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	336	65.00	65.72	64.42
Previous Quarter	343	66.00	65.72	64.97

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	7	45	29	1	10	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	4	3	26	1	10	4
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.	4,099,828	65.72
PNC FINANCIAL SERVICES GROUP, INC.	3,557,663
Morgan Stanley	2,919,224	65.72
HCMNX - HCM Dividend Sector Plus Fund Class A Shares	1,969,134	65.72
LPL Financial LLC	1,884,563	65.72
Bank Of America Corp /de/	1,615,855	65.72
Ameriprise Financial Inc	1,495,405	65.71
Wade G W & Inc	1,405,526	65.72
Creative Planning	1,107,093	65.72
UBS Group AG	1,021,504	65.72
Evercore Wealth Management, LLC	892,295	65.72
Commonwealth Equity Services, Llc	636,207	65.72
Envestnet Asset Management Inc	595,266	65.72
Raymond James Financial Services Advisors, Inc.	567,654	65.72
Revolve Wealth Partners, LLC	547,373	59.10
Wilbanks Smith & Thomas Asset Management Llc	540,022	63.23
Stratos Wealth Partners, LTD.	522,294	65.72
Royal Bank Of Canada	470,184	65.72
Cambridge Investment Research Advisors, Inc.	469,893	59.10
Wells Fargo & Company/mn	364,414	65.72

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.	4,099,828	65.72
Morgan Stanley	2,919,224	65.72
HCMNX - HCM Dividend Sector Plus Fund Class A Shares	1,969,134	65.72
LPL Financial LLC	1,884,563	65.72
Bank Of America Corp /de/	1,615,855	65.72
Ameriprise Financial Inc	1,495,405	65.71
Wade G W & Inc	1,405,526	65.72
Creative Planning	1,107,093	65.72
UBS Group AG	1,021,504	65.72
Evercore Wealth Management, LLC	892,295	65.72
Commonwealth Equity Services, Llc	636,207	65.72
Envestnet Asset Management Inc	595,266	65.72
Raymond James Financial Services Advisors, Inc.	567,654	65.72
Wilbanks Smith & Thomas Asset Management Llc	540,022	63.23
Revolve Wealth Partners, LLC	529,669	65.72
Stratos Wealth Partners, LTD.	522,294	65.72
Royal Bank Of Canada	470,184	65.72
Cambridge Investment Research Advisors, Inc.	466,648	65.72
Wells Fargo & Company/mn	364,414	65.72
IAG Wealth Partners, LLC	325,432	65.72

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
PNC FINANCIAL SERVICES GROUP, INC.	3,557,663
Kestra Advisory Services, LLC	184,680	65.72
Calton & Associates, Inc.	25,756	59.09
HBW Advisory Services LLC	10,628	59.09
Wbh Advisory Inc	5,270	59.58
American National Bank	200	60.00
Matrix Private Capital Group Llc	0

Recent Quarter 45 Institutes closed out their positions

Name	Shares	PPS
Kestra Advisory Services, LLC	184,680	65.72
Moors & Cabot, Inc.	22,000	0.14
Capital Investment Advisors, LLC	3,961	65.64
Vista Wealth Management Group, LLC	3,378	65.72
Perfromance Wealth Partners, LLC	3,220	65.84
Birch Hill Investment Advisors LLC	3,200	65.62
Ameritas Investment Corp	2,447
Carroll Financial Associates, Inc.	2,000	65.50
Cutler Group LP	1,000	2.00
Cutler Group LP	1,000	2.00
IFP Advisors, Inc	730	65.75
Security National Trust Co	400	120.00
AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A	353	118.98
Wealth Quarterback LLC	345
Bbva Usa	11	90.91
Allegheny Financial Group LTD
Arkadios Wealth Advisors
Fifth Third Securities, Inc.
Sentinel Pension Advisors Inc
Fifth Third Bancorp
Jane Street Group, Llc
Ellis Investment Partners, LLC
Barclays Plc
Oakworth Capital, Inc.
Advisor Resource Council
Jacobi Capital Management LLC
Ten Capital Wealth Advisors, LLC
Total Clarity Wealth Management, Inc.
Institutional & Family Asset Management, Llc
Phoenix Wealth Advisors
Lincoln National Corp
Capital Investment Advisory Services, LLC
Advisors Preferred, LLC
WASHINGTON TRUST Co
Perennial Advisors, LLC
Advisory Services Network, LLC
Huntington National Bank
Trustcore Financial Services, Llc
Addison Advisors LLC
Chicago Capital, LLC
Coulter & Justus Financial Services, LLC
Wolverine Trading, Llc
Liberty Wealth Management Llc
Advanced Research Investment Solutions, Llc
Baker Tilly Financial, Llc

Recent Quarter 29 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Revolve Wealth Partners, LLC	547,373	59.10	529,669	65.72
Cambridge Investment Research Advisors, Inc.	469,893	59.10	466,648	65.72
Lake Street Financial Llc	179,400	59.10	175,632	65.72
Private Advisor Group, LLC	171,582	59.10	149,229	65.72
Traverso Chambers Private Wealth Management, LLC	137,377	59.10	137,691	65.72
Koshinski Asset Management, Inc.	115,011	0.06	114,180	65.72
Sarasin & Partners LLP	80,904	59.09	81,204	65.72
Procyon Private Wealth Partners, LLC	38,810	59.11	34,476	65.73
Virginia National Bank	32,464	59.11	32,464	65.73
Minot Wealth Management LLC	16,132	59.08	16,132	65.71
Newbridge Financial Services Group, Inc.	14,619	59.10	14,814	65.75
Kmg Fiduciary Partners, Llc	13,426	59.06	13,346	65.71
626 Financial, LLC	11,975	59.04	11,929	65.72
Adviser Investments LLC	9,218	59.12	9,218	65.74
First Heartland Consultants, Inc.	9,110	59.06	9,110	65.64
Grandview Asset Management LLC	7,168	59.15	7,834	65.74
Global Retirement Partners, LLC	6,271	59.16	6,271	62.35
Raymond James Trust N.a.	5,458	59.18	5,458	65.78
Wedmont Private Capital	4,886	59.15	4,886	66.11
PFG Advisors	4,662	59.20	4,662	65.64

