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	148	1852.00	96.06	343.80
Previous Quarter	160	1838.00	96.08	342.41

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	46	22	0	4	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	2	3	10	0	2	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
Bank Of America Corp /de/	809,772	96.08
Wells Fargo & Company/mn	337,834	96.08
Cape Cod Five Cents Savings Bank	298,932	96.08
Wealth Enhancement Advisory Services, Llc	298,035	83.79
Altfest L J & Co Inc	292,219	96.08
Morgan Stanley	292,130	96.08
Envestnet Asset Management Inc	139,118	96.08
Integrated Wealth Concepts LLC	133,716	96.08
Charles Schwab Investment Advisory, Inc.	117,948	96.08
Commonwealth Equity Services, Llc	117,234	85.33
Pictet Asset Management Sa	115,000	96.08
Summit Wealth & Retirement Planning, Inc.	100,343	96.08
J Arnold Wealth Management Co	90,698	96.08
Rockefeller Capital Management L.P.	83,829	96.08
LPL Financial LLC	69,996	96.08
Peak Financial Management, Inc.	68,822	96.07
Wade G W & Inc	62,238	96.08
Solitude Financial Services	61,088	85.34
IFG Advisory, LLC	59,930	96.08
Stegent Equity Advisors, Inc.	51,895	96.08

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
Bank Of America Corp /de/	809,772	96.08
Wells Fargo & Company/mn	337,834	96.08
Cape Cod Five Cents Savings Bank	298,932	96.08
Altfest L J & Co Inc	292,219	96.08
Morgan Stanley	292,130	96.08
Wealth Enhancement Advisory Services, Llc	262,931	95.83
Envestnet Asset Management Inc	139,118	96.08
Integrated Wealth Concepts LLC	133,716	96.08
Commonwealth Equity Services, Llc	123,304	96.08
Charles Schwab Investment Advisory, Inc.	117,948	96.08
Pictet Asset Management Sa	115,000	96.08
Solitude Financial Services	112,075	96.08
Summit Wealth & Retirement Planning, Inc.	100,343	96.08
J Arnold Wealth Management Co	90,698	96.08
Rockefeller Capital Management L.P.	83,829	96.08
LPL Financial LLC	69,996	96.08
Peak Financial Management, Inc.	68,822	96.07
Wade G W & Inc	62,238	96.08
IFG Advisory, LLC	59,930	96.08
Stegent Equity Advisors, Inc.	51,895	96.08

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
IWIN - Amplify Inflation Fighter ETF	4,274	92.89
Geneos Wealth Management Inc.	857	84.01
ACG Wealth	210	85.71
Vigilant Capital Management, LLC	208	86.54
Hexagon Capital Partners LLC	16	62.50

Recent Quarter 46 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	21,000	2.00
Truist Financial Corp	2,785	95.87
PFG Advisors	2,431	96.26
Heritage Wealth Management, Llc	904	86.28
Gemmer Asset Management LLC	222	94.59
IFP Advisors, Inc	166	90.36
Umb Bank N A/mo	6	166.67
Cedar Mountain Advisors, LLC	4
Collective Family Office Llc
Charles Schwab Trust Co
Eaton Vance Management
Strategic Blueprint, LLC
Cahill Financial Advisors Inc
Chevy Chase Trust Holdings, Inc.
Peapack Gladstone Financial Corp
Kovack Advisors, Inc.
Anfield Capital Management, LLC
Huntington National Bank
Kowal Investment Group, LLC
Courage Miller Partners, LLC
Migdal Insurance & Financial Holdings Ltd.
Elmwood Wealth Management, Inc.
Whittier Trust Co
Allworth Financial LP
Proequities, Inc.
Sheets Smith Wealth Management
Symmetry Partners, LLC
BlackRock Inc.
Moisand Fitzgerald Tamayo, LLC
Capital Advisory Group Advisory Services, LLC
MCF Advisors LLC
Fmr Llc
Pinnacle Bancorp, Inc.
Barclays Plc
Plante Moran Financial Advisors, LLC
Fortis Advisors, LLC
Sterling Financial Planning, Inc.
Wagner Wealth Management, Llc
Qube Research & Technologies Ltd
Burt Wealth Advisors
TAP Consulting, LLC
John W. Brooker & Co., CPAs
Almanack Investment Partners, LLC.
Barber Financial Group, Inc.
Old Mission Capital Llc
Arkadios Wealth Advisors

