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 38.00 38.78 38.53
Previous Quarter 189 302.00 38.78 39.49

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 46 13 2 6 5
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 4 12 2 6 5
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 1,420,155 38.78
Bank Of America Corp /de/ 1,184,012 38.78
UBS Group AG 482,206 38.78
Wells Fargo & Company/mn 412,028 38.78
Assetmark, Inc 344,080 38.78
LPL Financial LLC 332,428 38.78
Merriman Wealth Management, LLC 306,450 38.78
Royal Bank Of Canada 292,601 38.78
Commonwealth Equity Services, Llc 254,515 38.78
INKM - SPDR SSGA Income Allocation ETF 245,853 38.78
Envestnet Asset Management Inc 173,978 38.78
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 167,434 38.78
MUFG Americas Holdings Corp 122,768 38.78
Raymond James & Associates 103,626 38.78
Coastline Trust Co 95,435 38.78
Beta Wealth Group, Inc. 88,039 38.78
Allen Capital Group, LLC 87,823 38.78
Stifel Financial Corp 81,120 38.78
Brandywine Oak Private Wealth Llc 70,432 38.77
GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 67,538 38.78

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 1,420,155 38.78
Bank Of America Corp /de/ 1,184,012 38.78
UBS Group AG 482,206 38.78
Wells Fargo & Company/mn 412,028 38.78
Assetmark, Inc 344,080 38.78
LPL Financial LLC 332,428 38.78
Merriman Wealth Management, LLC 306,450 38.78
Royal Bank Of Canada 292,601 38.78
Commonwealth Equity Services, Llc 254,515 38.78
INKM - SPDR SSGA Income Allocation ETF 245,853 38.78
Envestnet Asset Management Inc 173,978 38.78
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 167,434 38.78
MUFG Americas Holdings Corp 122,768 38.78
Raymond James & Associates 103,626 38.78
Coastline Trust Co 95,435 38.78
Beta Wealth Group, Inc. 88,039 38.78
Allen Capital Group, LLC 87,823 38.78
Stifel Financial Corp 81,120 38.78
Brandywine Oak Private Wealth Llc 70,432 38.77
GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 67,538 38.78

