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 389 43.00 44.41 43.43
Previous Quarter 407 171.00 44.42 44.61

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 3 66 41 0 20 10
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 2 5 36 0 18 8
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
Morgan Stanley 3,574,730 44.42
Bank Of America Corp /de/ 3,053,452 44.42
Linscomb & Williams, Inc. 2,468,903 44.42
UBS Group AG 1,520,954 44.42
Ameriprise Financial Inc 1,423,977 44.42
Creative Planning 1,391,819 44.42
LPL Financial LLC 1,250,288 44.42
Financial Planning & Information Services, Inc. 1,018,940 44.42
Wells Fargo & Company/mn 821,895 44.42
Coldstream Capital Management Inc 765,579 44.42
Advisor Group Holdings, Inc. 761,672 18.98
Commonwealth Equity Services, Llc 660,176 44.42
AE Wealth Management LLC 653,219 44.42
Raymond James Financial Services Advisors, Inc. 647,945 44.42
Royal Bank Of Canada 567,074 44.42
Baird Financial Group, Inc. 531,851 44.42
United Capital Financial Advisers, Llc 508,762 44.42
Kestra Advisory Services, LLC 506,921 44.42
Envestnet Asset Management Inc 397,043 44.42
Keybank National Association/oh 395,103 44.42

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
Morgan Stanley 3,574,730 44.42
Bank Of America Corp /de/ 3,053,452 44.42
Linscomb & Williams, Inc. 2,468,903 44.42
UBS Group AG 1,520,954 44.42
Ameriprise Financial Inc 1,423,977 44.42
Creative Planning 1,391,819 44.42
LPL Financial LLC 1,250,288 44.42
Financial Planning & Information Services, Inc. 1,018,940 44.42
Wells Fargo & Company/mn 821,895 44.42
Coldstream Capital Management Inc 765,579 44.42
Advisor Group Holdings, Inc. 761,672 18.98
Commonwealth Equity Services, Llc 660,176 44.42
AE Wealth Management LLC 653,219 44.42
Raymond James Financial Services Advisors, Inc. 647,945 44.42
Royal Bank Of Canada 567,074 44.42
Baird Financial Group, Inc. 531,851 44.42
United Capital Financial Advisers, Llc 508,762 44.42
Kestra Advisory Services, LLC 506,921 44.42
Envestnet Asset Management Inc 397,043 44.42
Keybank National Association/oh 395,103 44.42

 

