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 300 252.00 49.83 92.55
Previous Quarter 326 243.00 49.83 90.69

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 0 75 20 1 7 13
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 4 17 1 6 11
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 4,720,552 49.83
Bank Of America Corp /de/ 2,652,129 49.83
Wells Fargo & Company/mn 1,749,950 49.83
TruWealth Advisors, LLC 1,414,427 49.83
LPL Financial LLC 1,159,084 49.83
Johnson Bixby & Associates, LLC 896,482 49.55
Raymond James & Associates 806,724 49.83
Gratus Capital LLC 617,669 49.83
Strategic Wealth Advisors Group, LLC 583,336 0.05
Jane Street Group, Llc 531,624 49.83
Ameritas Advisory Services, LLC 531,136 49.83
UBS Group AG 506,806 49.83
Pasadena Private Wealth, LLC 501,527 49.83
Raymond James Financial Services Advisors, Inc. 431,019 49.83
Advisors Preferred, LLC 425,680 49.79
Envestnet Asset Management Inc 417,558 49.83
Creative Planning 390,874 49.83
Nottingham Advisors, Inc. 390,716 49.82
Atwood & Palmer Inc 380,006 49.83
Buckingham Capital Management, Inc. 363,364 49.83

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 4,720,552 49.83
Bank Of America Corp /de/ 2,652,129 49.83
Wells Fargo & Company/mn 1,749,950 49.83
TruWealth Advisors, LLC 1,414,427 49.83
LPL Financial LLC 1,159,084 49.83
Johnson Bixby & Associates, LLC 955,325 49.83
Raymond James & Associates 806,724 49.83
Gratus Capital LLC 617,669 49.83
Strategic Wealth Advisors Group, LLC 583,336 0.05
Jane Street Group, Llc 531,624 49.83
Ameritas Advisory Services, LLC 531,136 49.83
UBS Group AG 506,806 49.83
Pasadena Private Wealth, LLC 501,527 49.83
Ameritas Investment Corp 479,527 0.05
Raymond James Financial Services Advisors, Inc. 431,019 49.83
Advisors Preferred, LLC 425,680 49.79
Envestnet Asset Management Inc 417,558 49.83
Creative Planning 390,874 49.83
Nottingham Advisors, Inc. 390,716 49.82
Atwood & Palmer Inc 380,006 49.83

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Ameritas Investment Corp 479,527 0.05
Paragon Wealth Strategies, LLC 195,318 49.83
Orser Capital Management, Llc 74,455 49.83
FXSAX - PSI Strategic Growth Fund Class A Shares 58,653 50.47
IFP Advisors, Inc 25,492 50.33
Homrich & Berg 11,072 50.49
Parallel Advisors, LLC 9,841 49.79
Mid Atlantic Financial Management Inc/adv 9,200 50.43
Flagship Harbor Advisors, Llc 9,150 49.84
FXTAX - PSI Tactical Growth Fund Class A Shares 8,905 50.42
Professional Planning 6,518 50.32
Signature Estate & Investment Advisors Llc 5,493 49.88
Sonora Investment Management, LLC 5,248 50.50
Wealth Quarterback LLC 763
Ten Capital Wealth Advisors, LLC
One Capital Management, LLC
CLARET ASSET MANAGEMENT Corp
DeDora Capital, Inc.
Vigilare Wealth Management
Gill Capital Partners, Llc
Harbor Investment Advisory, Llc
Brandywine Oak Private Wealth Llc
Financial Advisory Corp /ut/ /adv
Captrust Financial Advisors
Kesler, Norman & Wride, LLC
Capital Wealth Management, Llc
Farmers & Merchants Trust Co of Long Beach
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Graypoint LLC
Delta Investment Management, LLC
Raymond James Trust N.a.
