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 30 33.00 33.49 33.43
Previous Quarter 35 37.00 37.14 37.02

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 16 14 3 8 3
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 1 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
Sepio Capital, LP 92,696 33.50
Aviance Capital Partners, LLC 34,906 33.49
Royal Bank Of Canada 32,343 33.48
Avantax Advisory Services, Inc. 25,136 33.58
Goldman Sachs Group Inc 21,029 33.48
Citadel Advisors Llc 12,977 33.52
Advisory Services Network, LLC 7,619 33.47
Moors & Cabot, Inc. 6,503 33.52
Susquehanna International Group, Llp 6,138 33.56
Global Retirement Partners, LLC 4,392 29.37
Advisor Group Holdings, Inc. 3,593 33.40
1832 Asset Management L.P. 2,000 33.00
UBS Group AG 1,651 33.31
Morgan Stanley 1,123 33.84
Hanson & Doremus Investment Management 953 33.58
PSI Advisors, LLC 853 34.00
Simplex Trading, Llc 752 34.57
Financial Advisory Service, Inc. 669 32.88
Money Concepts Capital Corp 550 32.73
National Bank Of Canada /fi/ 315 34.92

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
Sepio Capital, LP 73,422 37.14
Aviance Capital Partners, LLC 36,933 37.15
LPL Financial LLC 34,151 37.13
Susquehanna International Group, Llp 26,743 37.13
Goldman Sachs Group Inc 21,029 37.14
Royal Bank Of Canada 14,701 37.14
Cardan Capital Partners, LLC 10,991 34.57
Advisory Services Network, LLC 7,812 37.12
Wilbanks Smith & Thomas Asset Management Llc 5,689 37.09
Advisor Group Holdings, Inc. 3,593 37.29
Morgan Stanley 1,123 37.40
Hanson & Doremus Investment Management 952 36.76
PSI Advisors, LLC 853 37.51
Simplex Trading, Llc 752 34.57
Financial Advisory Service, Inc. 668 37.43
IFP Advisors, Inc 619 37.16
National Bank Of Canada /fi/ 315 38.10
UBS Group AG 128 39.06
Parallel Advisors, LLC 98 40.82
JJJ Advisors Inc. 3

 

Recent Quarter Analysis

Name Shares PPS
Avantax Advisory Services, Inc. 25,136 33.58
Moors & Cabot, Inc. 6,503 33.52
1832 Asset Management L.P. 2,000 33.00
Name Shares PPS
LPL Financial LLC 34,151 37.13
Cardan Capital Partners, LLC 10,991 34.57
Wilbanks Smith & Thomas Asset Management Llc 5,689 37.09
IFP Advisors, Inc 619 37.16
Parallel Advisors, LLC 98 40.82
JJJ Advisors Inc. 3
Gerber Kawasaki Wealth & Investment Management
Brendel Financial Advisors LLC
Bank Of America Corp /de/
Fmr Llc
Arkadios Wealth Advisors
Cetera Advisors LLC
Wealthcare Advisory Partners LLC
Carroll Financial Associates, Inc.
Proequities, Inc.
Private Advisor Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Sepio Capital, LP 92,696 33.50 73,422 37.14
Aviance Capital Partners, LLC 34,906 33.49 36,933 37.15
Royal Bank Of Canada 32,343 33.48 14,701 37.14
Goldman Sachs Group Inc 21,029 33.48 21,029 37.14
Advisory Services Network, LLC 7,619 33.47 7,812 37.12
Susquehanna International Group, Llp 6,138 33.56 26,743 37.13
Advisor Group Holdings, Inc. 3,593 33.40 3,593 37.29
UBS Group AG 1,651 33.31 128 39.06
Morgan Stanley 1,123 33.84 1,123 37.40
Hanson & Doremus Investment Management 953 33.58 952 36.76
PSI Advisors, LLC 853 34.00 853 37.51
Financial Advisory Service, Inc. 669 32.88 668 37.43
National Bank Of Canada /fi/ 315 34.92 315 38.10
Parallel Advisors, LLC 98 30.61 98 40.82
Name Current Shares Current PPS Previous Shares Previous PPS
Citadel Advisors Llc 12,977 33.52 0
Global Retirement Partners, LLC 4,392 29.37 0
Money Concepts Capital Corp 550 32.73 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sepio Capital, LP 19,274 92,696 33.50 73,422 37.14 26.25
Royal Bank Of Canada 17,642 32,343 33.48 14,701 37.14 120.01
Citadel Advisors Llc 12,977 12,977 33.52 0 0.00
Global Retirement Partners, LLC 4,392 4,392 29.37 0 0.00
UBS Group AG 1,523 1,651 33.31 128 39.06 1189.84
Money Concepts Capital Corp 550 550 32.73 0 0.00
Hanson & Doremus Investment Management 1 953 33.58 952 36.76 0.11
Financial Advisory Service, Inc. 1 669 32.88 668 37.43 0.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Susquehanna International Group, Llp 20,605 6,138 33.56 26,743 37.13 -77.05
Aviance Capital Partners, LLC 2,027 34,906 33.49 36,933 37.15 -5.49
Advisory Services Network, LLC 193 7,619 33.47 7,812 37.12 -2.47
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
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 4,392 29.37 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 4,392 4,392 29.37 0 0.00
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