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	247	57.00	53.30	53.02
Previous Quarter	255	325.00	53.30	54.93

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	3	54	17	0	8	4
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	3	4	13	0	7	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	209	0.00	0.00	0	0.00	0.00
Previous Quarter	209	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
Creative Planning	23,245,326	53.30
Bank Of America Corp /de/	810,951	53.30
Palladium Partners Llc	726,183	53.30
Waddell & Associates, Llc	555,741	53.30
Morgan Stanley	501,494	53.30
Wells Fargo & Company/mn	425,769	53.30
HighTower Advisors, LLC	400,924	53.26
National Bank Of Canada /fi/	366,669	53.19
Financial Planning & Information Services, Inc.	362,452	53.30
Boston Financial Mangement Llc	347,883	53.30
Aprio Wealth Management, LLC	338,096	53.30
Jane Street Group, Llc	324,774	53.30
Great Point Wealth Advisors, LLC	307,209	53.30
EisnerAmper Wealth Management Corporate Benefits, LLC	293,566	44.64
Victory Capital Management Inc	284,323	50.28
America First Investment Advisors, LLC	283,054	44.64
Efficient Advisors, LLC	227,062	53.30
Baker Ellis Asset Management LLC	219,759	53.30
USCRX - Cornerstone Moderately Aggressive Fund	202,622	52.46
Envestnet Asset Management Inc	179,675	53.30

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
Creative Planning	23,245,326	53.30
Bank Of America Corp /de/	810,951	53.30
Palladium Partners Llc	726,183	53.30
Waddell & Associates, Llc	555,741	53.30
Morgan Stanley	501,494	53.30
Wells Fargo & Company/mn	425,769	53.30
HighTower Advisors, LLC	400,924	53.26
National Bank Of Canada /fi/	366,669	53.19
Financial Planning & Information Services, Inc.	362,452	53.30
Boston Financial Mangement Llc	347,883	53.30
Aprio Wealth Management, LLC	338,096	53.30
Jane Street Group, Llc	324,774	53.30
Great Point Wealth Advisors, LLC	307,209	53.30
EisnerAmper Wealth Management Corporate Benefits, LLC	288,144	53.30
Victory Capital Management Inc	284,323	50.28
America First Investment Advisors, LLC	280,279	53.30
Efficient Advisors, LLC	227,062	53.30
Baker Ellis Asset Management LLC	219,759	53.30
USCRX - Cornerstone Moderately Aggressive Fund	202,622	52.46
Envestnet Asset Management Inc	179,675	53.30

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
My Legacy Advisors, LLC	10,111	43.32
Rosenberg Matthew Hamilton	169	41.42
Sound Income Strategies, LLC	17	58.82

Recent Quarter 54 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	80,300	53.30
Carroll Financial Associates, Inc.	66,022	52.85
Boenning & Scattergood, Inc.	16,185	53.32
Ameritas Investment Corp	7,478
Homrich & Berg	6,949	53.53
626 Financial, LLC	4,346	53.38
IFP Advisors, Inc	3,322	53.28
Koshinski Asset Management, Inc.	1,809	53.07
Herold Advisors, Inc.	1,100	53300.00
AdvisorNet Financial, Inc	149	53.69
Retirement Planning Co of New England, Inc.
Winning Points Advisors, LLC
Millburn Ridgefield Corp
Renaissance Technologies Llc
Magnolia Capital Advisors Llc
Spectrum Management Group, LLC
FinTrust Capital Advisors, LLC
Citadel Advisors Llc
Kovitz Investment Group Partners, LLC
Simplex Trading, Llc
Capital Management Corp /va
Hc Financial Advisors Inc
Capital Investment Advisory Services, LLC
TD Capital Management LLC
Gradient Investments LLC
Ieq Capital, Llc
Citigroup Inc
Proequities, Inc.
Charter Oak Capital Management, LLC
Kestra Private Wealth Services, Llc
Capital One Financial Corp
Arkadios Wealth Advisors
Venturi Wealth Management, LLC
GPS Wealth Strategies Group, LLC
Naples Global Advisors, Llc
Eaton Vance Management
Signet Financial Management, Llc
Coulter & Justus Financial Services, LLC
Running Point Capital Advisors, LLC
CIBC World Markets Inc.
Umb Bank N A/mo
Cahill Financial Advisors Inc
Blume Capital Management, Inc.
Barclays Plc
Eqis Capital Management, Inc.
Captrust Financial Advisors
Franklin Resources Inc
Huntington National Bank
RWM Asset Management, LLC
West Bancorporation Inc
Simon Quick Advisors, Llc
Firestone Capital Management
New World Advisors LLC
Barrett Asset Management, LLC

