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 99 25.00 25.26 25.08
Previous Quarter 106 25.00 25.26 25.12

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 5 20 6 0 4 2
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 4 1 6 0 4 2
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
Amplius Wealth Advisors, LLC 864,182 25.26
Morgan Stanley 852,296 25.26
Clearwater Capital Advisors, LLC 656,822 25.26
Kestra Advisory Services, LLC 469,300 25.26
Wells Fargo & Company/mn 421,088 25.26
LPL Financial LLC 403,241 25.26
National Asset Management, Inc. 381,350 25.26
Warren Street Wealth Advisors, LLC 336,920 25.26
Royal Bank Of Canada 326,309 25.26
Aprio Wealth Management, LLC 295,608 25.26
Beacon Pointe Advisors, LLC 250,953 25.26
Financial Advocates Investment Management 242,354 25.26
Bft Financial Group, Llc 168,924 23.46
Stifel Financial Corp 159,670 25.26
Cambridge Investment Research Advisors, Inc. 150,537 23.46
Jane Street Group, Llc 131,545 25.26
Wayfinding Financial, LLC 129,993 25.66
Franklin Resources Inc 124,209 25.26
Flow Traders U.s. Llc 96,419 25.26
Kestra Private Wealth Services, Llc 94,570 25.26

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
Amplius Wealth Advisors, LLC 864,182 25.26
Morgan Stanley 852,296 25.26
Clearwater Capital Advisors, LLC 656,822 25.26
Kestra Advisory Services, LLC 469,300 25.26
Wells Fargo & Company/mn 421,088 25.26
LPL Financial LLC 403,241 25.26
National Asset Management, Inc. 381,350 25.26
Warren Street Wealth Advisors, LLC 336,920 25.26
Royal Bank Of Canada 326,309 25.26
Aprio Wealth Management, LLC 295,608 25.26
Beacon Pointe Advisors, LLC 250,953 25.26
Financial Advocates Investment Management 242,354 25.26
Bft Financial Group, Llc 181,881 25.26
Newport Wealth Strategies, Inc. 179,477 22.30
Stifel Financial Corp 159,670 25.26
Cambridge Investment Research Advisors, Inc. 135,228 25.26
Jane Street Group, Llc 131,545 25.26
Wayfinding Financial, LLC 129,993 25.66
Franklin Resources Inc 124,209 25.26
Flow Traders U.s. Llc 96,419 25.26

 

Recent Quarter Analysis

Name Shares PPS
Rothschild Investment Corp /il 44,150 23.47
IWIN - Amplify Inflation Fighter ETF 23,274 25.61
My Legacy Advisors, LLC 15,003 22.93
Arkadios Wealth Advisors 14,321
ACG Wealth 2,472 23.46
Name Shares PPS
Newport Wealth Strategies, Inc. 179,477 22.30
Peak Financial Advisors Llc 9,585 25.25
Heritage Wealth Management, Llc 5,217 22.24
Bbva Usa 1,981 22.21
Carroll Financial Associates, Inc. 12
Navis Wealth Advisors, LLC
Baird Financial Group, Inc.
Northern Oak Wealth Management Inc
Stratos Wealth Advisors, LLC
Barometer Capital Management Inc.
Resources Investment Advisors, LLC.
Bouchey Financial Group Ltd
Allegheny Financial Group LTD
Journey Strategic Wealth Llc
Huntington National Bank
Us Bancorp \de\
Liberty Wealth Management Llc
Advisory Services Network, LLC
Confluence Wealth Services, Inc.
Orion Portfolio Solutions, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Bft Financial Group, Llc 168,924 23.46 181,881 25.26
Cambridge Investment Research Advisors, Inc. 150,537 23.46 135,228 25.26
Pinnacle Private Wealth, LLC 58,513 23.46 57,642 25.26
Private Advisor Group, LLC 15,983 23.46 23,502 25.27
Flagship Harbor Advisors, Llc 15,176 23.46 12,655 25.29
Sargent Bickham Lagudis LLC 15,002 23.46 2,319 25.44
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 15,309 150,537 23.46 135,228 25.26 11.32
Sargent Bickham Lagudis LLC 12,683 15,002 23.46 2,319 25.44 546.92
Flagship Harbor Advisors, Llc 2,521 15,176 23.46 12,655 25.29 19.92
Pinnacle Private Wealth, LLC 871 58,513 23.46 57,642 25.26 1.51
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bft Financial Group, Llc 12,957 168,924 23.46 181,881 25.26 -7.12
Private Advisor Group, LLC 7,519 15,983 23.46 23,502 25.27 -31.99
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
Rothschild Investment Corp /il 44,150 23.47
My Legacy Advisors, LLC 15,003 22.93
Arkadios Wealth Advisors 14,321
ACG Wealth 2,472 23.46
Name Shares PPS
Peak Financial Advisors Llc 9,585 25.25
Name Current Shares Current PPS Previous Shares Previous PPS
Bft Financial Group, Llc 168,924 23.46 181,881 25.26
Cambridge Investment Research Advisors, Inc. 150,537 23.46 135,228 25.26
Pinnacle Private Wealth, LLC 58,513 23.46 57,642 25.26
Private Advisor Group, LLC 15,983 23.46 23,502 25.27
Flagship Harbor Advisors, Llc 15,176 23.46 12,655 25.29
Sargent Bickham Lagudis LLC 15,002 23.46 2,319 25.44
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 15,309 150,537 23.46 135,228 25.26 11.32
Sargent Bickham Lagudis LLC 12,683 15,002 23.46 2,319 25.44 546.92
Flagship Harbor Advisors, Llc 2,521 15,176 23.46 12,655 25.29 19.92
Pinnacle Private Wealth, LLC 871 58,513 23.46 57,642 25.26 1.51
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bft Financial Group, Llc 12,957 168,924 23.46 181,881 25.26 -7.12
Private Advisor Group, LLC 7,519 15,983 23.46 23,502 25.27 -31.99
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