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	157	315.00	37.44	36.65
Previous Quarter	160	304.00	37.45	37.27

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	2	21	30	0	14	11
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	1	1	16	0	7	5
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
Raymond James Financial Services Advisors, Inc.	3,013,914	37.45
Raymond James & Associates	1,669,622	37.45
LPL Financial LLC	808,918	37.45
Truist Financial Corp	582,682	33.55
Royal Bank Of Canada	412,048	37.45
Belpointe Asset Management LLC	386,281	37.45
HighTower Advisors, LLC	284,564	37.46
Cetera Advisors LLC	284,299	37.45
Envestnet Asset Management Inc	276,411	37.45
West Michigan Advisors, Llc	273,014	37.45
MBL Wealth, LLC	268,383	37.45
UBS Group AG	264,800	37.45
RiverTree Advisors, LLC	238,904	37.45
Laidlaw Wealth Management LLC	233,585	37.45
Cwm, Llc	202,100	37.45
Miracle Mile Advisors, LLC	194,848	33.55
Element Wealth, LLC	184,150	33.55
Andesa Financial Management Inc.	143,371	37.45
ForthRight Wealth Management, LLC	139,694	33.55
Advisor Group Holdings, Inc.	137,987	39.04

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
Raymond James Financial Services Advisors, Inc.	3,013,914	37.45
Raymond James & Associates	1,669,622	37.45
LPL Financial LLC	808,918	37.45
Royal Bank Of Canada	412,048	37.45
Truist Financial Corp	400,504	37.45
Belpointe Asset Management LLC	386,281	37.45
HighTower Advisors, LLC	284,564	37.46
Cetera Advisors LLC	284,299	37.45
Envestnet Asset Management Inc	276,411	37.45
West Michigan Advisors, Llc	273,014	37.45
MBL Wealth, LLC	268,383	37.45
UBS Group AG	264,800	37.45
RiverTree Advisors, LLC	238,904	37.45
Laidlaw Wealth Management LLC	233,585	37.45
Miracle Mile Advisors, LLC	207,057	37.45
Cwm, Llc	202,100	37.45
Element Wealth, LLC	184,387	37.45
Carroll Financial Associates, Inc.	177,301	38.17
Andesa Financial Management Inc.	143,371	37.45
Advisor Group Holdings, Inc.	137,987	39.04

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Stifel Financial Corp	118,959	37.45
Hexagon Capital Partners LLC	1,000	34.00

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Carroll Financial Associates, Inc.	177,301	38.17
Stifel Financial Corp	118,959	37.45
PFG Advisors	57,761	37.45
IFP Advisors, Inc	55,667	38.14
Money Concepts Capital Corp	1,050	37.14
Koshinski Asset Management, Inc.	302	36.42
Valley National Advisers Inc	301	36.54
Zullo Investment Group, Inc.
Lloyd Advisory Services, LLC.
North Star Investment Management Corp.
Kowal Investment Group, LLC
Barclays Plc
Laurel Wealth Advisors, Inc.
HHM Wealth Advisors, LLC
CoreCap Advisors, LLC
International Assets Investment Management, Llc
Masso Torrence Wealth Management Inc.
Dixon Hughes Goodman Wealth Advisors LLC
Nadler Financial Group, Inc.
Centennial Wealth Advisory LLC
Captrust Financial Advisors

Recent Quarter 30 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	582,682	33.55	400,504	37.45
Miracle Mile Advisors, LLC	194,848	33.55	207,057	37.45
Element Wealth, LLC	184,150	33.55	184,387	37.45
ForthRight Wealth Management, LLC	139,694	33.55	126,132	37.45
IAM Advisory, LLC	115,676	33.55	115,888	37.45
Investors Research Corp	111,081	33.55	101,906	37.45
Cambridge Investment Research Advisors, Inc.	109,271	33.55	98,738	37.45
Signature Wealth Management Group	107,298	33.55	108,027	37.45
Commonwealth Equity Services, Llc	59,125	33.54	38,964	37.44
McAdam, LLC	56,055	33.56	52,227	37.45
Foresight Capital Management Advisors, Inc.	53,447	33.55	54,093	37.45
DAVENPORT & Co LLC	49,716	33.55	54,529	37.45
Boenning & Scattergood, Inc.	47,482	33.55	46,149	37.44
Stone Point Wealth LLC	47,300	33.55	41,916	37.43
Raymond James Trust N.a.	46,832	33.55	30,607	37.48
Stratos Wealth Partners, LTD.	37,861	33.54	45,234	37.45
Private Advisor Group, LLC	35,872	33.54	37,069	37.44
Key Client Fiduciary Advisors, LLC	26,800	33.54	27,800	37.45
Advisory Alpha, LLC	24,435	33.56	24,001	37.46
Pacific Financial Group Inc	24,145	33.55	26,505	37.46

