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 244 67.00 68.64 67.15
Previous Quarter 254 68.00 68.64 67.64

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 4 48 18 0 6 8
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 5 14 0 5 6
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
Savant Capital, LLC 1,061,266 68.64
Efficient Advisors, LLC 494,915 68.64
Bank Of America Corp /de/ 438,275 68.64
UBS Group AG 333,496 68.64
3D/L Capital Management, LLC 303,458 68.64
Morgan Stanley 242,466 68.64
Envestnet Asset Management Inc 222,971 68.64
M Holdings Securities, Inc. 203,995 68.64
HighTower Advisors, LLC 195,458 68.61
Shakespeare Wealth Management, Inc. 168,892 69.47
Citadel Advisors Llc 159,720 68.64
Bank Of Montreal /can/ 149,214 69.79
Great Point Wealth Advisors, LLC 132,408 68.64
Carlson Capital Management 129,831 68.64
Raymond James & Associates 129,680 68.64
Flow Traders U.s. Llc 122,062 73.65
GHP Investment Advisors, Inc. 119,220 68.64
Ameriprise Financial Inc 114,002 68.78
WESCAP Management Group, Inc. 108,874 68.64
Jane Street Group, Llc 98,769 68.65

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
Savant Capital, LLC 1,061,266 68.64
Efficient Advisors, LLC 494,915 68.64
Bank Of America Corp /de/ 438,275 68.64
UBS Group AG 333,496 68.64
3D/L Capital Management, LLC 303,458 68.64
Morgan Stanley 242,466 68.64
Envestnet Asset Management Inc 222,971 68.64
M Holdings Securities, Inc. 203,995 68.64
HighTower Advisors, LLC 195,458 68.61
Shakespeare Wealth Management, Inc. 168,892 69.47
Citadel Advisors Llc 159,720 68.64
Bank Of Montreal /can/ 149,214 69.79
Great Point Wealth Advisors, LLC 132,408 68.64
Carlson Capital Management 129,831 68.64
Raymond James & Associates 129,680 68.64
Flow Traders U.s. Llc 122,062 73.65
GHP Investment Advisors, Inc. 119,220 68.64
Ameriprise Financial Inc 114,002 68.78
WESCAP Management Group, Inc. 108,874 68.64
Jane Street Group, Llc 98,769 68.65

 

