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 200 14.00 13.97 13.84
Previous Quarter 209 92.00 13.97 14.61

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 3 33 18 0 5 2
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 2 2 16 0 5 2
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 13,189,594 13.97
MORGAN STANLEY 12,938,593
PCEF - Invesco CEF Income Composite ETF 1,490,013 13.63
Raymond James & Associates 1,469,959 13.97
Invesco Ltd. 1,316,633 13.97
RFG Advisory, LLC 1,244,430 13.97
Wells Fargo & Company/mn 1,201,477 13.97
UBS Group AG 780,967 13.97
Guggenheim Capital Llc 722,619 13.97
Cambridge Investment Research Advisors, Inc. 581,979 11.33
Bank Of America Corp /de/ 570,786 13.97
Cohen & Steers Closed-end Opportunity Fund, Inc. 539,137 13.97
Cohen & Steers, Inc. 539,137 13.97
Matrix Private Capital Group Llc 501,373 13.97
Advisors Asset Management, Inc. 477,663 13.97
Raymond James Financial Services Advisors, Inc. 443,074 13.97
LPL Financial LLC 412,065 13.97
Baird Financial Group, Inc. 390,459 13.97
Commonwealth Equity Services, Llc 359,756 13.97
Advisor Group Holdings, Inc. 335,906 15.08

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 13,189,594 13.97
PCEF - Invesco CEF Income Composite ETF 1,490,013 13.63
Raymond James & Associates 1,469,959 13.97
Invesco Ltd. 1,316,633 13.97
RFG Advisory, LLC 1,244,430 13.97
Wells Fargo & Company/mn 1,201,477 13.97
UBS Group AG 780,967 13.97
Guggenheim Capital Llc 722,619 13.97
Bank Of America Corp /de/ 570,786 13.97
Cambridge Investment Research Advisors, Inc. 570,091 13.97
Cohen & Steers, Inc. 539,137 13.97
Cohen & Steers Closed-end Opportunity Fund, Inc. 539,137 13.97
Matrix Private Capital Group Llc 501,373 13.97
Advisors Asset Management, Inc. 477,663 13.97
Raymond James Financial Services Advisors, Inc. 443,074 13.97
LPL Financial LLC 412,065 13.97
Baird Financial Group, Inc. 390,459 13.97
Commonwealth Equity Services, Llc 359,756 13.97
Advisor Group Holdings, Inc. 335,906 15.08
Stifel Financial Corp 322,120 13.97

 

Recent Quarter Analysis

Name Shares PPS
MORGAN STANLEY 12,938,593
Valley National Advisers Inc 819 12.21
Sargent Bickham Lagudis LLC 658 10.64
Name Shares PPS
Ameritas Investment Corp 26,194
Mid Atlantic Financial Management Inc/adv 24,822 13.94
OTA Financial Group L.P. 17,483 13.96
Parallel Advisors, LLC 6,481 14.04
Herold Advisors, Inc. 1,607 13973.24
Sonora Investment Management, LLC 420 14.29
Newbridge Financial Services Group, Inc.
Hc Financial Advisors Inc
Advisory Services Network, LLC
Franklin Resources Inc
Heron Bay Capital Management
Keel Point, LLC
Brown Brothers Harriman & Co
King Luther Capital Management Corp
O'shaughnessy Asset Management, Llc
Phoenix Wealth Advisors
Fmr Llc
Kowal Investment Group, LLC
Hartland & Co., LLC
Citadel Advisors Llc
Insight Advisors, LLC/ PA
Ahrens Investment Partners LLC
Widmann Financial Services, Inc.
Bank Of Montreal /can/
Clough Capital Partners L P
Tower View Investment Management & Research LLC
Atlas Private Wealth Advisors
Coastal Bridge Advisors, LLC
Arkadios Wealth Advisors
Miracle Mile Advisors, LLC
Snowden Capital Advisors LLC
Avantax Advisory Services, Inc.
Change Path, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 581,979 11.33 570,091 13.97
Private Advisor Group, LLC 230,778 11.33 233,121 13.97
Flaharty Asset Management, LLC 100,211 11.33 102,438 13.97
Raymond James Trust N.a. 81,214 11.34 76,171 13.97
Joel Isaacson & Co., LLC 38,389 11.33 37,989 13.32
David J Yvars Group 36,400 11.46 36,313 14.02
Capital Market Strategies LLC 13,454 11.30 13,454 13.97
Gradient Investments LLC 11,000 11.36 11,000 14.00
Krilogy Financial LLC 10,364 11.29 10,364 13.99
Allworth Financial LP 8,168 11.39 8,168 13.96
Webster Bank, N. A. 4,825 11.40 4,825 13.89
Cordasco Financial Network 2,944 11.21 2,900 14.14
Parkside Financial Bank & Trust 2,683 11.18 2,683 13.79
Financial Management Professionals, Inc. 1,000 11.00 1,000 14.00
Cedar Mountain Advisors, LLC 768 11.72 768 14.32
Sound Income Strategies, LLC 700 11.43 700 14.29
City Holding Co 608 11.51 608 13.16
M&r Capital Management Inc 333 9.01 333 12.01
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. 11,888 581,979 11.33 570,091 13.97 2.09
Raymond James Trust N.a. 5,043 81,214 11.34 76,171 13.97 6.62
Joel Isaacson & Co., LLC 400 38,389 11.33 37,989 13.32 1.05
David J Yvars Group 87 36,400 11.46 36,313 14.02 0.24
Cordasco Financial Network 44 2,944 11.21 2,900 14.14 1.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 2,343 230,778 11.33 233,121 13.97 -1.01
Flaharty Asset Management, LLC 2,227 100,211 11.33 102,438 13.97 -2.17
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
Valley National Advisers Inc 819 12.21
Sargent Bickham Lagudis LLC 658 10.64
Name Shares PPS
Herold Advisors, Inc. 1,607 13973.24
OTA Financial Group L.P. 17,483 13.96
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 581,979 11.33 570,091 13.97
Private Advisor Group, LLC 230,778 11.33 233,121 13.97
Flaharty Asset Management, LLC 100,211 11.33 102,438 13.97
Raymond James Trust N.a. 81,214 11.34 76,171 13.97
Joel Isaacson & Co., LLC 38,389 11.33 37,989 13.32
David J Yvars Group 36,400 11.46 36,313 14.02
Capital Market Strategies LLC 13,454 11.30 13,454 13.97
Gradient Investments LLC 11,000 11.36 11,000 14.00
Krilogy Financial LLC 10,364 11.29 10,364 13.99
Allworth Financial LP 8,168 11.39 8,168 13.96
Webster Bank, N. A. 4,825 11.40 4,825 13.89
Cordasco Financial Network 2,944 11.21 2,900 14.14
Parkside Financial Bank & Trust 2,683 11.18 2,683 13.79
Financial Management Professionals, Inc. 1,000 11.00 1,000 14.00
Cedar Mountain Advisors, LLC 768 11.72 768 14.32
Sound Income Strategies, LLC 700 11.43 700 14.29
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. 11,888 581,979 11.33 570,091 13.97 2.09
Raymond James Trust N.a. 5,043 81,214 11.34 76,171 13.97 6.62
Joel Isaacson & Co., LLC 400 38,389 11.33 37,989 13.32 1.05
David J Yvars Group 87 36,400 11.46 36,313 14.02 0.24
Cordasco Financial Network 44 2,944 11.21 2,900 14.14 1.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 2,343 230,778 11.33 233,121 13.97 -1.01
Flaharty Asset Management, LLC 2,227 100,211 11.33 102,438 13.97 -2.17
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