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	257	146.00	22.65	35.18
Previous Quarter	262	145.00	22.65	34.86

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	8	46	4	31	11	15
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	8	1	2	17	6	10
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	16,409,917	0.00	0.00	0	0.00	0.00
Previous Quarter	16,409,917	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
BlackRock Inc.	16,409,917	22.65
Jpmorgan Chase & Co	2,683,565	22.65
Morgan Stanley	2,330,771	22.65
Bank of New York Mellon Corp	2,071,033	22.65
Red Cedar Investment Management, Llc	1,550,108	22.65
Jane Street Group, Llc	1,236,883	22.65
Wells Fargo & Company/mn	1,210,906	22.65
Sumitomo Life Insurance Co	1,190,000	23.10
Bank Of America Corp /de/	1,012,316	22.65
CoreCap Advisors, LLC	811,073	22.65
Advisor Group Holdings, Inc.	649,884	21.05
Mml Investors Services, Llc	643,625	22.65
Goldman Sachs Group Inc	635,000	22.65
Envestnet Asset Management Inc	634,486	22.65
Royal Bank Of Canada	575,541	22.65
Flow Traders U.s. Llc	519,180	22.65
Ameriprise Financial Inc	489,344	22.64
Money Concepts Capital Corp	465,552	23.38
Sierra Capital LLC	443,840	22.65
Neuberger Berman Group LLC	424,693	22.65

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
BlackRock Inc.	16,409,917	22.65
Jpmorgan Chase & Co	2,683,565	22.65
Morgan Stanley	2,330,771	22.65
Bank of New York Mellon Corp	2,071,033	22.65
Red Cedar Investment Management, Llc	1,550,108	22.65
Sumitomo Life Insurance Co	1,510,000	22.65
Jane Street Group, Llc	1,236,883	22.65
Wells Fargo & Company/mn	1,210,906	22.65
Bank Of America Corp /de/	1,012,316	22.65
CoreCap Advisors, LLC	811,073	22.65
Advisor Group Holdings, Inc.	649,884	21.05
Mml Investors Services, Llc	643,625	22.65
Goldman Sachs Group Inc	635,000	22.65
Envestnet Asset Management Inc	634,486	22.65
Royal Bank Of Canada	575,541	22.65
Flow Traders U.s. Llc	519,180	22.65
Ameriprise Financial Inc	489,344	22.64
Sierra Capital LLC	443,840	22.65
Neuberger Berman Group LLC	424,693	22.65
Money Concepts Capital Corp	403,995	22.65

Recent Quarter Analysis

Recent Quarter 8 New Institutes added position

Name	Shares	PPS
Empirical Asset Management, LLC	17,196	23.09
Sawtooth Solutions, LLC	10,136	23.09
BKD Wealth Advisors, LLC	9,699	23.10
Fulcrum Equity Management	9,101	23.07
Urban Wealth Management, LLC	8,750	23.09
Hexagon Capital Partners LLC	1,353	22.91
Savior LLC	492	22.36
First Command Advisory Services, Inc.	101	19.80

Recent Quarter 46 Institutes closed out their positions

Name	Shares	PPS
Aaron Wealth Advisors LLC	135,900	44.15
Citadel Advisors Llc	131,500	22.65
Group One Trading, L.p.	64,700	22.64
Millennium Management Llc	60,000	22.65
Moors & Cabot, Inc.	10,000	0.20
Cutler Group LP	9,500	0.42
IFP Advisors, Inc	2,511	17.12
Koshinski Asset Management, Inc.	335	23.88
Wealth Quarterback LLC	79
Glassman Wealth Services
Eaton Vance Management
Motco
Barclays Plc
CBIZ Investment Advisory Services, LLC
Huntington National Bank
Financial Advocates Investment Management
Delta Asset Management Llc/tn
Legacy Wealth Management, Inc
Simon Quick Advisors, Llc
Arkadios Wealth Advisors
Redhawk Wealth Advisors, Inc.
D'Orazio & Associates, Inc.
Axa S.a.
Rockefeller Capital Management L.P.
Orion Portfolio Solutions, LLC
Thompson Davis & Co., Inc.
Jacobi Capital Management LLC
Meridian Wealth Partners, LLC
Vise Technologies, Inc.
Cypress Capital Group
C M Bidwell & Associates Ltd
Virtu Financial LLC
Sunbelt Securities, Inc.
Peachtree Investment Partners, LLC
Css Llc/il
SG Americas Securities, LLC
Signature Securities Group Corporation
Fifth Third Securities, Inc.
SRS Capital Advisors, Inc.
Conning Inc.
Strategic Investment Management, Llc
Old Mission Capital Llc
Mirae Asset Global Investments Co., Ltd.
Proficio Capital Partners LLC
First Horizon Advisors, Inc.
Wexford Capital Lp