Recent Quarter Analysis

Name Shares PPS
Wipfli Financial Advisors Llc, 18,956 58.40
One + One Wealth Management, Llc 10,473 58.34
ACG Wealth 114 61.40
Sound Income Strategies, LLC 12 83.33
Name Shares PPS
Acorn Financial Advisory Services Inc /adv 3,284 68.82
Koshinski Asset Management, Inc. 473 67.65
Sargent Bickham Lagudis LLC 300 70.00
IFP Advisors, Inc 130 76.92
Gradient Investments LLC 122 65.57
Exane Derivatives 7
Bingham Osborn & Scarborough Llc
CIBC World Markets Inc.
Vista Wealth Management Group, LLC
AlphaMark Advisors, LLC
Continuum Advisory, LLC
Hc Financial Advisors Inc
John W. Brooker & Co., CPAs
Cwm, Llc
Baker Avenue Asset Management, LP
Susquehanna International Group, Llp
Family Legacy, Inc.
United Capital Financial Advisers, Llc
Provence Wealth Management Group
Smart Money Group LLC
RPG Investment Advisory, LLC
Bank Of Nova Scotia
Merriman Wealth Management, LLC
Dividend Asset Capital, Llc
RDA Financial Network
JTHIX - James Alpha Total Hedge Portfolio Class I
RWM Asset Management, LLC
Retirement Planning Co of New England, Inc.
Avantax Advisory Services, Inc.
Simon Quick Advisors, Llc
Shore Point Advisors, LLC
Henrickson Nauta Wealth Advisors, Inc.
Wealthspire Advisors, LLC
EisnerAmper Wealth Management Corporate Benefits, LLC
Perigon Wealth Management, LLC
Cetera Investment Advisers
LexAurum Advisors, LLC
Renaissance Technologies Llc
Snowden Capital Advisors LLC
Northern Trust Corp
Kovitz Investment Group Partners, LLC
Stonnington Group, Llc
Better Money Decisions, LLC
Arkadios Wealth Advisors
Firestone Capital Management
Winning Points Advisors, LLC
Coulter & Justus Financial Services, LLC
Glassman Wealth Services
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 70,471 58.38 78,447 68.65
Evanson Asset Management, LLC 68,908 58.38 70,584 68.64
McLean Asset Management Corp 59,939 57.24 60,066 68.64
Ritholtz Wealth Management 52,469 58.38 54,048 68.64
Kathleen S. Wright Associates Inc. 39,324 58.39 39,641 68.64
Private Advisor Group, LLC 25,341 58.36 23,067 68.63
Cambridge Investment Research Advisors, Inc. 13,888 58.40 13,029 68.62
Miracle Mile Advisors, LLC 7,664 58.32 7,460 68.63
Castle Rock Wealth Management, LLC 6,300 57.94 7,900 67.34
Joel Isaacson & Co., LLC 5,906 58.42 5,906 67.22
Raymond James Trust N.a. 3,838 58.36 2,970 68.69
Calton & Associates, Inc. 3,794 58.25 4,291 68.52
Advocacy Wealth Management Services, LLC 1,365 58.61 1,365 68.86
Independence Bank of Kentucky 1,300 58.46 1,895 68.60
Tsfg, Llc 254 59.06 254 66.93
AdvisorNet Financial, Inc 90 55.56 89 67.42
Cordasco Financial Network 66 60.61 66 75.76
Newbridge Financial Services Group, Inc. 52 57.69 51 58.82
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 2,274 25,341 58.36 23,067 68.63 9.86
Raymond James Trust N.a. 868 3,838 58.36 2,970 68.69 29.23
Cambridge Investment Research Advisors, Inc. 859 13,888 58.40 13,029 68.62 6.59
Miracle Mile Advisors, LLC 204 7,664 58.32 7,460 68.63 2.73
AdvisorNet Financial, Inc 1 90 55.56 89 67.42 1.12
Newbridge Financial Services Group, Inc. 1 52 57.69 51 58.82 1.96
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 7,976 70,471 58.38 78,447 68.65 -10.17
Evanson Asset Management, LLC 1,676 68,908 58.38 70,584 68.64 -2.37
Castle Rock Wealth Management, LLC 1,600 6,300 57.94 7,900 67.34 -20.25
Ritholtz Wealth Management 1,579 52,469 58.38 54,048 68.64 -2.92
Independence Bank of Kentucky 595 1,300 58.46 1,895 68.60 -31.40
Calton & Associates, Inc. 497 3,794 58.25 4,291 68.52 -11.58
Kathleen S. Wright Associates Inc. 317 39,324 58.39 39,641 68.64 -0.80
McLean Asset Management Corp 127 59,939 57.24 60,066 68.64 -0.21
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
One + One Wealth Management, Llc 10,473 58.34
ACG Wealth 114 61.40
Sound Income Strategies, LLC 12 83.33
Name Shares PPS
Koshinski Asset Management, Inc. 473 67.65
Acorn Financial Advisory Services Inc /adv 3,284 68.82
Exane Derivatives 7
Gradient Investments LLC 122 65.57
Sargent Bickham Lagudis LLC 300 70.00
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 70,471 58.38 78,447 68.65
Evanson Asset Management, LLC 68,908 58.38 70,584 68.64
Ritholtz Wealth Management 52,469 58.38 54,048 68.64
Kathleen S. Wright Associates Inc. 39,324 58.39 39,641 68.64
Private Advisor Group, LLC 25,341 58.36 23,067 68.63
Cambridge Investment Research Advisors, Inc. 13,888 58.40 13,029 68.62
Miracle Mile Advisors, LLC 7,664 58.32 7,460 68.63
Castle Rock Wealth Management, LLC 6,300 57.94 7,900 67.34
Joel Isaacson & Co., LLC 5,906 58.42 5,906 67.22
Raymond James Trust N.a. 3,838 58.36 2,970 68.69
Calton & Associates, Inc. 3,794 58.25 4,291 68.52
Tsfg, Llc 254 59.06 254 66.93
Cordasco Financial Network 66 60.61 66 75.76
Newbridge Financial Services Group, Inc. 52 57.69 51 58.82
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 2,274 25,341 58.36 23,067 68.63 9.86
Raymond James Trust N.a. 868 3,838 58.36 2,970 68.69 29.23
Cambridge Investment Research Advisors, Inc. 859 13,888 58.40 13,029 68.62 6.59
Miracle Mile Advisors, LLC 204 7,664 58.32 7,460 68.63 2.73
Newbridge Financial Services Group, Inc. 1 52 57.69 51 58.82 1.96
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 7,976 70,471 58.38 78,447 68.65 -10.17
Evanson Asset Management, LLC 1,676 68,908 58.38 70,584 68.64 -2.37
Castle Rock Wealth Management, LLC 1,600 6,300 57.94 7,900 67.34 -20.25
Ritholtz Wealth Management 1,579 52,469 58.38 54,048 68.64 -2.92
Calton & Associates, Inc. 497 3,794 58.25 4,291 68.52 -11.58
Kathleen S. Wright Associates Inc. 317 39,324 58.39 39,641 68.64 -0.80
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