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	194	86.00	88.07	87.16
Previous Quarter	205	87.00	88.08	87.46

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	36	20	0	11	3
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	19	0	10	3
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
Cwm, Llc	836,761	88.09
Linscomb & Williams, Inc.	431,376	88.09
Morgan Stanley	379,329	88.09
LPL Financial LLC	334,381	88.09
Clearwater Capital Advisors, LLC	322,612	88.09
Cetera Advisor Networks LLC	256,455	88.09
Bank Of America Corp /de/	231,708	88.09
Wells Fargo & Company/mn	196,477	88.09
FUKOKU MUTUAL LIFE INSURANCE Co	150,000	88.09
Raymond James Financial Services Advisors, Inc.	140,105	88.08
UBS Group AG	124,126	88.09
Ledge Wealth Management, Inc.	103,396	88.09
Evanson Asset Management, LLC	99,954	82.29
WJ Wealth Management, LLC	83,645	88.06
Advisor Group Holdings, Inc.	70,467	87.18
Royal Bank Of Canada	68,131	88.09
Cetera Advisors LLC	64,215	88.09
Raymond James & Associates	58,433	88.08
Envestnet Asset Management Inc	44,642	88.10
SMIFX - Sound Mind Investing Fund	43,030	85.52

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
Cwm, Llc	836,761	88.09
Linscomb & Williams, Inc.	431,376	88.09
Morgan Stanley	379,329	88.09
LPL Financial LLC	334,381	88.09
Clearwater Capital Advisors, LLC	322,612	88.09
Cetera Advisor Networks LLC	256,455	88.09
Bank Of America Corp /de/	231,708	88.09
Wells Fargo & Company/mn	196,477	88.09
FUKOKU MUTUAL LIFE INSURANCE Co	150,000	88.09
Raymond James Financial Services Advisors, Inc.	140,105	88.08
UBS Group AG	124,126	88.09
Ledge Wealth Management, Inc.	103,396	88.09
Evanson Asset Management, LLC	98,850	88.09
WJ Wealth Management, LLC	83,645	88.06
Advisor Group Holdings, Inc.	70,467	87.18
Royal Bank Of Canada	68,131	88.09
Cetera Advisors LLC	64,215	88.09
Raymond James & Associates	58,433	88.08
Envestnet Asset Management Inc	44,642	88.10
Moors & Cabot, Inc.	43,000

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
SMIFX - Sound Mind Investing Fund	43,030	85.52
SMILX - SMI 50/40/10 Fund	13,240	85.50
Fmr Llc	2,504	88.26

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	43,000
IFP Advisors, Inc	6,152	82.74
Orion Portfolio Solutions, LLC	2,541	88.15
Fmr Llc	2,504	88.26
Wipfli Financial Advisors Llc,	2,382	88.16
Sonora Investment Management, LLC	1,050	77.14
Carroll Financial Associates, Inc.	450	80.00
Cedar Wealth Management, LLC
Altshuler Shaham Ltd
Jane Street Group, Llc
Citigroup Inc
Capital Analysts, Inc.
ExodusPoint Capital Management, LP
Principal Financial Group Inc
Cahill Financial Advisors Inc
Chicago Capital, LLC
MTM Investment Management, LLC
CBIZ Investment Advisory Services, LLC
Cornerstone Advisory, LLC
Strategic Blueprint, LLC
Archer Investment Corp
Financial Planners of Cleveland, Inc.
Arcadia Investment Management Corp/mi
Sage Rhino Capital Llc
Bridgeworth, LLC
AlphaCore Capital LLC
Eaton Vance Management
Investors Financial Group, LLC
Better Money Decisions, LLC
Flow Traders U.s. Llc
Personal Wealth Partners
Stonebridge Financial Planning Group, LLC
Phoenix Wealth Advisors
Harbour Investments, Inc.
Beacon Harbor Wealth Advisors, Inc.
AlphaMark Advisors, LLC

Recent Quarter 20 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Evanson Asset Management, LLC	99,954	82.29	98,850	88.09
Cambridge Investment Research Advisors, Inc.	27,910	82.30	19,321	88.09
Lvm Capital Management Ltd/mi	26,327	82.27	26,357	88.10
BerganKDV Wealth Management, LLC	18,546	82.28	11,363	88.09
AdvisorNet Financial, Inc	16,795	82.29	4,144	88.08
Global Retirement Partners, LLC	13,129	82.26	3,303	88.71
Elk River Wealth Management, LLC	11,776	82.29	12,426	88.12
Melone Private Wealth, LLC	11,771	82.32	11,758	88.03
Private Advisor Group, LLC	7,141	82.34	6,404	88.07
Cooper Financial Group	7,137	82.25	6,963	88.04
Koshinski Asset Management, Inc.	4,875		4,872	88.05
ACG Wealth	4,114	82.40	4,113	88.01
Transform Wealth, LLC	4,048	82.26	4,048	87.94
Ferguson Wellman Capital Management, Inc	3,965	82.22	3,965	88.02
West Coast Financial LLC	3,000	82.33	3,000	88.00
Webster Bank, N. A.	2,730	82.42	2,730	87.91
CVA Family Office, LLC	1,833	82.38	1,814	88.20
West Bancorporation Inc	750	82.67	750	88.00
Newbridge Financial Services Group, Inc.	723	81.60	723	88.52
Sargent Bickham Lagudis LLC	581	82.62	581	87.78

