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 485 66.00 19.02 19.74
Previous Quarter 513 111.00 19.02 20.17

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 6 106 42 1 10 23
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 6 5 33 1 7 19
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 60,397,509 19.02
Royal Bank Of Canada 19,946,709 19.02
UBS Group AG 14,350,572 19.02
LPL Financial LLC 9,810,069 19.02
Bank Of America Corp /de/ 9,267,075 19.02
Wells Fargo & Company/mn 7,879,030 19.02
Raymond James Financial Services Advisors, Inc. 7,685,110 19.02
Park National Corp /oh/ 4,536,024 17.23
Northwestern Mutual Wealth Management Co 4,160,249 19.02
Wealth Enhancement Advisory Services, Llc 4,157,298 19.08
Advisor Group Holdings, Inc. 3,407,255 16.31
Envestnet Asset Management Inc 3,254,430 19.02
Truist Financial Corp 2,594,559 19.02
Raymond James & Associates 2,577,826 19.02
Miracle Mile Advisors, LLC 2,361,262 17.23
Stifel Financial Corp 2,278,209 19.02
Country Trust Bank 2,250,330 0.02
Flaharty Asset Management, LLC 1,793,082 17.23
Baird Financial Group, Inc. 1,768,430 19.02
Jane Street Group, Llc 1,726,181 19.02

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 60,397,509 19.02
Royal Bank Of Canada 19,946,709 19.02
UBS Group AG 14,350,572 19.02
LPL Financial LLC 9,810,069 19.02
Bank Of America Corp /de/ 9,267,075 19.02
Wells Fargo & Company/mn 7,879,030 19.02
Raymond James Financial Services Advisors, Inc. 7,685,110 19.02
Park National Corp /oh/ 4,497,909 19.02
Northwestern Mutual Wealth Management Co 4,160,249 19.02
Wealth Enhancement Advisory Services, Llc 4,157,298 19.08
Gradient Investments LLC 4,030,079 19.02
Advisor Group Holdings, Inc. 3,407,255 16.31
Envestnet Asset Management Inc 3,254,430 19.02
Truist Financial Corp 2,594,559 19.02
Raymond James & Associates 2,577,826 19.02
Miracle Mile Advisors, LLC 2,441,017 19.02
Stifel Financial Corp 2,278,209 19.02
Country Trust Bank 2,198,504 0.02
Cambridge Investment Research Advisors, Inc. 1,876,778 19.02
Baird Financial Group, Inc. 1,768,430 19.02

 

Recent Quarter Analysis

Name Shares PPS
Cambridge Investment Research Advisors, Inc. 1,424,287 17.23
Atticus Wealth Management, Llc 176,268 17.23
New Potomac Partners, LLC 101,100 17.23
Transcend Wealth Collective, Llc 15,595 17.25
Procyon Private Wealth Partners, LLC 10,399 17.21
Marquette Asset Management, LLC 2,763 17.37
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 1,876,778 19.02
Ameritas Investment Corp 186,569 0.02
CLFLX - CLS Flexible Income Fund Class N Shares 148,500 20.48
Susquehanna International Group, Llp 107,200 19.02
Hochman Cole Investment Advisors, Inc. 89,020 20.53
OTRFX - OnTrack Core Fund Investor Class Shares 50,000 20.54
Flagship Harbor Advisors, Llc 42,013 19.02
Mid Atlantic Financial Management Inc/adv 37,256 20.53
Hamilton Wealth, LLC 29,510 19.01
McMahon Financial Advisors, LLC 21,282 0.99
Old Dominion Capital Management Inc 20,097 20.55
IFP Advisors, Inc 19,099 20.32
Youngs Advisory Group, Inc. 18,545 19.03
Qci Asset Management Inc/ny 17,624 20.54
Herold Advisors, Inc. 4,300 19020.00
Bbva Usa 3,937 20.57
Future Financial Wealth Managment LLC 3,000 19.00
Sargent Bickham Lagudis LLC 1,504 19.28
Wealth Quarterback LLC 1,058
Parallel Advisors, LLC 890 20.22
Carroll Financial Associates, Inc. 395 20.25
Sonora Investment Management, LLC 8
tru Independence LLC
Howard Capital Management Inc.
Savior LLC
First Command Advisory Services, Inc.
Cahill Financial Advisors Inc
McClarren Financial Advisors, Inc.
