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 280 37.00 37.71 37.53
Previous Quarter 296 38.00 37.71 37.56

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 3 64 21 2 4 11
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 2 18 1 3 9
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 182 0.00 0.00 0 0.00 0.00
Previous Quarter 182 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
Goldman Sachs Group Inc 31,555,808 37.71
Envestnet Asset Management Inc 8,254,196 37.71
United Capital Financial Advisers, Llc 7,287,229 37.71
Northwestern Mutual Wealth Management Co 5,057,543 37.71
Bank Of America Corp /de/ 4,857,545 37.71
Morgan Stanley 3,893,225 37.71
Ameriprise Financial Inc 2,467,927 37.70
Financial Advisory Group 1,819,299 37.71
LPL Financial LLC 1,304,376 37.71
Mosaic Family Wealth, LLC 1,237,322 39.27
Wells Fargo & Company/mn 1,082,080 37.71
Commonwealth Equity Services, Llc 1,057,259 37.71
Bank Of Montreal /can/ 1,007,180 38.19
Rainey & Randall Investment Management Inc. 935,909 37.71
Clearwater Capital Advisors, LLC 912,957 37.71
Aaron Wealth Advisors LLC 848,475 26.52
UBS Group AG 791,376 37.71
Royal Bank Of Canada 781,853 37.71
Blankinship & Foster, LLC 767,648 37.71
Comerica Bank 656,974 37.92

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
Goldman Sachs Group Inc 31,555,808 37.71
Envestnet Asset Management Inc 8,254,196 37.71
United Capital Financial Advisers, Llc 7,287,229 37.71
Northwestern Mutual Wealth Management Co 5,057,543 37.71
Bank Of America Corp /de/ 4,857,545 37.71
Morgan Stanley 3,893,225 37.71
Ameriprise Financial Inc 2,467,927 37.70
Financial Advisory Group 1,819,299 37.71
LPL Financial LLC 1,304,376 37.71
Mosaic Family Wealth, LLC 1,237,322 39.27
Wells Fargo & Company/mn 1,082,080 37.71
Commonwealth Equity Services, Llc 1,057,259 37.71
Bank Of Montreal /can/ 1,007,180 38.19
Rainey & Randall Investment Management Inc. 935,909 37.71
Clearwater Capital Advisors, LLC 912,957 37.71
Aaron Wealth Advisors LLC 848,475 26.52
UBS Group AG 791,376 37.71
Royal Bank Of Canada 781,853 37.71
Blankinship & Foster, LLC 767,648 37.71
Comerica Bank 656,974 37.92

 

