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 260 32.00 32.39 32.24
Previous Quarter 277 181.00 32.39 33.07

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 5 67 19 0 12 7
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 4 2 12 0 10 2
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
PNC FINANCIAL SERVICES GROUP, INC. 22,061,408
Pnc Financial Services Group, Inc. 19,554,810 32.39
BRYN MAWR TRUST Co 2,032,068 32.39
Commonwealth Equity Services, Llc 903,151 32.39
Lido Advisors, LLC 740,336 32.39
Citizens & Northern Corp 550,586 32.39
Advisor Group Holdings, Inc. 546,037 34.76
Pure Financial Advisors, Inc. 525,024 27.16
Riverpoint Wealth Management Holdings, LLC 450,692 32.39
Thrivent Financial For Lutherans 450,186 34.72
Creative Planning 368,201 32.39
Envestnet Asset Management Inc 358,993 32.39
Truefg, Llc 344,202 32.39
Brookstone Capital Management 337,233 27.47
MAI Capital Management 322,680 32.39
Full Sail Capital, LLC 258,006 32.39
Financial Engines Advisors L.L.C. 212,793 32.39
Bard Financial Services, Inc. 186,659 27.16
American Trust 185,031 32.39
Black Diamond Financial, LLC 184,679 32.39

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
Pnc Financial Services Group, Inc. 19,554,810 32.39
BRYN MAWR TRUST Co 2,032,068 32.39
Commonwealth Equity Services, Llc 903,151 32.39
Lido Advisors, LLC 740,336 32.39
Citizens & Northern Corp 550,586 32.39
Advisor Group Holdings, Inc. 546,037 34.76
Pure Financial Advisors, Inc. 539,097 32.39
Riverpoint Wealth Management Holdings, LLC 450,692 32.39
Thrivent Financial For Lutherans 450,186 34.72
Creative Planning 368,201 32.39
Envestnet Asset Management Inc 358,993 32.39
Truefg, Llc 344,202 32.39
MAI Capital Management 322,680 32.39
Bard Financial Services, Inc. 259,112 32.39
Full Sail Capital, LLC 258,006 32.39
Brookstone Capital Management 243,737 32.41
Financial Engines Advisors L.L.C. 212,793 32.39
First Mercantile Trust Co 199,443 30.39
American Trust 185,031 32.39
Black Diamond Financial, LLC 184,679 32.39

 

