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	53	54.00	54.88	54.83
Previous Quarter	57	53.00	54.89	54.12

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	1	14	2	1	0	2
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	1	1	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
Beaumont Financial Partners, LLC	301,915	54.90
Wealth Enhancement Advisory Services, Llc	221,799	55.43
Mercer Global Advisors Inc /adv	155,139	54.90
LPL Financial LLC	128,094	54.90
Wells Fargo & Company/mn	122,745	54.90
Morgan Stanley	96,586	54.90
Advisor Group Holdings, Inc.	54,907	54.66
Financial Advisory Service, Inc.	37,500	54.91
UBS Group AG	34,204	54.91
HighTower Advisors, LLC	17,866	54.52
Stifel Financial Corp	16,851	54.89
Jane Street Group, Llc	16,018	54.88
Mml Investors Services, Llc	14,560	54.88
Ropes Wealth Advisors Llc	12,403	54.91
Creative Planning	10,998	54.92
Pure Financial Advisors, Inc.	9,657	45.36
Capital Wealth Alliance, LLC	9,460	54.86
Raymond James Financial Services Advisors, Inc.	8,720	54.93
Goldman Sachs Group Inc	7,473	54.86
Allworth Financial LP	7,230	45.37

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
Beaumont Financial Partners, LLC	301,915	54.90
Wealth Enhancement Advisory Services, Llc	221,799	55.43
Mercer Global Advisors Inc /adv	155,139	54.90
LPL Financial LLC	128,094	54.90
Wells Fargo & Company/mn	122,745	54.90
Morgan Stanley	96,586	54.90
Advisor Group Holdings, Inc.	54,907	54.66
Financial Advisory Service, Inc.	37,500	54.91
UBS Group AG	34,204	54.91
Moors & Cabot, Inc.	20,000	1.05
HighTower Advisors, LLC	17,866	54.52
Stifel Financial Corp	16,851	54.89
Jane Street Group, Llc	16,018	54.88
Mml Investors Services, Llc	14,560	54.88
Ropes Wealth Advisors Llc	12,403	54.91
Creative Planning	10,998	54.92
Pure Financial Advisors, Inc.	10,830	54.94
Capital Wealth Alliance, LLC	9,460	54.86
MMAFX - AMG FQ Global Risk-Balanced Fund Class Z	9,242	48.58
Raymond James Financial Services Advisors, Inc.	8,720	54.93

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	7,230	45.37

Recent Quarter 14 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	20,000	1.05
QALTX - Quantified Alternative Investment Fund Investor Class Shares	2,034	45.23
Koshinski Asset Management, Inc.	500	54.00
Jpmorgan Chase & Co
Bank Of America Corp /de/
Flow Traders U.s. Llc
Cambridge Investment Research Advisors, Inc.
Proequities, Inc.
Citadel Advisors Llc
Northwestern Mutual Wealth Management Co
SFG Wealth Management, LLC.
HAP Trading, LLC
Advisors Preferred, LLC
Firestone Capital Management

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Pure Financial Advisors, Inc.	9,657	45.36	10,830	54.94
Independence Bank of Kentucky	85	47.06	85	58.82

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
MMAFX - AMG FQ Global Risk-Balanced Fund Class Z	5,944	51.82	9,242	48.58

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
MMAFX - AMG FQ Global Risk-Balanced Fund Class Z	3,298	5,944	51.82	9,242	48.58	-35.68
Pure Financial Advisors, Inc.	1,173	9,657	45.36	10,830	54.94	-10.83

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 1 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	7,230	45.37

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	500	54.00

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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