Recent Quarter Analysis

Name Shares PPS
Cooper Financial Group 247,694 34.81
FNY Investment Advisers, LLC 800 33.75
Budros, Ruhlin & Roe, Inc. 0
Name Shares PPS
Cedar Capital, Llc 27,537 37.77
Koshinski Asset Management, Inc. 17,735 37.72
Carroll Financial Associates, Inc. 13,795 39.43
Green Harvest Asset Management LLC 11,070 37.76
Susquehanna International Group, Llp 9,000 37.67
Homrich & Berg 8,961 37.72
IFP Advisors, Inc 4,267 39.14
Moors & Cabot, Inc. 1,040 270.19
Parkside Financial Bank & Trust 404 37.13
Budros, Ruhlin & Roe, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Graves-Light Private Wealth Management, Inc.
Gradient Investments LLC
Lincoln National Corp
Plante Moran Financial Advisors, LLC
Strategic Blueprint, LLC
Segall Bryant & Hamill, Llc
Glassman Wealth Services
Flaharty Asset Management, LLC
Integrated Capital Management, Inc.
Bank of New York Mellon Corp
Kore Private Wealth LLC
Tower Research Capital LLC (TRC)
Gladstone Institutional Advisory LLC
Buckingham Capital Management, Inc.
Acorn Wealth Advisors, LLC
Assetmark, Inc
Consilium Wealth Advisory, LLC
CoreCap Advisors, LLC
Sowell Financial Services LLC
Crabel Capital Management, LLC
Red Door Wealth Management, LLC
PRW Wealth Management LLC
Stratos Wealth Partners, LTD.
Park Avenue Securities Llc
Barclays Plc
Kowal Investment Group, LLC
Laird Norton Trust Company, Llc
First Manhattan Co
Consilio Wealth Advisors, Llc
Dougherty Wealth Advisers LLC
Econ Financial Services Corp
Integrated Wealth Concepts LLC
Wagner Wealth Management, Llc
Robertson Stephens Wealth Management, LLC
Jacobi Capital Management LLC
Franklin Resources Inc
Level Four Advisory Services, Llc
Renaissance Technologies Llc
Townsquare Capital Llc
Signet Financial Management, Llc
Liberty Wealth Management Llc
Cullen/frost Bankers, Inc.
Hrt Financial Lp
Smith Anglin Financial, LLC
International Assets Investment Management, Llc
Massmutual Trust Co Fsb/adv
Huntington National Bank
Rowland & Co Investment Counsel/adv
GWM Advisors LLC
Atria Investments Llc
Wealthspire Advisors, LLC
Avidian Wealth Solutions, LLC
Truvestments Capital Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 145,969 34.81 149,269 37.71
Miracle Mile Advisors, LLC 109,266 34.81 96,372 37.71
Jordan Park Group LLC 69,496 34.81 69,496 37.71
Wbh Advisory Inc 62,861 35.09 35,243 37.62
Private Advisor Group, LLC 42,099 34.80 41,489 37.72
Pinnacle Bancorp, Inc. 25,922 34.80 25,922 37.73
Allworth Financial LP 22,616 34.80 27,626 37.72
RWM Asset Management, LLC 16,260 34.81 16,260 37.70
Sargent Bickham Lagudis LLC 14,642 34.83 14,642 37.70
Calton & Associates, Inc. 11,678 34.77 70,206 37.70
Evanson Asset Management, LLC 11,178 34.80 11,702 37.69
HB Wealth Management, LLC 8,711 34.78 11,093 37.68
Bank of New Hampshire 7,768 34.76 7,777 37.68
S.A. Mason LLC 7,705 34.78 7,705 37.77
Krilogy Financial LLC 6,976 34.83 6,981 37.67
Kwmg, Llc 6,166 34.87 6,196 37.77
Vigilare Wealth Management 5,910 34.86 5,910 37.73
AdvisorNet Financial, Inc 5,127 34.72 6,220 37.78
Global Retirement Partners, LLC 3,097 34.87 3,421 36.83
Tsfg, Llc 1,151 34.75 1,151 37.36
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 107,323 0.04 107,911 0.04
NAVAX - Navigator Equity Hedged Fund Class A Shares 81,184 37.01 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
NAVAX - Navigator Equity Hedged Fund Class A Shares 81,184 81,184 37.01 0 0.00
Wbh Advisory Inc 27,618 62,861 35.09 35,243 37.62 78.36
Miracle Mile Advisors, LLC 12,894 109,266 34.81 96,372 37.71 13.38
Private Advisor Group, LLC 610 42,099 34.80 41,489 37.72 1.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Calton & Associates, Inc. 58,528 11,678 34.77 70,206 37.70 -83.37
Allworth Financial LP 5,010 22,616 34.80 27,626 37.72 -18.14
Cambridge Investment Research Advisors, Inc. 3,300 145,969 34.81 149,269 37.71 -2.21
HB Wealth Management, LLC 2,382 8,711 34.78 11,093 37.68 -21.47
AdvisorNet Financial, Inc 1,093 5,127 34.72 6,220 37.78 -17.57
Arkadios Wealth Advisors 588 107,323 0.04 107,911 0.04 -0.54
Evanson Asset Management, LLC 524 11,178 34.80 11,702 37.69 -4.48
Global Retirement Partners, LLC 324 3,097 34.87 3,421 36.83 -9.47
Kwmg, Llc 30 6,166 34.87 6,196 37.77 -0.48
Bank of New Hampshire 9 7,768 34.76 7,777 37.68 -0.12
Krilogy Financial LLC 5 6,976 34.83 6,981 37.67 -0.07
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
Cooper Financial Group 247,694 34.81
FNY Investment Advisers, LLC 800 33.75
Name Shares PPS
Parkside Financial Bank & Trust 404 37.13
Koshinski Asset Management, Inc. 17,735 37.72
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 145,969 34.81 149,269 37.71
Miracle Mile Advisors, LLC 109,266 34.81 96,372 37.71
Jordan Park Group LLC 69,496 34.81 69,496 37.71
Wbh Advisory Inc 62,861 35.09 35,243 37.62
Private Advisor Group, LLC 42,099 34.80 41,489 37.72
Pinnacle Bancorp, Inc. 25,922 34.80 25,922 37.73
Allworth Financial LP 22,616 34.80 27,626 37.72
RWM Asset Management, LLC 16,260 34.81 16,260 37.70
Sargent Bickham Lagudis LLC 14,642 34.83 14,642 37.70
Calton & Associates, Inc. 11,678 34.77 70,206 37.70
Evanson Asset Management, LLC 11,178 34.80 11,702 37.69
HB Wealth Management, LLC 8,711 34.78 11,093 37.68
Krilogy Financial LLC 6,976 34.83 6,981 37.67
Kwmg, Llc 6,166 34.87 6,196 37.77
Vigilare Wealth Management 5,910 34.86 5,910 37.73
Global Retirement Partners, LLC 3,097 34.87 3,421 36.83
Tsfg, Llc 1,151 34.75 1,151 37.36
Mascoma Wealth Management LLC 234 34.19 234 38.46
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 107,323 0.04 107,911 0.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wbh Advisory Inc 27,618 62,861 35.09 35,243 37.62 78.36
Miracle Mile Advisors, LLC 12,894 109,266 34.81 96,372 37.71 13.38
Private Advisor Group, LLC 610 42,099 34.80 41,489 37.72 1.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Calton & Associates, Inc. 58,528 11,678 34.77 70,206 37.70 -83.37
Allworth Financial LP 5,010 22,616 34.80 27,626 37.72 -18.14
Cambridge Investment Research Advisors, Inc. 3,300 145,969 34.81 149,269 37.71 -2.21
HB Wealth Management, LLC 2,382 8,711 34.78 11,093 37.68 -21.47
Arkadios Wealth Advisors 588 107,323 0.04 107,911 0.04 -0.54
Evanson Asset Management, LLC 524 11,178 34.80 11,702 37.69 -4.48
Global Retirement Partners, LLC 324 3,097 34.87 3,421 36.83 -9.47
Kwmg, Llc 30 6,166 34.87 6,196 37.77 -0.48
Krilogy Financial LLC 5 6,976 34.83 6,981 37.67 -0.07
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