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 515 229.00 42.30 54.89
Previous Quarter 537 316.00 42.30 55.32

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 4 83 49 1 19 18
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 2 3 44 1 18 17
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 74 0.00 0.00 0 0.00 0.00
Previous Quarter 74 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 33,759,298 42.30
LPL Financial LLC 20,049,263 42.30
Bank Of America Corp /de/ 12,264,298 42.30
Ameriprise Financial Inc 8,847,001 42.29
Wells Fargo & Company/mn 8,743,994 42.30
UBS Group AG 8,565,115 42.30
Raymond James Financial Services Advisors, Inc. 6,517,043 42.30
Raymond James & Associates 6,121,277 42.30
Royal Bank Of Canada 5,221,759 42.30
Commonwealth Equity Services, Llc 4,748,369 42.30
Advance Capital Management, Inc. 4,553,773 42.30
Envestnet Asset Management Inc 4,051,067 42.30
Advisor Group Holdings, Inc. 3,955,972 33.97
Cambridge Investment Research Advisors, Inc. 3,612,890 38.81
Stifel Financial Corp 3,196,304 42.30
Baird Financial Group, Inc. 2,154,204 42.30
Private Advisor Group, LLC 1,843,761 38.81
Truist Financial Corp 1,670,059 42.30
Northwestern Mutual Wealth Management Co 1,615,688 42.30
Cetera Investment Advisers 1,562,981 42.30

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 33,759,298 42.30
LPL Financial LLC 20,049,263 42.30
Bank Of America Corp /de/ 12,264,298 42.30
Ameriprise Financial Inc 8,847,001 42.29
Wells Fargo & Company/mn 8,743,994 42.30
UBS Group AG 8,565,115 42.30
Raymond James Financial Services Advisors, Inc. 6,517,043 42.30
Raymond James & Associates 6,121,277 42.30
Royal Bank Of Canada 5,221,759 42.30
Commonwealth Equity Services, Llc 4,748,369 42.30
Advance Capital Management, Inc. 4,553,773 42.30
Envestnet Asset Management Inc 4,051,067 42.30
Advisor Group Holdings, Inc. 3,955,972 33.97
Cambridge Investment Research Advisors, Inc. 3,616,218 42.30
Stifel Financial Corp 3,196,304 42.30
Baird Financial Group, Inc. 2,154,204 42.30
Private Advisor Group, LLC 1,940,789 42.30
Truist Financial Corp 1,670,059 42.30
Northwestern Mutual Wealth Management Co 1,615,688 42.30
Cetera Investment Advisers 1,562,981 42.30

 

Recent Quarter Analysis

Name Shares PPS
Rockefeller Capital Management L.P. 375,654 42.30
Foundations Investment Advisors, LLC 105,387 38.96
Miracle Mile Advisors, LLC 61,813 38.81
ACG Wealth 3,132 38.95
Name Shares PPS
Rockefeller Capital Management L.P. 375,654 42.30
Ameritas Investment Corp 259,376 0.04
IFP Advisors, Inc 216,630 43.61
Mid Atlantic Financial Management Inc/adv 90,279 39.20
Hochman Cole Investment Advisors, Inc. 35,727 39.21
Newport Wealth Strategies, Inc. 20,728 39.22
Asset Management Resources, LLC 7,329 42.30
Moody National Bank Trust Division 6,831 42.31
Homrich & Berg 6,315 39.27
Cascadia Advisory Services, LLC 6,269 39.24
TKG Advisors, LLC 5,736 42.36
Herold Advisors, Inc. 1,605 42314.64
Carroll Financial Associates, Inc. 1,408 41.90
Heritage Wealth Management, Llc 643 38.88
Future Financial Wealth Managment LLC 500 42.00
Sonora Investment Management, LLC 474 40.08
Parallel Advisors, LLC 450 42.22
SageGuard Financial Group, LLC
IMA Wealth, Inc.
Monticello Wealth Management, Llc
Emerald Investment Partners, Llc
Advisor Resource Council
Cary Street Partner Investment Advisory Llc
Webster Bank, N. A.
Farmers & Merchants Trust Co of Chambersburg PA
Savior LLC
BEAM Asset Management, LLC
Sandy Spring Bank
StoneX Group Inc.
Fulcrum Capital LLC
Lindbrook Capital, Llc
Guardian Wealth Advisors, Llc / Nc
Huntington National Bank
BCR Wealth Strategies, LLC
Walled Lake Planning & Wealth Management, Llc
Northern Oak Wealth Management Inc
High Net Worth Advisory Group LLC
Claraphi Advisory Network, LLC
Investors Financial Group, LLC
Widmann Financial Services, Inc.
