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 429 61.00 63.66 62.27
Previous Quarter 450 230.00 63.67 78.68

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 6 73 81 3 43 16
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 4 4 39 3 21 8
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
PNC FINANCIAL SERVICES GROUP, INC. 22,768,658
Pnc Financial Services Group, Inc. 19,815,992 63.67
Envestnet Asset Management Inc 8,666,700 63.67
Bank Of America Corp /de/ 7,822,165 63.67
Morgan Stanley 4,331,116 63.67
Ameriprise Financial Inc 3,042,606 63.77
LPL Financial LLC 2,949,327 63.67
Hamilton Capital, LLC 2,858,442 63.67
Horizon Investments, LLC 2,395,158 63.57
Raymond James Financial Services Advisors, Inc. 2,248,783 63.67
HighTower Advisors, LLC 2,056,027 63.67
UBS Group AG 1,297,641 63.67
ARAAX - Horizon Active Risk Assist Fund Advisor Class 1,185,668 62.08
Clearwater Capital Advisors, LLC 1,126,857 57.31
Pfs Investments Inc. 1,074,095 63.67
Private Advisor Group, LLC 1,054,235 57.31
HASAX - Horizon Active Asset Allocation Fund Advisor Class 944,200 62.08
Prestige Wealth Management Group LLC 864,695 63.67
Royal Bank Of Canada 864,093 63.67
Taiyo Life Insurance Co 850,000 63.67

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
Pnc Financial Services Group, Inc. 19,815,992 63.67
Envestnet Asset Management Inc 8,666,700 63.67
Bank Of America Corp /de/ 7,822,165 63.67
Morgan Stanley 4,331,116 63.67
Ameriprise Financial Inc 3,042,606 63.77
LPL Financial LLC 2,949,327 63.67
Hamilton Capital, LLC 2,858,442 63.67
Horizon Investments, LLC 2,395,158 63.57
Raymond James Financial Services Advisors, Inc. 2,248,783 63.67
HighTower Advisors, LLC 2,056,027 63.67
UBS Group AG 1,297,641 63.67
ARAAX - Horizon Active Risk Assist Fund Advisor Class 1,185,668 62.08
Clearwater Capital Advisors, LLC 1,176,490 63.67
Pfs Investments Inc. 1,074,095 63.67
HASAX - Horizon Active Asset Allocation Fund Advisor Class 944,200 62.08
Private Advisor Group, LLC 926,621 63.67
Prestige Wealth Management Group LLC 864,695 63.67
Royal Bank Of Canada 864,093 63.67
Taiyo Life Insurance Co 850,000 63.67
One Capital Management, LLC 841,909 63.67

 

Recent Quarter Analysis

Name Shares PPS
PNC FINANCIAL SERVICES GROUP, INC. 22,768,658
Howland Capital Management Llc 7,622 57.33
Thrive Wealth Management, LLC 6,369 57.31
Obsidian Personal Planning Solutions LLC 4,039 57.19
Tfo-tdc, Llc 1,901 57.34
Financial Connections Group, Inc. 225 53.33
Name Shares PPS
Investment Security Group Inc /co/ /adv 684,554 58.84
Carroll Financial Associates, Inc. 483,490 65.70
IFP Advisors, Inc 219,474 65.86
Homrich & Berg 212,856 58.84
Lantz Financial LLC 63,545 65.86
Country Club Trust Company, n.a. 40,685 65.82
Moors & Cabot, Inc. 29,000 0.03
Retireful, LLC 14,061 63.65
Citadel Advisors Llc 6,400 63.59
Mid Atlantic Financial Management Inc/adv 4,096 58.84
Intelligence Driven Advisers, LLC 3,304 65.38
Astoria Strategic Wealth, Inc. 3,301 63.62
Tenret Co LLC 3,232 63.74
GoalVest Advisory LLC 635 62.99
Gradient Investments LLC 41 73.17
Heritage Wealth Management, Llc 28 71.43
Orion Capital Management LLC 3
Breiter Capital Management Inc
Elk River Wealth Management, LLC
Calton & Associates, Inc.
Caliber Wealth Management, Llc
Reilly Financial Advisors, Llc
Financial Insights, Inc.
Perennial Advisors, LLC
Blue Bell Private Wealth Management, Llc
Integrated Wealth Concepts LLC
Segall Bryant & Hamill, Llc
Summit Trail Advisors, Llc
Kore Private Wealth LLC
Colonial River Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Slow Capital, Inc.
