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 887 232.00 47.64 51.14
Previous Quarter 899 258.00 53.41 62.25

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 55 159 678 23 362 239
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 1 0 1 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 1 11 0 8 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 8,234,919 0.00 0.00 0 0.00 0.00
Previous Quarter 8,222,430 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
First Command Advisory Services, Inc. 33,666,903 47.66
Morgan Stanley 18,267,251 47.64
Bank Of America Corp /de/ 18,133,221 47.64
Ameriprise Financial Inc 9,299,961 47.72
LPL Financial LLC 8,550,240 47.64
Fmr Llc 8,208,042 47.64
Envestnet Asset Management Inc 7,950,676 47.64
Pnc Financial Services Group, Inc. 7,129,835 47.64
Raymond James Financial Services Advisors, Inc. 6,879,195 47.64
Commonwealth Equity Services, Llc 6,544,077 47.64
Capital Investment Advisors, LLC 5,788,726 47.64
Wells Fargo & Company/mn 4,984,269 47.64
UBS Group AG 4,901,656 47.64
Goldman Sachs Group Inc 4,788,490 47.64
Royal Bank Of Canada 4,504,632 47.64
BlackRock Inc. 4,206,348 47.64
Advisor Group Holdings, Inc. 4,000,631 47.74
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 3,100,737 50.59
Mml Investors Services, Llc 2,914,395 47.64
First Command Bank 2,783,122 47.64

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
First Command Advisory Services, Inc. 33,963,583 53.42
Morgan Stanley 17,696,557 53.41
Bank Of America Corp /de/ 16,800,463 53.41
Ameriprise Financial Inc 9,557,586 53.14
Fmr Llc 8,307,904 53.41
LPL Financial LLC 8,209,496 53.41
Envestnet Asset Management Inc 7,377,931 53.41
Pnc Financial Services Group, Inc. 7,067,314 53.41
Raymond James Financial Services Advisors, Inc. 6,944,718 53.41
Commonwealth Equity Services, Llc 6,334,957 53.41
Capital Investment Advisors, LLC 5,396,733 53.41
UBS Group AG 4,821,000 53.41
Wells Fargo & Company/mn 4,710,321 53.41
Goldman Sachs Group Inc 4,678,746 53.41
BlackRock Inc. 4,213,665 53.41
Royal Bank Of Canada 3,984,983 53.41
Advisor Group Holdings, Inc. 3,843,614 40.64
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 3,100,737 53.78
AE Wealth Management LLC 3,020,779 53.41
Mml Investors Services, Llc 2,858,775 53.41

 

Recent Quarter Analysis

Name Shares PPS
First Business Financial Services, Inc. 907,032 47.64
Choice Wealth Advisors, LLC 411,029 47.64
Ritter Daniher Financial Advisory LLC / DE 343,935 47.64
Forte Asset Management Llc 178,027 47.64
Pacific Financial Group Inc 126,428 47.64
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio 113,958 47.64
Ergoteles LLC 95,542 47.64
Jackson Wealth Management, LLC 63,749 47.64
Cypress Financial Planning Llc 59,877 47.65
Castle Wealth Management Llc 52,147 47.63
CX Institutional 42,730 47.65
Capital Wealth Alliance, LLC 35,397 19.75
CIBC World Markets Inc. 30,858 47.64
Maryland Capital Management 30,595 47.65
Shepherd Financial Partners LLC 28,557 47.62
Retirement Planning Group 28,421 47.64
Strong Tower Advisory Services 25,747 47.66
Nwam Llc 24,292 47.67
Human Investing LLC 22,045 47.63
