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	233	76.00	79.07	76.93
Previous Quarter	246	79.00	79.08	78.73

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	3	79	22	0	9	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	1	5	13	0	8	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	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
Lido Advisors, LLC	1,017,322	79.08
Charles Schwab Investment Management Inc	506,531	79.08
Wells Fargo & Company/mn	190,073	79.08
Commonwealth Equity Services, Llc	189,931	58.89
Bank Of America Corp /de/	137,659	79.08
Susquehanna International Group, Llp	129,288	79.08
LPL Financial LLC	123,355	79.08
Truist Financial Corp	114,354	58.89
Monumental Financial Group Inc.	110,715	79.08
Connectus Wealth, LLC	96,493	88.36
Thrivent Financial For Lutherans	94,499	79.08
HighTower Advisors, LLC	76,984	79.22
Kestra Advisory Services, LLC	73,983	0.08
Raymond James Financial Services Advisors, Inc.	73,131	79.08
Mariner, LLC	69,396	79.08
55i, Llc	69,095	79.08
Prudential Financial Inc	67,084	79.08
AE Wealth Management LLC	66,106	79.09
TBH Global Asset Management, LLC	62,738	79.07
Mercer Global Advisors Inc /adv	60,017	79.08

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
Lido Advisors, LLC	1,017,322	79.08
Charles Schwab Investment Management Inc	506,531	79.08
Wells Fargo & Company/mn	190,073	79.08
Commonwealth Equity Services, Llc	171,545	79.08
Bank Of America Corp /de/	137,659	79.08
Susquehanna International Group, Llp	129,288	79.08
LPL Financial LLC	123,355	79.08
Monumental Financial Group Inc.	110,715	79.08
Connectus Wealth, LLC	96,493	88.36
Thrivent Financial For Lutherans	94,499	79.08
NorthCoast Asset Management LLC	94,061	80.33
Truist Financial Corp	91,812	79.07
HighTower Advisors, LLC	76,984	79.22
Kestra Advisory Services, LLC	73,983	0.08
Raymond James Financial Services Advisors, Inc.	73,131	79.08
Mariner, LLC	69,396	79.08
55i, Llc	69,095	79.08
Prudential Financial Inc	67,084	79.08
AE Wealth Management LLC	66,106	79.09
Cambridge Investment Research Advisors, Inc.	64,187	79.08

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Win Advisors, Inc	26,250	60.00
Covington Capital Management	200	60.00
ACG Wealth	17	58.82

Recent Quarter 79 Institutes closed out their positions

Name	Shares	PPS
NorthCoast Asset Management LLC	94,061	80.33
Fma Advisory Inc	52,825	80.27
Money Concepts Capital Corp	33,187	79.07
Citadel Advisors Llc	21,000	79.10
Ameritas Investment Corp	17,625	0.06
Mid Atlantic Financial Management Inc/adv	13,045	80.26
Investment Advisory Group, LLC	6,115	78.99
Professional Planning	5,654	80.12
Sequent Asset Management, LLC	5,397	79.12
Harbor Financial Services, Llc	4,554	80.37
Stratos Wealth Partners, LTD.	4,394	78.97
Advisory Alpha, LLC	3,356	78.96
Demars Financial Group, LLC	3,082	79.17
Arkadios Wealth Advisors	2,619
Investmark Advisory Group LLC	426	86.85
Koshinski Asset Management, Inc.	426	79.81
IFP Advisors, Inc	237	88.61
SOA Wealth Advisors, LLC.	158	75.95
Independence Bank of Kentucky	76	78.95
Baldwin Brothers Inc/ma	65	76.92
AdvisorNet Financial, Inc	28	71.43
BerganKDV Wealth Management, LLC	6
Cahill Financial Advisors Inc
Eaton Vance Management
Galvin, Gaustad & Stein, LLC
CoreCap Advisors, LLC
Q3 Asset Management
J Arnold Wealth Management Co
Ironwood Financial, llc
Stephens Inc /ar/
Rainey & Randall Investment Management Inc.
Coastal Investment Advisors, Inc.
IronBridge Private Wealth, LLC
Renaissance Technologies Llc
RPG Investment Advisory, LLC
Confluence Wealth Services, Inc.
Beck Capital Management, Llc
Pacitti Group Inc.
Mission Wealth Management, Lp
Qube Research & Technologies Ltd
Vicus Capital
Avantax Advisory Services, Inc.
Canton Hathaway, LLC
Jane Street Group, Llc
Paradigm Financial Partners, Llc
Colonial Trust Advisors
Smith Shellnut Wilson Llc /adv
Mv Capital Management, Inc.
Newbridge Financial Services Group, Inc.
Enterprise Financial Services Corp
Empowered Funds, LLC
Montag A & Associates Inc
Strategic Blueprint, LLC
Kore Private Wealth LLC
Stone House Investment Management, LLC
Old Mission Capital Llc
Elk River Wealth Management, LLC
Sound View Wealth Advisors Group, LLC
Capital Asset Advisory Services LLC
Stonebridge Financial Planning Group, LLC
Cornerstone Advisory, LLC
PFG Advisors
Adviser Investments LLC
Kcm Investment Advisors Llc
Court Place Advisors, LLC
Huntington National Bank
HBW Advisory Services LLC
Ibex Wealth Advisors
Deutsche Bank Ag\
Fulcrum Equity Management
Total Clarity Wealth Management, Inc.
Grandfield & Dodd, Llc
Jpmorgan Chase & Co
Princeton Global Asset Management LLC
SkyView Investment Advisors, LLC
Mutual Advisors, LLC
Gladstone Institutional Advisory LLC
ProVise Management Group, LLC
Summit Place Financial Advisors, LLC