CoreCap Advisors, LLC
Whittier Trust Co
Deutsche Bank Ag\
Concord Wealth Partners
Asset Dedication, LLC
Meridian Management Co
Transform Wealth, LLC
Welch Group, LLC
Sowell Financial Services LLC
Sonora Investment Management Group, LLC
Kowal Investment Group, LLC
Capital One Financial Corp
Steel Peak Wealth Management LLC
Baker Avenue Asset Management, LP
Two Sigma Securities, Llc
Amplius Wealth Advisors, LLC
Huntington National Bank
Eukles Asset Management
Krilogy Financial LLC
Purus Wealth Management, LLC
Vishria Bird Financial Group, LLC
LexAurum Advisors, LLC
Atria Investments Llc
Alpha Cubed Investments, LLC
Stonebridge Financial Planning Group, LLC
Atlas Private Wealth Advisors
Crestone Asset Management LLC
Financial Enhancement Group LLC
National Asset Management, Inc.
Grimes & Company, Inc.
Arkadios Wealth Advisors
AMG National Trust Bank
Birchcreek Wealth Management, LLC
GWM Advisors LLC
Equitable Holdings, Inc.
Wealth Alliance
Holderness Investments Co
Tower Research Capital LLC (TRC)
Scotia Capital Inc.
IHT Wealth Management, LLC
Snowden Capital Advisors LLC
Wulff, Hansen & Co.
Redhawk Wealth Advisors, Inc.
Benedetti & Gucer, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Johnson Bixby & Associates, LLC 896,482 49.55 955,325 49.83
Private Advisor Group, LLC 316,721 49.55 201,957 49.83
Cambridge Investment Research Advisors, Inc. 240,369 49.55 153,659 49.83
McNaughton Wealth Management, LLC 105,281 49.55 110,216 49.83
Lake Street Financial Llc 91,955 49.55 127,461 49.83
Gradient Investments LLC 60,357 49.56 37,107 49.83
Advocacy Wealth Management Services, LLC 56,630 49.55 57,732 49.78
Kmg Fiduciary Partners, Llc 37,042 49.54 37,030 49.82
Trust Co 29,892 49.55 29,290 49.85
YHB Investment Advisors, Inc. 19,605 49.53 41,000 49.83
Koshinski Asset Management, Inc. 19,600 0.05 11,200 49.82
Ccg Wealth Management, Llc 13,850 49.53 22,024 49.81
Santori & Peters, Inc. 12,328 49.48 14,066 49.77
ACG Wealth 9,926 49.57 11,433 49.86
Vista Private Wealth Partners. LLC 9,666 49.56 12,166 49.81
Legacy Private Trust Co. 9,334 49.50 12,009 49.80
Calton & Associates, Inc. 8,458 49.54 8,450 49.82
HB Wealth Management, LLC 7,772 49.54 7,922 49.86
Miracle Mile Advisors, LLC 7,396 49.49 23,292 49.85
Parkside Financial Bank & Trust 4,246 49.46 4,246 49.93
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 172 52.33 668 49.40
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 114,764 316,721 49.55 201,957 49.83 56.83
Cambridge Investment Research Advisors, Inc. 86,710 240,369 49.55 153,659 49.83 56.43
Gradient Investments LLC 23,250 60,357 49.56 37,107 49.83 62.66
Koshinski Asset Management, Inc. 8,400 19,600 0.05 11,200 49.82 75.00
Trust Co 602 29,892 49.55 29,290 49.85 2.06
Kmg Fiduciary Partners, Llc 12 37,042 49.54 37,030 49.82 0.03
Calton & Associates, Inc. 8 8,458 49.54 8,450 49.82 0.09
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Johnson Bixby & Associates, LLC 58,843 896,482 49.55 955,325 49.83 -6.16
Lake Street Financial Llc 35,506 91,955 49.55 127,461 49.83 -27.86
YHB Investment Advisors, Inc. 21,395 19,605 49.53 41,000 49.83 -52.18
Miracle Mile Advisors, LLC 15,896 7,396 49.49 23,292 49.85 -68.25
