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 22 32.00 32.23 31.96
Previous Quarter 23 32.00 32.23 32.18

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 1 4 1 0 0 1
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 1 0 1 0 0 1
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
Betterment LLC 490,684 32.23
Cambria Investment Management, L.P. 488,951 32.23
Cetera Advisor Networks LLC 158,083 32.23
Brookstone Capital Management 77,757 28.94
LPL Financial LLC 70,986 32.23
Susquehanna International Group, Llp 36,965 29.84
Pensionmark Financial Group, Llc 30,096 32.23
Raymond James & Associates 23,422 32.23
Gofen & Glossberg Llc /il/ 15,274 29.46
Creative Planning 9,813 32.20
Financial Advocates Investment Management 8,465 32.25
Professional Financial Advisors, LLC 7,424 32.19
Resources Investment Advisors, LLC. 7,288 32.24
CoreCap Advisors, LLC 6,984 32.22
Morgan Stanley 3,000 32.33
Advisor Group Holdings, Inc. 2,064 31.98
Royal Bank Of Canada 549 32.79
Proequities, Inc. 115 34.78
Tower Research Capital LLC (TRC) 100 30.00
Steward Partners Investment Advisory, Llc 67

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
Betterment LLC 490,684 32.23
Cambria Investment Management, L.P. 488,951 32.23
Cetera Advisor Networks LLC 158,083 32.23
Brookstone Capital Management 99,896 32.43
LPL Financial LLC 70,986 32.23
Susquehanna International Group, Llp 36,965 29.84
Pensionmark Financial Group, Llc 30,096 32.23
Raymond James & Associates 23,422 32.23
Creative Planning 9,813 32.20
Financial Advocates Investment Management 8,465 32.25
Professional Financial Advisors, LLC 7,424 32.19
Resources Investment Advisors, LLC. 7,288 32.24
CoreCap Advisors, LLC 6,984 32.22
Morgan Stanley 3,000 32.33
Advisor Group Holdings, Inc. 2,064 31.98
Royal Bank Of Canada 549 32.79
Proequities, Inc. 115 34.78
Tower Research Capital LLC (TRC) 100 30.00
Steward Partners Investment Advisory, Llc 67
Cambridge Investment Research Advisors, Inc. 0

 

Recent Quarter Analysis

Name Shares PPS
Gofen & Glossberg Llc /il/ 15,274 29.46
Name Shares PPS
UBS Group AG
Cambridge Investment Research Advisors, Inc.
Wells Fargo & Company/mn
Stifel Financial Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Brookstone Capital Management 77,757 28.94 99,896 32.43
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
Brookstone Capital Management 22,139 77,757 28.94 99,896 32.43 -22.16
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
Gofen & Glossberg Llc /il/ 15,274 29.46
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Brookstone Capital Management 77,757 28.94 99,896 32.43
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
Brookstone Capital Management 22,139 77,757 28.94 99,896 32.43 -22.16
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