Recent Quarter 22 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	189,931	58.89	171,545	79.08
Truist Financial Corp	114,354	58.89	91,812	79.07
Cambridge Investment Research Advisors, Inc.	59,686	58.89	64,187	79.08
Brookstone Capital Management	43,602	62.68	60,075	75.42
Spire Wealth Management	12,688	58.87	14,651	79.11
Lynch & Associates/in	11,966	58.92	11,962	79.08
Southern Capital Advisors, Llc	8,841	58.93	3,258	79.19
Pinnacle Private Wealth, LLC	7,464	58.95	7,484	79.10
Charter Oak Capital Management, LLC	5,684	58.94	2,952	88.41
Loveless Wealth Management LLC	4,625	58.81	4,495	78.98
Investors Research Corp	4,442	58.98	3,207	79.20
Hall Capital Management Co Inc	3,995	58.82	9,507	79.10
Harbor Investment Advisory, Llc	3,928	58.81	3,826	79.19
Rosenberg Matthew Hamilton	2,657	59.84	2,657	79.04
Global Trust Asset Management, LLC	1,763	58.99	4,650	79.14
Capital Investment Advisory Services, LLC	1,565	58.79	1,565	79.23
Sandy Spring Bank	588	59.52	587	80.07
Geneos Wealth Management Inc.	458	58.95	458	78.60
Magnolia Capital Management Ltd	195	56.41	195	76.92
Element Wealth, LLC	185	59.46	185	81.08

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Truist Financial Corp	22,542	114,354	58.89	91,812	79.07	24.55
Commonwealth Equity Services, Llc	18,386	189,931	58.89	171,545	79.08	10.72
Southern Capital Advisors, Llc	5,583	8,841	58.93	3,258	79.19	171.36
Charter Oak Capital Management, LLC	2,732	5,684	58.94	2,952	88.41	92.55
Investors Research Corp	1,235	4,442	58.98	3,207	79.20	38.51
Loveless Wealth Management LLC	130	4,625	58.81	4,495	78.98	2.89
Harbor Investment Advisory, Llc	102	3,928	58.81	3,826	79.19	2.67
Lynch & Associates/in	4	11,966	58.92	11,962	79.08	0.03
Sandy Spring Bank	1	588	59.52	587	80.07	0.17

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	16,473	43,602	62.68	60,075	75.42	-27.42
Hall Capital Management Co Inc	5,512	3,995	58.82	9,507	79.10	-57.98
Cambridge Investment Research Advisors, Inc.	4,501	59,686	58.89	64,187	79.08	-7.01
Global Trust Asset Management, LLC	2,887	1,763	58.99	4,650	79.14	-62.09
Spire Wealth Management	1,963	12,688	58.87	14,651	79.11	-13.40
Gradient Investments LLC	32	97	61.86	129	77.52	-24.81
Pinnacle Private Wealth, LLC	20	7,464	58.95	7,484	79.10	-0.27

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 1 New Institutes added position

Name	Shares	PPS
Win Advisors, Inc	26,250	60.00

Past Week 5 Institutes closed out their positions

Name	Shares	PPS
Money Concepts Capital Corp	33,187	79.07
Investment Advisory Group, LLC	6,115	78.99
Demars Financial Group, LLC	3,082	79.17
Baldwin Brothers Inc/ma	65	76.92
Stratos Wealth Partners, LTD.	4,394	78.97

Past Week 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	189,931	58.89	171,545	79.08
Truist Financial Corp	114,354	58.89	91,812	79.07
Spire Wealth Management	12,688	58.87	14,651	79.11
Southern Capital Advisors, Llc	8,841	58.93	3,258	79.19
Charter Oak Capital Management, LLC	5,684	58.94	2,952	88.41
Loveless Wealth Management LLC	4,625	58.81	4,495	78.98
Investors Research Corp	4,442	58.98	3,207	79.20
Hall Capital Management Co Inc	3,995	58.82	9,507	79.10
Harbor Investment Advisory, Llc	3,928	58.81	3,826	79.19
Capital Investment Advisory Services, LLC	1,565	58.79	1,565	79.23
Sandy Spring Bank	588	59.52	587	80.07
Geneos Wealth Management Inc.	458	58.95	458	78.60
Element Wealth, LLC	185	59.46	185	81.08

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Truist Financial Corp	22,542	114,354	58.89	91,812	79.07	24.55
Commonwealth Equity Services, Llc	18,386	189,931	58.89	171,545	79.08	10.72
Southern Capital Advisors, Llc	5,583	8,841	58.93	3,258	79.19	171.36
Charter Oak Capital Management, LLC	2,732	5,684	58.94	2,952	88.41	92.55
Investors Research Corp	1,235	4,442	58.98	3,207	79.20	38.51
Loveless Wealth Management LLC	130	4,625	58.81	4,495	78.98	2.89
Harbor Investment Advisory, Llc	102	3,928	58.81	3,826	79.19	2.67
Sandy Spring Bank	1	588	59.52	587	80.07	0.17

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Hall Capital Management Co Inc	5,512	3,995	58.82	9,507	79.10	-57.98
Spire Wealth Management	1,963	12,688	58.87	14,651	79.11	-13.40

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