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
AdvisorNet Financial, Inc	12,651	16,795	82.29	4,144	88.08	305.28
Global Retirement Partners, LLC	9,826	13,129	82.26	3,303	88.71	297.49
Cambridge Investment Research Advisors, Inc.	8,589	27,910	82.30	19,321	88.09	44.45
BerganKDV Wealth Management, LLC	7,183	18,546	82.28	11,363	88.09	63.21
Evanson Asset Management, LLC	1,104	99,954	82.29	98,850	88.09	1.12
Private Advisor Group, LLC	737	7,141	82.34	6,404	88.07	11.51
Cooper Financial Group	174	7,137	82.25	6,963	88.04	2.50
CVA Family Office, LLC	19	1,833	82.38	1,814	88.20	1.05
Melone Private Wealth, LLC	13	11,771	82.32	11,758	88.03	0.11
Koshinski Asset Management, Inc.	3	4,875		4,872	88.05	0.06
ACG Wealth	1	4,114	82.40	4,113	88.01	0.02

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Elk River Wealth Management, LLC	650	11,776	82.29	12,426	88.12	-5.23
Arkadios Wealth Advisors	91	2,469		2,560		-3.55
Lvm Capital Management Ltd/mi	30	26,327	82.27	26,357	88.10	-0.11

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 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Orion Portfolio Solutions, LLC	2,541	88.15

Past Week 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Evanson Asset Management, LLC	99,954	82.29	98,850	88.09
Cambridge Investment Research Advisors, Inc.	27,910	82.30	19,321	88.09
Lvm Capital Management Ltd/mi	26,327	82.27	26,357	88.10
BerganKDV Wealth Management, LLC	18,546	82.28	11,363	88.09
Global Retirement Partners, LLC	13,129	82.26	3,303	88.71
Elk River Wealth Management, LLC	11,776	82.29	12,426	88.12
Melone Private Wealth, LLC	11,771	82.32	11,758	88.03
Private Advisor Group, LLC	7,141	82.34	6,404	88.07
Cooper Financial Group	7,137	82.25	6,963	88.04
Koshinski Asset Management, Inc.	4,875		4,872	88.05
ACG Wealth	4,114	82.40	4,113	88.01
Transform Wealth, LLC	4,048	82.26	4,048	87.94
Ferguson Wellman Capital Management, Inc	3,965	82.22	3,965	88.02
West Coast Financial LLC	3,000	82.33	3,000	88.00
Webster Bank, N. A.	2,730	82.42	2,730	87.91
CVA Family Office, LLC	1,833	82.38	1,814	88.20
West Bancorporation Inc	750	82.67	750	88.00
Newbridge Financial Services Group, Inc.	723	81.60	723	88.52
Sargent Bickham Lagudis LLC	581	82.62	581	87.78

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Global Retirement Partners, LLC	9,826	13,129	82.26	3,303	88.71	297.49
Cambridge Investment Research Advisors, Inc.	8,589	27,910	82.30	19,321	88.09	44.45
BerganKDV Wealth Management, LLC	7,183	18,546	82.28	11,363	88.09	63.21
Evanson Asset Management, LLC	1,104	99,954	82.29	98,850	88.09	1.12
Private Advisor Group, LLC	737	7,141	82.34	6,404	88.07	11.51
Cooper Financial Group	174	7,137	82.25	6,963	88.04	2.50
CVA Family Office, LLC	19	1,833	82.38	1,814	88.20	1.05
Melone Private Wealth, LLC	13	11,771	82.32	11,758	88.03	0.11
Koshinski Asset Management, Inc.	3	4,875		4,872	88.05	0.06
ACG Wealth	1	4,114	82.40	4,113	88.01	0.02

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Elk River Wealth Management, LLC	650	11,776	82.29	12,426	88.12	-5.23
Arkadios Wealth Advisors	91	2,469		2,560		-3.55
Lvm Capital Management Ltd/mi	30	26,327	82.27	26,357	88.10	-0.11

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