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 336 31.00 31.87 30.71
Previous Quarter 352 31.00 31.87 30.87

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 4 63 33 0 16 8
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 0 25 0 13 7
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 2,466,526 31.87
Bank Of America Corp /de/ 1,656,785 31.87
Creative Planning 1,579,034 31.87
Royal Bank Of Canada 1,478,536 31.87
UBS Group AG 1,365,424 31.87
LPL Financial LLC 1,288,434 31.87
United Capital Financial Advisers, Llc 1,098,045 31.87
M&t Bank Corp 968,204 31.87
Wells Fargo & Company/mn 711,529 31.87
Ameriprise Financial Inc 663,952 31.88
Commonwealth Equity Services, Llc 546,033 31.87
Keybank National Association/oh 539,606 31.87
VAUGHAN & Co SECURITIES, INC. 504,215 0.03
Assetmark, Inc 452,639 31.87
EisnerAmper Wealth Management Corporate Benefits, LLC 433,992 28.22
Del-Sette Capital Management, LLC 406,500 31.87
Advisor Group Holdings, Inc. 386,737 26.03
Raymond James Financial Services Advisors, Inc. 308,777 31.87
Kestra Advisory Services, LLC 298,980 31.87
Envestnet Asset Management Inc 287,893 31.87

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 2,466,526 31.87
Bank Of America Corp /de/ 1,656,785 31.87
Creative Planning 1,579,034 31.87
Royal Bank Of Canada 1,478,536 31.87
UBS Group AG 1,365,424 31.87
LPL Financial LLC 1,288,434 31.87
United Capital Financial Advisers, Llc 1,098,045 31.87
M&t Bank Corp 968,204 31.87
Wells Fargo & Company/mn 711,529 31.87
Ameriprise Financial Inc 663,952 31.88
Commonwealth Equity Services, Llc 546,033 31.87
Keybank National Association/oh 539,606 31.87
VAUGHAN & Co SECURITIES, INC. 504,215 0.03
Assetmark, Inc 452,639 31.87
EisnerAmper Wealth Management Corporate Benefits, LLC 430,142 31.87
Del-Sette Capital Management, LLC 406,500 31.87
Advisor Group Holdings, Inc. 386,737 26.03
Raymond James Financial Services Advisors, Inc. 308,777 31.87
Kestra Advisory Services, LLC 298,980 31.87
Envestnet Asset Management Inc 287,893 31.87

 

