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 | 184 | 294.00 | 26.65 | 37.88 |
| Previous Quarter | 246 | 260.00 | 32.33 | 41.45 |
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 | 6 | 122 | 97 | 4 | 30 | 56 |
| 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 | 4 | 11 | 55 | 2 | 15 | 37 |
| 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 | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 0 | 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 |
|---|---|---|
| Morgan Stanley | 2,180,714 | 26.65 |
| Crestone Asset Management LLC | 782,328 | 26.65 |
| Jane Street Group, Llc | 454,005 | 26.65 |
| UBS Group AG | 391,035 | 26.65 |
| Northwestern Mutual Wealth Management Co | 299,382 | 26.65 |
| Commonwealth Equity Services, Llc | 219,591 | 26.65 |
| SOL Capital Management CO | 218,813 | 26.65 |
| LPL Financial LLC | 206,591 | 26.65 |
| Wells Fargo & Company/mn | 200,200 | 26.65 |
| Royal Bank Of Canada | 188,654 | 26.65 |
| Savior LLC | 169,772 | 26.65 |
| Old Mission Capital Llc | 166,273 | 26.65 |
| Stifel Financial Corp | 162,903 | 26.65 |
| First Republic Investment Management, Inc. | 151,029 | 26.65 |
| Advisor Group Holdings, Inc. | 108,330 | 26.65 |
| Gladstone Institutional Advisory LLC | 95,007 | 26.65 |
| Creative Financial Designs Inc /adv | 90,337 | 26.64 |
| Cambridge Investment Research Advisors, Inc. | 84,683 | 26.65 |
| SP Asset Management | 83,809 | 26.66 |
| Ameritas Advisory Services, LLC | 80,525 | 26.65 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 2,341,116 | 32.33 |
| Jane Street Group, Llc | 984,814 | 32.33 |
| Crestone Asset Management LLC | 803,116 | 32.33 |
| UBS Group AG | 418,429 | 32.33 |
| SP Asset Management | 356,692 | 32.33 |
| Northwestern Mutual Wealth Management Co | 332,046 | 32.33 |
| Wells Fargo & Company/mn | 258,164 | 32.33 |
| Royal Bank Of Canada | 240,512 | 32.33 |
| Ausdal Financial Partners, Inc. | 217,792 | 32.33 |
| LPL Financial LLC | 216,209 | 32.33 |
| Savior LLC | 205,667 | 32.33 |
| Stifel Financial Corp | 192,239 | 32.33 |
| Commonwealth Equity Services, Llc | 191,335 | 32.33 |
| SOL Capital Management CO | 190,826 | 32.33 |
| First Republic Investment Management, Inc. | 136,897 | 32.33 |
| Strategic Wealth Management Inc | 127,302 | 42.90 |
| Envestnet Asset Management Inc | 121,041 | 32.33 |
| Advisor Group Holdings, Inc. | 111,735 | 32.34 |
| J.w. Cole Advisors, Inc. | 103,017 | 32.33 |
| Gladstone Institutional Advisory LLC | 94,070 | 32.33 |
| Name | Shares | PPS |
|---|---|---|
| Greenwood Capital Associates Llc | 35,560 | 26.66 |
| Franklin Resources Inc | 15,053 | 26.64 |
| Mercer Global Advisors Inc /adv | 11,462 | 26.61 |
| Enzi Wealth | 11,145 | 27.10 |
| Fortress Wealth Management, Inc. | 9,961 | 26.60 |
| Coastal Investment Advisors, Inc. | 1,470 | 26.53 |
| Name | Shares | PPS |
|---|---|---|
| Ausdal Financial Partners, Inc. | 217,792 | 32.33 |
| Strategic Wealth Management Inc | 127,302 | 42.90 |
| Susquehanna International Group, Llp | 92,632 | 32.33 |
| Ferris Capital, Llc | 79,271 | 32.77 |
| Raymond James & Associates | 35,072 | 32.33 |
| Cetera Investment Advisers | 21,544 | 32.35 |
| Verity Asset Management, Inc. | 20,976 | 0.05 |
| Paradigm Financial Advisors, LLC | 20,395 | 42.90 |
| Pictet & Cie (Europe) SA | 14,851 | 32.32 |
| Curbstone Financial Management Corp | 13,550 | 32.32 |
| NexWave Capital Partners LLC | 12,600 | 42.94 |
| HCR Wealth Advisors | 9,415 | 32.29 |
