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 26 20.00 19.60 19.60
Previous Quarter 31 21.00 21.05 21.03

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 14 16 1 4 10
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 0 0 0 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
GAMCO INVESTORS, INC. ET AL 486,810
GABELLI & Co INVESTMENT ADVISERS, INC. 389,448 19.60
Morgan Stanley 165,925 19.60
Advisor Group Holdings, Inc. 40,029 19.59
Advisors Asset Management, Inc. 36,421 19.60
Wells Fargo & Company/mn 26,953 19.63
LPL Financial LLC 21,436 19.59
UBS Group AG 20,957 19.61
Prospera Financial Services Inc 20,075 19.58
Raymond James & Associates 18,612 19.61
Commonwealth Equity Services, Llc 14,175 19.54
Sigma Planning Corp 13,622 19.60
GWM Advisors LLC 11,800 19.58
Seacrest Wealth Management, Llc 11,200 19.64
Royal Bank Of Canada 4,958 19.56
Fortitude Advisory Group L.L.C. 3,439 19.48
Bank Of America Corp /de/ 1,550 19.35
Addison Advisors LLC 1,393 19.38
Tower Research Capital LLC (TRC) 100 20.00
Wolverine Asset Management Llc 0

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
GABELLI & Co INVESTMENT ADVISERS, INC. 389,448 21.05
Morgan Stanley 176,670 21.05
Wells Fargo & Company/mn 42,137 21.05
Advisor Group Holdings, Inc. 40,604 21.08
Advisors Asset Management, Inc. 36,712 21.06
LPL Financial LLC 22,745 21.06
UBS Group AG 21,162 21.03
Prospera Financial Services Inc 20,075 21.07
Raymond James & Associates 19,859 21.05
Commonwealth Equity Services, Llc 14,010 20.99
GWM Advisors LLC 12,254 21.05
Sigma Planning Corp 12,224 21.02
Mid Atlantic Financial Management Inc/adv 11,300 19.65
Royal Bank Of Canada 5,001 21.00
Fortitude Advisory Group L.L.C. 3,184 21.04
Bank Of America Corp /de/ 1,700 21.18
Addison Advisors LLC 1,393 20.82
Hoover Financial Advisors, Inc. 542 20.30
Comprehensive Financial Consultants Institutional, Inc. 300 16.67
Ameritas Investment Corp 0

 

Recent Quarter Analysis

Name Shares PPS
GAMCO INVESTORS, INC. ET AL 486,810
Seacrest Wealth Management, Llc 11,200 19.64
Lighthouse Investment Partners, LLC 0
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 11,300 19.65
Hoover Financial Advisors, Inc. 542 20.30
Comprehensive Financial Consultants Institutional, Inc. 300 16.67
Sowell Financial Services LLC
Ameritas Investment Corp
Carroll Financial Associates, Inc.
International Assets Investment Management, Llc
Eudaimonia Partners, LLC
Wolverine Asset Management Llc
Shaker Financial Services, LLC
Fmr Llc
Sit Investment Associates Inc
Citigroup Inc
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
GABELLI & Co INVESTMENT ADVISERS, INC. 389,448 19.60 389,448 21.05
Morgan Stanley 165,925 19.60 176,670 21.05
Advisor Group Holdings, Inc. 40,029 19.59 40,604 21.08
Advisors Asset Management, Inc. 36,421 19.60 36,712 21.06
Wells Fargo & Company/mn 26,953 19.63 42,137 21.05
LPL Financial LLC 21,436 19.59 22,745 21.06
UBS Group AG 20,957 19.61 21,162 21.03
Prospera Financial Services Inc 20,075 19.58 20,075 21.07
Raymond James & Associates 18,612 19.61 19,859 21.05
Commonwealth Equity Services, Llc 14,175 19.54 14,010 20.99
Sigma Planning Corp 13,622 19.60 12,224 21.02
GWM Advisors LLC 11,800 19.58 12,254 21.05
Royal Bank Of Canada 4,958 19.56 5,001 21.00
Fortitude Advisory Group L.L.C. 3,439 19.48 3,184 21.04
Bank Of America Corp /de/ 1,550 19.35 1,700 21.18
Addison Advisors LLC 1,393 19.38 1,393 20.82
Name Current Shares Current PPS Previous Shares Previous PPS
Tower Research Capital LLC (TRC) 100 20.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sigma Planning Corp 1,398 13,622 19.60 12,224 21.02 11.44
Fortitude Advisory Group L.L.C. 255 3,439 19.48 3,184 21.04 8.01
Commonwealth Equity Services, Llc 165 14,175 19.54 14,010 20.99 1.18
Tower Research Capital LLC (TRC) 100 100 20.00 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wells Fargo & Company/mn 15,184 26,953 19.63 42,137 21.05 -36.03
Morgan Stanley 10,745 165,925 19.60 176,670 21.05 -6.08
LPL Financial LLC 1,309 21,436 19.59 22,745 21.06 -5.76
Raymond James & Associates 1,247 18,612 19.61 19,859 21.05 -6.28
Advisor Group Holdings, Inc. 575 40,029 19.59 40,604 21.08 -1.42
GWM Advisors LLC 454 11,800 19.58 12,254 21.05 -3.70
Advisors Asset Management, Inc. 291 36,421 19.60 36,712 21.06 -0.79
UBS Group AG 205 20,957 19.61 21,162 21.03 -0.97
Bank Of America Corp /de/ 150 1,550 19.35 1,700 21.18 -8.82
Royal Bank Of Canada 43 4,958 19.56 5,001 21.00 -0.86
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
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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