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 | 833 | 94.00 | 96.27 | 83.39 |
| Previous Quarter | 861 | 230.00 | 96.27 | 84.12 |
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 | 152 | 75 | 4 | 28 | 37 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 1 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 1 | 5 | 62 | 4 | 27 | 30 |
| 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 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 | 4,002,453 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 4,002,453 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Envestnet Asset Management Inc | 14,783,029 | 96.27 |
| CFS Investment Advisory Services, LLC | 12,608,674 | 0.01 |
| Jones Financial Companies Lllp | 7,384,518 | 96.17 |
| Bank Of America Corp /de/ | 4,958,192 | 96.27 |
| Morgan Stanley | 3,895,085 | 96.27 |
| LPL Financial LLC | 3,278,176 | 96.27 |
| BlackRock Inc. | 2,222,945 | 96.27 |
| Wells Fargo & Company/mn | 1,840,540 | 96.27 |
| Fmr Llc | 1,654,453 | 96.27 |
| Advisor Group Holdings, Inc. | 1,481,324 | 94.19 |
| Park Avenue Securities Llc | 1,476,465 | 96.27 |
| Pnc Financial Services Group, Inc. | 1,306,630 | 96.27 |
| Us Bancorp \de\ | 1,253,794 | 96.27 |
| 55i, Llc | 1,208,523 | 96.27 |
| Jpmorgan Chase & Co | 1,042,032 | 96.27 |
| Cwm, Llc | 964,958 | 96.27 |
| Janney Montgomery Scott LLC | 947,600 | 96.27 |
| Ameriprise Financial Inc | 929,423 | 96.55 |
| AE Wealth Management LLC | 888,202 | 96.27 |
| Bank of New York Mellon Corp | 817,871 | 96.27 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Envestnet Asset Management Inc | 14,783,029 | 96.27 |
| CFS Investment Advisory Services, LLC | 12,608,674 | 0.01 |
| Jones Financial Companies Lllp | 7,384,518 | 96.17 |
| Bank Of America Corp /de/ | 4,958,192 | 96.27 |
| Morgan Stanley | 3,895,085 | 96.27 |
| LPL Financial LLC | 3,278,176 | 96.27 |
| BlackRock Inc. | 2,222,945 | 96.27 |
| Wells Fargo & Company/mn | 1,840,540 | 96.27 |
| Fmr Llc | 1,654,453 | 96.27 |
| Advisor Group Holdings, Inc. | 1,481,324 | 94.19 |
| Park Avenue Securities Llc | 1,476,465 | 96.27 |
| Pnc Financial Services Group, Inc. | 1,306,630 | 96.27 |
| Us Bancorp \de\ | 1,253,794 | 96.27 |
| 55i, Llc | 1,208,523 | 96.27 |
| Jpmorgan Chase & Co | 1,042,032 | 96.27 |
| Cwm, Llc | 964,958 | 96.27 |
| Janney Montgomery Scott LLC | 947,600 | 96.27 |
| Ameriprise Financial Inc | 929,423 | 96.55 |
| AE Wealth Management LLC | 888,202 | 96.27 |
| Bank of New York Mellon Corp | 817,871 | 96.27 |
| Name | Shares | PPS |
|---|---|---|
| BT Wealth Management LLC | 5,016 | 79.94 |
| Budros, Ruhlin & Roe, Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class | 770,138 | 106.47 |
| Managed Account Services Inc | 63,065 | 106.48 |
| Susquehanna International Group, Llp | 42,828 | 96.27 |
| Ameritas Investment Corp | 37,271 | 0.11 |
| Mid Atlantic Financial Management Inc/adv | 33,701 | 106.47 |
| Cascadia Advisory Services, LLC | 24,349 | 106.45 |
