Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter Institute Count Mean PPS Median PPS True Value PPS
Current Quarter 29 30.00 30.06 29.96
Previous Quarter 27 30.00 30.06 30.17

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Current Quarter 2 9 1 0 1 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 0 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Scotia Capital Inc. 87,205 30.06
SFG Wealth Management, LLC. 54,049 29.66
Cambridge Investment Research Advisors, Inc. 48,684 29.66
LPL Financial LLC 14,570 30.06
Poehling Capital Management, LLC 11,841 30.07
Susquehanna International Group, Llp 10,279 30.06
Jane Street Group, Llc 10,038 30.09
Cetera Advisors LLC 6,904 30.13
Advisor Group Holdings, Inc. 2,925 36.92
Worth Asset Management, LLC 1,993 29.60
UBS Group AG 1,050 30.48
NEXT Financial Group, Inc 919 26.12
DB Wealth Management Group, LLC 695 30.22
Money Concepts Capital Corp 459 30.50
Royal Bank Of Canada 400 30.00
Cutler Group LP 200 30.00
FourThought Financial, LLC 109 27.52
Cutler Group LP 100
Morgan Stanley 33 30.30
Fmr Llc 1

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Scotia Capital Inc. 87,205 30.06
LPL Financial LLC 14,570 30.06
Poehling Capital Management, LLC 11,841 30.07
Susquehanna International Group, Llp 10,279 30.06
Jane Street Group, Llc 10,038 30.09
Cetera Advisors LLC 6,904 30.13
Advisor Group Holdings, Inc. 2,925 36.92
Worth Asset Management, LLC 1,942 29.87
UBS Group AG 1,050 30.48
NEXT Financial Group, Inc 919 26.12
DB Wealth Management Group, LLC 695 30.22
Money Concepts Capital Corp 459 30.50
Royal Bank Of Canada 400 30.00
Cutler Group LP 200 30.00
FourThought Financial, LLC 109 27.52
Cutler Group LP 100
Morgan Stanley 33 30.30
Fmr Llc 1
Arlington Capital Management, Inc. 0
CIBC World Markets Inc. 0

 

Recent Quarter Analysis

Name Shares PPS
SFG Wealth Management, LLC. 54,049 29.66
Cambridge Investment Research Advisors, Inc. 48,684 29.66
Name Shares PPS
Harbour Investments, Inc.
Cwm, Llc
Citadel Advisors Llc
Bank Of America Corp /de/
CIBC World Markets Inc.
CoreCap Advisors, LLC
Wells Fargo & Company/mn
Arlington Capital Management, Inc.
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Worth Asset Management, LLC 1,993 29.60 1,942 29.87
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Worth Asset Management, LLC 51 1,993 29.60 1,942 29.87 2.63
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
SFG Wealth Management, LLC. 54,049 29.66
Cambridge Investment Research Advisors, Inc. 48,684 29.66
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name