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	267	901.00	84.28	120.88
Previous Quarter	287	1236.00	84.29	142.58

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	2	78	38	2	20	13
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	2	5	19	2	9	8
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
Morgan Stanley	1,018,342	84.29
LPL Financial LLC	641,617	84.29
Bank Of America Corp /de/	516,848	84.29
UBS Group AG	434,898	84.29
Wells Fargo & Company/mn	368,331	84.29
Commonwealth Equity Services, Llc	229,512	71.99
1832 Asset Management L.P.	221,762	83.13
MD Financial Management Inc.	205,804	94.80
Advisor Group Holdings, Inc.	199,122	82.71
Envestnet Asset Management Inc	177,517	84.29
Raymond James Financial Services Advisors, Inc.	173,380	84.29
Granger Management LLC	161,924	84.29
Polianta Ltd	143,900	71.99
Royal Bank Of Canada	142,074	84.29
Ameriprise Financial Inc	135,839	84.61
Bank Hapoalim Bm	128,887	84.29
Truist Financial Corp	122,432	71.99
Clearwater Capital Advisors, LLC	119,347	71.99
Raymond James & Associates	107,636	84.29
Stifel Financial Corp	89,364	84.30

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
Morgan Stanley	1,018,342	84.29
LPL Financial LLC	641,617	84.29
Bank Of America Corp /de/	516,848	84.29
UBS Group AG	434,898	84.29
Wells Fargo & Company/mn	368,331	84.29
1832 Asset Management L.P.	221,762	83.13
Commonwealth Equity Services, Llc	220,867	84.29
MD Financial Management Inc.	205,804	94.80
Advisor Group Holdings, Inc.	199,122	82.71
Envestnet Asset Management Inc	177,517	84.29
Raymond James Financial Services Advisors, Inc.	173,380	84.29
Granger Management LLC	161,924	84.29
Polianta Ltd	143,900	84.29
Royal Bank Of Canada	142,074	84.29
Ameriprise Financial Inc	135,839	84.61
Bank Hapoalim Bm	128,887	84.29
Clearwater Capital Advisors, LLC	126,992	84.29
Truist Financial Corp	120,800	84.29
Raymond James & Associates	107,636	84.29
Private Advisor Group, LLC	97,768	84.29

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
TruWealth Advisors, LLC	3,927	72.07
Charter Oak Capital Management, LLC	563	72.82

Recent Quarter 78 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	33,000	84.30
Bell Rock Capital Llc	7,112	82.68
Cascadia Advisory Services, LLC	5,585	85.23
Good Life Advisors, LLC	5,568	84.23
Mid Atlantic Financial Management Inc/adv	4,323	85.13
Cooper Financial Group	2,934	84.19
Cambridge Advisors Inc.	2,552	84.25
Orion Portfolio Solutions, LLC	2,478	84.34
Herold Advisors, Inc.	1,930	84289.64
IFP Advisors, Inc	1,088	95.59
Crescent Capital Consulting, LLC	1,000	95.00
Koshinski Asset Management, Inc.	500	84.00
Sonora Investment Management, LLC	350	85.71
PSI Advisors, LLC	97	82.47
Carroll Financial Associates, Inc.	45	88.89
Carolina Wealth Advisors, LLC	12	83.33
Strategic Blueprint, LLC
IronBridge Private Wealth, LLC
Sowell Financial Services LLC
Summit Wealth Group, LLC
Windsor Group LTD
Kings Point Capital Management
Claudia M.p. Batlle, Crp (r) Llc
WealthCare Investment Partners, LLC
Barclays Plc
Nations Financial Group Inc, /ia/ /adv
GWM Advisors LLC
Leelyn Smith, LLC
Secure Asset Management, LLC
Jaffetilchin Investment Partners, LLC
AXS Investments LLC
First Hawaiian Bank
Mystic Asset Management, Inc.
Ahl Investment Management, Inc.
Simplex Trading, Llc
Murphy Capital Management Inc
High Net Worth Advisory Group LLC
Portfolio Strategies, Inc.
Paragon Wealth Strategies, LLC
Kowal Investment Group, LLC
StoneX Group Inc.
Fifth Third Securities, Inc.
First Manhattan Co
Gerber Kawasaki Wealth & Investment Management
DB Wealth Management Group, LLC
StrategIQ Financial Group, LLC
Wintrust Investments Llc
Private Advisory Group LLC
Pinnacle Associates Ltd
Parcion Private Wealth LLC
Comprehensive Financial Consultants Institutional, Inc.
Cullen/frost Bankers, Inc.
Masso Torrence Wealth Management Inc.
Henrickson Nauta Wealth Advisors, Inc.
Calton & Associates, Inc.
Founders Financial Securities Llc
Ferguson Shapiro LLC
Greenleaf Trust
First Command Advisory Services, Inc.
James Reed Financial Services, Inc.
Tortoise Investment Management, LLC
Retirement Group, LLC
Clean Yield Group
Capital Analysts, Inc.
National Asset Management, Inc.
Perennial Investment Advisors, LLC
Ssi Investment Management Llc
Wellington Shields & Co., LLC
Flow Traders U.s. Llc
Ford Financial Group, LLC
TAP Consulting, LLC
Jane Street Group, Llc
Advisory Services Network, LLC
Comerica Securities,inc.
Level Four Advisory Services, Llc
Wagner Wealth Management, Llc
Mission Wealth Management, Lp
Qube Research & Technologies Ltd