| IFP Advisors, Inc | 19,839 | 110.24 |
| Paladin Advisory Group, LLC | 19,033 | 96.94 |
| Strategy Asset Managers Llc | 12,339 | 96.28 |
| Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class | 10,224 | 106.51 |
| Heritage Wealth Management, Llc | 8,198 | 106.49 |
| Rinet Co LLC | 7,785 | 106.49 |
| Carroll Financial Associates, Inc. | 5,755 | 110.69 |
| Cherrydale Wealth Management, Llc | 4,633 | 96.27 |
| Homrich & Berg | 3,798 | 106.37 |
| Parallel Advisors, LLC | 2,887 | 98.03 |
| My Personal CFO, LLC | 2,447 | 96.44 |
| RDA Financial Network | 2,209 | 96.42 |
| Investmark Advisory Group LLC | 162 | 104.94 |
| Herold Advisors, Inc. | 150 | 96266.67 |
| Advocacy Wealth Management Services, LLC | 104 | 96.15 |
| Bbva Usa | 72 | 111.11 |
| Wealth Quarterback LLC | 10 | |
| Budros, Ruhlin & Roe, Inc. | ||
| Litman Gregory Asset Management LLC | ||
| Smith Shellnut Wilson Llc /adv | ||
| AllSquare Wealth Management LLC | ||
| Kerntke Otto McGlone Wealth Management Group | ||
| Fundamentun, Llc | ||
| Polaris Wealth Advisory Group, LLC | ||
| Meeder Asset Management Inc | ||
| tru Independence LLC | ||
| Piscataqua Savings Bank | ||
| Atwood & Palmer Inc | ||
| Merriman Wealth Management, LLC | ||
| Archer Investment Corp | ||
| Prosperity Planning, Inc. | ||
| StoneX Group Inc. | ||
| Summit Asset Management, LLC | ||
| We Are One Seven, LLC | ||
| Oppenheimer Asset Management Inc. | ||
| Huntington National Bank | ||
| Cliftonlarsonallen Wealth Advisors, Llc | ||
| John W. Brooker & Co., CPAs | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Barrett Asset Management, LLC | ||
| Phoenix Wealth Advisors | ||
| Regions Financial Corp | ||
| Advisor Resource Council | ||
| Lehman & Derafelo Financial Resources LLC | ||
| Sunbelt Securities, Inc. | ||
| Chilton Capital Management Llc | ||
| Trilogy Capital Inc. | ||
| Thrive Capital Management, LLC | ||
| MBA Advisors LLC | ||
| Oxinas Partners Wealth Management LLC | ||
| Ntv Asset Management Llc | ||
| Eqis Capital Management, Inc. | ||
| Personal Wealth Partners | ||
| Kaizen Financial Strategies | ||
| Bank Of The West | ||
| Deutsche Bank Ag\ | ||
| Lake Point Wealth Management | ||
| Heritage Wealth Advisors | ||
| Burt Wealth Advisors | ||
| Insight Wealth Strategies, LLC | ||
| Level Financial Advisors, Inc. | ||
| Castle Rock Wealth Management, LLC | ||
| Sowell Financial Services LLC | ||
| MKT Advisors LLC | ||
| Confluence Wealth Services, Inc. | ||
| Acorn Financial Advisory Services Inc /adv | ||
| Motco | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Ccg Wealth Management, Llc | ||
| Retirement Group, LLC | ||
| CX Institutional | ||
| Cookson Peirce & Co Inc | ||
| Shore Point Advisors, LLC | ||
| Barclays Plc | ||
| Crown Wealth Group, LLC | ||
| Jacobi Capital Management LLC | ||
| Total Clarity Wealth Management, Inc. | ||
| Navalign, LLC | ||
| Cordant, Inc. | ||
| Keybank National Association/oh | ||
