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 469 84.00 86.61 85.34
Previous Quarter 480 85.00 86.62 85.56

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 5 69 48 0 15 17
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 37 0 11 12
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 7,500 0.00 0.00 0 0.00 0.00
Previous Quarter 7,500 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 4,614,800 86.62
Bank Of America Corp /de/ 1,890,776 86.62
Jpmorgan Chase & Co 1,597,226 86.62
Envestnet Asset Management Inc 1,466,750 86.62
Ameriprise Financial Inc 898,280 86.62
Betterment LLC 627,743 86.62
UBS Group AG 611,802 86.62
FundX Investment Group, LLC 559,905 92.92
One Capital Management, LLC 525,489 86.62
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares 474,646 78.62
Bank of New York Mellon Corp 451,924 86.62
First Republic Investment Management, Inc. 433,399 86.62
Goldman Sachs Group Inc 400,125 86.62
LPL Financial LLC 302,593 86.62
Cerity Partners LLC 292,466 86.62
Advisor Group Holdings, Inc. 291,563 81.62
FUNDX - FundX Upgrader Fund 278,000 86.62
Win Advisors, Inc 254,829 86.62
Truist Financial Corp 252,524 86.62
Raymond James Financial Services Advisors, Inc. 246,841 86.62

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 4,614,800 86.62
Bank Of America Corp /de/ 1,890,776 86.62
Jpmorgan Chase & Co 1,597,226 86.62
Envestnet Asset Management Inc 1,466,750 86.62
Ameriprise Financial Inc 898,280 86.62
Betterment LLC 627,743 86.62
UBS Group AG 611,802 86.62
FundX Investment Group, LLC 559,905 92.92
One Capital Management, LLC 525,489 86.62
Bank of New York Mellon Corp 451,924 86.62
First Republic Investment Management, Inc. 433,399 86.62
Goldman Sachs Group Inc 400,125 86.62
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares 318,042 86.94
LPL Financial LLC 302,593 86.62
Cerity Partners LLC 292,466 86.62
Advisor Group Holdings, Inc. 291,563 81.62
FUNDX - FundX Upgrader Fund 278,000 86.62
Win Advisors, Inc 254,829 86.62
Truist Financial Corp 252,524 86.62
Raymond James Financial Services Advisors, Inc. 246,841 86.62

 

