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 | 659 | 377.00 | 76.95 | 125.06 |
| Previous Quarter | 710 | 517.00 | 76.95 | 143.70 |
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 | 4 | 184 | 67 | 1 | 21 | 32 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 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 | 4 | 49 | 0 | 15 | 23 |
| 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 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 |
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/ | 3,198,427 | 76.95 |
| Morgan Stanley | 2,480,507 | 76.95 |
| Wells Fargo & Company/mn | 2,053,313 | 76.95 |
| OWCIX - Old Westbury Credit Income Fund | 1,829,973 | 70.93 |
| Royal Bank Of Canada | 1,333,498 | 76.95 |
| Pnc Financial Services Group, Inc. | 1,330,994 | 76.95 |
| Bank Of Montreal /can/ | 1,129,511 | 77.57 |
| HCMEX - HCM Income Plus Fund Class A Shares | 1,100,067 | 76.95 |
| LPL Financial LLC | 1,079,167 | 76.95 |
| Deutsche Bank Ag\ | 1,062,775 | 76.95 |
| Goldman Sachs Group Inc | 999,251 | 76.95 |
| GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 974,040 | 76.95 |
| AE Wealth Management LLC | 900,687 | 76.95 |
| Envestnet Asset Management Inc | 877,712 | 76.95 |
| UBS Group AG | 808,418 | 76.95 |
| Ameriprise Financial Inc | 749,988 | 77.05 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A | 737,128 | 76.95 |
| MD Financial Management Inc. | 725,751 | 82.96 |
| QAI - IQ Hedge Multi-Strategy Tracker ETF | 673,031 | 70.93 |
| Sowell Financial Services LLC | 615,506 | 52.47 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| PFM Asset Management LLC | 4,009,999 | 85.35 |
| Bank Of America Corp /de/ | 3,198,427 | 76.95 |
| Morgan Stanley | 2,480,507 | 76.95 |
| Wells Fargo & Company/mn | 2,053,313 | 76.95 |
| OWCIX - Old Westbury Credit Income Fund | 1,645,895 | 76.82 |
| Royal Bank Of Canada | 1,333,498 | 76.95 |
| Pnc Financial Services Group, Inc. | 1,330,994 | 76.95 |
| Bank Of Montreal /can/ | 1,129,511 | 77.57 |
| HCMEX - HCM Income Plus Fund Class A Shares | 1,100,067 | 76.95 |
| LPL Financial LLC | 1,079,167 | 76.95 |
| Deutsche Bank Ag\ | 1,062,775 | 76.95 |
| Goldman Sachs Group Inc | 999,251 | 76.95 |
| GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 974,040 | 76.95 |
| AE Wealth Management LLC | 900,687 | 76.95 |
| QAI - IQ Hedge Multi-Strategy Tracker ETF | 880,348 | 76.82 |
| Envestnet Asset Management Inc | 877,712 | 76.95 |
| UBS Group AG | 808,418 | 76.95 |
| Ameriprise Financial Inc | 749,988 | 77.05 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A | 737,128 | 76.95 |
| MD Financial Management Inc. | 725,751 | 82.96 |
| Name | Shares | PPS |
|---|---|---|
| Laidlaw Wealth Management LLC | 14,114 | 76.94 |
| Mayflower Financial Advisors, LLC | 4,024 | 64.61 |
| Rosenberg Matthew Hamilton | 377 | 63.66 |
| City Holding Co | 193 | 62.18 |
| Name | Shares | PPS |
|---|---|---|
| PFM Asset Management LLC | 4,009,999 | 85.35 |
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial | 362,018 | 85.35 |
| Cardan Capital Partners, LLC | 138,764 | 85.35 |
