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 177 741.00 94.06 155.00
Previous Quarter 187 1339.00 94.06 157.07

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 40 12 1 4 6
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 3 12 1 4 6
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 461,462 94.06
Bank Of America Corp /de/ 384,189 94.06
UBS Group AG 290,306 94.06
LPL Financial LLC 279,077 94.06
Commonwealth Equity Services, Llc 165,295 94.06
Raymond James Financial Services Advisors, Inc. 145,585 94.06
Ameriprise Financial Inc 126,660 94.40
Private Advisor Group, LLC 111,822 77.55
Wells Fargo & Company/mn 108,023 94.05
Money Design Co.,Ltd. 86,523 77.55
Kestra Advisory Services, LLC 61,362 94.06
Jane Street Group, Llc 60,415 94.07
Advisor Group Holdings, Inc. 57,561 90.98
Stifel Financial Corp 56,777 94.12
Royal Bank Of Canada 53,913 94.08
Cetera Investment Advisers 43,295 94.05
First Heartland Consultants, Inc. 41,219 77.54
Cambridge Investment Research Advisors, Inc. 39,992 77.54
U.S. Capital Wealth Advisors, LLC 35,580 94.07
Cetera Advisor Networks LLC 33,012 94.06

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 461,462 94.06
Bank Of America Corp /de/ 384,189 94.06
UBS Group AG 290,306 94.06
LPL Financial LLC 279,077 94.06
Commonwealth Equity Services, Llc 165,295 94.06
Private Advisor Group, LLC 163,913 94.06
Raymond James Financial Services Advisors, Inc. 145,585 94.06
Ameriprise Financial Inc 126,660 94.40
Wells Fargo & Company/mn 108,023 94.05
Money Design Co.,Ltd. 73,468 94.05
Kestra Advisory Services, LLC 61,362 94.06
Jane Street Group, Llc 60,415 94.07
Advisor Group Holdings, Inc. 57,561 90.98
Stifel Financial Corp 56,777 94.12
Royal Bank Of Canada 53,913 94.08
Cetera Investment Advisers 43,295 94.05
First Heartland Consultants, Inc. 39,500 94.05
Cambridge Investment Research Advisors, Inc. 37,901 94.06
U.S. Capital Wealth Advisors, LLC 35,580 94.07
Cetera Advisor Networks LLC 33,012 94.06

 

