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 68 31.00 31.10 29.93
Previous Quarter 77 31.00 31.10 29.74

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 23 0 0 0 0
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 0 0 0 0 0
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
State of Tennessee, Treasury Department 1,150,396 31.10
Jane Street Group, Llc 322,168 31.10
Hsbc Holdings Plc 182,550 11.10
Citadel Advisors Llc 179,490 31.10
Goldman Sachs Group Inc 167,512 31.10
Millennium Management Llc 150,000 31.10
Connectus Wealth, LLC 118,492 31.64
Sepio Capital, LP 116,815 31.10
UBS Group AG 72,007 31.09
Morgan Stanley 57,408 31.09
Mirae Asset Global Investments Co., Ltd. 54,000 31.09
Glovista Investments LLC 51,698 31.59
Old Mission Capital Llc 38,584 31.10
Qube Research & Technologies Ltd 32,814 31.11
Ubs Asset Management Americas Inc 32,100 31.09
Marshall Wace, Llp 31,299 31.09
Raymond James & Associates 30,519 31.10
Bank of New York Mellon Corp 30,031 31.10
Royal Bank Of Canada 24,332 31.11
Bank Of America Corp /de/ 23,562 31.11

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
State of Tennessee, Treasury Department 1,150,396 31.10
Jane Street Group, Llc 322,168 31.10
Hsbc Holdings Plc 182,550 11.10
Citadel Advisors Llc 179,490 31.10
Goldman Sachs Group Inc 167,512 31.10
Millennium Management Llc 150,000 31.10
Connectus Wealth, LLC 118,492 31.64
Sepio Capital, LP 116,815 31.10
UBS Group AG 72,007 31.09
Morgan Stanley 57,408 31.09
Mirae Asset Global Investments Co., Ltd. 54,000 31.09
Glovista Investments LLC 51,698 31.59
Old Mission Capital Llc 38,584 31.10
Qube Research & Technologies Ltd 32,814 31.11
Ubs Asset Management Americas Inc 32,100 31.09
Marshall Wace, Llp 31,299 31.09
Raymond James & Associates 30,519 31.10
Bank of New York Mellon Corp 30,031 31.10
Royal Bank Of Canada 24,332 31.11
Bank Of America Corp /de/ 23,562 31.11

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Moors & Cabot, Inc. 20,000 1.20
Harbor Financial Services, Llc 9,205 29.77
LPL Financial LLC
Country Trust Bank
Private Trust Co Na
Bnp Paribas Arbitrage, Sa
Advisory Services Network, LLC
Envestnet Asset Management Inc
Barclays Plc
Sumitomo Mitsui Trust Holdings, Inc.
HighTower Advisors, LLC
Stifel Financial Corp
ASTMX - Astor Macro Alternative Fund Class A Shares
SG Americas Securities, LLC
Susquehanna International Group, Llp
Danda Trouve Investment Management, Inc.
Man Group plc
Koshinski Asset Management, Inc.
Marks Group Wealth Management, Inc
Peak Financial Advisors Llc
Arkadios Wealth Advisors
Proequities, Inc.
GWM Advisors LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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