| Equitable Holdings, Inc. | 8,521 | 32.27 |
| Baird Financial Group, Inc. | 8,218 | 32.37 |
| Merit Financial Group, LLC | 7,481 | 32.35 |
| Grace Capital | 7,150 | 42.94 |
| Stockman Wealth Management, Inc. | 6,790 | 32.40 |
| Wealthsource Partners, Llc | 6,529 | 32.32 |
| NEXT Financial Group, Inc | 3,373 | 42.99 |
| Simplex Trading, Llc | 2,767 | 32.16 |
| Us Bancorp \de\ | 2,067 | 32.41 |
| WLTH - LifeGoal Wealth Builder ETF | 637 | 36.11 |
| Pin Oak Investment Advisors Inc | 580 | 32.76 |
| Seacrest Wealth Management, Llc | 580 | 32.76 |
| Johnson Financial Group, Inc. | 399 | 32.58 |
| Barclays Plc | 350 | 42.86 |
| Professional Financial Advisors, LLC | 69 | 28.99 |
| Retirement Group, LLC | 20 | 50.00 |
| Plante Moran Financial Advisors, LLC | ||
| Archford Capital Strategies, LLC | ||
| Stegent Equity Advisors, Inc. | ||
| Deltec Asset Management Llc | ||
| Csenge Advisory Group | ||
| Altfest L J & Co Inc | ||
| 4J Wealth Management LLC | ||
| TCI Wealth Advisors, Inc. | ||
| High Note Wealth, LLC | ||
| Financial Advocates Investment Management | ||
| Advisory Alpha, LLC | ||
| Clean Yield Group | ||
| National Asset Management, Inc. | ||
| Perennial Investment Advisors, LLC | ||
| Change Path, LLC | ||
| Sigma Planning Corp | ||
| Stewardship Advisors, LLC | ||
| Cetera Advisors LLC | ||
| TMD Wealth Management, LLC | ||
| Anfield Capital Management, LLC | ||
| Candriam Luxembourg S.C.A. | ||
| Bridge Advisory, LLC | ||
| Sweet Financial Partners, LLC | ||
| DCM Advisors, LLC | ||
| Coho Partners, Ltd. | ||
| Sterneck Capital Management, LLC | ||
| Colonial Trust Advisors | ||
| D'Orazio & Associates, Inc. | ||
| Pacifica Partners Inc. | ||
| Joseph P. Lucia & Associates, LLC | ||
| Herold Advisors, Inc. | ||
| Atticus Wealth Management, Llc | ||
| Sageworth Trust Co | ||
| Larson Financial Group LLC | ||
| Koss-Olinger Consulting, LLC | ||
| Brown Advisory Inc | ||
| Greenwich Wealth Management LLC | ||
| Patron Partners Advisors, Llc | ||
| Parkside Financial Bank & Trust | ||
| Atria Investments Llc | ||
| Zions Bancorporation, N.A. | ||
| FDx Advisors, Inc. | ||
| Janney Montgomery Scott LLC | ||
| WASHINGTON TRUST Co | ||
| First Horizon Advisors, Inc. | ||
| Delos Wealth Advisors, LLC | ||
| American Institute for Advanced Investment Management, LLP | ||
| WealthCare Investment Partners, LLC | ||
| 1832 Asset Management L.P. | ||
| Optiver Holding B.V. | ||
| Ellevest, Inc. | ||
| Financial Architects, Inc | ||
| Carroll Investors, Inc | ||
| Freedman Financial Associates, Inc. | ||
| Wunderlich Securities, Inc. | ||
| Money Concepts Capital Corp | ||
| Flow Traders U.s. Llc | ||
| Allworth Financial LP | ||
| Retirement Planning Co of New England, Inc. | ||
| Resources Investment Advisors, LLC. | ||
| Consolidated Planning Corp | ||
| Colony Group Llc | ||
| Kalos Management, Inc. | ||
| Penserra Capital Management LLC | ||
| Smithbridge Asset Management Inc/de | ||
| Close Asset Management Ltd | ||
| Prudential Financial Inc | ||
| AlphaStar Capital Management, LLC | ||
| Global Trust Asset Management, LLC | ||
| Blue Bell Private Wealth Management, Llc | ||
| Belvedere Trading LLC | ||
| Yarbrough Capital, LLC | ||
| Centerpoint Advisors, LLC | ||
| Trustcore Financial Services, Llc | ||
| Flaharty Asset Management, LLC | ||
| Wintrust Investments Llc | ||
| Visionary Wealth Advisors | ||
| Strategic Blueprint, LLC | ||
| Retirement Planning Group | ||
