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 319 379.00 46.83 80.99
Previous Quarter 331 545.00 46.83 84.62

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 6 51 29 4 10 19
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 2 2 22 1 7 13
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
Northern Trust Corp 115,672,219 46.83
Aaron Wealth Advisors LLC 12,902,695 21.35
Valmark Advisers, Inc. 3,729,361 46.83
Jane Street Group, Llc 3,716,623 46.83
UBS Group AG 3,576,168 46.83
Morgan Stanley 3,435,312 46.83
MD Financial Management Inc. 3,190,957 39.49
OWLSX - Old Westbury Large Cap Strategies Fund 3,005,230 44.68
Evoke Wealth, Llc 2,547,387 0.47
1832 Asset Management L.P. 1,849,485 46.19
Bessemer Group Inc 1,560,271 46.83
Nbt Bank N A /ny 1,180,908 46.83
Capital Analysts, Inc. 1,176,936 0.05
Connable Office Inc 1,120,132 46.83
OWSMX - Old Westbury Small & Mid Cap Strategies Fund 1,053,265 44.68
Envestnet Asset Management Inc 1,032,681 46.83
Moller Financial Services 763,987 46.83
Beacon Pointe Advisors, LLC 753,576 46.83
Hills Bank & Trust Co 733,325 46.83
Boston Private Wealth Llc 730,842 46.83

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
Northern Trust Corp 115,672,219 46.83
Aaron Wealth Advisors LLC 12,902,695 21.35
Valmark Advisers, Inc. 3,729,361 46.83
Jane Street Group, Llc 3,716,623 46.83
UBS Group AG 3,576,168 46.83
Morgan Stanley 3,435,312 46.83
MD Financial Management Inc. 3,190,957 39.49
Evoke Wealth, Llc 2,547,387 0.47
1832 Asset Management L.P. 1,849,485 46.19
Bessemer Group Inc 1,560,271 46.83
Nbt Bank N A /ny 1,180,908 46.83
Capital Analysts, Inc. 1,176,936 0.05
Connable Office Inc 1,120,132 46.83
Envestnet Asset Management Inc 1,032,681 46.83
Moller Financial Services 763,987 46.83
Beacon Pointe Advisors, LLC 753,576 46.83
Hills Bank & Trust Co 733,325 46.83
Boston Private Wealth Llc 730,842 46.83
Equitable Trust Co 581,685 46.83
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 575,055 46.83

 

