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 62 42.00 42.70 42.34
Previous Quarter 71 43.00 42.70 42.72

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 27 3 1 1 2
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 0 2 1 1 2
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/ 198,262 42.70
Jane Street Group, Llc 151,699 42.70
UBS Group AG 104,220 42.70
Essex LLC 81,806 42.70
Susquehanna International Group, Llp 64,457 42.70
Morgan Stanley 63,183 42.70
Commonwealth Equity Services, Llc 56,093 42.70
Royal Bank Of Canada 41,235 42.71
LPL Financial LLC 41,174 42.70
Advisor Group Holdings, Inc. 33,167 42.51
Cambridge Investment Research Advisors, Inc. 30,549 33.23
Wells Fargo & Company/mn 26,768 42.70
Claybrook Capital, LLC 26,405 42.72
Cetera Advisors LLC 26,049 42.69
Lincoln National Corp 20,469 42.70
Stifel Financial Corp 13,672 42.72
Cetera Advisor Networks LLC 11,153 42.68
Rockefeller Capital Management L.P. 11,120 42.63
Kestra Advisory Services, LLC 9,437 42.70
Rossmore Private Capital 8,570

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/ 198,262 42.70
Jane Street Group, Llc 151,699 42.70
UBS Group AG 104,220 42.70
Essex LLC 81,806 42.70
Susquehanna International Group, Llp 64,457 42.70
Morgan Stanley 63,183 42.70
Commonwealth Equity Services, Llc 56,093 42.70
Royal Bank Of Canada 41,235 42.71
LPL Financial LLC 41,174 42.70
Advisor Group Holdings, Inc. 33,167 42.51
Private Advisor Group, LLC 28,638 42.71
Wells Fargo & Company/mn 26,768 42.70
Claybrook Capital, LLC 26,405 42.72
Cetera Advisors LLC 26,049 42.69
Lincoln National Corp 20,469 42.70
Stifel Financial Corp 13,672 42.72
Cetera Advisor Networks LLC 11,153 42.68
Rockefeller Capital Management L.P. 11,120 42.63
Kestra Advisory Services, LLC 9,437 42.70
Rossmore Private Capital 8,570

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Carroll Financial Associates, Inc. 4,605 48.64
IFP Advisors, Inc 702 48.43
AE Wealth Management LLC
FinTrust Capital Advisors, LLC
Ameriprise Financial Inc
Citigroup Inc
Anfield Capital Management, LLC
Advisory Services Network, LLC
Flagship Private Wealth, LLC
Citadel Advisors Llc
Steward Partners Investment Advisory, Llc
Proequities, Inc.
Flow Traders U.s. Llc
Eqis Capital Management, Inc.
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Simplex Trading, Llc
AlphaStar Capital Management, LLC
Natixis Advisors, L.p.
Fmr Llc
Levy Wealth Management Group, LLC
Capital One Financial Corp
Montag A & Associates Inc
Sofos Investments, Inc.
Centaurus Financial, Inc.
Kowal Investment Group, LLC
Stonebridge Financial Planning Group, LLC
Raymond James & Associates
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 6,488 33.29 28,638 42.71
Koshinski Asset Management, Inc. 6,422 6,562 42.67
AdvisorNet Financial, Inc 2,385 33.12 2,385 42.77
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 30,549 33.23 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 30,549 30,549 33.23 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 22,150 6,488 33.29 28,638 42.71 -77.34
Koshinski Asset Management, Inc. 140 6,422 6,562 42.67 -2.13
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
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 6,488 33.29 28,638 42.71
Koshinski Asset Management, Inc. 6,422 6,562 42.67
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 30,549 33.23 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 30,549 30,549 33.23 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 22,150 6,488 33.29 28,638 42.71 -77.34
Koshinski Asset Management, Inc. 140 6,422 6,562 42.67 -2.13
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