Recent Quarter 22 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wealth Enhancement Advisory Services, Llc	298,035	83.79	262,931	95.83
Commonwealth Equity Services, Llc	117,234	85.33	123,304	96.08
Solitude Financial Services	61,088	85.34	112,075	96.08
Cambridge Investment Research Advisors, Inc.	38,578	85.33	41,107	96.09
Astoria Portfolio Advisors LLC.	27,040	85.32	23,849	96.06
Wealthfront Advisers Llc	22,646	85.31	25,446	96.09
Claraphi Advisory Network, LLC	9,622	85.33	8,072	96.13
Adviser Investments LLC	8,775	85.36	8,775	96.07
AdvisorNet Financial, Inc	8,560	85.28	8,593	96.12
Carolina Wealth Advisors, LLC	6,839	85.39	7,308	96.06
Signature Securities Group Corporation	6,501	85.22	6,501	95.99
Clarus Wealth Advisors	6,072	83.17	5,939	97.83
Stratos Wealth Partners, LTD.	5,539	85.39	5,726	96.05
First Affirmative Financial Network	3,087	85.20	3,285	96.19
Spire Wealth Management	1,850	85.41	2,784	95.91
CVA Family Office, LLC	1,740	85.06	1,740	95.98
Global Retirement Partners, LLC	418	86.12	418	90.91
Sargent Bickham Lagudis LLC	249	84.34	249	96.39
Cordasco Financial Network	215	83.72	215	97.67
Money Concepts Capital Corp	175	85.71	175	97.14

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wealth Enhancement Advisory Services, Llc	35,104	298,035	83.79	262,931	95.83	13.35
Astoria Portfolio Advisors LLC.	3,191	27,040	85.32	23,849	96.06	13.38
Claraphi Advisory Network, LLC	1,550	9,622	85.33	8,072	96.13	19.20
Clarus Wealth Advisors	133	6,072	83.17	5,939	97.83	2.24

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Solitude Financial Services	50,987	61,088	85.34	112,075	96.08	-45.49
Commonwealth Equity Services, Llc	6,070	117,234	85.33	123,304	96.08	-4.92
Wealthfront Advisers Llc	2,800	22,646	85.31	25,446	96.09	-11.00
Cambridge Investment Research Advisors, Inc.	2,529	38,578	85.33	41,107	96.09	-6.15
Spire Wealth Management	934	1,850	85.41	2,784	95.91	-33.55
Carolina Wealth Advisors, LLC	469	6,839	85.39	7,308	96.06	-6.42
First Affirmative Financial Network	198	3,087	85.20	3,285	96.19	-6.03
Stratos Wealth Partners, LTD.	187	5,539	85.39	5,726	96.05	-3.27
AdvisorNet Financial, Inc	33	8,560	85.28	8,593	96.12	-0.38

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
Geneos Wealth Management Inc.	857	84.01
Hexagon Capital Partners LLC	16	62.50

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Umb Bank N A/mo	6	166.67
Gemmer Asset Management LLC	222	94.59
Truist Financial Corp	2,785	95.87

Past Week 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wealth Enhancement Advisory Services, Llc	298,035	83.79	262,931	95.83
Commonwealth Equity Services, Llc	117,234	85.33	123,304	96.08
Wealthfront Advisers Llc	22,646	85.31	25,446	96.09
Claraphi Advisory Network, LLC	9,622	85.33	8,072	96.13
Carolina Wealth Advisors, LLC	6,839	85.39	7,308	96.06
Signature Securities Group Corporation	6,501	85.22	6,501	95.99
Stratos Wealth Partners, LTD.	5,539	85.39	5,726	96.05
Spire Wealth Management	1,850	85.41	2,784	95.91
Money Concepts Capital Corp	175	85.71	175	97.14
GPS Wealth Strategies Group, LLC	103	87.38	103	97.09

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wealth Enhancement Advisory Services, Llc	35,104	298,035	83.79	262,931	95.83	13.35
Claraphi Advisory Network, LLC	1,550	9,622	85.33	8,072	96.13	19.20

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	6,070	117,234	85.33	123,304	96.08	-4.92
Wealthfront Advisers Llc	2,800	22,646	85.31	25,446	96.09	-11.00
Spire Wealth Management	934	1,850	85.41	2,784	95.91	-33.55
Carolina Wealth Advisors, LLC	469	6,839	85.39	7,308	96.06	-6.42
Stratos Wealth Partners, LTD.	187	5,539	85.39	5,726	96.05	-3.27

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name