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 138 21.00 20.77 20.74
Previous Quarter 152 21.00 20.77 20.84

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 53 5 0 4 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 1 1 4 0 3 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
MORGAN STANLEY 3,257,060
Morgan Stanley 2,909,692 20.77
Royal Bank Of Canada 531,858 20.77
Wells Fargo & Company/mn 444,055 20.77
Raymond James Financial Services Advisors, Inc. 344,616 20.77
Needham Investment Management Llc 334,800 20.77
Bank Of America Corp /de/ 297,138 20.77
UBS Group AG 290,025 20.77
LPL Financial LLC 284,692 20.77
Raymond James & Associates 214,610 20.77
First Trust Advisors Lp 190,916 20.77
Wolverine Asset Management Llc 161,515 20.77
Janney Montgomery Scott LLC 156,118 20.77
Matrix Private Capital Group Llc 141,890 20.77
Ameriprise Financial Inc 136,182 20.77
Cohen & Steers Closed-end Opportunity Fund, Inc. 132,399 20.77
Cohen & Steers, Inc. 132,399 20.77
Advisor Group Holdings, Inc. 125,341 20.93
Commonwealth Equity Services, Llc 76,392 20.76
Claraphi Advisory Network, LLC 72,939 20.77

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
Morgan Stanley 2,909,692 20.77
Royal Bank Of Canada 531,858 20.77
Wells Fargo & Company/mn 444,055 20.77
Raymond James Financial Services Advisors, Inc. 344,616 20.77
Needham Investment Management Llc 334,800 20.77
Bank Of America Corp /de/ 297,138 20.77
UBS Group AG 290,025 20.77
LPL Financial LLC 284,692 20.77
Raymond James & Associates 214,610 20.77
First Trust Advisors Lp 190,916 20.77
Wolverine Asset Management Llc 161,515 20.77
Janney Montgomery Scott LLC 156,118 20.77
Matrix Private Capital Group Llc 141,890 20.77
Ameriprise Financial Inc 136,182 20.77
Cohen & Steers Closed-end Opportunity Fund, Inc. 132,399 20.77
Cohen & Steers, Inc. 132,399 20.77
Advisor Group Holdings, Inc. 125,341 20.93
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 90,694 25.57
Commonwealth Equity Services, Llc 76,392 20.76
Claraphi Advisory Network, LLC 72,939 20.77

 

Recent Quarter Analysis

Name Shares PPS
MORGAN STANLEY 3,257,060
Foundations Investment Advisors, LLC 24,544 19.27
Tompkins Financial Corp 465 19.35
Name Shares PPS
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 90,694 25.57
Mid Atlantic Financial Management Inc/adv 16,367 25.60
Parallel Advisors, LLC 1,242 20.93
Future Financial Wealth Managment LLC 600 20.00
Cordasco Financial Network 400 20.00
SRS Capital Advisors, Inc.
Emerald Investment Partners, Llc
Truvestments Capital Llc
Matisse Capital
Stonebridge Financial Planning Group, LLC
1832 Asset Management L.P.
Putnam Fl Investment Management Co
Advisory Services Network, LLC
Citigroup Inc
Creative Financial Designs Inc /adv
Bbva Usa
Punch & Associates Investment Management, Inc.
Newbridge Financial Services Group, Inc.
International Assets Investment Management, Llc
D'Orazio & Associates, Inc.
Twelve Points Wealth Management LLC
Tower Research Capital LLC (TRC)
Laidlaw Wealth Management LLC
Proequities, Inc.
Envestnet Asset Management Inc
StoneX Group Inc.
Pinnacle Bancorp, Inc.
Plante Moran Financial Advisors, LLC
Meeder Asset Management Inc
Wetherby Asset Management Inc
Camden Capital, LLC
Oak Family Advisors, Llc
Jane Street Group, Llc
Lazard Asset Management Llc
Eaton Vance Management
Baystate Wealth Management LLC
Onyx Bridge Wealth Group LLC
City Of London Investment Management Co Ltd
CoreFirst Bank & Trust
Atlas Private Wealth Advisors
Moors & Cabot, Inc.
Cornerstone Advisors Inc
Private Capital Advisors, Inc.
Barclays Plc
Change Path, LLC
Sippican Capital Advisors
MKT Advisors LLC
Umb Bank N A/mo
Savior LLC
CoreCap Advisors, LLC
All Season Financial Advisors, Inc.
Centaurus Financial, Inc.
Masso Torrence Wealth Management Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 63,002 18.70 60,886 20.78
Private Advisor Group, LLC 28,208 18.68 26,106 20.76
Sage Capital Advisors,llc 17,823 18.68 17,597 21.42
SOA Wealth Advisors, LLC. 6,521 18.56 6,521 20.70
Global Retirement Partners, LLC 67 14.93 59 16.95
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 2,116 63,002 18.70 60,886 20.78 3.48
Private Advisor Group, LLC 2,102 28,208 18.68 26,106 20.76 8.05
Sage Capital Advisors,llc 226 17,823 18.68 17,597 21.42 1.28
Global Retirement Partners, LLC 8 67 14.93 59 16.95 13.56
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
Tompkins Financial Corp 465 19.35
Name Shares PPS
Cordasco Financial Network 400 20.00
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 63,002 18.70 60,886 20.78
Private Advisor Group, LLC 28,208 18.68 26,106 20.76
SOA Wealth Advisors, LLC. 6,521 18.56 6,521 20.70
Global Retirement Partners, LLC 67 14.93 59 16.95
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 2,116 63,002 18.70 60,886 20.78 3.48
Private Advisor Group, LLC 2,102 28,208 18.68 26,106 20.76 8.05
Global Retirement Partners, LLC 8 67 14.93 59 16.95 13.56
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