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 153 44.00 45.48 45.28
Previous Quarter 162 46.00 45.48 45.78

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 2 54 10 0 3 4
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 4 8 0 2 3
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
Charles Schwab Investment Management Inc 2,225,151 45.48
Lido Advisors, LLC 1,237,509 45.48
Wells Fargo & Company/mn 427,344 45.48
Full Sail Capital, LLC 376,297 45.48
Commonwealth Equity Services, Llc 172,245 45.48
LPL Financial LLC 119,936 45.48
Stifel Financial Corp 119,046 45.48
Crumly & Associates Inc. 106,929 45.48
Connectus Wealth, LLC 100,547 51.41
Morgan Stanley 96,525 45.48
SFI Advisors, LLC 81,255 45.47
UBS Group AG 73,135 45.48
Goldman Sachs Group Inc 72,248 45.48
Mechanics Bank Trust Department 69,342 35.61
Demars Financial Group, LLC 69,087 45.48
Cambridge Investment Research Advisors, Inc. 67,155 35.60
Bank Of America Corp /de/ 63,763 45.47
55i, Llc 62,918 45.49
Lincoln National Corp 60,345 45.49
Claudia M.p. Batlle, Crp (r) Llc 57,806 45.48

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
Charles Schwab Investment Management Inc 2,225,151 45.48
Lido Advisors, LLC 1,237,509 45.48
Wells Fargo & Company/mn 427,344 45.48
Full Sail Capital, LLC 376,297 45.48
Commonwealth Equity Services, Llc 172,245 45.48
LPL Financial LLC 119,936 45.48
Stifel Financial Corp 119,046 45.48
Crumly & Associates Inc. 106,929 45.48
Connectus Wealth, LLC 100,547 51.41
NorthCoast Asset Management LLC 100,146 53.45
Morgan Stanley 96,525 45.48
SFI Advisors, LLC 81,255 45.47
UBS Group AG 73,135 45.48
Goldman Sachs Group Inc 72,248 45.48
Demars Financial Group, LLC 69,087 45.48
Mechanics Bank Trust Department 69,000 45.48
Cambridge Investment Research Advisors, Inc. 66,825 45.48
Bank Of America Corp /de/ 63,763 45.47
55i, Llc 62,918 45.49
Lincoln National Corp 60,345 45.49

 

Recent Quarter Analysis

Name Shares PPS
Covington Capital Management 300 36.67
Gradient Investments LLC 11
Name Shares PPS
NorthCoast Asset Management LLC 100,146 53.45
Fma Advisory Inc 41,848 53.41
CLACX - CLS Global Aggressive Equity Fund Class N Shares 19,000 53.63
Mid Atlantic Financial Management Inc/adv 18,204 53.39
ACMAX - Absolute Capital Defender Fund Class A Shares 17,200 53.43
AAMAX - Absolute Capital Asset Allocator Fund Class A Shares 16,900 53.43
Boenning & Scattergood, Inc. 4,812 45.51
Carroll Financial Associates, Inc. 901 51.05
IFP Advisors, Inc 151 52.98
Investmark Advisory Group LLC 145 48.28
Newbridge Financial Services Group, Inc. 139 43.17
BerganKDV Wealth Management, LLC 45 44.44
PFG Advisors
Avantax Advisory Services, Inc.
Beaumont Financial Partners, LLC
Fermata Advisors, LLC
Venturi Wealth Management, LLC
RPG Investment Advisory, LLC
Elk River Wealth Management, LLC
Laurel Wealth Advisors, Inc.
Eaton Vance Management
Mml Investors Services, Llc
Mutual Advisors, LLC
CoreCap Advisors, LLC
First Horizon Advisors, Inc.
Blair William & Co/il
Ironwood Financial, llc
Ahrens Investment Partners LLC
Cetera Investment Advisers
BOK Financial Private Wealth, Inc.
Old Mission Capital Llc
Geneos Wealth Management Inc.
Fulcrum Equity Management
Reilly Financial Advisors, Llc
Arkadios Wealth Advisors
Capital Asset Advisory Services LLC
Canton Hathaway, LLC
Marshall Wace, Llp
Confluence Wealth Services, Inc.
Citadel Advisors Llc
Spire Wealth Management
NSI Retail Advisors, LLC
Barclays Plc
Adviser Investments LLC
Kcm Investment Advisors Llc
Stephens Inc /ar/
Beaumont Capital Management, LLC
Proequities, Inc.
Thrivent Financial For Lutherans
Cullen/frost Bankers, Inc.
Red Door Wealth Management, LLC
Fifth Third Securities, Inc.
GWM Advisors LLC
Brinker Capital Investments, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Mechanics Bank Trust Department 69,342 35.61 69,000 45.48
Cambridge Investment Research Advisors, Inc. 67,155 35.60 66,825 45.48
Lynch & Associates/in 18,168 35.61 17,802 45.50
Atlas Brown,Inc. 16,498 35.58 18,414 45.45
ACG Wealth 4,474 35.54 4,577 45.44
Rosenberg Matthew Hamilton 3,324 36.10 3,324 45.43
Independence Bank of Kentucky 2,385 35.64 2,575 45.44
Allworth Financial LP 486 34.98 486 45.27
Webster Bank, N. A. 294 34.01 294 44.22
Mascoma Wealth Management LLC 185 37.84 1,735 45.53
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Lynch & Associates/in 366 18,168 35.61 17,802 45.50 2.06
Mechanics Bank Trust Department 342 69,342 35.61 69,000 45.48 0.50
Cambridge Investment Research Advisors, Inc. 330 67,155 35.60 66,825 45.48 0.49
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Atlas Brown,Inc. 1,916 16,498 35.58 18,414 45.45 -10.41
Mascoma Wealth Management LLC 1,550 185 37.84 1,735 45.53 -89.34
Independence Bank of Kentucky 190 2,385 35.64 2,575 45.44 -7.38
ACG Wealth 103 4,474 35.54 4,577 45.44 -2.25
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
Gradient Investments LLC 11
Name Shares PPS
BerganKDV Wealth Management, LLC 45 44.44
Newbridge Financial Services Group, Inc. 139 43.17
Boenning & Scattergood, Inc. 4,812 45.51
Investmark Advisory Group LLC 145 48.28
Name Current Shares Current PPS Previous Shares Previous PPS
Mechanics Bank Trust Department 69,342 35.61 69,000 45.48
Cambridge Investment Research Advisors, Inc. 67,155 35.60 66,825 45.48
Atlas Brown,Inc. 16,498 35.58 18,414 45.45
ACG Wealth 4,474 35.54 4,577 45.44
Rosenberg Matthew Hamilton 3,324 36.10 3,324 45.43
Allworth Financial LP 486 34.98 486 45.27
Webster Bank, N. A. 294 34.01 294 44.22
Mascoma Wealth Management LLC 185 37.84 1,735 45.53
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Mechanics Bank Trust Department 342 69,342 35.61 69,000 45.48 0.50
Cambridge Investment Research Advisors, Inc. 330 67,155 35.60 66,825 45.48 0.49
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Atlas Brown,Inc. 1,916 16,498 35.58 18,414 45.45 -10.41
Mascoma Wealth Management LLC 1,550 185 37.84 1,735 45.53 -89.34
ACG Wealth 103 4,474 35.54 4,577 45.44 -2.25
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 Percent Decrease
Name