GoalVest Advisory LLC
Whittier Trust Co
First Midwest Bank Trust Division
Awm Capital, Llc
Pacitti Group Inc.
Rise Advisors, LLC
Chemistry Wealth Management LLC
Elmwood Wealth Management, Inc.
Barclays Plc
Sterling Manor Financial, LLC
Covington Capital Management
CoreCap Advisors, LLC
Total Investment Management Inc
Mascoma Wealth Management LLC
First Horizon Advisors, Inc.
Opal Wealth Advisors, LLC
Cassady Schiller Wealth Management, LLC
Coastal Capital Group, Inc.
Insight Wealth Strategies, LLC
Professional Financial Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
Quadrant Capital Group Llc
F3Logic, LLC
Hrt Financial Lp
Ahl Investment Management, Inc.
Jacobi Capital Management LLC
Eaton Vance Management
BHF RG Capital Inc.
Advanced Research Investment Solutions, Llc
WASHINGTON TRUST Co
Horizon Financial Services, Llc
Simplex Trading, Llc
Pitti Group Wealth Management, LLC
RGT Wealth Advisors, LLC
Liberty Wealth Management Llc
Holloway Wealth Management, LLC
V Wealth Advisors LLC
Zacks Investment Management
Diversified Trust Co
Albion Financial Group /ut
Williams Financial, LLC
Phoenix Wealth Advisors
Total Clarity Wealth Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 3,612,890 38.81 3,616,218 42.30
Private Advisor Group, LLC 1,843,761 38.81 1,940,789 42.30
Prism Advisors, Inc. 552,173 38.81 568,488 42.30
Park National Corp /oh/ 475,029 38.81 430,049 42.30
PCG Wealth Advisors, LLC 368,966 38.81 351,534 42.30
RVW Wealth, LLC 357,599 38.81 392,751 42.30
First Heartland Consultants, Inc. 320,788 38.81 317,235 42.30
Allworth Financial LP 248,571 38.81 254,741 42.30
PFG Advisors 146,972 38.81 143,018 42.30
Acorn Financial Advisory Services Inc /adv 98,383 38.81 92,095 42.29
Flagship Harbor Advisors, Llc 66,273 38.81 32,557 42.30
McKinley Carter Wealth Services, Inc. 62,796 38.81 74,493 42.30
Santori & Peters, Inc. 59,798 38.80 25,694 42.27
Orion Portfolio Solutions, LLC 53,047 38.81 11,121 42.26
Calton & Associates, Inc. 51,196 38.79 132,697 42.30
HBW Advisory Services LLC 50,664 38.80 51,596 42.31
Koshinski Asset Management, Inc. 47,959 0.04 46,987 42.31
Raymond James Trust N.a. 37,368 38.80 36,386 42.30
AdvisorNet Financial, Inc 35,394 38.82 37,252 42.31
Pinnacle Private Wealth, LLC 27,061 38.80 26,123 42.30
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 76,423 0.04 77,340 0.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Park National Corp /oh/ 44,980 475,029 38.81 430,049 42.30 10.46
Orion Portfolio Solutions, LLC 41,926 53,047 38.81 11,121 42.26 377.00
Santori & Peters, Inc. 34,104 59,798 38.80 25,694 42.27 132.73
Flagship Harbor Advisors, Llc 33,716 66,273 38.81 32,557 42.30 103.56
PCG Wealth Advisors, LLC 17,432 368,966 38.81 351,534 42.30 4.96
Acorn Financial Advisory Services Inc /adv 6,288 98,383 38.81 92,095 42.29 6.83
PFG Advisors 3,954 146,972 38.81 143,018 42.30 2.76
First Heartland Consultants, Inc. 3,553 320,788 38.81 317,235 42.30 1.12
Advisory Alpha, LLC 3,101 23,551 38.81 20,450 42.30 15.16
Weitzel Financial Services, Inc. 2,272 7,302 38.76 5,030 42.35 45.17
Westside Investment Management, Inc. 2,186 19,216 8.90 17,030 10.04 12.84
Strategic Asset Management, LLC 1,095 2,073 38.59 978 41.92 111.96
Raymond James Trust N.a. 982 37,368 38.80 36,386 42.30 2.70
Koshinski Asset Management, Inc. 972 47,959 0.04 46,987 42.31 2.07
