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 282 52662.00 154.18 24681.82
Previous Quarter 298 1227.00 131.98 255.61

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 32 88 13 185 75 70
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 0 0 0 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 151 0.00 0.00 0 0.00 0.00
Previous Quarter 151 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 744,770 154.13
Wells Fargo & Company/mn 504,667 154.13
Bank Of America Corp /de/ 478,466 154.13
UBS Group AG 385,966 154.13
Royal Bank Of Canada 209,834 154.13
Raymond James Financial Services Advisors, Inc. 208,350 154130.18
LPL Financial LLC 191,164 154.13
Advisor Group Holdings, Inc. 159,221 154.13
Raymond James & Associates 149,229 154.13
Berger Financial Group, Inc 131,141 154130.00
D.a. Davidson & Co. 118,533 154.13
Commonwealth Equity Services, Llc 77,928 0.15
J Arnold Wealth Management Co 70,689 154.13
Janney Montgomery Scott LLC 58,444 154.13
Stifel Financial Corp 50,179 154.13
Envestnet Asset Management Inc 49,475 154.14
Ameritas Advisory Services, LLC 47,922 154130.00
Ameriprise Financial Inc 44,532 154.14
Laurel Wealth Advisors, Inc. 35,042 0.14
Hartford Financial Management Inc. 34,848 154130.11

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 618,215 131.98
Wells Fargo & Company/mn 534,328 131.98
Bank Of America Corp /de/ 397,828 131.98
UBS Group AG 340,430 131.98
Royal Bank Of Canada 200,907 131.98
Raymond James Financial Services Advisors, Inc. 183,200 131.98
LPL Financial LLC 181,316 131.98
Advisor Group Holdings, Inc. 155,253 132.00
Berger Financial Group, Inc 134,484 131.98
Raymond James & Associates 119,248 131.98
D.a. Davidson & Co. 115,470 131.98
Commonwealth Equity Services, Llc 90,652 131.98
J Arnold Wealth Management Co 68,326 131.98
Adviser Investments LLC 60,213 131.98
Janney Montgomery Scott LLC 58,248 131.99
Ameritas Advisory Services, LLC 48,422 131.99
Envestnet Asset Management Inc 46,528 131.99
Truist Financial Corp 43,429 131.99
Stifel Financial Corp 42,580 131.99
Hartford Financial Management Inc. 37,533 131.99

 