Recent Quarter Analysis

Name Shares PPS
EWG Elevate Inc. 70,773 38.98
Marshall & Sullivan Inc /wa/ 72 27.78
Cordasco Financial Network 30 33.33
Name Shares PPS
First Heartland Consultants, Inc. 186,250 44.42
Harborview Advisors, LLC 22,811 41.47
IFP Advisors, Inc 13,277 44.36
Newport Wealth Strategies, Inc. 8,595 41.42
Mid Atlantic Financial Management Inc/adv 6,742 41.38
Vigilare Wealth Management 5,716 44.44
Acorn Financial Advisory Services Inc /adv 5,003 44.57
Alhambra Investment Partners LLC 4,756 44.37
Bbva Usa 1,425 41.40
AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A 1,015 41.38
Herold Advisors, Inc. 750 44420.00
Sonora Investment Management, LLC 720 41.67
Berman Capital Advisors, LLC 390 41.03
Future Financial Wealth Managment LLC 22 45.45
Texas Capital Bank Wealth Management Services Inc
Kingsview Wealth Management, LLC
Old Mission Capital Llc
BlackRock Inc.
Lindbrook Capital, Llc
Signify Wealth
PRW Wealth Management LLC
Cassady Schiller Wealth Management, LLC
EPG Wealth Management LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Level Four Advisory Services, Llc
First Horizon Advisors, Inc.
Whittier Trust Co
Allegheny Financial Group LTD
Mystic Asset Management, Inc.
Inscription Capital, LLC
Viridian Ria, Llc
Private Wealth Advisors, LLC
Advisory Services Network, LLC
Goodwin Investment Advisory
Capital Investment Advisory Services, LLC
Citadel Advisors Llc
Lakeview Capital Partners, LLC
Townsquare Capital Llc
Total Clarity Wealth Management, Inc.
Tiaa, Fsb
Retirement Planning Co of New England, Inc.
Ironwood Financial, llc
Tower Research Capital LLC (TRC)
Wealthspire Advisors, LLC
Oakworth Capital, Inc.
CIBC World Markets Inc.
Old North State Trust, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Pacitti Group Inc.
Stonebridge Capital Advisors LLC
Signet Financial Management, Llc
Confluence Wealth Services, Inc.
Cornerstone Advisory, LLC
Clear Creek Financial Management, LLC
Meridian Wealth Management, LLC
Huntington National Bank
Change Path, LLC
Better Money Decisions, LLC
Two Sigma Securities, Llc
McKinley Carter Wealth Services, Inc.
SRS Capital Advisors, Inc.
Signature Securities Group Corporation
Barnett & Company, Inc.
Willner & Heller, Llc
Golden State Equity Partners
Running Point Capital Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 228,328 38.98 157,888 44.42
Melone Private Wealth, LLC 217,839 39.53 215,692 43.31
Private Advisor Group, LLC 173,672 38.98 160,024 44.42
Connecticut Wealth Management, LLC 168,451 38.98 173,509 44.42
Signature Estate & Investment Advisors Llc 150,434 38.98 150,949 44.42
EisnerAmper Wealth Management Corporate Benefits, LLC 119,888 38.98 118,610 44.42
Allworth Financial LP 115,494 38.98 126,658 44.43
Parsec Financial Management, Inc. 98,271 38.98 112,182 44.42
Cliftonlarsonallen Wealth Advisors, Llc 60,080 38.98 60,348 44.43
Alaska Permanent Capital Management 56,896 38.97 59,979 44.42
West Bancorporation Inc 54,757 38.97 53,363 44.41
Centennial Wealth Advisory LLC 45,932 38.97 50,972 44.42
Arkadios Wealth Advisors 36,899 0.03 38,190 0.05
IMS Capital Management 30,550 38.99 30,550 44.42
PCG Wealth Advisors, LLC 29,672 38.99 38,430 44.42
Bridge Advisory, LLC 28,923 39.21 23,253 44.42
Bft Financial Group, Llc 26,842 38.97 26,792 44.42
John W. Brooker & Co., CPAs 21,757 38.98 21,752 44.41
Raymond James Trust N.a. 20,293 38.98 20,293 44.40
Plimoth Trust Co Llc 18,616 39.00 18,601 44.46
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 70,440 228,328 38.98 157,888 44.42 44.61
Private Advisor Group, LLC 13,648 173,672 38.98 160,024 44.42 8.53
My Legacy Advisors, LLC 9,179 15,361 39.32 6,182 44.48 148.48
Bridge Advisory, LLC 5,670 28,923 39.21 23,253 44.42 24.38
Melone Private Wealth, LLC 2,147 217,839 39.53 215,692 43.31 1.00
West Bancorporation Inc 1,394 54,757 38.97 53,363 44.41 2.61
EisnerAmper Wealth Management Corporate Benefits, LLC 1,278 119,888 38.98 118,610 44.42 1.08
Marino, Stram & Associates Llc 1,103 17,331 39.01 16,228 44.43 6.80
Tsfg, Llc 750 801 38.70 51 39.22 1470.59
Global Retirement Partners, LLC 700 1,300 39.23 600 41.67 116.67
Calton & Associates, Inc. 567 6,481 38.88 5,914 44.30 9.59
Koshinski Asset Management, Inc. 315 8,048 7,733 44.48 4.07
Sargent Bickham Lagudis LLC 109 13,645 38.99 13,536 44.47 0.81
Evanson Asset Management, LLC 63 8,600 38.95 8,537 44.39 0.74
Newbridge Financial Services Group, Inc. 58 385 38.96 327 45.87 17.74
Bft Financial Group, Llc 50 26,842 38.97 26,792 44.42 0.19
Plimoth Trust Co Llc 15 18,616 39.00 18,601 44.46 0.08
SOA Wealth Advisors, LLC. 7 980 38.78 973 44.19 0.72
John W. Brooker & Co., CPAs 5 21,757 38.98 21,752 44.41 0.02
AdvisorNet Financial, Inc 2 163 36.81 161 43.48 1.24
