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	178	140.00	64.56	61.85
Previous Quarter	188	140.00	64.56	62.91

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	2	30	16	0	8	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	0	1	14	0	7	3
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
Bank Of America Corp /de/	1,286,900	64.56
Morgan Stanley	579,536	64.56
Connecticut Wealth Management, LLC	539,572	57.91
LPL Financial LLC	414,724	64.56
Wells Fargo & Company/mn	381,214	64.56
CFS Investment Advisory Services, LLC	364,893	0.02
626 Financial, LLC	309,238	57.89
Pinnacle Financial Group, LLC / IL	252,796	64.56
HighTower Advisors, LLC	194,798	64.55
Cetera Advisor Networks LLC	176,483	64.56
UBS Group AG	108,116	64.56
Ameriprise Financial Inc	107,148	64.64
Melone Private Wealth, LLC	100,550	58.61
JD Financial Services Inc.	77,649	64.74
Kestra Advisory Services, LLC	77,383	64.56
Arrow Investment Advisors, LLC	76,330	64.56
AE Wealth Management LLC	75,774	64.56
Susquehanna International Group, Llp	73,165	64.57
DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES	71,622	61.48
Veritable, L.P.	69,933	64.56

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
Bank Of America Corp /de/	1,286,900	64.56
Morgan Stanley	579,536	64.56
Connecticut Wealth Management, LLC	542,542	64.56
LPL Financial LLC	414,724	64.56
Wells Fargo & Company/mn	381,214	64.56
CFS Investment Advisory Services, LLC	364,893	0.02
626 Financial, LLC	303,843	64.56
Pinnacle Financial Group, LLC / IL	252,796	64.56
HighTower Advisors, LLC	194,798	64.55
Cetera Advisor Networks LLC	176,483	64.56
UBS Group AG	108,116	64.56
Ameriprise Financial Inc	107,148	64.64
Melone Private Wealth, LLC	99,549	63.40
JD Financial Services Inc.	77,649	64.74
Kestra Advisory Services, LLC	77,383	64.56
Arrow Investment Advisors, LLC	76,330	64.56
AE Wealth Management LLC	75,774	64.56
Susquehanna International Group, Llp	73,165	64.57
Veritable, L.P.	69,933	64.56
Cambridge Investment Research Advisors, Inc.	67,403	64.57

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES	71,622	61.48
DWAT - Arrow DWA Tactical ETF	4,708	61.38

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	13,000	1.08
Homrich & Berg	6,976	117.40
Arvest Bank Trust Division	5,811	117.36
Covenant Multifamily Offices, LLC	1,897	119.14
IFP Advisors, Inc	1,720	65.12
Vigilant Capital Management, LLC	773	64.68
Koshinski Asset Management, Inc.	81	61.73
Wealth Quarterback LLC	52
Barclays Plc
Truadvice, LLC
GPS Wealth Strategies Group, LLC
Motco
Camden Capital, LLC
Financial Planners of Cleveland, Inc.
Flow Traders U.s. Llc
Jacobi Capital Management LLC
Gerber Kawasaki Wealth & Investment Management
Covington Capital Management
Advisors Capital Management, LLC
Bingham Osborn & Scarborough Llc
Citadel Advisors Llc
Blue Barn Wealth, LLC
Harbour Investments, Inc.
Main Street Financial Solutions, LLC
Liberty Wealth Management Llc
Townsend Asset Management Corp /nc/ /adv
Samalin Investment Counsel, LLC
Sowell Financial Services LLC
CVA Family Office, LLC
Bank Of Montreal /can/