Mission Wealth Management, Lp 15,220 47.63
Name Shares PPS
Unified Trust Company, N.A. 1,458,145 50.24
Jane Street Group, Llc 1,049,200 53.41
Parallax Volatility Advisers, L.P. 250,001 55.58
Homrich & Berg 173,085 50.24
WJ Wealth Management, LLC 166,566 53.46
Carroll Financial Associates, Inc. 157,626 55.45
New England Investment & Retirement Group, Inc. 126,181 50.24
Single Point Partners, LLC 100,982 3.00
Lloyd Advisory Services, LLC. 76,213 53.42
Cutler Group LP 53,300 0.21
Calton & Associates, Inc. 47,296 53.41
Nissay Asset Management Corp /japan/ /adv 45,233 53.41
Ameritas Investment Corp 39,256 0.05
Harbor Financial Services, Llc 28,708 50.23
NEXT Financial Group, Inc 25,479 55.58
Moors & Cabot, Inc. 25,000 1.00
KC Investment Advisors, LLC 22,812 53.39
MAS Advisors LLC 19,883 54.17
TERIX - All Terrain Opportunity Fund Institutional Class 18,000 50.22
Oak Asset Management, LLC 17,616 53.42
Lbmc Investment Advisors, Llc 17,402 53.38
Castle Financial & Retirement Planning Associates, Inc. 16,740 54.18
Paladin Advisory Group, LLC 15,126 53.42
Mid Atlantic Financial Management Inc/adv 14,183 50.27
Cascadia Advisory Services, LLC 13,892 50.24
Advisory Alpha, LLC 11,758 53.41
CIBC Private Wealth Group, LLC 11,670 53.38
Qube Research & Technologies Ltd 11,593 53.39
Evergreen Capital Management Llc 10,382 53.46
Procyon Private Wealth Partners, LLC 8,704 53.42
NorthCoast Asset Management LLC 7,966 50.21
Maripau Wealth Management Llc 6,711 52.30
Transform Wealth, LLC 6,126 53.54
Security National Trust Co 5,455 50.41
AAFMAA Wealth Management & Trust LLC 5,313 53.45
Mirsky Financial Management Corp. 5,104 55.64
Avantax Planning Partners, Inc. 5,050 53.47
Fma Advisory Inc 4,944 50.16
HBK Sorce Advisory LLC 4,834 53.37
Annex Advisory Services, LLC 4,731 53.48
Flow Traders U.s. Llc 4,729 53.50
Safeguard Financial, LLC 4,482 53.32
GDS Wealth Management 4,388 52.64
Zacks Investment Management 4,322 53.45
Symphony Financial, Ltd. Co. 4,165 53.30
Zhang Financial LLC 4,040 53.47
Fsb Premier Wealth Management, Inc. 4,037 52.02
Camarda Financial Advisors, LLC 4,025 53.42
Stordahl Capital Management, Inc. 4,000 53.50
Guardian Capital Advisors Lp 4,000 52.75
MBA Advisors LLC 3,924 53.52
American Money Management, LLC 3,824 53.35
Nicolet Advisory Services, Llc 3,812 53.52
Arkadios Wealth Advisors 3,810
Hilltop Holdings Inc. 3,773 53.27
HawsGoodwin Investment Management LLC 3,503 55.67
Freedman Financial Associates, Inc. 2,000 53.50
Grand Wealth Management, Llc 1,733 53.66
Simplex Trading, Llc 772 50.52
Tradewinds Capital Management, LLC 753 53.12
Quent Capital, LLC 432 53.24
Bellwether Advisors, LLC 364 52.20
Founders Capital Management 360 55.56
Private Capital Group, LLC 300 53.33
Sandy Cove Advisors, LLC 198 55.56
Dravo Bay Llc 166 53409.64
Lansing Street Advisors 106 56.60
Trust Co 83 48.19
Bbva Usa 52 57.69
Win Advisors, Inc 50 60.00
Vontobel Holding Ltd.
Viridian Ria, Llc
Deltec Asset Management Llc
Geode Capital Management, Llc
Kayne Anderson Rudnick Investment Management Llc
Advanced Research Investment Solutions, Llc
America First Investment Advisors, LLC
Masso Torrence Wealth Management Inc.