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
EisnerAmper Wealth Management Corporate Benefits, LLC	293,566	44.64	288,144	53.30
America First Investment Advisors, LLC	283,054	44.64	280,279	53.30
Unison Advisors LLC	90,598	44.64	83,093	53.30
Cambridge Investment Research Advisors, Inc.	61,525	44.63	58,628	53.30
Wipfli Financial Advisors Llc,	56,699	44.64	60,905	53.30
Private Advisor Group, LLC	29,350	44.63	25,791	53.31
Kathleen S. Wright Associates Inc.	27,735	44.64	27,516	53.31
Evanson Asset Management, LLC	25,972	44.62	24,336	53.30
Parsec Financial Management, Inc.	16,751	44.65	16,751	53.31
Wedmont Private Capital	6,126	44.56	6,126	54.52
Covington Capital Management	4,786	44.71	6,382	53.27
HB Wealth Management, LLC	4,671	44.74	5,784	53.25
Global Retirement Partners, LLC	956	44.98	956	49.16
Allworth Financial LP	458	43.67	222	54.05
Valley National Advisers Inc	404	44.55	404	54.46
Newbridge Financial Services Group, Inc.	120	41.67	434	53.00
Cordasco Financial Network	94	42.55	94	53.19

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Unison Advisors LLC	7,505	90,598	44.64	83,093	53.30	9.03
EisnerAmper Wealth Management Corporate Benefits, LLC	5,422	293,566	44.64	288,144	53.30	1.88
Private Advisor Group, LLC	3,559	29,350	44.63	25,791	53.31	13.80
Cambridge Investment Research Advisors, Inc.	2,897	61,525	44.63	58,628	53.30	4.94
America First Investment Advisors, LLC	2,775	283,054	44.64	280,279	53.30	0.99
Evanson Asset Management, LLC	1,636	25,972	44.62	24,336	53.30	6.72
Allworth Financial LP	236	458	43.67	222	54.05	106.31
Kathleen S. Wright Associates Inc.	219	27,735	44.64	27,516	53.31	0.80

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wipfli Financial Advisors Llc,	4,206	56,699	44.64	60,905	53.30	-6.91
Covington Capital Management	1,596	4,786	44.71	6,382	53.27	-25.01
HB Wealth Management, LLC	1,113	4,671	44.74	5,784	53.25	-19.24
Newbridge Financial Services Group, Inc.	314	120	41.67	434	53.00	-72.35

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 3 New Institutes added position

Name	Shares	PPS
My Legacy Advisors, LLC	10,111	43.32
Rosenberg Matthew Hamilton	169	41.42
Sound Income Strategies, LLC	17	58.82

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	1,809	53.07
Herold Advisors, Inc.	1,100	53300.00
626 Financial, LLC	4,346	53.38
Boenning & Scattergood, Inc.	16,185	53.32

Past Week 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
America First Investment Advisors, LLC	283,054	44.64	280,279	53.30
Unison Advisors LLC	90,598	44.64	83,093	53.30
Cambridge Investment Research Advisors, Inc.	61,525	44.63	58,628	53.30
Private Advisor Group, LLC	29,350	44.63	25,791	53.31
Kathleen S. Wright Associates Inc.	27,735	44.64	27,516	53.31
Evanson Asset Management, LLC	25,972	44.62	24,336	53.30
Wedmont Private Capital	6,126	44.56	6,126	54.52
HB Wealth Management, LLC	4,671	44.74	5,784	53.25
Global Retirement Partners, LLC	956	44.98	956	49.16
Allworth Financial LP	458	43.67	222	54.05
Valley National Advisers Inc	404	44.55	404	54.46
Newbridge Financial Services Group, Inc.	120	41.67	434	53.00
Cordasco Financial Network	94	42.55	94	53.19

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Unison Advisors LLC	7,505	90,598	44.64	83,093	53.30	9.03
Private Advisor Group, LLC	3,559	29,350	44.63	25,791	53.31	13.80
Cambridge Investment Research Advisors, Inc.	2,897	61,525	44.63	58,628	53.30	4.94
America First Investment Advisors, LLC	2,775	283,054	44.64	280,279	53.30	0.99
Evanson Asset Management, LLC	1,636	25,972	44.62	24,336	53.30	6.72
Allworth Financial LP	236	458	43.67	222	54.05	106.31
Kathleen S. Wright Associates Inc.	219	27,735	44.64	27,516	53.31	0.80

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
HB Wealth Management, LLC	1,113	4,671	44.74	5,784	53.25	-19.24
Newbridge Financial Services Group, Inc.	314	120	41.67	434	53.00	-72.35

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name