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 53 49.00 49.02 49.02
Previous Quarter 59 50.00 50.56 50.56

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 2 23 30 3 13 12
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 1 0 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
Jpmorgan Chase & Co 377,428 49.02
Partners Capital Investment Group, Llp 360,288 49.02
Morgan Stanley 244,867 49.02
Financial Enhancement Group LLC 110,458 49.02
Royal Bank Of Canada 103,009 49.02
Jane Street Group, Llc 100,503 49.02
Deutsche Bank Ag\ 81,065 49.02
Robertson Stephens Wealth Management, LLC 70,491 49.01
Mirae Asset Global Investments Co., Ltd. 67,676 49.01
Standard Life Aberdeen plc 67,676 49.01
UBS Group AG 65,554 49.01
Bank Of America Corp /de/ 64,397 49.02
55i, Llc 60,746 49.02
Pnc Financial Services Group, Inc. 57,768 49.01
Flow Traders U.s. Llc 43,533 49.02
Lake Street Advisors Group, Llc 28,988 49.02
Envestnet Asset Management Inc 28,535 49.03
First Citizens Bank & Trust Co 25,928 49.02
Clearwater Capital Advisors, LLC 23,823 49.03
Next Level Private LLC 16,703 49.03

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
Jpmorgan Chase & Co 373,883 50.56
Partners Capital Investment Group, Llp 283,797 50.56
Morgan Stanley 266,756 50.56
Royal Bank Of Canada 160,914 50.56
Flow Traders U.s. Llc 156,227 50.56
Financial Enhancement Group LLC 96,516 50.56
Deutsche Bank Ag\ 82,060 50.56
UBS Group AG 69,979 50.56
Robertson Stephens Wealth Management, LLC 69,288 50.56
Mirae Asset Global Investments Co., Ltd. 67,676 50.56
Standard Life Aberdeen plc 67,676 50.56
55i, Llc 60,653 50.57
Pnc Financial Services Group, Inc. 60,584 50.56
Bank Of America Corp /de/ 59,698 50.55
Citadel Advisors Llc 40,936 50.57
Envestnet Asset Management Inc 31,000 50.55
Lake Street Advisors Group, Llc 28,988 50.57
First Citizens Bank & Trust Co 28,382 50.56
Clearwater Capital Advisors, LLC 23,961 50.54
Cerity Partners LLC 16,758 50.54

 

Recent Quarter Analysis

Name Shares PPS
Old Mission Capital Llc 6,352 48.96
FNY Investment Advisers, LLC 200 45.00
Name Shares PPS
Citadel Advisors Llc 40,936 50.57
Chemistry Wealth Management LLC 15,208 50.57
CMGQX - CMG Tactical All Asset Strategy Fund Class A Shares 10,716 50.49
Archetype Wealth Partners 6,347 50.58
Congress Wealth Management LLC / DE / 4,021 50.48
Wolf Group Capital Advisors 3,971 50.62
Rockefeller Capital Management L.P. 1,500 50.00
Snowden Capital Advisors LLC 311 48.23
Wealth Quarterback LLC 270
Cetera Advisors LLC
Atlas Private Wealth Management
Clal Insurance Enterprises Holdings Ltd
Fmr Llc
Evolution Wealth Advisors, LLC
Brookstone Capital Management
Proequities, Inc.
Bank Of Montreal /can/
Liberty Wealth Management Llc
Barclays Plc
Chevy Chase Trust Holdings, Inc.
IFP Advisors, Inc
Huntington National Bank
Citigroup Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Jpmorgan Chase & Co 377,428 49.02 373,883 50.56
Partners Capital Investment Group, Llp 360,288 49.02 283,797 50.56
Morgan Stanley 244,867 49.02 266,756 50.56
Financial Enhancement Group LLC 110,458 49.02 96,516 50.56
Royal Bank Of Canada 103,009 49.02 160,914 50.56
Deutsche Bank Ag\ 81,065 49.02 82,060 50.56
Robertson Stephens Wealth Management, LLC 70,491 49.01 69,288 50.56
Mirae Asset Global Investments Co., Ltd. 67,676 49.01 67,676 50.56
Standard Life Aberdeen plc 67,676 49.01 67,676 50.56
UBS Group AG 65,554 49.01 69,979 50.56
Bank Of America Corp /de/ 64,397 49.02 59,698 50.55
55i, Llc 60,746 49.02 60,653 50.57
Pnc Financial Services Group, Inc. 57,768 49.01 60,584 50.56
Flow Traders U.s. Llc 43,533 49.02 156,227 50.56
Lake Street Advisors Group, Llc 28,988 49.02 28,988 50.57
Envestnet Asset Management Inc 28,535 49.03 31,000 50.55
First Citizens Bank & Trust Co 25,928 49.02 28,382 50.56
Clearwater Capital Advisors, LLC 23,823 49.03 23,961 50.54
Next Level Private LLC 16,703 49.03 15,208 50.57
Cerity Partners LLC 16,648 49.01 16,758 50.54
Name Current Shares Current PPS Previous Shares Previous PPS
Jane Street Group, Llc 100,503 49.02 0
Qube Research & Technologies Ltd 926 48.60 0
Advisor Group Holdings, Inc. 514 58.37 546 49.45
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jane Street Group, Llc 100,503 100,503 49.02 0 0.00
Partners Capital Investment Group, Llp 76,491 360,288 49.02 283,797 50.56 26.95
Financial Enhancement Group LLC 13,942 110,458 49.02 96,516 50.56 14.45
Bank Of America Corp /de/ 4,699 64,397 49.02 59,698 50.55 7.87
Jpmorgan Chase & Co 3,545 377,428 49.02 373,883 50.56 0.95
GFG Capital, LLC 2,305 6,780 48.97 4,475 50.50 51.51
Next Level Private LLC 1,495 16,703 49.03 15,208 50.57 9.83
Robertson Stephens Wealth Management, LLC 1,203 70,491 49.01 69,288 50.56 1.74
Qube Research & Technologies Ltd 926 926 48.60 0 0.00
Raymond James Financial Services Advisors, Inc. 494 13,243 49.01 12,749 50.59 3.87
Wells Fargo & Company/mn 459 5,003 48.97 4,544 50.62 10.10
HighTower Advisors, LLC 157 9,611 49.11 9,454 50.56 1.66
55i, Llc 93 60,746 49.02 60,653 50.57 0.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Flow Traders U.s. Llc 112,694 43,533 49.02 156,227 50.56 -72.13
Royal Bank Of Canada 57,905 103,009 49.02 160,914 50.56 -35.99
Morgan Stanley 21,889 244,867 49.02 266,756 50.56 -8.21
UBS Group AG 4,425 65,554 49.01 69,979 50.56 -6.32
Banco Santander, S.A. 2,879 13,180 49.01 16,059 50.56 -17.93
Pnc Financial Services Group, Inc. 2,816 57,768 49.01 60,584 50.56 -4.65
Envestnet Asset Management Inc 2,465 28,535 49.03 31,000 50.55 -7.95
First Citizens Bank & Trust Co 2,454 25,928 49.02 28,382 50.56 -8.65
Deutsche Bank Ag\ 995 81,065 49.02 82,060 50.56 -1.21
Clearwater Capital Advisors, LLC 138 23,823 49.03 23,961 50.54 -0.58
Cerity Partners LLC 110 16,648 49.01 16,758 50.54 -0.66
Advisor Group Holdings, Inc. 32 514 58.37 546 49.45 -5.86
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
FNY Investment Advisers, LLC 200 45.00
Name Shares PPS
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