Recent Quarter 38 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	229,512	71.99	220,867	84.29
Polianta Ltd	143,900	71.99	143,900	84.29
Truist Financial Corp	122,432	71.99	120,800	84.29
Clearwater Capital Advisors, LLC	119,347	71.99	126,992	84.29
Cambridge Investment Research Advisors, Inc.	75,898	71.99	74,558	84.28
Private Advisor Group, LLC	51,438	71.99	97,768	84.29
Prism Advisors, Inc.	43,334	72.00	43,183	84.29
Parsec Financial Management, Inc.	30,223	72.00	29,501	84.30
Mascoma Wealth Management LLC	27,319	72.00	26,848	84.29
Stratos Wealth Advisors, LLC	23,252	71.99	23,409	84.28
Bridge Advisory, LLC	23,094	71.79	26,094	84.27
Western Wealth Management, LLC	21,615	71.89	21,458	84.26
Stratos Wealth Partners, LTD.	19,045	71.99	27,066	84.28
Flagship Harbor Advisors, Llc	17,751	72.00	17,500	84.29
Arthur M. Cohen & Associates, Llc	16,632	71.97	16,496	84.99
First Heartland Consultants, Inc.	12,675	71.95	12,616	84.26
Pinnacle Private Wealth, LLC	11,877	71.99	13,976	84.29
Householder Group Estate & Retirement Specialist, LLC	9,696	71.99	10,011	84.31
Paragon Private Wealth Management, LLC	9,165	72.01	9,225	78.16
Signature Securities Group Corporation	8,375	71.88	6,952	84.29

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wealth Management Resources, Inc.	2,805	719.79	2,802	84.23
Trust Co Of Vermont	150	73.33	0

Recent Quarter 20 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	8,645	229,512	71.99	220,867	84.29	3.91
Truist Financial Corp	1,632	122,432	71.99	120,800	84.29	1.35
Signature Securities Group Corporation	1,423	8,375	71.88	6,952	84.29	20.47
Cambridge Investment Research Advisors, Inc.	1,340	75,898	71.99	74,558	84.28	1.80
PFG Advisors	820	8,332	72.01	7,512	84.27	10.92
Parsec Financial Management, Inc.	722	30,223	72.00	29,501	84.30	2.45
Wedbush Securities Inc	627	3,055	72.01	2,428	84.43	25.82
Nova R Wealth, Inc.	498	8,070	72.00	7,572	84.26	6.58
Mascoma Wealth Management LLC	471	27,319	72.00	26,848	84.29	1.75
Arkadios Wealth Advisors	451	6,942		6,491	0.15	6.95
Trinity Legacy Partners, LLC	318	5,156	72.92	4,838	84.33	6.57
Flagship Harbor Advisors, Llc	251	17,751	72.00	17,500	84.29	1.43
Western Wealth Management, LLC	157	21,615	71.89	21,458	84.26	0.73
Prism Advisors, Inc.	151	43,334	72.00	43,183	84.29	0.35
Trust Co Of Vermont	150	150	73.33	0		0.00
Arthur M. Cohen & Associates, Llc	136	16,632	71.97	16,496	84.99	0.82
Geneos Wealth Management Inc.	100	730	72.60	630	84.13	15.87
First Heartland Consultants, Inc.	59	12,675	71.95	12,616	84.26	0.47
Global Retirement Partners, LLC	29	3,341	72.13	3,312	74.88	0.88
Wealth Management Resources, Inc.	3	2,805	719.79	2,802	84.23	0.11

