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 70 66.00 65.91 65.81
Previous Quarter 76 67.00 65.91 65.84

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 26 2 0 0 1
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 1 0 0 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
Motley Fool Wealth Management, LLC 312,872 65.91
Raymond James & Associates 180,056 65.91
Morgan Stanley 155,007 65.91
UBS Group AG 148,098 65.91
Jane Street Group, Llc 57,036 65.91
Lansing Street Advisors 52,958 63.86
Bank of New York Mellon Corp 51,709 65.91
DLS - WisdomTree International SmallCap Dividend Fund N/A 51,708 65.91
Barry Investment Advisors, LLC 24,234 65.90
Stifel Financial Corp 17,413 65.93
Pekin Hardy Strauss, Inc. 14,696 65.94
Roberts Glore & Co Inc /il/ 9,037 65.95
Hsbc Holdings Plc 7,450 65.91
Royal Bank Of Canada 7,384 65.82
Bank Of America Corp /de/ 6,708 65.89
Cornerstone Capital, Inc. 6,022 65.92
Wintrust Investments Llc 5,500 66.00
LPL Financial LLC 4,631 65.86
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,535 65.93
Relative Value Partners Group, LLC 4,058 65.80

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
Motley Fool Wealth Management, LLC 312,872 65.91
Raymond James & Associates 180,056 65.91
Morgan Stanley 155,007 65.91
UBS Group AG 148,098 65.91
Jane Street Group, Llc 57,036 65.91
Lansing Street Advisors 52,958 63.86
Bank of New York Mellon Corp 51,709 65.91
DLS - WisdomTree International SmallCap Dividend Fund N/A 51,708 65.91
Barry Investment Advisors, LLC 24,234 65.90
Stifel Financial Corp 17,413 65.93
Pekin Hardy Strauss, Inc. 14,696 65.94
Roberts Glore & Co Inc /il/ 9,037 65.95
Hsbc Holdings Plc 7,450 65.91
Royal Bank Of Canada 7,384 65.82
Bank Of America Corp /de/ 6,708 65.89
Cornerstone Capital, Inc. 6,022 65.92
Wintrust Investments Llc 5,500 66.00
LPL Financial LLC 4,631 65.86
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,535 65.93
Relative Value Partners Group, LLC 4,058 65.80

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Investmark Advisory Group LLC 1,417 71.28
Koshinski Asset Management, Inc. 561 65.95
Advisory Services Network, LLC
Old Mission Capital Llc
IAG Wealth Partners, LLC
Atlas Capital Advisors Llc
HighTower Advisors, LLC
Capital Investment Advisory Services, LLC
3EDGE Asset Management, LP
Nkcfo Llc
Fort Sheridan Advisors Llc
Litman Gregory Asset Management LLC
Belpointe Asset Management LLC
Proequities, Inc.
Meeder Asset Management Inc
Citigroup Inc
EPG Wealth Management LLC
Captrust Financial Advisors
CoreCap Advisors, LLC
Flow Traders U.s. Llc
Cahill Financial Advisors Inc
Parallel Advisors, LLC
United Capital Financial Advisers, Llc
Ironsides Asset Advisors, LLC
Steward Partners Investment Advisory, Llc
Citadel Advisors Llc
Name Current Shares Current PPS Previous Shares Previous PPS
E&G Advisors, LP 3,908 59.37 3,921 65.80
Tsfg, Llc 149 60.40 149 67.11
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
E&G Advisors, LP 13 3,908 59.37 3,921 65.80 -0.33
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
Investmark Advisory Group LLC 1,417 71.28
Koshinski Asset Management, Inc. 561 65.95
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 149 60.40 149 67.11
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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