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 376 55.00 58.71 56.24
Previous Quarter 394 250.00 58.72 74.95

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 3 94 63 1 14 25
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 2 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 4 24 0 3 9
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
Royal Bank Of Canada 461,421 58.72
LPL Financial LLC 429,444 58.72
First Republic Investment Management, Inc. 352,475 58.72
Raymond James & Associates 350,738 58.72
Destination Wealth Management 334,322 58.72
Btr Capital Management Inc 316,732 45.80
Advisor Group Holdings, Inc. 154,693 58.09
Envestnet Asset Management Inc 151,178 58.72
Amundi 147,722 57.70
Scotia Capital Inc. 147,377 58.72
Raymond James Financial Services Advisors, Inc. 136,691 58.73
Commonwealth Equity Services, Llc 135,918 45.80
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares 133,022 52.09
Janney Montgomery Scott LLC 131,097 58.72
West Family Investments, Inc. 116,600 58.72
FIL Ltd 115,116 58.72
Cambridge Investment Research Advisors, Inc. 108,679 45.80
Morgan Stanley 102,747 58.73
Rockefeller Capital Management L.P. 95,662 58.72
Natixis Advisors, L.p. 95,174 58.72

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
Royal Bank Of Canada 461,421 58.72
LPL Financial LLC 429,444 58.72
First Republic Investment Management, Inc. 352,475 58.72
Raymond James & Associates 350,738 58.72
Destination Wealth Management 334,322 58.72
Btr Capital Management Inc 309,337 58.72
Advisor Group Holdings, Inc. 154,693 58.09
Envestnet Asset Management Inc 151,178 58.72
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares 147,722 55.19
Amundi 147,722 57.70
Scotia Capital Inc. 147,377 58.72
Commonwealth Equity Services, Llc 141,494 58.72
Raymond James Financial Services Advisors, Inc. 136,691 58.73
Janney Montgomery Scott LLC 131,097 58.72
West Family Investments, Inc. 116,600 58.72
FIL Ltd 115,116 58.72
Cambridge Investment Research Advisors, Inc. 113,115 58.72
Morgan Stanley 102,747 58.73
Rockefeller Capital Management L.P. 95,662 58.72
Natixis Advisors, L.p. 95,174 58.72

 