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Intelligence Driven Advisers, LLC	26,630	21.55	30,391	22.38
Global Retirement Partners, LLC	3,098	23.24	3,198	24.39
Asset Dedication, LLC	1,281	21.86	1,754	22.23
Worth Asset Management, LLC	100	20.00	250	24.00

Recent Quarter 31 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sumitomo Life Insurance Co	1,190,000	23.10	1,510,000	22.65
Money Concepts Capital Corp	465,552	23.38	403,995	22.65
Comerica Securities,inc.	344,826	23.10	365,634	22.65
Cambridge Investment Research Advisors, Inc.	322,453	23.10	328,730	22.65
Patton Fund Management, Inc.	151,633	23.10	182,489	22.65
Well Done, LLC	150,279	23.10	153,085	22.65
Commonwealth Equity Services, Llc	97,816	23.09	107,964	22.65
Claraphi Advisory Network, LLC	96,068	23.10	85,265	22.65
Consilium Wealth Advisory, LLC	95,549	23.10	76,948	22.65
Kercheville Advisors, LLC	69,400	23.10	67,200	22.65
Wesbanco Bank Inc	62,275	23.11	96,634	22.65
Ziegler Capital Management, LLC	54,692	23.09	54,692	22.65
Evanson Asset Management, LLC	54,626	23.10	54,626	22.64
Private Advisor Group, LLC	44,739	23.09	44,739	22.64
Aurora Private Wealth, Inc.	43,109	23.10	21,647	22.64
ACG Wealth	41,801	23.11	36,700	22.64
Truist Financial Corp	37,083	23.11	25,747	22.64
Chandler Asset Management, Inc.	25,015	23100.02	25,015	22650.01
Mascoma Wealth Management LLC	20,074	23.11	13,763	22.67
Washington Capital Management Inc	19,200	23.12	19,200	22.66

Recent Quarter 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Money Concepts Capital Corp	61,557	465,552	23.38	403,995	22.65	15.24
Aurora Private Wealth, Inc.	21,462	43,109	23.10	21,647	22.64	99.15
Consilium Wealth Advisory, LLC	18,601	95,549	23.10	76,948	22.65	24.17
Truist Financial Corp	11,336	37,083	23.11	25,747	22.64	44.03
Claraphi Advisory Network, LLC	10,803	96,068	23.10	85,265	22.65	12.67
Mascoma Wealth Management LLC	6,311	20,074	23.11	13,763	22.67	45.85
Stratos Wealth Partners, LTD.	6,300	19,150	23.08	12,850	22.65	49.03
ACG Wealth	5,101	41,801	23.11	36,700	22.64	13.90
Kercheville Advisors, LLC	2,200	69,400	23.10	67,200	22.65	3.27
AdvisorNet Financial, Inc	1,600	8,575	23.09	6,975	22.65	22.94
Exane Derivatives	1,404	7,720	23.06	6,316	22.64	22.23

Recent Quarter 15 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Sumitomo Life Insurance Co	320,000	1,190,000	23.10	1,510,000	22.65	-21.19
Wesbanco Bank Inc	34,359	62,275	23.11	96,634	22.65	-35.56
Patton Fund Management, Inc.	30,856	151,633	23.10	182,489	22.65	-16.91
Comerica Securities,inc.	20,808	344,826	23.10	365,634	22.65	-5.69
Commonwealth Equity Services, Llc	10,148	97,816	23.09	107,964	22.65	-9.40
Cambridge Investment Research Advisors, Inc.	6,277	322,453	23.10	328,730	22.65	-1.91
Intelligence Driven Advisers, LLC	3,761	26,630	21.55	30,391	22.38	-12.38
Well Done, LLC	2,806	150,279	23.10	153,085	22.65	-1.83
Alhambra Investment Partners LLC	1,328	9,707	23.08	11,035	22.66	-12.03
Spire Wealth Management	1,288	775	23.23	2,063	22.78	-62.43
First Hawaiian Bank	954	14,142	23.12	15,096	22.66	-6.32
Asset Dedication, LLC	473	1,281	21.86	1,754	22.23	-26.97
Newbridge Financial Services Group, Inc.	205	2,873	22.97	3,078	22.74	-6.66
Worth Asset Management, LLC	150	100	20.00	250	24.00	-60.00
Global Retirement Partners, LLC	100	3,098	23.24	3,198	24.39	-3.13