Recent Quarter Analysis

Name Shares PPS
PNC FINANCIAL SERVICES GROUP, INC. 22,061,408
Intergy Private Wealth, LLC 15,334 27.13
Allworth Financial LP 5,790 27.12
Dividend Asset Capital, Llc 775 27.10
Gradient Investments LLC 30 33.33
Name Shares PPS
First Mercantile Trust Co 199,443 30.39
Moors & Cabot, Inc. 66,350 14.24
Ameritas Investment Corp 31,989 0.03
Insight Wealth Strategies, LLC 26,406 32.38
Mid Atlantic Financial Management Inc/adv 17,452 30.43
Professional Planning 13,856 30.38
NorthCoast Asset Management LLC 12,777 30.45
Green Harvest Asset Management LLC 10,072 30.38
Fma Advisory Inc 6,685 30.37
Koshinski Asset Management, Inc. 4,147 32.31
IFP Advisors, Inc 1,121 34.79
Herold Advisors, Inc. 750 32389.33
Gradient Investments LLC 106 28.30
Carroll Financial Associates, Inc. 39 25.64
Laurel Wealth Advisors LLC
Aspire Private Capital, LLC
Paragon Capital Management Ltd
Adviser Investments LLC
BlackRock Inc.
Tradewinds Capital Management, LLC
Strategic Blueprint, LLC
Wescott Financial Advisory Group, LLC
Beaumont Capital Management, LLC
Renaissance Technologies Llc
IFS Advisors, LLC
Kessler Investment Group, LLC
Heritage Wealth Advisors
Sowell Financial Services LLC
QALTX - Quantified Alternative Investment Fund Investor Class Shares
GWM Advisors LLC
Ellevest, Inc.
Simplex Trading, Llc
Barclays Plc
Wealthcare Advisory Partners LLC
Cranbrook Wealth Management, LLC
Umb Bank N A/mo
Archer Investment Corp
Liberty Wealth Management Llc
HAP Trading, LLC
ATRAX - Catalyst Systematic Alpha Fund Class A
Huntington National Bank
Advisors Preferred, LLC
Baldwin Brothers Inc/ma
Catalyst Capital Advisors LLC
Wealthstar Advisors, Llc
Cahill Financial Advisors Inc
Mcdonald Partners Llc
Eaton Vance Management
Paradigm Financial Partners, Llc
Fifth Third Securities, Inc.
GSB Wealth Management, LLC
Trust Co Of Vermont
Citadel Advisors Llc
Absolute Capital Management, LLC
Stone House Investment Management, LLC
Barnett & Company, Inc.
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares
StrategIQ Financial Group, LLC
Cornerstone Advisory, LLC
Snowden Capital Advisors LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Citigroup Inc
Boyd Wealth Management, LLC
Coastal Investment Advisors, Inc.
CoreCap Advisors, LLC
Walled Lake Planning & Wealth Management, Llc
Beacon Pointe Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Pure Financial Advisors, Inc. 525,024 27.16 539,097 32.39
Brookstone Capital Management 337,233 27.47 243,737 32.41
Bard Financial Services, Inc. 186,659 27.16 259,112 32.39
Cambridge Investment Research Advisors, Inc. 80,163 27.16 72,183 32.39
Kohmann Bosshard Financial Services, LLC 30,471 27.17 8,176 32.41
HBW Advisory Services LLC 23,451 27.16 23,000 32.39
Baldrige Asset Management LLC 16,521 27.18 16,423 32.39
Mascoma Wealth Management LLC 13,110 27.15 2,100 32.38
Global Retirement Partners, LLC 12,112 27.16 12,072 28.91
Investmark Advisory Group LLC 11,385 27.14 9,258 32.30
Pinnacle Private Wealth, LLC 9,638 27.18 8,578 32.41
QAI - IQ Hedge Multi-Strategy Tracker ETF 9,635 31.03 2,206 31.73
Private Advisor Group, LLC 8,550 27.13 8,774 32.37
Lynch & Associates/in 7,975 27.21 7,982 32.45
BerganKDV Wealth Management, LLC 6,328 27.18 6,326 32.41
Valley National Advisers Inc 1,610 27.33 1,610 32.30
QLS - IQ Hedge Long/Short Tracker ETF 1,009 30.72 1,118 32.20
Newbridge Financial Services Group, Inc. 796 27.64 796 32.66
AdvisorNet Financial, Inc 359 27.86 2,372 32.46
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Brookstone Capital Management 93,496 337,233 27.47 243,737 32.41 38.36
Kohmann Bosshard Financial Services, LLC 22,295 30,471 27.17 8,176 32.41 272.69
Mascoma Wealth Management LLC 11,010 13,110 27.15 2,100 32.38 524.29
Cambridge Investment Research Advisors, Inc. 7,980 80,163 27.16 72,183 32.39 11.06
QAI - IQ Hedge Multi-Strategy Tracker ETF 7,429 9,635 31.03 2,206 31.73 336.76
Investmark Advisory Group LLC 2,127 11,385 27.14 9,258 32.30 22.97
Pinnacle Private Wealth, LLC 1,060 9,638 27.18 8,578 32.41 12.36
HBW Advisory Services LLC 451 23,451 27.16 23,000 32.39 1.96
Baldrige Asset Management LLC 98 16,521 27.18 16,423 32.39 0.60
Global Retirement Partners, LLC 40 12,112 27.16 12,072 28.91 0.33
BerganKDV Wealth Management, LLC 2 6,328 27.18 6,326 32.41 0.03
SOA Wealth Advisors, LLC. 1 16 15 6.67
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bard Financial Services, Inc. 72,453 186,659 27.16 259,112 32.39 -27.96
Pure Financial Advisors, Inc. 14,073 525,024 27.16 539,097 32.39 -2.61
AdvisorNet Financial, Inc 2,013 359 27.86 2,372 32.46 -84.87
Arkadios Wealth Advisors 571 9,133 9,704 -5.88
Private Advisor Group, LLC 224 8,550 27.13 8,774 32.37 -2.55
QLS - IQ Hedge Long/Short Tracker ETF 109 1,009 30.72 1,118 32.20 -9.75
Lynch & Associates/in 7 7,975 27.21 7,982 32.45 -0.09
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
Intergy Private Wealth, LLC 15,334 27.13
Allworth Financial LP 5,790 27.12
Dividend Asset Capital, Llc 775 27.10
Gradient Investments LLC 30 33.33
Name Shares PPS
Koshinski Asset Management, Inc. 4,147 32.31
Herold Advisors, Inc. 750 32389.33
Name Current Shares Current PPS Previous Shares Previous PPS
Brookstone Capital Management 337,233 27.47 243,737 32.41
Cambridge Investment Research Advisors, Inc. 80,163 27.16 72,183 32.39
HBW Advisory Services LLC 23,451 27.16 23,000 32.39
Baldrige Asset Management LLC 16,521 27.18 16,423 32.39
Mascoma Wealth Management LLC 13,110 27.15 2,100 32.38
Global Retirement Partners, LLC 12,112 27.16 12,072 28.91
Investmark Advisory Group LLC 11,385 27.14 9,258 32.30
Pinnacle Private Wealth, LLC 9,638 27.18 8,578 32.41
Private Advisor Group, LLC 8,550 27.13 8,774 32.37
BerganKDV Wealth Management, LLC 6,328 27.18 6,326 32.41
Valley National Advisers Inc 1,610 27.33 1,610 32.30
Newbridge Financial Services Group, Inc. 796 27.64 796 32.66
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Brookstone Capital Management 93,496 337,233 27.47 243,737 32.41 38.36
Mascoma Wealth Management LLC 11,010 13,110 27.15 2,100 32.38 524.29
Cambridge Investment Research Advisors, Inc. 7,980 80,163 27.16 72,183 32.39 11.06
Investmark Advisory Group LLC 2,127 11,385 27.14 9,258 32.30 22.97
Pinnacle Private Wealth, LLC 1,060 9,638 27.18 8,578 32.41 12.36
HBW Advisory Services LLC 451 23,451 27.16 23,000 32.39 1.96
Baldrige Asset Management LLC 98 16,521 27.18 16,423 32.39 0.60
Global Retirement Partners, LLC 40 12,112 27.16 12,072 28.91 0.33
BerganKDV Wealth Management, LLC 2 6,328 27.18 6,326 32.41 0.03
SOA Wealth Advisors, LLC. 1 16 15 6.67
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Arkadios Wealth Advisors 571 9,133 9,704 -5.88
Private Advisor Group, LLC 224 8,550 27.13 8,774 32.37 -2.55
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