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 265 36.00 37.44 36.70
Previous Quarter 275 196.00 37.44 40.96

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 42 27 1 11 10
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 2 25 1 11 9
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 4,074,021 37.44
LPL Financial LLC 2,306,587 37.44
Wells Fargo & Company/mn 1,198,644 37.44
Raymond James Financial Services Advisors, Inc. 1,000,683 37.44
Bank Of America Corp /de/ 835,810 37.44
Cetera Advisors LLC 723,917 37.44
Ameriprise Financial Inc 610,645 37.45
Stifel Financial Corp 573,696 37.44
Raymond James & Associates 562,899 37.44
Cambridge Investment Research Advisors, Inc. 529,220 35.22
UBS Group AG 510,543 37.44
Stephens Inc /ar/ 498,856 37.44
Royal Bank Of Canada 446,937 37.44
Advisor Group Holdings, Inc. 404,264 40.55
AE Wealth Management LLC 402,565 37.44
Envestnet Asset Management Inc 379,856 37.44
Janney Montgomery Scott LLC 352,999 37.44
Cowa, Llc 302,972 0.37
HC Advisors, LLC 279,665 37.44
HighTower Advisors, LLC 257,625 37.44

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 4,074,021 37.44
LPL Financial LLC 2,306,587 37.44
Wells Fargo & Company/mn 1,198,644 37.44
Raymond James Financial Services Advisors, Inc. 1,000,683 37.44
Bank Of America Corp /de/ 835,810 37.44
Cetera Advisors LLC 723,917 37.44
Ameriprise Financial Inc 610,645 37.45
Stifel Financial Corp 573,696 37.44
Raymond James & Associates 562,899 37.44
UBS Group AG 510,543 37.44
Stephens Inc /ar/ 498,856 37.44
Royal Bank Of Canada 446,937 37.44
Advisor Group Holdings, Inc. 404,264 40.55
AE Wealth Management LLC 402,565 37.44
Envestnet Asset Management Inc 379,856 37.44
Janney Montgomery Scott LLC 352,999 37.44
Cambridge Investment Research Advisors, Inc. 331,293 37.44
Cowa, Llc 302,972 0.37
HC Advisors, LLC 279,665 37.44
HighTower Advisors, LLC 257,625 37.44

