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	231	46.00	47.65	46.96
Previous Quarter	246	47.00	47.65	47.24

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	0	42	17	0	7	8
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	0	3	15	0	6	8
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
Morgan Stanley	7,190,479	47.65
LPL Financial LLC	2,967,071	47.65
Wells Fargo & Company/mn	2,957,590	47.65
Prospera Financial Services Inc	2,183,250	47.65
Commonwealth Equity Services, Llc	2,146,901	47.65
Raymond James Financial Services Advisors, Inc.	1,902,108	47.65
Bank Of America Corp /de/	1,588,424	47.65
UBS Group AG	1,279,544	47.65
Raymond James & Associates	1,241,027	47.65
Advisor Group Holdings, Inc.	1,151,532	51.17
Royal Bank Of Canada	823,137	47.65
Private Advisor Group, LLC	457,791	41.42
Stifel Financial Corp	402,628	47.65
Cetera Advisor Networks LLC	392,382	47.65
D.a. Davidson & Co.	328,017	47.65
Cambridge Investment Research Advisors, Inc.	295,414	41.42
Strid Group, LLC	291,084	41.42
Secure Asset Management, LLC	260,807	47.65
Cwm, Llc	252,398	47.65
Envestnet Asset Management Inc	238,968	47.65

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
Morgan Stanley	7,190,479	47.65
LPL Financial LLC	2,967,071	47.65
Wells Fargo & Company/mn	2,957,590	47.65
Prospera Financial Services Inc	2,183,250	47.65
Commonwealth Equity Services, Llc	2,146,901	47.65
Raymond James Financial Services Advisors, Inc.	1,902,108	47.65
Bank Of America Corp /de/	1,588,424	47.65
UBS Group AG	1,279,544	47.65
Raymond James & Associates	1,241,027	47.65
Advisor Group Holdings, Inc.	1,151,532	51.17
Royal Bank Of Canada	823,137	47.65
Private Advisor Group, LLC	461,161	47.65
Stifel Financial Corp	402,628	47.65
Cetera Advisor Networks LLC	392,382	47.65
D.a. Davidson & Co.	328,017	47.65
Cambridge Investment Research Advisors, Inc.	306,160	47.65
Strid Group, LLC	294,497	47.65
Secure Asset Management, LLC	260,807	47.65
Cwm, Llc	252,398	47.65
Envestnet Asset Management Inc	238,968	47.65

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	95,419	49.35
Ameritas Investment Corp	23,559	0.04
Strategy Asset Managers Llc	5,858	47.63
Mid Atlantic Financial Management Inc/adv	5,761	45.83
YHB Investment Advisors, Inc.	4,944	47.73
Fusion Capital, LLC	4,630	47.73
Carroll Financial Associates, Inc.	808	48.27
Wealth Quarterback LLC	137
Old Mission Capital Llc
Deutsche Bank Ag\
Advisor Resource Council
Emerald Investment Partners, Llc
Level Four Advisory Services, Llc
Center for Financial Planning, Inc.
Renaissance Technologies Llc
Atlas Capital Advisors Llc
Ahl Investment Management, Inc.
Confluence Wealth Services, Inc.
Jacobi Capital Management LLC
CX Institutional
Meridian Wealth Advisors, LLC
Fieldpoint Private Securities, LLC
Fsb Premier Wealth Management, Inc.
Atlas Private Wealth Advisors
DCM Advisors, LLC
Waypoint Capital Advisors, LLC
Braun-Bostich & Associates Inc.
Hm Payson & Co
Allegheny Financial Group LTD
FDx Advisors, Inc.
Huntington National Bank
Pinnacle Financial Partners Inc
StoneX Group Inc.
Joseph P. Lucia & Associates, LLC
Mayflower Financial Advisors, LLC
Brendel Financial Advisors LLC
Jane Street Group, Llc
Barclays Plc
Richwood Investment Advisors, LLC
Brookstone Capital Management
Janney Montgomery Scott LLC
Kingsview Wealth Management, LLC

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	457,791	41.42	461,161	47.65
Cambridge Investment Research Advisors, Inc.	295,414	41.42	306,160	47.65
Strid Group, LLC	291,084	41.42	294,497	47.65
HFG Advisors, Inc.	139,284	41.42	138,173	47.65
Qp Wealth Management, Llc	76,931	41.41	64,065	47.65
First Heartland Consultants, Inc.	56,879	41.40	57,092	47.64
Arkadios Wealth Advisors	56,394	0.04	56,620	0.05
Koshinski Asset Management, Inc.	41,439	0.05	42,674	47.64
Raymond James Trust N.a.	28,657	41.42	32,107	47.65
Minichmacgregor Wealth Management, Llc	16,283	41.39	16,282	47.60
Strategic Asset Management, LLC	7,530	41.43	7,530	47.68
Acorn Financial Advisory Services Inc /adv	5,218	41.20	5,025	47.76
City Holding Co	4,400	41.36	4,400	47.73
Global Retirement Partners, LLC	1,641	41.44	1,533	46.31
Cedar Mountain Advisors, LLC	1,490	41.61	1,487	47.75
Gradient Investments LLC	1,004	41.83	503	47.71
Allworth Financial LP	847	41.32	5,039	47.63

