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	150	47.00	47.96	47.60
Previous Quarter	160	48.00	47.96	47.88

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	36	11	0	3	6
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	10	0	3	6
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
UBS Group AG	1,094,545	47.96
Morgan Stanley	928,412	47.96
Bank Of America Corp /de/	635,301	47.96
Savant Capital, LLC	437,815	47.96
Raymond James Financial Services Advisors, Inc.	368,115	47.96
Linscomb & Williams, Inc.	361,384	47.96
LPL Financial LLC	278,855	47.96
3D/L Capital Management, LLC	251,883	47.96
Envestnet Asset Management Inc	217,629	47.96
Shore Point Advisors, LLC	211,501	47.96
Kathleen S. Wright Associates Inc.	174,219	41.12
Janney Montgomery Scott LLC	164,248	47.96
Royal Bank Of Canada	140,603	47.96
Empowered Funds, LLC	132,800	47.96
Cetera Advisors LLC	131,372	47.96
Commonwealth Equity Services, Llc	123,272	47.96
Forefront Analytics, LLC	112,173	47.97
Zurich Insurance Group Ltd/FI	111,785	47.96
Ameriprise Financial Inc	110,025	47.93
Smithbridge Asset Management Inc/de	102,675	47.96

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
UBS Group AG	1,094,545	47.96
Morgan Stanley	928,412	47.96
Bank Of America Corp /de/	635,301	47.96
Savant Capital, LLC	437,815	47.96
Raymond James Financial Services Advisors, Inc.	368,115	47.96
Linscomb & Williams, Inc.	361,384	47.96
Gradient Investments LLC	334,783	47.96
LPL Financial LLC	278,855	47.96
3D/L Capital Management, LLC	251,883	47.96
Envestnet Asset Management Inc	217,629	47.96
Shore Point Advisors, LLC	211,501	47.96
Kathleen S. Wright Associates Inc.	178,226	47.96
Janney Montgomery Scott LLC	164,248	47.96
Royal Bank Of Canada	140,603	47.96
Empowered Funds, LLC	132,800	47.96
Cetera Advisors LLC	131,372	47.96
Commonwealth Equity Services, Llc	123,272	47.96
Forefront Analytics, LLC	112,173	47.97
Zurich Insurance Group Ltd/FI	111,785	47.96
Ameriprise Financial Inc	110,025	47.93

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
Carroll Financial Associates, Inc.	5,266	51.46
Koshinski Asset Management, Inc.	2,082	48.03
IFP Advisors, Inc	1,922	52.03
Bbva Usa	1,030	48.54
Wolverine Trading, Llc
Strategic Blueprint, LLC
Flow Traders U.s. Llc
ExodusPoint Capital Management, LP
Level Four Advisory Services, Llc
Bank Of Montreal /can/
Hilltop Holdings Inc.
Klingman & Associates, LLC
Benedetti & Gucer, Inc.
Confluence Wealth Services, Inc.
Legacy Financial Group LLC
Eaton Vance Management
Proequities, Inc.
Signaturefd, Llc
Wolverine Trading, Llc
Epic Trust Investment Advisors, LLC
Simplex Trading, Llc
Golden State Wealth Management, LLC
Signet Financial Management, Llc
Chicago Capital, LLC
First Heartland Consultants, Inc.
Kowal Investment Group, LLC
Pacitti Group Inc.
Harvest Investment Services, LLC
Centaurus Financial, Inc.
Snowden Capital Advisors LLC
CoreCap Advisors, LLC
Citadel Advisors Llc
Barclays Plc
Qube Research & Technologies Ltd
Golden State Equity Partners
Barrett Asset Management, LLC

Recent Quarter 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Kathleen S. Wright Associates Inc.	174,219	41.12	178,226	47.96
Global Retirement Partners, LLC	29,348	41.13	29,332	42.96
Cambridge Investment Research Advisors, Inc.	25,392	41.12	25,857	47.96
ACG Wealth	22,322	41.13	22,849	47.97
Private Advisor Group, LLC	21,126	41.13	19,883	47.98
Flagship Harbor Advisors, Llc	13,688	41.13	13,726	47.94
S.A. Mason LLC	12,735	41.15	12,735	47.98
Kmg Fiduciary Partners, Llc	8,692	41.07	8,672	47.97
Lvm Capital Management Ltd/mi	5,895	41.05	5,895	48.01
Wilson & Boucher Capital Management, LLC	5,400	41.11	5,400	47.96
Gradient Investments LLC	75	40.00	334,783	47.96

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	1,243	21,126	41.13	19,883	47.98	6.25
Kmg Fiduciary Partners, Llc	20	8,692	41.07	8,672	47.97	0.23
Global Retirement Partners, LLC	16	29,348	41.13	29,332	42.96	0.05

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Gradient Investments LLC	334,708	75	40.00	334,783	47.96	-99.98
Kathleen S. Wright Associates Inc.	4,007	174,219	41.12	178,226	47.96	-2.25
Arkadios Wealth Advisors	1,404	5,953		7,357		-19.08
ACG Wealth	527	22,322	41.13	22,849	47.97	-2.31
Cambridge Investment Research Advisors, Inc.	465	25,392	41.12	25,857	47.96	-1.80
Flagship Harbor Advisors, Llc	38	13,688	41.13	13,726	47.94	-0.28

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	0

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.	2,082	48.03

Past Week 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Kathleen S. Wright Associates Inc.	174,219	41.12	178,226	47.96
Global Retirement Partners, LLC	29,348	41.13	29,332	42.96
Cambridge Investment Research Advisors, Inc.	25,392	41.12	25,857	47.96
ACG Wealth	22,322	41.13	22,849	47.97
Private Advisor Group, LLC	21,126	41.13	19,883	47.98
Flagship Harbor Advisors, Llc	13,688	41.13	13,726	47.94
Kmg Fiduciary Partners, Llc	8,692	41.07	8,672	47.97
Lvm Capital Management Ltd/mi	5,895	41.05	5,895	48.01
Wilson & Boucher Capital Management, LLC	5,400	41.11	5,400	47.96
Gradient Investments LLC	75	40.00	334,783	47.96

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	1,243	21,126	41.13	19,883	47.98	6.25
Kmg Fiduciary Partners, Llc	20	8,692	41.07	8,672	47.97	0.23
Global Retirement Partners, LLC	16	29,348	41.13	29,332	42.96	0.05

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Gradient Investments LLC	334,708	75	40.00	334,783	47.96	-99.98
Kathleen S. Wright Associates Inc.	4,007	174,219	41.12	178,226	47.96	-2.25
Arkadios Wealth Advisors	1,404	5,953		7,357		-19.08
ACG Wealth	527	22,322	41.13	22,849	47.97	-2.31
Cambridge Investment Research Advisors, Inc.	465	25,392	41.12	25,857	47.96	-1.80
Flagship Harbor Advisors, Llc	38	13,688	41.13	13,726	47.94	-0.28

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