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 304 142.00 96.21 94.97
Previous Quarter 322 141.00 96.21 95.20

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 2 91 19 1 6 8
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 2 3 17 1 5 7
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 9 0.00 0.00 0 0.00 0.00
Previous Quarter 9 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
Bank Of America Corp /de/ 2,003,925 96.21
Richard Bernstein Advisors LLC 1,447,429 95.78
Ameriprise Financial Inc 575,149 96.18
Envestnet Asset Management Inc 557,964 96.21
Assetmark, Inc 461,158 96.21
Pnc Financial Services Group, Inc. 423,128 96.21
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 377,800 96.82
Bank Of Nova Scotia 288,445 96.21
Signify Wealth 231,252 49.98
Morgan Stanley 225,391 96.21
Jane Street Group, Llc 225,096 96.21
Credit Suisse Ag/ 220,404 96.21
Barclays Plc 208,500 99.11
UBS Group AG 182,143 96.21
Bank Of Montreal /can/ 173,602 96.47
Advisor Group Holdings, Inc. 173,318 100.42
Minichmacgregor Wealth Management, Llc 153,294 88.53
Wells Fargo & Company/mn 152,516 96.21
Royal Bank Of Canada 142,831 96.21
Commonwealth Equity Services, Llc 127,894 96.20

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
Bank Of America Corp /de/ 2,003,925 96.21
Richard Bernstein Advisors LLC 1,447,429 95.78
Ameriprise Financial Inc 575,149 96.18
Envestnet Asset Management Inc 557,964 96.21
Assetmark, Inc 461,158 96.21
Pnc Financial Services Group, Inc. 423,128 96.21
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 377,800 96.82
Bank Of Nova Scotia 288,445 96.21
Signify Wealth 231,252 49.98
Morgan Stanley 225,391 96.21
Jane Street Group, Llc 225,096 96.21
Credit Suisse Ag/ 220,404 96.21
Barclays Plc 208,500 99.11
UBS Group AG 182,143 96.21
Bank Of Montreal /can/ 173,602 96.47
Advisor Group Holdings, Inc. 173,318 100.42
Wells Fargo & Company/mn 152,516 96.21
Minichmacgregor Wealth Management, Llc 149,666 96.21
Financial Management Professionals, Inc. 145,087 96.21
Royal Bank Of Canada 142,831 96.21

 