| Fort Point Capital Partners LLC | ||
| LVZ Advisors, Inc. | ||
| Orion Portfolio Solutions, LLC | ||
| Brinker Capital Investments, LLC | ||
| Cahill Financial Advisors Inc | ||
| Betterment LLC | ||
| RE Dickinson Investment Advisors, LLC | ||
| Golden State Wealth Management, LLC | ||
| MayTech Global Investments, LLC | ||
| Macroview Investment Management Llc | ||
| Koshinski Asset Management, Inc. | ||
| Belvedere Trading LLC | ||
| Prospera Financial Services Inc | ||
| SOUTH STATE Corp | ||
| Benjamin F. Edwards & Company, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Morgan Stanley | 2,180,714 | 26.65 | 2,341,116 | 32.33 |
| Crestone Asset Management LLC | 782,328 | 26.65 | 803,116 | 32.33 |
| Jane Street Group, Llc | 454,005 | 26.65 | 984,814 | 32.33 |
| UBS Group AG | 391,035 | 26.65 | 418,429 | 32.33 |
| Northwestern Mutual Wealth Management Co | 299,382 | 26.65 | 332,046 | 32.33 |
| Commonwealth Equity Services, Llc | 219,591 | 26.65 | 191,335 | 32.33 |
| SOL Capital Management CO | 218,813 | 26.65 | 190,826 | 32.33 |
| LPL Financial LLC | 206,591 | 26.65 | 216,209 | 32.33 |
| Wells Fargo & Company/mn | 200,200 | 26.65 | 258,164 | 32.33 |
| Royal Bank Of Canada | 188,654 | 26.65 | 240,512 | 32.33 |
| Savior LLC | 169,772 | 26.65 | 205,667 | 32.33 |
| Old Mission Capital Llc | 166,273 | 26.65 | 22,225 | 32.35 |
| Stifel Financial Corp | 162,903 | 26.65 | 192,239 | 32.33 |
| First Republic Investment Management, Inc. | 151,029 | 26.65 | 136,897 | 32.33 |
| Advisor Group Holdings, Inc. | 108,330 | 26.65 | 111,735 | 32.34 |
| Gladstone Institutional Advisory LLC | 95,007 | 26.65 | 94,070 | 32.33 |
| Creative Financial Designs Inc /adv | 90,337 | 26.64 | 80,761 | 32.33 |
| Cambridge Investment Research Advisors, Inc. | 84,683 | 26.65 | 84,628 | 32.33 |
| SP Asset Management | 83,809 | 26.66 | 356,692 | 32.33 |
| Ameritas Advisory Services, LLC | 80,525 | 26.65 | 80,618 | 32.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 52,968 | 0.04 | 56,597 | 0.04 |
| IFP Advisors, Inc | 21,540 | 38.25 | 21,742 | 38.22 |
| Global Retirement Partners, LLC | 120 | 25.00 | 0 | |
| Tower Research Capital LLC (TRC) | 105 | 28.57 | 107 | 28.04 |
| Name | Current Puts |
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| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Greenwood Capital Associates Llc | 35,560 | 26.66 |
| Franklin Resources Inc | 15,053 | 26.64 |
| Mercer Global Advisors Inc /adv | 11,462 | 26.61 |
| Enzi Wealth | 11,145 | 27.10 |
| Name | Shares | PPS |
|---|---|---|
| Pin Oak Investment Advisors Inc | 580 | 32.76 |
| Ausdal Financial Partners, Inc. | 217,792 | 32.33 |
| Retirement Group, LLC | 20 | 50.00 |
| Cetera Investment Advisers | 21,544 | 32.35 |
| Baird Financial Group, Inc. | 8,218 | 32.37 |
| Johnson Financial Group, Inc. | 399 | 32.58 |
| Equitable Holdings, Inc. | 8,521 | 32.27 |
| Professional Financial Advisors, LLC | 69 | 28.99 |
| Wealthsource Partners, Llc | 6,529 | 32.32 |
| Pictet & Cie (Europe) SA | 14,851 | 32.32 |
| Seacrest Wealth Management, Llc | 580 | 32.76 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Morgan Stanley | 2,180,714 | 26.65 | 2,341,116 | 32.33 |
| Jane Street Group, Llc | 454,005 | 26.65 | 984,814 | 32.33 |
| UBS Group AG | 391,035 | 26.65 | 418,429 | 32.33 |
| Northwestern Mutual Wealth Management Co | 299,382 | 26.65 | 332,046 | 32.33 |
| Commonwealth Equity Services, Llc | 219,591 | 26.65 | 191,335 | 32.33 |
