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 183 45.00 45.85 45.45
Previous Quarter 196 345.00 45.85 46.65

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 5 52 8 2 2 6
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 6 6 1 0 5
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
Lido Advisors, LLC 789,311 45.85
Charles Schwab Investment Management Inc 752,869 45.85
Morningstar Investment Services LLC 660,320 45.95
Commonwealth Equity Services, Llc 546,754 45.85
Advocacy Wealth Management Services, LLC 503,625 43.27
Cetera Advisor Networks LLC 466,996 45.85
Truist Financial Corp 304,759 45.85
Envestnet Asset Management Inc 287,583 45.85
Advisor Group Holdings, Inc. 260,155 44.79
LPL Financial LLC 220,005 45.85
RWM Asset Management, LLC 218,728 43.27
Bank Of America Corp /de/ 170,181 45.85
Goldman Sachs Group Inc 164,248 45.85
Full Sail Capital, LLC 147,980 45.85
Advisory Services Network, LLC 135,147 45.85
Cambridge Investment Research Advisors, Inc. 134,003 43.27
Kestra Advisory Services, LLC 111,817 45.85
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 107,323 46.70
Atlas Capital Advisors Llc 98,328 45.85
AE Wealth Management LLC 82,069 45.85

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
Lido Advisors, LLC 789,311 45.85
Charles Schwab Investment Management Inc 752,869 45.85
Morningstar Investment Services LLC 660,320 45.95
Commonwealth Equity Services, Llc 546,754 45.85
Advocacy Wealth Management Services, LLC 510,369 46.35
Cetera Advisor Networks LLC 466,996 45.85
Truist Financial Corp 304,759 45.85
Envestnet Asset Management Inc 287,583 45.85
Advisor Group Holdings, Inc. 260,155 44.79
Cambridge Investment Research Advisors, Inc. 254,483 45.85
LPL Financial LLC 220,005 45.85
Bank Of America Corp /de/ 170,181 45.85
Goldman Sachs Group Inc 164,248 45.85
Full Sail Capital, LLC 147,980 45.85
Advisory Services Network, LLC 135,147 45.85
Kestra Advisory Services, LLC 111,817 45.85
NorthCoast Asset Management LLC 105,800 41.89
Atlas Capital Advisors Llc 98,328 45.85
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 96,280 45.73
HBW Advisory Services LLC 86,302 45.85

 

