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 21.00 21.30 21.30
Previous Quarter 256 33.00 32.02 32.80

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 15 124 111 10 45 48
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 0 0 3 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 1 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 0 0 0 0
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
Citigroup Inc 2,436,340 21.30
Mirabella Financial Services Llp 900,482 21.31
Morgan Stanley 890,815 21.30
Pnc Financial Services Group, Inc. 842,676 21.30
Bank Of America Corp /de/ 599,396 21.30
UBS Group AG 578,960 21.30
Mirae Asset Global Investments Co., Ltd. 470,718 20.33
GXTG - Global X Thematic Growth ETF 446,577 25.33
Baltimore-Washington Financial Advisors, Inc. 257,156 21.30
LPL Financial LLC 234,361 21.30
Jpmorgan Chase & Co 230,283 21.30
Wells Fargo & Company/mn 228,209 21.30
Fisher Asset Management, LLC 207,737 21.30
Royal Bank Of Canada 189,978 21.30
Gerber Kawasaki Wealth & Investment Management 169,988 21.30
Stelac Advisory Services LLC 147,730 20.94
Schonfeld Strategic Advisors LLC 147,100 21.30
Aspireon Wealth Advisors 138,608 21.34
First Republic Investment Management, Inc. 118,388 21.30
Jane Street Group, Llc 106,741 21.30

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
Citigroup Inc 2,271,925 32.02
Pnc Financial Services Group, Inc. 868,683 32.02
Morgan Stanley 820,501 32.02
UBS Group AG 807,248 32.02
Bank Of America Corp /de/ 806,811 32.02
Mirae Asset Global Investments Co., Ltd. 566,637 32.02
GXTG - Global X Thematic Growth ETF 423,326 32.13
Wells Fargo & Company/mn 362,472 32.02
Baltimore-Washington Financial Advisors, Inc. 314,785 44.13
Jpmorgan Chase & Co 294,599 32.02
LPL Financial LLC 270,302 32.02
Royal Bank Of Canada 247,836 32.03
Private Advisor Group, LLC 184,148 32.02
Aspireon Wealth Advisors 145,390 32.22
Gerber Kawasaki Wealth & Investment Management 133,171 32.02
Raymond James & Associates 114,444 32.02
Sargent Investment Group, LLC 106,590 32.02
Essex LLC 99,608 32.02
Envestnet Asset Management Inc 98,635 32.02
Cambridge Investment Research Advisors, Inc. 97,238 32.02

 

