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 165 223.00 24.38 58.26
Previous Quarter 170 222.00 24.39 58.79

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 7 39 19 5 10 9
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 4 5 8 2 3 4
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 3,103,563 24.39
UBS Group AG 1,254,640 24.39
Wells Fargo & Company/mn 786,969 24.39
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 767,600 24.39
Commonwealth Equity Services, Llc 545,386 21.91
LPL Financial LLC 503,680 24.39
Madison Asset Management, LLC 456,414 24.39
Raymond James Financial Services Advisors, Inc. 398,163 24.39
Bank Of America Corp /de/ 361,354 24.39
Clark Capital Management Group, Inc. 331,335 24.39
Raymond James & Associates 242,760 24.39
Grand Central Investment Group 231,008 21.91
Envestnet Asset Management Inc 223,221 24.39
Baird Financial Group, Inc. 218,064 24.39
Benjamin F. Edwards & Company, Inc. 178,539 24.39
Great Valley Advisor Group, Inc. 177,604 21.91
Cetera Advisor Networks LLC 171,534 24.39
SMI Advisory Services, LLC 165,516 24.39
CIBC World Markets Inc. 158,854 24.39
DALT - Anfield Capital Diversified Alternatives ETF 152,921 24.18

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 3,103,563 24.39
UBS Group AG 1,254,640 24.39
Wells Fargo & Company/mn 786,969 24.39
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 767,600 24.39
Commonwealth Equity Services, Llc 563,734 24.39
LPL Financial LLC 503,680 24.39
Madison Asset Management, LLC 456,414 24.39
Raymond James Financial Services Advisors, Inc. 398,163 24.39
Bank Of America Corp /de/ 361,354 24.39
Clark Capital Management Group, Inc. 331,335 24.39
Raymond James & Associates 242,760 24.39
Envestnet Asset Management Inc 223,221 24.39
Grand Central Investment Group 220,462 24.39
Baird Financial Group, Inc. 218,064 24.39
SMIFX - Sound Mind Investing Fund 197,020 19.44
Cambridge Investment Research Advisors, Inc. 191,108 24.39
Benjamin F. Edwards & Company, Inc. 178,539 24.39
Cetera Advisor Networks LLC 171,534 24.39
SMI Advisory Services, LLC 165,516 24.39
CIBC World Markets Inc. 158,854 24.39

 

