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 248 705.00 116.15 130.69
Previous Quarter 266 663.00 116.15 127.44

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 1 71 15 0 3 9
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 4 13 0 3 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 1,172,915 116.15
Wells Fargo & Company/mn 955,435 116.15
LPL Financial LLC 486,343 116.15
Raymond James & Associates 359,672 116.15
UBS Group AG 301,765 116.15
Bank Of America Corp /de/ 290,896 116.15
Raymond James Financial Services Advisors, Inc. 250,228 116.15
Janney Montgomery Scott LLC 186,869 116.15
Advisor Group Holdings, Inc. 183,531 113.41
Truist Financial Corp 169,814 116.15
Win Advisors, Inc 168,105 116.15
Commonwealth Equity Services, Llc 145,066 116.15
Genesee Capital Advisors, LLC 134,561 116.15
MAI Capital Management 126,558 116.15
Envestnet Asset Management Inc 120,759 116.15
Stifel Financial Corp 120,218 116.16
Triton Wealth Management, PLLC 91,480 116.90
Royal Bank Of Canada 82,108 116.15
Susquehanna International Group, Llp 70,336 116.16
Ameriprise Financial Inc 64,456 116.22

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
FV - First Trust Dorsey Wright Focus 5 ETF 4,303,653 122.87
Morgan Stanley 1,172,915 116.15
Wells Fargo & Company/mn 955,435 116.15
LPL Financial LLC 486,343 116.15
Raymond James & Associates 359,672 116.15
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF 339,579 122.87
UBS Group AG 301,765 116.15
Bank Of America Corp /de/ 290,896 116.15
Raymond James Financial Services Advisors, Inc. 250,228 116.15
Janney Montgomery Scott LLC 186,869 116.15
Advisor Group Holdings, Inc. 183,531 113.41
Truist Financial Corp 169,814 116.15
Win Advisors, Inc 168,105 116.15
Commonwealth Equity Services, Llc 145,066 116.15
Genesee Capital Advisors, LLC 134,561 116.15
Hochman Cole Investment Advisors, Inc. 127,827 122.87
MAI Capital Management 126,558 116.15
Envestnet Asset Management Inc 120,759 116.15
Stifel Financial Corp 120,218 116.16
DALI - First Trust Dorsey Wright DALI 1 ETF 116,010 122.87

 