Recent Quarter 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Connecticut Wealth Management, LLC	539,572	57.91	542,542	64.56
626 Financial, LLC	309,238	57.89	303,843	64.56
Melone Private Wealth, LLC	100,550	58.61	99,549	63.40
Cambridge Investment Research Advisors, Inc.	66,065	57.91	67,403	64.57
My Legacy Advisors, LLC	27,354	58.31	9,056	64.60
Private Advisor Group, LLC	23,289	57.92	24,041	64.56
Cherrydale Wealth Management, Llc	17,344	57.89	17,213	64.54
HB Wealth Management, LLC	14,153	57.94	13,952	64.58
S.C. Financial Services, Inc.	11,254	57.93	5,011	64.66
Epiq Partners, Llc	6,500	57.85	6,600	64.55
Moseley Investment Management Inc	4,320	57.87	4,320	64.58
Tompkins Financial Corp	1,294	57.96	1,294	64.91
Cordasco Financial Network	480	58.33	480	64.58
Newbridge Financial Services Group, Inc.	455	57.14	437	64.07
Allworth Financial LP	284	56.34	284	63.38
Sound Income Strategies, LLC	154	58.44	60	66.67

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
My Legacy Advisors, LLC	18,298	27,354	58.31	9,056	64.60	202.05
S.C. Financial Services, Inc.	6,243	11,254	57.93	5,011	64.66	124.59
626 Financial, LLC	5,395	309,238	57.89	303,843	64.56	1.78
Melone Private Wealth, LLC	1,001	100,550	58.61	99,549	63.40	1.01
HB Wealth Management, LLC	201	14,153	57.94	13,952	64.58	1.44
Cherrydale Wealth Management, Llc	131	17,344	57.89	17,213	64.54	0.76
Sound Income Strategies, LLC	94	154	58.44	60	66.67	156.67
Newbridge Financial Services Group, Inc.	18	455	57.14	437	64.07	4.12

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Connecticut Wealth Management, LLC	2,970	539,572	57.91	542,542	64.56	-0.55
Cambridge Investment Research Advisors, Inc.	1,338	66,065	57.91	67,403	64.57	-1.99
Private Advisor Group, LLC	752	23,289	57.92	24,041	64.56	-3.13
Epiq Partners, Llc	100	6,500	57.85	6,600	64.55	-1.52

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 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	81	61.73

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Connecticut Wealth Management, LLC	539,572	57.91	542,542	64.56
626 Financial, LLC	309,238	57.89	303,843	64.56
Melone Private Wealth, LLC	100,550	58.61	99,549	63.40
Cambridge Investment Research Advisors, Inc.	66,065	57.91	67,403	64.57
My Legacy Advisors, LLC	27,354	58.31	9,056	64.60
Private Advisor Group, LLC	23,289	57.92	24,041	64.56
HB Wealth Management, LLC	14,153	57.94	13,952	64.58
S.C. Financial Services, Inc.	11,254	57.93	5,011	64.66
Moseley Investment Management Inc	4,320	57.87	4,320	64.58
Tompkins Financial Corp	1,294	57.96	1,294	64.91
Cordasco Financial Network	480	58.33	480	64.58
Newbridge Financial Services Group, Inc.	455	57.14	437	64.07
Allworth Financial LP	284	56.34	284	63.38
Sound Income Strategies, LLC	154	58.44	60	66.67

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
My Legacy Advisors, LLC	18,298	27,354	58.31	9,056	64.60	202.05
S.C. Financial Services, Inc.	6,243	11,254	57.93	5,011	64.66	124.59
626 Financial, LLC	5,395	309,238	57.89	303,843	64.56	1.78
Melone Private Wealth, LLC	1,001	100,550	58.61	99,549	63.40	1.01
HB Wealth Management, LLC	201	14,153	57.94	13,952	64.58	1.44
Sound Income Strategies, LLC	94	154	58.44	60	66.67	156.67
Newbridge Financial Services Group, Inc.	18	455	57.14	437	64.07	4.12

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Connecticut Wealth Management, LLC	2,970	539,572	57.91	542,542	64.56	-0.55
Cambridge Investment Research Advisors, Inc.	1,338	66,065	57.91	67,403	64.57	-1.99
Private Advisor Group, LLC	752	23,289	57.92	24,041	64.56	-3.13

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