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial | 101,806 | 85.35 |
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial | 100,379 | 85.35 |
| Cascadia Advisory Services, LLC | 36,988 | 85.35 |
| DALT - Anfield Capital Diversified Alternatives ETF | 24,797 | 87.99 |
| Brookstone Capital Management | 24,534 | 74.88 |
| IFP Advisors, Inc | 22,571 | 82.81 |
| DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES | 20,589 | 87.96 |
| Susquehanna International Group, Llp | 15,400 | 76.95 |
| Laidlaw Wealth Management LLC | 14,114 | 76.94 |
| Homrich & Berg | 8,384 | 85.40 |
| Lake Street Financial Llc | 7,207 | 77.01 |
| WMKTX - WesMark Tactical Opportunity Fund | 5,680 | 85.39 |
| SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 5,477 | 85.27 |
| Mid Atlantic Financial Management Inc/adv | 3,857 | 85.30 |
| Triumph Capital Management | 3,857 | 68.97 |
| ASFFX - ARROW DYNAMIC INCOME FUND CLASS A SHARES | 3,384 | 88.06 |
| Oxinas Partners Wealth Management LLC | 2,771 | 76.87 |
| Wiley Bros.-aintree Capital, Llc | 2,640 | 76.89 |
| Foresight Capital Management Advisors, Inc. | 2,440 | 77.05 |
| QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2,036 | 85.46 |
| Future Financial Wealth Managment LLC | 1,000 | 77.00 |
| Cutler Group LP | 900 | |
| Sonora Investment Management, LLC | 579 | 84.63 |
| Parallel Advisors, LLC | 469 | 76.76 |
| Bbva Usa | 178 | 84.27 |
| Klaas Financial Asset Advisors, LLC | ||
| Absolute Capital Management, LLC | ||
| Aspire Private Capital, LLC | ||
| Hodges Capital Management Inc. | ||
| Legacy Private Trust Co. | ||
| Moody National Bank Trust Division | ||
| Grace Capital | ||
| Founders Financial Securities Llc | ||
| Truvestments Capital Llc | ||
| Hm Payson & Co | ||
| Heritage Investors Management Corp | ||
| Wolverine Asset Management Llc | ||
| McKinley Carter Wealth Services, Inc. | ||
| SkyView Investment Advisors, LLC | ||
| Hartland & Co., LLC | ||
| Strategic Blueprint, LLC | ||
| Heritage Wealth Management, Llc | ||
| Paragon Wealth Strategies, LLC | ||
| Liberty Wealth Management Llc | ||
| Brasada Capital Management, Lp | ||
| Strategy Asset Managers Llc | ||
| Verition Fund Management LLC | ||
| PRW Wealth Management LLC | ||
| HBW Advisory Services LLC | ||
| Trustcore Financial Services, Llc | ||
| Edmond De Rothschild Holding S.a. | ||
| Gladstone Institutional Advisory LLC | ||
| Credit Suisse Ag/ | ||
| Integrated Advisors Network LLC | ||
| Arrow Investment Advisors, LLC | ||
| Capital Square, LLC | ||
| Operose Advisors LLC | ||
| Centric Wealth Management | ||
| Cambridge Trust Co | ||
| Lion Street Advisors, LLC | ||
| FineMark National Bank & Trust | ||
| Silverleafe Capital Partners, LLC | ||
| Stonebridge Financial Planning Group, LLC | ||
| Sun Life Financial Inc | ||
| Pinnacle Wealth Management Group, Inc. | ||
| FourThought Financial, LLC | ||
| Fsb Premier Wealth Management, Inc. | ||
| Morningstar Investment Management LLC | ||
| Sunbelt Securities, Inc. | ||
| Transform Wealth, LLC | ||