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Harborview Advisors, LLC 49,315 37.96
Moors & Cabot, Inc. 25,000 1.00
Raymond James Trust N.a. 9,765 38.81
Revolve Wealth Partners, LLC 5,217 38.72
IFP Advisors, Inc 758 38.26
Koshinski Asset Management, Inc. 630 38.10
Parallel Advisors, LLC 303 39.60
Herold Advisors, Inc. 200 38780.00
AdvisorNet Financial, Inc 50 40.00
Wealth Quarterback LLC 33
National Asset Management, Inc.
Signature Securities Group Corporation
Thompson Davis & Co., Inc.
Mutual Advisors, LLC
Goldman Sachs Group Inc
Truist Financial Corp
Telos Capital Management, Inc.
Susquehanna International Group, Llp
Eaton Vance Management
Baird Financial Group, Inc.
Marathon Capital Management
Toronto Dominion Bank
Community Bank, N.A.
Silver Lake Advisory, LLC
Harbour Investments, Inc.
Northern Oak Wealth Management Inc
Arkadios Wealth Advisors
Fsb Premier Wealth Management, Inc.
Citadel Advisors Llc
Confluence Wealth Services, Inc.
DCM Advisors, LLC
CX Institutional
Islay Capital Management, Llc
Bessemer Group Inc
Jacobi Capital Management LLC
Old Mission Capital Llc
Huntington National Bank
Allegheny Financial Group LTD
GoalVest Advisory LLC
CoreCap Advisors, LLC
Wealthcare Advisory Partners LLC
MCF Advisors LLC
Mount Lucas Management LP
Flagship Harbor Advisors, Llc
Rathbone Brothers plc
Crewe Advisors LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 43,966 34.30 41,041 38.79
Private Advisor Group, LLC 40,549 34.30 41,698 38.78
BKA Wealth Consulting, Inc. 25,995 34.31 25,216 38.78
McKinley Carter Wealth Services, Inc. 21,591 34.32 32,671 38.78
Conservest Capital Advisors, Inc. 10,573 34.33 10,568 38.80
McAdam, LLC 7,378 34.29 6,048 38.86
180 Wealth Advisors, Llc 7,359 34.52 7,959 38.57
Benchmark Wealth Management, LLC 6,211 34.29 6,211 38.80
Traverso Chambers Private Wealth Management, LLC 5,904 34.38 5,904 38.79
Peoples Financial Services Corp. 800 33.75 800 38.75
Parkside Financial Bank & Trust 686 34.99 682 38.12
Allworth Financial LP 445 33.71 685 39.42
Baldrige Asset Management LLC 217 32.26 217 36.87
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 1,505 34.55 5
Gradient Investments LLC 50 40.00 130 38.46
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 2,925 43,966 34.30 41,041 38.79 7.13
Global Retirement Partners, LLC 1,500 1,505 34.55 5 30000.00
McAdam, LLC 1,330 7,378 34.29 6,048 38.86 21.99
BKA Wealth Consulting, Inc. 779 25,995 34.31 25,216 38.78 3.09
Conservest Capital Advisors, Inc. 5 10,573 34.33 10,568 38.80 0.05
Parkside Financial Bank & Trust 4 686 34.99 682 38.12 0.59
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McKinley Carter Wealth Services, Inc. 11,080 21,591 34.32 32,671 38.78 -33.91
Private Advisor Group, LLC 1,149 40,549 34.30 41,698 38.78 -2.76
180 Wealth Advisors, Llc 600 7,359 34.52 7,959 38.57 -7.54
Allworth Financial LP 240 445 33.71 685 39.42 -35.04
Gradient Investments LLC 80 50 40.00 130 38.46 -61.54
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
Herold Advisors, Inc. 200 38780.00
Raymond James Trust N.a. 9,765 38.81
Revolve Wealth Partners, LLC 5,217 38.72
Koshinski Asset Management, Inc. 630 38.10
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 43,966 34.30 41,041 38.79
Private Advisor Group, LLC 40,549 34.30 41,698 38.78
BKA Wealth Consulting, Inc. 25,995 34.31 25,216 38.78
McKinley Carter Wealth Services, Inc. 21,591 34.32 32,671 38.78
Conservest Capital Advisors, Inc. 10,573 34.33 10,568 38.80
McAdam, LLC 7,378 34.29 6,048 38.86
180 Wealth Advisors, Llc 7,359 34.52 7,959 38.57
Benchmark Wealth Management, LLC 6,211 34.29 6,211 38.80
Traverso Chambers Private Wealth Management, LLC 5,904 34.38 5,904 38.79
Parkside Financial Bank & Trust 686 34.99 682 38.12
Allworth Financial LP 445 33.71 685 39.42
Baldrige Asset Management LLC 217 32.26 217 36.87
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 1,505 34.55 5
Gradient Investments LLC 50 40.00 130 38.46
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 2,925 43,966 34.30 41,041 38.79 7.13
Global Retirement Partners, LLC 1,500 1,505 34.55 5 30000.00
McAdam, LLC 1,330 7,378 34.29 6,048 38.86 21.99
BKA Wealth Consulting, Inc. 779 25,995 34.31 25,216 38.78 3.09
Conservest Capital Advisors, Inc. 5 10,573 34.33 10,568 38.80 0.05
Parkside Financial Bank & Trust 4 686 34.99 682 38.12 0.59
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McKinley Carter Wealth Services, Inc. 11,080 21,591 34.32 32,671 38.78 -33.91
Private Advisor Group, LLC 1,149 40,549 34.30 41,698 38.78 -2.76
180 Wealth Advisors, Llc 600 7,359 34.52 7,959 38.57 -7.54
Allworth Financial LP 240 445 33.71 685 39.42 -35.04
Gradient Investments LLC 80 50 40.00 130 38.46 -61.54
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