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 317 63.00 65.64 63.31
Previous Quarter 328 310.00 65.66 64.55

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 8 69 54 1 24 17
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 3 4 30 0 17 5
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 3,872,704 65.66
Lido Advisors, LLC 1,319,847 65.66
Clal Insurance Enterprises Holdings Ltd 1,090,000 65.66
Commonwealth Equity Services, Llc 723,164 60.67
Adviser Investments LLC 699,702 60.67
Full Sail Capital, LLC 573,583 65.66
Advisor Group Holdings, Inc. 316,373 64.85
LPL Financial LLC 311,813 65.66
Harbour Investments, Inc. 308,710 68.66
Lebenthal Global Advisors, LLC 294,173 65.66
Kestra Advisory Services, LLC 214,008 0.07
Envestnet Asset Management Inc 207,880 65.66
Beaumont Financial Partners, LLC 192,635 65.66
Ameriprise Financial Inc 190,112 65.71
Eagle Capital Management, LLC 175,486 65.66
Bank Of America Corp /de/ 175,440 65.66
Wells Fargo & Company/mn 166,975 65.66
Barry Investment Advisors, LLC 156,682 65.66
Cambridge Investment Research Advisors, Inc. 151,101 60.67
Morgan Stanley 135,795 65.67

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 3,872,704 65.66
Lido Advisors, LLC 1,319,847 65.66
Clal Insurance Enterprises Holdings Ltd 1,090,000 65.66
Adviser Investments LLC 765,314 65.66
Full Sail Capital, LLC 573,583 65.66
Commonwealth Equity Services, Llc 567,998 65.66
Advisor Group Holdings, Inc. 316,373 64.85
LPL Financial LLC 311,813 65.66
Harbour Investments, Inc. 308,710 68.66
Lebenthal Global Advisors, LLC 294,173 65.66
Kestra Advisory Services, LLC 214,008 0.07
Envestnet Asset Management Inc 207,880 65.66
Beaumont Financial Partners, LLC 192,635 65.66
Ameriprise Financial Inc 190,112 65.71
Eagle Capital Management, LLC 175,486 65.66
Bank Of America Corp /de/ 175,440 65.66
Wells Fargo & Company/mn 166,975 65.66
Barry Investment Advisors, LLC 156,682 65.66
Cambridge Investment Research Advisors, Inc. 142,544 65.66
Karp Capital Management Corp 140,542 65.66

 

