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 142 28.00 28.98 28.28
Previous Quarter 152 29.00 28.98 28.68

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 1 36 8 1 4 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 1 6 1 4 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
Bank Of America Corp /de/ 1,914,165 28.98
UBS Group AG 1,122,282 28.98
Morgan Stanley 830,586 28.98
Joel Isaacson & Co., LLC 789,341 23.87
Raymond James & Associates 490,695 28.98
McGowan Group Asset Management, Inc. 433,493 28.98
Wells Fargo & Company/mn 410,072 28.98
Cohen & Steers, Inc. 373,700 28.98
Stratos Wealth Partners, LTD. 332,705 28.98
Cohen & Steers Closed-end Opportunity Fund, Inc. 305,720 28.98
LPL Financial LLC 280,358 28.98
Advisor Group Holdings, Inc. 252,382 30.18
Formidable Asset Management, LLC 229,967 28.98
Royal Bank Of Canada 177,298 28.98
First Trust Advisors Lp 164,303 28.98
Guggenheim Capital Llc 162,563 28.98
Commonwealth Equity Services, Llc 147,178 28.98
Private Advisor Group, LLC 141,771 23.87
Accel Wealth Management 123,635 29.23
HighTower Advisors, LLC 77,445 28.99

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
Bank Of America Corp /de/ 1,914,165 28.98
UBS Group AG 1,122,282 28.98
Morgan Stanley 830,586 28.98
Joel Isaacson & Co., LLC 781,910 27.48
Raymond James & Associates 490,695 28.98
McGowan Group Asset Management, Inc. 433,493 28.98
Wells Fargo & Company/mn 410,072 28.98
Cohen & Steers, Inc. 373,700 28.98
Stratos Wealth Partners, LTD. 332,705 28.98
Cohen & Steers Closed-end Opportunity Fund, Inc. 305,720 28.98
LPL Financial LLC 280,358 28.98
Advisor Group Holdings, Inc. 252,382 30.18
Formidable Asset Management, LLC 229,967 28.98
Royal Bank Of Canada 177,298 28.98
First Trust Advisors Lp 164,303 28.98
Guggenheim Capital Llc 162,563 28.98
Commonwealth Equity Services, Llc 147,178 28.98
Accel Wealth Management 123,635 29.23
Private Advisor Group, LLC 112,428 28.98
HighTower Advisors, LLC 77,445 28.99

 

Recent Quarter Analysis

Name Shares PPS
Westside Investment Management, Inc. 884
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 13,114 27.45
Brookstone Capital Management 8,892 27.10
Future Financial Wealth Managment LLC 1,477 29.11
Sonora Investment Management, LLC 400 27.50
Keel Point, LLC
Penserra Capital Management LLC
Tower Research Capital LLC (TRC)
Advisory Services Network, LLC
Deutsche Bank Ag\
Acorn Wealth Advisors, LLC
Gladstone Institutional Advisory LLC
Widmann Financial Services, Inc.
Lindbrook Capital, Llc
Shaker Financial Services, LLC
Huntington National Bank
CoreCap Advisors, LLC
Pacitti Group Inc.
Pinnacle Bancorp, Inc.
Millennium Management Llc
National Asset Management, Inc.
Hartland & Co., LLC
Geneos Wealth Management Inc.
Emerald Investment Partners, Llc
CX Institutional
Barrett Asset Management, LLC
Plante Moran Financial Advisors, LLC
Pensionmark Financial Group, Llc
Laidlaw Wealth Management LLC
Jacobi Capital Management LLC
CENTRAL TRUST Co
Citigroup Inc
Quadrant Capital Group Llc
Proequities, Inc.
Outfitter Financial LLC
Motco
Kestra Advisory Services, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Joel Isaacson & Co., LLC 789,341 23.87 781,910 27.48
Private Advisor Group, LLC 141,771 23.87 112,428 28.98
Cambridge Investment Research Advisors, Inc. 73,714 23.88 68,345 28.99
Wealth Alliance Advisory Group, LLC 11,537 23.84 11,537 28.95
David J Yvars Group 8,660 24.36 8,660 28.98
180 Wealth Advisors, Llc 8,394 24.42 8,394 27.88
Strategic Asset Management, LLC 800 23.75 800 28.75
AdvisorNet Financial, Inc 750 24.00 750 29.33
Name Current Shares Current PPS Previous Shares Previous PPS
Raymond James Trust N.a. 9,706 23.80 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 29,343 141,771 23.87 112,428 28.98 26.10
Raymond James Trust N.a. 9,706 9,706 23.80 0 0.00
Joel Isaacson & Co., LLC 7,431 789,341 23.87 781,910 27.48 0.95
Cambridge Investment Research Advisors, Inc. 5,369 73,714 23.88 68,345 28.99 7.86
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
Westside Investment Management, Inc. 884
Name Shares PPS
Brookstone Capital Management 8,892 27.10
Name Current Shares Current PPS Previous Shares Previous PPS
Joel Isaacson & Co., LLC 789,341 23.87 781,910 27.48
Private Advisor Group, LLC 141,771 23.87 112,428 28.98
Cambridge Investment Research Advisors, Inc. 73,714 23.88 68,345 28.99
David J Yvars Group 8,660 24.36 8,660 28.98
180 Wealth Advisors, Llc 8,394 24.42 8,394 27.88
Strategic Asset Management, LLC 800 23.75 800 28.75
Name Current Shares Current PPS Previous Shares Previous PPS
Raymond James Trust N.a. 9,706 23.80 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 29,343 141,771 23.87 112,428 28.98 26.10
Raymond James Trust N.a. 9,706 9,706 23.80 0 0.00
Joel Isaacson & Co., LLC 7,431 789,341 23.87 781,910 27.48 0.95
Cambridge Investment Research Advisors, Inc. 5,369 73,714 23.88 68,345 28.99 7.86
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