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 64 35.00 35.32 33.33
Previous Quarter 70 35.00 35.32 33.35

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 0 26 0 0 0 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 0 2 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
Bank Of America Corp /de/ 248,670 35.32
Valmark Advisers, Inc. 192,019 35.32
Morgan Stanley 158,487 35.33
Oppenheimer Asset Management Inc. 115,772 35.33
J.w. Cole Advisors, Inc. 68,995 0.03
Jane Street Group, Llc 55,609 35.32
Albion Financial Group /ut 52,000 35.33
Royal Bank Of Canada 43,513 35.32
Susquehanna International Group, Llp 23,849 37.11
Wells Fargo & Company/mn 21,515 35.32
LPL Financial LLC 19,366 35.32
Citadel Advisors Llc 19,119 35.31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16,374 35.30
Endowment Wealth Management, Inc. 15,312 35.33
Financial Advisory Service, Inc. 14,995 35.35
Eqis Capital Management, Inc. 10,592 35.31
Kestra Advisory Services, LLC 10,062 35.28
Bank of New York Mellon Corp 9,415 35.37
UBS Group AG 7,919 35.36
Oarsman Capital, Inc. 7,775 35.37

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
Bank Of America Corp /de/ 248,670 35.32
Valmark Advisers, Inc. 192,019 35.32
Morgan Stanley 158,487 35.33
Oppenheimer Asset Management Inc. 115,772 35.33
J.w. Cole Advisors, Inc. 68,995 0.03
Jane Street Group, Llc 55,609 35.32
Albion Financial Group /ut 52,000 35.33
Royal Bank Of Canada 43,513 35.32
Susquehanna International Group, Llp 23,849 37.11
Wells Fargo & Company/mn 21,515 35.32
LPL Financial LLC 19,366 35.32
Citadel Advisors Llc 19,119 35.31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16,374 35.30
Endowment Wealth Management, Inc. 15,312 35.33
Financial Advisory Service, Inc. 14,995 35.35
Eqis Capital Management, Inc. 10,592 35.31
Kestra Advisory Services, LLC 10,062 35.28
Bank of New York Mellon Corp 9,415 35.37
UBS Group AG 7,919 35.36
Oarsman Capital, Inc. 7,775 35.37

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 5,739 35.37
Koshinski Asset Management, Inc. 2,157 35.23
QALTX - Quantified Alternative Investment Fund Investor Class Shares 1,216 36.18
IFP Advisors, Inc 170 35.29
Arkadios Wealth Advisors
Signaturefd, Llc
Merriman Wealth Management, LLC
United Capital Financial Advisers, Llc
Private Advisor Group, LLC
Leuthold Group, Llc
Proequities, Inc.
Raymond James & Associates
Old Mission Capital Llc
Retirement Planning Co of New England, Inc.
Advisors Preferred, LLC
EPG Wealth Management LLC
Huntington National Bank
LEUTHOLD FUNDS INC - Leuthold Core ETF
Johnson Financial Group, Inc.
Flagship Harbor Advisors, Llc
Cambridge Trust Co
Buckingham Strategic Wealth, Llc
Raymond James Financial Services Advisors, Inc.
BlueCrest Capital Management Ltd
Creative Planning
James Reed Financial Services, Inc.
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 5,739 35.37
Koshinski Asset Management, Inc. 2,157 35.23
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