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	176	475.00	56.67	198.58
Previous Quarter	187	472.00	56.67	193.85

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	45	11	0	5	7
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	6	0	4	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	15	0.00	0.00	0	0.00	0.00
Previous Quarter	15	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
Creative Planning	3,725,491	56.67
Bank Of America Corp /de/	528,050	56.67
Morgan Stanley	185,822	56.67
LPL Financial LLC	177,154	56.67
QAI - IQ Hedge Multi-Strategy Tracker ETF	167,782	53.09
N.E.W. Advisory Services LLC	167,722	55.16
Victory Capital Management Inc	164,766	53.09
Wells Fargo & Company/mn	163,489	56.66
Parcion Private Wealth LLC	146,432	56.67
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class	143,829	56.67
IndexIQ Advisors LLC	143,829	56.67
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	135,359	56.67
Cassaday & Co Inc.	127,264	59.31
UBS Group AG	110,876	56.67
USCRX - Cornerstone Moderately Aggressive Fund	107,983	56.32
J.w. Cole Advisors, Inc.	84,422	0.06
Crestone Asset Management LLC	84,000	56.67
Resources Investment Advisors, LLC.	74,592	56.67
Great Point Wealth Advisors, LLC	72,011	56.67
WESCAP Management Group, Inc.	66,147	56.66

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
Creative Planning	3,725,491	56.67
Bank Of America Corp /de/	528,050	56.67
QAI - IQ Hedge Multi-Strategy Tracker ETF	381,584	57.54
Morgan Stanley	185,822	56.67
LPL Financial LLC	177,154	56.67
N.E.W. Advisory Services LLC	167,722	55.16
Victory Capital Management Inc	164,766	53.09
Wells Fargo & Company/mn	163,489	56.66
Parcion Private Wealth LLC	146,432	56.67
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class	143,829	56.67
IndexIQ Advisors LLC	143,829	56.67
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	135,359	56.67
Cassaday & Co Inc.	127,264	59.31
UBS Group AG	110,876	56.67
USCRX - Cornerstone Moderately Aggressive Fund	107,983	56.32
J.w. Cole Advisors, Inc.	84,422	0.06
Crestone Asset Management LLC	84,000	56.67
Kohmann Bosshard Financial Services, LLC	75,594	56.67
Resources Investment Advisors, LLC.	74,592	56.67
Great Point Wealth Advisors, LLC	72,011	56.67

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 45 Institutes closed out their positions

Name	Shares	PPS
Heritage Wealth Management, Llc	1,020	58.82
Parallel Advisors, LLC	158	56.96
Cetera Investment Advisers
Keybank National Association/oh
Lloyd Advisory Services, LLC.
Dividend Asset Capital, Llc
Cavalier Investments, LLC
Clark Capital Management Group, Inc.
Kestra Advisory Services, LLC
Commonwealth Equity Services, Llc
Hancock Whitney Corp
Relaxing Retirement Coach
Kalos Management, Inc.
Arkadios Wealth Advisors
Geneos Wealth Management Inc.
Fsb Premier Wealth Management, Inc.
Merriman Wealth Management, LLC
CoreCap Advisors, LLC
Csenge Advisory Group
Brookstone Capital Management
Citigroup Inc
Retirement Planning Co of New England, Inc.
Stifel Financial Corp
Manchester Capital Management LLC
Patriot Financial Group Insurance Agency, LLC
United Capital Financial Advisers, Llc
Krs Capital Management, Llc
Barclays Plc
Federated Hermes, Inc.
SNS Financial Group, LLC
First Command Advisory Services, Inc.
Activest Wealth Management
Richwood Investment Advisors, LLC
Qube Research & Technologies Ltd
Mystic Asset Management, Inc.
Huntington National Bank
HighTower Advisors, LLC
Running Point Capital Advisors, LLC
Cassady Schiller Wealth Management, LLC
Naples Global Advisors, Llc
Sterling Financial Planning, Inc.
Old Mission Capital Llc
DCM Advisors, LLC
Jane Street Group, Llc
Amplius Wealth Advisors, LLC

Recent Quarter 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
QAI - IQ Hedge Multi-Strategy Tracker ETF	167,782	53.09	381,584	57.54
Pure Financial Advisors, Inc.	56,652	48.65	59,014	56.66
Kathleen S. Wright Associates Inc.	19,544	48.66	17,790	56.66
Apella Capital, LLC	19,422	48.66	21,080	56.69
Omega Financial Group, LLC	10,597	48.69	10,074	56.68
180 Wealth Advisors, Llc	9,292	48.00	8,827	55.85
Kohmann Bosshard Financial Services, LLC	9,175	48.61	75,594	56.67
Cambridge Investment Research Advisors, Inc.	7,507	48.62	13,924	56.66
Allworth Financial LP	2,394	48.45	2,530	56.52
MCRO - IQ Hedge Macro Tracker ETF	1,962	53.01	1,910	57.59
Global Retirement Partners, LLC	915	49.18	906	50.77

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Kathleen S. Wright Associates Inc.	1,754	19,544	48.66	17,790	56.66	9.86
Omega Financial Group, LLC	523	10,597	48.69	10,074	56.68	5.19
180 Wealth Advisors, Llc	465	9,292	48.00	8,827	55.85	5.27
MCRO - IQ Hedge Macro Tracker ETF	52	1,962	53.01	1,910	57.59	2.72
Global Retirement Partners, LLC	9	915	49.18	906	50.77	0.99

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
QAI - IQ Hedge Multi-Strategy Tracker ETF	213,802	167,782	53.09	381,584	57.54	-56.03
Kohmann Bosshard Financial Services, LLC	66,419	9,175	48.61	75,594	56.67	-87.86
Cambridge Investment Research Advisors, Inc.	6,417	7,507	48.62	13,924	56.66	-46.09
Pure Financial Advisors, Inc.	2,362	56,652	48.65	59,014	56.66	-4.00
Apella Capital, LLC	1,658	19,422	48.66	21,080	56.69	-7.87
Massmutual Trust Co Fsb/adv	150	6,930		7,080		-2.12
Allworth Financial LP	136	2,394	48.45	2,530	56.52	-5.38

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Kathleen S. Wright Associates Inc.	19,544	48.66	17,790	56.66
Omega Financial Group, LLC	10,597	48.69	10,074	56.68
180 Wealth Advisors, Llc	9,292	48.00	8,827	55.85
Cambridge Investment Research Advisors, Inc.	7,507	48.62	13,924	56.66
Allworth Financial LP	2,394	48.45	2,530	56.52
Global Retirement Partners, LLC	915	49.18	906	50.77

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Kathleen S. Wright Associates Inc.	1,754	19,544	48.66	17,790	56.66	9.86
Omega Financial Group, LLC	523	10,597	48.69	10,074	56.68	5.19
180 Wealth Advisors, Llc	465	9,292	48.00	8,827	55.85	5.27
Global Retirement Partners, LLC	9	915	49.18	906	50.77	0.99

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	6,417	7,507	48.62	13,924	56.66	-46.09
Allworth Financial LP	136	2,394	48.45	2,530	56.52	-5.38

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name