Recent Quarter Analysis

Name Shares PPS
RWM Asset Management, LLC 218,728 43.27
ACG Wealth 555 43.24
Sugarloaf Wealth Management, LLC 250 44.00
AdvisorNet Financial, Inc 160 43.75
Gradient Investments LLC 6
Name Shares PPS
NorthCoast Asset Management LLC 105,800 41.89
HBW Advisory Services LLC 86,302 45.85
Mid Atlantic Financial Management Inc/adv 17,884 41.83
Moors & Cabot, Inc. 16,875 32.77
Private Advisor Group, LLC 12,273 45.87
Green Harvest Asset Management LLC 10,915 41.87
Fma Advisory Inc 9,588 41.82
Ameritas Investment Corp 8,789
Koshinski Asset Management, Inc. 2,507 45.87
IFP Advisors, Inc 223 44.84
Investmark Advisory Group LLC 221 45.25
Herold Advisors, Inc. 182 45857.14
SOA Wealth Advisors, LLC. 55 36.36
Carroll Financial Associates, Inc. 51 39.22
Parallel Advisors, LLC
Eaton Vance Management
Disciplined Investments, LLC
Hilltop Holdings Inc.
AllSquare Wealth Management LLC
Barclays Plc
Swmg, Llc
Orion Portfolio Solutions, LLC
Kowal Investment Group, LLC
Castle Financial & Retirement Planning Associates, Inc.
Inscription Capital, LLC
Signet Financial Management, Llc
Blair William & Co/il
Thrivent Financial For Lutherans
Lifeworks Advisors, LLC
Cetera Investment Advisers
SRS Capital Advisors, Inc.
Ironwood Financial, llc
Huntington National Bank
Brinker Capital Investments, LLC
Red Door Wealth Management, LLC
Northern Trust Corp
Adviser Investments LLC
Smith Shellnut Wilson Llc /adv
Princeton Global Asset Management LLC
Stephens Inc /ar/
RPG Investment Advisory, LLC
Fifth Third Securities, Inc.
Latitude Advisors, LLC
Atticus Wealth Management, Llc
Beaumont Capital Management, LLC
Proequities, Inc.
Pacitti Group Inc.
Capital Asset Advisory Services LLC
Tyler-Stone Wealth Management
Mcdonald Partners Llc
Bank Of Montreal /can/
Deutsche Bank Ag\
Name Current Shares Current PPS Previous Shares Previous PPS
Advocacy Wealth Management Services, LLC 503,625 43.27 510,369 46.35
Cambridge Investment Research Advisors, Inc. 134,003 43.27 254,483 45.85
Atlas Brown,Inc. 36,756 43.26 37,278 45.84
Brookstone Capital Management 21,497 43.73 36,806 47.27
Lynch & Associates/in 19,259 43.25 19,085 45.85
FRG Family Wealth Advisors LLC 14,975 43.27 14,975 45.88
Rosenberg Matthew Hamilton 2,985 43.89 2,985 45.90
Global Retirement Partners, LLC 564 42.55 767 44.33
Name Current Shares Current PPS Previous Shares Previous PPS
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 107,323 46.70 96,280 45.73
Arkadios Wealth Advisors 18,572 0.05 23,427 0.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 11,043 107,323 46.70 96,280 45.73 11.47
Lynch & Associates/in 174 19,259 43.25 19,085 45.85 0.91
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 120,480 134,003 43.27 254,483 45.85 -47.34
Brookstone Capital Management 15,309 21,497 43.73 36,806 47.27 -41.59
Advocacy Wealth Management Services, LLC 6,744 503,625 43.27 510,369 46.35 -1.32
Arkadios Wealth Advisors 4,855 18,572 0.05 23,427 0.04 -20.72
Atlas Brown,Inc. 522 36,756 43.26 37,278 45.84 -1.40
Global Retirement Partners, LLC 203 564 42.55 767 44.33 -26.47
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Parallel Advisors, LLC 0
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
RWM Asset Management, LLC 218,728 43.27
ACG Wealth 555 43.24
Sugarloaf Wealth Management, LLC 250 44.00
Gradient Investments LLC 6
Name Shares PPS
Private Advisor Group, LLC 12,273 45.87
Herold Advisors, Inc. 182 45857.14
Koshinski Asset Management, Inc. 2,507 45.87
HBW Advisory Services LLC 86,302 45.85
SOA Wealth Advisors, LLC. 55 36.36
Investmark Advisory Group LLC 221 45.25
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 134,003 43.27 254,483 45.85
Atlas Brown,Inc. 36,756 43.26 37,278 45.84
Brookstone Capital Management 21,497 43.73 36,806 47.27
FRG Family Wealth Advisors LLC 14,975 43.27 14,975 45.88
Rosenberg Matthew Hamilton 2,985 43.89 2,985 45.90
Global Retirement Partners, LLC 564 42.55 767 44.33
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 18,572 0.05 23,427 0.04
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
Cambridge Investment Research Advisors, Inc. 120,480 134,003 43.27 254,483 45.85 -47.34
Brookstone Capital Management 15,309 21,497 43.73 36,806 47.27 -41.59
Arkadios Wealth Advisors 4,855 18,572 0.05 23,427 0.04 -20.72
Atlas Brown,Inc. 522 36,756 43.26 37,278 45.84 -1.40
Global Retirement Partners, LLC 203 564 42.55 767 44.33 -26.47
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