Recent Quarter Analysis

Name Shares PPS
Allworth Financial LP 475 77.89
Name Shares PPS
Cascadia Advisory Services, LLC 19,363 92.60
Cooper Financial Group 3,568 94.17
Moors & Cabot, Inc. 3,502 167.05
IFP Advisors, Inc 2,120 104.25
Koshinski Asset Management, Inc. 1,360 94.12
Herold Advisors, Inc. 70 94057.14
Advisory Services Network, LLC
Cullen/frost Bankers, Inc.
Clear Creek Financial Management, LLC
HAP Trading, LLC
Level Four Advisory Services, Llc
Confluence Wealth Services, Inc.
Purus Wealth Management, LLC
TAP Consulting, LLC
Wolverine Trading, Llc
Strategic Blueprint, LLC
Susquehanna International Group, Llp
Advisor Resource Council
Columbus Macro, LLC
First Horizon Advisors, Inc.
Arkadios Wealth Advisors
Fulcrum Equity Management
Synergy Financial Management, LLC
Fmr Llc
Parallel Advisors, LLC
Qube Research & Technologies Ltd
National Asset Management, Inc.
Barometer Capital Management Inc.
CIBC World Markets Inc.
Truist Financial Corp
Kowal Investment Group, LLC
Stephens Inc /ar/
Edmond De Rothschild Holding S.a.
Captrust Financial Advisors
Resources Investment Advisors, LLC.
Ford Financial Group, LLC
TCG Advisory Services, LLC
3EDGE Asset Management, LP
Barclays Plc
Enterprise Financial Services Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 111,822 77.55 163,913 94.06
Money Design Co.,Ltd. 86,523 77.55 73,468 94.05
First Heartland Consultants, Inc. 41,219 77.54 39,500 94.05
Cambridge Investment Research Advisors, Inc. 39,992 77.54 37,901 94.06
Flagship Harbor Advisors, Llc 16,014 77.56 24,764 94.05
Clarus Wealth Advisors 6,685 77.64 5,425 89.95
Exane Derivatives 3,170 77.60 4,970 93.96
PCG Wealth Advisors, LLC 3,076 77.70 3,135 94.10
Mascoma Wealth Management LLC 506 77.08 506 94.86
Tsfg, Llc 260 76.92 260 92.31
Pinnacle Bancorp, Inc. 135 74.07 314 95.54
Financial Management Professionals, Inc. 132 75.76 132 90.91
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 26 76.92 30 66.67
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Money Design Co.,Ltd. 13,055 86,523 77.55 73,468 94.05 17.77
Cambridge Investment Research Advisors, Inc. 2,091 39,992 77.54 37,901 94.06 5.52
First Heartland Consultants, Inc. 1,719 41,219 77.54 39,500 94.05 4.35
Clarus Wealth Advisors 1,260 6,685 77.64 5,425 89.95 23.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 52,091 111,822 77.55 163,913 94.06 -31.78
Flagship Harbor Advisors, Llc 8,750 16,014 77.56 24,764 94.05 -35.33
Exane Derivatives 1,800 3,170 77.60 4,970 93.96 -36.22
Pinnacle Bancorp, Inc. 179 135 74.07 314 95.54 -57.01
PCG Wealth Advisors, LLC 59 3,076 77.70 3,135 94.10 -1.88
Global Retirement Partners, LLC 4 26 76.92 30 66.67 -13.33
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
Allworth Financial LP 475 77.89
Name Shares PPS
Herold Advisors, Inc. 70 94057.14
Cooper Financial Group 3,568 94.17
Koshinski Asset Management, Inc. 1,360 94.12
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 111,822 77.55 163,913 94.06
Money Design Co.,Ltd. 86,523 77.55 73,468 94.05
First Heartland Consultants, Inc. 41,219 77.54 39,500 94.05
Cambridge Investment Research Advisors, Inc. 39,992 77.54 37,901 94.06
Flagship Harbor Advisors, Llc 16,014 77.56 24,764 94.05
Clarus Wealth Advisors 6,685 77.64 5,425 89.95
Exane Derivatives 3,170 77.60 4,970 93.96
PCG Wealth Advisors, LLC 3,076 77.70 3,135 94.10
Mascoma Wealth Management LLC 506 77.08 506 94.86
Tsfg, Llc 260 76.92 260 92.31
Pinnacle Bancorp, Inc. 135 74.07 314 95.54
Financial Management Professionals, Inc. 132 75.76 132 90.91
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 26 76.92 30 66.67
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Money Design Co.,Ltd. 13,055 86,523 77.55 73,468 94.05 17.77
Cambridge Investment Research Advisors, Inc. 2,091 39,992 77.54 37,901 94.06 5.52
First Heartland Consultants, Inc. 1,719 41,219 77.54 39,500 94.05 4.35
Clarus Wealth Advisors 1,260 6,685 77.64 5,425 89.95 23.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 52,091 111,822 77.55 163,913 94.06 -31.78
Flagship Harbor Advisors, Llc 8,750 16,014 77.56 24,764 94.05 -35.33
Exane Derivatives 1,800 3,170 77.60 4,970 93.96 -36.22
Pinnacle Bancorp, Inc. 179 135 74.07 314 95.54 -57.01
PCG Wealth Advisors, LLC 59 3,076 77.70 3,135 94.10 -1.88
Global Retirement Partners, LLC 4 26 76.92 30 66.67 -13.33
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