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 235 487.00 49.21 62.61
Previous Quarter 259 472.00 49.22 62.63

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 60 19 2 10 1
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 2 14 1 9 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 2,202,100 0.00 0.00 0 0.00 0.00
Previous Quarter 2,202,100 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
Jpmorgan Chase & Co 8,809,686 49.22
Goldman Sachs Group Inc 7,283,935 49.22
Bank Of America Corp /de/ 6,411,237 49.22
BlackRock Inc. 2,202,100 49.22
Morgan Stanley 2,176,810 49.22
Asset Management One Co., Ltd. 1,934,883 49.22
Deutsche Bank Ag\ 1,656,119 49.22
Congress Wealth Management LLC / DE / 625,548 49.22
State Street Corp 612,653 49.22
UBS Group AG 473,196 49.22
Connectus Wealth, LLC 316,012 47.81
Pnc Financial Services Group, Inc. 304,194 49.22
Wells Fargo & Company/mn 254,432 49.22
Money Design Co.,Ltd. 239,727 41.64
Cerity Partners LLC 183,689 49.22
Prudential Plc 143,714 49.22
Rockefeller Capital Management L.P. 140,537 49.22
FIL Ltd 112,756 49.22
Lmcg Investments, Llc 110,775 49.22
Royal Bank Of Canada 103,371 49.21

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
Jpmorgan Chase & Co 8,809,686 49.22
Goldman Sachs Group Inc 7,283,935 49.22
Bank Of America Corp /de/ 6,411,237 49.22
BlackRock Inc. 2,202,100 49.22
Morgan Stanley 2,176,810 49.22
Asset Management One Co., Ltd. 1,934,883 49.22
Deutsche Bank Ag\ 1,656,119 49.22
Congress Wealth Management LLC / DE / 625,548 49.22
State Street Corp 612,653 49.22
UBS Group AG 473,196 49.22
NorthCoast Asset Management LLC 375,083 48.84
Connectus Wealth, LLC 316,012 47.81
Pnc Financial Services Group, Inc. 304,194 49.22
Wells Fargo & Company/mn 254,432 49.22
Cerity Partners LLC 183,689 49.22
Prudential Plc 143,714 49.22
Rockefeller Capital Management L.P. 140,537 49.22
FIL Ltd 112,756 49.22
Lmcg Investments, Llc 110,775 49.22
Royal Bank Of Canada 103,371 49.21