Recent Quarter Analysis

Name Shares PPS
FIRST TRUST PORTFOLIOS LP 7,043
Name Shares PPS
FV - First Trust Dorsey Wright Focus 5 ETF 4,303,653 122.87
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF 339,579 122.87
Hochman Cole Investment Advisors, Inc. 127,827 122.87
DALI - First Trust Dorsey Wright DALI 1 ETF 116,010 122.87
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 48,599 122.86
Moors & Cabot, Inc. 31,259 29.08
IFP Advisors, Inc 16,173 132.07
Cascadia Advisory Services, LLC 3,968 122.98
Keystone Wealth Services, LLC 2,569 116.00
Harbor Financial Services, Llc 2,135 122.72
Heritage Wealth Management, Llc 1,449 122.84
Bbva Usa 270 122.22
Global Trust Asset Management, LLC 100 120.00
Sargent Bickham Lagudis LLC 29 103.45
Koshinski Asset Management, Inc. 25 120.00
Gradient Investments LLC
DAVENPORT & Co LLC
Cornerstone Wealth Management, LLC
Minichmacgregor Wealth Management, Llc
Wintrust Investments Llc
Emerald Investment Partners, Llc
Chicago Partners Investment Group LLC
Total Clarity Wealth Management, Inc.
Hrt Financial Lp
Capital Asset Advisory Services LLC
DB Wealth Management Group, LLC
First Manhattan Co
Equitable Holdings, Inc.
IronBridge Private Wealth, LLC
StoneX Group Inc.
Scotia Capital Inc.
Pinnacle Family Advisors, LLC
Good Life Advisors, LLC
Stonebridge Financial Planning Group, LLC
First Republic Investment Management, Inc.
HAP Trading, LLC
Snowden Capital Advisors LLC
Fulcrum Equity Management
WealthTrust Asset Management, LLC
Ibex Wealth Advisors
Financial Advocates Investment Management
Fsb Premier Wealth Management, Inc.
AlphaMark Advisors, LLC
Blodgett Wealth Advisors, Llc
Elk River Wealth Management, LLC
Claro Advisors LLC
Gladstone Institutional Advisory LLC
Independent Advisor Alliance
Madden Advisory Services, Inc.
Hayden Royal, Llc
Transamerica Financial Advisors, Inc.
TriaGen Wealth Management LLC
GWM Advisors LLC
D.B. Root & Company, LLC
Two Sigma Securities, Llc
Gateway Advisory, LLC
Coastal Investment Advisors, Inc.
Kovack Advisors, Inc.
Compass Ion Advisors, LLC
Leelyn Smith, LLC
Old North State Trust, LLC
Gerber Kawasaki Wealth & Investment Management
Fifth Lane Capital, Lp
1776 Wealth LLC
Morris Retirement Advisors, LLC
Navellier & Associates Inc
Sigma Planning Corp
Barclays Plc
First Trust Advisors Lp
SPC Financial, Inc.
First Command Advisory Services, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
RVW Wealth, LLC 56,462 94.12 57,157 116.15
ASPGX - Astor Sector Allocation Fund Class A Shares 22,120 104.20 22,120 117.41
Private Advisor Group, LLC 21,448 94.09 22,352 116.14
Cambridge Investment Research Advisors, Inc. 18,457 94.11 19,108 116.13
Arkadios Wealth Advisors 15,275 0.07 15,457 0.13
Flaharty Asset Management, LLC 8,788 94.11 8,786 116.21
Wiley Bros.-aintree Capital, Llc 7,658 94.15 8,457 116.12
Krilogy Financial LLC 7,404 94.14 7,401 116.20
Clarus Wealth Advisors 6,472 95.64 6,017 109.36
HFG Advisors, Inc. 3,723 94.01 11,166 116.16
Raymond James Trust N.a. 3,276 94.02 3,757 116.05
First Heartland Consultants, Inc. 2,449 93.92 2,567 116.09
RWM Asset Management, LLC 2,196 94.26 2,196 116.12
Global Retirement Partners, LLC 2,018 94.15 2,018 97.62
Allworth Financial LP 278 93.53 574 116.72
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Clarus Wealth Advisors 455 6,472 95.64 6,017 109.36 7.56
Krilogy Financial LLC 3 7,404 94.14 7,401 116.20 0.04
Flaharty Asset Management, LLC 2 8,788 94.11 8,786 116.21 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
HFG Advisors, Inc. 7,443 3,723 94.01 11,166 116.16 -66.66
Private Advisor Group, LLC 904 21,448 94.09 22,352 116.14 -4.04
Wiley Bros.-aintree Capital, Llc 799 7,658 94.15 8,457 116.12 -9.45
RVW Wealth, LLC 695 56,462 94.12 57,157 116.15 -1.22
Cambridge Investment Research Advisors, Inc. 651 18,457 94.11 19,108 116.13 -3.41
Raymond James Trust N.a. 481 3,276 94.02 3,757 116.05 -12.80
Allworth Financial LP 296 278 93.53 574 116.72 -51.57
Arkadios Wealth Advisors 182 15,275 0.07 15,457 0.13 -1.18
First Heartland Consultants, Inc. 118 2,449 93.92 2,567 116.09 -4.60
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
Name Shares PPS
Koshinski Asset Management, Inc. 25 120.00
Global Trust Asset Management, LLC 100 120.00
Keystone Wealth Services, LLC 2,569 116.00
Sargent Bickham Lagudis LLC 29 103.45
Name Current Shares Current PPS Previous Shares Previous PPS
RVW Wealth, LLC 56,462 94.12 57,157 116.15
Private Advisor Group, LLC 21,448 94.09 22,352 116.14
Cambridge Investment Research Advisors, Inc. 18,457 94.11 19,108 116.13
Arkadios Wealth Advisors 15,275 0.07 15,457 0.13
Flaharty Asset Management, LLC 8,788 94.11 8,786 116.21
Krilogy Financial LLC 7,404 94.14 7,401 116.20
Clarus Wealth Advisors 6,472 95.64 6,017 109.36
HFG Advisors, Inc. 3,723 94.01 11,166 116.16
Raymond James Trust N.a. 3,276 94.02 3,757 116.05
First Heartland Consultants, Inc. 2,449 93.92 2,567 116.09
RWM Asset Management, LLC 2,196 94.26 2,196 116.12
Global Retirement Partners, LLC 2,018 94.15 2,018 97.62
Allworth Financial LP 278 93.53 574 116.72
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Clarus Wealth Advisors 455 6,472 95.64 6,017 109.36 7.56
Krilogy Financial LLC 3 7,404 94.14 7,401 116.20 0.04
Flaharty Asset Management, LLC 2 8,788 94.11 8,786 116.21 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
HFG Advisors, Inc. 7,443 3,723 94.01 11,166 116.16 -66.66
Private Advisor Group, LLC 904 21,448 94.09 22,352 116.14 -4.04
RVW Wealth, LLC 695 56,462 94.12 57,157 116.15 -1.22
Cambridge Investment Research Advisors, Inc. 651 18,457 94.11 19,108 116.13 -3.41
Raymond James Trust N.a. 481 3,276 94.02 3,757 116.05 -12.80
Allworth Financial LP 296 278 93.53 574 116.72 -51.57
Arkadios Wealth Advisors 182 15,275 0.07 15,457 0.13 -1.18
First Heartland Consultants, Inc. 118 2,449 93.92 2,567 116.09 -4.60
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