Lindbrook Capital, Llc
Tuttle Tactical Management LLC
Farmers & Merchants Trust Co of Chambersburg PA
Wealthstar Advisors, Llc
Lloyd Advisory Services, LLC.
WASHINGTON TRUST Co
Wiley Bros.-aintree Capital, Llc
Red Door Wealth Management, LLC
Stratos Wealth Partners, LTD.
Foster Victor Wealth Advisors, LLC
First Horizon Advisors, Inc.
Meridian Financial Partners LLC
Advisor Resource Council
Johnson Bixby & Associates, LLC
TFAFX - Tactical Growth Allocation Fund Class I
Johnson Financial Group, Inc.
Assetmark, Inc
Grimes & Company, Inc.
Colonial River Wealth Management, LLC
Laidlaw Wealth Management LLC
SG Americas Securities, LLC
Peak Financial Advisors Llc
MAI Capital Management
Kerntke Otto McGlone Wealth Management Group
Insight Advisors, LLC/ PA
Holloway Wealth Management, LLC
Geneos Wealth Management Inc.
Antonetti Capital Management LLC
BlackRock Inc.
FSC Wealth Advisors, LLC
Inscription Capital, LLC
Liberty Wealth Management Llc
Red Cedar Investment Management, Llc
Glassman Wealth Services
Fifth Third Bancorp
Cooper Financial Group
Advisors Capital Management, LLC
O'shaughnessy Asset Management, Llc
Price Capital Management, Inc.
Proequities, Inc.
Lee Financial Co
Hardy Reed LLC
Guidance Point Advisors, LLC
First PREMIER Bank
Ritholtz Wealth Management
Stringer Asset Management, Llc
Paragon Capital Management Ltd
Cullen/frost Bankers, Inc.
Huntington National Bank
Elk River Wealth Management, LLC
RWM Asset Management, LLC
FDx Advisors, Inc.
We Are One Seven, LLC
ProVise Management Group, LLC
Verition Fund Management LLC
Andesa Financial Management Inc.
Newman Dignan & Sheerar, Inc.
Laurel Wealth Advisors, Inc.
ODonnell Financial Services, LLC
Total Clarity Wealth Management, Inc.
55i, Llc
CoreCap Advisors, LLC
TFAZX - TFA Tactical Income Fund Class I
Ameriprise Financial Inc
Two Sigma Securities, Llc
Bnp Paribas Arbitrage, Sa
Orion Portfolio Solutions, LLC
LexAurum Advisors, LLC
Quantitative Advantage, LLC
Pacitti Group Inc.
Synergy Financial Management, LLC
Allegheny Financial Group LTD
BHF RG Capital Inc.
Barclays Plc
TFAMX - Tactical Moderate Allocation Fund Class A
Mattern Wealth Management LLC
Cerity Partners LLC
Ignite Planners, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Park National Corp /oh/ 4,536,024 17.23 4,497,909 19.02
Miracle Mile Advisors, LLC 2,361,262 17.23 2,441,017 19.02
Country Trust Bank 2,250,330 0.02 2,198,504 0.02
Flaharty Asset Management, LLC 1,793,082 17.23 1,692,779 19.02
Trinity Legacy Partners, LLC 1,269,219 17.37 1,317,402 19.02
Private Advisor Group, LLC 540,865 17.23 848,826 19.02
First Heartland Consultants, Inc. 357,959 17.23 377,511 19.02
Transform Wealth, LLC 351,676 17.23 357,426 19.02
Bard Financial Services, Inc. 197,575 17.23 197,575 19.02
City Holding Co 181,390 17.22 185,140 19.02
Midwest Heritage Bank, FSB 150,256 17.23 171,337 19.02
Lake Street Financial Llc 133,378 17.23 133,644 19.02
Kmg Fiduciary Partners, Llc 118,108 17.23 141,214 19.02
Qp Wealth Management, Llc 89,973 17.23 96,248 19.02
Allworth Financial LP 60,800 17.24 60,450 19.02
Raymond James Trust N.a. 53,862 17.23 38,286 19.01
AdvisorNet Financial, Inc 48,126 17.23 43,547 19.01
Mjp Associates Inc /adv 42,567 17.22 44,650 19.01
Burns J W & Co Inc/ny 42,550 17.23 44,795 19.02
