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 236 618.00 31.51 34.03
Previous Quarter 260 38.00 37.54 37.00

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 6 80 161 6 51 80
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 0 2 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
UBS Group AG 828,162 31.51
LPL Financial LLC 604,426 31.51
Pnc Financial Services Group, Inc. 393,128 31.51
Commonwealth Equity Services, Llc 295,849 31.51
626 Financial, LLC 215,926 31.52
Royal Bank Of Canada 214,481 31.50
Advisor Group Holdings, Inc. 191,800 31.49
Portfolio Strategies, Inc. 185,211 31.57
Johnson Bixby & Associates, LLC 166,023 31.51
Northstar Asset Management Llc 164,450 31.51
Stifel Financial Corp 148,125 31.51
Amarillo National Bank 147,956 31.51
Raymond James Financial Services Advisors, Inc. 137,635 31.51
Jpmorgan Chase & Co 120,541 31.51
Clal Insurance Enterprises Holdings Ltd 120,000 31.51
Mirae Asset Global Investments Co., Ltd. 98,400 31.51
Rockefeller Capital Management L.P. 95,340 31.51
Kwmg, Llc 88,534 31.51
Old Mission Capital Llc 86,670 31.51
Raymond James & Associates 82,709 31.51

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
UBS Group AG 925,664 37.54
LPL Financial LLC 851,755 37.54
Pnc Financial Services Group, Inc. 393,538 37.54
Commonwealth Equity Services, Llc 298,267 37.54
Royal Bank Of Canada 225,852 37.55
Advisor Group Holdings, Inc. 217,216 37.36
626 Financial, LLC 213,373 37.54
Portfolio Strategies, Inc. 188,350 37.52
Northstar Asset Management Llc 183,185 37.54
Johnson Bixby & Associates, LLC 156,823 37.54
Stifel Financial Corp 152,220 37.54
Amarillo National Bank 147,645 37.54
Raymond James Financial Services Advisors, Inc. 142,045 37.54
Old Mission Capital Llc 120,392 37.54
Clal Insurance Enterprises Holdings Ltd 120,000 37.54
Jpmorgan Chase & Co 119,638 37.54
Fagan Associates, Inc. 117,259 37.54
Mirae Asset Global Investments Co., Ltd. 112,800 37.54
Rockefeller Capital Management L.P. 98,820 37.52
Kestra Advisory Services, LLC 98,684 0.04

 

