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 445 243.00 57.40 83.16
Previous Quarter 472 231.00 57.40 82.74

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 6 152 32 1 13 12
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 1 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 3 10 22 0 11 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 523 0.00 0.00 200,000 0.00 0.00
Previous Quarter 523 0.00 0.00 200,000 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
Aaron Wealth Advisors LLC 12,315,106 17.42
Bank Of America Corp /de/ 10,831,540 57.40
Sei Investments Co 3,614,135 57.45
Wells Fargo & Company/mn 1,908,117 57.40
Royal Bank Of Canada 1,279,124 57.40
Northwestern Mutual Wealth Management Co 1,148,749 57.40
Envestnet Asset Management Inc 1,023,734 57.40
Connectus Wealth, LLC 891,081 62.47
Morgan Stanley 722,815 57.40
Jane Street Group, Llc 715,665 57.40
D.a. Davidson & Co. 703,723 57.40
UBS Group AG 690,139 57.40
LPL Financial LLC 404,059 57.40
Pfs Investments Inc. 379,959 57.40
Ameriprise Financial Inc 354,108 57.31
Private Ocean, LLC 322,994 57.40
Advisor Group Holdings, Inc. 303,657 56.84
Fmr Llc 297,227 57.40
Focused Wealth Management, Inc 281,523 57.40
NVHAX - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 275,000 57.40

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
Aaron Wealth Advisors LLC 12,315,106 17.42
Bank Of America Corp /de/ 10,831,540 57.40
Sei Investments Co 3,614,135 57.45
Wells Fargo & Company/mn 1,908,117 57.40
Royal Bank Of Canada 1,279,124 57.40
Northwestern Mutual Wealth Management Co 1,148,749 57.40
Envestnet Asset Management Inc 1,023,734 57.40
NorthCoast Asset Management LLC 952,674 62.53
Connectus Wealth, LLC 891,081 62.47
Morgan Stanley 722,815 57.40
Jane Street Group, Llc 715,665 57.40
D.a. Davidson & Co. 703,723 57.40
UBS Group AG 690,139 57.40
LPL Financial LLC 404,059 57.40
Pfs Investments Inc. 379,959 57.40
Ameriprise Financial Inc 354,108 57.31
Private Ocean, LLC 322,994 57.40
Advisor Group Holdings, Inc. 303,657 56.84
Fmr Llc 297,227 57.40
Focused Wealth Management, Inc 281,523 57.40

 

Recent Quarter Analysis

Name Shares PPS
Capital Advisors Wealth Management, LLC 75,773 57.40
FC Advisory LLC 6,579 53.81
Qp Wealth Management, Llc 5,450 53.76
Massmutual Trust Co Fsb/adv 990
Rosenberg Matthew Hamilton 44 45.45
Sound Income Strategies, LLC 6
Name Shares PPS
NorthCoast Asset Management LLC 952,674 62.53
Capital Advisors Wealth Management, LLC 75,773 57.40
CLFLX - CLS Flexible Income Fund Class N Shares 39,700 62.09
CLERX - CLS Growth and Income Fund Class N 20,000 62.10
QAI - IQ Hedge Multi-Strategy Tracker ETF 19,143 62.11
Ameritas Investment Corp 18,632 0.05
Mid Atlantic Financial Management Inc/adv 17,223 62.47
Citadel Advisors Llc 16,200 57.41
Lake Street Financial Llc 12,713 57.42
Bbva Usa 11,317 62.47
Baldrige Asset Management LLC 7,654 57.36
Orion Portfolio Solutions, LLC 6,704 57.43
Wbh Advisory Inc 6,093 55.15
Calton & Associates, Inc. 5,601 57.31
THMBX - Thrivent High Income Municipal Bond Fund Class S 4,900 60.41
QMN - IQ Hedge Market Neutral Tracker ETF 4,364 62.10
Wolverine Trading, Llc 4,000 57.50
Wolverine Trading, Llc 4,000 57.50
PFG Advisors 3,687 57.50
IFP Advisors, Inc 3,672 62.36
Midwest Heritage Bank, FSB 3,605 57.42
Sonora Investment Management, LLC 3,546 62.61
Atticus Wealth Management, Llc 1,815 57.30
American National Bank 1,397 57.27
Paladin Advisory Group, LLC 381 55.12
Paladin Advisory Group, LLC 381 55.12
Webster Bank, N. A. 288 59.03
Carroll Financial Associates, Inc. 165 60.61
Vigilant Capital Management, LLC 127 55.12
Victory Capital Management Inc
Deutsche Bank Ag\
Personal Wealth Partners
Allianz Asset Management GmbH
Howard Capital Management Inc.