Recent Quarter Analysis

Name Shares PPS
Sequent Asset Management, LLC 7,985 60.61
Charles Schwab Trust Co 4,680 60.68
Covington Capital Management 500 60.00
ACG Wealth 479 60.54
Harbor Investment Advisory, Llc 423 61.47
Cordasco Financial Network 235 59.57
Sugarloaf Wealth Management, LLC 100 60.00
HighMark Wealth Management LLC 2
Name Shares PPS
NorthCoast Asset Management LLC 122,885 63.86
Mid Atlantic Financial Management Inc/adv 36,770 63.80
Ameritas Investment Corp 27,938 0.07
HBW Advisory Services LLC 17,724 65.67
Win Advisors, Inc 17,299 65.67
Fma Advisory Inc 9,750 63.79
Professional Planning 9,392 63.78
IFP Advisors, Inc 9,226 68.61
Grant/GrossMendelsohn, LLC 3,100 65.81
Castle Rock Wealth Management, LLC 3,091 66.00
Cornell Pochily Investment Advisors, Inc. 3,006 101.46
Money Concepts Capital Corp 2,868 65.55
Koshinski Asset Management, Inc. 2,469 65.61
Carroll Financial Associates, Inc. 1,181 68.59
Parallel Advisors, LLC 300 63.33
Filbrandt Wealth Management, LLC 257 62.26
Investmark Advisory Group LLC 181 66.30
Herold Advisors, Inc. 130 65776.92
SOA Wealth Advisors, LLC. 86 58.14
Citigroup Inc
Renaissance Technologies Llc
Ironwood Financial, llc
Creative Financial Designs Inc /adv
Gerber Kawasaki Wealth & Investment Management
Red Door Wealth Management, LLC
Reilly Financial Advisors, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Albion Financial Group /ut
StoneX Group Inc.
Kerntke Otto McGlone Wealth Management Group
Larson Financial Group LLC
Laurel Wealth Advisors, Inc.
Aptus Capital Advisors, LLC
ExodusPoint Capital Management, LP
Old Mission Capital Llc
Citadel Advisors Llc
Eaton Vance Management
Farmers & Merchants Trust Co of Chambersburg PA
Simplex Trading, Llc
IronBridge Private Wealth, LLC
Capital Asset Advisory Services LLC
Summit X, LLC
Resources Investment Advisors, LLC.
Huntington National Bank
Widmann Financial Services, Inc.
Barclays Plc
Sound Income Strategies, LLC
Ibex Wealth Advisors
RPG Investment Advisory, LLC
Better Money Decisions, LLC
Cahill Financial Advisors Inc
Gemmer Asset Management LLC
Fifth Third Securities, Inc.
Ahl Investment Management, Inc.
IAG Wealth Partners, LLC
Liberty Wealth Management Llc
Jacobi Capital Management LLC
Tradewinds Capital Management, LLC
Continuum Advisory, LLC
Flow Traders U.s. Llc
Richard C. Young & CO., LTD.
Hilltop Wealth Advisors, Llc
Wealth Advisors of Tampa Bay, LLC
Mcdonald Partners Llc
Marshall Wace, Llp
Colonial Trust Advisors
True Link Financial Advisors, LLC
Allworth Financial LP
BDO Wealth Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 723,164 60.67 567,998 65.66
Adviser Investments LLC 699,702 60.67 765,314 65.66
Cambridge Investment Research Advisors, Inc. 151,101 60.67 142,544 65.66
Buttonwood Financial Advisors Inc. 132,208 60.67 128,573 65.66
Karp Capital Management Corp 127,151 60.67 140,542 65.66
Weatherly Asset Management L. P. 113,846 60.67 111,585 65.66
Investors Research Corp 91,942 60.67 76,452 65.66
Truist Financial Corp 72,351 60.68 72,705 65.66
Mascoma Wealth Management LLC 58,589 60.68 59,105 65.66
Advocacy Wealth Management Services, LLC 45,924 60.67 44,741 66.32
Atlas Brown,Inc. 30,278 60.67 33,590 65.73
Beaumont Asset Management, L.L.C. 28,724 60.65 27,557 65.65
Atlas Private Wealth Management 23,677 60.65 23,440 65.66
Demars Financial Group, LLC 23,582 60.68 18,252 65.64
Lynch & Associates/in 23,184 60.69 23,154 65.65
Signature Wealth Management Partners, LLC 22,402 60.66 20,899 65.65
LifeSteps Financial, Inc. 19,002 60.68 22,093 65.68
Tandem Capital Management Corp /adv 18,339 60.69 18,339 64.07
Loveless Wealth Management LLC 16,593 60.69 16,473 65.68
Canton Hathaway, LLC 15,829 60.65 15,829 65.64
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 12,762 0.08 12,847 0.08
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 155,166 723,164 60.67 567,998 65.66 27.32
Investors Research Corp 15,490 91,942 60.67 76,452 65.66 20.26
Cambridge Investment Research Advisors, Inc. 8,557 151,101 60.67 142,544 65.66 6.00
Charter Oak Capital Management, LLC 7,355 13,960 60.67 6,605 68.74 111.36
Demars Financial Group, LLC 5,330 23,582 60.68 18,252 65.64 29.20
Buttonwood Financial Advisors Inc. 3,635 132,208 60.67 128,573 65.66 2.83
Weatherly Asset Management L. P. 2,261 113,846 60.67 111,585 65.66 2.03
Stone House Investment Management, LLC 2,215 10,490 60.63 8,275 65.62 26.77
Signature Wealth Management Partners, LLC 1,503 22,402 60.66 20,899 65.65 7.19
Advocacy Wealth Management Services, LLC 1,183 45,924 60.67 44,741 66.32 2.64
Beaumont Asset Management, L.L.C. 1,167 28,724 60.65 27,557 65.65 4.23
Claraphi Advisory Network, LLC 912 7,019 60.69 6,107 65.66 14.93
Teamwork Financial Advisors, LLC 781 10,165 60.70 9,384 65.64 8.32
Spire Wealth Management 781 15,770 60.68 14,989 65.65 5.21
Secure Asset Management, LLC 480 8,427 60.64 7,947 65.69 6.04
Atlas Private Wealth Management 237 23,677 60.65 23,440 65.66 1.01