Recent Quarter Analysis

Name Shares PPS
Fulcrum Equity Management 107,796 21.91
Flagship Harbor Advisors, Llc 44,029 21.92
Western Wealth Management, LLC 32,020 21.92
Strategy Asset Managers Llc 18,432 21.92
Veracity Capital LLC 10,615 21.95
North Star Investment Management Corp. 2,466 21.90
Allworth Financial LP 1,675 22.09
Name Shares PPS
Susquehanna International Group, Llp 42,500 24.40
Calton & Associates, Inc. 23,196 24.36
Citadel Advisors Llc 21,700 24.38
South Shore Capital Advisors 14,000 24.36
SOL Capital Management CO 9,000 24.44
Hollencrest Capital Management 8,578 24.36
Secure Asset Management, LLC 8,538 24.36
Spire Wealth Management 923 24.92
IFP Advisors, Inc 816 17.16
Koshinski Asset Management, Inc. 100 20.00
Intrua Financial, LLC
qPULA Trading Management LP
J Arnold Wealth Management Co
U S Global Investors Inc
Mark Asset Management Lp
Financial Sense Advisors, Inc.
Barnett & Company, Inc.
Axiom Investment Management LLC
Truist Financial Corp
NAVAX - Navigator Equity Hedged Fund Class A Shares
Key Client Fiduciary Advisors, LLC
Barclays Plc
Insight Advisors, LLC/ PA
Wolverine Trading, Llc
Penserra Capital Management LLC
Liberty Wealth Management Llc
SOUTH STATE Corp
Blueshift Asset Management, LLC
Amplius Wealth Advisors, LLC
Advisory Services Network, LLC
Citigroup Inc
GWM Advisors LLC
State of Wyoming
PEAK6 Investments LLC
Sigma Planning Corp
Goldstream Capital Management Ltd
Arkadios Wealth Advisors
Credit Suisse Ag/
Brendel Financial Advisors LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 545,386 21.91 563,734 24.39
Grand Central Investment Group 231,008 21.91 220,462 24.39
Great Valley Advisor Group, Inc. 177,604 21.91 64,388 24.38
Cambridge Investment Research Advisors, Inc. 130,496 21.91 191,108 24.39
PCG Wealth Advisors, LLC 111,133 21.91 99,765 24.39
SFG Wealth Management, LLC. 60,019 21.91 124,629 24.39
Foundations Investment Advisors, LLC 56,792 20.41 51,194 26.27
Private Advisor Group, LLC 43,422 21.90 29,144 24.40
Claraphi Advisory Network, LLC 29,889 21.91 29,899 24.38
Paragon Private Wealth Management, LLC 21,473 21.89 20,380 29.83
Tompkins Financial Corp 13,960 21.92 13,960 24.36
Geneos Wealth Management Inc. 12,682 22.00 15,382 24.38
Worth Asset Management, LLC 4,840 21.90 3,110 23.47
Global Retirement Partners, LLC 1,147 21.80 1,142 26.27
HighMark Wealth Management LLC 1,000 22.00 1,000 24.00
Macroview Investment Management Llc 800 22.50 800 25.00
Global Trust Asset Management, LLC 240 20.83 240 25.00
Money Concepts Capital Corp 130 23.08 4,420 24.43
Exane Derivatives 3 7,603 24.33
Name Current Shares Current PPS Previous Shares Previous PPS
DALT - Anfield Capital Diversified Alternatives ETF 152,921 24.18 138,772 19.44
SMIFX - Sound Mind Investing Fund 121,720 24.18 197,020 19.44
Stratos Wealth Partners, LTD. 58,781 21.91 0
SMILX - SMI 50/40/10 Fund 35,180 24.19 44,030 19.44
Charter Oak Capital Management, LLC 389 23.14 389 17.99
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Great Valley Advisor Group, Inc. 113,216 177,604 21.91 64,388 24.38 175.83
Stratos Wealth Partners, LTD. 58,781 58,781 21.91 0 0.00
Private Advisor Group, LLC 14,278 43,422 21.90 29,144 24.40 48.99
DALT - Anfield Capital Diversified Alternatives ETF 14,149 152,921 24.18 138,772 19.44 10.20
PCG Wealth Advisors, LLC 11,368 111,133 21.91 99,765 24.39 11.39
Grand Central Investment Group 10,546 231,008 21.91 220,462 24.39 4.78
Foundations Investment Advisors, LLC 5,598 56,792 20.41 51,194 26.27 10.93
Worth Asset Management, LLC 1,730 4,840 21.90 3,110 23.47 55.63
Paragon Private Wealth Management, LLC 1,093 21,473 21.89 20,380 29.83 5.36
Global Retirement Partners, LLC 5 1,147 21.80 1,142 26.27 0.44
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
SMIFX - Sound Mind Investing Fund 75,300 121,720 24.18 197,020 19.44 -38.22
SFG Wealth Management, LLC. 64,610 60,019 21.91 124,629 24.39 -51.84
Cambridge Investment Research Advisors, Inc. 60,612 130,496 21.91 191,108 24.39 -31.72
Commonwealth Equity Services, Llc 18,348 545,386 21.91 563,734 24.39 -3.25
SMILX - SMI 50/40/10 Fund 8,850 35,180 24.19 44,030 19.44 -20.10
Exane Derivatives 7,600 3 7,603 24.33 -99.96
Money Concepts Capital Corp 4,290 130 23.08 4,420 24.43 -97.06
Geneos Wealth Management Inc. 2,700 12,682 22.00 15,382 24.38 -17.55
Claraphi Advisory Network, LLC 10 29,889 21.91 29,899 24.38 -0.03
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
PEAK6 Investments LLC 0
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
Fulcrum Equity Management 107,796 21.91
Western Wealth Management, LLC 32,020 21.92
Veracity Capital LLC 10,615 21.95
North Star Investment Management Corp. 2,466 21.90
Name Shares PPS
Spire Wealth Management 923 24.92
SOL Capital Management CO 9,000 24.44
Secure Asset Management, LLC 8,538 24.36
South Shore Capital Advisors 14,000 24.36
Hollencrest Capital Management 8,578 24.36
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 545,386 21.91 563,734 24.39
Great Valley Advisor Group, Inc. 177,604 21.91 64,388 24.38
Claraphi Advisory Network, LLC 29,889 21.91 29,899 24.38
Paragon Private Wealth Management, LLC 21,473 21.89 20,380 29.83
Geneos Wealth Management Inc. 12,682 22.00 15,382 24.38
HighMark Wealth Management LLC 1,000 22.00 1,000 24.00
Macroview Investment Management Llc 800 22.50 800 25.00
Money Concepts Capital Corp 130 23.08 4,420 24.43
Name Current Shares Current PPS Previous Shares Previous PPS
Stratos Wealth Partners, LTD. 58,781 21.91 0
Charter Oak Capital Management, LLC 389 23.14 389 17.99
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Great Valley Advisor Group, Inc. 113,216 177,604 21.91 64,388 24.38 175.83
Stratos Wealth Partners, LTD. 58,781 58,781 21.91 0 0.00
Paragon Private Wealth Management, LLC 1,093 21,473 21.89 20,380 29.83 5.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 18,348 545,386 21.91 563,734 24.39 -3.25
Money Concepts Capital Corp 4,290 130 23.08 4,420 24.43 -97.06
Geneos Wealth Management Inc. 2,700 12,682 22.00 15,382 24.38 -17.55
Claraphi Advisory Network, LLC 10 29,889 21.91 29,899 24.38 -0.03
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