Recent Quarter Analysis

Name Shares PPS
JNBA Financial Advisors 177,961 31.87
Massmutual Trust Co Fsb/adv 333
ACG Wealth 166 30.12
Cordasco Financial Network 40 25.00
Name Shares PPS
JNBA Financial Advisors 177,961 31.87
Cardan Capital Partners, LLC 58,814 30.83
IFP Advisors, Inc 57,062 32.93
Moors & Cabot, Inc. 30,000 0.03
Harborview Advisors, LLC 21,658 30.84
Susquehanna International Group, Llp 9,400 31.91
Susquehanna International Group, Llp 9,400 31.91
Sonora Investment Management, LLC 1,385 31.05
Carroll Financial Associates, Inc. 176 28.41
Bbva Usa 106 28.30
Northwest Bancshares, Inc.
Banque Cantonale Vaudoise
Atlas Private Wealth Advisors
Lindbrook Capital, Llc
Inscription Capital, LLC
Integrated Capital Management, Inc.
WealthTrust Asset Management, LLC
Personal Wealth Partners
Capstone Triton Financial Group, LLC
Enterprise Financial Services Corp
Fragasso Group Inc.
Eaton Vance Management
Quadrant Private Wealth Management, LLC
AE Wealth Management LLC
Mariner, LLC
Arkadios Wealth Advisors
Running Point Capital Advisors, LLC
TFC Financial Management
Private Wealth Advisors, LLC
RWM Asset Management, LLC
Signet Financial Management, Llc
Avantax Planning Partners, Inc.
Huntington National Bank
Sowell Financial Services LLC
Trust Co Of Vermont
National Asset Management, Inc.
Sandy Spring Bank
Two Sigma Securities, Llc
Barclays Plc
Whittier Trust Co
Pacitti Group Inc.
Flagship Harbor Advisors, Llc
XML Financial, LLC
Capital Investment Advisory Services, LLC
JJJ Advisors Inc.
Old North State Trust, LLC
Harvest Investment Services, LLC
We Are One Seven, LLC
Qube Research & Technologies Ltd
CVA Family Office, LLC
Altshuler Shaham Ltd
Integrated Wealth Concepts LLC
Oakworth Capital, Inc.
Meeder Asset Management Inc
Simplex Trading, Llc
Tower Research Capital LLC (TRC)
Goodwin Investment Advisory
Lakeview Capital Partners, LLC
Centaurus Financial, Inc.
CENTRAL TRUST Co
Pasadena Private Wealth, LLC
Cassady Schiller Wealth Management, LLC
Valley National Advisers Inc
Name Current Shares Current PPS Previous Shares Previous PPS
EisnerAmper Wealth Management Corporate Benefits, LLC 433,992 28.22 430,142 31.87
Signature Estate & Investment Advisors Llc 145,753 28.22 144,008 31.87
Melone Private Wealth, LLC 119,214 28.22 119,368 30.57
Cambridge Investment Research Advisors, Inc. 111,076 28.22 100,088 31.87
Evanson Asset Management, LLC 101,442 28.22 105,831 31.87
West Bancorporation Inc 61,691 28.22 53,808 31.87
Parsec Financial Management, Inc. 59,836 28.23 62,257 31.87
180 Wealth Advisors, Llc 55,361 28.58 55,271 31.86
Alhambra Investment Partners LLC 50,218 28.22 41,373 31.88
Private Advisor Group, LLC 48,169 28.21 49,998 31.86
Connecticut Wealth Management, LLC 44,045 28.22 47,517 31.86
Alaska Permanent Capital Management 40,211 28.20 48,849 31.85
Legacy Private Trust Co. 25,190 28.23 14,231 31.90
Marino, Stram & Associates Llc 23,098 28.23 22,203 31.89
Plimoth Trust Co Llc 18,300 28.25 18,455 31.86
Allworth Financial LP 17,961 28.23 5,097 31.78
McNamara Financial Services, Inc. 13,019 28.19 11,544 31.88
Raymond James Trust N.a. 11,537 28.26 11,537 31.81
Orion Portfolio Solutions, LLC 8,665 28.27 7,697 31.83
John W. Brooker & Co., CPAs 7,743 28.15 7,740 31.91
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Allworth Financial LP 12,864 17,961 28.23 5,097 31.78 252.38
Cambridge Investment Research Advisors, Inc. 10,988 111,076 28.22 100,088 31.87 10.98
Legacy Private Trust Co. 10,959 25,190 28.23 14,231 31.90 77.01
Alhambra Investment Partners LLC 8,845 50,218 28.22 41,373 31.88 21.38
West Bancorporation Inc 7,883 61,691 28.22 53,808 31.87 14.65
EisnerAmper Wealth Management Corporate Benefits, LLC 3,850 433,992 28.22 430,142 31.87 0.90
Signature Estate & Investment Advisors Llc 1,745 145,753 28.22 144,008 31.87 1.21
McNamara Financial Services, Inc. 1,475 13,019 28.19 11,544 31.88 12.78
Orion Portfolio Solutions, LLC 968 8,665 28.27 7,697 31.83 12.58