Recent Quarter Analysis

Name Shares PPS
Walker Asset Management, LLC 44,481 50.18
Urban Wealth Management, LLC 3,145 45.79
ACG Wealth 621 45.09
Name Shares PPS
Old Dominion Capital Management Inc 52,510 60.83
Sycomore Asset Management 36,650 59.29
Canton Hathaway, LLC 34,850 58.71
Mid Atlantic Financial Management Inc/adv 14,128 60.80
Ameritas Investment Corp 8,580 0.12
All Season Financial Advisors, Inc. 6,354 58.70
Harbor Financial Services, Llc 4,505 60.82
TFG Advisers LLC 4,294 58.69
Alhambra Investment Partners LLC 4,257 58.73
Elk River Wealth Management, LLC 3,975 58.62
Alpha Cubed Investments, LLC 3,871 58.64
IFP Advisors, Inc 2,978 61.79
Herold Advisors, Inc. 2,300 58720.00
Atticus Wealth Management, Llc 683 58.57
Atwood & Palmer Inc 473 59.20
Reilly Financial Advisors, Llc 350 62.86
Future Financial Wealth Managment LLC 100 60.00
Wolverine Trading, Llc
Paragon Wealth Strategies, LLC
Retirement Planning Co of New England, Inc.
Goodwin Daniel L
ProVise Management Group, LLC
Weiss Strategic Interval Fund
Carroll Financial Associates, Inc.
X-Square Capital, LLC
Strategic Blueprint, LLC
Wagner Wealth Management, Llc
Knuff & Co LLC
Eagle Bay Advisors LLC
Phoenix Holdings Ltd.
Ulland Investment Advisors, LLC
StoneX Group Inc.
Smith, Moore & Co.
Principal Financial Group Inc
Masso Torrence Wealth Management Inc.
Mirae Asset Global Investments Co., Ltd.
Cypress Capital Management LLC (WY)
IronBridge Private Wealth, LLC
RPG Investment Advisory, LLC
Chilton Capital Management Llc
Capital Advisory Group Advisory Services, LLC
Arkadios Wealth Advisors
AXS Investments LLC
Tompkins Financial Corp
TAP Consulting, LLC
Deutsche Bank Ag\
Kowal Investment Group, LLC
Ford Financial Group, LLC
Cypress Point Wealth Management, LLC
Jacobi Capital Management LLC
Brendel Financial Advisors LLC
Two Sigma Securities, Llc
MCF Advisors LLC
Hollencrest Capital Management
Confluence Wealth Services, Inc.
Wolverine Trading, Llc
Frisch Financial Group, Inc.
Total Clarity Wealth Management, Inc.
Prelude Capital Management, Llc
Jane Street Group, Llc
HAP Trading, LLC
Ironwood Financial, llc
HAP Trading, LLC
Hrt Financial Lp
CoreCap Advisors, LLC
Gilman Hill Asset Management, LLC
Coldstream Capital Management Inc
Emerald Investment Partners, Llc
Jpmorgan Chase & Co
Gerber Kawasaki Wealth & Investment Management
Advisory Services Network, LLC
Balyasny Asset Management Llc
Stonebridge Financial Planning Group, LLC
Chicago Partners Investment Group LLC
Evoke Wealth, Llc
Optiver Holding B.V.
ERn Financial, LLC
Rinkey Investments
Wolverine Trading, Llc
Candriam Luxembourg S.C.A.
Sowell Financial Services LLC
Gemmer Asset Management LLC
Gradient Investments LLC
Sequoia Financial Advisors, LLC
Capital One Financial Corp
Trustcore Financial Services, Llc
Huntington National Bank
Country Trust Bank
BlueCrest Capital Management Ltd
Steel Peak Wealth Management LLC
Sanders Morris Harris Llc
Baldrige Asset Management LLC
Cornerstone Advisory, LLC
DCM Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Btr Capital Management Inc 316,732 45.80 309,337 58.72
Commonwealth Equity Services, Llc 135,918 45.80 141,494 58.72
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares 133,022 52.09 147,722 55.19
Cambridge Investment Research Advisors, Inc. 108,679 45.80 113,115 58.72
Appleton Partners Inc/ma 82,440 45.80 82,807 58.71
Dixon Hubard Feinour & Brown Inc/va 61,240 45.80 60,390 58.72
McGuire Investment Group, LLC 48,143 45.80 48,045 58.72
Round Table Services, LLC 36,809 45.80 36,809 58.71
YHB Investment Advisors, Inc. 29,871 45.80 29,515 58.72
Stratos Wealth Partners, LTD. 29,416 45.79 28,067 58.72
Brookstone Capital Management 25,799 48.65 21,188 57.25
C2C Wealth Management, LLC 24,020 47.50 24,020 57.83
Wedbush Securities Inc 16,389 45.82 36,582 58.72
Clearwater Capital Advisors, LLC 13,549 45.83 14,548 58.70
Valley National Advisers Inc 13,534 48.62 17,901 58.71
Private Advisor Group, LLC 13,116 45.82 13,637 58.74
Optimum Investment Advisors 12,734 45.78 11,884 58.73
Crescent Grove Advisors, LLC 12,639 45.81 12,639 58.71
Capital Investment Advisory Services, LLC 12,025 45.82 12,525 58.68
Vigilare Wealth Management 11,629 45.83 12,619 58.72
Name Current Shares Current PPS Previous Shares Previous PPS
Carnegie Capital Asset Management, LLC 24,541 60.63 25,667 58.71
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Btr Capital Management Inc 7,395 316,732 45.80 309,337 58.72 2.39
Brookstone Capital Management 4,611 25,799 48.65 21,188 57.25 21.76
Wealthfront Advisers Llc 3,829 10,787 45.80 6,958 58.78 55.03
Stratos Wealth Partners, LTD. 1,349 29,416 45.79 28,067 58.72 4.81
Dixon Hubard Feinour & Brown Inc/va 850 61,240 45.80 60,390 58.72 1.41
