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 28 52.00 52.70 52.56
Previous Quarter 27 4418.00 52.46 83.46

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 4 8 4 12 6 8
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 1 1 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
LPL Financial LLC 77,856 52.70
Royal Bank Of Canada 19,124 52.71
Fort Point Capital Partners LLC 9,130 52.68
Citadel Advisors Llc 8,863 52.69
HighTower Advisors, LLC 7,893 52.70
3D/L Capital Management, LLC 7,372 52.77
Tower Research Capital LLC (TRC) 6,721 52.67
Envestnet Asset Management Inc 5,121 52.72
Wealthbridge Capital Management, Llc 4,705 52.71
WealthCare Investment Partners, LLC 4,479 52.69
Raymond James Financial Services Advisors, Inc. 4,421 52.70
Optimum Investment Advisors 2,663 43.94
Morgan Stanley 2,429 52.70
Meeder Asset Management Inc 1,977 52.60
UBS Group AG 1,147 52.31
Barclays Plc 946 52.85
Prestige Wealth Management Group LLC 420 52.38
Advisor Group Holdings, Inc. 347 51.87
Spire Wealth Management 245 53.06
Bank Of America Corp /de/ 202 54.46

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
LPL Financial LLC 59,869 52.46
Moors & Cabot, Inc. 15,000 1.07
San Francisco Sentry Investment Group (ca) 9,615 51.79
Fort Point Capital Partners LLC 9,615 52.42
Citadel Advisors Llc 8,863 52.47
3D/L Capital Management, LLC 8,134 52.50
HighTower Advisors, LLC 7,892 52.20
Envestnet Asset Management Inc 5,524 52.50
Raymond James Financial Services Advisors, Inc. 4,365 52.46
Bank Of America Corp /de/ 2,687 52.47
Optimum Investment Advisors 2,663 52.57
Meeder Asset Management Inc 1,978 52.58
UBS Group AG 1,610 52.17
Royal Bank Of Canada 1,459 52.78
Advisor Group Holdings, Inc. 1,347 51.97
Tower Research Capital LLC (TRC) 826 52.06
IFP Advisors, Inc 575 52.17
Patriot Financial Group Insurance Agency, LLC 550 52.73
Morgan Stanley 429 53.61
Prestige Wealth Management Group LLC 420 52.38

 

Recent Quarter Analysis

Name Shares PPS
Wealthbridge Capital Management, Llc 4,705 52.71
WealthCare Investment Partners, LLC 4,479 52.69
Barclays Plc 946 52.85
Cambridge Investment Research Advisors, Inc. 0
Name Shares PPS
Moors & Cabot, Inc. 15,000 1.07
San Francisco Sentry Investment Group (ca) 9,615 51.79
IFP Advisors, Inc 575 52.17
Absolute Capital Management, LLC 50 52460.00
Mcdonald Partners Llc 50 52460.00
Cambridge Investment Research Advisors, Inc.
Lido Advisors, LLC
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Royal Bank Of Canada 19,124 52.71 1,459 52.78
Optimum Investment Advisors 2,663 43.94 2,663 52.57
Morgan Stanley 2,429 52.70 429 53.61
Advisor Group Holdings, Inc. 347 51.87 1,347 51.97
Name Current Shares Current PPS Previous Shares Previous PPS
LPL Financial LLC 77,856 52.70 59,869 52.46
Fort Point Capital Partners LLC 9,130 52.68 9,615 52.42
Citadel Advisors Llc 8,863 52.69 8,863 52.47
HighTower Advisors, LLC 7,893 52.70 7,892 52.20
3D/L Capital Management, LLC 7,372 52.77 8,134 52.50
Tower Research Capital LLC (TRC) 6,721 52.67 826 52.06
Envestnet Asset Management Inc 5,121 52.72 5,524 52.50
Raymond James Financial Services Advisors, Inc. 4,421 52.70 4,365 52.46
Meeder Asset Management Inc 1,977 52.60 1,978 52.58
UBS Group AG 1,147 52.31 1,610 52.17
Bank Of America Corp /de/ 202 54.46 2,687 52.47
Patriot Financial Group Insurance Agency, LLC 143 55.94 550 52.73
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
LPL Financial LLC 17,987 77,856 52.70 59,869 52.46 30.04
Royal Bank Of Canada 17,665 19,124 52.71 1,459 52.78 1210.76
Tower Research Capital LLC (TRC) 5,895 6,721 52.67 826 52.06 713.68
Morgan Stanley 2,000 2,429 52.70 429 53.61 466.20
Raymond James Financial Services Advisors, Inc. 56 4,421 52.70 4,365 52.46 1.28
HighTower Advisors, LLC 1 7,893 52.70 7,892 52.20 0.01
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank Of America Corp /de/ 2,485 202 54.46 2,687 52.47 -92.48
Advisor Group Holdings, Inc. 1,000 347 51.87 1,347 51.97 -74.24
3D/L Capital Management, LLC 762 7,372 52.77 8,134 52.50 -9.37
Fort Point Capital Partners LLC 485 9,130 52.68 9,615 52.42 -5.04
UBS Group AG 463 1,147 52.31 1,610 52.17 -28.76
Patriot Financial Group Insurance Agency, LLC 407 143 55.94 550 52.73 -74.00
Envestnet Asset Management Inc 403 5,121 52.72 5,524 52.50 -7.30
Meeder Asset Management Inc 1 1,977 52.60 1,978 52.58 -0.05
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
Cambridge Investment Research Advisors, Inc. 0
Name Shares PPS
Cambridge Investment Research Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Optimum Investment Advisors 2,663 43.94 2,663 52.57
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