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 14 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Truist Financial Corp	182,178	582,682	33.55	400,504	37.45	45.49
Commonwealth Equity Services, Llc	20,161	59,125	33.54	38,964	37.44	51.74
Raymond James Trust N.a.	16,225	46,832	33.55	30,607	37.48	53.01
ForthRight Wealth Management, LLC	13,562	139,694	33.55	126,132	37.45	10.75
Cambridge Investment Research Advisors, Inc.	10,533	109,271	33.55	98,738	37.45	10.67
Investors Research Corp	9,175	111,081	33.55	101,906	37.45	9.00
Stone Point Wealth LLC	5,384	47,300	33.55	41,916	37.43	12.84
McAdam, LLC	3,828	56,055	33.56	52,227	37.45	7.33
Alliance Wealth Advisors, LLC	2,438	15,475	33.54	13,037	37.43	18.70
Wedbush Securities Inc	1,790	18,159	33.54	16,369	37.45	10.94
Boenning & Scattergood, Inc.	1,333	47,482	33.55	46,149	37.44	2.89
Capital Investment Advisory Services, LLC	1,325	6,327	33.51	5,002	37.39	26.49
Advisory Alpha, LLC	434	24,435	33.56	24,001	37.46	1.81
Tsfg, Llc	112	4,932	33.45	4,820	37.55	2.32

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	12,209	194,848	33.55	207,057	37.45	-5.90
Stratos Wealth Partners, LTD.	7,373	37,861	33.54	45,234	37.45	-16.30
DAVENPORT & Co LLC	4,813	49,716	33.55	54,529	37.45	-8.83
Pacific Financial Group Inc	2,360	24,145	33.55	26,505	37.46	-8.90
Private Advisor Group, LLC	1,197	35,872	33.54	37,069	37.44	-3.23
CFO4Life Group, LLC	1,023	22,706	33.78	23,729	37.46	-4.31
Key Client Fiduciary Advisors, LLC	1,000	26,800	33.54	27,800	37.45	-3.60
Signature Wealth Management Group	729	107,298	33.55	108,027	37.45	-0.67
Foresight Capital Management Advisors, Inc.	646	53,447	33.55	54,093	37.45	-1.19
Element Wealth, LLC	237	184,150	33.55	184,387	37.45	-0.13
IAM Advisory, LLC	212	115,676	33.55	115,888	37.45	-0.18

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 1 New Institutes added position

Name	Shares	PPS
Hexagon Capital Partners LLC	1,000	34.00

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Money Concepts Capital Corp	1,050	37.14

Past Week 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	582,682	33.55	400,504	37.45
Element Wealth, LLC	184,150	33.55	184,387	37.45
Investors Research Corp	111,081	33.55	101,906	37.45
Commonwealth Equity Services, Llc	59,125	33.54	38,964	37.44
DAVENPORT & Co LLC	49,716	33.55	54,529	37.45
Stone Point Wealth LLC	47,300	33.55	41,916	37.43
Stratos Wealth Partners, LTD.	37,861	33.54	45,234	37.45
Key Client Fiduciary Advisors, LLC	26,800	33.54	27,800	37.45
CFO4Life Group, LLC	22,706	33.78	23,729	37.46
Wedbush Securities Inc	18,159	33.54	16,369	37.45
Alliance Wealth Advisors, LLC	15,475	33.54	13,037	37.43
Eidelman Virant Capital	15,250	33.77	15,250	37.44
Capital Investment Advisory Services, LLC	6,327	33.51	5,002	37.39
Spire Wealth Management	2,326	33.53	2,326	37.40
Harbor Investment Advisory, Llc	450	33.33	450	37.78
Geneos Wealth Management Inc.	300	33.33	300	36.67

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
Truist Financial Corp	182,178	582,682	33.55	400,504	37.45	45.49
Commonwealth Equity Services, Llc	20,161	59,125	33.54	38,964	37.44	51.74
Investors Research Corp	9,175	111,081	33.55	101,906	37.45	9.00
Stone Point Wealth LLC	5,384	47,300	33.55	41,916	37.43	12.84
Alliance Wealth Advisors, LLC	2,438	15,475	33.54	13,037	37.43	18.70
Wedbush Securities Inc	1,790	18,159	33.54	16,369	37.45	10.94
Capital Investment Advisory Services, LLC	1,325	6,327	33.51	5,002	37.39	26.49

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Stratos Wealth Partners, LTD.	7,373	37,861	33.54	45,234	37.45	-16.30
DAVENPORT & Co LLC	4,813	49,716	33.55	54,529	37.45	-8.83
CFO4Life Group, LLC	1,023	22,706	33.78	23,729	37.46	-4.31
Key Client Fiduciary Advisors, LLC	1,000	26,800	33.54	27,800	37.45	-3.60
Element Wealth, LLC	237	184,150	33.55	184,387	37.45	-0.13

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