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 196 26911.00 78.76 12188.90
Previous Quarter 233 1150.00 81.03 100.65

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 15 84 81 58 32 86
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
Morgan Stanley 809,126 78.68
LPL Financial LLC 446,787 78.68
Wells Fargo & Company/mn 305,742 78.68
Bank Of America Corp /de/ 241,259 78.68
Commonwealth Equity Services, Llc 189,225 0.08
Royal Bank Of Canada 147,415 78.68
Cetera Investment Advisers 143,358 78.68
Cambridge Investment Research Advisors, Inc. 130,903 0.08
Envestnet Asset Management Inc 122,405 78.68
Ameriprise Financial Inc 113,913 78.84
Kestra Advisory Services, LLC 110,997 78.68
Raymond James Financial Services Advisors, Inc. 109,993 78709.85
Advisor Group Holdings, Inc. 98,178 78.68
Raymond James & Associates 87,739 78.68
SRS Capital Advisors, Inc. 83,860 78.68
Ten Capital Wealth Advisors, LLC 79,519 78680.38
UBS Group AG 65,661 78.68
Janney Montgomery Scott LLC 62,745 78.68
Good Life Advisors, LLC 55,622 78680.99
D.a. Davidson & Co. 46,642 78.68

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 963,996 81.03
LPL Financial LLC 519,187 81.03
Wells Fargo & Company/mn 405,546 81.03
Bank Of America Corp /de/ 276,187 81.03
Commonwealth Equity Services, Llc 197,619 81.03
Cambridge Investment Research Advisors, Inc. 152,738 81.03
Raymond James & Associates 146,552 81.03
Envestnet Asset Management Inc 126,686 81.03
Raymond James Financial Services Advisors, Inc. 124,146 81.06
Ameriprise Financial Inc 123,678 81.02
Advisor Group Holdings, Inc. 121,952 81.05
TMD Wealth Management, LLC 119,887 81.03
Cetera Investment Advisers 113,449 81.03
Kestra Advisory Services, LLC 108,996 0.08
Royal Bank Of Canada 100,521 81.03
Ten Capital Wealth Advisors, LLC 81,853 81.04
Susquehanna International Group, Llp 71,127 81.02
SRS Capital Advisors, Inc. 71,046 81.03
Private Advisor Group, LLC 66,468 81.03
Janney Montgomery Scott LLC 65,411 81.03

 

