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	200	48.00	47.92	47.44
Previous Quarter	207	345.00	47.92	50.69

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	3	48	13	2	7	6
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	3	7	10	0	3	6
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
Bank Of America Corp /de/	3,252,910	47.92
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	615,107	45.82
Commonwealth Equity Services, Llc	483,857	47.92
Fragasso Group Inc.	408,493	47.92
Lido Advisors, LLC	395,098	47.92
Envestnet Asset Management Inc	339,069	47.92
Advisor Group Holdings, Inc.	325,826	48.22
Truist Financial Corp	268,165	47.92
Cambridge Investment Research Advisors, Inc.	266,486	45.13
LPL Financial LLC	233,044	47.92
Full Sail Capital, LLC	183,194	47.92
Brookstone Capital Management	181,848	44.98
Smith Shellnut Wilson Llc /adv	176,805	47.92
HighTower Advisors, LLC	164,935	47.91
Beaumont Capital Management, LLC	145,900	47.92
Advisory Services Network, LLC	144,808	47.93
Estate Counselors, LLC	121,040	47.92
HBW Advisory Services LLC	118,088	45.13
Fortis Advisors, LLC	117,533	40.24
IFG Advisory, LLC	107,292	47.92

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
Bank Of America Corp /de/	3,252,910	47.92
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF	1,227,688	43.29
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	606,214	44.78
Commonwealth Equity Services, Llc	483,857	47.92
Fragasso Group Inc.	408,493	47.92
Lido Advisors, LLC	395,098	47.92
Envestnet Asset Management Inc	339,069	47.92
Advisor Group Holdings, Inc.	325,826	48.22
Truist Financial Corp	268,165	47.92
LPL Financial LLC	233,044	47.92
Cambridge Investment Research Advisors, Inc.	231,268	47.92
Brookstone Capital Management	211,247	48.73
Full Sail Capital, LLC	183,194	47.92
Smith Shellnut Wilson Llc /adv	176,805	47.92
HighTower Advisors, LLC	164,935	47.91
Beaumont Capital Management, LLC	145,900	47.92
Advisory Services Network, LLC	144,808	47.93
Adviser Investments LLC	123,375	47.92
Estate Counselors, LLC	121,040	47.92
Fortis Advisors, LLC	117,533	40.24

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
HBW Advisory Services LLC	118,088	45.13
Orion Portfolio Solutions, LLC	9,119	45.18
ACG Wealth	2,481	45.14

Recent Quarter 48 Institutes closed out their positions

Name	Shares	PPS
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF	1,227,688	43.29
Adviser Investments LLC	123,375	47.92
GEFAX - CMG Mauldin Core Fund Class A Shares	97,000	44.78
Fma Advisory Inc	18,352	41.14
Mid Atlantic Financial Management Inc/adv	18,105	41.15
Private Advisor Group, LLC	15,640	47.95
CMGQX - CMG Tactical All Asset Strategy Fund Class A Shares	14,311	44.79
Ameritas Investment Corp	4,980
Arkadios Wealth Advisors	4,307
Investmark Advisory Group LLC	1,583	46.11
Koshinski Asset Management, Inc.	1,357	47.90
IFP Advisors, Inc	904	47.57
Herold Advisors, Inc.	850	47920.00
Allworth Financial LP	62	48.39
Fifth Third Bancorp
Citadel Advisors Llc
Pnc Financial Services Group, Inc.
Signet Financial Management, Llc
Us Bancorp \de\
Atlas Private Wealth Advisors
Aspire Private Capital, LLC
Viridian Ria, Llc
Healthcare Of Ontario Pension Plan Trust Fund
Allegheny Financial Group LTD
Johnson Financial Group, Inc.
Kestra Private Wealth Services, Llc
FRG Family Wealth Advisors LLC
Clearview Wealth Advisors LLC
Capital Asset Advisory Services LLC
Rational Advisors Llc
AllSquare Wealth Management LLC
Birchcreek Wealth Management, LLC
Galvin, Gaustad & Stein, LLC
Red Door Wealth Management, LLC
RPG Investment Advisory, LLC
Renaissance Technologies Llc
Lindbrook Capital, Llc
Beaumont Financial Partners, LLC
Jacobi Capital Management LLC
Stonebridge Financial Planning Group, LLC
FinTrust Capital Advisors, LLC
SOUTH STATE Corp
TBH Global Asset Management, LLC
Jpmorgan Chase & Co
Flow Traders U.s. Llc
ExodusPoint Capital Management, LP
Barclays Plc
Eaton Vance Management

