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	286	39.00	41.15	39.30
Previous Quarter	311	41.00	41.15	40.10

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	1	98	34	2	16	11
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	1	0	0	3	2	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	4	16	2	8	6
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	100,240	0.00	0.00	0	0.00	0.00
Previous Quarter	100,240	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
Goldman Sachs Group Inc	3,857,578	41.15
Gradient Investments LLC	3,399,682	34.79
Susquehanna International Group, Llp	3,099,800	41.15
Parkwood LLC	3,000,000
Morgan Stanley	2,280,719	41.15
Citigroup Inc	1,899,025	41.15
Susquehanna International Group, Llp	1,728,300	41.15
Citigroup Inc	1,600,000	41.15
Barclays Plc	1,520,634	41.15
Deer Park Road Corp	1,300,000	41.15
Royal Bank Of Canada	1,166,500	41.15
Citigroup Inc	1,100,000	41.15
Jane Street Group, Llc	1,053,000	41.15
Jefferies Group LLC	1,000,000	41.15
Alliancebernstein L.p.	781,228	41.15
UBS Group AG	735,173	41.15
Bank Of America Corp /de/	728,925	41.15
Cutler Group LP	684,200	0.48
Bank Of America Corp /de/	665,000	41.15
Allianz Asset Management GmbH	627,050	41.15

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
Goldman Sachs Group Inc	3,857,578	41.15
Gradient Investments LLC	3,271,001	41.15
Susquehanna International Group, Llp	3,099,800	41.15
Parkwood LLC	3,000,000
Morgan Stanley	2,280,719	41.15
Citigroup Inc	1,899,025	41.15
Susquehanna International Group, Llp	1,728,300	41.15
Citigroup Inc	1,600,000	41.15
Barclays Plc	1,520,634	41.15
Deer Park Road Corp	1,300,000	41.15
Royal Bank Of Canada	1,166,500	41.15
Citigroup Inc	1,100,000	41.15
Jane Street Group, Llc	1,053,000	41.15
Jefferies Group LLC	1,000,000	41.15
Alliancebernstein L.p.	781,228	41.15
UBS Group AG	735,173	41.15
Bank Of America Corp /de/	728,925	41.15
Cutler Group LP	684,200	0.48
Bank Of America Corp /de/	665,000	41.15
Allianz Asset Management GmbH	627,050	41.15

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Stelac Advisory Services LLC	0

Recent Quarter 98 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	3,099,800	41.15
Barclays Plc	1,520,634	41.15
Barclays Plc	1,520,634	41.15
Cutler Group LP	684,200	0.48
Credit Suisse Ag/	543,856	41.15
Hnp Capital Llc	441,451	41.15
Bnp Paribas Arbitrage, Sa	145,037	41.15
Green Harvest Asset Management LLC	105,584	45.29
Citadel Advisors Llc	99,800	41.15
Moors & Cabot, Inc.	25,000	1.00
Boenning & Scattergood, Inc.	5,650	41.06
IFP Advisors, Inc	5,186	46.66
BlackDiamond Wealth Management Inc.	5,041	41.06
Carroll Financial Associates, Inc.	1,300	46.15
Heritage Wealth Management, Llc	224	44.64
Baldwin Brothers Inc/ma	100	40.00
Westside Investment Management, Inc.	76
Toronto Dominion Bank
CLARET ASSET MANAGEMENT Corp
Guidance Point Advisors, LLC
Northern Trust Corp
Cetera Investment Advisers
Walleye Trading LLC
Visionary Wealth Advisors
HAP Trading, LLC
Permanens Capital L.P.
Venturi Wealth Management, LLC
Invictus RG
Arkadios Wealth Advisors
Ubs Oconnor Llc
Harbor Investment Advisory, Llc
Peak Financial Advisors Llc
New York State Common Retirement Fund
Wolverine Trading, Llc
FDx Advisors, Inc.
Weiss Strategic Interval Fund
Formidable Asset Management, LLC
Walleye Trading LLC
Schroder Investment Management Group
Verition Fund Management LLC
Trust Co Of Vermont
Columbus Macro, LLC
Weiss Asset Management LP
Kore Private Wealth LLC
Benjamin F. Edwards & Company, Inc.
Stelac Advisory Services LLC
Bessemer Group Inc
Cwm, Llc
MD Financial Management Inc.
Maven Securities LTD
Sigma Planning Corp
CoreCap Advisors, LLC
Us Bancorp \de\
Advanced Research Investment Solutions, Llc
Roundview Capital LLC
WNY Asset Management, LLC
Qube Research & Technologies Ltd
Wolverine Trading, Llc
Bogart Wealth, LLC
One Charles Private Wealth Services, LLC
Wealthspire Advisors, LLC
Bank of New York Mellon Corp
Level Financial Advisors, Inc.
Kestra Private Wealth Services, Llc
Two Sigma Securities, Llc
Boothbay Fund Management, Llc
Toth Financial Advisory Corp
HAP Trading, LLC
Cordant, Inc.
Gyon Technologies Capital Management, LP
Lakeview Capital Partners, LLC
Nomura Asset Management Co Ltd
Clear Street Markets Llc
Eagle Strategies LLC
IronBridge Private Wealth, LLC
Bailard, Inc.
Keebeck Wealth Management, LLC
Baird Financial Group, Inc.
Plante Moran Financial Advisors, LLC
Telemetry Investments, L.L.C.
Wolverine Trading, Llc
Snowden Capital Advisors LLC
Integrated Advisors Network LLC
GSB Wealth Management, LLC
Eaton Vance Management
FNY Investment Advisers, LLC
Quadrant Capital Group Llc
Harbour Investments, Inc.
RGT Wealth Advisors, LLC
Keel Point, LLC
Retirement Planning Co of New England, Inc.
SOL Capital Management CO
Pekin Hardy Strauss, Inc.
Dorsey & Whitney Trust CO LLC
Two Sigma Investments, Lp
Flagship Harbor Advisors, Llc
Ellis Investment Partners, LLC
Veracity Capital LLC

