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	271	111.00	114.65	112.38
Previous Quarter	287	112.00	114.66	111.39

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	66	21	1	8	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	2	0	17	1	8	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	32	0.00	0.00	0	0.00	0.00
Previous Quarter	32	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	1,802,957	114.66
Wells Fargo & Company/mn	592,467	114.66
LPL Financial LLC	377,093	114.66
Bank Of America Corp /de/	373,686	114.66
UBS Group AG	348,811	114.66
Raymond James Financial Services Advisors, Inc.	198,107	114.66
Raymond James & Associates	195,701	114.66
Envestnet Asset Management Inc	149,162	114.66
Advisor Group Holdings, Inc.	110,724	103.08
Janney Montgomery Scott LLC	105,870	114.66
Royal Bank Of Canada	101,956	114.66
Commonwealth Equity Services, Llc	95,347	114.65
Ameriprise Financial Inc	85,506	114.67
Cambridge Investment Research Advisors, Inc.	69,693	103.12
Virtue Capital Management, LLC	68,849	114.66
Financial Advocates Investment Management	66,597	114.66
Kestra Advisory Services, LLC	60,855	114.67
Stifel Financial Corp	52,961	114.67
J.w. Cole Advisors, Inc.	52,815	0.42
Regal Investment Advisors LLC	52,205	114.66

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	1,802,957	114.66
Wells Fargo & Company/mn	592,467	114.66
LPL Financial LLC	377,093	114.66
Bank Of America Corp /de/	373,686	114.66
UBS Group AG	348,811	114.66
Raymond James Financial Services Advisors, Inc.	198,107	114.66
Raymond James & Associates	195,701	114.66
Envestnet Asset Management Inc	149,162	114.66
Advisor Group Holdings, Inc.	110,724	103.08
Janney Montgomery Scott LLC	105,870	114.66
Royal Bank Of Canada	101,956	114.66
Commonwealth Equity Services, Llc	95,347	114.65
Cambridge Investment Research Advisors, Inc.	93,095	114.66
Ameriprise Financial Inc	85,506	114.67
Frisch Financial Group, Inc.	76,123	0.01
Virtue Capital Management, LLC	68,849	114.66
Financial Advocates Investment Management	66,597	114.66
Kestra Advisory Services, LLC	60,855	114.67
Stifel Financial Corp	52,961	114.67
J.w. Cole Advisors, Inc.	52,815	0.42

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Foundations Investment Advisors, LLC	8,586	105.17
Retirement Planning Group	8,143	103.16
S.C. Financial Services, Inc.	2,353	103.27

Recent Quarter 66 Institutes closed out their positions

Name	Shares	PPS
Frisch Financial Group, Inc.	76,123	0.01
Susquehanna International Group, Llp	23,300	114.68
Green Harvest Asset Management LLC	22,736	69.05
Citadel Advisors Llc	21,627	114.67
IFP Advisors, Inc	9,245	124.39
Goldman Sachs Group Inc	7,501	114.65
Hochman Cole Investment Advisors, Inc.	6,124	119.04
Ameritas Investment Corp	2,663
Heritage Wealth Management, Llc	1,476	119.24
Carroll Financial Associates, Inc.	755	123.18
Bbva Usa	679	119.29
Sonora Investment Management, LLC	540	118.52
Independence Bank of Kentucky	201	114.43
Gradient Investments LLC
GWM Advisors LLC
Cutler Group LP
Emerald Investment Partners, Llc
Sowell Financial Services LLC
First Horizon Advisors, Inc.
Renaissance Technologies Llc
tru Independence LLC
Advisory Services Network, LLC
Fsb Premier Wealth Management, Inc.
Fulcrum Equity Management
Beaumont Financial Partners, LLC
BHF RG Capital Inc.
Total Clarity Wealth Management, Inc.
Confluence Wealth Services, Inc.
Intercontinental Wealth Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
Capital Asset Advisory Services LLC
Trust Co Of Vermont
Axiom Investment Management LLC
HFG Advisors, Inc.
IHT Wealth Management, LLC
Navellier & Associates Inc
IronBridge Private Wealth, LLC
Tower Research Capital LLC (TRC)
Optimum Investment Advisors
Huntington National Bank
Coastal Capital Group, Inc.
Moisand Fitzgerald Tamayo, LLC
Paradigm Financial Partners, Llc
D.B. Root & Company, LLC
PFG Private Wealth Management, LLC
Bell Rock Capital Llc
Sterling Manor Financial, LLC
TruWealth Advisors, LLC
Moors & Cabot, Inc.
Win Advisors, Inc
Apollon Wealth Management, LLC
North Star Investment Management Corp.
First Heartland Consultants, Inc.
RWM Asset Management, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Liberty Wealth Management Llc
Stonebridge Financial Planning Group, LLC
Barclays Plc
Signature Securities Group Corporation
Plante Moran Financial Advisors, LLC
StoneX Group Inc.
Marks Wealth, LLC
Jaffetilchin Investment Partners, LLC
Kings Point Capital Management
O'Dell Group, LLC
Fifth Third Securities, Inc.