Recent Quarter Analysis

Name Shares PPS
Perigon Wealth Management, LLC 24,771 69.60
Chevy Chase Trust Holdings, Inc. 22,110 154.14
Measured Wealth Private Client Group, LLC 11,017 154129.98
Claraphi Advisory Network, LLC 8,736 154.19
International Assets Investment Management, Llc 7,889 118659.02
Daymark Wealth Partners, Llc 6,805 154130.05
Robertson Stephens Wealth Management, LLC 6,575 154.07
Davis Investment Partners, LLC 4,700 161.91
Pvg Asset Management Corp 4,530 154.08
Csenge Advisory Group 3,947 154.04
Resources Investment Advisors, LLC. 3,732 154129.96
Tradewinds, LLC. 2,221 105.36
SILVER OAK SECURITIES, Inc 2,102
HF Advisory Group, LLC 1,836 154.14
Mayflower Financial Advisors, LLC 1,831 154129.98
Dominguez Wealth Management Solutions, Inc. 1,339 153.85
Advisory Services Network, LLC 808 154.70
Bessemer Group Inc 600 153.33
Accurate Wealth Management, LLC 285 159649.12
Align Wealth Management, LLC 225 131982.22
Name Shares PPS
Wells Fargo & Company/mn 534,328 131.98
Susquehanna International Group, Llp 28,951 131.98
Tower Research Capital LLC (TRC) 15,325 132.01
Jane Street Group, Llc 3,949 131.93
Qube Research & Technologies Ltd 3,625 131.86
Brown Advisory Securities, LLC 2,905 132.19
Nauset Wealth Management. LLC 2,500 149.20
GPS Wealth Strategies Group, LLC 2,104 132.13
Credit Suisse Ag/ 2,032 131.89
Ausdal Financial Partners, Inc. 1,902 131.97
Golden State Wealth Management, LLC 1,711 160.14
Breiter Capital Management Inc 1,700 149.41
Householder Group Estate & Retirement Specialist, LLC 1,134 131.39
Cutler Group LP 800
Cutler Group LP 800
Selective Wealth Management, Inc. 746 131.37
Oxler Private Wealth LLC 253 96798.42
Sofos Investments, Inc. 132
MUFG Americas Holdings Corp 132 128.79
Hudock, Inc. 35 114.29
Firethorn Wealth Partners, Llc
Calton & Associates, Inc.
Centaurus Financial, Inc.
Old Mission Capital Llc
Lloyd Advisory Services, LLC.
Assetmark, Inc
Eaton Vance Management
City State Bank
Eqis Capital Management, Inc.
Keystone Wealth Services, LLC
J.w. Cole Advisors, Inc.
Stratos Wealth Partners, LTD.
Verus Capital Partners, Llc
Townsquare Capital Llc
Kowal Investment Group, LLC
1776 Wealth LLC
Raymond James Trust N.a.
Bank Of Nova Scotia
Wetherby Asset Management Inc
Retirement Planning Co of New England, Inc.
Axiom Investment Management LLC
Coastwise Capital Group, LLC
Amplius Wealth Advisors, LLC
Beaird Harris Wealth Management, LLC
WESPAC Advisors SoCal, LLC
Crumly & Associates Inc.
Modera Wealth Management, LLC
Atlas Private Wealth Advisors
Atria Investments Llc
Financial Management Professionals, Inc.
Wedbush Securities Inc
Castle Wealth Management Llc
Seacrest Wealth Management, Llc
Ahrens Investment Partners LLC
Brown Brothers Harriman & Co
Cornerstone Advisory, LLC
Financial Partners Group, Inc
Curi Wealth Management, LLC
Advanced Research Investment Solutions, Llc
Sterling Manor Financial, LLC
Proequities, Inc.
Parallel Advisors, LLC
Wealth Quarterback LLC
Captrust Financial Advisors
Bnp Paribas Arbitrage, Sa
HHM Wealth Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
Stonebridge Financial Planning Group, LLC
PSI Advisors, LLC
Continuum Advisory, LLC
Venture Visionary Partners LLC
Strategic Asset Management, LLC
Total Clarity Wealth Management, Inc.
Allegheny Financial Group LTD
Bullseye Investment Management, LLC
Comerica Securities,inc.
Karp Capital Management Corp
BlackDiamond Wealth Management Inc.
Migdal Insurance & Financial Holdings Ltd.
Vectors Research Management, LLC
TPG Financial Advisors, LLC
Spectrum Wealth Advisory Group, LLC
Nomura Asset Management Co Ltd
CX Institutional
Westside Investment Management, Inc.
Charter Oak Capital Management, LLC
Clearview Wealth Advisors LLC
Spinnaker Trust
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 77,928 0.15 90,652 131.98
Laurel Wealth Advisors, Inc. 35,042 0.14 32,203 131.98
Cambridge Investment Research Advisors, Inc. 31,626 0.16 28,055 131.99
Mml Investors Services, Llc 28,821 0.14 25,358 131.99
IFP Advisors, Inc 18,555 0.16 18,852 142.58
Ancora Advisors, LLC 14,788 0.14 15,180 131.95
Rockefeller Capital Management L.P. 5,883 0.17 5,963 131.98
Baird Financial Group, Inc. 4,370 0.23 4,479 131.95