Objective Capital Management, LLC 950 5,865 38.87 4,915 42.32 19.33
Pinnacle Private Wealth, LLC 938 27,061 38.80 26,123 42.30 3.59
HB Wealth Management, LLC 812 7,152 38.87 6,340 42.27 12.81
Castle Rock Wealth Management, LLC 584 16,504 39.20 15,920 42.53 3.67
Ford Financial Group, LLC 115 23,684 38.80 23,569 42.26 0.49
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 97,028 1,843,761 38.81 1,940,789 42.30 -5.00
Calton & Associates, Inc. 81,501 51,196 38.79 132,697 42.30 -61.42
RVW Wealth, LLC 35,152 357,599 38.81 392,751 42.30 -8.95
Prism Advisors, Inc. 16,315 552,173 38.81 568,488 42.30 -2.87
Strategy Asset Managers Llc 13,041 9,397 38.84 22,438 42.29 -58.12
McKinley Carter Wealth Services, Inc. 11,697 62,796 38.81 74,493 42.30 -15.70
Allworth Financial LP 6,170 248,571 38.81 254,741 42.30 -2.42
Global Retirement Partners, LLC 4,310 14,248 38.81 18,558 40.36 -23.22
Cambridge Investment Research Advisors, Inc. 3,328 3,612,890 38.81 3,616,218 42.30 -0.09
AdvisorNet Financial, Inc 1,858 35,394 38.82 37,252 42.31 -4.99
Ignite Planners, LLC 1,401 9,324 39.25 10,725 41.86 -13.06
S.C. Financial Services, Inc. 1,036 6,681 38.77 7,717 42.24 -13.42
HBW Advisory Services LLC 932 50,664 38.80 51,596 42.31 -1.81
Arkadios Wealth Advisors 917 76,423 0.04 77,340 0.04 -1.19
SFG Wealth Management, LLC. 862 5,977 38.82 6,839 42.26 -12.60
Keystone Wealth Services, LLC 258 14,701 38.84 14,959 42.32 -1.72
Clarus Wealth Advisors 144 20,288 38.84 20,432 42.34 -0.70
Ritholtz Wealth Management 19 7,381 38.75 7,400 42.30 -0.26
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
Miracle Mile Advisors, LLC 61,813 38.81
ACG Wealth 3,132 38.95
Name Shares PPS
Asset Management Resources, LLC 7,329 42.30
Herold Advisors, Inc. 1,605 42314.64
TKG Advisors, LLC 5,736 42.36
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 3,612,890 38.81 3,616,218 42.30
Private Advisor Group, LLC 1,843,761 38.81 1,940,789 42.30
Prism Advisors, Inc. 552,173 38.81 568,488 42.30
PCG Wealth Advisors, LLC 368,966 38.81 351,534 42.30
RVW Wealth, LLC 357,599 38.81 392,751 42.30
First Heartland Consultants, Inc. 320,788 38.81 317,235 42.30
Allworth Financial LP 248,571 38.81 254,741 42.30
PFG Advisors 146,972 38.81 143,018 42.30
Acorn Financial Advisory Services Inc /adv 98,383 38.81 92,095 42.29
Flagship Harbor Advisors, Llc 66,273 38.81 32,557 42.30
McKinley Carter Wealth Services, Inc. 62,796 38.81 74,493 42.30
Santori & Peters, Inc. 59,798 38.80 25,694 42.27
Orion Portfolio Solutions, LLC 53,047 38.81 11,121 42.26
Calton & Associates, Inc. 51,196 38.79 132,697 42.30
HBW Advisory Services LLC 50,664 38.80 51,596 42.31
Koshinski Asset Management, Inc. 47,959 0.04 46,987 42.31
Raymond James Trust N.a. 37,368 38.80 36,386 42.30
Pinnacle Private Wealth, LLC 27,061 38.80 26,123 42.30
Ford Financial Group, LLC 23,684 38.80 23,569 42.26
Advisory Alpha, LLC 23,551 38.81 20,450 42.30
Clarus Wealth Advisors 20,288 38.84 20,432 42.34
Westside Investment Management, Inc. 19,216 8.90 17,030 10.04
Castle Rock Wealth Management, LLC 16,504 39.20 15,920 42.53
Keystone Wealth Services, LLC 14,701 38.84 14,959 42.32
Global Retirement Partners, LLC 14,248 38.81 18,558 40.36
Strategy Asset Managers Llc 9,397 38.84 22,438 42.29
Ignite Planners, LLC 9,324 39.25 10,725 41.86
RDA Financial Network 8,398 38.82 8,398 42.27
