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 38.00 38.69 38.52
Previous Quarter 40 39.00 38.69 38.85

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 11 2 0 1 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 2 1 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
Pettee Investors, Inc. 184,140 38.69
Laurel Wealth Advisors, Inc. 122,239 38.69
DALT - Anfield Capital Diversified Alternatives ETF 47,177 36.65
Anfield Capital Management, LLC 47,177 38.68
Hoya Capital Real Estate, LLC 43,598 38.69
Royal Bank Of Canada 33,383 38.70
Tower Research Capital LLC (TRC) 20,895 38.67
Susquehanna International Group, Llp 20,885 38.69
Citadel Advisors Llc 19,786 38.71
H&H Retirement Design & Management INC 19,694 38.23
Goldman Sachs Group Inc 14,074 38.72
CIBC Private Wealth Group, LLC 13,620 38.69
Belvedere Trading LLC 11,600 38.79
Raymond James Financial Services Advisors, Inc. 6,363 38.66
Jane Street Group, Llc 5,763 38.70
Camarda Financial Advisors, LLC 5,489 38.62
UBS Group AG 3,846 38.74
Captrust Financial Advisors 500 38.00
Belvedere Trading LLC 500 38.00
Simplex Trading, Llc 225 40.00

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
Pettee Investors, Inc. 184,140 38.69
Laurel Wealth Advisors, Inc. 122,239 38.69
Cambridge Investment Research Advisors, Inc. 71,665 38.69
Anfield Capital Management, LLC 47,177 38.68
DALT - Anfield Capital Diversified Alternatives ETF 46,628 41.20
Hoya Capital Real Estate, LLC 43,598 38.69
Royal Bank Of Canada 33,383 38.70
Tower Research Capital LLC (TRC) 20,895 38.67
Susquehanna International Group, Llp 20,885 38.69
Citadel Advisors Llc 19,786 38.71
H&H Retirement Design & Management INC 19,694 38.23
Goldman Sachs Group Inc 14,074 38.72
CIBC Private Wealth Group, LLC 13,620 38.69
Belvedere Trading LLC 11,600 38.79
Raymond James Financial Services Advisors, Inc. 6,363 38.66
Jane Street Group, Llc 5,763 38.70
Camarda Financial Advisors, LLC 5,489 38.62
UBS Group AG 3,846 38.74
Koshinski Asset Management, Inc. 961 38.50
Belvedere Trading LLC 500 38.00

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 71,665 38.69
Koshinski Asset Management, Inc. 961 38.50
IFP Advisors, Inc 167 47.90
AE Wealth Management LLC
Toroso Investments, LLC
DCM Advisors, LLC
Wells Fargo & Company/mn
National Asset Management, Inc.
AlphaStar Capital Management, LLC
Resources Investment Advisors, LLC.
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
DALT - Anfield Capital Diversified Alternatives ETF 47,177 36.65 46,628 41.20
Tsfg, Llc 190 31.58 190 36.84
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
DALT - Anfield Capital Diversified Alternatives ETF 549 47,177 36.65 46,628 41.20 1.18
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
Koshinski Asset Management, Inc. 961 38.50
Cambridge Investment Research Advisors, Inc. 71,665 38.69
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 190 31.58 190 36.84
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