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 129 214.00 19.45 23.39
Previous Quarter 145 225.00 21.11 29.61

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 10 50 84 4 54 23
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 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 0 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
AE Wealth Management LLC 1,117,102 19.45
LPL Financial LLC 1,026,836 19.45
Morgan Stanley 699,548 19.45
Bank Of America Corp /de/ 472,575 19.45
Wells Fargo & Company/mn 362,371 19.46
Envestnet Asset Management Inc 325,250 19.45
Commonwealth Equity Services, Llc 259,261 19.45
Foresight Capital Management Advisors, Inc. 207,429 19.45
Mirae Asset Global Investments Co., Ltd. 207,000 19.45
Raymond James Financial Services Advisors, Inc. 191,028 19.45
Lido Advisors, LLC 180,805 19.45
Raymond James & Associates 171,019 19.45
Mml Investors Services, Llc 162,032 19.45
Wealthfront Advisers Llc 145,918 19.46
Advisor Group Holdings, Inc. 121,316 19.45
Cambridge Investment Research Advisors, Inc. 120,871 19.45
Curran Financial Partners, LLC 106,022 19.46
TASHX - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 100,025 20.28
DALT - Anfield Capital Diversified Alternatives ETF 96,339 20.28
Old Mission Capital Llc 68,838 19.45

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
Stonegate Investment Group, LLC 29,823,677 20.97
AE Wealth Management LLC 1,022,713 21.11
Bank Of America Corp /de/ 878,867 21.11
Morgan Stanley 662,773 21.11
LPL Financial LLC 636,361 21.11
Wells Fargo & Company/mn 462,464 21.11
Envestnet Asset Management Inc 254,105 21.11
Foresight Capital Management Advisors, Inc. 209,794 21.11
Commonwealth Equity Services, Llc 205,220 21.11
Scotia Capital Inc. 180,151 21.11
Raymond James Financial Services Advisors, Inc. 179,955 21.11
Lido Advisors, LLC 136,931 21.11
Mml Investors Services, Llc 121,057 21.11
EWG Elevate Inc. 117,266 21.11
Thompson Siegel & Walmsley Llc 100,025 21.11
TASHX - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 100,025 20.65
Mirae Asset Global Investments Co., Ltd. 100,000 21.11
DALT - Anfield Capital Diversified Alternatives ETF 93,056 20.65
Wealthfront Advisers Llc 92,987 21.11
Cambridge Investment Research Advisors, Inc. 89,149 21.11

 

