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 150 626.00 16.09 18.08
Previous Quarter 155 166.00 19.01 22.12

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 10 45 98 7 53 40
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
Morgan Stanley 3,548,460 16.09
UBS Group AG 1,005,106 16.09
Advisor Group Holdings, Inc. 718,144 16.09
Ameriprise Financial Inc 680,134 16.10
Cohen & Steers, Inc. 617,673 16.09
Raymond James Financial Services Advisors, Inc. 479,296 16.09
Royal Bank Of Canada 462,799 16.09
Prime Capital Investment Advisors, LLC 390,438 16.09
LPL Financial LLC 375,817 16.09
Commonwealth Equity Services, Llc 340,359 16.09
Advisors Asset Management, Inc. 327,398 16.09
Cohen & Steers Closed-end Opportunity Fund, Inc. 307,498 16.09
Janney Montgomery Scott LLC 301,226 16.08
Rockefeller Capital Management L.P. 262,615 16.09
Baird Financial Group, Inc. 205,733 16.09
Bank Of America Corp /de/ 192,142 16.09
Marks Group Wealth Management, Inc 191,087 16.09
Richmond Brothers, Inc. 181,061 16.12
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 167,309 16.90
Envestnet Asset Management Inc 167,055 16.09

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
Morgan Stanley 3,338,758 19.01
UBS Group AG 1,436,224 19.01
Advisor Group Holdings, Inc. 902,218 19.01
Cohen & Steers, Inc. 850,110 19.01
Ameriprise Financial Inc 655,594 18.98
Cohen & Steers Closed-end Opportunity Fund, Inc. 539,935 19.01
Raymond James Financial Services Advisors, Inc. 482,122 19.01
Royal Bank Of Canada 462,442 19.01
LPL Financial LLC 346,733 19.01
Advisors Asset Management, Inc. 337,842 19.01
Commonwealth Equity Services, Llc 332,177 19.01
Verus Capital Partners, Llc 325,650 18.56
Prime Capital Investment Advisors, LLC 306,075 18.32
Janney Montgomery Scott LLC 291,502 19.01
Rockefeller Capital Management L.P. 217,802 19.01
Bank Of America Corp /de/ 213,681 19.01
Baird Financial Group, Inc. 207,582 19.01
Marks Group Wealth Management, Inc 190,195 19.01
Raymond James & Associates 183,820 19.01
Richmond Brothers, Inc. 181,723 18.99

 

