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 103 66.00 67.21 67.04
Previous Quarter 105 67.00 67.21 67.24

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 7 0 1 2
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 1 6 0 1 2
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
Hnp Capital Llc 225,104 67.21
Courier Capital Llc 225,104 67.21
Motley Fool Wealth Management, LLC 215,157 67.21
Morgan Stanley 160,650 67.21
Jane Street Group, Llc 138,774 67.21
UBS Group AG 137,800 67.21
Mirae Asset Global Investments Co., Ltd. 68,000 67.21
Bank of New York Mellon Corp 66,210 67.21
DLS - WisdomTree International SmallCap Dividend Fund N/A 66,209 67.21
Susquehanna International Group, Llp 40,494 67.22
Vontobel Holding Ltd. 35,078 67.22
Raymond James & Associates 31,210 67.22
Bank Of America Corp /de/ 30,493 67.23
Royal Bank Of Canada 29,564 67.21
LPL Financial LLC 28,588 67.20
Citadel Advisors Llc 28,407 67.20
Sovereign Financial Group, Inc. 25,195 67.20
Conservest Capital Advisors, Inc. 18,242 55.20
Old Mission Capital Llc 17,701 67.23
Commonwealth Equity Services, Llc 16,763 67.17

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
Hnp Capital Llc 225,104 67.21
Courier Capital Llc 225,104 67.21
Motley Fool Wealth Management, LLC 215,157 67.21
Morgan Stanley 160,650 67.21
Jane Street Group, Llc 138,774 67.21
UBS Group AG 137,800 67.21
Mirae Asset Global Investments Co., Ltd. 68,000 67.21
Bank of New York Mellon Corp 66,210 67.21
DLS - WisdomTree International SmallCap Dividend Fund N/A 66,209 67.21
Susquehanna International Group, Llp 40,494 67.22
Vontobel Holding Ltd. 35,078 67.22
Raymond James & Associates 31,210 67.22
Bank Of America Corp /de/ 30,493 67.23
Royal Bank Of Canada 29,564 67.21
LPL Financial LLC 28,588 67.20
Citadel Advisors Llc 28,407 67.20
Sovereign Financial Group, Inc. 25,195 67.20
Conservest Capital Advisors, Inc. 18,339 67.23
Old Mission Capital Llc 17,701 67.23
Commonwealth Equity Services, Llc 16,763 67.17

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp 40,494 67.22
Koshinski Asset Management, Inc. 54 74.07
Enterprise Financial Services Corp
Total Clarity Wealth Management, Inc.
Capital Investment Advisory Services, LLC
Sargent Bickham Lagudis LLC
Cedar Mountain Advisors, LLC
Wagner Wealth Management, Llc
Stifel Financial Corp
Fifth Third Bancorp
MTM Investment Management, LLC
Merriman Wealth Management, LLC
Proequities, Inc.
Cetera Advisor Networks LLC
Mml Investors Services, Llc
Quadrant Capital Group Llc
Qube Research & Technologies Ltd
Eaton Vance Management
Seelaus Asset Management LLC
Parallel Advisors, LLC
Financial Advisory Service, Inc.
Barry Investment Advisors, LLC
Guidance Point Advisors, LLC
O'shaughnessy Asset Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Conservest Capital Advisors, Inc. 18,242 55.20 18,339 67.23
Cambridge Investment Research Advisors, Inc. 6,687 55.18 6,834 67.16
Acorn Financial Advisory Services Inc /adv 4,771 55.12 4,757 67.27
West Bancorporation Inc 320 56.25 320 68.75
Lowe Wealth Advisors, LLC 115 52.17 115 69.57
Allworth Financial LP 83 60.24 83 72.29
Tsfg, Llc 26 38.46 26 76.92
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Acorn Financial Advisory Services Inc /adv 14 4,771 55.12 4,757 67.27 0.29
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 147 6,687 55.18 6,834 67.16 -2.15
Conservest Capital Advisors, Inc. 97 18,242 55.20 18,339 67.23 -0.53
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
Koshinski Asset Management, Inc. 54 74.07
Name Current Shares Current PPS Previous Shares Previous PPS
Conservest Capital Advisors, Inc. 18,242 55.20 18,339 67.23
Cambridge Investment Research Advisors, Inc. 6,687 55.18 6,834 67.16
Acorn Financial Advisory Services Inc /adv 4,771 55.12 4,757 67.27
West Bancorporation Inc 320 56.25 320 68.75
Allworth Financial LP 83 60.24 83 72.29
Tsfg, Llc 26 38.46 26 76.92
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Acorn Financial Advisory Services Inc /adv 14 4,771 55.12 4,757 67.27 0.29
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 147 6,687 55.18 6,834 67.16 -2.15
Conservest Capital Advisors, Inc. 97 18,242 55.20 18,339 67.23 -0.53
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