Wealthgate Family Office, LLC
Summit Wealth Group, LLC
AlphaCore Capital LLC
Zimmermann Investment Management & Planning Llc
Means Investment Co., Inc.
Baker Avenue Asset Management, LP
Lakeview Capital Partners, LLC
Meeder Asset Management Inc
Castleview Partners, Llc
Whittier Trust Co
Kowal Investment Group, LLC
Virtu Financial LLC
Essex LLC
Arch Capital Group Ltd.
Beacon Capital Management, Inc.
Personal Wealth Partners
Noesis Capital Mangement Corp
Summit Global Investments
All Season Financial Advisors, Inc.
Credit Suisse Ag/
Smart Money Group LLC
Signet Financial Management, Llc
Keel Point, LLC
Capital One Financial Corp
Telemus Capital, Llc
Millennium Management Llc
Actinver Wealth Management, Inc.
Parisi Gray Wealth Management
True Link Financial Advisors, LLC
Y-Intercept (Hong Kong) Ltd
Atlas Private Wealth Advisors
AMG National Trust Bank
BRYN MAWR TRUST Co
Independent Advisor Alliance
Barclays Plc
Apollon Wealth Management, LLC
QCM Cayman, Ltd.
Rinkey Investments
Donoghue Forlines LLC
Tyler-Stone Wealth Management
Widmann Financial Services, Inc.
Strategic Blueprint, LLC
Better Money Decisions, LLC
StoneX Group Inc.
Institute for Wealth Management, LLC.
Retirement Planning Co of New England, Inc.
Doliver Advisors, Lp
Vigilant Capital Management, LLC
HAP Trading, LLC
Providence Capital Advisors, LLC
Resource Planning Group
tru Independence LLC
Camden Capital, LLC
Planning Directions Inc
Rosenberg Matthew Hamilton
Franklin Resources Inc
Cerity Partners LLC
AlphaStar Capital Management, LLC
Stewardship Advisors, LLC
Personal Capital Advisors Corp
Hancock Whitney Investment Services Inc.
Sowell Financial Services LLC
Golden State Equity Partners
Elmwood Wealth Management, Inc.
Mcmorgan & Co Llc
Eaton Vance Management
Principal Financial Group Inc
Walled Lake Planning & Wealth Management, Llc
IFG Advisors, LLC
Liberty Wealth Management Llc
Pinnacle Financial Partners Inc
Huntington National Bank
Investors Financial Group, LLC
Paragon Wealth Strategies, LLC
Aquire Wealth Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
Cornerstone Advisory, LLC
First Commonwealth Financial Corp /pa/
M&t Bank Corp
Fisher Asset Management, LLC
Leverty Financial Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
First Command Advisory Services, Inc. 33,666,903 47.66 33,963,583 53.42
Morgan Stanley 18,267,251 47.64 17,696,557 53.41
Bank Of America Corp /de/ 18,133,221 47.64 16,800,463 53.41
Ameriprise Financial Inc 9,299,961 47.72 9,557,586 53.14
LPL Financial LLC 8,550,240 47.64 8,209,496 53.41
Fmr Llc 8,208,042 47.64 8,307,904 53.41
Envestnet Asset Management Inc 7,950,676 47.64 7,377,931 53.41
Pnc Financial Services Group, Inc. 7,129,835 47.64 7,067,314 53.41
Raymond James Financial Services Advisors, Inc. 6,879,195 47.64 6,944,718 53.41
Commonwealth Equity Services, Llc 6,544,077 47.64 6,334,957 53.41
Capital Investment Advisors, LLC 5,788,726 47.64 5,396,733 53.41
Wells Fargo & Company/mn 4,984,269 47.64 4,710,321 53.41
UBS Group AG 4,901,656 47.64 4,821,000 53.41
Goldman Sachs Group Inc 4,788,490 47.64 4,678,746 53.41
Royal Bank Of Canada 4,504,632 47.64 3,984,983 53.41
BlackRock Inc. 4,206,348 47.64 4,213,665 53.41