Recent Quarter Analysis

Name Shares PPS
OWLSX - Old Westbury Large Cap Strategies Fund 3,005,230 44.68
OWSMX - Old Westbury Small & Mid Cap Strategies Fund 1,053,265 44.68
Brio Consultants, LLC 184,718 37.86
GMOM - Cambria Global Momentum ETF 134,160 44.68
TRTY - Cambria Trinity ETF 32,414 44.67
Activest Wealth Management 753 39.84
Name Shares PPS
CLSAX - CLS Global Diversified Equity Fund Class N 332,000 38.79
Friedenthal Financial 129,767 46.83
Stephenson National Bank & Trust 3,002 46.97
IFP Advisors, Inc 194 41.24
Carroll Financial Associates, Inc. 32 31.25
Strategic Blueprint, LLC
Advisors Preferred, LLC
TAP Consulting, LLC
ESL Trust Services, LLC
Parisi Gray Wealth Management
Advisory Services Network, LLC
Barclays Plc
Citigroup Inc
Flagship Private Wealth, LLC
Integrated Wealth Concepts LLC
Baker Tilly Financial, Llc
Townsquare Capital Llc
Red Door Wealth Management, LLC
Huntington National Bank
Assetmark, Inc
Renaissance Technologies Llc
Comerica Bank
Spearhead Capital Advisors, Llc
Snowden Capital Advisors LLC
Millburn Ridgefield Corp
Mercer Global Advisors Inc /adv
King Luther Capital Management Corp
Citadel Advisors Llc
Healthcare Of Ontario Pension Plan Trust Fund
Paragon Capital Management Ltd
Johnson Financial Group, Inc.
Two Sigma Securities, Llc
Proequities, Inc.
Confluence Wealth Services, Inc.
Park Avenue Securities Llc
Litman Gregory Asset Management LLC
Legacy Financial Strategies, LLC
Endurance Wealth Management, Inc.
Bartlett & Co. LLC
Cahill Financial Advisors Inc
Cetera Advisors LLC
Harbour Investments, Inc.
BlueCrest Capital Management Ltd
Arkadios Wealth Advisors
Mcdonald Partners Llc
Eaton Vance Management
Stonebridge Capital Advisors LLC
Absolute Capital Management, LLC
Northeast Financial Consultants Inc
Pin Oak Investment Advisors Inc
Econ Financial Services Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Pure Financial Advisors, Inc. 401,376 39.67 413,602 46.83
Alaska Permanent Capital Management 342,603 39.67 397,118 46.83
Money Design Co.,Ltd. 319,904 39.67 259,282 46.83
Enterprise Bank & Trust Co 266,765 39.67 202,491 46.83
Omega Financial Group, LLC 158,493 39.67 161,507 46.83
Traverso Chambers Private Wealth Management, LLC 157,385 39.67 159,705 46.83
APCM Wealth Management for Individuals 151,734 39.67 161,946 46.83
CVA Family Office, LLC 146,775 39.67 148,622 46.83
Boltwood Capital Management 96,557 39.67 97,345 46.83
Arkansas Financial Group, Inc. 84,959 39.67 89,338 46.83
Park National Corp /oh/ 73,766 39.67 79,912 46.83
Independence Bank of Kentucky 65,405 39.68 63,010 46.83
Vista Private Wealth Partners. LLC 55,749 39.34 116,054 47.60
Cambridge Investment Research Advisors, Inc. 37,398 39.68 31,191 46.84
McKinley Carter Wealth Services, Inc. 22,327 39.68 24,267 46.81
Herold Advisors, Inc. 19,816 39.66 10,585 46829.95
Bremer Bank National Association 18,904 39.67 23,121 46.84
Consilium Wealth Advisory, LLC 18,106 39.66 19,837 46.83
Orion Portfolio Solutions, LLC 17,579 39.65 9,052 46.84
Resonant Capital Advisors, LLC 8,867 39.70 6,804 47.62
Name Current Shares Current PPS Previous Shares Previous PPS
ASET - FlexShares Real Assets Allocation Index Fund 281,988 44.68 214,898 41.32
QAI - IQ Hedge Multi-Strategy Tracker ETF 5,183 44.76 245,969 41.32
Optimum Investment Advisors 300 40.00 1,210 38.02
MCRO - IQ Hedge Macro Tracker ETF 92 43.48 2,183 41.23
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
ASET - FlexShares Real Assets Allocation Index Fund 67,090 281,988 44.68 214,898 41.32 31.22
Enterprise Bank & Trust Co 64,274 266,765 39.67 202,491 46.83 31.74
Money Design Co.,Ltd. 60,622 319,904 39.67 259,282 46.83 23.38
Herold Advisors, Inc. 9,231 19,816 39.66 10,585 46829.95 87.21
Orion Portfolio Solutions, LLC 8,527 17,579 39.65 9,052 46.84 94.20
Cambridge Investment Research Advisors, Inc. 6,207 37,398 39.68 31,191 46.84 19.90
Independence Bank of Kentucky 2,395 65,405 39.68 63,010 46.83 3.80
Resonant Capital Advisors, LLC 2,063 8,867 39.70 6,804 47.62 30.32
Cordasco Financial Network 215 830 39.76 615 47.15 34.96
Global Retirement Partners, LLC 2 362 38.67 360 47.22 0.56
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
QAI - IQ Hedge Multi-Strategy Tracker ETF 240,786 5,183 44.76 245,969 41.32 -97.89
Vista Private Wealth Partners. LLC 60,305 55,749 39.34 116,054 47.60 -51.96