Ccg Wealth Management, Llc 8,174 13,850 49.53 22,024 49.81 -37.11
McNaughton Wealth Management, LLC 4,935 105,281 49.55 110,216 49.83 -4.48
Legacy Private Trust Co. 2,675 9,334 49.50 12,009 49.80 -22.27
Vista Private Wealth Partners. LLC 2,500 9,666 49.56 12,166 49.81 -20.55
Santori & Peters, Inc. 1,738 12,328 49.48 14,066 49.77 -12.36
ACG Wealth 1,507 9,926 49.57 11,433 49.86 -13.18
Advocacy Wealth Management Services, LLC 1,102 56,630 49.55 57,732 49.78 -1.91
Tsfg, Llc 496 172 52.33 668 49.40 -74.25
HB Wealth Management, LLC 150 7,772 49.54 7,922 49.86 -1.89
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
Signature Estate & Investment Advisors Llc 5,493 49.88
Paragon Wealth Strategies, LLC 195,318 49.83
Flagship Harbor Advisors, Llc 9,150 49.84
Orser Capital Management, Llc 74,455 49.83
Name Current Shares Current PPS Previous Shares Previous PPS
Johnson Bixby & Associates, LLC 896,482 49.55 955,325 49.83
Private Advisor Group, LLC 316,721 49.55 201,957 49.83
Cambridge Investment Research Advisors, Inc. 240,369 49.55 153,659 49.83
McNaughton Wealth Management, LLC 105,281 49.55 110,216 49.83
Lake Street Financial Llc 91,955 49.55 127,461 49.83
Gradient Investments LLC 60,357 49.56 37,107 49.83
Kmg Fiduciary Partners, Llc 37,042 49.54 37,030 49.82
YHB Investment Advisors, Inc. 19,605 49.53 41,000 49.83
Koshinski Asset Management, Inc. 19,600 0.05 11,200 49.82
Ccg Wealth Management, Llc 13,850 49.53 22,024 49.81
Santori & Peters, Inc. 12,328 49.48 14,066 49.77
ACG Wealth 9,926 49.57 11,433 49.86
Vista Private Wealth Partners. LLC 9,666 49.56 12,166 49.81
Calton & Associates, Inc. 8,458 49.54 8,450 49.82
HB Wealth Management, LLC 7,772 49.54 7,922 49.86
Miracle Mile Advisors, LLC 7,396 49.49 23,292 49.85
Parkside Financial Bank & Trust 4,246 49.46 4,246 49.93
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 172 52.33 668 49.40
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 114,764 316,721 49.55 201,957 49.83 56.83
Cambridge Investment Research Advisors, Inc. 86,710 240,369 49.55 153,659 49.83 56.43
Gradient Investments LLC 23,250 60,357 49.56 37,107 49.83 62.66
Koshinski Asset Management, Inc. 8,400 19,600 0.05 11,200 49.82 75.00
Kmg Fiduciary Partners, Llc 12 37,042 49.54 37,030 49.82 0.03
Calton & Associates, Inc. 8 8,458 49.54 8,450 49.82 0.09
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Johnson Bixby & Associates, LLC 58,843 896,482 49.55 955,325 49.83 -6.16
Lake Street Financial Llc 35,506 91,955 49.55 127,461 49.83 -27.86
YHB Investment Advisors, Inc. 21,395 19,605 49.53 41,000 49.83 -52.18
Miracle Mile Advisors, LLC 15,896 7,396 49.49 23,292 49.85 -68.25
Ccg Wealth Management, Llc 8,174 13,850 49.53 22,024 49.81 -37.11
McNaughton Wealth Management, LLC 4,935 105,281 49.55 110,216 49.83 -4.48
Vista Private Wealth Partners. LLC 2,500 9,666 49.56 12,166 49.81 -20.55
Santori & Peters, Inc. 1,738 12,328 49.48 14,066 49.77 -12.36
ACG Wealth 1,507 9,926 49.57 11,433 49.86 -13.18
Tsfg, Llc 496 172 52.33 668 49.40 -74.25
HB Wealth Management, LLC 150 7,772 49.54 7,922 49.86 -1.89
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