Recent Quarter Analysis

Name Shares PPS
Schonfeld Strategic Advisors LLC 147,100 21.30
First Republic Investment Management, Inc. 118,388 21.30
Ulrich Consultants & Investment Group, LLC 65,844 21.29
HAP Trading, LLC 27,036 21.30
Eagle Strategies LLC 26,370 21.31
Navalign, LLC 14,937 21.29
RFG Advisory, LLC 8,456 25.78
Whittier Trust Co Of Nevada Inc 2,513 21.49
Credit Suisse Ag/ 1,962 21.41
Valley National Advisers Inc 1,013 22.70
Hc Financial Advisors Inc 182 21.98
Ritter Daniher Financial Advisory LLC / DE 130 23.08
Sandy Spring Bank 80 25.00
Ubs Asset Management Americas Inc 41 24.39
Level Financial Advisors, Inc. 27 37.04
Name Shares PPS
UBS Group AG 807,248 32.02
Private Advisor Group, LLC 184,148 32.02
Strategic Wealth Management Inc 41,386 40.04
Renaissance Technologies Llc 39,800 32.01
Meridian Wealth Management, LLC 34,425 32.01
Flow Traders U.s. Llc 24,722 32.04
NewEdge Wealth, LLC 23,405 32.00
Merit Financial Group, LLC 22,577 32.02
Claro Advisors LLC 16,817 40.02
Moors & Cabot, Inc. 16,000 5.56
Gladstone Institutional Advisory LLC 14,166 32.05
Eaton Vance Management 11,800 32.03
Citadel Advisors Llc 11,000 32.00
Citadel Advisors Llc 11,000 32.00
Waldron Private Wealth LLC 9,389 31.95
Beacon Pointe Advisors, LLC 8,886 32.07
Cetera Advisors LLC 8,766 32.06
HighTower Advisors, LLC 8,692 32.10
C2C Wealth Management, LLC 8,425 29.91
Legend Financial Advisors, Inc. 8,375 48.00
Tru Independence Asset Management 2, Llc 8,300 32.05
Financial Engines Advisors L.L.C. 8,214 32.02
Sonata Capital Group Inc 7,650 32.03
National Asset Management, Inc. 7,573 32.09
Simplex Trading, Llc 6,774 31.89
Sentinel Trust Co Lba 6,690 31.99
Financial Advocates Investment Management 6,420 32.09
Legacy Private Trust Co. 6,384 31.95
Cascadia Advisory Services, LLC 4,979 48.00
Money Concepts Capital Corp 4,535 31.97
Carroll Investors, Inc 1,668 31.77
Ckw Financial Group 1,500 32.00
Allworth Financial LP 1,149 32.20
IFP Advisors, Inc 1,082 26.80
Carroll Financial Associates, Inc. 1,000 43.00
Samalin Investment Counsel, LLC 984 32.52
NEXT Financial Group, Inc 733 39.56
Rockbridge Investment Management, LCC 475 40.00
Optiver Holding B.V. 460 32.61
Tsfg, Llc 159 31.45
Carmichael Hill & Associates, Inc. 47 42.55
Biltmore Family Office, LLC 1
Wetherby Asset Management Inc
RDA Financial Network
Flagship Harbor Advisors, Llc
Bbva Usa
We Are One Seven, LLC
Apella Capital, LLC
Park Avenue Securities Llc
Vestcor Inc
Bank Hapoalim Bm
Cedar Wealth Management, LLC
Transcend Wealth Collective, Llc
Perigon Wealth Management, LLC
Wolverine Trading, Llc
Clean Yield Group
Castle Rock Wealth Management, LLC
Quantitative Advantage, LLC
Operose Advisors LLC
Ironwood Financial, llc
Ten Capital Wealth Advisors, LLC
Cresset Asset Management, LLC
Essex Financial Services, Inc.
Main Management LLC
TAP Consulting, LLC
Evoke Wealth, Llc
Argent Trust Co
Orion Capital Management LLC
Dynamic Advisor Solutions LLC
Texas Yale Capital Corp.
Oppenheimer & Co Inc
Truadvice, LLC
Activest Wealth Management
Toth Financial Advisory Corp
Wealthbridge Capital Management, Llc
Motco
EPG Wealth Management LLC
Montag A & Associates Inc
Bailard, Inc.
Advisory Services Network, LLC
Northern Trust Corp
Cassady Schiller Wealth Management, LLC
Centaurus Financial, Inc.
Westside Investment Management, Inc.
Parallax Volatility Advisers, L.P.
Hills Bank & Trust Co
Merrion Investment Management Co, LLC
HCR Wealth Advisors
Zimmermann Investment Management & Planning Llc
Trexquant Investment LP
IPG Investment Advisors LLC
AE Wealth Management LLC
Wunderlich Securities, Inc.
Deutsche Bank Ag\
Vista Finance, Llc
Pathstone Family Office, Llc
TriaGen Wealth Management LLC
SRS Capital Advisors, Inc.
Vontobel Holding Ltd.
Confluence Wealth Services, Inc.
Janney Montgomery Scott LLC
Camelot Portfolios, LLC
PEAK6 Investments LLC
Proequities, Inc.
Bnp Paribas Arbitrage, Sa
CLARET ASSET MANAGEMENT Corp
Avitas Wealth Management LLC
Belpointe Asset Management LLC
Hsbc Holdings Plc
Conservest Capital Advisors, Inc.
Chevy Chase Trust Holdings, Inc.
Cwm, Llc
Sowell Financial Services LLC
Lincoln National Corp
Eubel Brady & Suttman Asset Management Inc
Arkadios Wealth Advisors
Kestra Advisory Services, LLC
Patriot Financial Group Insurance Agency, LLC
Islet Management, LP
Nomura Holdings Inc
PEAK6 Investments LLC
Goldman Sachs Group Inc
Parallax Volatility Advisers, L.P.
Harbor Investment Advisory, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Citigroup Inc 2,436,340 21.30 2,271,925 32.02
Morgan Stanley 890,815 21.30 820,501 32.02
Pnc Financial Services Group, Inc. 842,676 21.30 868,683 32.02