Covington Capital Management
International Assets Investment Management, Llc
Crabel Capital Management, LLC
Founders Financial Alliance, LLC
Capital One Financial Corp
Clarity Financial LLC
Insight Wealth Strategies, LLC
Johnson Investment Counsel Inc
Advisor Resource Council
Truvestments Capital Llc
Barnett & Company, Inc.
Aries Wealth Management
Resurgent Financial Advisors LLC
Coastal Capital Group, Inc.
Baker Avenue Asset Management, LP
Cranbrook Wealth Management, LLC
Liberty Wealth Management Llc
Barrett Asset Management, LLC
Red Door Wealth Management, LLC
Independent Advisor Alliance
BlueCrest Capital Management Ltd
Baldrige Asset Management LLC
Flow Traders U.s. Llc
Mutual Advisors, LLC
Collaborative Investment Series Trust - Mohr Growth ETF
EPG Wealth Management LLC
Huntington National Bank
Leuthold Group, Llc
Jacobi Capital Management LLC
Trilogy Capital Inc.
Thoroughbred Financial Services, Llc
Allegheny Financial Group LTD
GWM Advisors LLC
Lido Advisors, LLC
James Reed Financial Services, Inc.
Smart Portfolios, LLC
Level Four Advisory Services, Llc
Brinker Capital Investments, LLC
Lion Street Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
First Foundation Advisors
Name Current Shares Current PPS Previous Shares Previous PPS
Clearwater Capital Advisors, LLC 1,126,857 57.31 1,176,490 63.67
Private Advisor Group, LLC 1,054,235 57.31 926,621 63.67
Savant Capital, LLC 667,607 57.31 607,713 63.67
RVW Wealth, LLC 610,965 57.31 611,319 63.67
Commonwealth Equity Services, Llc 586,847 57.31 564,112 63.67
Beacon Financial Group 562,028 58.04 546,882 64.32
Spinnaker Investment Group, LLC 461,119 57.31 446,500 64.62
Cambridge Investment Research Advisors, Inc. 459,901 57.31 471,166 63.67
Truist Financial Corp 406,596 57.31 354,874 63.67
Lvm Capital Management Ltd/mi 273,482 57.31 270,347 63.67
HB Wealth Management, LLC 220,235 57.31 208,775 63.67
Sequoia Financial Advisors, LLC 197,692 57.31 206,829 63.67
Wealth Management Resources, Inc. 187,120 57.31 139,766 63.67
EisnerAmper Wealth Management Corporate Benefits, LLC 184,192 57.31 184,134 63.67
Astoria Portfolio Advisors LLC. 150,176 57.31 137,510 63.67
Hengehold Capital Management Llc 148,765 57.31 144,707 63.67
Leicht Financial Planning & Wealth Management, Inc. 130,436 28.62 66,235 63.67
Melone Private Wealth, LLC 104,510 58.28 103,229 62.92
Oxinas Partners Wealth Management LLC 100,144 57.31 97,251 63.67
Good Life Advisors, LLC 86,076 57.31 82,890 63.67
Name Current Shares Current PPS Previous Shares Previous PPS
Stratos Wealth Advisors, LLC 64,222 57.32 0
Sandy Spring Bank 1,847 57.39 35 57.14
Trust Co Of Vermont 231 56.28 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 127,614 1,054,235 57.31 926,621 63.67 13.77
Stratos Wealth Advisors, LLC 64,222 64,222 57.32 0 0.00
Leicht Financial Planning & Wealth Management, Inc. 64,201 130,436 28.62 66,235 63.67 96.93
Savant Capital, LLC 59,894 667,607 57.31 607,713 63.67 9.86
HBW Advisory Services LLC 56,014 59,500 57.31 3,486 63.68 1606.83
Truist Financial Corp 51,722 406,596 57.31 354,874 63.67 14.57
Wealth Management Resources, Inc. 47,354 187,120 57.31 139,766 63.67 33.88
BKA Wealth Consulting, Inc. 41,153 65,858 57.31 24,705 63.67 166.58
Commonwealth Equity Services, Llc 22,735 586,847 57.31 564,112 63.67 4.03
