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 316 42.00 43.76 43.22
Previous Quarter 334 212.00 43.76 43.55

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 79 27 0 11 10
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 3 4 25 0 11 10
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
Morgan Stanley 4,514,254 43.76
Bank Of America Corp /de/ 4,012,146 43.76
Avantax Advisory Services, Inc. 2,139,516 43.72
Creative Planning 2,015,448 43.76
LPL Financial LLC 1,066,728 43.76
Aspiriant, Llc 962,282 43.76
Wells Fargo & Company/mn 944,116 43.76
UBS Group AG 941,238 43.76
Ameriprise Financial Inc 920,000 43.75
Jane Street Group, Llc 683,210 43.76
Assetmark, Inc 584,741 43.76
Cwm, Llc 517,619 43.76
Envestnet Asset Management Inc 503,611 43.76
FUKOKU MUTUAL LIFE INSURANCE Co 458,000 43.76
M&t Bank Corp 428,457 43.76
Raymond James & Associates 369,823 43.76
Journey Strategic Wealth Llc 337,412 32.76
Royal Bank Of Canada 323,423 43.76
Bank of New York Mellon Corp 294,193 43.76
DGS - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 286,645 43.76

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
Morgan Stanley 4,514,254 43.76
Bank Of America Corp /de/ 4,012,146 43.76
Avantax Advisory Services, Inc. 2,139,516 43.72
Creative Planning 2,015,448 43.76
LPL Financial LLC 1,066,728 43.76
Aspiriant, Llc 962,282 43.76
Wells Fargo & Company/mn 944,116 43.76
UBS Group AG 941,238 43.76
Ameriprise Financial Inc 920,000 43.75
Jane Street Group, Llc 683,210 43.76
Assetmark, Inc 584,741 43.76
CLSAX - CLS Global Diversified Equity Fund Class N 545,000 43.25
Cwm, Llc 517,619 43.76
Envestnet Asset Management Inc 503,611 43.76
FUKOKU MUTUAL LIFE INSURANCE Co 458,000 43.76
M&t Bank Corp 428,457 43.76
Raymond James & Associates 369,823 43.76
Journey Strategic Wealth Llc 337,412 32.76
Royal Bank Of Canada 323,423 43.76
Bank of New York Mellon Corp 294,193 43.76

 