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	266,486	45.13	231,268	47.92
Brookstone Capital Management	181,848	44.98	211,247	48.73
Karp Capital Management Corp	48,016	45.13	61,644	47.92
Mascoma Wealth Management LLC	24,872	45.11	24,937	47.92
Financial Management Network Inc	7,910	46.27	5,435	48.21
Lynch & Associates/in	7,854	45.07	7,825	47.92
Wbh Advisory Inc	6,910	45.15	7,187	47.17
Sequent Asset Management, LLC	5,398	45.20	5,398	47.98
Newbridge Financial Services Group, Inc.	317	44.16	317	47.32
AdvisorNet Financial, Inc	311	45.02	287	48.78
Rosenberg Matthew Hamilton	306	45.75	336	47.62
Gradient Investments LLC	192	46.88	254	47.24
Tsfg, Llc	170	47.06	169	47.34

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	615,107	45.82	606,214	44.78
TMCVX - Thrivent Mid Cap Value Fund Class S	2,930	45.73	2,873	44.90

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	35,218	266,486	45.13	231,268	47.92	15.23
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	8,893	615,107	45.82	606,214	44.78	1.47
Financial Management Network Inc	2,475	7,910	46.27	5,435	48.21	45.54
TMCVX - Thrivent Mid Cap Value Fund Class S	57	2,930	45.73	2,873	44.90	1.98
Lynch & Associates/in	29	7,854	45.07	7,825	47.92	0.37
AdvisorNet Financial, Inc	24	311	45.02	287	48.78	8.36
Tsfg, Llc	1	170	47.06	169	47.34	0.59

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	29,399	181,848	44.98	211,247	48.73	-13.92
Karp Capital Management Corp	13,628	48,016	45.13	61,644	47.92	-22.11
Wbh Advisory Inc	277	6,910	45.15	7,187	47.17	-3.85
Mascoma Wealth Management LLC	65	24,872	45.11	24,937	47.92	-0.26
Gradient Investments LLC	62	192	46.88	254	47.24	-24.41
Rosenberg Matthew Hamilton	30	306	45.75	336	47.62	-8.93

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 3 New Institutes added position

Name	Shares	PPS
HBW Advisory Services LLC	118,088	45.13
Orion Portfolio Solutions, LLC	9,119	45.18
ACG Wealth	2,481	45.14

Past Week 7 Institutes closed out their positions

Name	Shares	PPS
Investmark Advisory Group LLC	1,583	46.11
Adviser Investments LLC	123,375	47.92
Arkadios Wealth Advisors	4,307
Private Advisor Group, LLC	15,640	47.95
Koshinski Asset Management, Inc.	1,357	47.90
Herold Advisors, Inc.	850	47920.00
Allworth Financial LP	62	48.39

Past Week 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	266,486	45.13	231,268	47.92
Brookstone Capital Management	181,848	44.98	211,247	48.73
Karp Capital Management Corp	48,016	45.13	61,644	47.92
Mascoma Wealth Management LLC	24,872	45.11	24,937	47.92
Financial Management Network Inc	7,910	46.27	5,435	48.21
Wbh Advisory Inc	6,910	45.15	7,187	47.17
Newbridge Financial Services Group, Inc.	317	44.16	317	47.32
Rosenberg Matthew Hamilton	306	45.75	336	47.62
Gradient Investments LLC	192	46.88	254	47.24
Tsfg, Llc	170	47.06	169	47.34

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	35,218	266,486	45.13	231,268	47.92	15.23
Financial Management Network Inc	2,475	7,910	46.27	5,435	48.21	45.54
Tsfg, Llc	1	170	47.06	169	47.34	0.59

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	29,399	181,848	44.98	211,247	48.73	-13.92
Karp Capital Management Corp	13,628	48,016	45.13	61,644	47.92	-22.11
Wbh Advisory Inc	277	6,910	45.15	7,187	47.17	-3.85
Mascoma Wealth Management LLC	65	24,872	45.11	24,937	47.92	-0.26
Gradient Investments LLC	62	192	46.88	254	47.24	-24.41
Rosenberg Matthew Hamilton	30	306	45.75	336	47.62	-8.93

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name