GPS Wealth Strategies Group, LLC 18,088 35,962 57.31 17,874 63.67 101.20
Beacon Financial Group 15,146 562,028 58.04 546,882 64.32 2.77
Spinnaker Investment Group, LLC 14,619 461,119 57.31 446,500 64.62 3.27
CRA Financial Services, LLC 14,042 22,279 57.32 8,237 63.62 170.47
Astoria Portfolio Advisors LLC. 12,666 150,176 57.31 137,510 63.67 9.21
HB Wealth Management, LLC 11,460 220,235 57.31 208,775 63.67 5.49
Flagship Harbor Advisors, Llc 11,400 78,828 57.31 67,428 63.67 16.91
Great Valley Advisor Group, Inc. 6,897 16,921 57.33 10,024 63.65 68.80
Stratos Wealth Partners, LTD. 5,775 64,720 57.31 58,945 63.67 9.80
Hengehold Capital Management Llc 4,058 148,765 57.31 144,707 63.67 2.80
Capital Investment Advisory Services, LLC 3,966 47,068 57.30 43,102 63.66 9.20
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Win Advisors, Inc 85,170 1,780 57.87 86,950 63.67 -97.95
Clearwater Capital Advisors, LLC 49,633 1,126,857 57.31 1,176,490 63.67 -4.22
Cambridge Investment Research Advisors, Inc. 11,265 459,901 57.31 471,166 63.67 -2.39
Sequoia Financial Advisors, LLC 9,137 197,692 57.31 206,829 63.67 -4.42
Money Concepts Capital Corp 8,025 3,644 57.90 11,669 63.67 -68.77
Occidental Asset Management, LLC 1,622 23,887 57.31 25,509 63.66 -6.36
Amplius Wealth Advisors, LLC 1,262 3,883 57.17 5,145 63.56 -24.53
Arkadios Wealth Advisors 1,031 6,076 7,107 -14.51
Deltec Asset Management Llc 700 7,500 57.33 8,200 63.66 -8.54
RVW Wealth, LLC 354 610,965 57.31 611,319 63.67 -0.06
Tsfg, Llc 349 2,444 57.28 2,793 63.73 -12.50
ACG Wealth 280 13,436 57.31 13,716 63.65 -2.04
Triangle Securities Wealth Management 225 6,822 57.31 7,047 63.72 -3.19
Legacy Private Trust Co. 150 4,975 57.29 5,125 63.61 -2.93
Asset Dedication, LLC 115 3,263 57.31 3,378 63.35 -3.40
Global Retirement Partners, LLC 84 7,295 57.30 7,379 59.63 -1.14
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
Howland Capital Management Llc 7,622 57.33
Obsidian Personal Planning Solutions LLC 4,039 57.19
Tfo-tdc, Llc 1,901 57.34
Financial Connections Group, Inc. 225 53.33
Name Shares PPS
Retireful, LLC 14,061 63.65
Astoria Strategic Wealth, Inc. 3,301 63.62
Orion Capital Management LLC 3
Tenret Co LLC 3,232 63.74
Name Current Shares Current PPS Previous Shares Previous PPS
Clearwater Capital Advisors, LLC 1,126,857 57.31 1,176,490 63.67
Savant Capital, LLC 667,607 57.31 607,713 63.67
Commonwealth Equity Services, Llc 586,847 57.31 564,112 63.67
Beacon Financial Group 562,028 58.04 546,882 64.32
Spinnaker Investment Group, LLC 461,119 57.31 446,500 64.62
Truist Financial Corp 406,596 57.31 354,874 63.67
Sequoia Financial Advisors, LLC 197,692 57.31 206,829 63.67
Wealth Management Resources, Inc. 187,120 57.31 139,766 63.67
Hengehold Capital Management Llc 148,765 57.31 144,707 63.67
Good Life Advisors, LLC 86,076 57.31 82,890 63.67
Stratos Wealth Partners, LTD. 64,720 57.31 58,945 63.67
Howard Financial Services, Ltd. 54,064 57.30 53,188 63.66
Capital Investment Advisory Services, LLC 47,068 57.30 43,102 63.66
Western Wealth Management, LLC 39,823 57.38 38,503 63.68
GPS Wealth Strategies Group, LLC 35,962 57.31 17,874 63.67
Occidental Asset Management, LLC 23,887 57.31 25,509 63.66
CRA Financial Services, LLC 22,279 57.32 8,237 63.62
Menlo Advisors Llc 20,705 57.28 20,705 63.66