Anfield Capital Management, LLC
Mutual Advisors, LLC
Friedenthal Financial
Fort Washington Investment Advisors Inc /oh/
Redhawk Wealth Advisors, Inc.
SG Americas Securities, LLC
TCI Wealth Advisors, Inc.
Lincoln National Corp
First Capital Advisors Group, LLC.
Pinnacle Associates Ltd
Mattern Wealth Management LLC
Astoria Portfolio Advisors LLC.
Enterprise Financial Services Corp
Liberty Wealth Management Llc
Shelton Wealth Management, Llc
BSW Wealth Partners
Running Point Capital Advisors, LLC
55i, Llc
IndexIQ Advisors LLC
AdvisorNet Financial, Inc
Retirement Planning Co of New England, Inc.
Baystate Wealth Management LLC
Ford Financial Group, LLC
Counterpoint Mutual Funds LLC
Bank of New York Mellon Corp
CRMVX - Conquer Risk Managed Volatility Fund
Resources Management Corp /ct/ /adv
O'shaughnessy Asset Management, Llc
Allegheny Financial Group LTD
Wedbush Securities Inc
Henrickson Nauta Wealth Advisors, Inc.
Glovista Investments LLC
F3Logic, LLC
Renaissance Technologies Llc
Sound Financial Strategies Group, LLC
Jones Financial Companies Lllp
WealthPLAN Partners, LLC
StoneX Group Inc.
Avitas Wealth Management LLC
Montag A & Associates Inc
Neuberger Berman Group LLC
WASHINGTON TRUST Co
Pinnacle Family Advisors, LLC
National Asset Management, Inc.
Knuff & Co LLC
Wealthsource Partners, Llc
AllSquare Wealth Management LLC
LexAurum Advisors, LLC
Arrow Financial Corp
Lenox Wealth Advisors, LLC
AlphaCentric Advisors LLC
Bank Of Nova Scotia
Jaffetilchin Investment Partners, LLC
Northern Trust Corp
Strategic Blueprint, LLC
Heritage Wealth Management, Llc
Carolinas Wealth Consulting Llc
Advisory Services Network, LLC
Advisor Resource Council
American Century Companies Inc
Zions Bancorporation, N.A.
Cornerstone Wealth Management, LLC
Federated Hermes, Inc.
Cordasco Financial Network
Country Trust Bank
Resources Investment Advisors, LLC.
Oxinas Partners Wealth Management LLC
Townsquare Capital Llc
Millennium Management Llc
Global Trust Asset Management, LLC
Merit Financial Group, LLC
Trustcore Financial Services, Llc
JNBA Financial Advisors
Empowered Funds, LLC
Proficio Capital Partners LLC
Jacobi Capital Management LLC
Simplex Trading, Llc
Meridian Wealth Partners, LLC
Arkadios Wealth Advisors
Credit Suisse Ag/
Meridian Investment Counsel Inc.
Atlas Capital Advisors Llc
Value Monitoring, Inc.
North Star Investment Management Corp.
RTAI - RAREVIEW TAX ADVANTAGED INCOME ETF
Amplius Wealth Advisors, LLC
RiverTree Advisors, LLC
Macquarie Group Ltd
Jfs Wealth Advisors, Llc
BTS Asset Management, Inc.
GW&K Investment Management, LLC
Livingston Group Asset Management CO (operating as Southport Capital Management)
Atlas Private Wealth Advisors
Virtus ETF Advisers LLC
TAP Consulting, LLC
Man Group plc
Franklin Resources Inc
Vanguard Group Inc
IFG Advisory, LLC
Hudock, Inc.
All Season Financial Advisors, Inc.
HCR Wealth Advisors
Gerber Kawasaki Wealth & Investment Management
Baker Tilly Financial, Llc
Confluence Wealth Services, Inc.
