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 234 273.00 45.91 56.15
Previous Quarter 247 272.00 45.91 55.95

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 53 11 1 4 5
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 1 0 11 1 4 5
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 4,635,921 45.91
Wells Fargo & Company/mn 2,442,728 45.91
LPL Financial LLC 2,161,546 45.91
Raymond James Financial Services Advisors, Inc. 1,596,185 45.91
UBS Group AG 1,385,422 45.91
Bank Of America Corp /de/ 1,019,013 45.91
Advisor Group Holdings, Inc. 542,949 56.66
Raymond James & Associates 426,009 45.91
Commonwealth Equity Services, Llc 416,530 45.91
Ameriprise Financial Inc 373,097 46.14
Truist Financial Corp 339,997 45.91
Envestnet Asset Management Inc 281,597 45.91
Kestra Advisory Services, LLC 277,272 45.91
Royal Bank Of Canada 261,000 45.91
Stifel Financial Corp 247,721 45.91
Searcy Financial Services Inc /adv 212,719 45.91
Private Advisor Group, LLC 173,535 38.85
Cambridge Investment Research Advisors, Inc. 165,926 38.85
Goldman Sachs Group Inc 160,517 45.91
Janney Montgomery Scott LLC 158,803 45.91

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 4,635,921 45.91
Wells Fargo & Company/mn 2,442,728 45.91
LPL Financial LLC 2,161,546 45.91
Raymond James Financial Services Advisors, Inc. 1,596,185 45.91
UBS Group AG 1,385,422 45.91
Bank Of America Corp /de/ 1,019,013 45.91
Advisor Group Holdings, Inc. 542,949 56.66
CLSAX - CLS Global Diversified Equity Fund Class N 465,000 47.25
Raymond James & Associates 426,009 45.91
Commonwealth Equity Services, Llc 416,530 45.91
Ameriprise Financial Inc 373,097 46.14
Moors & Cabot, Inc. 364,604 43.01
Truist Financial Corp 339,997 45.91
Envestnet Asset Management Inc 281,597 45.91
Kestra Advisory Services, LLC 277,272 45.91
Royal Bank Of Canada 261,000 45.91
Stifel Financial Corp 247,721 45.91
Searcy Financial Services Inc /adv 212,719 45.91
Private Advisor Group, LLC 182,602 45.91
Goldman Sachs Group Inc 160,517 45.91

 