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	1,799	120.07	0

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	22,353	171,582	59.10	149,229	65.72	14.98
Revolve Wealth Partners, LLC	17,704	547,373	59.10	529,669	65.72	3.34
Procyon Private Wealth Partners, LLC	4,334	38,810	59.11	34,476	65.73	12.57
Lake Street Financial Llc	3,768	179,400	59.10	175,632	65.72	2.15
Cambridge Investment Research Advisors, Inc.	3,245	469,893	59.10	466,648	65.72	0.70
Carnegie Capital Asset Management, LLC	1,799	1,799	120.07	0		0.00
Koshinski Asset Management, Inc.	831	115,011	0.06	114,180	65.72	0.73
Kmg Fiduciary Partners, Llc	80	13,426	59.06	13,346	65.71	0.60
626 Financial, LLC	46	11,975	59.04	11,929	65.72	0.39
Optimum Investment Advisors	1	1,204	58.97	1,203	65.67	0.08

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Grandview Asset Management LLC	666	7,168	59.15	7,834	65.74	-8.50
Traverso Chambers Private Wealth Management, LLC	314	137,377	59.10	137,691	65.72	-0.23
Sarasin & Partners LLP	300	80,904	59.09	81,204	65.72	-0.37
Newbridge Financial Services Group, Inc.	195	14,619	59.10	14,814	65.75	-1.32

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 4 New Institutes added position

Name	Shares	PPS
Calton & Associates, Inc.	25,756	59.09
HBW Advisory Services LLC	10,628	59.09
Wbh Advisory Inc	5,270	59.58
American National Bank	200	60.00

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Vista Wealth Management Group, LLC	3,378	65.72
Perfromance Wealth Partners, LLC	3,220	65.84
Birch Hill Investment Advisors LLC	3,200	65.62

Past Week 26 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Revolve Wealth Partners, LLC	547,373	59.10	529,669	65.72
Cambridge Investment Research Advisors, Inc.	469,893	59.10	466,648	65.72
Lake Street Financial Llc	179,400	59.10	175,632	65.72
Private Advisor Group, LLC	171,582	59.10	149,229	65.72
Traverso Chambers Private Wealth Management, LLC	137,377	59.10	137,691	65.72
Koshinski Asset Management, Inc.	115,011	0.06	114,180	65.72
Sarasin & Partners LLP	80,904	59.09	81,204	65.72
Procyon Private Wealth Partners, LLC	38,810	59.11	34,476	65.73
Minot Wealth Management LLC	16,132	59.08	16,132	65.71
Newbridge Financial Services Group, Inc.	14,619	59.10	14,814	65.75
Kmg Fiduciary Partners, Llc	13,426	59.06	13,346	65.71
626 Financial, LLC	11,975	59.04	11,929	65.72
Adviser Investments LLC	9,218	59.12	9,218	65.74
First Heartland Consultants, Inc.	9,110	59.06	9,110	65.64
Grandview Asset Management LLC	7,168	59.15	7,834	65.74
Global Retirement Partners, LLC	6,271	59.16	6,271	62.35
Raymond James Trust N.a.	5,458	59.18	5,458	65.78
Wedmont Private Capital	4,886	59.15	4,886	66.11
PFG Advisors	4,662	59.20	4,662	65.64
Fusion Capital, LLC	3,872	59.14	3,872	65.60
Burns J W & Co Inc/ny	3,750	59.20	3,750	65.60
CVA Family Office, LLC	1,426	58.91	1,426	65.92
Optimum Investment Advisors	1,204	58.97	1,203	65.67
Tsfg, Llc	1,142	58.67	1,142	65.67
Valley National Advisers Inc	410	60.98	410	65.85
Sound Income Strategies, LLC	106	56.60	106	66.04

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	1,799	120.07	0

Past Week 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	22,353	171,582	59.10	149,229	65.72	14.98
Revolve Wealth Partners, LLC	17,704	547,373	59.10	529,669	65.72	3.34
Procyon Private Wealth Partners, LLC	4,334	38,810	59.11	34,476	65.73	12.57
Lake Street Financial Llc	3,768	179,400	59.10	175,632	65.72	2.15
Cambridge Investment Research Advisors, Inc.	3,245	469,893	59.10	466,648	65.72	0.70
Carnegie Capital Asset Management, LLC	1,799	1,799	120.07	0		0.00
Koshinski Asset Management, Inc.	831	115,011	0.06	114,180	65.72	0.73
Kmg Fiduciary Partners, Llc	80	13,426	59.06	13,346	65.71	0.60
626 Financial, LLC	46	11,975	59.04	11,929	65.72	0.39
Optimum Investment Advisors	1	1,204	58.97	1,203	65.67	0.08

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Grandview Asset Management LLC	666	7,168	59.15	7,834	65.74	-8.50
Traverso Chambers Private Wealth Management, LLC	314	137,377	59.10	137,691	65.72	-0.23
Sarasin & Partners LLP	300	80,904	59.09	81,204	65.72	-0.37
Newbridge Financial Services Group, Inc.	195	14,619	59.10	14,814	65.75	-1.32

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