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 1,180 35.59
Worth Asset Management, LLC 197 35.53
Name Shares PPS
Ameritas Investment Corp 30,482 0.03
Mid Atlantic Financial Management Inc/adv 9,212 32.78
IFP Advisors, Inc 4,616 35.75
Herold Advisors, Inc. 2,550 37440.00
West Bancorporation Inc 1,275 37.65
AdvisorNet Financial, Inc 100 40.00
Deutsche Bank Ag\
Synovus Financial Corp
Beck Bode, LLC
Strategic Blueprint, LLC
Ausdal Financial Partners, Inc.
Fsb Premier Wealth Management, Inc.
Sound Income Strategies, LLC
LexAurum Advisors, LLC
Goldman Sachs Group Inc
Antonetti Capital Management LLC
Wagner Wealth Management, Llc
Comprehensive Financial Consultants Institutional, Inc.
Paradigm Financial Partners, Llc
Stonebridge Financial Planning Group, LLC
Barclays Plc
Retirement Planning Co of New England, Inc.
Ahl Investment Management, Inc.
Teamwork Financial Advisors, LLC
Cahill Financial Advisors Inc
Arete Wealth Advisors, LLC
Johnson Bixby & Associates, LLC
Citadel Advisors Llc
Quadrant Capital Group Llc
J Arnold Wealth Management Co
CoreCap Advisors, LLC
StoneX Group Inc.
BEAM Asset Management, LLC
Aurora Private Wealth, Inc.
Hayden Royal, Llc
O'Dell Group, LLC
Kowal Investment Group, LLC
Plante Moran Financial Advisors, LLC
Atlas Private Wealth Advisors
Beacon Pointe Advisors, LLC
Shepherd Kaplan Krochuk, Llc
SRS Capital Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 529,220 35.22 331,293 37.44
Allworth Financial LP 231,317 35.22 231,876 37.44
Private Advisor Group, LLC 137,804 35.22 119,482 37.44
HFG Advisors, Inc. 82,380 35.21 82,506 37.44
Kmg Fiduciary Partners, Llc 47,856 35.21 53,033 37.45
Orion Portfolio Solutions, LLC 47,671 35.22 6,857 37.48
Flagship Harbor Advisors, Llc 38,879 35.21 5,479 37.42
Arkadios Wealth Advisors 31,797 0.03 30,622 0.03
Raymond James Trust N.a. 24,219 35.22 28,942 37.45
Sightline Wealth Advisors, LLC 17,445 35.02 15,565 37.46
Rockland Trust Co 17,180 35.22 27,882 37.44
Koshinski Asset Management, Inc. 17,118 0.06 17,650 37.45
Connecticut Wealth Management, LLC 17,000 35.24 17,000 37.41
RDA Financial Network 12,389 35.19 13,313 37.41
Global Retirement Partners, LLC 9,651 35.23 7,617 38.20
Sterling Investment Management, Inc. 9,245 35.26 10,735 37.35
Old Port Advisors 9,109 35.13 9,109 37.76
Mjp Associates Inc /adv 8,482 35.25 8,425 37.39
ForthRight Wealth Management, LLC 5,966 35.20 5,948 37.49
Pinnacle Bancorp, Inc. 4,730 35.31 4,730 37.42
Name Current Shares Current PPS Previous Shares Previous PPS
PFG Advisors 14,123 58.84 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 197,927 529,220 35.22 331,293 37.44 59.74
Orion Portfolio Solutions, LLC 40,814 47,671 35.22 6,857 37.48 595.22
Flagship Harbor Advisors, Llc 33,400 38,879 35.21 5,479 37.42 609.60
Private Advisor Group, LLC 18,322 137,804 35.22 119,482 37.44 15.33
PFG Advisors 14,123 14,123 58.84 0 0.00
Global Retirement Partners, LLC 2,034 9,651 35.23 7,617 38.20 26.70
Sightline Wealth Advisors, LLC 1,880 17,445 35.02 15,565 37.46 12.08
Arkadios Wealth Advisors 1,175 31,797 0.03 30,622 0.03 3.84
Mjp Associates Inc /adv 57 8,482 35.25 8,425 37.39 0.68
ForthRight Wealth Management, LLC 18 5,966 35.20 5,948 37.49 0.30
Sugarloaf Wealth Management, LLC 1 995 35.18 994 37.22 0.10
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Rockland Trust Co 10,702 17,180 35.22 27,882 37.44 -38.38
Kmg Fiduciary Partners, Llc 5,177 47,856 35.21 53,033 37.45 -9.76
Raymond James Trust N.a. 4,723 24,219 35.22 28,942 37.45 -16.32
Newbridge Financial Services Group, Inc. 2,600 2,400 35.42 5,000 37.40 -52.00
Country Trust Bank 1,587 7,980 9,567 -16.59
Sterling Investment Management, Inc. 1,490 9,245 35.26 10,735 37.35 -13.88
RDA Financial Network 924 12,389 35.19 13,313 37.41 -6.94
Allworth Financial LP 559 231,317 35.22 231,876 37.44 -0.24
Koshinski Asset Management, Inc. 532 17,118 0.06 17,650 37.45 -3.01
HFG Advisors, Inc. 126 82,380 35.21 82,506 37.44 -0.15
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
ACG Wealth 1,180 35.59
Name Shares PPS
West Bancorporation Inc 1,275 37.65
Herold Advisors, Inc. 2,550 37440.00
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 529,220 35.22 331,293 37.44
Allworth Financial LP 231,317 35.22 231,876 37.44
Private Advisor Group, LLC 137,804 35.22 119,482 37.44
HFG Advisors, Inc. 82,380 35.21 82,506 37.44
Kmg Fiduciary Partners, Llc 47,856 35.21 53,033 37.45
Orion Portfolio Solutions, LLC 47,671 35.22 6,857 37.48
Flagship Harbor Advisors, Llc 38,879 35.21 5,479 37.42
Arkadios Wealth Advisors 31,797 0.03 30,622 0.03
Raymond James Trust N.a. 24,219 35.22 28,942 37.45
Sightline Wealth Advisors, LLC 17,445 35.02 15,565 37.46
Rockland Trust Co 17,180 35.22 27,882 37.44
Koshinski Asset Management, Inc. 17,118 0.06 17,650 37.45
Connecticut Wealth Management, LLC 17,000 35.24 17,000 37.41
RDA Financial Network 12,389 35.19 13,313 37.41
Global Retirement Partners, LLC 9,651 35.23 7,617 38.20
Mjp Associates Inc /adv 8,482 35.25 8,425 37.39
ForthRight Wealth Management, LLC 5,966 35.20 5,948 37.49
Pinnacle Bancorp, Inc. 4,730 35.31 4,730 37.42
Newbridge Financial Services Group, Inc. 2,400 35.42 5,000 37.40
First Financial Corp /in/ 1,875 35.20 1,875 37.33
BerganKDV Wealth Management, LLC 1,470 35.37 1,470 37.41
Wolff Wiese Magana Llc 1,135 35.24 1,135 37.00
Sugarloaf Wealth Management, LLC 995 35.18 994 37.22
Dividend Asset Capital, Llc 700 35.71 700 37.14
Gradient Investments LLC 232 34.48 232 38.79
Name Current Shares Current PPS Previous Shares Previous PPS
PFG Advisors 14,123 58.84 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 197,927 529,220 35.22 331,293 37.44 59.74
Orion Portfolio Solutions, LLC 40,814 47,671 35.22 6,857 37.48 595.22
Flagship Harbor Advisors, Llc 33,400 38,879 35.21 5,479 37.42 609.60
Private Advisor Group, LLC 18,322 137,804 35.22 119,482 37.44 15.33
PFG Advisors 14,123 14,123 58.84 0 0.00
Global Retirement Partners, LLC 2,034 9,651 35.23 7,617 38.20 26.70
Sightline Wealth Advisors, LLC 1,880 17,445 35.02 15,565 37.46 12.08
Arkadios Wealth Advisors 1,175 31,797 0.03 30,622 0.03 3.84
Mjp Associates Inc /adv 57 8,482 35.25 8,425 37.39 0.68
ForthRight Wealth Management, LLC 18 5,966 35.20 5,948 37.49 0.30
Sugarloaf Wealth Management, LLC 1 995 35.18 994 37.22 0.10
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Rockland Trust Co 10,702 17,180 35.22 27,882 37.44 -38.38
Kmg Fiduciary Partners, Llc 5,177 47,856 35.21 53,033 37.45 -9.76
Raymond James Trust N.a. 4,723 24,219 35.22 28,942 37.45 -16.32
Newbridge Financial Services Group, Inc. 2,600 2,400 35.42 5,000 37.40 -52.00
Country Trust Bank 1,587 7,980 9,567 -16.59
RDA Financial Network 924 12,389 35.19 13,313 37.41 -6.94
Allworth Financial LP 559 231,317 35.22 231,876 37.44 -0.24
Koshinski Asset Management, Inc. 532 17,118 0.06 17,650 37.45 -3.01
HFG Advisors, Inc. 126 82,380 35.21 82,506 37.44 -0.15
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