| Ritter Daniher Financial Advisory, Llc | ||
| Klingenstein Fields & Co Lp | ||
| Nwam Llc | ||
| Collaborative Investment Series Trust - Adaptive Core ETF | ||
| ASIHX - Strategic Income Fund C Class | ||
| Regency Capital Management Inc.\DE | ||
| Baltimore-Washington Financial Advisors, Inc. | ||
| Cary Street Partner Investment Advisory Llc | ||
| Elequin Capital Lp | ||
| Huntington National Bank | ||
| Dowling & Yahnke Llc | ||
| Lazard Asset Management Llc | ||
| Fisher Asset Management, LLC | ||
| Chandler Asset Management, Inc. | ||
| D'Orazio & Associates, Inc. | ||
| Garrett Investment Advisors LLC | ||
| LexAurum Advisors, LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Bnp Paribas Arbitrage, Sa | ||
| Cerity Partners LLC | ||
| Flagship Harbor Advisors, Llc | ||
| Logan Stone Capital, LLC | ||
| Appleton Group, Llc | ||
| Columbia Advisory Partners Llc | ||
| Jones Financial Companies Lllp | ||
| PFG Advisors | ||
| Baker Tilly Financial, Llc | ||
| AlphaCentric Advisors LLC | ||
| Archer Investment Corp | ||
| Quattro Financial Advisors Llc | ||
| First Horizon Advisors, Inc. | ||
| Robbins Farley Llc | ||
| FundX Investment Group, LLC | ||
| PICTET BANK & TRUST Ltd | ||
| Center For Asset Management LLC | ||
| Tranquilli Financial Advisor LLC | ||
| DAVENPORT & Co LLC | ||
| Meristem Family Wealth, LLC | ||
| Chatham Capital Group, Inc. | ||
| International Assets Investment Management, Llc | ||
| Smith Chas P & Associates Pa Cpas | ||
| Cordasco Financial Network | ||
| Arkadios Wealth Advisors | ||
| Virtue Capital Management, LLC | ||
| Whitener Capital Management, Inc. | ||
| Wilbanks Smith & Thomas Asset Management Llc | ||
| Meridian Wealth Management, LLC | ||
| Aspiriant, Llc | ||
| StoneX Group Inc. | ||
| Colton Groome Financial Advisors, Llc | ||
| ProVise Management Group, LLC | ||
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 | ||
| Old Mission Capital Llc | ||
| Strategic Investment Advisors / MI | ||
| Institute for Wealth Management, LLC. | ||
| Avantax Advisory Services, Inc. | ||
| Personal Cfo Solutions, Llc | ||
| ACCNX - Core Plus Fund Investor Class | ||
| Kalos Management, Inc. | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| TFAGX - TFA AlphaGen Growth Fund Class I | ||
| CIBC World Markets Inc. | ||
| Atria Investments Llc | ||
| Meeder Asset Management Inc | ||
| Enterprise Financial Services Corp | ||
| Trilogy Capital Inc. | ||
| PSI Advisors, LLC | ||
| Bank Hapoalim Bm | ||
| VAUGHAN & Co SECURITIES, INC. | ||
| RWM Asset Management, LLC | ||
| Beacon Financial Advisory LLC | ||
| Arete Wealth Advisors, LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Treasure Coast Financial Planning | ||
| Thrivent Financial For Lutherans | ||
| Pacitti Group Inc. | ||
| Matrix Private Capital Group Llc | ||
| Horizon Investments, LLC | ||
| SeaTown Holdings Pte. Ltd. | ||
| Townsquare Capital Llc | ||
| B&D White Capital Company, LLC | ||
| American Century Companies Inc | ||
| K2 Principal Fund, L.p. | ||
| Econ Financial Services Corp | ||
| AMJ Financial Wealth Management | ||