| Scotia Capital Inc. | ||
| Karpus Management, Inc. | ||
| WNY Asset Management, LLC | ||
| Mutual Of America Capital Management Llc | ||
| Evermay Wealth Management Llc | ||
| Meridian Wealth Partners, LLC | ||
| Marcum Wealth, LLC | ||
| Kalos Management, Inc. | ||
| Better Money Decisions, LLC | ||
| Opal Wealth Advisors, LLC | ||
| Gofen & Glossberg Llc /il/ | ||
| Level Four Advisory Services, Llc | ||
| Journey Strategic Wealth Llc | ||
| Mcdonald Partners Llc | ||
| Simplicity Wealth,LLC | ||
| Courier Capital Llc | ||
| Principal Financial Group Inc | ||
| Capital Directions Investment Advisors, LLC | ||
| Detalus Advisors, LLC | ||
| Alhambra Investment Partners LLC | ||
| Moneywise, Inc. | ||
| Israel Discount Bank of New York | ||
| Autus Asset Management, LLC | ||
| Capital Asset Advisory Services LLC | ||
| Balentine LLC | ||
| Total Wealth Planning, Llc | ||
| Assetmark, Inc | ||
| Amplius Wealth Advisors, LLC | ||
| S.E.E.D. Planning Group LLC | ||
| Resource Management, LLC | ||
| Burke & Herbert Bank & Trust Co | ||
| Proffitt & Goodson Inc | ||
| Financial Engines Advisors L.L.C. | ||
| Garrett Investment Advisors LLC | ||
| SYM FINANCIAL Corp | ||
| Eaton Vance Management | ||
| Castleview Partners, Llc | ||
| Montag A & Associates Inc | ||
| Calton & Associates, Inc. | ||
| Signet Financial Management, Llc | ||
| PFG Advisors | ||
| Allegheny Financial Group LTD | ||
| Northstar Advisory Group, LLC | ||
| Outlook Wealth Advisors, LLC | ||
| Operose Advisors LLC | ||
| Relaxing Retirement Coach | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Alpha DNA Investment Management LLC | ||
| Neuberger Berman Group LLC | ||
| Beacon Financial Group | ||
| Sage Financial Group Inc | ||
| BHF RG Capital Inc. | ||
| Stringer Asset Management, Llc | ||
| Ade, Llc | ||
| F3Logic, LLC | ||
| Capital Planning LLC | ||
| Ausdal Financial Partners, Inc. | ||
| Horizon Financial Services, Llc | ||
| AlphaStar Capital Management, LLC | ||
| Rather & Kittrell, Inc. | ||
| Lakeview Capital Partners, LLC | ||
| Pennsylvania Capital Management Inc /adv | ||
| Edge Capital Group, LLC | ||
| CIBC World Markets Inc. | ||
| Cutler Group LP | ||
| Cornerstone Advisory, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Adviser Investments LLC | 541,894 | 80.49 | 572,875 | 96.27 |
| Dubuque Bank & Trust Co | 359,564 | 80.49 | 287,374 | 96.27 |
| Cambridge Investment Research Advisors, Inc. | 255,073 | 80.49 | 262,034 | 96.27 |
| Foundations Investment Advisors, LLC | 227,434 | 80.13 | 180,986 | 92.87 |
| Mountain Capital Investment Advisors, Inc | 145,363 | 81.23 | 148,517 | 93.37 |
| RGT Wealth Advisors, LLC | 97,521 | 80.49 | 32,790 | 96.28 |
| QAI - IQ Hedge Multi-Strategy Tracker ETF | 65,506 | 88.24 | 91,347 | 99.86 |
| HYA Advisors, Inc | 64,899 | 80.49 | 90,117 | 96.27 |
| Orion Portfolio Solutions, LLC | 53,779 | 80.50 | 37,261 | 96.27 |
| SOA Wealth Advisors, LLC. | 49,505 | 80.48 | 33,685 | 96.24 |