Recent Quarter Analysis

Name Shares PPS
Johnson Bixby & Associates, LLC 6,416 88.53
McAdam, LLC 3,226 88.65
Name Shares PPS
Transcend Wealth Collective, Llc 21,186 96.20
Cascadia Advisory Services, LLC 16,779 99.23
CLFLX - CLS Flexible Income Fund Class N Shares 10,000 99.00
Ameritas Investment Corp 2,973
Qci Asset Management Inc/ny 2,351 99.11
Wolff Wiese Magana Llc 1,673 96.23
Koshinski Asset Management, Inc. 1,557 96.34
IFP Advisors, Inc 1,323 100.53
Carroll Financial Associates, Inc. 677 98.97
Vigilant Capital Management, LLC 73 95.89
Heritage Wealth Management, Llc 69 101.45
Parallel Advisors, LLC 35 85.71
Future Financial Wealth Managment LLC 35 85.71
AdvisorNet Financial, Inc 20 100.00
GoalVest Advisory LLC 3
Stonebridge Financial Planning Group, LLC
ProVise Management Group, LLC
Econ Financial Services Corp
Sound Income Strategies, LLC
Financial Insights, Inc.
Strategic Blueprint, LLC
Moisand Fitzgerald Tamayo, LLC
Sonora Investment Management, LLC
Old Mission Capital Llc
Centennial Wealth Advisory LLC
Kowal Investment Group, LLC
Global Trust Asset Management, LLC
Tru Independence Asset Management 2, Llc
Capital Analysts, Inc.
Private Capital Group, LLC
TCI Wealth Advisors, Inc.
Fure Financial Corp
Huntington National Bank
Optimum Investment Advisors
Antonetti Capital Management LLC
Csenge Advisory Group
Ironwood Financial, llc
Liberty Wealth Management Llc
SOL Capital Management CO
National Asset Management, Inc.
D.a. Davidson & Co.
Howard Capital Management Inc.
Sowell Financial Services LLC
Absolute Capital Management, LLC
Moody National Bank Trust Division
Truvestments Capital Llc
Crabel Capital Management, LLC
Cahill Financial Advisors Inc
WFA of San Diego, LLC
Atria Investments Llc
Ameritas Investment Partners, Inc.
Pacitti Group Inc.
Gradient Capital Advisors, LLC
Susquehanna International Group, Llp
Virtue Capital Management, LLC
AlphaCore Capital LLC
Brinker Capital Investments, LLC
Orion Portfolio Solutions, LLC
Castleview Partners, Llc
Personal Cfo Solutions, Llc
Fulcrum Equity Management
Amplius Wealth Advisors, LLC
Man Group plc
CoreCap Advisors, LLC
Capstone Investment Advisors, Llc
Enterprise Financial Services Corp
Advisory Services Network, LLC
Plante Moran Financial Advisors, LLC
Jacobi Capital Management LLC
Gerber Kawasaki Wealth & Investment Management
Newbridge Financial Services Group, Inc.
Mcdonald Partners Llc
Cantor Fitzgerald Investment Adviser L.p.
Menard Financial Group LLC
Advisors Preferred, LLC
Susquehanna International Group, Llp
First Horizon Advisors, Inc.
Raleigh Capital Management Inc.
Osterweis Capital Management Inc
Citadel Advisors Llc
Sugarloaf Wealth Management, LLC
Disciplined Investments, LLC
Park Avenue Securities Llc
Two Sigma Securities, Llc
Connecticut Wealth Management, LLC
Arkadios Wealth Advisors
Level Four Advisory Services, Llc
Linscomb & Williams, Inc.
Confluence Wealth Services, Inc.
Mariner, LLC
Founders Financial Alliance, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Minichmacgregor Wealth Management, Llc 153,294 88.53 149,666 96.21
Bft Financial Group, Llc 29,990 88.53 17,282 96.23
Sargent Bickham Lagudis LLC 14,350 88.50 569 96.66
Ballast, Inc. 11,956 88.49 12,553 96.15
Pinnacle Bancorp, Inc. 9,302 88.58 9,655 96.22
Private Advisor Group, LLC 8,282 88.51 8,618 96.19
Cambridge Investment Research Advisors, Inc. 7,866 88.48 8,444 96.16
Stokes Capital Advisors, LLC 6,257 88.54 20,149 96.23
Covington Capital Management 5,625 88.53 79,170 96.21
PFG Advisors 3,489 88.56 3,864 96.27
Boenning & Scattergood, Inc. 3,400 88.53 3,375 96.30
Global Retirement Partners, LLC 655 88.55 655 91.60
Webster Bank, N. A. 305 88.52 305 95.08
Financial Management Professionals, Inc. 255 90.20 145,087 96.21
Baldrige Asset Management LLC 252 87.30 252 95.24
BerganKDV Wealth Management, LLC 185 86.49 185 97.30
Gradient Investments LLC 162 86.42 162 98.77
Tsfg, Llc 127 86.61 127 94.49
Bank of New Hampshire 99 90.91 99 101.01
Name Current Shares Current PPS Previous Shares Previous PPS
Friedenthal Financial 2,618 88.62 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 13,781 14,350 88.50 569 96.66 2421.97
Bft Financial Group, Llc 12,708 29,990 88.53 17,282 96.23 73.53
Minichmacgregor Wealth Management, Llc 3,628 153,294 88.53 149,666 96.21 2.42
Friedenthal Financial 2,618 2,618 88.62 0 0.00
Massmutual Trust Co Fsb/adv 253 1,398 1,145 22.10
Boenning & Scattergood, Inc. 25 3,400 88.53 3,375 96.30 0.74
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Financial Management Professionals, Inc. 144,832 255 90.20 145,087 96.21 -99.82
Covington Capital Management 73,545 5,625 88.53 79,170 96.21 -92.90
Stokes Capital Advisors, LLC 13,892 6,257 88.54 20,149 96.23 -68.95
Ballast, Inc. 597 11,956 88.49 12,553 96.15 -4.76
Cambridge Investment Research Advisors, Inc. 578 7,866 88.48 8,444 96.16 -6.85
PFG Advisors 375 3,489 88.56 3,864 96.27 -9.70
Pinnacle Bancorp, Inc. 353 9,302 88.58 9,655 96.22 -3.66
Private Advisor Group, LLC 336 8,282 88.51 8,618 96.19 -3.90
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
Johnson Bixby & Associates, LLC 6,416 88.53
McAdam, LLC 3,226 88.65
Name Shares PPS
Koshinski Asset Management, Inc. 1,557 96.34
Wolff Wiese Magana Llc 1,673 96.23
Transcend Wealth Collective, Llc 21,186 96.20
Name Current Shares Current PPS Previous Shares Previous PPS
Minichmacgregor Wealth Management, Llc 153,294 88.53 149,666 96.21
Bft Financial Group, Llc 29,990 88.53 17,282 96.23
Sargent Bickham Lagudis LLC 14,350 88.50 569 96.66
Ballast, Inc. 11,956 88.49 12,553 96.15
Pinnacle Bancorp, Inc. 9,302 88.58 9,655 96.22
Private Advisor Group, LLC 8,282 88.51 8,618 96.19
Cambridge Investment Research Advisors, Inc. 7,866 88.48 8,444 96.16
Stokes Capital Advisors, LLC 6,257 88.54 20,149 96.23
PFG Advisors 3,489 88.56 3,864 96.27
Boenning & Scattergood, Inc. 3,400 88.53 3,375 96.30
Global Retirement Partners, LLC 655 88.55 655 91.60
Webster Bank, N. A. 305 88.52 305 95.08
Financial Management Professionals, Inc. 255 90.20 145,087 96.21
Baldrige Asset Management LLC 252 87.30 252 95.24
BerganKDV Wealth Management, LLC 185 86.49 185 97.30
Gradient Investments LLC 162 86.42 162 98.77
Tsfg, Llc 127 86.61 127 94.49
Name Current Shares Current PPS Previous Shares Previous PPS
Friedenthal Financial 2,618 88.62 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 13,781 14,350 88.50 569 96.66 2421.97
Bft Financial Group, Llc 12,708 29,990 88.53 17,282 96.23 73.53
Minichmacgregor Wealth Management, Llc 3,628 153,294 88.53 149,666 96.21 2.42
Friedenthal Financial 2,618 2,618 88.62 0 0.00
Boenning & Scattergood, Inc. 25 3,400 88.53 3,375 96.30 0.74
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Financial Management Professionals, Inc. 144,832 255 90.20 145,087 96.21 -99.82
Stokes Capital Advisors, LLC 13,892 6,257 88.54 20,149 96.23 -68.95
Ballast, Inc. 597 11,956 88.49 12,553 96.15 -4.76
Cambridge Investment Research Advisors, Inc. 578 7,866 88.48 8,444 96.16 -6.85
PFG Advisors 375 3,489 88.56 3,864 96.27 -9.70
Pinnacle Bancorp, Inc. 353 9,302 88.58 9,655 96.22 -3.66
Private Advisor Group, LLC 336 8,282 88.51 8,618 96.19 -3.90
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