Recent Quarter Analysis

Name Shares PPS
Kraft, Davis & Associates, LLC 36,862 86.48
Insigneo Advisory Services, Llc 5,051 78.60
True Capital Management 4,063 78.76
Paul Damon & Associates, Inc. 3,844 78.56
VitalStone Financial, LLC 3,041 79907.93
OneAscent Financial Services LLC 2,875 78.61
Kapstone Financial Advisors LLC 2,627 87.93
Luken Investment Analytics, LLC 565 77.88
Tanglewood Legacy Advisors, LLC 385 77.92
International Assets Investment Management, Llc 250 78680.00
Hanson & Doremus Investment Management 168 77.38
Belpointe Asset Management LLC 46 78673.91
Freedom Wealth Alliance, Llc 37 81.08
ICA Group Wealth Management, LLC 0
Nomura Asset Management Co Ltd 0
Name Shares PPS
TMD Wealth Management, LLC 119,887 81.03
Golden State Wealth Management, LLC 52,066 109.07
GeoWealth Management, LLC 27,437 81.02
Householder Group Estate & Retirement Specialist, LLC 11,633 80.98
Jane Street Group, Llc 7,485 81.10
AOG Institutional Diversified Fund 6,670 82.16
Montz Harcus Wealth Management LLC 5,648 81.09
Sigma Planning Corp 5,115 81.13
Pinnacle Private Wealth, LLC 5,046 82.24
Two Sigma Securities, Llc 3,207 81.07
Integrated Wealth Concepts LLC 3,198 80.99
MAI Capital Management 3,132 81.10
tru Independence LLC 2,564
Apollon Wealth Management, LLC 2,535 80.87
BerganKDV Wealth Management, LLC 1,229 81.37
Selective Wealth Management, Inc. 1,100 80.91
Oxler Private Wealth LLC 1,100 95650.00
Wagner Wealth Management, Llc 770 80.52
GPS Wealth Strategies Group, LLC 613 81.57
Endurance Wealth Management, Inc. 224 80.36
Castle Wealth Management Llc 165 133.33
Signature Securities Group Corporation 153 81078.43
Meeder Asset Management Inc 50 80.00
Salem Investment Counselors Inc 24 83.33
Raleigh Capital Management Inc. 4
Willner & Heller, Llc
First Heartland Consultants, Inc.
Global Trust Asset Management, LLC
Verus Capital Partners, Llc
Laurel Wealth Advisors, Inc.
Stonebridge Financial Planning Group, LLC
Acorn Wealth Advisors, LLC
Fortitude Advisory Group L.L.C.
Kb Financial Partners, Llc
Koshinski Asset Management, Inc.
Advisory Alpha, LLC
Parallel Advisors, LLC
Atria Wealth Solutions, Inc.
M Holdings Securities, Inc.
Raymond James Trust N.a.
Resources Investment Advisors, LLC.
Eldridge Investment Advisors, Inc.
Pinnacle Family Advisors, LLC
Assetmark, Inc
Triumph Capital Management
Patriot Financial Group Insurance Agency, LLC
Northern Trust Corp
Synovus Financial Corp
Comprehensive Financial Consultants Institutional, Inc.
Creative Financial Designs Inc /adv
Bessemer Group Inc
Wealthcare Advisory Partners LLC
Lloyd Advisory Services, LLC.
Epiq Partners, Llc
Financial Advocates Investment Management
Wealth Effects Llc
Baldrige Asset Management LLC
Advisory Resource Group
Renaissance Technologies Llc
Capital Investment Advisory Services, LLC
Kowal Investment Group, LLC
Flow Traders U.s. Llc
BlackRock Inc.
Old Mission Capital Llc
Appleton Partners Inc/ma
Mercer Global Advisors Inc /adv
Almanack Investment Partners, LLC.
Captrust Financial Advisors
Commerce Bank
Thrivent Financial For Lutherans
Coastal Capital Group, Inc.
M&t Bank Corp
First Manhattan Co
Sargent Bickham Lagudis LLC
Pensionmark Financial Group, Llc
Meitav Dash Investments Ltd
My Legacy Advisors, LLC
PFG Advisors
RFG Advisory, LLC
Capital Asset Advisory Services LLC
StoneX Group Inc.
Nomura Asset Management Co Ltd
Charter Oak Capital Management, LLC
Huntington National Bank
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 809,126 78.68 963,996 81.03
LPL Financial LLC 446,787 78.68 519,187 81.03
Wells Fargo & Company/mn 305,742 78.68 405,546 81.03
Bank Of America Corp /de/ 241,259 78.68 276,187 81.03
Commonwealth Equity Services, Llc 189,225 0.08 197,619 81.03
Royal Bank Of Canada 147,415 78.68 100,521 81.03
Cetera Investment Advisers 143,358 78.68 113,449 81.03
Cambridge Investment Research Advisors, Inc. 130,903 0.08 152,738 81.03
Envestnet Asset Management Inc 122,405 78.68 126,686 81.03
Ameriprise Financial Inc 113,913 78.84 123,678 81.02
Advisor Group Holdings, Inc. 98,178 78.68 121,952 81.05
Raymond James & Associates 87,739 78.68 146,552 81.03
SRS Capital Advisors, Inc. 83,860 78.68 71,046 81.03
UBS Group AG 65,661 78.68 64,018 81.02
Janney Montgomery Scott LLC 62,745 78.68 65,411 81.03
D.a. Davidson & Co. 46,642 78.68 50,819 81.03