Recent Quarter Analysis

Name Shares PPS
Gradient Investments LLC 640 39.06
Worth Asset Management, LLC 251 39.84
Virtue Capital Management, LLC 0
Name Shares PPS
CLSAX - CLS Global Diversified Equity Fund Class N 465,000 47.25
Moors & Cabot, Inc. 364,604 43.01
Ameritas Investment Corp 11,921 0.08
Hochman Cole Investment Advisors, Inc. 10,986 44.24
IFP Advisors, Inc 6,649 46.32
Virtue Capital Management, LLC
Advisory Services Network, LLC
Snowden Capital Advisors LLC
Claudia M.p. Batlle, Crp (r) Llc
tru Independence LLC
Harbor Financial Services, Llc
Arete Wealth Advisors, LLC
Penserra Capital Management LLC
Brinker Capital Investments, LLC
CMC Financial Group
Virtue Capital Management, LLC
Brendel Financial Advisors LLC
Atria Investments Llc
Capital Asset Advisory Services LLC
Householder Group Estate & Retirement Specialist, LLC
Confluence Wealth Services, Inc.
Clear Investment Research, Llc
EWG Elevate Inc.
55i, Llc
Win Advisors, Inc
Jpmorgan Chase & Co
Empowered Funds, LLC
First Command Advisory Services, Inc.
MUFG Americas Holdings Corp
Good Life Advisors, LLC
Bnp Paribas Arbitrage, Sa
O'shaughnessy Asset Management, Llc
Apeiron RIA LLC
Liberty Wealth Management Llc
Fsb Premier Wealth Management, Inc.
IronBridge Private Wealth, LLC
Clear Creek Financial Management, LLC
StoneX Group Inc.
GWM Advisors LLC
Comerica Bank
Fifth Lane Capital, Lp
Lloyd Advisory Services, LLC.
Gerber Kawasaki Wealth & Investment Management
Assetmark, Inc
Independent Advisor Alliance
Harvest Investment Services, LLC
O'Dell Group, LLC
Kovack Advisors, Inc.
Oxford Financial Group Ltd
First Manhattan Co
First Command Financial Services, Inc.
First Horizon Advisors, Inc.
Signify Wealth
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 173,535 38.85 182,602 45.91
Cambridge Investment Research Advisors, Inc. 165,926 38.85 117,335 45.91
Flaharty Asset Management, LLC 57,959 38.86 63,651 45.91
Koshinski Asset Management, Inc. 42,564 0.05 42,465 45.92
PCG Wealth Advisors, LLC 22,644 38.86 22,793 45.89
Arkadios Wealth Advisors 16,449 0.06 15,792 0.06
First Financial Corp /in/ 4,791 38.82 6,208 46.07
RWM Asset Management, LLC 3,672 38.94 3,672 46.02
Global Trust Asset Management, LLC 909 38.50 13,972 45.88
Global Retirement Partners, LLC 714 39.22 714 42.02
Allworth Financial LP 430 39.53 430 46.51
Name Current Shares Current PPS Previous Shares Previous PPS
PFG Advisors 6,309 38.83 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 48,591 165,926 38.85 117,335 45.91 41.41
PFG Advisors 6,309 6,309 38.83 0 0.00
Arkadios Wealth Advisors 657 16,449 0.06 15,792 0.06 4.16
Koshinski Asset Management, Inc. 99 42,564 0.05 42,465 45.92 0.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Global Trust Asset Management, LLC 13,063 909 38.50 13,972 45.88 -93.49
Private Advisor Group, LLC 9,067 173,535 38.85 182,602 45.91 -4.97
Flaharty Asset Management, LLC 5,692 57,959 38.86 63,651 45.91 -8.94
First Financial Corp /in/ 1,417 4,791 38.82 6,208 46.07 -22.83
PCG Wealth Advisors, LLC 149 22,644 38.86 22,793 45.89 -0.65
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
Gradient Investments LLC 640 39.06
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 173,535 38.85 182,602 45.91
Cambridge Investment Research Advisors, Inc. 165,926 38.85 117,335 45.91
Flaharty Asset Management, LLC 57,959 38.86 63,651 45.91
Koshinski Asset Management, Inc. 42,564 0.05 42,465 45.92
PCG Wealth Advisors, LLC 22,644 38.86 22,793 45.89
Arkadios Wealth Advisors 16,449 0.06 15,792 0.06
First Financial Corp /in/ 4,791 38.82 6,208 46.07
RWM Asset Management, LLC 3,672 38.94 3,672 46.02
Global Trust Asset Management, LLC 909 38.50 13,972 45.88
Global Retirement Partners, LLC 714 39.22 714 42.02
Allworth Financial LP 430 39.53 430 46.51
Name Current Shares Current PPS Previous Shares Previous PPS
PFG Advisors 6,309 38.83 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 48,591 165,926 38.85 117,335 45.91 41.41
PFG Advisors 6,309 6,309 38.83 0 0.00
Arkadios Wealth Advisors 657 16,449 0.06 15,792 0.06 4.16
Koshinski Asset Management, Inc. 99 42,564 0.05 42,465 45.92 0.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Global Trust Asset Management, LLC 13,063 909 38.50 13,972 45.88 -93.49
Private Advisor Group, LLC 9,067 173,535 38.85 182,602 45.91 -4.97
Flaharty Asset Management, LLC 5,692 57,959 38.86 63,651 45.91 -8.94
First Financial Corp /in/ 1,417 4,791 38.82 6,208 46.07 -22.83
PCG Wealth Advisors, LLC 149 22,644 38.86 22,793 45.89 -0.65
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