| Advisory Alpha, LLC | 47,621 | 80.49 | 44,412 | 96.28 |
| Omega Financial Group, LLC | 45,087 | 80.49 | 43,096 | 96.27 |
| MA Private Wealth | 40,143 | 80.09 | 40,536 | 96.26 |
| Brookstone Capital Management | 39,410 | 81.15 | 41,556 | 93.37 |
| Revolve Wealth Partners, LLC | 36,748 | 80.49 | 41,814 | 96.26 |
| Transcend Wealth Collective, Llc | 35,215 | 80.48 | 37,259 | 96.27 |
| AdvisorNet Financial, Inc | 35,039 | 80.48 | 58,096 | 96.27 |
| Parkside Financial Bank & Trust | 34,702 | 80.49 | 30,443 | 96.25 |
| Spectrum Planning & Advisory Services Inc. | 31,691 | 80.50 | 32,256 | 96.26 |
| Private Advisor Group, LLC | 30,388 | 80.46 | 29,219 | 96.27 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BMS Financial Advisors, LLC | 59,000 | 110.29 | 33,393 | 96.28 |
| Carnegie Capital Asset Management, LLC | 26,261 | 107.27 | 25,615 | 96.27 |
| Arkadios Wealth Advisors | 11,843 | 0.08 | 0 | |
| First Heartland Consultants, Inc. | 4,447 | 80.28 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Cutler Group LP | 0 |
| 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 |
|---|---|---|---|---|
| Paladin Advisory Group, LLC | 2,140 | 16,893 | 19,033 | -11.24 |
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| BT Wealth Management LLC | 5,016 | 79.94 |
| Name | Shares | PPS |
|---|---|---|
| Strategy Asset Managers Llc | 12,339 | 96.28 |
| RDA Financial Network | 2,209 | 96.42 |
| Investmark Advisory Group LLC | 162 | 104.94 |
| Herold Advisors, Inc. | 150 | 96266.67 |
| Crown Wealth Group, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Adviser Investments LLC | 541,894 | 80.49 | 572,875 | 96.27 |
| Dubuque Bank & Trust Co | 359,564 | 80.49 | 287,374 | 96.27 |
| Cambridge Investment Research Advisors, Inc. | 255,073 | 80.49 | 262,034 | 96.27 |
| RGT Wealth Advisors, LLC | 97,521 | 80.49 | 32,790 | 96.28 |
| HYA Advisors, Inc | 64,899 | 80.49 | 90,117 | 96.27 |
| Orion Portfolio Solutions, LLC | 53,779 | 80.50 | 37,261 | 96.27 |
| SOA Wealth Advisors, LLC. | 49,505 | 80.48 | 33,685 | 96.24 |
| Advisory Alpha, LLC | 47,621 | 80.49 | 44,412 | 96.28 |
| Omega Financial Group, LLC | 45,087 | 80.49 | 43,096 | 96.27 |
| MA Private Wealth | 40,143 | 80.09 | 40,536 | 96.26 |
| Brookstone Capital Management | 39,410 | 81.15 | 41,556 | 93.37 |
| Revolve Wealth Partners, LLC | 36,748 | 80.49 | 41,814 | 96.26 |
| Transcend Wealth Collective, Llc | 35,215 | 80.48 | 37,259 | 96.27 |
| Parkside Financial Bank & Trust | 34,702 | 80.49 | 30,443 | 96.25 |
| Spectrum Planning & Advisory Services Inc. | 31,691 | 80.50 | 32,256 | 96.26 |
| Private Advisor Group, LLC | 30,388 | 80.46 | 29,219 | 96.27 |
| Rosenberg Matthew Hamilton | 25,503 | 80.62 | 24,975 | 96.26 |
| Mayflower Financial Advisors, LLC | 21,985 | 80.51 | 8,841 | 96.26 |
| Harbor Group, Inc. | 19,825 | 80.50 | 4,743 | 96.35 |
| McKinley Carter Wealth Services, Inc. | 17,102 | 80.52 | 20,135 | 96.25 |
| Midwest Heritage Bank, FSB | 15,102 | 80.52 | 18,350 | 96.29 |