| Accel Wealth Management | ||
| Clarity Financial LLC | ||
| Fernwood Investment Management, LLC | ||
| DCM Advisors, LLC | ||
| Lee Financial Co | ||
| Mackay Shields Llc | ||
| Bluefin Capital Management, Llc | ||
| Key Client Fiduciary Advisors, LLC | ||
| TFAFX - Tactical Growth Allocation Fund Class I | ||
| Howard Capital Management Inc. | ||
| E&G Advisors, LP | ||
| Exane Derivatives | ||
| Crabel Capital Management, LLC | ||
| Adviser Investments LLC | ||
| Kovitz Investment Group Partners, LLC | ||
| Advisors Preferred, LLC | ||
| Mount Lucas Management LP | ||
| Scotia Capital Inc. | ||
| StrongBox Wealth, LLC | ||
| Dorsey Wright & Associates | ||
| Pfs Investments Inc. | ||
| Cornerstone Advisory, LLC | ||
| Latitude Advisors, LLC | ||
| Braun-Bostich & Associates Inc. | ||
| Wealthcare Advisory Partners LLC | ||
| Schroder Investment Management Group |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| OWCIX - Old Westbury Credit Income Fund | 1,829,973 | 70.93 | 1,645,895 | 76.82 |
| QAI - IQ Hedge Multi-Strategy Tracker ETF | 673,031 | 70.93 | 880,348 | 76.82 |
| Conservest Capital Advisors, Inc. | 599,768 | 64.56 | 672,545 | 76.95 |
| Insight Wealth Strategies, LLC | 394,864 | 64.56 | 343,291 | 76.95 |
| Advisory Alpha, LLC | 367,270 | 64.57 | 364,428 | 76.96 |
| Cambridge Investment Research Advisors, Inc. | 360,214 | 64.56 | 385,089 | 76.95 |
| KTRAX - DWS Global Income Builder Fund Class A | 259,040 | 70.93 | 259,040 | 76.82 |
| Legacy Financial Group LLC | 118,032 | 64.56 | 108,676 | 76.95 |
| Windsor Capital Management, LLC | 102,715 | 64.56 | 91,198 | 76.94 |
| McAdam, LLC | 99,113 | 64.56 | 127,577 | 76.95 |
| Private Advisor Group, LLC | 79,142 | 64.55 | 86,751 | 76.96 |
| Yarbrough Capital, LLC | 71,354 | 64.57 | 71,354 | 76.95 |
| David J Yvars Group | 67,830 | 64.79 | 77,842 | 76.95 |
| EFG Asset Management (Americas) Corp. | 55,828 | 64.56 | 59,151 | 76.96 |
| PCLRX - PGIM INCOME BUILDER FUND Class R | 43,342 | 70.92 | 80,342 | 76.82 |
| Webster Bank, N. A. | 35,710 | 64.58 | 70,448 | 76.95 |
| Cim, Llc | 35,582 | 65.90 | 34,730 | 74.86 |
| FOCUS Wealth Advisors, LLC | 31,556 | 64.55 | 31,485 | 76.96 |
| CVA Family Office, LLC | 25,481 | 64.56 | 26,084 | 76.94 |
| Raymond James Trust N.a. | 23,236 | 64.56 | 21,436 | 76.97 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Capstone Investment Advisors, Llc | 27,200 | 86.73 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| K2 Principal Fund, L.p. | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Mayflower Financial Advisors, LLC | 4,024 | 64.61 |
| Rosenberg Matthew Hamilton | 377 | 63.66 |
| Name | Shares | PPS |
|---|---|---|
| Brookstone Capital Management | 24,534 | 74.88 |
| Oxinas Partners Wealth Management LLC | 2,771 | 76.87 |
| Foresight Capital Management Advisors, Inc. | 2,440 | 77.05 |
| Lake Street Financial Llc | 7,207 | 77.01 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Conservest Capital Advisors, Inc. | 599,768 | 64.56 | 672,545 | 76.95 |
| Advisory Alpha, LLC | 367,270 | 64.57 | 364,428 | 76.96 |
