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 68 36.00 15.18 15.69
Previous Quarter 75 338.00 15.18 19.53

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 0 26 2 0 0 0
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 0 2 2 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
Morgan Stanley 1,554,164 15.18
Wells Fargo & Company/mn 359,941 15.18
Truist Financial Corp 299,894 15.18
Royal Bank Of Canada 284,332 15.18
LPL Financial LLC 248,273 15.18
Raymond James Financial Services Advisors, Inc. 162,568 15.18
UBS Group AG 156,123 15.18
Advisor Group Holdings, Inc. 94,951 15.04
J.w. Cole Advisors, Inc. 84,500 15.18
Parametric Portfolio Associates Llc 84,035 15.18
Bank Of America Corp /de/ 76,537 15.17
Raymond James & Associates 73,589 15.18
Guggenheim Capital Llc 67,579 15.18
Avalon Advisors, Llc 44,908 15.19
Parisi Gray Wealth Management 42,156 15.18
Koshinski Asset Management, Inc. 37,238 0.03
Commonwealth Equity Services, Llc 34,488 15.16
Seacrest Wealth Management, Llc 28,845 15.18
Raymond James Trust N.a. 23,802 13.86
Janney Montgomery Scott LLC 23,511 15.18

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 1,554,164 15.18
Wells Fargo & Company/mn 359,941 15.18
Truist Financial Corp 299,894 15.18
Royal Bank Of Canada 284,332 15.18
LPL Financial LLC 248,273 15.18
Raymond James Financial Services Advisors, Inc. 162,568 15.18
UBS Group AG 156,123 15.18
Advisor Group Holdings, Inc. 94,951 15.04
J.w. Cole Advisors, Inc. 84,500 15.18
Parametric Portfolio Associates Llc 84,035 15.18
Bank Of America Corp /de/ 76,537 15.17
Raymond James & Associates 73,589 15.18
Guggenheim Capital Llc 67,579 15.18
Avalon Advisors, Llc 44,908 15.19
Parisi Gray Wealth Management 42,156 15.18
Koshinski Asset Management, Inc. 37,238 15.17
Commonwealth Equity Services, Llc 34,488 15.16
Seacrest Wealth Management, Llc 28,845 15.18
Mid Atlantic Financial Management Inc/adv 26,411 13.40
Raymond James Trust N.a. 23,802 15.17

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 26,411 13.40
Cambridge Investment Research Advisors, Inc. 11,014 15.16
Herold Advisors, Inc. 1,000 15180.00
Advisors Asset Management, Inc.
Clean Yield Group
Carroll Financial Associates, Inc.
Capital Analysts, Inc.
Harbour Investments, Inc.
GWM Advisors LLC
Cornerstone Advisors Inc
Bank Of Montreal /can/
Confluence Wealth Services, Inc.
Spire Wealth Management
AdvisorNet Financial, Inc
First Personal Financial Services
Greytown Advisors Inc.
Laidlaw Wealth Management LLC
Golden State Equity Partners
Jones Financial Companies Lllp
Assetmark, Inc
S. R. Schill & Associates
Advisory Services Network, LLC
Proequities, Inc.
Cwm, Llc
Fmr Llc
Private Advisor Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Koshinski Asset Management, Inc. 37,238 0.03 37,238 15.17
Raymond James Trust N.a. 23,802 13.86 23,802 15.17
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 11,014 15.16
Herold Advisors, Inc. 1,000 15180.00
Name Current Shares Current PPS Previous Shares Previous PPS
Koshinski Asset Management, Inc. 37,238 0.03 37,238 15.17
Raymond James Trust N.a. 23,802 13.86 23,802 15.17
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