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	39	9590.00	46.21	2130.55
Previous Quarter	41	40.00	41.54	42.89

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	10	6	24	15	5
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	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
Franklin Resources Inc	860,741	46.21
FBLAX - Franklin Managed Income Fund CLASS A	860,000	45.65
LPL Financial LLC	263,024	46.21
Dubuque Bank & Trust Co	237,140	46.21
Money Concepts Capital Corp	219,087	46.21
Commonwealth Equity Services, Llc	204,111	0.04
Advisor Group Holdings, Inc.	98,630	46.21
Cambridge Investment Research Advisors, Inc.	85,607	0.05
Raymond James Financial Services Advisors, Inc.	41,988	46213.70
Ayalon Holdings Ltd.	41,618	46.21
Key Client Fiduciary Advisors, LLC	39,451	46213.68
CENTRAL TRUST Co	26,714	46213.71
D.a. Davidson & Co.	25,935	46.23
AlphaStar Capital Management, LLC	24,192	46213.71
Mariner, LLC	22,260	0.04
Strategic Wealth Advisors Group, LLC	18,348	0.05
Goldman Sachs Group Inc	16,499	46.18
Cetera Investment Advisers	16,376	46.23
Royal Bank Of Canada	14,526	46.26
Envestnet Asset Management Inc	13,236	46.24

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
Franklin Resources Inc	860,744	41.54
FBLAX - Franklin Managed Income Fund CLASS A	860,000	47.07
Money Concepts Capital Corp	219,431	41.54
Dubuque Bank & Trust Co	213,659	41.54
Commonwealth Equity Services, Llc	199,706	41.54
LPL Financial LLC	95,078	41.54
Cambridge Investment Research Advisors, Inc.	67,851	41.55
Royal Bank Of Canada	55,217	41.55
Ayalon Holdings Ltd.	41,115	41.54
Raymond James Financial Services Advisors, Inc.	40,319	41.54
Advisor Group Holdings, Inc.	37,673	41.54
Key Client Fiduciary Advisors, LLC	36,032	41.55
Citadel Advisors Llc	33,892	41.54
AlphaStar Capital Management, LLC	24,192	41.54
D.a. Davidson & Co.	21,345	41.56
Strategic Wealth Advisors Group, LLC	18,348	0.05
CENTRAL TRUST Co	17,526	41.54
Goldman Sachs Group Inc	16,499	41.52
Cetera Investment Advisers	13,674	41.54
Mml Investors Services, Llc	11,986	41.55

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Mariner, LLC	22,260	0.04

Recent Quarter 10 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc	33,892	41.54
Asset Dedication, LLC	90	44.44
Wells Fargo & Company/mn	1
Fmr Llc
Susquehanna International Group, Llp
Us Bancorp \de\
Equitable Holdings, Inc.
Capital Wealth Alliance, LLC
Proequities, Inc.
WCG Wealth Advisors LLC

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FBLAX - Franklin Managed Income Fund CLASS A	860,000	45.65	860,000	47.07
Commonwealth Equity Services, Llc	204,111	0.04	199,706	41.54
Cambridge Investment Research Advisors, Inc.	85,607	0.05	67,851	41.55
Mml Investors Services, Llc	13,230	0.08	11,986	41.55
Flow Traders U.s. Llc	8,383		8,383	41.51
IFP Advisors, Inc	4,733		4,913	31.14

Recent Quarter 24 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Franklin Resources Inc	860,741	46.21	860,744	41.54
LPL Financial LLC	263,024	46.21	95,078	41.54
Dubuque Bank & Trust Co	237,140	46.21	213,659	41.54
Money Concepts Capital Corp	219,087	46.21	219,431	41.54
Advisor Group Holdings, Inc.	98,630	46.21	37,673	41.54
Raymond James Financial Services Advisors, Inc.	41,988	46213.70	40,319	41.54
Ayalon Holdings Ltd.	41,618	46.21	41,115	41.54
Key Client Fiduciary Advisors, LLC	39,451	46213.68	36,032	41.55
CENTRAL TRUST Co	26,714	46213.71	17,526	41.54
D.a. Davidson & Co.	25,935	46.23	21,345	41.56
AlphaStar Capital Management, LLC	24,192	46213.71	24,192	41.54
Goldman Sachs Group Inc	16,499	46.18	16,499	41.52
Cetera Investment Advisers	16,376	46.23	13,674	41.54
Royal Bank Of Canada	14,526	46.26	55,217	41.55
Envestnet Asset Management Inc	13,236	46.24	11,085	41.50
Geneos Wealth Management Inc.	11,378	46209.97	11,378	41.48
Cetera Advisors LLC	6,355	46.26	6,355	41.54
Koshinski Asset Management, Inc.	5,740	46.17	5,740
Win Advisors, Inc	4,552	46.13	8,899	41.58
Harbour Investments, Inc.	3,200	46.25	3,200	44.06

Recent Quarter 15 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
LPL Financial LLC	167,946	263,024	46.21	95,078	41.54	176.64
Advisor Group Holdings, Inc.	60,957	98,630	46.21	37,673	41.54	161.81
Dubuque Bank & Trust Co	23,481	237,140	46.21	213,659	41.54	10.99
Cambridge Investment Research Advisors, Inc.	17,756	85,607	0.05	67,851	41.55	26.17
CENTRAL TRUST Co	9,188	26,714	46213.71	17,526	41.54	52.42
D.a. Davidson & Co.	4,590	25,935	46.23	21,345	41.56	21.50
Commonwealth Equity Services, Llc	4,405	204,111	0.04	199,706	41.54	2.21
Key Client Fiduciary Advisors, LLC	3,419	39,451	46213.68	36,032	41.55	9.49
Cetera Investment Advisers	2,702	16,376	46.23	13,674	41.54	19.76
Envestnet Asset Management Inc	2,151	13,236	46.24	11,085	41.50	19.40
Raymond James Financial Services Advisors, Inc.	1,669	41,988	46213.70	40,319	41.54	4.14
Mml Investors Services, Llc	1,244	13,230	0.08	11,986	41.55	10.38
Ayalon Holdings Ltd.	503	41,618	46.21	41,115	41.54	1.22
UBS Group AG	159	193	46.63	34	29.41	467.65
SRS Capital Advisors, Inc.	10	1,778	46.12	1,768	41.29	0.57

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Royal Bank Of Canada	40,691	14,526	46.26	55,217	41.55	-73.69
Win Advisors, Inc	4,347	4,552	46.13	8,899	41.58	-48.85
Money Concepts Capital Corp	344	219,087	46.21	219,431	41.54	-0.16
IFP Advisors, Inc	180	4,733		4,913	31.14	-3.66
Franklin Resources Inc	3	860,741	46.21	860,744	41.54	-0.00

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

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

Past Week 0 Institutes Decreased Positions

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

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