| Mechanics Bank Trust Department | 14,528 | 80.47 | 22,019 | 96.28 |
| Strategic Asset Management, LLC | 14,051 | 80.49 | 14,099 | 96.25 |
| Affiance Financial, LLC | 13,299 | 80.46 | 13,416 | 96.30 |
| Global Retirement Partners, LLC | 12,560 | 80.49 | 9,562 | 86.07 |
| Cooper Financial Group | 11,847 | 80.53 | 11,969 | 96.25 |
| My Legacy Advisors, LLC | 9,231 | 79.84 | 2,801 | 96.39 |
| Schneider Downs Wealth Management Advisors, LP | 8,900 | 80.45 | 8,900 | 96.29 |
| Koshinski Asset Management, Inc. | 7,653 | 0.13 | 8,956 | 96.25 |
| S.C. Financial Services, Inc. | 7,427 | 80.52 | 9,899 | 96.27 |
| Raymond James Trust N.a. | 6,742 | 80.54 | 8,203 | 96.18 |
| Keystone Wealth Services, LLC | 6,569 | 80.53 | 29,224 | 96.26 |
| Dentgroup LLC | 5,679 | 80.47 | 2,768 | 96.46 |
| Birch Hill Investment Advisors LLC | 5,493 | 80.47 | 5,473 | 96.29 |
| ACG Wealth | 5,449 | 80.57 | 5,444 | 96.25 |
| Domani Wealth, LLC | 4,918 | 80.52 | 20,650 | 96.27 |
| Highland Capital Management, Llc | 4,478 | 80.39 | 4,470 | 96.20 |
| Sightline Wealth Advisors, LLC | 4,382 | 62.07 | 4,344 | 73.66 |
| Marino, Stram & Associates Llc | 3,876 | 80.50 | 3,966 | 96.32 |
| CVA Family Office, LLC | 3,874 | 80.54 | 4,212 | 96.15 |
| Vigilare Wealth Management | 3,738 | 80.52 | 3,723 | 96.16 |
| HB Wealth Management, LLC | 3,633 | 80.37 | 3,798 | 96.37 |
| Evanson Asset Management, LLC | 3,610 | 80.61 | 3,610 | 96.40 |
| M. Kraus & Co | 3,444 | 80.43 | 3,444 | 96.40 |
| West Coast Financial LLC | 3,175 | 80.63 | 5,787 | 96.25 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,975 | 80.34 | 15,226 | 96.28 |
| RHS Financial, LLC | 2,599 | 80.42 | 2,263 | 96.33 |
| Sound Income Strategies, LLC | 1,997 | 80.62 | 2,142 | 96.17 |
| Webster Bank, N. A. | 1,330 | 80.45 | 1,330 | 96.24 |
| Valley National Advisers Inc | 1,184 | 81.08 | 1,184 | 96.28 |
| Burleson & Company, LLC | 885 | 80.23 | 1,542 | 95.98 |
| RWM Asset Management, LLC | 869 | 80.55 | 1,246 | 96.31 |
| First Financial Corp /in/ | 840 | 80.95 | 1,303 | 95.93 |
| Mascoma Wealth Management LLC | 712 | 80.06 | 50 | 100.00 |
| Pinnacle Bancorp, Inc. | 710 | 80.28 | 710 | 95.77 |
| Newbridge Financial Services Group, Inc. | 667 | 80.96 | 708 | 96.05 |
| Gradient Investments LLC | 459 | 80.61 | 437 | 96.11 |
| Optimum Investment Advisors | 447 | 80.54 | 447 | 96.20 |
| Allworth Financial LP | 190 | 78.95 | 511 | 95.89 |
| FSC Wealth Advisors, LLC | 143 | 83.92 | 138 | 94.20 |
| Newton One Investments LLC | 40 | 75.00 | 40 | 100.00 |
| Pittenger & Anderson Inc | 26 | 76.92 | 26 | 115.38 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BMS Financial Advisors, LLC | 59,000 | 110.29 | 33,393 | 96.28 |
| Carnegie Capital Asset Management, LLC | 26,261 | 107.27 | 25,615 | 96.27 |
| Arkadios Wealth Advisors | 11,843 | 0.08 | 0 | |
| First Heartland Consultants, Inc. | 4,447 | 80.28 | 0 |
| 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 |
|---|