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Parsec Financial Management, Inc. 13,911 98,271 38.98 112,182 44.42 -12.40
Allworth Financial LP 11,164 115,494 38.98 126,658 44.43 -8.81
PCG Wealth Advisors, LLC 8,758 29,672 38.99 38,430 44.42 -22.79
Connecticut Wealth Management, LLC 5,058 168,451 38.98 173,509 44.42 -2.92
Centennial Wealth Advisory LLC 5,040 45,932 38.97 50,972 44.42 -9.89
Alaska Permanent Capital Management 3,083 56,896 38.97 59,979 44.42 -5.14
Arkadios Wealth Advisors 1,291 36,899 0.03 38,190 0.05 -3.38
Signature Estate & Investment Advisors Llc 515 150,434 38.98 150,949 44.42 -0.34
Cliftonlarsonallen Wealth Advisors, Llc 268 60,080 38.98 60,348 44.43 -0.44
Flagship Harbor Advisors, Llc 145 11,356 39.01 11,501 44.43 -1.26
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
EWG Elevate Inc. 70,773 38.98
Cordasco Financial Network 30 33.33
Name Shares PPS
Herold Advisors, Inc. 750 44420.00
Vigilare Wealth Management 5,716 44.44
First Heartland Consultants, Inc. 186,250 44.42
Acorn Financial Advisory Services Inc /adv 5,003 44.57
Alhambra Investment Partners LLC 4,756 44.37
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 228,328 38.98 157,888 44.42
Melone Private Wealth, LLC 217,839 39.53 215,692 43.31
Private Advisor Group, LLC 173,672 38.98 160,024 44.42
Connecticut Wealth Management, LLC 168,451 38.98 173,509 44.42
Signature Estate & Investment Advisors Llc 150,434 38.98 150,949 44.42
Allworth Financial LP 115,494 38.98 126,658 44.43
Alaska Permanent Capital Management 56,896 38.97 59,979 44.42
West Bancorporation Inc 54,757 38.97 53,363 44.41
Centennial Wealth Advisory LLC 45,932 38.97 50,972 44.42
Arkadios Wealth Advisors 36,899 0.03 38,190 0.05
IMS Capital Management 30,550 38.99 30,550 44.42
PCG Wealth Advisors, LLC 29,672 38.99 38,430 44.42
Bridge Advisory, LLC 28,923 39.21 23,253 44.42
Bft Financial Group, Llc 26,842 38.97 26,792 44.42
John W. Brooker & Co., CPAs 21,757 38.98 21,752 44.41
Raymond James Trust N.a. 20,293 38.98 20,293 44.40
Plimoth Trust Co Llc 18,616 39.00 18,601 44.46
Marino, Stram & Associates Llc 17,331 39.01 16,228 44.43
My Legacy Advisors, LLC 15,361 39.32 6,182 44.48
Sargent Bickham Lagudis LLC 13,645 38.99 13,536 44.47
Arden Trust Co 12,082 38.90 12,082 44.45
Flagship Harbor Advisors, Llc 11,356 39.01 11,501 44.43
Evanson Asset Management, LLC 8,600 38.95 8,537 44.39
Capital Advisors Inc/ok 8,388 38.98 8,388 44.47
Koshinski Asset Management, Inc. 8,048 7,733 44.48
Calton & Associates, Inc. 6,481 38.88 5,914 44.30
RVW Wealth, LLC 5,953 38.97 5,953 44.35
First National Bank of South Miami 1,711 39.16 1,711 44.42
Global Retirement Partners, LLC 1,300 39.23 600 41.67
SOA Wealth Advisors, LLC. 980 38.78 973 44.19
Valley National Advisers Inc 930 39.78 930 44.09
Tsfg, Llc 801 38.70 51 39.22
Wolff Wiese Magana Llc 450 40.00 450 44.44
Newbridge Financial Services Group, Inc. 385 38.96 327 45.87
BerganKDV Wealth Management, LLC 344 37.79 344 43.60
Mascoma Wealth Management LLC 128 39.06 128 46.88
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 70,440 228,328 38.98 157,888 44.42 44.61
Private Advisor Group, LLC 13,648 173,672 38.98 160,024 44.42 8.53
My Legacy Advisors, LLC 9,179 15,361 39.32 6,182 44.48 148.48
Bridge Advisory, LLC 5,670 28,923 39.21 23,253 44.42 24.38
Melone Private Wealth, LLC 2,147 217,839 39.53 215,692 43.31 1.00
West Bancorporation Inc 1,394 54,757 38.97 53,363 44.41 2.61
Marino, Stram & Associates Llc 1,103 17,331 39.01 16,228 44.43 6.80
Tsfg, Llc 750 801 38.70 51 39.22 1470.59
Global Retirement Partners, LLC 700 1,300 39.23 600 41.67 116.67
Calton & Associates, Inc. 567 6,481 38.88 5,914 44.30 9.59
Koshinski Asset Management, Inc. 315 8,048 7,733 44.48 4.07
Sargent Bickham Lagudis LLC 109 13,645 38.99 13,536 44.47 0.81
Evanson Asset Management, LLC 63 8,600 38.95 8,537 44.39 0.74
Newbridge Financial Services Group, Inc. 58 385 38.96 327 45.87 17.74
Bft Financial Group, Llc 50 26,842 38.97 26,792 44.42 0.19
Plimoth Trust Co Llc 15 18,616 39.00 18,601 44.46 0.08
SOA Wealth Advisors, LLC. 7 980 38.78 973 44.19 0.72
John W. Brooker & Co., CPAs 5 21,757 38.98 21,752 44.41 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 11,164 115,494 38.98 126,658 44.43 -8.81
PCG Wealth Advisors, LLC 8,758 29,672 38.99 38,430 44.42 -22.79
Connecticut Wealth Management, LLC 5,058 168,451 38.98 173,509 44.42 -2.92
Centennial Wealth Advisory LLC 5,040 45,932 38.97 50,972 44.42 -9.89
Alaska Permanent Capital Management 3,083 56,896 38.97 59,979 44.42 -5.14
Arkadios Wealth Advisors 1,291 36,899 0.03 38,190 0.05 -3.38
Signature Estate & Investment Advisors Llc 515 150,434 38.98 150,949 44.42 -0.34
Flagship Harbor Advisors, Llc 145 11,356 39.01 11,501 44.43 -1.26
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