Recent Quarter Analysis

Name Shares PPS
Spectrum Planning & Advisory Services Inc. 3,657 71.92
Transcend Wealth Collective, Llc 3,524 71.79
Revolve Wealth Partners, LLC 2,992 71.86
KBC Group NV 1,414 76.38
ACG Wealth 1,141 71.87
Name Shares PPS
Ameritas Investment Corp 152,945 0.08
C-J Advisory, Inc. 99,109 83.20
Cardan Capital Partners, LLC 6,530 83.15
Cascadia Advisory Services, LLC 5,062 83.17
Harborview Advisors, LLC 4,630 83.15
Wilson & Boucher Capital Management, LLC 2,770 86.64
Karp Capital Management Corp 2,666 86.65
Prentice Wealth Management LLC 1,470 82.99
IFP Advisors, Inc 1,404 92.59
Baldrige Asset Management LLC 202 84.16
Parallel Advisors, LLC 50 80.00
Inscription Capital, LLC
D'Orazio & Associates, Inc.
Private Trust Co Na
Premier Asset Management Llc
Paradigm, Strategies in Wealth Management, LLC
Arkadios Wealth Advisors
Price T Rowe Associates Inc /md/
Livingston Group Asset Management CO (operating as Southport Capital Management)
Cooper Financial Group
Colonial River Wealth Management, LLC
Fulcrum Equity Management
TD Capital Management LLC
Confluence Wealth Services, Inc.
Beck Mack & Oliver Llc
Ridgecrest Wealth Partners, Llc
Barclays Plc
Prentiss Smith & Co Inc
GeoWealth Management, LLC
Oppenheimer & Co Inc
Firestone Capital Management
BlueCrest Capital Management Ltd
Flagship Private Wealth, LLC
Marquette Asset Management, LLC
tru Independence LLC
Huntington National Bank
Walkner Condon Financial Advisors LLC
SRIFX - FundX Sustainable Impact Fund
Regions Financial Corp
Archer Investment Corp
Strategic Blueprint, LLC
PFG Advisors
Ironwood Financial, llc
AlphaCore Capital LLC
Braun-Bostich & Associates Inc.
Mutual Advisors, LLC
Renaissance Technologies Llc
Atria Investments Llc
Golden State Equity Partners
M&t Bank Corp
Financial Services Advisory Inc
Appleton Group, Llc
Stockman Wealth Management, Inc.
Claudia M.p. Batlle, Crp (r) Llc
Dana Investment Advisors, Inc.
Hrt Financial Lp
Liberty Wealth Management Llc
Barometer Capital Management Inc.
Qube Research & Technologies Ltd
Ledyard National Bank
Aspire Wealth Management Corp
FDx Advisors, Inc.
Phoenix Wealth Advisors
TCI Wealth Advisors, Inc.
Weaver Consulting Group
Clarity Financial LLC
Eaton Vance Management
Chevy Chase Trust Holdings, Inc.
Seascape Capital Management
Name Current Shares Current PPS Previous Shares Previous PPS
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares 474,646 78.62 318,042 86.94
Gradient Investments LLC 135,872 71.90 152,638 86.62
Private Advisor Group, LLC 123,221 71.90 137,317 86.62
Mascoma Wealth Management LLC 102,253 71.90 102,278 86.62
Cambridge Investment Research Advisors, Inc. 72,626 71.90 63,892 86.61
SOA Wealth Advisors, LLC. 68,361 71.90 74,013 86.62
First Affirmative Financial Network 54,845 71.89 55,175 86.62
Miracle Mile Advisors, LLC 52,145 71.90 46,347 86.63
Brio Consultants, LLC 38,184 72.10 35,213 86.62
Arlington Financial Advisors, LLC 32,095 71.91 31,742 86.60
Brookstone Capital Management 31,278 74.17 40,020 83.53
Sargent Bickham Lagudis LLC 30,142 71.89 30,319 86.61
Bremer Bank National Association 25,300 71.90 24,645 86.59
Allworth Financial LP 22,276 71.92 23,991 86.62
Raymond James Trust N.a. 20,663 71.92 21,301 86.62
HB Wealth Management, LLC 19,200 71.88 19,200 86.61
Polaris Wealth Advisory Group, LLC 19,162 71.91 6,465 85.54
My Legacy Advisors, LLC 16,002 73.24 22,114 86.64
Wealth Management Partners, LLC 13,000 72.77 16,000 86.56
Enterprise Bank & Trust Co 12,740 71.90 13,115 86.62
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares 156,604 474,646 78.62 318,042 86.94 49.24
Polaris Wealth Advisory Group, LLC 12,697 19,162 71.91 6,465 85.54 196.40
Cambridge Investment Research Advisors, Inc. 8,734 72,626 71.90 63,892 86.61 13.67
Miracle Mile Advisors, LLC 5,798 52,145 71.90 46,347 86.63 12.51
Brio Consultants, LLC 2,971 38,184 72.10 35,213 86.62 8.44
Orion Portfolio Solutions, LLC 2,771 11,407 71.89 8,636 86.61 32.09
Dentgroup LLC 1,923 6,725 71.97 4,802 86.63 40.05
Massmutual Trust Co Fsb/adv 920 11,465 0.09 10,545 0.09 8.72
Bremer Bank National Association 655 25,300 71.90 24,645 86.59 2.66
Prism Advisors, Inc. 438 10,772 71.95 10,334 86.61 4.24
Boston Standard Wealth Management, LLC 425 10,673 72.43 10,248 86.65 4.15
Arlington Financial Advisors, LLC 353 32,095 71.91 31,742 86.60 1.11
AdvisorNet Financial, Inc 102 6,518 71.95 6,416 86.66 1.59
Pittenger & Anderson Inc 50 3,555 72.01 3,505 86.73 1.43
Parkside Advisors LLC 1 5,247 71.85 5,246 86.54 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 16,766 135,872 71.90 152,638 86.62 -10.98
Private Advisor Group, LLC 14,096 123,221 71.90 137,317 86.62 -10.27
Brookstone Capital Management 8,742 31,278 74.17 40,020 83.53 -21.84
My Legacy Advisors, LLC 6,112 16,002 73.24 22,114 86.64 -27.64
SOA Wealth Advisors, LLC. 5,652 68,361 71.90 74,013 86.62 -7.64
