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 38 31.00 31.19 31.42
Previous Quarter 0 0.00 0.00 0.00

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 38 12 0 0 0 0
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 0 0 0 0 0
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
Goldman Sachs Group Inc 1,927,217 31.39
Berger Financial Group, Inc 570,658 31.19
StoneX Group Inc. 330,752 31.19
Credit Suisse Ag/ 135,000 31.19
Jane Street Group, Llc 84,853 31.20
NEXT Financial Group, Inc 43,476 39.29
Atria Wealth Solutions, Inc. 43,136 31.18
Commonwealth Equity Services, Llc 29,972 31.16
Citadel Advisors Llc 23,525 31.20
Flow Traders U.s. Llc 16,657 31.22
Westwood Holdings Group Inc 9,070 31.20
Envestnet Asset Management Inc 8,055 31.16
Waldron Private Wealth LLC 7,800 31.15
Avidian Wealth Solutions, LLC 7,083 31.20
Royal Bank Of Canada 4,933 31.22
Advisor Group Holdings, Inc. 4,855 31.31
Morgan Stanley 1,543 31.11
Red Cedar Capital, LLC 750 30.67
Oliver Lagore Vanvalin Investment Group 572 31.47
Qube Research & Technologies Ltd 497 32.19

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

 

Recent Quarter Analysis

Name Shares PPS
Goldman Sachs Group Inc 1,927,217 31.39
Berger Financial Group, Inc 570,658 31.19
StoneX Group Inc. 330,752 31.19
Credit Suisse Ag/ 135,000 31.19
Jane Street Group, Llc 84,853 31.20
NEXT Financial Group, Inc 43,476 39.29
Atria Wealth Solutions, Inc. 43,136 31.18
Commonwealth Equity Services, Llc 29,972 31.16
Citadel Advisors Llc 23,525 31.20
Flow Traders U.s. Llc 16,657 31.22
Westwood Holdings Group Inc 9,070 31.20
Envestnet Asset Management Inc 8,055 31.16
Waldron Private Wealth LLC 7,800 31.15
Avidian Wealth Solutions, LLC 7,083 31.20
Royal Bank Of Canada 4,933 31.22
Advisor Group Holdings, Inc. 4,855 31.31
Morgan Stanley 1,543 31.11
Red Cedar Capital, LLC 750 30.67
Oliver Lagore Vanvalin Investment Group 572 31.47
Qube Research & Technologies Ltd 497 32.19
Name Shares PPS
AE Wealth Management LLC
Kowal Investment Group, LLC
Mosaic Advisors LLC
Amplius Wealth Advisors, LLC
Masso Torrence Wealth Management Inc.
Retirement Planning Co of New England, Inc.
Kestra Advisory Services, LLC
Susquehanna International Group, Llp
Citigroup Inc
HighTower Advisors, LLC
Fortitude Advisory Group L.L.C.
Brookstone Capital Management
Name Current Shares Current PPS Previous Shares Previous PPS
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
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
Name Current Shares Current PPS Previous Shares Previous PPS
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
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