Clarus Wealth Advisors 34,751 17.38 34,912 18.73
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 82,240 0.01 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Flaharty Asset Management, LLC 100,303 1,793,082 17.23 1,692,779 19.02 5.93
Arkadios Wealth Advisors 82,240 82,240 0.01 0 0.00
Country Trust Bank 51,826 2,250,330 0.02 2,198,504 0.02 2.36
Park National Corp /oh/ 38,115 4,536,024 17.23 4,497,909 19.02 0.85
Raymond James Trust N.a. 15,576 53,862 17.23 38,286 19.01 40.68
AdvisorNet Financial, Inc 4,579 48,126 17.23 43,547 19.01 10.52
Acorn Financial Advisory Services Inc /adv 2,725 34,665 17.22 31,940 19.00 8.53
Global Retirement Partners, LLC 1,284 8,745 17.27 7,461 17.69 17.21
Allworth Financial LP 350 60,800 17.24 60,450 19.02 0.58
Summit Financial Group, Inc. 213 25,219 17.25 25,006 19.04 0.85
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 4,014,654 15,425 17.24 4,030,079 19.02 -99.62
Private Advisor Group, LLC 307,961 540,865 17.23 848,826 19.02 -36.28
Miracle Mile Advisors, LLC 79,755 2,361,262 17.23 2,441,017 19.02 -3.27
Trinity Legacy Partners, LLC 48,183 1,269,219 17.37 1,317,402 19.02 -3.66
Peterson Wealth Services 32,416 25,226 17.24 57,642 19.01 -56.24
Kmg Fiduciary Partners, Llc 23,106 118,108 17.23 141,214 19.02 -16.36
Midwest Heritage Bank, FSB 21,081 150,256 17.23 171,337 19.02 -12.30
First Heartland Consultants, Inc. 19,552 357,959 17.23 377,511 19.02 -5.18
Karp Capital Management Corp 15,556 13,891 17.21 29,447 19.02 -52.83
Qp Wealth Management, Llc 6,275 89,973 17.23 96,248 19.02 -6.52
Transform Wealth, LLC 5,750 351,676 17.23 357,426 19.02 -1.61
Koshinski Asset Management, Inc. 5,091 16,731 21,822 19.02 -23.33
City Holding Co 3,750 181,390 17.22 185,140 19.02 -2.03
Objective Capital Management, LLC 3,200 21,500 17.21 24,700 19.03 -12.96
SFG Wealth Management, LLC. 2,463 11,261 17.23 13,724 19.02 -17.95
Burns J W & Co Inc/ny 2,245 42,550 17.23 44,795 19.02 -5.01
M&r Capital Management Inc 2,232 19,376 17.19 21,608 18.97 -10.33
Mjp Associates Inc /adv 2,083 42,567 17.22 44,650 19.01 -4.67
Blue Zone Wealth Advisors, LLC 1,945 25,674 17.22 27,619 19.01 -7.04
Newbridge Financial Services Group, Inc. 1,752 600 16.67 2,352 19.13 -74.49
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. 1,424,287 17.23
Atticus Wealth Management, Llc 176,268 17.23
New Potomac Partners, LLC 101,100 17.23
Transcend Wealth Collective, Llc 15,595 17.25
Procyon Private Wealth Partners, LLC 10,399 17.21
Marquette Asset Management, LLC 2,763 17.37
Name Shares PPS
Youngs Advisory Group, Inc. 18,545 19.03
Hamilton Wealth, LLC 29,510 19.01
Flagship Harbor Advisors, Llc 42,013 19.02
Herold Advisors, Inc. 4,300 19020.00
Sargent Bickham Lagudis LLC 1,504 19.28
Name Current Shares Current PPS Previous Shares Previous PPS
Miracle Mile Advisors, LLC 2,361,262 17.23 2,441,017 19.02
Country Trust Bank 2,250,330 0.02 2,198,504 0.02
Flaharty Asset Management, LLC 1,793,082 17.23 1,692,779 19.02
Trinity Legacy Partners, LLC 1,269,219 17.37 1,317,402 19.02
Private Advisor Group, LLC 540,865 17.23 848,826 19.02
First Heartland Consultants, Inc. 357,959 17.23 377,511 19.02
Transform Wealth, LLC 351,676 17.23 357,426 19.02
Midwest Heritage Bank, FSB 150,256 17.23 171,337 19.02
Lake Street Financial Llc 133,378 17.23 133,644 19.02
