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 43 33.00 34.17 31.21
Previous Quarter 43 1038.00 34.17 35.23

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 11 3 0 3 0
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 2 2 0 2 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
Retirement Planning Group 1,499,866 27.56
Kathmere Capital Management, LLC 410,622 34.17
Coyle Financial Counsel LLC 356,438 34.17
Raymond James Financial Services Advisors, Inc. 302,895 34.17
HighTower Advisors, LLC 196,751 34.19
Stegent Equity Advisors, Inc. 140,165 34.17
Beaumont Financial Partners, LLC 97,994 34.17
New England Private Wealth Advisors LLC 90,765 34.18
Cwm, Llc 64,059 34.17
Commonwealth Equity Services, Llc 46,540 34.16
Jane Street Group, Llc 43,340 34.17
Royal Bank Of Canada 27,098 34.17
Mayport, Llc 26,123 27.56
Well Done, LLC 22,303 34.17
Almanack Investment Partners, LLC. 15,860 34.17
Silicon Hills Wealth Management, LLC 15,409 34.20
First Republic Investment Management, Inc. 13,974 34.13
Warren Street Wealth Advisors, LLC 13,494 34.16
Spreng Capital Management, Inc. 11,676 34.17
Cambridge Investment Research Advisors, Inc. 9,454 27.61

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
Retirement Planning Group 1,273,395 34.17
Kathmere Capital Management, LLC 410,622 34.17
Coyle Financial Counsel LLC 356,438 34.17
Raymond James Financial Services Advisors, Inc. 302,895 34.17
HighTower Advisors, LLC 196,751 34.19
Stegent Equity Advisors, Inc. 140,165 34.17
Beaumont Financial Partners, LLC 97,994 34.17
New England Private Wealth Advisors LLC 90,765 34.18
Cwm, Llc 64,059 34.17
Commonwealth Equity Services, Llc 46,540 34.16
Jane Street Group, Llc 43,340 34.17
Royal Bank Of Canada 27,098 34.17
Well Done, LLC 22,303 34.17
Almanack Investment Partners, LLC. 15,860 34.17
Silicon Hills Wealth Management, LLC 15,409 34.20
First Republic Investment Management, Inc. 13,974 34.13
Warren Street Wealth Advisors, LLC 13,494 34.16
Spreng Capital Management, Inc. 11,676 34.17
Captrust Financial Advisors 9,381 34.22
Cambridge Investment Research Advisors, Inc. 8,796 34.22

 

Recent Quarter Analysis

Name Shares PPS
Mayport, Llc 26,123 27.56
ACG Wealth 230 26.09
Name Shares PPS
Covenant Multifamily Offices, LLC 7,731 32.60
Orion Portfolio Solutions, LLC 6,115 34.18
Herold Advisors, Inc. 100 34170.00
Empowered Funds, LLC
Mark Sheptoff Financial Planning, Llc
First National Bank of South Miami
Old Mission Capital Llc
Morgan Stanley
UBS Group AG
Proequities, Inc.
Solstein Capital, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Retirement Planning Group 1,499,866 27.56 1,273,395 34.17
Cambridge Investment Research Advisors, Inc. 9,454 27.61 8,796 34.22
AdvisorNet Financial, Inc 4,282 27.56 1,082 34.20
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Retirement Planning Group 226,471 1,499,866 27.56 1,273,395 34.17 17.78
AdvisorNet Financial, Inc 3,200 4,282 27.56 1,082 34.20 295.75
Cambridge Investment Research Advisors, Inc. 658 9,454 27.61 8,796 34.22 7.48
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Mayport, Llc 26,123 27.56
ACG Wealth 230 26.09
Name Shares PPS
Orion Portfolio Solutions, LLC 6,115 34.18
Herold Advisors, Inc. 100 34170.00
Name Current Shares Current PPS Previous Shares Previous PPS
Retirement Planning Group 1,499,866 27.56 1,273,395 34.17
Cambridge Investment Research Advisors, Inc. 9,454 27.61 8,796 34.22
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Retirement Planning Group 226,471 1,499,866 27.56 1,273,395 34.17 17.78
Cambridge Investment Research Advisors, Inc. 658 9,454 27.61 8,796 34.22 7.48
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