Truist Financial Corp 44,880 78.68 51,661 81.03
Harbour Investments, Inc. 40,913 78.68 44,378 82.16
Susquehanna International Group, Llp 38,098 78.69 71,127 81.02
Cetera Advisors LLC 36,291 78.67 41,677 81.03
Name Current Shares Current PPS Previous Shares Previous PPS
Kestra Advisory Services, LLC 110,997 78.68 108,996 0.08
Raymond James Financial Services Advisors, Inc. 109,993 78709.85 124,146 81.06
Ten Capital Wealth Advisors, LLC 79,519 78680.38 81,853 81.04
Good Life Advisors, LLC 55,622 78680.99 55,063 81.03
Ascension Capital Advisors, Inc. 45,536 78679.99 46,346 81.02
Cassia Capital Partners, LLC 43,962 78680.00 49,472 81.04
Prospera Financial Services Inc 43,135 78680.84 48,302 81.03
Bickling Financial Services, Inc. 37,776 78679.40 39,478 81.03
Western Wealth Management, LLC 27,485 78681.72 54,468 80.98
Atria Investments Llc 23,597 78682.93 23,752 81.05
Chicago Partners Investment Group LLC 22,833 86719.35 23,315 84.37
Integrity Financial Corp /WA 20,673 78679.05 29,720 81.02
Calton & Associates, Inc. 16,296 78679.06 14,667 81.00
Avantax Advisory Services, Inc. 15,733 78679.40 16,206 81.02
Fernwood Investment Management, LLC 15,477 78681.20 15,011 81.01
Spectrum Wealth Advisory Group, LLC 14,156 78678.09 14,824 81.02
Steward Partners Investment Advisory, Llc 12,313 78.70 12,732 0.08
Ahrens Investment Partners LLC 9,910 78679.52 9,987 81.01
Stratos Wealth Partners, LTD. 9,213 78685.77 9,535 81.07
Accel Wealth Management 9,107 78683.43 13,415 86.32
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Royal Bank Of Canada 46,894 147,415 78.68 100,521 81.03 46.65
Cetera Investment Advisers 29,909 143,358 78.68 113,449 81.03 26.36
SRS Capital Advisors, Inc. 12,814 83,860 78.68 71,046 81.03 18.04
Money Concepts Capital Corp 7,062 11,182 78.70 4,120 81.07 171.41
Pnc Financial Services Group, Inc. 6,294 33,472 78.69 27,178 81.02 23.16
Kestra Advisory Services, LLC 2,001 110,997 78.68 108,996 0.08 1.84
UBS Group AG 1,643 65,661 78.68 64,018 81.02 2.57
Calton & Associates, Inc. 1,629 16,296 78679.06 14,667 81.00 11.11
Clarus Wealth Advisors 1,128 8,174 79679.96 7,046 82.03 16.01
Jpmorgan Chase & Co 790 790 78.48 0 0.00
GWM Advisors LLC 729 17,356 77.84 16,627 81.01 4.38
Investors Research Corp 625 4,558 78679.90 3,933 81.11 15.89
Good Life Advisors, LLC 559 55,622 78680.99 55,063 81.03 1.02
Cetera Advisor Networks LLC 529 23,285 78.68 22,756 81.03 2.32
Mml Investors Services, Llc 472 10,626 0.09 10,154 81.05 4.65
Fernwood Investment Management, LLC 466 15,477 78681.20 15,011 81.01 3.10
Mariner, LLC 413 24,831 0.08 24,418 81.05 1.69
Creative Planning 367 4,998 78.63 4,631 80.98 7.92
CoreCap Advisors, LLC 272 272 77.21 0 0.00
Bank Of Montreal /can/ 138 1,898 79.03 1,760 87.50 7.84
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 154,870 809,126 78.68 963,996 81.03 -16.07
Wells Fargo & Company/mn 99,804 305,742 78.68 405,546 81.03 -24.61
LPL Financial LLC 72,400 446,787 78.68 519,187 81.03 -13.94
Raymond James & Associates 58,813 87,739 78.68 146,552 81.03 -40.13
Private Advisor Group, LLC 37,856 28,612 78.67 66,468 81.03 -56.95
Bank Of America Corp /de/ 34,928 241,259 78.68 276,187 81.03 -12.65
Susquehanna International Group, Llp 33,029 38,098 78.69 71,127 81.02 -46.44
Western Wealth Management, LLC 26,983 27,485 78681.72 54,468 80.98 -49.54
Advisor Group Holdings, Inc. 23,774 98,178 78.68 121,952 81.05 -19.49
PCG Wealth Advisors, LLC 22,245 14,177 78.65 36,422 81.00 -61.08
Cambridge Investment Research Advisors, Inc. 21,835 130,903 0.08 152,738 81.03 -14.30
Tower Research Capital LLC (TRC) 20,610 6 20,616 81.05 -99.97
Citadel Advisors Llc 17,755 26,861 78.66 44,616 81.02 -39.80
Goldman Sachs Group Inc 15,925 14,751 78.71 30,676 81.04 -51.91
Raymond James Financial Services Advisors, Inc. 14,153 109,993 78709.85 124,146 81.06 -11.40
Ameriprise Financial Inc 9,765 113,913 78.84 123,678 81.02 -7.90
Alpha Omega Group, Inc. 9,583 29,894 78.68 39,477 81.03 -24.27
Integrity Financial Corp /WA 9,047 20,673 78679.05 29,720 81.02 -30.44
Commonwealth Equity Services, Llc 8,394 189,225 0.08 197,619 81.03 -4.25
IFP Advisors, Inc 8,354 14,005 0.07 22,359 45.31 -37.36
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
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