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 67 72.00 72.70 67.63
Previous Quarter 74 72.00 72.68 68.72

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 24 4 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 2 2 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
Simplex Trading, Llc 153,300 64.61
Simplex Trading, Llc 70,600 60.20
GenWealth Group, Inc. 63,795 72.62
Susquehanna International Group, Llp 56,330 72.63
Susquehanna International Group, Llp 50,700 72.62
Capital Investment Counsel, Inc 33,625 56.62
Susquehanna International Group, Llp 29,100 72.65
Hrt Financial Lp 25,162 72.61
Citadel Advisors Llc 23,500 72.64
TFAGX - TFA AlphaGen Growth Fund Class I 22,820 73.75
Jane Street Group, Llc 18,100 72.65
Advisors Capital Management, LLC 12,000 72.67
Beaton Management Co. Inc. 9,370 72.68
TFAFX - Tactical Growth Allocation Fund Class I 8,920 73.77
Qube Research & Technologies Ltd 8,181 72.61
TFAQX - TFA Quantitative Fund Class I 7,550 73.77
Citadel Advisors Llc 5,900 72.71
Flow Traders U.s. Llc 5,822 72.66
Financial Engines Advisors L.L.C. 4,869 72.70
Jane Street Group, Llc 4,600 72.61

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
Simplex Trading, Llc 153,300 64.61
Simplex Trading, Llc 70,600 60.20
GenWealth Group, Inc. 63,795 72.62
Susquehanna International Group, Llp 56,330 72.63
Susquehanna International Group, Llp 50,700 72.62
Capital Investment Counsel, Inc 33,625 72.62
Susquehanna International Group, Llp 29,100 72.65
Hrt Financial Lp 25,162 72.61
Citadel Advisors Llc 23,500 72.64
TFAGX - TFA AlphaGen Growth Fund Class I 22,820 73.75
Jane Street Group, Llc 18,100 72.65
Harvest Investment Services, LLC 12,550 72.59
Advisors Capital Management, LLC 12,000 72.67
Beaton Management Co. Inc. 9,370 72.68
TFAFX - Tactical Growth Allocation Fund Class I 8,920 73.77
Qube Research & Technologies Ltd 8,181 72.61
TFAQX - TFA Quantitative Fund Class I 7,550 73.77
Citadel Advisors Llc 5,900 72.71
Flow Traders U.s. Llc 5,822 72.66
Financial Engines Advisors L.L.C. 4,869 72.70

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Simplex Trading, Llc 153,300 64.61
Susquehanna International Group, Llp 29,100 72.65
Citadel Advisors Llc 23,500 72.64
Jane Street Group, Llc 18,100 72.65
Harvest Investment Services, LLC 12,550 72.59
Wolverine Trading, Llc 3,700 74.86
Spire Wealth Management 400 72.50
Bnp Paribas Arbitrage, Sa 61 49.18
Royal Bank Of Canada
Advisory Services Network, LLC
Tower Research Capital LLC (TRC)
AdvisorNet Financial, Inc
Regal Investment Advisors LLC
Proequities, Inc.
Mariner, LLC
AlphaStar Capital Management, LLC
Bank Of America Corp /de/
Barclays Plc
HighTower Advisors, LLC
Core Wealth Advisors, Inc.
Renaissance Technologies Llc
BDO Wealth Advisors, LLC
Sound Income Strategies, LLC
Wilbanks Smith & Thomas Asset Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Capital Investment Counsel, Inc 33,625 56.62 33,625 72.62
Commonwealth Equity Services, Llc 4,296 56.56 3,429 72.62
Koshinski Asset Management, Inc. 4,059 4,059 72.68
SOA Wealth Advisors, LLC. 2,370 56.54 2,370 72.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 867 4,296 56.56 3,429 72.62 25.28
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
Harvest Investment Services, LLC 12,550 72.59
Spire Wealth Management 400 72.50
Name Current Shares Current PPS Previous Shares Previous PPS
Capital Investment Counsel, Inc 33,625 56.62 33,625 72.62
Commonwealth Equity Services, Llc 4,296 56.56 3,429 72.62
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 867 4,296 56.56 3,429 72.62 25.28
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