Recent Quarter Analysis

Name Shares PPS
Walker Asset Management, LLC 94,860 17.71
Captrust Financial Advisors 84,508 16.09
Avantax Advisory Services, Inc. 69,812 16.09
BDO Wealth Advisors, LLC 50,000 16.08
Integrated Wealth Concepts LLC 28,563 16.10
Brookstone Capital Management 12,424 16.10
Seacrest Wealth Management, Llc 4,741 16.03
Ahrens Investment Partners LLC 4,000 16.00
ACG Wealth 3,731 16.08
First Manhattan Co 393 15.27
Name Shares PPS
Mosaic Family Wealth, LLC 140,282 18.32
J.w. Cole Advisors, Inc. 97,749 0.05
Clough Capital Partners L P 80,512 19.02
Camelot Portfolios, LLC 56,698 19.01
Mid Atlantic Financial Management Inc/adv 39,403 19.16
Moors & Cabot, Inc. 29,600 8.38
Marcum Wealth, LLC 21,424 19.00
Capital Wealth Alliance, LLC 18,333 18.98
EP Wealth Advisors, Inc. 14,543 18.98
Retirement Guys Formula Llc 12,726 19.02
Financial Advisory Corp /ut/ /adv 12,330 18.98
Magnolia Wealth Management, LLC 11,000 18.82
FSA Wealth Management LLC 10,843 18.35
Arete Wealth Advisors, LLC 10,714 19.04
City Of London Investment Management Co Ltd 10,138 19.04
Missouri Trust & Investment Co 6,000 19.00
NEXT Financial Group, Inc 5,447 18.36
San Luis Wealth Advisors LLC 5,268 18.41
Money Concepts Capital Corp 4,708 18.90
Prospera Financial Services Inc 3,114 18.95
Herold Advisors, Inc. 2,751 19009.81
Meeder Asset Management Inc 1,320 18.94
Wealth Quarterback LLC 844
Sonora Investment Management, LLC 275 18.18
Tower Research Capital LLC (TRC) 69 14.49
Horan Securities, Inc. 68 14.71
Rivernorth Opportunities Fund, Inc. 1
Fmr Llc 1
D'Orazio & Associates, Inc.
Proequities, Inc.
1607 Capital Partners, LLC
Samalin Investment Counsel, LLC
Widmann Financial Services, Inc.
EERN - DriveWealth Power Saver ETF
Gradient Investments LLC
Yakira Capital Management, Inc.
Jpmorgan Chase & Co
Virtu Financial LLC
Citadel Advisors Llc
Cornerstone Advisory, LLC
Thompson Davis & Co., Inc.
Fifth Third Bancorp
Emerald Investment Partners, Llc
Panagora Asset Management Inc
Huntington National Bank
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 3,548,460 16.09 3,338,758 19.01
UBS Group AG 1,005,106 16.09 1,436,224 19.01
Advisor Group Holdings, Inc. 718,144 16.09 902,218 19.01
Ameriprise Financial Inc 680,134 16.10 655,594 18.98
Cohen & Steers, Inc. 617,673 16.09 850,110 19.01
Raymond James Financial Services Advisors, Inc. 479,296 16.09 482,122 19.01
Royal Bank Of Canada 462,799 16.09 462,442 19.01
Prime Capital Investment Advisors, LLC 390,438 16.09 306,075 18.32
LPL Financial LLC 375,817 16.09 346,733 19.01
Commonwealth Equity Services, Llc 340,359 16.09 332,177 19.01
Advisors Asset Management, Inc. 327,398 16.09 337,842 19.01
Cohen & Steers Closed-end Opportunity Fund, Inc. 307,498 16.09 539,935 19.01
Janney Montgomery Scott LLC 301,226 16.08 291,502 19.01
Rockefeller Capital Management L.P. 262,615 16.09 217,802 19.01
Baird Financial Group, Inc. 205,733 16.09 207,582 19.01
Bank Of America Corp /de/ 192,142 16.09 213,681 19.01
Marks Group Wealth Management, Inc 191,087 16.09 190,195 19.01
Richmond Brothers, Inc. 181,061 16.12 181,723 18.99
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 167,309 16.90 143,274 19.01
Envestnet Asset Management Inc 167,055 16.09 162,406 19.01
Name Current Shares Current PPS Previous Shares Previous PPS
Steward Partners Investment Advisory, Llc 53,499 0.02 54,703 0.02
Verus Capital Partners, Llc 19,939 375.14 325,650 18.56
Advisor Resource Council 15,485 16.08 0
Chilton Capital Management Llc 2,000 16.00 0
Cwm, Llc 386 15.54 0
Castleview Partners, Llc 309 70996.76 28,350 18.98
Citigroup Inc 51 19.61 1
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Morgan Stanley 209,702 3,548,460 16.09 3,338,758 19.01 6.28
Prime Capital Investment Advisors, LLC 84,363 390,438 16.09 306,075 18.32 27.56
Rockefeller Capital Management L.P. 44,813 262,615 16.09 217,802 19.01 20.58
LPL Financial LLC 29,084 375,817 16.09 346,733 19.01 8.39
GPS Wealth Strategies Group, LLC 28,249 36,762 16.08 8,513 19.03 331.83
Change Path, LLC 25,886 38,197 16.10 12,311 19.01 210.27
Wells Fargo & Company/mn 25,210 95,165 16.09 69,955 19.01 36.04
Ameriprise Financial Inc 24,540 680,134 16.10 655,594 18.98 3.74
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 24,035 167,309 16.90 143,274 19.01 16.78
Private Advisor Group, LLC 23,758 109,628 16.09 85,870 19.01 27.67
Cetera Advisors LLC 19,252 50,919 16.08 31,667 19.01 60.80
Advisor Resource Council 15,485 15,485 16.08 0 0.00
AE Wealth Management LLC 10,416 43,175 16.10 32,759 19.02 31.80
Janney Montgomery Scott LLC 9,724 301,226 16.08 291,502 19.01 3.34
Kestra Advisory Services, LLC 9,367 23,060 13,693 68.41
Commonwealth Equity Services, Llc 8,182 340,359 16.09 332,177 19.01 2.46
Sigma Planning Corp 8,021 136,509 16.09 128,488 19.01 6.24
Centaurus Financial, Inc. 7,533 36,255 16.08 28,722 19.01 26.23
Cambridge Investment Research Advisors, Inc. 6,998 156,258 16.09 149,260 19.01 4.69
Wedbush Securities Inc 6,838 32,646 16.08 25,808 19.03 26.50
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
UBS Group AG 431,118 1,005,106 16.09 1,436,224 19.01 -30.02
Verus Capital Partners, Llc 305,711 19,939 375.14 325,650 18.56 -93.88
Cohen & Steers Closed-end Opportunity Fund, Inc. 232,437 307,498 16.09 539,935 19.01 -43.05
Cohen & Steers, Inc. 232,437 617,673 16.09 850,110 19.01 -27.34
Advisor Group Holdings, Inc. 184,074 718,144 16.09 902,218 19.01 -20.40
Raymond James & Associates 50,190 133,630 16.09 183,820 19.01 -27.30
Karpus Management, Inc. 30,772 10,005 16.09 40,777 19.01 -75.46
Castleview Partners, Llc 28,041 309 70996.76 28,350 18.98 -98.91
Cetera Advisor Networks LLC 26,061 57,271 16.10 83,332 19.01 -31.27
Founders Financial Alliance, LLC 24,863 89,751 16.09 114,614 19.01 -21.69
Bank Of America Corp /de/ 21,539 192,142 16.09 213,681 19.01 -10.08
Invesco Ltd. 13,325 35,484 16.09 48,809 19.01 -27.30
Atria Wealth Solutions, Inc. 12,883 74,848 16.10 87,731 19.01 -14.68
Advisors Asset Management, Inc. 10,444 327,398 16.09 337,842 19.01 -3.09
Kovack Advisors, Inc. 8,836 42,620 16.10 51,456 19.01 -17.17
DAVENPORT & Co LLC 7,596 42,411 16.08 50,007 19.02 -15.19
Geneos Wealth Management Inc. 3,590 11,814 16.25 15,404 18.96 -23.31
Spire Wealth Management 3,262 5,926 16.03 9,188 19.05 -35.50
National Asset Management, Inc. 3,250 50,791 16.11 54,041 19.02 -6.01
Cetera Investment Advisers 3,229 97,319 16.09 100,548 19.01 -3.21
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
BDO Wealth Advisors, LLC 50,000 16.08
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cohen & Steers Closed-end Opportunity Fund, Inc. 307,498 16.09 539,935 19.01
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
Cohen & Steers Closed-end Opportunity Fund, Inc. 232,437 307,498 16.09 539,935 19.01 -43.05
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