Kmg Fiduciary Partners, Llc 118,108 17.23 141,214 19.02
Allworth Financial LP 60,800 17.24 60,450 19.02
Raymond James Trust N.a. 53,862 17.23 38,286 19.01
Mjp Associates Inc /adv 42,567 17.22 44,650 19.01
Burns J W & Co Inc/ny 42,550 17.23 44,795 19.02
Clarus Wealth Advisors 34,751 17.38 34,912 18.73
Acorn Financial Advisory Services Inc /adv 34,665 17.22 31,940 19.00
Blue Zone Wealth Advisors, LLC 25,674 17.22 27,619 19.01
Peterson Wealth Services 25,226 17.24 57,642 19.01
Mezzasalma Advisors, LLC 23,853 17.23 23,853 19.03
Wedmont Private Capital 23,227 17.22 23,227 19.07
Objective Capital Management, LLC 21,500 17.21 24,700 19.03
Wendell David Associates Inc 19,500 17.23 19,500 19.03
RVW Wealth, LLC 19,072 17.25 19,072 19.03
Koshinski Asset Management, Inc. 16,731 21,822 19.02
Gradient Investments LLC 15,425 17.24 4,030,079 19.02
Karp Capital Management Corp 13,891 17.21 29,447 19.02
SFG Wealth Management, LLC. 11,261 17.23 13,724 19.02
Castle Rock Wealth Management, LLC 10,300 17.28 10,300 18.74
Global Retirement Partners, LLC 8,745 17.27 7,461 17.69
Pinnacle Bancorp, Inc. 7,682 17.18 7,682 19.01
Rosenberg Matthew Hamilton 3,540 17.23 3,540 18.93
Sound Income Strategies, LLC 870 17.24 870 19.54
Newbridge Financial Services Group, Inc. 600 16.67 2,352 19.13
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 82,240 0.01 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Flaharty Asset Management, LLC 100,303 1,793,082 17.23 1,692,779 19.02 5.93
Arkadios Wealth Advisors 82,240 82,240 0.01 0 0.00
Country Trust Bank 51,826 2,250,330 0.02 2,198,504 0.02 2.36
Raymond James Trust N.a. 15,576 53,862 17.23 38,286 19.01 40.68
Acorn Financial Advisory Services Inc /adv 2,725 34,665 17.22 31,940 19.00 8.53
Global Retirement Partners, LLC 1,284 8,745 17.27 7,461 17.69 17.21
Allworth Financial LP 350 60,800 17.24 60,450 19.02 0.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 4,014,654 15,425 17.24 4,030,079 19.02 -99.62
Private Advisor Group, LLC 307,961 540,865 17.23 848,826 19.02 -36.28
Miracle Mile Advisors, LLC 79,755 2,361,262 17.23 2,441,017 19.02 -3.27
Trinity Legacy Partners, LLC 48,183 1,269,219 17.37 1,317,402 19.02 -3.66
Peterson Wealth Services 32,416 25,226 17.24 57,642 19.01 -56.24
Kmg Fiduciary Partners, Llc 23,106 118,108 17.23 141,214 19.02 -16.36
Midwest Heritage Bank, FSB 21,081 150,256 17.23 171,337 19.02 -12.30
First Heartland Consultants, Inc. 19,552 357,959 17.23 377,511 19.02 -5.18
Karp Capital Management Corp 15,556 13,891 17.21 29,447 19.02 -52.83
Transform Wealth, LLC 5,750 351,676 17.23 357,426 19.02 -1.61
Koshinski Asset Management, Inc. 5,091 16,731 21,822 19.02 -23.33
Objective Capital Management, LLC 3,200 21,500 17.21 24,700 19.03 -12.96
SFG Wealth Management, LLC. 2,463 11,261 17.23 13,724 19.02 -17.95
Burns J W & Co Inc/ny 2,245 42,550 17.23 44,795 19.02 -5.01
Mjp Associates Inc /adv 2,083 42,567 17.22 44,650 19.01 -4.67
Blue Zone Wealth Advisors, LLC 1,945 25,674 17.22 27,619 19.01 -7.04
Newbridge Financial Services Group, Inc. 1,752 600 16.67 2,352 19.13 -74.49
Lake Street Financial Llc 266 133,378 17.23 133,644 19.02 -0.20
Clarus Wealth Advisors 161 34,751 17.38 34,912 18.73 -0.46
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