Recent Quarter Analysis

Name Shares PPS
My Legacy Advisors, LLC 11,743 35.85
Wolff Wiese Magana Llc 179 39.11
Sound Income Strategies, LLC 32 31.25
Name Shares PPS
CLSAX - CLS Global Diversified Equity Fund Class N 545,000 43.25
Citadel Advisors Llc 233,275 43.76
Citadel Advisors Llc 233,275 43.76
Canandaigua National Corp 129,572 43.76
Moody National Bank Trust Division 16,900 43.79
One + One Wealth Management, Llc 11,302 43.80
IFP Advisors, Inc 6,664 43.22
EisnerAmper Wealth Management Corporate Benefits, LLC 5,092 43.79
Capital City Trust Co/fl 4,723 43.83
Herold Advisors, Inc. 100 43760.00
Inscription Capital, LLC
Fsb Premier Wealth Management, Inc.
Oppenheimer & Co Inc
Mv Capital Management, Inc.
Brown Miller Wealth Management, LLC
BlackRock Inc.
WestEnd Advisors, LLC
Financial Insights, Inc.
Simmons Bank
Bessemer Group Inc
Vanguard Capital Wealth Advisors
Kings Point Capital Management
Tradition Wealth Management, LLC
Dividend Asset Capital, Llc
Merit Financial Group, LLC
Quadrant Private Wealth Management, LLC
Belpointe Asset Management LLC
CoreCap Advisors, LLC
Better Money Decisions, LLC
Barclays Plc
Equitable Holdings, Inc.
Financial Connections Group, Inc.
Pacitti Group Inc.
Stephens Inc /ar/
Two Sigma Securities, Llc
Running Point Capital Advisors, LLC
TCI Wealth Advisors, Inc.
Arkadios Wealth Advisors
GM Advisory Group, Inc.
WMS Partners, LLC
Jacobi Capital Management LLC
Holderness Investments Co
Cornerstone Advisory, LLC
Advisory Services Network, LLC
Alpine Woods Capital Investors, Llc
Amplius Wealth Advisors, LLC
Hc Financial Advisors Inc
Firestone Capital Management
MA Private Wealth
First Horizon Advisors, Inc.
Americana Partners, LLC
Orion Capital Management LLC
Viridian Ria, Llc
Cutler Group LP
Trust Co Of Oklahoma
Capital Investment Advisory Services, LLC
Robbins Farley Llc
Old North State Trust, LLC
Flagship Harbor Advisors, Llc
Lakeview Capital Partners, LLC
Menlo Advisors Llc
Renaissance Technologies Llc
Huntington National Bank
AE Wealth Management LLC
Econ Financial Services Corp
Flow Traders U.s. Llc
Institutional & Family Asset Management, Llc
Nauset Wealth Management. LLC
TD Capital Management LLC
Argent Trust Co
Retirement Planning Co of New England, Inc.
Spectrum Asset Management, Inc. (NB/CA)
AlphaCore Capital LLC
Asset Management Advisors, LLC
Cutler Group LP
Accredited Investors Inc.
RWM Asset Management, LLC
Chicago Partners Investment Group LLC
Millburn Ridgefield Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Karp Capital Management Corp 149,890 37.03 291,172 43.76
McNamara Financial Services, Inc. 90,335 37.03 88,817 43.76
Cambridge Investment Research Advisors, Inc. 89,198 37.03 81,780 43.76
Signature Estate & Investment Advisors Llc 71,463 37.03 33,211 43.75
Evanson Asset Management, LLC 38,951 37.02 42,738 43.75
Miracle Mile Advisors, LLC 35,498 37.02 36,911 43.75
Rothschild Investment Corp /il 28,355 37.03 28,705 43.76
Koshinski Asset Management, Inc. 24,961 0.04 4,363 43.78
Unison Advisors LLC 16,888 37.01 26,849 43.76
Private Advisor Group, LLC 12,901 37.05 12,427 43.78
Orion Portfolio Solutions, LLC 12,771 37.04 12,914 43.75
McKinley Carter Wealth Services, Inc. 12,496 37.05 12,566 43.77
HBW Advisory Services LLC 8,171 37.08 7,256 43.83
Kwmg, Llc 6,405 37.00 6,505 43.81
ACG Wealth 4,742 37.12 4,736 43.71
FSC Wealth Advisors, LLC 1,747 37.21 194 41.24
First National Bank of South Miami 1,572 36.90 1,572 43.89
CVA Family Office, LLC 830 37.35 830 43.37
Covington Capital Management 600 36.67 600 43.33
Global Retirement Partners, LLC 515 36.89 587 40.89
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Signature Estate & Investment Advisors Llc 38,252 71,463 37.03 33,211 43.75 115.18
Koshinski Asset Management, Inc. 20,598 24,961 0.04 4,363 43.78 472.11
Cambridge Investment Research Advisors, Inc. 7,418 89,198 37.03 81,780 43.76 9.07
FSC Wealth Advisors, LLC 1,553 1,747 37.21 194 41.24 800.52
McNamara Financial Services, Inc. 1,518 90,335 37.03 88,817 43.76 1.71
HBW Advisory Services LLC 915 8,171 37.08 7,256 43.83 12.61
Private Advisor Group, LLC 474 12,901 37.05 12,427 43.78 3.81
Cordasco Financial Network 50 249 36.14 199 45.23 25.13
