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	101	74.00	74.20	74.14
Previous Quarter	110	74.00	74.21	74.25

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	33	2	0	0	1
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	2	2	0	0	1
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
Jane Street Group, Llc	130,109	74.21
Sepio Capital, LP	68,168	74.21
Morgan Stanley	66,489	74.21
Bank Of America Corp /de/	47,477	74.20
Citadel Advisors Llc	43,243	74.21
Royal Bank Of Canada	42,212	74.20
Old Mission Capital Llc	21,432	74.19
Wells Fargo & Company/mn	21,213	74.20
Equitable Holdings, Inc.	20,865	74.19
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA	18,600	74.19
Smithfield Trust Co	18,060	74.31
Millburn Ridgefield Corp	16,258	74.24
MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A	16,239	74.20
Catalyst Capital Advisors LLC	16,239	74.20
Ifrah Financial Services, Inc.	11,920	74.24
Stifel Financial Corp	11,079	74.19
LPL Financial LLC	11,003	74.25
Raymond James & Associates	10,846	74.22
Columbus Macro, LLC	10,841	74.16
Envestnet Asset Management Inc	10,372	74.24

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
Jane Street Group, Llc	130,109	74.21
Sepio Capital, LP	68,168	74.21
Morgan Stanley	66,489	74.21
Bank Of America Corp /de/	47,477	74.20
Citadel Advisors Llc	43,243	74.21
Royal Bank Of Canada	42,212	74.20
Old Mission Capital Llc	21,432	74.19
Wells Fargo & Company/mn	21,213	74.20
Equitable Holdings, Inc.	20,865	74.19
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA	18,600	74.19
Smithfield Trust Co	18,060	74.31
Millburn Ridgefield Corp	16,258	74.24
MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A	16,239	74.20
Catalyst Capital Advisors LLC	16,239	74.20
Ifrah Financial Services, Inc.	11,920	74.24
Stifel Financial Corp	11,079	74.19
LPL Financial LLC	11,003	74.25
Raymond James & Associates	10,846	74.22
Columbus Macro, LLC	10,841	74.16
Envestnet Asset Management Inc	10,372	74.24

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 33 Institutes closed out their positions

Name	Shares	PPS
Peak Financial Advisors Llc	4,138	74.19
Koshinski Asset Management, Inc.	600	75.00
IFP Advisors, Inc	147	74.83
Carroll Financial Associates, Inc.	100	70.00
Zacks Investment Management
Advisory Services Network, LLC
Creative Planning
NEXT Financial Group, Inc
Assetmark, Inc
GWM Advisors LLC
Tower Research Capital LLC (TRC)
Ironwood Financial, llc
Proequities, Inc.
Ameriprise Financial Inc
Northern Trust Corp
Pettinga Financial Advisors, LLC
Danda Trouve Investment Management, Inc.
King Luther Capital Management Corp
Ford Financial Group, LLC
Hilltop Holdings Inc.
CX Institutional
Stratos Wealth Advisors, LLC
Amplius Wealth Advisors, LLC
Millennium Management Llc
Advanced Research Investment Solutions, Llc
Blair William & Co/il
Flow Traders U.s. Llc
Agf Investments Inc.
BCJ Capital Management, LLC
Vista Finance, Llc
James Investment Research Inc
Accuvest Global Advisors
Cambridge Investment Research Advisors, Inc.

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Contravisory Investment Management, Inc.	5,458	59.18	5,502	74.15
Sargent Bickham Lagudis LLC	185	59.46	185	75.68

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Contravisory Investment Management, Inc.	44	5,458	59.18	5,502	74.15	-0.80

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 2 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	600	75.00
Peak Financial Advisors Llc	4,138	74.19

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Contravisory Investment Management, Inc.	5,458	59.18	5,502	74.15
Sargent Bickham Lagudis LLC	185	59.46	185	75.68

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Contravisory Investment Management, Inc.	44	5,458	59.18	5,502	74.15	-0.80

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