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 129 NaN 0.00 26.94
Previous Quarter 135 NaN 0.00 29.73

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 26 12 1 4 3
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 1 7 0 3 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
Invesco Ltd. 5,801,379 27.27
Invesco Ltd. 5,801,379
MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C 3,558,735 26.54
MLPEX - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 2,242,644 26.54
Pallas Capital Advisors LLC 1,346,991 27.74
Morgan Stanley 647,361 27.27
Proficio Capital Partners LLC 228,000 27.27
Royal Bank Of Canada 188,427 27.27
MDIV - Multi-Asset Diversified Income Index Fund 145,822 27.27
First Trust Advisors Lp 145,822 27.27
Goldman Sachs Group Inc 136,099 27.27
Cerity Partners LLC 100,000 27.27
Arrowstreet Capital, Limited Partnership 93,434 27.27
Bank Of America Corp /de/ 90,092 27.27
Bramshill Investments, LLC 58,913 27.28
Kayne Anderson Capital Advisors Lp 43,300 27.27
U.S. Capital Wealth Advisors, LLC 42,500 27.27
Citadel Advisors Llc 39,412 27.28
Tortoise Capital Advisors, L.l.c. 39,011 27.27
Camden Capital, LLC 37,426 27.28

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
Invesco Ltd. 5,801,379 27.27
MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C 3,558,735 26.54
MLPEX - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 2,242,644 26.54
Pallas Capital Advisors LLC 1,346,991 27.74
Morgan Stanley 647,361 27.27
Proficio Capital Partners LLC 228,000 27.27
Royal Bank Of Canada 188,427 27.27
First Trust Advisors Lp 145,822 27.27
MDIV - Multi-Asset Diversified Income Index Fund 145,822 27.27
Goldman Sachs Group Inc 136,099 27.27
Cerity Partners LLC 100,000 27.27
Arrowstreet Capital, Limited Partnership 93,434 27.27
Bank Of America Corp /de/ 90,092 27.27
Bramshill Investments, LLC 58,913 27.28
Kayne Anderson Capital Advisors Lp 43,300 27.27
U.S. Capital Wealth Advisors, LLC 42,500 27.27
Citadel Advisors Llc 39,412 27.28
Tortoise Capital Advisors, L.l.c. 39,011 27.27
Camden Capital, LLC 37,426 27.28
Welch & Forbes Llc 37,420 27.26

 

Recent Quarter Analysis

Name Shares PPS
Invesco Ltd. 5,801,379
Gilman Hill Asset Management, LLC 14,010 23.48
Allworth Financial LP 53 18.87
Name Shares PPS
Susquehanna International Group, Llp 34,700 27.26
Group One Trading, L.p. 19,900 27.29
PEAK6 Investments LLC 6,400 27.34
Money Concepts Capital Corp 1,750 27.43
Herold Advisors, Inc. 1,600 27270.00
Centerpoint Advisors, LLC
Arkadios Wealth Advisors
Bank of New York Mellon Corp
Bessemer Group Inc
Susquehanna Fundamental Investments, Llc
CVY - Invesco Zacks Multi-Asset Income ETF
S.A. Mason LLC
Guggenheim Capital Llc
Counterpoint Mutual Funds LLC
Proequities, Inc.
Harbour Investments, Inc.
First Hawaiian Bank
CoreFirst Bank & Trust
National Bank Of Canada /fi/
Retirement Planning Co of New England, Inc.
Wolverine Trading, Llc
Confluence Wealth Services, Inc.
Eaton Vance Management
D'Orazio & Associates, Inc.
PSI Advisors, LLC
GPS Wealth Strategies Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Welch & Forbes Llc 37,420 23.49 37,420 27.26
Sanders Morris Harris Llc 36,950 23.49 36,950 27.28
Commonwealth Equity Services, Llc 26,639 23.50 25,878 27.24
Baldwin Brothers Inc/ma 17,125 23.47 17,250 27.25
Raymond James Trust N.a. 13,515 23.53 13,515 27.30
GYLD - Arrow Dow Jones Global Yield ETF 8,851 26.32 11,453 26.89
Geneos Wealth Management Inc. 4,800 23.54 4,800 27.08
Dorsey Wright & Associates 1,696 23.58 1,801 27.21
HIYYX - AB FlexFee High Yield Portfolio Advisor Class 1,004 25.90 1,004 26.89
Tompkins Financial Corp 560 23.21 560 26.79
Spire Wealth Management 230 21.74 225 26.67
Sandy Spring Bank 124 24.19 121 24.79
Name Current Shares Current PPS Previous Shares Previous PPS
Penbrook Management LLC 22,680 16.62 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Penbrook Management LLC 22,680 22,680 16.62 0 0.00
Commonwealth Equity Services, Llc 761 26,639 23.50 25,878 27.24 2.94
Spire Wealth Management 5 230 21.74 225 26.67 2.22
Sandy Spring Bank 3 124 24.19 121 24.79 2.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
GYLD - Arrow Dow Jones Global Yield ETF 2,602 8,851 26.32 11,453 26.89 -22.72
Baldwin Brothers Inc/ma 125 17,125 23.47 17,250 27.25 -0.72
Dorsey Wright & Associates 105 1,696 23.58 1,801 27.21 -5.83
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
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
Money Concepts Capital Corp 1,750 27.43
Name Current Shares Current PPS Previous Shares Previous PPS
Welch & Forbes Llc 37,420 23.49 37,420 27.26
Commonwealth Equity Services, Llc 26,639 23.50 25,878 27.24
Baldwin Brothers Inc/ma 17,125 23.47 17,250 27.25
Geneos Wealth Management Inc. 4,800 23.54 4,800 27.08
Dorsey Wright & Associates 1,696 23.58 1,801 27.21
Spire Wealth Management 230 21.74 225 26.67
Sandy Spring Bank 124 24.19 121 24.79
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 761 26,639 23.50 25,878 27.24 2.94
Spire Wealth Management 5 230 21.74 225 26.67 2.22
Sandy Spring Bank 3 124 24.19 121 24.79 2.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Baldwin Brothers Inc/ma 125 17,125 23.47 17,250 27.25 -0.72
Dorsey Wright & Associates 105 1,696 23.58 1,801 27.21 -5.83
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