Recent Quarter Analysis

Name Shares PPS
Stonehage Fleming Financial Services Holdings Ltd 1,000 32.00
Venture Visionary Partners LLC 510 31509.80
Hallmark Capital Management Inc 500 32.00
First Manhattan Co 410 29.27
Larson Financial Group LLC 55 36.36
FourThought Financial, LLC 10
Name Shares PPS
Financial Architects, Inc 71,706 37.54
IFP Advisors, Inc 39,580 24.86
Provident Wealth Management, LLC 20,941 37.53
Access Financial Services, Inc. 20,527 37.56
Flow Traders U.s. Llc 19,416 41.72
Citadel Advisors Llc 16,700 37.54
Accuvest Global Advisors 13,670 37.53
Homrich & Berg 13,159 36.32
Bell Rock Capital Llc 11,245 35.75
Sonata Capital Group Inc 9,200 37.50
Axxcess Wealth Management, Llc 8,342 37.52
NEXT Financial Group, Inc 8,121 41.74
All Season Financial Advisors, Inc. 8,116 37.58
Professional Planning 7,830 36.27
Concorde Asset Management, LLC 7,103 37.59
Kraematon Investment Advisors, Inc 7,055 37.56
Kestra Private Wealth Services, Llc 6,320
HB Wealth Management, LLC 6,256 37.56
Tandem Capital Management Corp /adv 5,855 35.18
Thrivent Financial For Lutherans 5,813 37.50
Coastal Investment Advisors, Inc. 5,351 37.56
Koshinski Asset Management, Inc. 2,454 37.49
Lakeview Capital Partners, LLC 2,365 37.63
Stonebridge Capital Advisors LLC 1,500 37.33
Fortitude Advisory Group L.L.C. 1,308 37.46
Carroll Financial Associates, Inc. 1,100 41.82
Tsfg, Llc 500 38.00
Bnp Paribas Arbitrage, Sa 460 36.96
Plante Moran Financial Advisors, LLC 200 40.00
Vienna Asset Management LLC 181 38.67
Fmr Llc 1
Founders Financial Alliance, LLC
Strategic Blueprint, LLC
Park Avenue Securities Llc
Atlas Capital Advisors Llc
Stephens Inc /ar/
Patriot Financial Group Insurance Agency, LLC
Deutsche Bank Ag\
Compagnie Lombard Odier SCmA
Moloney Securities Asset Management, LLC
Laurel Wealth Advisors LLC
Indie Asset Partners, LLC
USA Financial Portformulas Corp
Financial Advocates Investment Management
Global Trust Asset Management, LLC
Smith, Moore & Co.
Atlas Private Wealth Advisors
CNB Bank
Optimum Investment Advisors
Verus Capital Partners, Llc
Arkadios Wealth Advisors
West Bancorporation Inc
Ironwood Financial, llc
Intercontinental Wealth Advisors, LLC
Beaumont Financial Partners, LLC
Capstone Wealth Management Group, Llc
Edgemoor Investment Advisors, Inc.
Enterprise Financial Services Corp
StoneX Group Inc.
Eubel Brady & Suttman Asset Management Inc
Hartford Financial Management Inc.
Fsb Premier Wealth Management, Inc.
First Republic Investment Management, Inc.
L & S Advisors Inc
Phoenix Holdings Ltd.
Integrated Advisors Network LLC
DAVENPORT & Co LLC
Sightline Wealth Advisors, LLC
West Oak Capital, LLC
Janney Montgomery Scott LLC
Beacon Financial Group
Eaton Vance Management
CIBC World Markets Inc.
Cedar Mountain Advisors, LLC
Wolverine Trading, Llc
Hilltop Holdings Inc.
Sandy Cove Advisors, LLC
Leverty Financial Group, LLC
Confluence Wealth Services, Inc.
Jacobi Capital Management LLC
Name Current Shares Current PPS Previous Shares Previous PPS
UBS Group AG 828,162 31.51 925,664 37.54
LPL Financial LLC 604,426 31.51 851,755 37.54
Pnc Financial Services Group, Inc. 393,128 31.51 393,538 37.54
Commonwealth Equity Services, Llc 295,849 31.51 298,267 37.54
626 Financial, LLC 215,926 31.52 213,373 37.54
Royal Bank Of Canada 214,481 31.50 225,852 37.55
Advisor Group Holdings, Inc. 191,800 31.49 217,216 37.36
Portfolio Strategies, Inc. 185,211 31.57 188,350 37.52
Johnson Bixby & Associates, LLC 166,023 31.51 156,823 37.54
Northstar Asset Management Llc 164,450 31.51 183,185 37.54
Stifel Financial Corp 148,125 31.51 152,220 37.54
Amarillo National Bank 147,956 31.51 147,645 37.54
Raymond James Financial Services Advisors, Inc. 137,635 31.51 142,045 37.54
Jpmorgan Chase & Co 120,541 31.51 119,638 37.54