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 3,100,737 50.59 3,100,737 53.78
Mml Investors Services, Llc 2,914,395 47.64 2,858,775 53.41
First Command Bank 2,783,122 47.64 2,734,987 53.41
First Command Financial Services, Inc. 2,783,122 47.64 2,734,987 53.41
Name Current Shares Current PPS Previous Shares Previous PPS
Advisor Group Holdings, Inc. 4,000,631 47.74 3,843,614 40.64
Fifth Third Securities, Inc. 342,783 47.64 0
Verus Capital Partners, Llc 77,718 76.71 180,628 50.81
Kerntke Otto McGlone Wealth Management Group 70,824 47.64 0
Gunma Bank,Ltd. 50,000 47.64 0
Fiduciary Group LLC 46,141 51.52 46,693 49.30
CFS Investment Advisory Services, LLC 44,026 47.63 2,393,167 0.02
Litman Gregory Asset Management LLC 35,300 47.65 0
Chicago Partners Investment Group LLC 26,257 50.62 26,131 49.10
Eqis Capital Management, Inc. 12,313 47639.73 13,529 53.44
Flagship Private Wealth, LLC 11,827 0.08 13,096 0.08
Venture Visionary Partners LLC 8,512 47639.92 8,512 53.34
New England Private Wealth Advisors LLC 7,325 53.38 7,326 53.37
Renaissance Technologies Llc 5,900 47.63 0
BMS Financial Advisors, LLC 5,220 55.56 5,062 53.34
Studio Investment Management Llc 1,590 47.80 0
Capital Asset Advisory Services LLC 1,379 47.86 0
Penserra Capital Management LLC 992 47.38 0
IFP Advisors, Inc 510 35.29 94,997 34.79
SYM FINANCIAL Corp 481 47.82 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Of America Corp /de/ 1,332,758 18,133,221 47.64 16,800,463 53.41 7.93
Cwm, Llc 696,109 1,370,155 47.64 674,046 53.41 103.27
Envestnet Asset Management Inc 572,745 7,950,676 47.64 7,377,931 53.41 7.76
Morgan Stanley 570,694 18,267,251 47.64 17,696,557 53.41 3.22
Gratus Capital LLC 553,128 1,290,232 47.64 737,104 53.41 75.04
Royal Bank Of Canada 519,649 4,504,632 47.64 3,984,983 53.41 13.04
Nan Shan Life Insurance Co., Ltd. 447,674 707,932 47.64 260,258 53.41 172.01
Capital Investment Advisors, LLC 391,993 5,788,726 47.64 5,396,733 53.41 7.26
Truist Financial Corp 374,185 2,413,892 47.64 2,039,707 53.41 18.35
Fifth Third Securities, Inc. 342,783 342,783 47.64 0 0.00
LPL Financial LLC 340,744 8,550,240 47.64 8,209,496 53.41 4.15
Thrivent Financial For Lutherans 314,632 1,119,801 47.64 805,169 53.43 39.08
Eastern Bank 291,080 744,240 47.64 453,160 53.41 64.23
Wells Fargo & Company/mn 273,948 4,984,269 47.64 4,710,321 53.41 5.82
Fermata Advisors, LLC 224,974 299,195 47.64 74,221 53.42 303.11
Commonwealth Equity Services, Llc 209,120 6,544,077 47.64 6,334,957 53.41 3.30
Rockefeller Capital Management L.P. 206,606 362,893 47.64 156,287 53.40 132.20
Mariner, LLC 171,619 1,817,522 47.64 1,645,903 53.41 10.43
Bogart Wealth, LLC 167,939 461,391 47.64 293,452 53.41 57.23
Jpmorgan Chase & Co 161,364 2,421,388 47.64 2,260,024 53.41 7.14
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
CFS Investment Advisory Services, LLC 2,349,141 44,026 47.63 2,393,167 0.02 -98.16
AE Wealth Management LLC 2,223,923 796,856 47.64 3,020,779 53.41 -73.62
Jane Street Group, Llc 827,337 221,863 47.64 1,049,200 53.41 -78.85
IFS Advisors, LLC 367,768 3,366 47.53 371,134 53.41 -99.09
Private Advisor Group, LLC 298,470 1,318,933 47.64 1,617,403 53.41 -18.45
First Command Advisory Services, Inc. 296,680 33,666,903 47.66 33,963,583 53.42 -0.87