Recent Quarter Analysis

Name Shares PPS
Old Mission Capital Llc 68,838 19.45
Dynamic Advisor Solutions LLC 28,154 19.46
Wealthcare Advisory Partners LLC 27,226 19.47
BKD Wealth Advisors, LLC 24,851 19.44
Cresset Asset Management, LLC 14,943 19.47
Advisor Resource Council 10,894 19.46
Seacrest Wealth Management, Llc 5,075 19.51
Venture Visionary Partners LLC 1,512 19453.70
Us Bancorp \de\ 679 19.15
Castle Wealth Management Llc 296 20.27
Name Shares PPS
Stonegate Investment Group, LLC 29,823,677 20.97
EWG Elevate Inc. 117,266 21.11
Thompson Siegel & Walmsley Llc 100,025 21.11
Doyle Wealth Management 64,734 21.12
Calton & Associates, Inc. 32,799 21.10
Flow Traders U.s. Llc 29,347 20.82
Renaissance Technologies Llc 24,400 21.11
Creative Planning 15,990 21.14
Centaurus Financial, Inc. 14,952 21.13
NEXT Financial Group, Inc 12,843 20.87
Clear Perspective Advisors, LLC 11,085 20.84
Tru Independence Asset Management 2, Llc 11,014 21.15
Ameritas Investment Corp 10,738
Money Concepts Capital Corp 6,330 21.17
IFP Advisors, Inc 5,462 24.72
Moors & Cabot, Inc. 4,308 73.82
Lloyd Advisory Services, LLC. 968 20.66
GeoWealth Management, LLC
Signature Securities Group Corporation
Vicus Capital
Pfs Investments Inc.
Advisory Services Network, LLC
Truadvice, LLC
CENTRAL TRUST Co
Parallel Advisors, LLC
Sowell Financial Services LLC
Stratos Wealth Partners, LTD.
Arete Wealth Advisors, LLC
Mcdonald Partners Llc
Mjp Associates Inc /adv
Arkadios Wealth Advisors
Plante Moran Financial Advisors, LLC
Bank Of Montreal /can/
Gerber Kawasaki Wealth & Investment Management
Confluence Wealth Services, Inc.
Kestra Advisory Services, LLC
GWM Advisors LLC
Fsb Premier Wealth Management, Inc.
Richwood Investment Advisors, LLC
Cutter & CO Brokerage, Inc.
Verus Capital Partners, Llc
Barclays Plc
Citigroup Inc
Proequities, Inc.
First Capital Advisors Group, LLC.
Sugarloaf Wealth Management, LLC
TAP Consulting, LLC
Spire Wealth Management
PRW Wealth Management LLC
Cavalier Investments, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
AE Wealth Management LLC 1,117,102 19.45 1,022,713 21.11
LPL Financial LLC 1,026,836 19.45 636,361 21.11
Morgan Stanley 699,548 19.45 662,773 21.11
Bank Of America Corp /de/ 472,575 19.45 878,867 21.11
Wells Fargo & Company/mn 362,371 19.46 462,464 21.11
Envestnet Asset Management Inc 325,250 19.45 254,105 21.11
Commonwealth Equity Services, Llc 259,261 19.45 205,220 21.11
Foresight Capital Management Advisors, Inc. 207,429 19.45 209,794 21.11
Mirae Asset Global Investments Co., Ltd. 207,000 19.45 100,000 21.11
Raymond James Financial Services Advisors, Inc. 191,028 19.45 179,955 21.11
Lido Advisors, LLC 180,805 19.45 136,931 21.11
Raymond James & Associates 171,019 19.45 65,168 21.11
Mml Investors Services, Llc 162,032 19.45 121,057 21.11
Wealthfront Advisers Llc 145,918 19.46 92,987 21.11
Advisor Group Holdings, Inc. 121,316 19.45 28,017 21.17
Cambridge Investment Research Advisors, Inc. 120,871 19.45 89,149 21.11
Curran Financial Partners, LLC 106,022 19.46 68,660 21.10
TASHX - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 100,025 20.28 100,025 20.65
DALT - Anfield Capital Diversified Alternatives ETF 96,339 20.28 93,056 20.65
Royal Bank Of Canada 66,921 19.46 64,910 21.11
Name Current Shares Current PPS Previous Shares Previous PPS
Jane Street Group, Llc 13,812 19.48 0
JTHIX - James Alpha Total Hedge Portfolio Class I 4,487 21.17 1,245 20.08
Truvestments Capital Llc 600 20.00 0
Sofos Investments, Inc. 76 26.32 84 23.81
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
LPL Financial LLC 390,475 1,026,836 19.45 636,361 21.11 61.36
Mirae Asset Global Investments Co., Ltd. 107,000 207,000 19.45 100,000 21.11 107.00
Raymond James & Associates 105,851 171,019 19.45 65,168 21.11 162.43
AE Wealth Management LLC 94,389 1,117,102 19.45 1,022,713 21.11 9.23
Advisor Group Holdings, Inc. 93,299 121,316 19.45 28,017 21.17 333.01
Envestnet Asset Management Inc 71,145 325,250 19.45 254,105 21.11 28.00
Commonwealth Equity Services, Llc 54,041 259,261 19.45 205,220 21.11 26.33
Wealthfront Advisers Llc 52,931 145,918 19.46 92,987 21.11 56.92
Lido Advisors, LLC 43,874 180,805 19.45 136,931 21.11 32.04
Mml Investors Services, Llc 40,975 162,032 19.45 121,057 21.11 33.85
Curran Financial Partners, LLC 37,362 106,022 19.46 68,660 21.10 54.42
Morgan Stanley 36,775 699,548 19.45 662,773 21.11 5.55
Cambridge Investment Research Advisors, Inc. 31,722 120,871 19.45 89,149 21.11 35.58
Goldman Sachs Group Inc 25,534 38,772 19.45 13,238 21.08 192.88
Northwestern Mutual Wealth Management Co 16,708 17,190 19.43 482 20.75 3466.39
Stifel Financial Corp 16,596 39,502 19.44 22,906 21.13 72.45
Jane Street Group, Llc 13,812 13,812 19.48 0 0.00
UBS Group AG 13,348 54,271 19.46 40,923 21.11 32.62
Monticello Wealth Management, Llc 11,676 29,990 19.44 18,314 21.13 63.75
Raymond James Financial Services Advisors, Inc. 11,073 191,028 19.45 179,955 21.11 6.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank Of America Corp /de/ 406,292 472,575 19.45 878,867 21.11 -46.23
Scotia Capital Inc. 141,091 39,060 19.46 180,151 21.11 -78.32
Wells Fargo & Company/mn 100,093 362,371 19.46 462,464 21.11 -21.64
J.w. Cole Advisors, Inc. 32,854 31,871 19.45 64,725 21.10 -50.76
M Holdings Securities, Inc. 22,971 39,206 19.46 62,177 21.12 -36.94
Tower Research Capital LLC (TRC) 11,247 6,795 19.43 18,042 21.12 -62.34
Private Advisor Group, LLC 11,117 16,980 19.43 28,097 21.11 -39.57
Qube Research & Technologies Ltd 4,922 1,388 19.45 6,310 21.08 -78.00
Prospera Financial Services Inc 3,422 10,579 19.47 14,001 21.14 -24.44
Foresight Capital Management Advisors, Inc. 2,365 207,429 19.45 209,794 21.11 -1.13
Strategic Wealth Advisors Group, LLC 2,291 14,673 16,964 -13.51
Jpmorgan Chase & Co 1,508 19,922 19.48 21,430 21.09 -7.04
Capital Investment Advisory Services, LLC 1,481 4,202 19.51 5,683 21.12 -26.06
Joseph P. Lucia & Associates, LLC 1,280 30,770 19.47 32,050 21.12 -3.99
Truist Financial Corp 845 17,922 19.47 18,767 21.10 -4.50
Global Wealth Management Investment Advisory, Inc. 775 310 19.35 1,085 21.20 -71.43
Capital Analysts, Inc. 700 500 1,200 -58.33
Wedbush Securities Inc 441 46,407 19.46 46,848 21.11 -0.94
Simplex Trading, Llc 49 105 19.05 154 19.48 -31.82
Financial Engines Advisors L.L.C. 34 24,837 19.45 24,871 21.11 -0.14
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
Citadel Advisors Llc 1,800 20,300 18,500 9.73
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
Name Current Shares Current PPS Previous Shares Previous PPS
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