Recent Quarter 34 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	3,399,682	34.79	3,271,001	41.15
Courier Capital Llc	449,588	34.79	441,451	41.15
Money Design Co.,Ltd.	434,105	34.79	457,557	41.15
Harel Insurance Investments & Financial Services Ltd.	170,974	34.79	172,274	41.15
GFS Advisors, LLC	141,976	34.79	171,918	41.15
Wbh Advisory Inc	80,342	33.38	68,877	38.55
Cambridge Investment Research Advisors, Inc.	72,363	34.80	66,596	41.14
Private Advisor Group, LLC	66,020	34.79	63,688	41.15
Ritholtz Wealth Management	55,964	34.79	58,479	41.14
Capital Investment Counsel, Inc	51,420	34.79	51,645	41.15
Upper Left Wealth Management, LLC	47,939	34.79	51,882	41.63
Bank Julius Baer & Co. Ltd, Zurich	28,240	34.77	26,440	41.15
MAI Capital Management	26,332	34.79	33,769	41.16
Hollencrest Capital Management	26,000	34.81	26,000	41.15
Calton & Associates, Inc.	17,733	34.74	17,578	41.13
Truist Financial Corp	17,495	34.81	8,040	41.17
Commonwealth Equity Services, Llc	11,633	34.73	13,470	41.13
Capital Investment Advisors, LLC	10,004	34.79	10,153	41.17
Koshinski Asset Management, Inc.	9,861		12,358	41.19
Appleton Partners Inc/ma	8,691	34.75	8,691	41.19

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gunma Bank,Ltd.	155,000	34.79	0
TCI Wealth Advisors, Inc.	92	32.61	0

Recent Quarter 16 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Gunma Bank,Ltd.	155,000	155,000	34.79	0		0.00
Gradient Investments LLC	128,681	3,399,682	34.79	3,271,001	41.15	3.93
Wbh Advisory Inc	11,465	80,342	33.38	68,877	38.55	16.65
Truist Financial Corp	9,455	17,495	34.81	8,040	41.17	117.60
Courier Capital Llc	8,137	449,588	34.79	441,451	41.15	1.84
Cambridge Investment Research Advisors, Inc.	5,767	72,363	34.80	66,596	41.14	8.66
Private Advisor Group, LLC	2,332	66,020	34.79	63,688	41.15	3.66
Bank Julius Baer & Co. Ltd, Zurich	1,800	28,240	34.77	26,440	41.15	6.81
Evensky & Katz LLC	156	7,359	34.79	7,203	41.09	2.17
Calton & Associates, Inc.	155	17,733	34.74	17,578	41.13	0.88
TCI Wealth Advisors, Inc.	92	92	32.61	0		0.00
Griffin Asset Management, Inc.	31	7,403	34.85	7,372	41.10	0.42
SOA Wealth Advisors, LLC.	20	951	34.70	931	40.82	2.15
DAVENPORT & Co LLC	17	8,521	34.74	8,504	41.16	0.20
Activest Wealth Management	3	147	34.01	144	41.67	2.08
Allworth Financial LP	3	325	33.85	322	40.37	0.93