Ritholtz Wealth Management 7,381 38.75 7,400 42.30
Weitzel Financial Services, Inc. 7,302 38.76 5,030 42.35
Signature Wealth Management Group 7,294 38.80 7,294 42.36
HB Wealth Management, LLC 7,152 38.87 6,340 42.27
S.C. Financial Services, Inc. 6,681 38.77 7,717 42.24
SFG Wealth Management, LLC. 5,977 38.82 6,839 42.26
Objective Capital Management, LLC 5,865 38.87 4,915 42.32
Pinnacle Bancorp, Inc. 2,796 38.98 2,796 42.20
Activest Wealth Management 2,669 38.97 2,669 42.34
Valley National Advisers Inc 2,187 39.32 2,187 42.52
Strategic Asset Management, LLC 2,073 38.59 978 41.92
West Financial Advisors, LLC 718 39.00 718 41.78
FSC Wealth Advisors, LLC 505 39.60 505 41.58
Wolff Wiese Magana Llc 352 39.77 352 42.61
Gradient Investments LLC 276 39.86 276 43.48
Optimum Investment Advisors 275 40.00 275 43.64
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 76,423 0.04 77,340 0.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Orion Portfolio Solutions, LLC 41,926 53,047 38.81 11,121 42.26 377.00
Santori & Peters, Inc. 34,104 59,798 38.80 25,694 42.27 132.73
Flagship Harbor Advisors, Llc 33,716 66,273 38.81 32,557 42.30 103.56
PCG Wealth Advisors, LLC 17,432 368,966 38.81 351,534 42.30 4.96
Acorn Financial Advisory Services Inc /adv 6,288 98,383 38.81 92,095 42.29 6.83
PFG Advisors 3,954 146,972 38.81 143,018 42.30 2.76
First Heartland Consultants, Inc. 3,553 320,788 38.81 317,235 42.30 1.12
Advisory Alpha, LLC 3,101 23,551 38.81 20,450 42.30 15.16
Weitzel Financial Services, Inc. 2,272 7,302 38.76 5,030 42.35 45.17
Westside Investment Management, Inc. 2,186 19,216 8.90 17,030 10.04 12.84
Strategic Asset Management, LLC 1,095 2,073 38.59 978 41.92 111.96
Raymond James Trust N.a. 982 37,368 38.80 36,386 42.30 2.70
Koshinski Asset Management, Inc. 972 47,959 0.04 46,987 42.31 2.07
Objective Capital Management, LLC 950 5,865 38.87 4,915 42.32 19.33
Pinnacle Private Wealth, LLC 938 27,061 38.80 26,123 42.30 3.59
HB Wealth Management, LLC 812 7,152 38.87 6,340 42.27 12.81
Castle Rock Wealth Management, LLC 584 16,504 39.20 15,920 42.53 3.67
Ford Financial Group, LLC 115 23,684 38.80 23,569 42.26 0.49
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 97,028 1,843,761 38.81 1,940,789 42.30 -5.00
Calton & Associates, Inc. 81,501 51,196 38.79 132,697 42.30 -61.42
RVW Wealth, LLC 35,152 357,599 38.81 392,751 42.30 -8.95
Prism Advisors, Inc. 16,315 552,173 38.81 568,488 42.30 -2.87
Strategy Asset Managers Llc 13,041 9,397 38.84 22,438 42.29 -58.12
McKinley Carter Wealth Services, Inc. 11,697 62,796 38.81 74,493 42.30 -15.70
Allworth Financial LP 6,170 248,571 38.81 254,741 42.30 -2.42
Global Retirement Partners, LLC 4,310 14,248 38.81 18,558 40.36 -23.22
Cambridge Investment Research Advisors, Inc. 3,328 3,612,890 38.81 3,616,218 42.30 -0.09
Ignite Planners, LLC 1,401 9,324 39.25 10,725 41.86 -13.06
S.C. Financial Services, Inc. 1,036 6,681 38.77 7,717 42.24 -13.42
HBW Advisory Services LLC 932 50,664 38.80 51,596 42.31 -1.81
Arkadios Wealth Advisors 917 76,423 0.04 77,340 0.04 -1.19
SFG Wealth Management, LLC. 862 5,977 38.82 6,839 42.26 -12.60
Keystone Wealth Services, LLC 258 14,701 38.84 14,959 42.32 -1.72
Clarus Wealth Advisors 144 20,288 38.84 20,432 42.34 -0.70
Ritholtz Wealth Management 19 7,381 38.75 7,400 42.30 -0.26
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