Clal Insurance Enterprises Holdings Ltd 120,000 31.51 120,000 37.54
Mirae Asset Global Investments Co., Ltd. 98,400 31.51 112,800 37.54
Rockefeller Capital Management L.P. 95,340 31.51 98,820 37.52
Kwmg, Llc 88,534 31.51 85,141 37.54
Old Mission Capital Llc 86,670 31.51 120,392 37.54
Raymond James & Associates 82,709 31.51 87,728 37.54
Name Current Shares Current PPS Previous Shares Previous PPS
Better Money Decisions, LLC 1,500 31.33 0
CoreCap Advisors, LLC 977 31.73 0
Wagner Wealth Management, Llc 880 31.82 0
Worth Asset Management, LLC 50 40.00 80 37.50
Castleview Partners, Llc 40 39125.00 40 25.00
Heritage Wealth Management, Llc 15 31533.33 15 66.67
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Citadel Advisors Llc 48,896 65,596 31.51 16,700 37.54 292.79
Tower Research Capital LLC (TRC) 29,003 67,526 31.51 38,523 37.54 75.29
Goldman Sachs Group Inc 17,767 44,779 31.51 27,012 37.54 65.77
Guardian Wealth Advisors, Llc / Nc 13,584 35,107 31.50 21,523 37.54 63.11
Susquehanna International Group, Llp 12,415 49,254 31.51 36,839 37.51 33.70
Johnson Bixby & Associates, LLC 9,200 166,023 31.51 156,823 37.54 5.87
Private Advisor Group, LLC 4,736 58,657 31.51 53,921 37.54 8.78
Frisch Financial Group, Inc. 3,395 23,872 31.50 20,477 37.55 16.58
Kwmg, Llc 3,393 88,534 31.51 85,141 37.54 3.99
626 Financial, LLC 2,553 215,926 31.52 213,373 37.54 1.20
Advisors Capital Management, LLC 2,394 13,550 31.51 11,156 37.56 21.46
Laidlaw Wealth Management LLC 1,512 31,032 31.52 29,520 37.53 5.12
Better Money Decisions, LLC 1,500 1,500 31.33 0 0.00
Envestnet Asset Management Inc 1,102 14,104 31.48 13,002 37.53 8.48
CoreCap Advisors, LLC 977 977 31.73 0 0.00
Jpmorgan Chase & Co 903 120,541 31.51 119,638 37.54 0.75
GPS Wealth Strategies Group, LLC 888 2,018 31.71 1,130 37.17 78.58
Wagner Wealth Management, Llc 880 880 31.82 0 0.00
Claro Advisors LLC 838 15,220 31.54 14,382 41.72 5.83
Advisory Services Network, LLC 665 23,115 31.49 22,450 37.55 2.96
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
LPL Financial LLC 247,329 604,426 31.51 851,755 37.54 -29.04
UBS Group AG 97,502 828,162 31.51 925,664 37.54 -10.53
Fagan Associates, Inc. 93,949 23,310 31.49 117,259 37.54 -80.12
Oak Family Advisors, Llc 66,751 26,638 31.50 93,389 37.54 -71.48
Wells Fargo & Company/mn 62,492 29,525 31.50 92,017 37.54 -67.91
Bank Of America Corp /de/ 55,888 6,580 31.46 62,468 37.54 -89.47
Old Mission Capital Llc 33,722 86,670 31.51 120,392 37.54 -28.01
Jane Street Group, Llc 32,453 8,442 31.51 40,895 37.54 -79.36
Kestra Advisory Services, LLC 29,805 68,879 0.03 98,684 0.04 -30.20
Advisor Group Holdings, Inc. 25,416 191,800 31.49 217,216 37.36 -11.70
Western Wealth Management, LLC 19,307 17,789 31.48 37,096 37.52 -52.05
Northstar Asset Management Llc 18,735 164,450 31.51 183,185 37.54 -10.23
HT Partners LLC 16,054 16,988 31.49 33,042 37.53 -48.59
Mirae Asset Global Investments Co., Ltd. 14,400 98,400 31.51 112,800 37.54 -12.77
Qube Research & Technologies Ltd 13,645 17,964 31.51 31,609 37.55 -43.17
Cetera Advisors LLC 13,481 42,636 31.50 56,117 37.55 -24.02
WT Wealth Management 13,397 30,011 31.52 43,408 37.55 -30.86
Harbour Investments, Inc. 12,258 7,293 31.54 19,551 41.69 -62.70
Royal Bank Of Canada 11,371 214,481 31.50 225,852 37.55 -5.03
Cambridge Investment Research Advisors, Inc. 10,998 34,848 31.51 45,846 37.54 -23.99
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Wolverine Trading, Llc 0
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
Name Current Shares Current PPS Previous Shares Previous PPS
First Command Bank 2,574 31.47 2,574 37.68
First Command Financial Services, Inc. 2,574 31.47 2,574 37.68
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