| LPL Financial LLC | 206,591 | 26.65 | 216,209 | 32.33 |
| Wells Fargo & Company/mn | 200,200 | 26.65 | 258,164 | 32.33 |
| Royal Bank Of Canada | 188,654 | 26.65 | 240,512 | 32.33 |
| Old Mission Capital Llc | 166,273 | 26.65 | 22,225 | 32.35 |
| Stifel Financial Corp | 162,903 | 26.65 | 192,239 | 32.33 |
| Advisor Group Holdings, Inc. | 108,330 | 26.65 | 111,735 | 32.34 |
| SP Asset Management | 83,809 | 26.66 | 356,692 | 32.33 |
| Ameritas Advisory Services, LLC | 80,525 | 26.65 | 80,618 | 32.33 |
| Intercontinental Wealth Advisors, LLC | 73,169 | 26.65 | 73,204 | 32.33 |
| Cumberland Partners Ltd | 69,828 | 26.65 | 70,203 | 32.33 |
| Bickling Financial Services, Inc. | 68,209 | 26.65 | 68,562 | 32.34 |
| Thrivent Financial For Lutherans | 59,174 | 26.65 | 56,990 | 32.32 |
| Kraematon Investment Advisors, Inc | 49,678 | 26.65 | 52,244 | 32.33 |
| Mml Investors Services, Llc | 49,386 | 26.65 | 51,178 | 32.34 |
| Fernwood Investment Management, LLC | 46,182 | 26.66 | 49,667 | 32.34 |
| Susquehanna International Group, Llp | 43,462 | 26.64 | 92,632 | 32.33 |
| Ellis Investment Partners, LLC | 37,415 | 26.65 | 38,485 | 32.32 |
| White Knight Strategic Wealth Advisors, LLC | 36,522 | 26.64 | 35,872 | 32.34 |
| Envestnet Asset Management Inc | 35,623 | 26.64 | 121,041 | 32.33 |
| Afg Fiduciary Services Limited Partnership | 25,398 | 26.66 | 23,036 | 32.34 |
| Dorsey & Whitney Trust CO LLC | 21,161 | 26.65 | 21,161 | 32.32 |
| Aveo Capital Partners, LLC | 20,430 | 26.63 | 19,785 | 32.35 |
| Salem Investment Counselors Inc | 19,689 | 26.66 | 21,704 | 32.34 |
| Cetera Advisor Networks LLC | 19,153 | 26.63 | 18,543 | 32.36 |
| GWM Advisors LLC | 17,234 | 26.63 | 15,093 | 32.33 |
| Sanctuary Wealth Management, L.L.C. | 16,592 | 26.64 | 16,418 | 32.34 |
| Nwam Llc | 16,336 | 26.63 | 16,635 | 33.06 |
| Resolute Advisors LLC | 14,035 | 26.65 | 14,058 | 32.29 |
| Qube Research & Technologies Ltd | 13,878 | 26.66 | 7,224 | 32.39 |
| HighTower Advisors, LLC | 12,543 | 26.71 | 13,128 | 32.37 |
| Renaissance Technologies Llc | 12,200 | 26.64 | 12,500 | 32.32 |
| Goldman Sachs Group Inc | 10,700 | 26.64 | 10,700 | 32.34 |
| Geneos Wealth Management Inc. | 10,049 | 26.57 | 11,861 | 32.54 |
| Wealthgate Family Office, LLC | 9,474 | 26.60 | 9,474 | 32.30 |
| Wealthfront Advisers Llc | 8,369 | 26.65 | 7,575 | 32.34 |
| Intrust Bank Na | 8,329 | 26.65 | 6,754 | 32.28 |
| Credit Suisse Ag/ | 7,657 | 26.64 | 4,894 | 32.28 |
| Guardian Wealth Advisors, Llc / Nc | 6,847 | 26.58 | 6,747 | 32.31 |
| Belpointe Asset Management LLC | 4,623 | 26.61 | 5,036 | 32.37 |
| Carolinas Wealth Consulting Llc | 4,010 | 26.68 | 4,099 | 32.45 |
| Main Management LLC | 4,000 | 26.75 | 19,216 | 32.32 |
| Bank Of America Corp /de/ | 2,448 | 26.55 | 1,500 | 32.00 |
| Brown Brothers Harriman & Co | 1,600 | 26.88 | 2,400 | 32.50 |
| Parallel Advisors, LLC | 1,083 | 26.78 | 1,431 | 32.15 |
| Citigroup Inc | 969 | 26.83 | 972 | 31.89 |
| Proequities, Inc. | 606 | 26.40 | 19,304 | 32.32 |
| Lindbrook Capital, Llc | 327 | 27.52 | 327 | 33.64 |
| Bank Of Montreal /can/ | 295 | 30.51 | 295 | 33.90 |
| Pnc Financial Services Group, Inc. | 100 | 30.00 | 117 | 34.19 |
| Fmr Llc | 1 | 481 | 33.26 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 52,968 | 0.04 | 56,597 | 0.04 |
| Tower Research Capital LLC (TRC) | 105 | 28.57 | 107 | 28.04 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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