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 139 22.00 20.58 21.14
Previous Quarter 150 218.00 20.58 21.95

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 2 47 6 0 2 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 1 2 4 0 2 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
Morgan Stanley 3,054,034 20.58
UBS Group AG 2,181,315 20.58
Bank Of America Corp /de/ 1,914,541 20.58
Cohen & Steers, Inc. 724,775 20.58
Advisors Asset Management, Inc. 581,868 20.58
Cohen & Steers Closed-end Opportunity Fund, Inc. 521,523 20.58
Wells Fargo & Company/mn 293,970 20.58
First Trust Advisors Lp 256,292 20.58
Shaker Financial Services, LLC 245,897 20.58
Royal Bank Of Canada 217,904 20.58
Guggenheim Capital Llc 201,385 20.58
Advisor Group Holdings, Inc. 189,573 69.22
LPL Financial LLC 187,821 20.58
Commonwealth Equity Services, Llc 152,292 20.58
WealthTrust Axiom LLC 143,510 20.58
Hennion & Walsh Asset Management, Inc. 140,431 20.58
Janney Montgomery Scott LLC 121,549 20.58
Steward Partners Investment Advisory, Llc 113,658 0.02
Raymond James & Associates 111,982 20.58
Beacon Pointe Advisors, LLC 110,000 20.58

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
Morgan Stanley 3,054,034 20.58
UBS Group AG 2,181,315 20.58
Bank Of America Corp /de/ 1,914,541 20.58
Cohen & Steers, Inc. 724,775 20.58
Advisors Asset Management, Inc. 581,868 20.58
Cohen & Steers Closed-end Opportunity Fund, Inc. 521,523 20.58
Wells Fargo & Company/mn 293,970 20.58
First Trust Advisors Lp 256,292 20.58
Shaker Financial Services, LLC 245,897 20.58
Royal Bank Of Canada 217,904 20.58
Guggenheim Capital Llc 201,385 20.58
Advisor Group Holdings, Inc. 189,573 69.22
LPL Financial LLC 187,821 20.58
Commonwealth Equity Services, Llc 152,292 20.58
WealthTrust Axiom LLC 143,510 20.58
Hennion & Walsh Asset Management, Inc. 140,431 20.58
Janney Montgomery Scott LLC 121,549 20.58
Steward Partners Investment Advisory, Llc 113,658 0.02
Raymond James & Associates 111,982 20.58
Beacon Pointe Advisors, LLC 110,000 20.58

 

Recent Quarter Analysis

Name Shares PPS
Covington Capital Management 1,500 16.00
Global Retirement Partners, LLC 367 16.35
Name Shares PPS
Koshinski Asset Management, Inc. 3,498 20.58
Sonora Investment Management, LLC 1,755 21.08
Massmutual Trust Co Fsb/adv 1,000
Herold Advisors, Inc. 500 20580.00
Citigroup Inc
IHT Wealth Management, LLC
Proequities, Inc.
RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P
AdvisorNet Financial, Inc
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
HBK Sorce Advisory LLC
Baird Financial Group, Inc.
Penserra Capital Management LLC
Fmr Llc
Advisory Services Network, LLC
Spire Wealth Management
Fsb Premier Wealth Management, Inc.
Cornerstone Advisory, LLC
Pensionmark Financial Group, Llc
Capital Investment Advisors, LLC
Change Path, LLC
Cornerstone Advisors Inc
Comerica Bank
Emerald Investment Partners, Llc
Hrt Financial Lp
1607 Capital Partners, LLC
Frontier Wealth Management LLC
Paragon Capital Management Ltd
City Of London Investment Management Co Ltd
Personal Cfo Solutions, Llc
Phoenix Wealth Advisors
Fifth Third Bancorp
Sowell Financial Services LLC
Oppenheimer & Co Inc
Amplius Wealth Advisors, LLC
Karpus Management, Inc.
Keel Point, LLC
Andrew Hill Investment Advisors, Inc.
Delta Asset Management Llc/tn
StoneX Group Inc.
Peapack Gladstone Financial Corp
Financial Advocates Investment Management
Punch & Associates Investment Management, Inc.
Private Capital Group, LLC
Motco
Alpha Cubed Investments, LLC
Laidlaw Wealth Management LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Qp Wealth Management, Llc 21,668 16.11 21,668 20.58
Cambridge Investment Research Advisors, Inc. 19,952 16.09 19,269 20.60
180 Wealth Advisors, Llc 19,866 16.16 19,777 19.72
Allworth Financial LP 2,638 15.92 2,638 20.47
City Holding Co 2,065 15.98 2,065 20.34
Strategic Asset Management, LLC 930 16.13 930 20.43
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 683 19,952 16.09 19,269 20.60 3.54
180 Wealth Advisors, Llc 89 19,866 16.16 19,777 19.72 0.45
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
Global Retirement Partners, LLC 367 16.35
Name Shares PPS
Herold Advisors, Inc. 500 20580.00
Koshinski Asset Management, Inc. 3,498 20.58
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 19,952 16.09 19,269 20.60
180 Wealth Advisors, Llc 19,866 16.16 19,777 19.72
Allworth Financial LP 2,638 15.92 2,638 20.47
Strategic Asset Management, LLC 930 16.13 930 20.43
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 683 19,952 16.09 19,269 20.60 3.54
180 Wealth Advisors, Llc 89 19,866 16.16 19,777 19.72 0.45
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