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 | 90 | 43.00 | 40.00 | 41.27 |
| Previous Quarter | 108 | 42.00 | 40.00 | 41.04 |
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 | 47 | 0 | 4 | 3 | 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 | 0 | 3 | 3 | 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 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 |
|---|---|---|
| Morgan Stanley | 630,620 | 39.99 |
| Parametric Portfolio Associates Llc | 302,309 | 39.99 |
| Hsbc Holdings Plc | 300,702 | 40.09 |
| Arvest Trust Co N A | 186,163 | 39.99 |
| Allworth Financial LP | 169,445 | 42.65 |
| Bank Of America Corp /de/ | 165,004 | 39.99 |
| Cantor Fitzgerald Investment Adviser L.p. | 153,817 | 39.99 |
| Brandywine Oak Private Wealth Llc | 151,743 | 40.00 |
| Meitav Dash Investments Ltd | 114,775 | 39.99 |
| Bft Financial Group, Llc | 90,650 | 42.65 |
| UBS Group AG | 68,104 | 39.98 |
| Susquehanna International Group, Llp | 49,346 | 40.08 |
| Royal Bank Of Canada | 47,093 | 39.98 |
| Goldman Sachs Group Inc | 36,850 | 40.00 |
| Atmos Capital Gestao De Recursos Ltda. | 35,930 | 39.99 |
| Cetera Advisor Networks LLC | 32,606 | 39.99 |
| LPL Financial LLC | 32,424 | 40.00 |
| Citadel Advisors Llc | 29,739 | 40.08 |
| Hrt Financial Lp | 23,895 | 40.05 |
| Nicholas Hoffman & Company, LLC. | 19,707 | 39.99 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 630,620 | 39.99 |
| Parametric Portfolio Associates Llc | 302,309 | 39.99 |
| Hsbc Holdings Plc | 300,702 | 40.09 |
| Arvest Trust Co N A | 186,163 | 39.99 |
| Bank Of America Corp /de/ | 165,004 | 39.99 |
| Allworth Financial LP | 153,857 | 39.99 |
| Cantor Fitzgerald Investment Adviser L.p. | 153,817 | 39.99 |
| Brandywine Oak Private Wealth Llc | 151,743 | 40.00 |
| Meitav Dash Investments Ltd | 114,775 | 39.99 |
| UBS Group AG | 68,104 | 39.98 |
| Bft Financial Group, Llc | 50,029 | 40.00 |
| Susquehanna International Group, Llp | 49,346 | 40.08 |
| Royal Bank Of Canada | 47,093 | 39.98 |
| Goldman Sachs Group Inc | 36,850 | 40.00 |
| Atmos Capital Gestao De Recursos Ltda. | 35,930 | 39.99 |
| Cetera Advisor Networks LLC | 32,606 | 39.99 |
| LPL Financial LLC | 32,424 | 40.00 |
| Citadel Advisors Llc | 29,739 | 40.08 |
| Hrt Financial Lp | 23,895 | 40.05 |
| Nicholas Hoffman & Company, LLC. | 19,707 | 39.99 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Regal Investment Advisors LLC | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Milestone Resources Group Ltd | ||
| Change Path, LLC | ||
| Legacy Capital Wealth Partners, LLC | ||
| Kestra Advisory Services, LLC | ||
| Psagot Investment House Ltd. | ||
| Wedbush Securities Inc | ||
| Procyon Private Wealth Partners, LLC | ||
| Accel Wealth Management | ||
| Veritable, L.P. | ||
| Cetera Investment Advisers | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Citigroup Inc | ||
| AdvisorNet Financial, Inc | ||
| DeGreen Capital Management LLC | ||
| Bank Of Nova Scotia | ||
| FinTrust Capital Advisors, LLC | ||
| Old Mission Capital Llc | ||
| Alliance Wealth Advisors, LLC | ||
| 180 Wealth Advisors, Llc | ||
| Mutual Advisors, LLC | ||
| Baker Tilly Financial, Llc | ||
| Mml Investors Services, Llc | ||
| Ogorek Anthony Joseph /ny/ /adv | ||
| JSF Financial, LLC | ||
| Ameriprise Financial Inc | ||
| White Pine Capital Llc | ||
| Integrated Wealth Concepts LLC | ||
| Brookstone Capital Management | ||
| Raymond James & Associates | ||
| Founders Financial Alliance, LLC | ||
| Barclays Plc | ||
| Arkadios Wealth Advisors | ||
| Walled Lake Planning & Wealth Management, Llc | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| DRW Securities, LLC | ||
| Banco Santander, S.A. | ||
| Intrua Financial, LLC | ||
| Kalos Management, Inc. | ||
| Signet Financial Management, Llc | ||
| Marshall Wace, Llp | ||
| Commonwealth Equity Services, Llc | ||
| Granite Investment Partners, LLC | ||
| Credit Suisse Ag/ | ||
| Harbour Investments, Inc. | ||
| Ifrah Financial Services, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Allworth Financial LP | 169,445 | 42.65 | 153,857 | 39.99 |
| Bft Financial Group, Llc | 90,650 | 42.65 | 50,029 | 40.00 |
| Activest Wealth Management | 3,180 | 42.77 | 3,168 | 40.09 |
| Independence Bank of Kentucky | 160 | 43.75 | 160 | 37.50 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name |
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| Name | Shares | PPS |
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| Name | Shares | PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Allworth Financial LP | 169,445 | 42.65 | 153,857 | 39.99 |
| Bft Financial Group, Llc | 90,650 | 42.65 | 50,029 | 40.00 |
| Activest Wealth Management | 3,180 | 42.77 | 3,168 | 40.09 |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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