Alaska Permanent Capital Management 54,515 342,603 39.67 397,118 46.83 -13.73
Pure Financial Advisors, Inc. 12,226 401,376 39.67 413,602 46.83 -2.96
APCM Wealth Management for Individuals 10,212 151,734 39.67 161,946 46.83 -6.31
Park National Corp /oh/ 6,146 73,766 39.67 79,912 46.83 -7.69
Arkansas Financial Group, Inc. 4,379 84,959 39.67 89,338 46.83 -4.90
Bremer Bank National Association 4,217 18,904 39.67 23,121 46.84 -18.24
Omega Financial Group, LLC 3,014 158,493 39.67 161,507 46.83 -1.87
Traverso Chambers Private Wealth Management, LLC 2,320 157,385 39.67 159,705 46.83 -1.45
MCRO - IQ Hedge Macro Tracker ETF 2,091 92 43.48 2,183 41.23 -95.79
McKinley Carter Wealth Services, Inc. 1,940 22,327 39.68 24,267 46.81 -7.99
CVA Family Office, LLC 1,847 146,775 39.67 148,622 46.83 -1.24
Consilium Wealth Advisory, LLC 1,731 18,106 39.66 19,837 46.83 -8.73
American National Bank 943 648 40.12 1,591 47.14 -59.27
Optimum Investment Advisors 910 300 40.00 1,210 38.02 -75.21
Boltwood Capital Management 788 96,557 39.67 97,345 46.83 -0.81
Allworth Financial LP 326 1,473 39.38 1,799 46.69 -18.12
Sargent Bickham Lagudis LLC 109 228 39.47 337 47.48 -32.34
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
Brio Consultants, LLC 184,718 37.86
Activest Wealth Management 753 39.84
Name Shares PPS
Stephenson National Bank & Trust 3,002 46.97
Friedenthal Financial 129,767 46.83
Name Current Shares Current PPS Previous Shares Previous PPS
Alaska Permanent Capital Management 342,603 39.67 397,118 46.83
Money Design Co.,Ltd. 319,904 39.67 259,282 46.83
Omega Financial Group, LLC 158,493 39.67 161,507 46.83
Traverso Chambers Private Wealth Management, LLC 157,385 39.67 159,705 46.83
APCM Wealth Management for Individuals 151,734 39.67 161,946 46.83
CVA Family Office, LLC 146,775 39.67 148,622 46.83
Arkansas Financial Group, Inc. 84,959 39.67 89,338 46.83
Vista Private Wealth Partners. LLC 55,749 39.34 116,054 47.60
Cambridge Investment Research Advisors, Inc. 37,398 39.68 31,191 46.84
McKinley Carter Wealth Services, Inc. 22,327 39.68 24,267 46.81
Herold Advisors, Inc. 19,816 39.66 10,585 46829.95
Consilium Wealth Advisory, LLC 18,106 39.66 19,837 46.83
Orion Portfolio Solutions, LLC 17,579 39.65 9,052 46.84
Resonant Capital Advisors, LLC 8,867 39.70 6,804 47.62
First Financial Corp /in/ 1,485 39.73 1,485 47.14
Allworth Financial LP 1,473 39.38 1,799 46.69
Cordasco Financial Network 830 39.76 615 47.15
American National Bank 648 40.12 1,591 47.14
Webster Bank, N. A. 393 40.71 393 45.80
Global Retirement Partners, LLC 362 38.67 360 47.22
Sargent Bickham Lagudis LLC 228 39.47 337 47.48
Sound Income Strategies, LLC 216 41.67 216 46.30
Name Current Shares Current PPS Previous Shares Previous PPS
Optimum Investment Advisors 300 40.00 1,210 38.02
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Money Design Co.,Ltd. 60,622 319,904 39.67 259,282 46.83 23.38
Herold Advisors, Inc. 9,231 19,816 39.66 10,585 46829.95 87.21
Orion Portfolio Solutions, LLC 8,527 17,579 39.65 9,052 46.84 94.20
Cambridge Investment Research Advisors, Inc. 6,207 37,398 39.68 31,191 46.84 19.90
Resonant Capital Advisors, LLC 2,063 8,867 39.70 6,804 47.62 30.32
Cordasco Financial Network 215 830 39.76 615 47.15 34.96
Global Retirement Partners, LLC 2 362 38.67 360 47.22 0.56
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Vista Private Wealth Partners. LLC 60,305 55,749 39.34 116,054 47.60 -51.96
Alaska Permanent Capital Management 54,515 342,603 39.67 397,118 46.83 -13.73
APCM Wealth Management for Individuals 10,212 151,734 39.67 161,946 46.83 -6.31
Arkansas Financial Group, Inc. 4,379 84,959 39.67 89,338 46.83 -4.90
Omega Financial Group, LLC 3,014 158,493 39.67 161,507 46.83 -1.87
Traverso Chambers Private Wealth Management, LLC 2,320 157,385 39.67 159,705 46.83 -1.45
McKinley Carter Wealth Services, Inc. 1,940 22,327 39.68 24,267 46.81 -7.99
CVA Family Office, LLC 1,847 146,775 39.67 148,622 46.83 -1.24
Consilium Wealth Advisory, LLC 1,731 18,106 39.66 19,837 46.83 -8.73
American National Bank 943 648 40.12 1,591 47.14 -59.27
Optimum Investment Advisors 910 300 40.00 1,210 38.02 -75.21
Allworth Financial LP 326 1,473 39.38 1,799 46.69 -18.12
Sargent Bickham Lagudis LLC 109 228 39.47 337 47.48 -32.34
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