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 25 26.00 26.63 26.08
Previous Quarter 13 26.00 25.89 25.89

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 12 5 1 5 5 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 7 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
FIRST TRUST PORTFOLIOS LP 22,121,266
Minichmacgregor Wealth Management, Llc 180,895 25.64
Paragon Private Wealth Management, LLC 57,236 26.52
Flagship Harbor Advisors, Llc 42,214 25.65
Raymond James & Associates 40,828 27.06
HFG Advisors, Inc. 33,954 25.65
Private Advisor Group, LLC 32,727 25.64
LPL Financial LLC 28,353 27.09
Susquehanna International Group, Llp 27,170 27.09
Cambridge Investment Research Advisors, Inc. 11,147 25.66
Eclectic Associates Inc /adv 10,396 25.68
Captrust Financial Advisors 7,350 27.07
Advisor Group Holdings, Inc. 5,446 26.63
Morgan Stanley 1,500 27.33
PSI Advisors, LLC 1,100 27.27
Westside Investment Management, Inc. 478
Benjamin F. Edwards & Company, Inc. 408 26.96
Royal Bank Of Canada 147 27.21
Prospera Financial Services Inc 122 24.59
Wells Fargo & Company/mn 1

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

 

Recent Quarter Analysis

Name Shares PPS
FIRST TRUST PORTFOLIOS LP 22,121,266
Minichmacgregor Wealth Management, Llc 180,895 25.64
Paragon Private Wealth Management, LLC 57,236 26.52
Flagship Harbor Advisors, Llc 42,214 25.65
HFG Advisors, Inc. 33,954 25.65
Private Advisor Group, LLC 32,727 25.64
Cambridge Investment Research Advisors, Inc. 11,147 25.66
Eclectic Associates Inc /adv 10,396 25.68
Captrust Financial Advisors 7,350 27.07
PSI Advisors, LLC 1,100 27.27
Westside Investment Management, Inc. 478
Prospera Financial Services Inc 122 24.59
Name Shares PPS
National Asset Management, Inc. 8,765 25.90
UBS Group AG 155 25.81
Cwm, Llc
Proequities, Inc.
Citadel Advisors Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Benjamin F. Edwards & Company, Inc. 408 26.96 406 27.09
Name Current Shares Current PPS Previous Shares Previous PPS
Raymond James & Associates 40,828 27.06 33,996 25.89
LPL Financial LLC 28,353 27.09 25,064 25.89
Susquehanna International Group, Llp 27,170 27.09 25,335 25.85
Advisor Group Holdings, Inc. 5,446 26.63 1,086 25.78
Morgan Stanley 1,500 27.33 1,500 26.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Raymond James & Associates 6,832 40,828 27.06 33,996 25.89 20.10
Advisor Group Holdings, Inc. 4,360 5,446 26.63 1,086 25.78 401.47
LPL Financial LLC 3,289 28,353 27.09 25,064 25.89 13.12
Susquehanna International Group, Llp 1,835 27,170 27.09 25,335 25.85 7.24
Benjamin F. Edwards & Company, Inc. 2 408 26.96 406 27.09 0.49
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
Minichmacgregor Wealth Management, Llc 180,895 25.64
Flagship Harbor Advisors, Llc 42,214 25.65
HFG Advisors, Inc. 33,954 25.65
Private Advisor Group, LLC 32,727 25.64
Cambridge Investment Research Advisors, Inc. 11,147 25.66
Eclectic Associates Inc /adv 10,396 25.68
Westside Investment Management, Inc. 478
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