Bank Of America Corp /de/ 599,396 21.30 806,811 32.02
UBS Group AG 578,960 21.30 807,248 32.02
Mirae Asset Global Investments Co., Ltd. 470,718 20.33 566,637 32.02
GXTG - Global X Thematic Growth ETF 446,577 25.33 423,326 32.13
Baltimore-Washington Financial Advisors, Inc. 257,156 21.30 314,785 44.13
LPL Financial LLC 234,361 21.30 270,302 32.02
Jpmorgan Chase & Co 230,283 21.30 294,599 32.02
Wells Fargo & Company/mn 228,209 21.30 362,472 32.02
Fisher Asset Management, LLC 207,737 21.30 78,588 32.02
Royal Bank Of Canada 189,978 21.30 247,836 32.03
Gerber Kawasaki Wealth & Investment Management 169,988 21.30 133,171 32.02
Stelac Advisory Services LLC 147,730 20.94 55,375 29.49
Aspireon Wealth Advisors 138,608 21.34 145,390 32.22
Envestnet Asset Management Inc 99,506 21.30 98,635 32.02
Mml Investors Services, Llc 97,150 21.30 87,851 32.02
Raymond James Financial Services Advisors, Inc. 93,820 21.30 96,902 32.02
Cambridge Investment Research Advisors, Inc. 89,065 21.30 97,238 32.02
Name Current Shares Current PPS Previous Shares Previous PPS
Mirabella Financial Services Llp 900,482 21.31 0
Jane Street Group, Llc 106,741 21.30 0
Snowden Capital Advisors LLC 43,643 21.29 0
Cutler Group LP 30,100 8.57 33,500 2.30
Two Sigma Securities, Llc 13,949 21.29 0
Creative Planning 11,520 21.27 0
Barclays Plc 4,020 21.39 0
Fieldpoint Private Securities, LLC 3,160 21.20 0
CoreCap Advisors, LLC 1,058 21.74 0
Wagner Wealth Management, Llc 100 20.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Mirabella Financial Services Llp 900,482 900,482 21.31 0 0.00
Citigroup Inc 164,415 2,436,340 21.30 2,271,925 32.02 7.24
Fisher Asset Management, LLC 129,149 207,737 21.30 78,588 32.02 164.34
Jane Street Group, Llc 106,741 106,741 21.30 0 0.00
Stelac Advisory Services LLC 92,355 147,730 20.94 55,375 29.49 166.78
Morgan Stanley 70,314 890,815 21.30 820,501 32.02 8.57
Citadel Advisors Llc 51,767 62,767 21.30 11,000 32.00 470.61
Snowden Capital Advisors LLC 43,643 43,643 21.29 0 0.00
Gerber Kawasaki Wealth & Investment Management 36,817 169,988 21.30 133,171 32.02 27.65
Ameriprise Financial Inc 24,995 60,325 21.30 35,330 32.01 70.75
GXTG - Global X Thematic Growth ETF 23,251 446,577 25.33 423,326 32.13 5.49
Atom Investors LP 20,139 42,379 21.31 22,240 32.01 90.55
Stifel Financial Corp 14,035 72,399 21.30 58,364 32.01 24.05
Two Sigma Securities, Llc 13,949 13,949 21.29 0 0.00
Atria Wealth Solutions, Inc. 13,902 20,539 21.37 6,637 32.09 209.46
Creative Planning 11,520 11,520 21.27 0 0.00
Mml Investors Services, Llc 9,299 97,150 21.30 87,851 32.02 10.58
McGuire Investment Group, LLC 6,668 60,492 21.29 53,824 32.01 12.39
Laidlaw Wealth Management LLC 6,352 24,611 21.29 18,259 32.04 34.79
Barclays Plc 4,020 4,020 21.39 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
UBS Group AG 228,288 578,960 21.30 807,248 32.02 -28.28
Bank Of America Corp /de/ 207,415 599,396 21.30 806,811 32.02 -25.71
Wells Fargo & Company/mn 134,263 228,209 21.30 362,472 32.02 -37.04
Mirae Asset Global Investments Co., Ltd. 95,919 470,718 20.33 566,637 32.02 -16.93
Sargent Investment Group, LLC 89,090 17,500 21.31 106,590 32.02 -83.58
Jpmorgan Chase & Co 64,316 230,283 21.30 294,599 32.02 -21.83
Royal Bank Of Canada 57,858 189,978 21.30 247,836 32.03 -23.35
Baltimore-Washington Financial Advisors, Inc. 57,629 257,156 21.30 314,785 44.13 -18.31
LPL Financial LLC 35,941 234,361 21.30 270,302 32.02 -13.30
Northwestern Mutual Wealth Management Co 33,853 5,928 21.26 39,781 32.03 -85.10
Raymond James & Associates 29,376 85,068 21.30 114,444 32.02 -25.67
Pnc Financial Services Group, Inc. 26,007 842,676 21.30 868,683 32.02 -2.99
Essex LLC 24,730 74,878 21.30 99,608 32.02 -24.83
Hrt Financial Lp 22,220 34,392 21.28 56,612 32.01 -39.25
Bank Julius Baer & Co. Ltd, Zurich 18,900 2,100 21.43 21,000 32.00 -90.00
Qube Research & Technologies Ltd 18,784 3,742 21.38 22,526 32.01 -83.39
Colony Group Llc 14,508 12,666 21.32 27,174 32.02 -53.39
Susquehanna International Group, Llp 13,772 33,328 21.30 47,100 32.02 -29.24
Cambridge Investment Research Advisors, Inc. 8,173 89,065 21.30 97,238 32.02 -8.41
Commonwealth Equity Services, Llc 8,102 40,680 21.29 48,782 32.02 -16.61
Name Current Puts
Belvedere Trading LLC 15,800
Name Current Calls
Name
Name Previous Puts
Nomura Holdings Inc 0
Islet Management, LP 0
Goldman Sachs Group Inc 0
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
Cutler Group LP 3,400 30,100 33,500 -10.15
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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