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Qp Wealth Management, Llc	12,866	76,931	41.41	64,065	47.65	20.08
HFG Advisors, Inc.	1,111	139,284	41.42	138,173	47.65	0.80
Gradient Investments LLC	501	1,004	41.83	503	47.71	99.60
Acorn Financial Advisory Services Inc /adv	193	5,218	41.20	5,025	47.76	3.84
Global Retirement Partners, LLC	108	1,641	41.44	1,533	46.31	7.05
Cedar Mountain Advisors, LLC	3	1,490	41.61	1,487	47.75	0.20
Minichmacgregor Wealth Management, Llc	1	16,283	41.39	16,282	47.60	0.01

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	10,746	295,414	41.42	306,160	47.65	-3.51
Allworth Financial LP	4,192	847	41.32	5,039	47.63	-83.19
Raymond James Trust N.a.	3,450	28,657	41.42	32,107	47.65	-10.75
Strid Group, LLC	3,413	291,084	41.42	294,497	47.65	-1.16
Private Advisor Group, LLC	3,370	457,791	41.42	461,161	47.65	-0.73
Koshinski Asset Management, Inc.	1,235	41,439	0.05	42,674	47.64	-2.89
Arkadios Wealth Advisors	226	56,394	0.04	56,620	0.05	-0.40
First Heartland Consultants, Inc.	213	56,879	41.40	57,092	47.64	-0.37

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 0 New Institutes added position

Name	Shares	PPS

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
YHB Investment Advisors, Inc.	4,944	47.73
Strategy Asset Managers Llc	5,858	47.63
Fusion Capital, LLC	4,630	47.73

Past Week 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	457,791	41.42	461,161	47.65
Cambridge Investment Research Advisors, Inc.	295,414	41.42	306,160	47.65
Strid Group, LLC	291,084	41.42	294,497	47.65
HFG Advisors, Inc.	139,284	41.42	138,173	47.65
First Heartland Consultants, Inc.	56,879	41.40	57,092	47.64
Arkadios Wealth Advisors	56,394	0.04	56,620	0.05
Koshinski Asset Management, Inc.	41,439	0.05	42,674	47.64
Raymond James Trust N.a.	28,657	41.42	32,107	47.65
Minichmacgregor Wealth Management, Llc	16,283	41.39	16,282	47.60
Strategic Asset Management, LLC	7,530	41.43	7,530	47.68
Acorn Financial Advisory Services Inc /adv	5,218	41.20	5,025	47.76
Global Retirement Partners, LLC	1,641	41.44	1,533	46.31
Cedar Mountain Advisors, LLC	1,490	41.61	1,487	47.75
Gradient Investments LLC	1,004	41.83	503	47.71
Allworth Financial LP	847	41.32	5,039	47.63

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
HFG Advisors, Inc.	1,111	139,284	41.42	138,173	47.65	0.80
Gradient Investments LLC	501	1,004	41.83	503	47.71	99.60
Acorn Financial Advisory Services Inc /adv	193	5,218	41.20	5,025	47.76	3.84
Global Retirement Partners, LLC	108	1,641	41.44	1,533	46.31	7.05
Cedar Mountain Advisors, LLC	3	1,490	41.61	1,487	47.75	0.20
Minichmacgregor Wealth Management, Llc	1	16,283	41.39	16,282	47.60	0.01

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	10,746	295,414	41.42	306,160	47.65	-3.51
Allworth Financial LP	4,192	847	41.32	5,039	47.63	-83.19
Raymond James Trust N.a.	3,450	28,657	41.42	32,107	47.65	-10.75
Strid Group, LLC	3,413	291,084	41.42	294,497	47.65	-1.16
Private Advisor Group, LLC	3,370	457,791	41.42	461,161	47.65	-0.73
Koshinski Asset Management, Inc.	1,235	41,439	0.05	42,674	47.64	-2.89
Arkadios Wealth Advisors	226	56,394	0.04	56,620	0.05	-0.40
First Heartland Consultants, Inc.	213	56,879	41.40	57,092	47.64	-0.37

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