Sargent Bickham Lagudis LLC 15 59 33.90 44 45.45 34.09
ACG Wealth 6 4,742 37.12 4,736 43.71 0.13
Newbridge Financial Services Group, Inc. 2 126 39.68 124 40.32 1.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Karp Capital Management Corp 141,282 149,890 37.03 291,172 43.76 -48.52
Unison Advisors LLC 9,961 16,888 37.01 26,849 43.76 -37.10
Evanson Asset Management, LLC 3,787 38,951 37.02 42,738 43.75 -8.86
Miracle Mile Advisors, LLC 1,413 35,498 37.02 36,911 43.75 -3.83
Rothschild Investment Corp /il 350 28,355 37.03 28,705 43.76 -1.22
Optimum Investment Advisors 255 56 35.71 311 45.02 -81.99
Orion Portfolio Solutions, LLC 143 12,771 37.04 12,914 43.75 -1.11
Kwmg, Llc 100 6,405 37.00 6,505 43.81 -1.54
Global Retirement Partners, LLC 72 515 36.89 587 40.89 -12.27
McKinley Carter Wealth Services, Inc. 70 12,496 37.05 12,566 43.77 -0.56
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 0
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
My Legacy Advisors, LLC 11,743 35.85
Wolff Wiese Magana Llc 179 39.11
Sound Income Strategies, LLC 32 31.25
Name Shares PPS
Canandaigua National Corp 129,572 43.76
Capital City Trust Co/fl 4,723 43.83
One + One Wealth Management, Llc 11,302 43.80
Herold Advisors, Inc. 100 43760.00
Name Current Shares Current PPS Previous Shares Previous PPS
Karp Capital Management Corp 149,890 37.03 291,172 43.76
McNamara Financial Services, Inc. 90,335 37.03 88,817 43.76
Cambridge Investment Research Advisors, Inc. 89,198 37.03 81,780 43.76
Signature Estate & Investment Advisors Llc 71,463 37.03 33,211 43.75
Evanson Asset Management, LLC 38,951 37.02 42,738 43.75
Miracle Mile Advisors, LLC 35,498 37.02 36,911 43.75
Rothschild Investment Corp /il 28,355 37.03 28,705 43.76
Koshinski Asset Management, Inc. 24,961 0.04 4,363 43.78
Unison Advisors LLC 16,888 37.01 26,849 43.76
Private Advisor Group, LLC 12,901 37.05 12,427 43.78
Orion Portfolio Solutions, LLC 12,771 37.04 12,914 43.75
McKinley Carter Wealth Services, Inc. 12,496 37.05 12,566 43.77
HBW Advisory Services LLC 8,171 37.08 7,256 43.83
Kwmg, Llc 6,405 37.00 6,505 43.81
ACG Wealth 4,742 37.12 4,736 43.71
FSC Wealth Advisors, LLC 1,747 37.21 194 41.24
First National Bank of South Miami 1,572 36.90 1,572 43.89
CVA Family Office, LLC 830 37.35 830 43.37
Global Retirement Partners, LLC 515 36.89 587 40.89
Webster Bank, N. A. 325 36.92 325 43.08
Cordasco Financial Network 249 36.14 199 45.23
Newbridge Financial Services Group, Inc. 126 39.68 124 40.32
Sargent Bickham Lagudis LLC 59 33.90 44 45.45
Mascoma Wealth Management LLC 58 34.48 58 51.72
Optimum Investment Advisors 56 35.71 311 45.02
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Signature Estate & Investment Advisors Llc 38,252 71,463 37.03 33,211 43.75 115.18
Koshinski Asset Management, Inc. 20,598 24,961 0.04 4,363 43.78 472.11
Cambridge Investment Research Advisors, Inc. 7,418 89,198 37.03 81,780 43.76 9.07
FSC Wealth Advisors, LLC 1,553 1,747 37.21 194 41.24 800.52
McNamara Financial Services, Inc. 1,518 90,335 37.03 88,817 43.76 1.71
HBW Advisory Services LLC 915 8,171 37.08 7,256 43.83 12.61
Private Advisor Group, LLC 474 12,901 37.05 12,427 43.78 3.81
Cordasco Financial Network 50 249 36.14 199 45.23 25.13
Sargent Bickham Lagudis LLC 15 59 33.90 44 45.45 34.09
ACG Wealth 6 4,742 37.12 4,736 43.71 0.13
Newbridge Financial Services Group, Inc. 2 126 39.68 124 40.32 1.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Karp Capital Management Corp 141,282 149,890 37.03 291,172 43.76 -48.52
Unison Advisors LLC 9,961 16,888 37.01 26,849 43.76 -37.10
Evanson Asset Management, LLC 3,787 38,951 37.02 42,738 43.75 -8.86
Miracle Mile Advisors, LLC 1,413 35,498 37.02 36,911 43.75 -3.83
Rothschild Investment Corp /il 350 28,355 37.03 28,705 43.76 -1.22
Optimum Investment Advisors 255 56 35.71 311 45.02 -81.99
Orion Portfolio Solutions, LLC 143 12,771 37.04 12,914 43.75 -1.11
Kwmg, Llc 100 6,405 37.00 6,505 43.81 -1.54
Global Retirement Partners, LLC 72 515 36.89 587 40.89 -12.27
McKinley Carter Wealth Services, Inc. 70 12,496 37.05 12,566 43.77 -0.56
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