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 45 23.00 23.95 21.62
Previous Quarter 52 23.00 23.95 21.28

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 18 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 0 0 1 0 1 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
Morgan Stanley 109,347 23.96
CFS Investment Advisory Services, LLC 47,921 0.04
LPL Financial LLC 35,865 23.95
High Falls Advisors, Inc 34,101 23.96
Royal Bank Of Canada 33,904 23.98
Wells Fargo & Company/mn 32,396 23.98
Trustmark National Bank Trust Department 29,340 23.96
Raymond James & Associates 28,930 23.95
Sequoia Financial Advisors, LLC 21,725 23.98
Comerica Bank 19,492 24.27
Raymond James Financial Services Advisors, Inc. 19,154 23.96
Advisor Group Holdings, Inc. 18,896 23.92
Bank Of America Corp /de/ 15,260 23.92
Cambridge Investment Research Advisors, Inc. 14,879 20.50
Susquehanna International Group, Llp 10,817 23.94
Commonwealth Equity Services, Llc 9,366 23.92
Joseph P. Lucia & Associates, LLC 7,320 23.91
UBS Group AG 7,147 23.93
Hudock, Inc. 3,615 23.79
Steward Partners Investment Advisory, Llc 1,712

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
Morgan Stanley 109,347 23.96
CFS Investment Advisory Services, LLC 47,921 0.04
LPL Financial LLC 35,865 23.95
High Falls Advisors, Inc 34,101 23.96
Royal Bank Of Canada 33,904 23.98
Wells Fargo & Company/mn 32,396 23.98
Trustmark National Bank Trust Department 29,340 23.96
Raymond James & Associates 28,930 23.95
Sequoia Financial Advisors, LLC 21,725 23.98
Comerica Bank 19,492 24.27
Raymond James Financial Services Advisors, Inc. 19,154 23.96
Advisor Group Holdings, Inc. 18,896 23.92
Moors & Cabot, Inc. 16,250 7.38
Bank Of America Corp /de/ 15,260 23.92
Cambridge Investment Research Advisors, Inc. 14,715 23.99
Susquehanna International Group, Llp 10,817 23.94
Commonwealth Equity Services, Llc 9,366 23.92
Joseph P. Lucia & Associates, LLC 7,320 23.91
UBS Group AG 7,147 23.93
Hudock, Inc. 3,615 23.79

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Moors & Cabot, Inc. 16,250 7.38
IFP Advisors, Inc 897 24.53
Wolff Wiese Magana Llc 150
Parisi Gray Wealth Management
Bessemer Group Inc
Truist Financial Corp
Global Retirement Partners, LLC
CX Institutional
Creative Planning
AdvisorNet Financial, Inc
CIBC Private Wealth Group, LLC
Avion Wealth
Spire Wealth Management
Wagner Wealth Management, Llc
Harbour Investments, Inc.
Pacitti Group Inc.
Barclays Plc
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 14,879 20.50 14,715 23.99
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 164 14,879 20.50 14,715 23.99 1.11
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
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 14,879 20.50 14,715 23.99
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 164 14,879 20.50 14,715 23.99 1.11
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