Rinkey Investments
BlueCrest Capital Management Ltd
Jag Capital Management, Llc
Wealthstar Advisors, Llc
Aurora Private Wealth, Inc.
Crabel Capital Management, LLC
AE Wealth Management LLC
American Family Insurance Mutual Holding Co
Cypress Point Wealth Management, LLC
First Horizon Advisors, Inc.
Tru Independence Asset Management 2, Llc
Cutler Group LP
CoreCap Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Revolve Wealth Partners, LLC 147,746 53.85 99,095 57.40
Jordan Park Group LLC 105,447 53.85 105,447 57.40
Insight Wealth Strategies, LLC 66,034 53.85 66,294 57.40
Flagship Harbor Advisors, Llc 60,040 53.85 56,530 57.40
Cambridge Investment Research Advisors, Inc. 53,779 53.85 70,692 57.40
Melone Private Wealth, LLC 47,370 53.77 46,942 55.20
Brookstone Capital Management 40,629 53.78 28,249 56.14
My Legacy Advisors, LLC 37,370 53.87 26,420 57.42
HYA Advisors, Inc 33,263 53.84 35,513 57.39
Nuveen Municipal Credit Opportunities Fund 32,000 54.97 32,000 60.50
McAdam, LLC 30,594 53.83 20,217 57.38
Chesley Taft & Associates LLC 26,850 53.85 32,975 56.07
TPG Financial Advisors, LLC 25,126 53.85 15,414 57.42
PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 21,363 54.95 21,363 60.48
MAAX - VanEck Vectors Municipal Allocation ETF 17,100 54.97 20,483 60.49
Wedmont Private Capital 14,138 53.83 4,079 57.37
Innova Wealth Partners 11,704 53.83 11,833 57.38
Summit Financial Group, Inc. 10,726 53.89 10,726 57.43
Private Advisor Group, LLC 10,330 53.82 13,018 57.38
Everhart Financial Group, Inc. 10,233 53.85 14,947 57.40
Name Current Shares Current PPS Previous Shares Previous PPS
Capstone Investment Advisors, Llc 16,700 63.59 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Revolve Wealth Partners, LLC 48,651 147,746 53.85 99,095 57.40 49.10
Capstone Investment Advisors, Llc 16,700 16,700 63.59 0 0.00
Brookstone Capital Management 12,380 40,629 53.78 28,249 56.14 43.82
My Legacy Advisors, LLC 10,950 37,370 53.87 26,420 57.42 41.45
McAdam, LLC 10,377 30,594 53.83 20,217 57.38 51.33
Wedmont Private Capital 10,059 14,138 53.83 4,079 57.37 246.60
TPG Financial Advisors, LLC 9,712 25,126 53.85 15,414 57.42 63.01
Flagship Harbor Advisors, Llc 3,510 60,040 53.85 56,530 57.40 6.21
Westside Investment Management, Inc. 2,201 7,895 5,694 38.65
GoalVest Advisory LLC 650 664 54.22 14 71.43 4642.86
Melone Private Wealth, LLC 428 47,370 53.77 46,942 55.20 0.91
Newbridge Financial Services Group, Inc. 3 304 52.63 301 56.48 1.00
Global Retirement Partners, LLC 1 279 53.76 278 53.96 0.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 16,913 53,779 53.85 70,692 57.40 -23.92
Chesley Taft & Associates LLC 6,125 26,850 53.85 32,975 56.07 -18.57
Everhart Financial Group, Inc. 4,714 10,233 53.85 14,947 57.40 -31.54
MAAX - VanEck Vectors Municipal Allocation ETF 3,383 17,100 54.97 20,483 60.49 -16.52
Capital Advisors Inc/ok 2,828 5,550 53.87 8,378 57.41 -33.76
Private Advisor Group, LLC 2,688 10,330 53.82 13,018 57.38 -20.65
HYA Advisors, Inc 2,250 33,263 53.84 35,513 57.39 -6.34
Allworth Financial LP 572 7,964 53.87 8,536 57.40 -6.70
LifePro Asset Management 499 8,344 53.81 8,843 57.45 -5.64
Kwmg, Llc 373 4,644 53.83 5,017 57.40 -7.43
Insight Wealth Strategies, LLC 260 66,034 53.85 66,294 57.40 -0.39