Optimum Investment Advisors 850 12,734 45.78 11,884 58.73 7.15
Allworth Financial LP 715 815 45.40 100 60.00 715.00
Global Retirement Partners, LLC 500 1,756 45.56 1,256 46.18 39.81
YHB Investment Advisors, Inc. 356 29,871 45.80 29,515 58.72 1.21
Westside Investment Management, Inc. 300 1,005 36.82 705 41.13 42.55
North Star Investment Management Corp. 100 700 45.71 600 58.33 16.67
McGuire Investment Group, LLC 98 48,143 45.80 48,045 58.72 0.20
Flagship Harbor Advisors, Llc 58 8,333 45.84 8,275 58.73 0.70
M&r Capital Management Inc 1 412 43.69 411 58.39 0.24
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wedbush Securities Inc 20,193 16,389 45.82 36,582 58.72 -55.20
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares 14,700 133,022 52.09 147,722 55.19 -9.95
Commonwealth Equity Services, Llc 5,576 135,918 45.80 141,494 58.72 -3.94
Cambridge Investment Research Advisors, Inc. 4,436 108,679 45.80 113,115 58.72 -3.92
Valley National Advisers Inc 4,367 13,534 48.62 17,901 58.71 -24.40
Money Concepts Capital Corp 3,035 971 46.34 4,006 58.66 -75.76
Exane Derivatives 1,552 4,580 45.85 6,132 58.71 -25.31
Carnegie Capital Asset Management, LLC 1,126 24,541 60.63 25,667 58.71 -4.39
Bank Julius Baer & Co. Ltd, Zurich 1,000 7,000 45.86 8,000 58.75 -12.50
Clearwater Capital Advisors, LLC 999 13,549 45.83 14,548 58.70 -6.87
Vigilare Wealth Management 990 11,629 45.83 12,619 58.72 -7.85
Global Trust Asset Management, LLC 602 300 46.67 902 58.76 -66.74
Private Advisor Group, LLC 521 13,116 45.82 13,637 58.74 -3.82
Capital Investment Advisory Services, LLC 500 12,025 45.82 12,525 58.68 -3.99
ARS Investment Partners, LLC 395 5,125 45.85 5,520 58.70 -7.16
Appleton Partners Inc/ma 367 82,440 45.80 82,807 58.71 -0.44
WASHINGTON TRUST Co 350 1,016 46.26 1,366 58.57 -25.62
Wilson & Boucher Capital Management, LLC 300 9,330 45.77 9,630 58.67 -3.12
Toth Financial Advisory Corp 200 176 45.45 376 58.51 -53.19
AdvisorNet Financial, Inc 154 2,877 45.88 3,031 58.73 -5.08
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
Name Previous Calls
Prelude Capital Management, Llc 0
Balyasny Asset Management Llc 0
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
Walker Asset Management, LLC 44,481 50.18
Urban Wealth Management, LLC 3,145 45.79
Name Shares PPS
TFG Advisers LLC 4,294 58.69
Canton Hathaway, LLC 34,850 58.71
Alpha Cubed Investments, LLC 3,871 58.64
Atwood & Palmer Inc 473 59.20
Name Current Shares Current PPS Previous Shares Previous PPS
Dixon Hubard Feinour & Brown Inc/va 61,240 45.80 60,390 58.72
Round Table Services, LLC 36,809 45.80 36,809 58.71
Stratos Wealth Partners, LTD. 29,416 45.79 28,067 58.72
C2C Wealth Management, LLC 24,020 47.50 24,020 57.83
Wedbush Securities Inc 16,389 45.82 36,582 58.72
Clearwater Capital Advisors, LLC 13,549 45.83 14,548 58.70
Crescent Grove Advisors, LLC 12,639 45.81 12,639 58.71
Capital Investment Advisory Services, LLC 12,025 45.82 12,525 58.68
Wealthfront Advisers Llc 10,787 45.80 6,958 58.78
Truist Financial Corp 7,536 45.78 7,633 58.69
Bank Julius Baer & Co. Ltd, Zurich 7,000 45.86 8,000 58.75
Nadler Financial Group, Inc. 6,753 45.76 6,753 58.79
Savant Capital, LLC 5,198 45.79 5,198 58.68
Spire Wealth Management 2,517 45.69 2,518 58.78
Geneos Wealth Management Inc. 1,167 46.27 1,167 58.27
WASHINGTON TRUST Co 1,016 46.26 1,366 58.57
Charter Oak Capital Management, LLC 649 46.22 666 61.56
Endurance Wealth Management, Inc. 386 46.63 386 59.59
Sandy Spring Bank 263 45.63 263 57.03
American Research & Management Co. 263 45.63 263 57.03
JNBA Financial Advisors 200 45.00 200 60.00
Toth Financial Advisory Corp 176 45.45 376 58.51
First Bank & Trust 150 46.67 150 60.00
Byrne Asset Management LLC 131 45.80 131 61.07
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthfront Advisers Llc 3,829 10,787 45.80 6,958 58.78 55.03
Stratos Wealth Partners, LTD. 1,349 29,416 45.79 28,067 58.72 4.81
Dixon Hubard Feinour & Brown Inc/va 850 61,240 45.80 60,390 58.72 1.41
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wedbush Securities Inc 20,193 16,389 45.82 36,582 58.72 -55.20
Bank Julius Baer & Co. Ltd, Zurich 1,000 7,000 45.86 8,000 58.75 -12.50
Clearwater Capital Advisors, LLC 999 13,549 45.83 14,548 58.70 -6.87
Capital Investment Advisory Services, LLC 500 12,025 45.82 12,525 58.68 -3.99
WASHINGTON TRUST Co 350 1,016 46.26 1,366 58.57 -25.62
Toth Financial Advisory Corp 200 176 45.45 376 58.51 -53.19
Truist Financial Corp 97 7,536 45.78 7,633 58.69 -1.27
Charter Oak Capital Management, LLC 17 649 46.22 666 61.56 -2.55
Spire Wealth Management 1 2,517 45.69 2,518 58.78 -0.04
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