Signature Securities Group Corporation 4,013 154.25 4,111 131979.81
Integrated Wealth Concepts LLC 2,170 3,832 132.05
Barclays Plc 72 72 138.89
Tyler-Stone Wealth Management 55 55 127.27
Front Row Advisors LLC 15 15 133.33
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 744,770 154.13 618,215 131.98
Wells Fargo & Company/mn 504,667 154.13 534,328 131.98
Bank Of America Corp /de/ 478,466 154.13 397,828 131.98
UBS Group AG 385,966 154.13 340,430 131.98
Royal Bank Of Canada 209,834 154.13 200,907 131.98
Raymond James Financial Services Advisors, Inc. 208,350 154130.18 183,200 131.98
LPL Financial LLC 191,164 154.13 181,316 131.98
Advisor Group Holdings, Inc. 159,221 154.13 155,253 132.00
Raymond James & Associates 149,229 154.13 119,248 131.98
Berger Financial Group, Inc 131,141 154130.00 134,484 131.98
D.a. Davidson & Co. 118,533 154.13 115,470 131.98
J Arnold Wealth Management Co 70,689 154.13 68,326 131.98
Janney Montgomery Scott LLC 58,444 154.13 58,248 131.99
Stifel Financial Corp 50,179 154.13 42,580 131.99
Envestnet Asset Management Inc 49,475 154.14 46,528 131.99
Ameritas Advisory Services, LLC 47,922 154130.00 48,422 131.99
Ameriprise Financial Inc 44,532 154.14 32,636 132.00
Hartford Financial Management Inc. 34,848 154130.11 37,533 131.99
Truist Financial Corp 34,020 154.14 43,429 131.99
Susquehanna International Group, Llp 32,263 154.14 28,951 131.98
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Morgan Stanley 126,555 744,770 154.13 618,215 131.98 20.47
Bank Of America Corp /de/ 80,638 478,466 154.13 397,828 131.98 20.27
UBS Group AG 45,536 385,966 154.13 340,430 131.98 13.38
Raymond James & Associates 29,981 149,229 154.13 119,248 131.98 25.14
Raymond James Financial Services Advisors, Inc. 25,150 208,350 154130.18 183,200 131.98 13.73
GWM Advisors LLC 21,503 24,837 144.10 3,334 131.97 644.96
Citadel Advisors Llc 14,356 25,718 154.13 11,362 132.02 126.35
Ameriprise Financial Inc 11,896 44,532 154.14 32,636 132.00 36.45
Blair William & Co/il 11,426 11,890 154.16 464 131.47 2462.50
LPL Financial LLC 9,848 191,164 154.13 181,316 131.98 5.43
Royal Bank Of Canada 8,927 209,834 154.13 200,907 131.98 4.44
Stifel Financial Corp 7,599 50,179 154.13 42,580 131.99 17.85
Marshall Wace, Llp 6,300 9,400 154.15 3,100 132.26 203.23
WMG Financial Advisors, LLC 6,263 6,263 154130.13 0 0.00
Mutual Advisors, LLC 5,752 5,752 154130.04 0 0.00
Two Sigma Investments, Lp 5,100 7,800 154.10 2,700 131.85 188.89
Koshinski Asset Management, Inc. 5,033 5,033 154.18 0 0.00
Brown Advisory Inc 4,374 12,728 154.15 8,354 132.03 52.36
Arkadios Wealth Advisors 4,023 4,023 154.11 0 0.00
Advisor Group Holdings, Inc. 3,968 159,221 154.13 155,253 132.00 2.56
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Adviser Investments LLC 43,561 16,652 159619.99 60,213 131.98 -72.34
Wells Fargo & Company/mn 29,661 504,667 154.13 534,328 131.98 -5.55
Commonwealth Equity Services, Llc 12,724 77,928 0.15 90,652 131.98 -14.04
Gladstone Institutional Advisory LLC 9,502 4,810 154.05 14,312 131.99 -66.39
Truist Financial Corp 9,409 34,020 154.14 43,429 131.99 -21.67
Harbour Investments, Inc. 6,413 9,146 154.17 15,559 135.55 -41.22
ESG Planning 5,069 3,231 154.13 8,300 131.69 -61.07
Cetera Advisors LLC 4,999 4,559 154.20 9,558 0.10 -52.30
Spire Wealth Management 3,842 155 154.84 3,997 132.10 -96.12
Berger Financial Group, Inc 3,343 131,141 154130.00 134,484 131.98 -2.49
Citigroup Inc 3,008 12,704 154.12 15,712 132.00 -19.14
Hartford Financial Management Inc. 2,685 34,848 154130.11 37,533 131.99 -7.15
Two Sigma Advisers, Lp 2,500 3,200 154.06 5,700 131.93 -43.86
Northwestern Mutual Wealth Management Co 2,230 9,410 154.09 11,640 132.04 -19.16
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2,157 1,403 153.96 3,560 131.74 -60.59
Private Advisor Group, LLC 1,791 11,796 154.12 13,587 131.96 -13.18
Western Wealth Management, LLC 1,681 1,681 154157.64 3,362 132.36 -50.00
Integrated Wealth Concepts LLC 1,662 2,170 3,832 132.05 -43.37
First Republic Investment Management, Inc. 1,521 13,443 154.13 14,964 131.98 -10.16
Great Valley Advisor Group, Inc. 1,407 1,635 154187.16 3,042 132.15 -46.25
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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