Ameriprise Financial Inc 257,625 9,299,961 47.72 9,557,586 53.14 -2.70
Eq Llc 191,316 48,950 47.64 240,266 53.41 -79.63
Bft Financial Group, Llc 178,517 293,593 47.64 472,110 53.41 -37.81
Brookstone Capital Management 141,112 93,125 48.40 234,237 52.86 -60.24
Captrust Financial Advisors 140,462 1,193,195 47.64 1,333,657 53.41 -10.53
GoalVest Advisory LLC 128,829 980 47.96 129,809 53.41 -99.25
Verus Capital Partners, Llc 102,910 77,718 76.71 180,628 50.81 -56.97
Fmr Llc 99,862 8,208,042 47.64 8,307,904 53.41 -1.20
IFP Advisors, Inc 94,487 510 35.29 94,997 34.79 -99.46
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 94,152 362,934 47.64 457,086 53.41 -20.60
Steward Partners Investment Advisory, Llc 79,554 797,321 0.05 876,875 0.05 -9.07
Northwestern Mutual Wealth Management Co 72,335 1,886,061 47.64 1,958,396 53.41 -3.69
V Wealth Advisors LLC 71,860 6,273 47.66 78,133 53.41 -91.97
NEIRG Wealth Management, LLC 68,585 108,825 47.64 177,410 53.41 -38.66
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
Paladin Advisory Group, LLC 203 15,329 15,126 1.34
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Belvedere Trading LLC 24,200 31,500 55,700 -43.45
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Cutler Group LP 52,700 600 53,300 -98.87
Citadel Advisors Llc 16,800 18,900 35,700 -47.06
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Grand Wealth Management, Llc 1,733 53.66
Name Current Shares Current PPS Previous Shares Previous PPS
First Command Bank 2,783,122 47.64 2,734,987 53.41
First Command Financial Services, Inc. 2,783,122 47.64 2,734,987 53.41
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 431,577 47.64 385,974 53.41
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 362,934 47.64 457,086 53.41
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 327,359 47.64 303,476 53.41
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 121,069 47.64 98,105 53.41
Redhawk Wealth Advisors, Inc. 54,159 47.64 51,111 53.41
LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares 53,455 47.65 53,455 53.41
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I 20,395 47.66 16,116 53.43
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I 15,906 47.65 14,409 53.44
BDO Wealth Advisors, LLC 10,309 47.63 10,871 53.44
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
First Command Financial Services, Inc. 48,135 2,783,122 47.64 2,734,987 53.41 1.76
First Command Bank 48,135 2,783,122 47.64 2,734,987 53.41 1.76
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 45,603 431,577 47.64 385,974 53.41 11.82
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 23,883 327,359 47.64 303,476 53.41 7.87
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 22,964 121,069 47.64 98,105 53.41 23.41
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I 4,279 20,395 47.66 16,116 53.43 26.55
Redhawk Wealth Advisors, Inc. 3,048 54,159 47.64 51,111 53.41 5.96
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I 1,497 15,906 47.65 14,409 53.44 10.39
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 94,152 362,934 47.64 457,086 53.41 -20.60
BDO Wealth Advisors, LLC 562 10,309 47.63 10,871 53.44 -5.17
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