Recent Quarter 13 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	46,330	51,438	71.99	97,768	84.29	-47.39
Milestone Advisory Partners	17,178	6,026	73.02	23,204	84.30	-74.03
Stratos Wealth Partners, LTD.	8,021	19,045	71.99	27,066	84.28	-29.63
Clearwater Capital Advisors, LLC	7,645	119,347	71.99	126,992	84.29	-6.02
Bridge Advisory, LLC	3,000	23,094	71.79	26,094	84.27	-11.50
Money Concepts Capital Corp	2,809	108	74.07	2,917	84.33	-96.30
Pinnacle Private Wealth, LLC	2,099	11,877	71.99	13,976	84.29	-15.02
Householder Group Estate & Retirement Specialist, LLC	315	9,696	71.99	10,011	84.31	-3.15
Spire Wealth Management	195	960	71.88	1,155	83.98	-16.88
Stratos Wealth Advisors, LLC	157	23,252	71.99	23,409	84.28	-0.67
PCG Wealth Advisors, LLC	142	3,631	71.88	3,773	84.28	-3.76
Worth Asset Management, LLC	135	85	70.59	220	72.73	-61.36
Paragon Private Wealth Management, LLC	60	9,165	72.01	9,225	78.16	-0.65

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
TruWealth Advisors, LLC	3,927	72.07
Charter Oak Capital Management, LLC	563	72.82

Past Week 5 Institutes closed out their positions

Name	Shares	PPS
Good Life Advisors, LLC	5,568	84.23
Bell Rock Capital Llc	7,112	82.68
PSI Advisors, LLC	97	82.47
Cambridge Advisors Inc.	2,552	84.25
Carolina Wealth Advisors, LLC	12	83.33

Past Week 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	229,512	71.99	220,867	84.29
Polianta Ltd	143,900	71.99	143,900	84.29
Truist Financial Corp	122,432	71.99	120,800	84.29
Clearwater Capital Advisors, LLC	119,347	71.99	126,992	84.29
Stratos Wealth Advisors, LLC	23,252	71.99	23,409	84.28
Western Wealth Management, LLC	21,615	71.89	21,458	84.26
Stratos Wealth Partners, LTD.	19,045	71.99	27,066	84.28
Arthur M. Cohen & Associates, Llc	16,632	71.97	16,496	84.99
Householder Group Estate & Retirement Specialist, LLC	9,696	71.99	10,011	84.31
Paragon Private Wealth Management, LLC	9,165	72.01	9,225	78.16
Signature Securities Group Corporation	8,375	71.88	6,952	84.29
Milestone Advisory Partners	6,026	73.02	23,204	84.30
Relyea Zuckerberg Hanson LLC	5,902	72.01	5,902	83.19
Wedbush Securities Inc	3,055	72.01	2,428	84.43
Spire Wealth Management	960	71.88	1,155	83.98
Geneos Wealth Management Inc.	730	72.60	630	84.13
Evolution Advisers, Inc.	456	72.37	456	83.33
GPS Wealth Strategies Group, LLC	255	70.59	255	86.27
Money Concepts Capital Corp	108	74.07	2,917	84.33

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wealth Management Resources, Inc.	2,805	719.79	2,802	84.23
Trust Co Of Vermont	150	73.33	0

Past Week 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	8,645	229,512	71.99	220,867	84.29	3.91
Truist Financial Corp	1,632	122,432	71.99	120,800	84.29	1.35
Signature Securities Group Corporation	1,423	8,375	71.88	6,952	84.29	20.47
Wedbush Securities Inc	627	3,055	72.01	2,428	84.43	25.82
Western Wealth Management, LLC	157	21,615	71.89	21,458	84.26	0.73
Trust Co Of Vermont	150	150	73.33	0		0.00
Arthur M. Cohen & Associates, Llc	136	16,632	71.97	16,496	84.99	0.82
Geneos Wealth Management Inc.	100	730	72.60	630	84.13	15.87
Wealth Management Resources, Inc.	3	2,805	719.79	2,802	84.23	0.11

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Milestone Advisory Partners	17,178	6,026	73.02	23,204	84.30	-74.03
Stratos Wealth Partners, LTD.	8,021	19,045	71.99	27,066	84.28	-29.63
Clearwater Capital Advisors, LLC	7,645	119,347	71.99	126,992	84.29	-6.02
Money Concepts Capital Corp	2,809	108	74.07	2,917	84.33	-96.30
Householder Group Estate & Retirement Specialist, LLC	315	9,696	71.99	10,011	84.31	-3.15
Spire Wealth Management	195	960	71.88	1,155	83.98	-16.88
Stratos Wealth Advisors, LLC	157	23,252	71.99	23,409	84.28	-0.67
Paragon Private Wealth Management, LLC	60	9,165	72.01	9,225	78.16	-0.65

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name