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
GFS Advisors, LLC	29,942	141,976	34.79	171,918	41.15	-17.42
Money Design Co.,Ltd.	23,452	434,105	34.79	457,557	41.15	-5.13
MAI Capital Management	7,437	26,332	34.79	33,769	41.16	-22.02
Upper Left Wealth Management, LLC	3,943	47,939	34.79	51,882	41.63	-7.60
Ritholtz Wealth Management	2,515	55,964	34.79	58,479	41.14	-4.30
Koshinski Asset Management, Inc.	2,497	9,861		12,358	41.19	-20.21
Commonwealth Equity Services, Llc	1,837	11,633	34.73	13,470	41.13	-13.64
Harel Insurance Investments & Financial Services Ltd.	1,300	170,974	34.79	172,274	41.15	-0.75
Capital Investment Counsel, Inc	225	51,420	34.79	51,645	41.15	-0.44
Capital Investment Advisors, LLC	149	10,004	34.79	10,153	41.17	-1.47
Capital Investment Advisory Services, LLC	100	5,050	34.85	5,150	41.17	-1.94

Recent Quarter 1 New Institutes added Put Positions

Name	Current Puts
CenterStar Asset Management, LLC	0

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 3 Previous Institutes closed Put Positions

Name	Previous Puts
Two Sigma Investments, Lp	0
Weiss Asset Management LP	0
Boothbay Fund Management, Llc	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0
Walleye Trading LLC	0

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 0 New Institutes added position

Name	Shares	PPS

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Kestra Private Wealth Services, Llc
Baldwin Brothers Inc/ma	100	40.00
Hnp Capital Llc	441,451	41.15
BlackDiamond Wealth Management Inc.	5,041	41.06

Past Week 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Courier Capital Llc	449,588	34.79	441,451	41.15
Harel Insurance Investments & Financial Services Ltd.	170,974	34.79	172,274	41.15
GFS Advisors, LLC	141,976	34.79	171,918	41.15
Capital Investment Counsel, Inc	51,420	34.79	51,645	41.15
Bank Julius Baer & Co. Ltd, Zurich	28,240	34.77	26,440	41.15
MAI Capital Management	26,332	34.79	33,769	41.16
Hollencrest Capital Management	26,000	34.81	26,000	41.15
Truist Financial Corp	17,495	34.81	8,040	41.17
Commonwealth Equity Services, Llc	11,633	34.73	13,470	41.13
DAVENPORT & Co LLC	8,521	34.74	8,504	41.16
Griffin Asset Management, Inc.	7,403	34.85	7,372	41.10
Evensky & Katz LLC	7,359	34.79	7,203	41.09
Capital Investment Advisory Services, LLC	5,050	34.85	5,150	41.17
Spire Wealth Management	1,000	35.00	1,000	41.00
Macroview Investment Management Llc	805	34.78	805	40.99
Investors Research Corp	300	33.33	300	40.00

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gunma Bank,Ltd.	155,000	34.79	0
TCI Wealth Advisors, Inc.	92	32.61	0

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Gunma Bank,Ltd.	155,000	155,000	34.79	0		0.00
Truist Financial Corp	9,455	17,495	34.81	8,040	41.17	117.60
Courier Capital Llc	8,137	449,588	34.79	441,451	41.15	1.84
Bank Julius Baer & Co. Ltd, Zurich	1,800	28,240	34.77	26,440	41.15	6.81
Evensky & Katz LLC	156	7,359	34.79	7,203	41.09	2.17
TCI Wealth Advisors, Inc.	92	92	32.61	0		0.00
Griffin Asset Management, Inc.	31	7,403	34.85	7,372	41.10	0.42
DAVENPORT & Co LLC	17	8,521	34.74	8,504	41.16	0.20

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
GFS Advisors, LLC	29,942	141,976	34.79	171,918	41.15	-17.42
MAI Capital Management	7,437	26,332	34.79	33,769	41.16	-22.02
Commonwealth Equity Services, Llc	1,837	11,633	34.73	13,470	41.13	-13.64
Harel Insurance Investments & Financial Services Ltd.	1,300	170,974	34.79	172,274	41.15	-0.75
Capital Investment Counsel, Inc	225	51,420	34.79	51,645	41.15	-0.44
Capital Investment Advisory Services, LLC	100	5,050	34.85	5,150	41.17	-1.94

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