Innova Wealth Partners 129 11,704 53.83 11,833 57.38 -1.09
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 0
Name Previous Calls
Paladin Advisory Group, LLC 381
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
FC Advisory LLC 6,579 53.81
Rosenberg Matthew Hamilton 44 45.45
Sound Income Strategies, LLC 6
Name Shares PPS
Lake Street Financial Llc 12,713 57.42
Webster Bank, N. A. 288 59.03
Midwest Heritage Bank, FSB 3,605 57.42
PFG Advisors 3,687 57.50
Atticus Wealth Management, Llc 1,815 57.30
Orion Portfolio Solutions, LLC 6,704 57.43
Calton & Associates, Inc. 5,601 57.31
Wbh Advisory Inc 6,093 55.15
American National Bank 1,397 57.27
Baldrige Asset Management LLC 7,654 57.36
Name Current Shares Current PPS Previous Shares Previous PPS
Revolve Wealth Partners, LLC 147,746 53.85 99,095 57.40
Jordan Park Group LLC 105,447 53.85 105,447 57.40
Flagship Harbor Advisors, Llc 60,040 53.85 56,530 57.40
Cambridge Investment Research Advisors, Inc. 53,779 53.85 70,692 57.40
Melone Private Wealth, LLC 47,370 53.77 46,942 55.20
Brookstone Capital Management 40,629 53.78 28,249 56.14
My Legacy Advisors, LLC 37,370 53.87 26,420 57.42
HYA Advisors, Inc 33,263 53.84 35,513 57.39
McAdam, LLC 30,594 53.83 20,217 57.38
TPG Financial Advisors, LLC 25,126 53.85 15,414 57.42
Wedmont Private Capital 14,138 53.83 4,079 57.37
Innova Wealth Partners 11,704 53.83 11,833 57.38
Private Advisor Group, LLC 10,330 53.82 13,018 57.38
Everhart Financial Group, Inc. 10,233 53.85 14,947 57.40
LifePro Asset Management 8,344 53.81 8,843 57.45
Allworth Financial LP 7,964 53.87 8,536 57.40
Capital Advisors Inc/ok 5,550 53.87 8,378 57.41
Kwmg, Llc 4,644 53.83 5,017 57.40
Gradient Investments LLC 576 53.82 576 57.29
Dividend Asset Capital, Llc 575 53.91 575 57.39
Newbridge Financial Services Group, Inc. 304 52.63 301 56.48
Global Retirement Partners, LLC 279 53.76 278 53.96
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Revolve Wealth Partners, LLC 48,651 147,746 53.85 99,095 57.40 49.10
Brookstone Capital Management 12,380 40,629 53.78 28,249 56.14 43.82
My Legacy Advisors, LLC 10,950 37,370 53.87 26,420 57.42 41.45
McAdam, LLC 10,377 30,594 53.83 20,217 57.38 51.33
Wedmont Private Capital 10,059 14,138 53.83 4,079 57.37 246.60
TPG Financial Advisors, LLC 9,712 25,126 53.85 15,414 57.42 63.01
Flagship Harbor Advisors, Llc 3,510 60,040 53.85 56,530 57.40 6.21
Westside Investment Management, Inc. 2,201 7,895 5,694 38.65
Melone Private Wealth, LLC 428 47,370 53.77 46,942 55.20 0.91
Newbridge Financial Services Group, Inc. 3 304 52.63 301 56.48 1.00
Global Retirement Partners, LLC 1 279 53.76 278 53.96 0.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 16,913 53,779 53.85 70,692 57.40 -23.92
Everhart Financial Group, Inc. 4,714 10,233 53.85 14,947 57.40 -31.54
Capital Advisors Inc/ok 2,828 5,550 53.87 8,378 57.41 -33.76
Private Advisor Group, LLC 2,688 10,330 53.82 13,018 57.38 -20.65
HYA Advisors, Inc 2,250 33,263 53.84 35,513 57.39 -6.34
Allworth Financial LP 572 7,964 53.87 8,536 57.40 -6.70
LifePro Asset Management 499 8,344 53.81 8,843 57.45 -5.64
Kwmg, Llc 373 4,644 53.83 5,017 57.40 -7.43
Innova Wealth Partners 129 11,704 53.83 11,833 57.38 -1.09
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