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
NorthCoast Asset Management LLC 375,083 48.84
Susquehanna International Group, Llp 17,400 49.20
Susquehanna International Group, Llp 17,400 49.20
Moors & Cabot, Inc. 14,000 1.00
Green Harvest Asset Management LLC 13,709 65.65
Cedar Capital, Llc 11,656 48.82
Wbh Advisory Inc 5,449 46.43
Private Advisor Group, LLC 4,808 49.29
IFP Advisors, Inc 3,487 47.89
Carroll Financial Associates, Inc. 328 45.73
Cutler Group LP 100 40.00
Parallel Advisors, LLC 25 40.00
Millennium Management Llc
Navellier & Associates Inc
Beaumont Capital Management, LLC
Aveo Capital Partners, LLC
Advisory Services Network, LLC
Jacobi Capital Management LLC
Adams Asset Advisors, LLC
Advisors Preferred, LLC
Altshuler Shaham Ltd
Charter Trust Co
Butensky & Cohen Financial Security, Inc
tru Independence LLC
Beaumont Financial Partners, LLC
Brown Advisory Inc
Bank Julius Baer & Co. Ltd, Zurich
Rehmann Capital Advisory Group
Savior LLC
Westshore Wealth, LLC
Tower Research Capital LLC (TRC)
Proequities, Inc.
Gerber Kawasaki Wealth & Investment Management
Lumature Wealth Partners, LLC
Renaissance Technologies Llc
Fulcrum Equity Management
Old Mission Capital Llc
Smith Shellnut Wilson Llc /adv
BerganKDV Wealth Management, LLC
Neuberger Berman Group LLC
Wolverine Trading, Llc
UBP Investment Advisors SA
Chilton Capital Management Llc
Kestra Advisory Services, LLC
Arkadios Wealth Advisors
Boston Trust Walden Corp
Wolverine Trading, Llc
Harbour Investments, Inc.
Boston Private Wealth Llc
Flow Traders U.s. Llc
Snowden Capital Advisors LLC
Guidance Point Advisors, LLC
Checchi Capital Advisers, LLC
Antonetti Capital Management LLC
Jane Street Group, Llc
Huntington National Bank
Beck Mack & Oliver Llc
Itau Unibanco Holding S.A.
Argent Trust Co
Agf Investments Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Elmwood Wealth Management, Inc. 70,676 41.64 66,141 49.21
Lake Street Financial Llc 46,755 41.64 45,639 49.21
Covington Capital Management 44,335 41.64 44,335 49.22
Raymond James Trust N.a. 41,437 41.63 41,237 49.23
Resonant Capital Advisors, LLC 11,000 41.64 11,000 49.82
Highland Capital Management, Llc 10,891 41.59 10,598 49.25
Cambridge Investment Research Advisors, Inc. 10,838 41.61 10,744 49.24
CVA Family Office, LLC 6,316 41.64 6,316 49.24
VERITY Wealth Advisors 5,740 41.64 5,740 49.30
Acropolis Investment Management, LLC 4,333 41.54 4,333 49.16
Tsfg, Llc 2,349 41.72 2,293 49.28
Tompkins Financial Corp 914 41.58 914 49.23
SOA Wealth Advisors, LLC. 440 40.91 427 49.18
Allworth Financial LP 319 40.75 310 48.39
City Holding Co 225 40.00 225 48.89
Perkins Coie Trust Co 225 40.00 225 48.89
Trust Co 160 43.75 160 50.00
AdvisorNet Financial, Inc 99 40.40 58 51.72
Activest Wealth Management 10 10 100.00
Name Current Shares Current PPS Previous Shares Previous PPS
Money Design Co.,Ltd. 239,727 41.64 0
Massmutual Trust Co Fsb/adv 23,061 0.04 23,686 0.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Money Design Co.,Ltd. 239,727 239,727 41.64 0 0.00
Elmwood Wealth Management, Inc. 4,535 70,676 41.64 66,141 49.21 6.86
Lake Street Financial Llc 1,116 46,755 41.64 45,639 49.21 2.45
Highland Capital Management, Llc 293 10,891 41.59 10,598 49.25 2.76
Raymond James Trust N.a. 200 41,437 41.63 41,237 49.23 0.49
Cambridge Investment Research Advisors, Inc. 94 10,838 41.61 10,744 49.24 0.87
Tsfg, Llc 56 2,349 41.72 2,293 49.28 2.44
AdvisorNet Financial, Inc 41 99 40.40 58 51.72 70.69
SOA Wealth Advisors, LLC. 13 440 40.91 427 49.18 3.04
Allworth Financial LP 9 319 40.75 310 48.39 2.90
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Massmutual Trust Co Fsb/adv 625 23,061 0.04 23,686 0.04 -2.64
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
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
Wbh Advisory Inc 5,449 46.43
Private Advisor Group, LLC 4,808 49.29
Name Current Shares Current PPS Previous Shares Previous PPS
Elmwood Wealth Management, Inc. 70,676 41.64 66,141 49.21
Lake Street Financial Llc 46,755 41.64 45,639 49.21
Raymond James Trust N.a. 41,437 41.63 41,237 49.23
Resonant Capital Advisors, LLC 11,000 41.64 11,000 49.82
Highland Capital Management, Llc 10,891 41.59 10,598 49.25
Cambridge Investment Research Advisors, Inc. 10,838 41.61 10,744 49.24
CVA Family Office, LLC 6,316 41.64 6,316 49.24
VERITY Wealth Advisors 5,740 41.64 5,740 49.30
Acropolis Investment Management, LLC 4,333 41.54 4,333 49.16
Tsfg, Llc 2,349 41.72 2,293 49.28
Tompkins Financial Corp 914 41.58 914 49.23
SOA Wealth Advisors, LLC. 440 40.91 427 49.18
Allworth Financial LP 319 40.75 310 48.39
Activest Wealth Management 10 10 100.00
Name Current Shares Current PPS Previous Shares Previous PPS
Money Design Co.,Ltd. 239,727 41.64 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Money Design Co.,Ltd. 239,727 239,727 41.64 0 0.00
Elmwood Wealth Management, Inc. 4,535 70,676 41.64 66,141 49.21 6.86
Lake Street Financial Llc 1,116 46,755 41.64 45,639 49.21 2.45
Highland Capital Management, Llc 293 10,891 41.59 10,598 49.25 2.76
Raymond James Trust N.a. 200 41,437 41.63 41,237 49.23 0.49
Cambridge Investment Research Advisors, Inc. 94 10,838 41.61 10,744 49.24 0.87
Tsfg, Llc 56 2,349 41.72 2,293 49.28 2.44
SOA Wealth Advisors, LLC. 13 440 40.91 427 49.18 3.04
Allworth Financial LP 9 319 40.75 310 48.39 2.90
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