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 160 53.00 53.81 53.11
Previous Quarter 181 53.00 53.81 53.60

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 55 5 1 2 3
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 0 2 3 1 1 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 1,073,413 53.81
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 704,205 49.37
Bank Of America Corp /de/ 270,957 53.81
Truist Financial Corp 269,157 53.81
Commonwealth Equity Services, Llc 252,675 53.81
Full Sail Capital, LLC 202,731 53.81
Royal Bank Of Canada 179,672 53.81
Connectus Wealth, LLC 158,341 56.24
Personal Cfo Solutions, Llc 98,001 53.81
Mercer Global Advisors Inc /adv 92,900 53.81
Mirsky Financial Management Corp. 91,075 56.20
Enterprise Financial Services Corp 89,948 53.81
Stifel Financial Corp 88,118 53.80
LPL Financial LLC 85,508 53.81
Cambridge Investment Research Advisors, Inc. 77,981 45.20
55i, Llc 76,562 53.81
Susquehanna International Group, Llp 71,020 53.82
Wells Fargo & Company/mn 70,087 53.80
Kestra Advisory Services, LLC 67,271 53.81
Advisory Services Network, LLC 63,934 53.81

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 1,073,413 53.81
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 643,991 52.59
Bank Of America Corp /de/ 270,957 53.81
Truist Financial Corp 269,157 53.81
Commonwealth Equity Services, Llc 252,675 53.81
NorthCoast Asset Management LLC 243,723 51.91
Full Sail Capital, LLC 202,731 53.81
Royal Bank Of Canada 179,672 53.81
Connectus Wealth, LLC 158,341 56.24
Personal Cfo Solutions, Llc 98,001 53.81
Mercer Global Advisors Inc /adv 92,900 53.81
Mirsky Financial Management Corp. 91,075 56.20
Enterprise Financial Services Corp 89,948 53.81
Stifel Financial Corp 88,118 53.80
LPL Financial LLC 85,508 53.81
Cambridge Investment Research Advisors, Inc. 81,631 53.82
55i, Llc 76,562 53.81
Susquehanna International Group, Llp 71,020 53.82
Wells Fargo & Company/mn 70,087 53.80
Kestra Advisory Services, LLC 67,271 53.81

 

Recent Quarter Analysis

Name Shares PPS
AdvisorNet Financial, Inc 796 45.23
Name Shares PPS
NorthCoast Asset Management LLC 243,723 51.91
Professional Planning 25,153 51.88
Fma Advisory Inc 17,072 51.90
Moors & Cabot, Inc. 10,200 6.76
Mid Atlantic Financial Management Inc/adv 8,546 51.84
Harbor Financial Services, Llc 7,936 51.92
Psagot Investment House Ltd. 6,745 51.89
LEUTHOLD FUNDS INC - Leuthold Core ETF 5,418 51.86
Koshinski Asset Management, Inc. 1,078 53.80
Investmark Advisory Group LLC 460 54.35
IFP Advisors, Inc 204 53.92
Carroll Financial Associates, Inc. 50 40.00
Capital Analysts, Inc.
Silverleafe Capital Partners, LLC
Investment Partners, Ltd.
Capital Asset Advisory Services LLC
Venturi Wealth Management, LLC
Summit Place Financial Advisors, LLC
Ironwood Wealth Management, Inc.
Empowered Funds, LLC
Citigroup Inc
Spire Wealth Management
Lincoln National Corp
Soltis Investment Advisors LLC
Advisors Capital Management, LLC
Beaumont Capital Management, LLC
Spinnaker Trust
NSI Retail Advisors, LLC
Ibex Wealth Advisors
Vicus Capital
Leuthold Group, Llc
Eaton Vance Management
Strategic Asset Management, LLC
EverSource Wealth Advisors, LLC
National Asset Management, Inc.
HBW Advisory Services LLC
BOK Financial Private Wealth, Inc.
Credit Suisse Ag/
Q3 Asset Management
Meridian Wealth Partners, LLC
Fisher Asset Management, LLC
Arkadios Wealth Advisors
CoreCap Advisors, LLC
Mystic Asset Management, Inc.
Aspire Private Capital, LLC
Mcdonald Partners Llc
Advisory Alpha, LLC
Independent Advisor Alliance
Ironwood Financial, llc
Wolf Group Capital Advisors
Old Mission Capital Llc
Psagot Value Holdings Ltd. / (Israel)
GWM Advisors LLC
Barclays Plc
Absolute Capital Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 704,205 49.37 643,991 52.59
Cambridge Investment Research Advisors, Inc. 77,981 45.20 81,631 53.82
Pinnacle Private Wealth, LLC 41,263 45.20 41,749 53.82
Lynch & Associates/in 28,974 45.21 28,991 53.81
Rosenberg Matthew Hamilton 3,562 45.76 3,562 53.90
Name Current Shares Current PPS Previous Shares Previous PPS
ACG Wealth 2,880 45.14 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 60,214 704,205 49.37 643,991 52.59 9.35
ACG Wealth 2,880 2,880 45.14 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 3,650 77,981 45.20 81,631 53.82 -4.47
Pinnacle Private Wealth, LLC 486 41,263 45.20 41,749 53.82 -1.16
Lynch & Associates/in 17 28,974 45.21 28,991 53.81 -0.06
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
Name Shares PPS
Koshinski Asset Management, Inc. 1,078 53.80
Investmark Advisory Group LLC 460 54.35
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 77,981 45.20 81,631 53.82
Pinnacle Private Wealth, LLC 41,263 45.20 41,749 53.82
Rosenberg Matthew Hamilton 3,562 45.76 3,562 53.90
Name Current Shares Current PPS Previous Shares Previous PPS
ACG Wealth 2,880 45.14 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
ACG Wealth 2,880 2,880 45.14 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 3,650 77,981 45.20 81,631 53.82 -4.47
Pinnacle Private Wealth, LLC 486 41,263 45.20 41,749 53.82 -1.16
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