Great Valley Advisor Group, Inc. 16,921 57.33 10,024 63.65
Trust Co Of Virginia /va 14,350 57.28 14,350 63.69
Geneos Wealth Management Inc. 12,210 57.82 12,002 63.66
Deltec Asset Management Llc 7,500 57.33 8,200 63.66
Galvin, Gaustad & Stein, LLC 5,700 57.37 5,700 63.68
Covenant Asset Management, LLC 5,348 57.22 4,663 63.69
Well Done, LLC 5,319 57.34 5,319 63.73
Global Strategic Investment Solutions, LLC 5,038 57.36 5,038 63.72
Charter Oak Capital Management, LLC 4,138 57.27 4,111 65.92
Amplius Wealth Advisors, LLC 3,883 57.17 5,145 63.56
Bigelow Investment Advisors, LLC 3,745 57.41 3,745 63.55
Money Concepts Capital Corp 3,644 57.90 11,669 63.67
Asset Dedication, LLC 3,263 57.31 3,378 63.35
Harbor Investment Advisory, Llc 2,565 57.31 2,565 63.55
Win Advisors, Inc 1,780 57.87 86,950 63.67
Spire Wealth Management 456 57.02 456 63.60
Investors Research Corp 425 56.47 425 63.53
First Command Bank 326 58.28 326 64.42
First Command Financial Services, Inc. 326 58.28 326 64.42
Arcadia Investment Management Corp/mi 325 58.46 325 64.62
PSI Advisors, LLC 219 59.36 219 63.93
Name Current Shares Current PPS Previous Shares Previous PPS
Stratos Wealth Advisors, LLC 64,222 57.32 0
Sandy Spring Bank 1,847 57.39 35 57.14
Trust Co Of Vermont 231 56.28 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Stratos Wealth Advisors, LLC 64,222 64,222 57.32 0 0.00
Savant Capital, LLC 59,894 667,607 57.31 607,713 63.67 9.86
Truist Financial Corp 51,722 406,596 57.31 354,874 63.67 14.57
Wealth Management Resources, Inc. 47,354 187,120 57.31 139,766 63.67 33.88
Commonwealth Equity Services, Llc 22,735 586,847 57.31 564,112 63.67 4.03
GPS Wealth Strategies Group, LLC 18,088 35,962 57.31 17,874 63.67 101.20
Beacon Financial Group 15,146 562,028 58.04 546,882 64.32 2.77
Spinnaker Investment Group, LLC 14,619 461,119 57.31 446,500 64.62 3.27
CRA Financial Services, LLC 14,042 22,279 57.32 8,237 63.62 170.47
Great Valley Advisor Group, Inc. 6,897 16,921 57.33 10,024 63.65 68.80
Stratos Wealth Partners, LTD. 5,775 64,720 57.31 58,945 63.67 9.80
Hengehold Capital Management Llc 4,058 148,765 57.31 144,707 63.67 2.80
Capital Investment Advisory Services, LLC 3,966 47,068 57.30 43,102 63.66 9.20
Good Life Advisors, LLC 3,186 86,076 57.31 82,890 63.67 3.84
Sandy Spring Bank 1,812 1,847 57.39 35 57.14 5177.14
Western Wealth Management, LLC 1,320 39,823 57.38 38,503 63.68 3.43
Howard Financial Services, Ltd. 876 54,064 57.30 53,188 63.66 1.65
Covenant Asset Management, LLC 685 5,348 57.22 4,663 63.69 14.69
Trust Co Of Vermont 231 231 56.28 0 0.00
Geneos Wealth Management Inc. 208 12,210 57.82 12,002 63.66 1.73
Charter Oak Capital Management, LLC 27 4,138 57.27 4,111 65.92 0.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Win Advisors, Inc 85,170 1,780 57.87 86,950 63.67 -97.95
Clearwater Capital Advisors, LLC 49,633 1,126,857 57.31 1,176,490 63.67 -4.22
Sequoia Financial Advisors, LLC 9,137 197,692 57.31 206,829 63.67 -4.42
Money Concepts Capital Corp 8,025 3,644 57.90 11,669 63.67 -68.77
Occidental Asset Management, LLC 1,622 23,887 57.31 25,509 63.66 -6.36
Amplius Wealth Advisors, LLC 1,262 3,883 57.17 5,145 63.56 -24.53
Deltec Asset Management Llc 700 7,500 57.33 8,200 63.66 -8.54
Asset Dedication, LLC 115 3,263 57.31 3,378 63.35 -3.40
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