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 8 New Institutes added position

Name	Shares	PPS
Empirical Asset Management, LLC	17,196	23.09
Sawtooth Solutions, LLC	10,136	23.09
BKD Wealth Advisors, LLC	9,699	23.10
Fulcrum Equity Management	9,101	23.07
Urban Wealth Management, LLC	8,750	23.09
Hexagon Capital Partners LLC	1,353	22.91
Savior LLC	492	22.36
First Command Advisory Services, Inc.	101	19.80

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Aaron Wealth Advisors LLC	135,900	44.15

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Intelligence Driven Advisers, LLC	26,630	21.55	30,391	22.38
Asset Dedication, LLC	1,281	21.86	1,754	22.23

Past Week 17 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sumitomo Life Insurance Co	1,190,000	23.10	1,510,000	22.65
Money Concepts Capital Corp	465,552	23.38	403,995	22.65
Comerica Securities,inc.	344,826	23.10	365,634	22.65
Patton Fund Management, Inc.	151,633	23.10	182,489	22.65
Well Done, LLC	150,279	23.10	153,085	22.65
Commonwealth Equity Services, Llc	97,816	23.09	107,964	22.65
Claraphi Advisory Network, LLC	96,068	23.10	85,265	22.65
Kercheville Advisors, LLC	69,400	23.10	67,200	22.65
Wesbanco Bank Inc	62,275	23.11	96,634	22.65
Ziegler Capital Management, LLC	54,692	23.09	54,692	22.65
Aurora Private Wealth, Inc.	43,109	23.10	21,647	22.64
Truist Financial Corp	37,083	23.11	25,747	22.64
Stratos Wealth Partners, LTD.	19,150	23.08	12,850	22.65
First Hawaiian Bank	14,142	23.12	15,096	22.66
Nadler Financial Group, Inc.	8,850	23.05	8,850	22.60
PFG Private Wealth Management, LLC	5,590	23.08	5,590	22.72
Spire Wealth Management	775	23.23	2,063	22.78

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Money Concepts Capital Corp	61,557	465,552	23.38	403,995	22.65	15.24
Aurora Private Wealth, Inc.	21,462	43,109	23.10	21,647	22.64	99.15
Truist Financial Corp	11,336	37,083	23.11	25,747	22.64	44.03
Claraphi Advisory Network, LLC	10,803	96,068	23.10	85,265	22.65	12.67
Stratos Wealth Partners, LTD.	6,300	19,150	23.08	12,850	22.65	49.03
Kercheville Advisors, LLC	2,200	69,400	23.10	67,200	22.65	3.27

Past Week 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Sumitomo Life Insurance Co	320,000	1,190,000	23.10	1,510,000	22.65	-21.19
Wesbanco Bank Inc	34,359	62,275	23.11	96,634	22.65	-35.56
Patton Fund Management, Inc.	30,856	151,633	23.10	182,489	22.65	-16.91
Comerica Securities,inc.	20,808	344,826	23.10	365,634	22.65	-5.69
Commonwealth Equity Services, Llc	10,148	97,816	23.09	107,964	22.65	-9.40
Intelligence Driven Advisers, LLC	3,761	26,630	21.55	30,391	22.38	-12.38
Well Done, LLC	2,806	150,279	23.10	153,085	22.65	-1.83
Spire Wealth Management	1,288	775	23.23	2,063	22.78	-62.43
First Hawaiian Bank	954	14,142	23.12	15,096	22.66	-6.32
Asset Dedication, LLC	473	1,281	21.86	1,754	22.23	-26.97

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