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 33 26.00 27.32 26.57
Previous Quarter 36 27.00 27.36 27.13

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 0 13 4 0 1 0
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 0 2 0 1 0
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
Goldman Sachs Group Inc 72,698 27.37
LPL Financial LLC 57,485 27.36
Citadel Advisors Llc 24,414 27.36
Commonwealth Equity Services, Llc 16,723 23.20
Granite Bay Wealth Management, LLC 13,813 23.24
Susquehanna International Group, Llp 13,175 27.40
Captrust Financial Advisors 12,915 27.33
IHT Wealth Management, LLC 11,718 27.39
Advisor Group Holdings, Inc. 4,183 13.87
UBS Group AG 2,144 27.52
Bank Of Montreal /can/ 1,243 28.16
Blair William & Co/il 746 26.81
City Holding Co 400 22.50
Byrne Asset Management LLC 350 22.86
Simplex Trading, Llc 333 27.03
Patriot Financial Group Insurance Agency, LLC 202 29.70
Morgan Stanley 185 27.03
Tilia Fiduciary Partners, Inc. 183 27.32
Steward Partners Investment Advisory, Llc 160
Lee Financial Co 114 26.32

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
Goldman Sachs Group Inc 72,698 27.37
LPL Financial LLC 57,485 27.36
Citadel Advisors Llc 24,414 27.36
Commonwealth Equity Services, Llc 16,226 27.36
Granite Bay Wealth Management, LLC 13,813 27.37
Susquehanna International Group, Llp 13,175 27.40
Captrust Financial Advisors 12,915 27.33
IHT Wealth Management, LLC 11,718 27.39
Advisor Group Holdings, Inc. 4,183 13.87
UBS Group AG 2,144 27.52
Bank Of Montreal /can/ 1,243 28.16
Blair William & Co/il 746 26.81
AdvisorNet Financial, Inc 667 26.99
Koshinski Asset Management, Inc. 629 27.03
City Holding Co 400 27.50
Byrne Asset Management LLC 350 28.57
Simplex Trading, Llc 333 27.03
Patriot Financial Group Insurance Agency, LLC 202 29.70
Morgan Stanley 185 27.03
Tilia Fiduciary Partners, Inc. 183 27.32

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
AdvisorNet Financial, Inc 667 26.99
Koshinski Asset Management, Inc. 629 27.03
Belvedere Trading LLC
DCM Advisors, LLC
Advisory Services Network, LLC
Raymond James Financial Services Advisors, Inc.
Snowden Capital Advisors LLC
Gainplan LLC
Jane Street Group, Llc
Proequities, Inc.
Fmr Llc
Benjamin F. Edwards & Company, Inc.
Wedbush Securities Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 16,723 23.20 16,226 27.36
Granite Bay Wealth Management, LLC 13,813 23.24 13,813 27.37
City Holding Co 400 22.50 400 27.50
Byrne Asset Management LLC 350 22.86 350 28.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 497 16,723 23.20 16,226 27.36 3.06
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 16,723 23.20 16,226 27.36
Byrne Asset Management LLC 350 22.86 350 28.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 497 16,723 23.20 16,226 27.36 3.06
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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