Marino, Stram & Associates Llc 895 23,098 28.23 22,203 31.89 4.03
Tsfg, Llc 401 645 27.91 244 32.79 164.34
180 Wealth Advisors, Llc 90 55,361 28.58 55,271 31.86 0.16
Optimum Investment Advisors 5 6,285 28.16 6,280 31.85 0.08
AdvisorNet Financial, Inc 4 990 28.28 986 31.44 0.41
Global Retirement Partners, LLC 3 2,882 28.11 2,879 29.52 0.10
John W. Brooker & Co., CPAs 3 7,743 28.15 7,740 31.91 0.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Alaska Permanent Capital Management 8,638 40,211 28.20 48,849 31.85 -17.68
Evanson Asset Management, LLC 4,389 101,442 28.22 105,831 31.87 -4.15
Lake Street Financial Llc 4,085 7,194 28.22 11,279 31.83 -36.22
Connecticut Wealth Management, LLC 3,472 44,045 28.22 47,517 31.86 -7.31
Parsec Financial Management, Inc. 2,421 59,836 28.23 62,257 31.87 -3.89
Private Advisor Group, LLC 1,829 48,169 28.21 49,998 31.86 -3.66
Plimoth Trust Co Llc 155 18,300 28.25 18,455 31.86 -0.84
Melone Private Wealth, LLC 154 119,214 28.22 119,368 30.57 -0.13
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
ACG Wealth 166 30.12
Cordasco Financial Network 40 25.00
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Signature Estate & Investment Advisors Llc 145,753 28.22 144,008 31.87
Melone Private Wealth, LLC 119,214 28.22 119,368 30.57
Cambridge Investment Research Advisors, Inc. 111,076 28.22 100,088 31.87
Evanson Asset Management, LLC 101,442 28.22 105,831 31.87
West Bancorporation Inc 61,691 28.22 53,808 31.87
180 Wealth Advisors, Llc 55,361 28.58 55,271 31.86
Alhambra Investment Partners LLC 50,218 28.22 41,373 31.88
Private Advisor Group, LLC 48,169 28.21 49,998 31.86
Connecticut Wealth Management, LLC 44,045 28.22 47,517 31.86
Alaska Permanent Capital Management 40,211 28.20 48,849 31.85
Marino, Stram & Associates Llc 23,098 28.23 22,203 31.89
Plimoth Trust Co Llc 18,300 28.25 18,455 31.86
Allworth Financial LP 17,961 28.23 5,097 31.78
McNamara Financial Services, Inc. 13,019 28.19 11,544 31.88
Raymond James Trust N.a. 11,537 28.26 11,537 31.81
Orion Portfolio Solutions, LLC 8,665 28.27 7,697 31.83
John W. Brooker & Co., CPAs 7,743 28.15 7,740 31.91
Lake Street Financial Llc 7,194 28.22 11,279 31.83
Optimum Investment Advisors 6,285 28.16 6,280 31.85
First National Bank of South Miami 2,943 28.20 2,943 31.94
Global Retirement Partners, LLC 2,882 28.11 2,879 29.52
Webster Bank, N. A. 2,604 28.03 2,604 31.87
Tsfg, Llc 645 27.91 244 32.79
Pinnacle Bancorp, Inc. 450 28.89 450 31.11
Piscataqua Savings Bank 258 27.13 258 31.01
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Allworth Financial LP 12,864 17,961 28.23 5,097 31.78 252.38
Cambridge Investment Research Advisors, Inc. 10,988 111,076 28.22 100,088 31.87 10.98
Alhambra Investment Partners LLC 8,845 50,218 28.22 41,373 31.88 21.38
West Bancorporation Inc 7,883 61,691 28.22 53,808 31.87 14.65
Signature Estate & Investment Advisors Llc 1,745 145,753 28.22 144,008 31.87 1.21
McNamara Financial Services, Inc. 1,475 13,019 28.19 11,544 31.88 12.78
Orion Portfolio Solutions, LLC 968 8,665 28.27 7,697 31.83 12.58
Marino, Stram & Associates Llc 895 23,098 28.23 22,203 31.89 4.03
Tsfg, Llc 401 645 27.91 244 32.79 164.34
180 Wealth Advisors, Llc 90 55,361 28.58 55,271 31.86 0.16
Optimum Investment Advisors 5 6,285 28.16 6,280 31.85 0.08
John W. Brooker & Co., CPAs 3 7,743 28.15 7,740 31.91 0.04
Global Retirement Partners, LLC 3 2,882 28.11 2,879 29.52 0.10
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Alaska Permanent Capital Management 8,638 40,211 28.20 48,849 31.85 -17.68
Evanson Asset Management, LLC 4,389 101,442 28.22 105,831 31.87 -4.15
Lake Street Financial Llc 4,085 7,194 28.22 11,279 31.83 -36.22
Connecticut Wealth Management, LLC 3,472 44,045 28.22 47,517 31.86 -7.31
Private Advisor Group, LLC 1,829 48,169 28.21 49,998 31.86 -3.66
Plimoth Trust Co Llc 155 18,300 28.25 18,455 31.86 -0.84
Melone Private Wealth, LLC 154 119,214 28.22 119,368 30.57 -0.13
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