Wealth Management Partners, LLC 3,000 13,000 72.77 16,000 86.56 -18.75
Allworth Financial LP 1,715 22,276 71.92 23,991 86.62 -7.15
Old Port Advisors 701 5,634 72.77 6,335 86.82 -11.07
Raymond James Trust N.a. 638 20,663 71.92 21,301 86.62 -3.00
Enterprise Bank & Trust Co 375 12,740 71.90 13,115 86.62 -2.86
First Affirmative Financial Network 330 54,845 71.89 55,175 86.62 -0.60
Lowe Wealth Advisors, LLC 279 4,867 71.91 5,146 86.67 -5.42
Sargent Bickham Lagudis LLC 177 30,142 71.89 30,319 86.61 -0.58
Flagship Harbor Advisors, Llc 138 5,475 71.96 5,613 86.58 -2.46
Foundations Investment Advisors, LLC 118 5,185 73.10 5,303 82.78 -2.23
Mascoma Wealth Management LLC 25 102,253 71.90 102,278 86.62 -0.02
Crestwood Advisors Group LLC 15 4,819 71.80 4,834 86.68 -0.31
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
Spectrum Planning & Advisory Services Inc. 3,657 71.92
Transcend Wealth Collective, Llc 3,524 71.79
Revolve Wealth Partners, LLC 2,992 71.86
ACG Wealth 1,141 71.87
Name Shares PPS
Karp Capital Management Corp 2,666 86.65
Wilson & Boucher Capital Management, LLC 2,770 86.64
Baldrige Asset Management LLC 202 84.16
Name Current Shares Current PPS Previous Shares Previous PPS
Gradient Investments LLC 135,872 71.90 152,638 86.62
Private Advisor Group, LLC 123,221 71.90 137,317 86.62
Mascoma Wealth Management LLC 102,253 71.90 102,278 86.62
Cambridge Investment Research Advisors, Inc. 72,626 71.90 63,892 86.61
SOA Wealth Advisors, LLC. 68,361 71.90 74,013 86.62
First Affirmative Financial Network 54,845 71.89 55,175 86.62
Miracle Mile Advisors, LLC 52,145 71.90 46,347 86.63
Brio Consultants, LLC 38,184 72.10 35,213 86.62
Arlington Financial Advisors, LLC 32,095 71.91 31,742 86.60
Brookstone Capital Management 31,278 74.17 40,020 83.53
Sargent Bickham Lagudis LLC 30,142 71.89 30,319 86.61
Allworth Financial LP 22,276 71.92 23,991 86.62
Raymond James Trust N.a. 20,663 71.92 21,301 86.62
HB Wealth Management, LLC 19,200 71.88 19,200 86.61
Polaris Wealth Advisory Group, LLC 19,162 71.91 6,465 85.54
My Legacy Advisors, LLC 16,002 73.24 22,114 86.64
Wealth Management Partners, LLC 13,000 72.77 16,000 86.56
Orion Portfolio Solutions, LLC 11,407 71.89 8,636 86.61
Prism Advisors, Inc. 10,772 71.95 10,334 86.61
Boston Standard Wealth Management, LLC 10,673 72.43 10,248 86.65
Schneider Downs Wealth Management Advisors, LP 10,379 71.88 10,379 86.62
Pennsylvania Capital Management Inc /adv 7,834 71.87 7,834 86.67
Acropolis Investment Management, LLC 7,576 71.94 7,576 86.59
Dentgroup LLC 6,725 71.97 4,802 86.63
West Financial Advisors, LLC 6,450 71.94 6,450 86.67
VERITY Wealth Advisors 5,918 71.98 5,918 86.68
Flagship Harbor Advisors, Llc 5,475 71.96 5,613 86.58
Parkside Advisors LLC 5,247 71.85 5,246 86.54
Joel Isaacson & Co., LLC 4,464 71.91 4,464 82.66
BerganKDV Wealth Management, LLC 3,813 71.86 3,813 86.55
Pittenger & Anderson Inc 3,555 72.01 3,505 86.73
Burns J W & Co Inc/ny 3,044 71.94 3,044 86.73
Sugarloaf Wealth Management, LLC 2,415 72.05 2,415 86.54
Affiance Financial, LLC 1,866 71.81 1,866 86.82
Global Retirement Partners, LLC 1,091 71.49 1,091 74.24
Financial Management Professionals, Inc. 207 72.46 207 86.96
Newbridge Financial Services Group, Inc. 34 58.82 34 88.24
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Polaris Wealth Advisory Group, LLC 12,697 19,162 71.91 6,465 85.54 196.40
Cambridge Investment Research Advisors, Inc. 8,734 72,626 71.90 63,892 86.61 13.67
Miracle Mile Advisors, LLC 5,798 52,145 71.90 46,347 86.63 12.51
Brio Consultants, LLC 2,971 38,184 72.10 35,213 86.62 8.44
Orion Portfolio Solutions, LLC 2,771 11,407 71.89 8,636 86.61 32.09
Dentgroup LLC 1,923 6,725 71.97 4,802 86.63 40.05
Prism Advisors, Inc. 438 10,772 71.95 10,334 86.61 4.24
Boston Standard Wealth Management, LLC 425 10,673 72.43 10,248 86.65 4.15
Arlington Financial Advisors, LLC 353 32,095 71.91 31,742 86.60 1.11
Pittenger & Anderson Inc 50 3,555 72.01 3,505 86.73 1.43
Parkside Advisors LLC 1 5,247 71.85 5,246 86.54 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 16,766 135,872 71.90 152,638 86.62 -10.98
Private Advisor Group, LLC 14,096 123,221 71.90 137,317 86.62 -10.27
Brookstone Capital Management 8,742 31,278 74.17 40,020 83.53 -21.84
My Legacy Advisors, LLC 6,112 16,002 73.24 22,114 86.64 -27.64
SOA Wealth Advisors, LLC. 5,652 68,361 71.90 74,013 86.62 -7.64
Wealth Management Partners, LLC 3,000 13,000 72.77 16,000 86.56 -18.75
Allworth Financial LP 1,715 22,276 71.92 23,991 86.62 -7.15
Raymond James Trust N.a. 638 20,663 71.92 21,301 86.62 -3.00
First Affirmative Financial Network 330 54,845 71.89 55,175 86.62 -0.60
Sargent Bickham Lagudis LLC 177 30,142 71.89 30,319 86.61 -0.58
Flagship Harbor Advisors, Llc 138 5,475 71.96 5,613 86.58 -2.46
Mascoma Wealth Management LLC 25 102,253 71.90 102,278 86.62 -0.02
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