Recent Quarter 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	69,693	103.12	93,095	114.66
Private Advisor Group, LLC	40,405	103.13	39,763	114.65
Smart Money Group LLC	14,462	103.10	14,568	114.63
Lake Street Financial Llc	10,970	103.10	10,845	114.62
Flagship Harbor Advisors, Llc	7,590	103.16	6,120	114.71
Koshinski Asset Management, Inc.	6,431	0.16	6,431	114.60
Raymond James Trust N.a.	6,349	103.17	5,929	114.69
Pinnacle Private Wealth, LLC	6,002	103.13	5,978	114.59
Brookstone Capital Management	4,230	106.86	2,760	116.67
PCG Wealth Advisors, LLC	3,657	103.09	3,857	114.60
Wiley Bros.-aintree Capital, Llc	3,167	103.25	3,415	114.79
Allworth Financial LP	3,007	103.09	3,261	114.69
Ignite Planners, LLC	2,679	106.76	2,679	110.86
Rothschild Investment Corp /il	2,500	103.20	2,500	114.80
Keystone Wealth Services, LLC	2,034	103.24	1,950	114.87
Global Retirement Partners, LLC	2,023	103.31	1,956	106.85
Global Trust Asset Management, LLC	1,375	103.27	1,500	114.67
AdvisorNet Financial, Inc	244	102.46	250	116.00
Covington Capital Management	216	101.85	216	115.74
Lowe Wealth Advisors, LLC	161	105.59	161	111.80

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Arkadios Wealth Advisors	8,887	0.11	9,191	0.11

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flagship Harbor Advisors, Llc	1,470	7,590	103.16	6,120	114.71	24.02
Brookstone Capital Management	1,470	4,230	106.86	2,760	116.67	53.26
Private Advisor Group, LLC	642	40,405	103.13	39,763	114.65	1.61
Raymond James Trust N.a.	420	6,349	103.17	5,929	114.69	7.08
Lake Street Financial Llc	125	10,970	103.10	10,845	114.62	1.15
Keystone Wealth Services, LLC	84	2,034	103.24	1,950	114.87	4.31
Global Retirement Partners, LLC	67	2,023	103.31	1,956	106.85	3.43
Pinnacle Private Wealth, LLC	24	6,002	103.13	5,978	114.59	0.40

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	23,402	69,693	103.12	93,095	114.66	-25.14
Arkadios Wealth Advisors	304	8,887	0.11	9,191	0.11	-3.31
Allworth Financial LP	254	3,007	103.09	3,261	114.69	-7.79
Wiley Bros.-aintree Capital, Llc	248	3,167	103.25	3,415	114.79	-7.26
PCG Wealth Advisors, LLC	200	3,657	103.09	3,857	114.60	-5.19
Global Trust Asset Management, LLC	125	1,375	103.27	1,500	114.67	-8.33
Smart Money Group LLC	106	14,462	103.10	14,568	114.63	-0.73
AdvisorNet Financial, Inc	6	244	102.46	250	116.00	-2.40

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 2 New Institutes added position

Name	Shares	PPS
Retirement Planning Group	8,143	103.16
S.C. Financial Services, Inc.	2,353	103.27

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	69,693	103.12	93,095	114.66
Private Advisor Group, LLC	40,405	103.13	39,763	114.65
Smart Money Group LLC	14,462	103.10	14,568	114.63
Lake Street Financial Llc	10,970	103.10	10,845	114.62
Flagship Harbor Advisors, Llc	7,590	103.16	6,120	114.71
Koshinski Asset Management, Inc.	6,431	0.16	6,431	114.60
Raymond James Trust N.a.	6,349	103.17	5,929	114.69
Pinnacle Private Wealth, LLC	6,002	103.13	5,978	114.59
Brookstone Capital Management	4,230	106.86	2,760	116.67
PCG Wealth Advisors, LLC	3,657	103.09	3,857	114.60
Allworth Financial LP	3,007	103.09	3,261	114.69
Ignite Planners, LLC	2,679	106.76	2,679	110.86
Rothschild Investment Corp /il	2,500	103.20	2,500	114.80
Keystone Wealth Services, LLC	2,034	103.24	1,950	114.87
Global Retirement Partners, LLC	2,023	103.31	1,956	106.85
Global Trust Asset Management, LLC	1,375	103.27	1,500	114.67
Newbridge Financial Services Group, Inc.	160	100.00	160	112.50

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Arkadios Wealth Advisors	8,887	0.11	9,191	0.11

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Brookstone Capital Management	1,470	4,230	106.86	2,760	116.67	53.26
Flagship Harbor Advisors, Llc	1,470	7,590	103.16	6,120	114.71	24.02
Private Advisor Group, LLC	642	40,405	103.13	39,763	114.65	1.61
Raymond James Trust N.a.	420	6,349	103.17	5,929	114.69	7.08
Lake Street Financial Llc	125	10,970	103.10	10,845	114.62	1.15
Keystone Wealth Services, LLC	84	2,034	103.24	1,950	114.87	4.31
Global Retirement Partners, LLC	67	2,023	103.31	1,956	106.85	3.43
Pinnacle Private Wealth, LLC	24	6,002	103.13	5,978	114.59	0.40

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	23,402	69,693	103.12	93,095	114.66	-25.14
Arkadios Wealth Advisors	304	8,887	0.11	9,191	0.11	-3.31
Allworth Financial LP	254	3,007	103.09	3,261	114.69	-7.79
PCG Wealth Advisors, LLC	200	3,657	103.09	3,857	114.60	-5.19
Global Trust Asset Management, LLC	125	1,375	103.27	1,500	114.67	-8.33
Smart Money Group LLC	106	14,462	103.10	14,568	114.63	-0.73

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