Advisory Alpha, LLC 154 3,476 60.70 3,322 65.62 4.64
Loveless Wealth Management LLC 120 16,593 60.69 16,473 65.68 0.73
MAI Capital Management 65 15,044 60.69 14,979 65.69 0.43
Lynch & Associates/in 30 23,184 60.69 23,154 65.65 0.13
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Adviser Investments LLC 65,612 699,702 60.67 765,314 65.66 -8.57
Karp Capital Management Corp 13,391 127,151 60.67 140,542 65.66 -9.53
Bft Financial Group, Llc 9,742 9,800 60.71 19,542 65.65 -49.85
Southern Capital Advisors, Llc 3,956 7,226 60.61 11,182 65.64 -35.38
Private Advisor Group, LLC 3,806 9,359 60.69 13,165 65.63 -28.91
Atlas Brown,Inc. 3,312 30,278 60.67 33,590 65.73 -9.86
LifeSteps Financial, Inc. 3,091 19,002 60.68 22,093 65.68 -13.99
Mascoma Wealth Management LLC 516 58,589 60.68 59,105 65.66 -0.87
Madison Wealth Partners, Inc 445 3,367 60.59 3,812 65.58 -11.67
Truist Financial Corp 354 72,351 60.68 72,705 65.66 -0.49
Sequoia Financial Advisors, LLC 318 7,424 60.61 7,742 65.62 -4.11
Smith Chas P & Associates Pa Cpas 290 11,915 60.68 12,205 65.63 -2.38
Wbh Advisory Inc 137 6,343 61.96 6,480 63.27 -2.11
Silverleafe Capital Partners, LLC 122 3,647 60.60 3,769 65.53 -3.24
Arkadios Wealth Advisors 85 12,762 0.08 12,847 0.08 -0.66
BerganKDV Wealth Management, LLC 65 140 57.14 205 63.41 -31.71
Geneos Wealth Management Inc. 22 6,129 61.35 6,151 65.52 -0.36
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
Charles Schwab Trust Co 4,680 60.68
Harbor Investment Advisory, Llc 423 61.47
HighMark Wealth Management LLC 2
Name Shares PPS
Win Advisors, Inc 17,299 65.67
Money Concepts Capital Corp 2,868 65.55
Grant/GrossMendelsohn, LLC 3,100 65.81
Cornell Pochily Investment Advisors, Inc. 3,006 101.46
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 723,164 60.67 567,998 65.66
Weatherly Asset Management L. P. 113,846 60.67 111,585 65.66
Investors Research Corp 91,942 60.67 76,452 65.66
Truist Financial Corp 72,351 60.68 72,705 65.66
Beaumont Asset Management, L.L.C. 28,724 60.65 27,557 65.65
Atlas Private Wealth Management 23,677 60.65 23,440 65.66
Demars Financial Group, LLC 23,582 60.68 18,252 65.64
Signature Wealth Management Partners, LLC 22,402 60.66 20,899 65.65
Tandem Capital Management Corp /adv 18,339 60.69 18,339 64.07
Loveless Wealth Management LLC 16,593 60.69 16,473 65.68
Canton Hathaway, LLC 15,829 60.65 15,829 65.64
Spire Wealth Management 15,770 60.68 14,989 65.65
MAI Capital Management 15,044 60.69 14,979 65.69
Charter Oak Capital Management, LLC 13,960 60.67 6,605 68.74
Stone House Investment Management, LLC 10,490 60.63 8,275 65.62
Teamwork Financial Advisors, LLC 10,165 60.70 9,384 65.64
Secure Asset Management, LLC 8,427 60.64 7,947 65.69
Western Wealth Management, LLC 7,831 60.78 7,816 65.76
Sequoia Financial Advisors, LLC 7,424 60.61 7,742 65.62
Southern Capital Advisors, Llc 7,226 60.61 11,182 65.64
Claraphi Advisory Network, LLC 7,019 60.69 6,107 65.66
Geneos Wealth Management Inc. 6,129 61.35 6,151 65.52
Reitz Capital Advisors LLC 4,680 60.68 4,680 65.60
Madison Wealth Partners, Inc 3,367 60.59 3,812 65.58
Hanson & Doremus Investment Management 785 61.15 785 66.24
Sandy Spring Bank 415 60.24 415 65.06
Capital Investment Counsel, Inc 302 59.60 302 66.23
Lake Point Wealth Management 300 60.00 300 66.67
GPS Wealth Strategies Group, LLC 268 59.70 268 67.16
Element Wealth, LLC 223 62.78 222 67.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 155,166 723,164 60.67 567,998 65.66 27.32
Investors Research Corp 15,490 91,942 60.67 76,452 65.66 20.26
Charter Oak Capital Management, LLC 7,355 13,960 60.67 6,605 68.74 111.36
Demars Financial Group, LLC 5,330 23,582 60.68 18,252 65.64 29.20
Weatherly Asset Management L. P. 2,261 113,846 60.67 111,585 65.66 2.03
Stone House Investment Management, LLC 2,215 10,490 60.63 8,275 65.62 26.77
Signature Wealth Management Partners, LLC 1,503 22,402 60.66 20,899 65.65 7.19
Beaumont Asset Management, L.L.C. 1,167 28,724 60.65 27,557 65.65 4.23
Claraphi Advisory Network, LLC 912 7,019 60.69 6,107 65.66 14.93
Teamwork Financial Advisors, LLC 781 10,165 60.70 9,384 65.64 8.32
Spire Wealth Management 781 15,770 60.68 14,989 65.65 5.21
Secure Asset Management, LLC 480 8,427 60.64 7,947 65.69 6.04
Atlas Private Wealth Management 237 23,677 60.65 23,440 65.66 1.01
Loveless Wealth Management LLC 120 16,593 60.69 16,473 65.68 0.73
MAI Capital Management 65 15,044 60.69 14,979 65.69 0.43
Western Wealth Management, LLC 15 7,831 60.78 7,816 65.76 0.19
Element Wealth, LLC 1 223 62.78 222 67.57 0.45
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Southern Capital Advisors, Llc 3,956 7,226 60.61 11,182 65.64 -35.38
Madison Wealth Partners, Inc 445 3,367 60.59 3,812 65.58 -11.67
Truist Financial Corp 354 72,351 60.68 72,705 65.66 -0.49
Sequoia Financial Advisors, LLC 318 7,424 60.61 7,742 65.62 -4.11
Geneos Wealth Management Inc. 22 6,129 61.35 6,151 65.52 -0.36
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