| Cambridge Investment Research Advisors, Inc. | 360,214 | 64.56 | 385,089 | 76.95 |
| Windsor Capital Management, LLC | 102,715 | 64.56 | 91,198 | 76.94 |
| McAdam, LLC | 99,113 | 64.56 | 127,577 | 76.95 |
| Private Advisor Group, LLC | 79,142 | 64.55 | 86,751 | 76.96 |
| David J Yvars Group | 67,830 | 64.79 | 77,842 | 76.95 |
| EFG Asset Management (Americas) Corp. | 55,828 | 64.56 | 59,151 | 76.96 |
| Webster Bank, N. A. | 35,710 | 64.58 | 70,448 | 76.95 |
| Cim, Llc | 35,582 | 65.90 | 34,730 | 74.86 |
| FOCUS Wealth Advisors, LLC | 31,556 | 64.55 | 31,485 | 76.96 |
| CVA Family Office, LLC | 25,481 | 64.56 | 26,084 | 76.94 |
| Raymond James Trust N.a. | 23,236 | 64.56 | 21,436 | 76.97 |
| Archford Capital Strategies, LLC | 19,120 | 0.05 | 17,981 | 0.06 |
| Aletheian Wealth Advisors LLC | 17,809 | 64.57 | 13,818 | 76.93 |
| Capital City Trust Co/fl | 16,979 | 64.55 | 9,908 | 76.91 |
| Minot Wealth Management LLC | 16,575 | 64.56 | 18,970 | 76.96 |
| Herold Advisors, Inc. | 14,638 | 64.56 | 14,638 | 76949.99 |
| Connecticut Wealth Management, LLC | 12,935 | 64.55 | 14,399 | 76.95 |
| Schneider Downs Wealth Management Advisors, LP | 9,373 | 64.55 | 9,373 | 76.92 |
| RVW Wealth, LLC | 9,208 | 64.51 | 9,208 | 77.00 |
| Calton & Associates, Inc. | 9,182 | 64.47 | 10,177 | 76.94 |
| Norway Savings Bank | 8,885 | 64.60 | 7,459 | 76.95 |
| HB Wealth Management, LLC | 8,384 | 64.53 | 8,447 | 76.95 |
| Castle Rock Wealth Management, LLC | 8,180 | 65.77 | 8,241 | 75.35 |
| Koshinski Asset Management, Inc. | 8,163 | 0.12 | 9,294 | 76.93 |
| Orion Portfolio Solutions, LLC | 7,598 | 64.49 | 7,267 | 76.92 |
| Global Trust Asset Management, LLC | 6,910 | 64.54 | 7,012 | 77.01 |
| Krilogy Financial LLC | 6,257 | 64.57 | 6,613 | 76.97 |
| Capital Market Strategies LLC | 5,112 | 64.55 | 5,112 | 76.88 |
| Riverbridge Partners Llc | 5,000 | 64.60 | 5,000 | 77.00 |
| First Heartland Consultants, Inc. | 3,691 | 61.77 | 3,573 | 76.69 |
| Moseley Investment Management Inc | 3,569 | 64.44 | 3,569 | 77.05 |
| Capital Advisors Inc/ok | 3,450 | 64.64 | 3,000 | 77.00 |
| Ccg Wealth Management, Llc | 3,383 | 64.44 | 3,383 | 76.85 |
| Baldrige Asset Management LLC | 3,171 | 64.65 | 961 | 77.00 |
| Polaris Wealth Advisory Group, LLC | 3,162 | 64.52 | 274,230 | 75.80 |
| Allworth Financial LP | 1,963 | 64.70 | 50 | 80.00 |
| Sargent Bickham Lagudis LLC | 1,446 | 64.32 | 1,848 | 76.84 |
| Global Retirement Partners, LLC | 1,355 | 64.21 | 1,399 | 65.76 |
| Tompkins Financial Corp | 1,308 | 64.22 | 1,405 | 76.87 |
| American National Bank | 1,149 | 64.40 | 1,149 | 76.59 |
| SOA Wealth Advisors, LLC. | 498 | 64.26 | 496 | 76.61 |
| FSC Wealth Advisors, LLC | 337 | 65.28 | 44,790 | 76.96 |
| Sound Income Strategies, LLC | 284 | 63.38 | 284 | 77.46 |
| Strategic Asset Management, LLC | 162 | 61.73 | 564 | 76.24 |
| Mascoma Wealth Management LLC | 98 | 61.22 | 98 | 81.63 |
| Tsfg, Llc | 65 | 61.54 | 65 | 76.92 |
| Gradient Investments LLC | 62 | 64.52 | 173 | 75.14 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|