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 162 99.00 99.88 98.69
Previous Quarter 172 100.00 99.88 99.31

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 59 10 0 3 6
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 7 0 2 5
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 606,285 99.88
Wells Fargo & Company/mn 296,929 99.88
SPC Financial, Inc. 218,269 99.88
Bank Of America Corp /de/ 170,832 99.88
Advisor Group Holdings, Inc. 141,810 99.87
Mml Investors Services, Llc 129,278 99.88
Royal Bank Of Canada 113,184 99.88
Stifel Financial Corp 95,725 99.89
Envestnet Asset Management Inc 93,236 99.88
Advisory Services Network, LLC 92,944 99.88
UBS Group AG 92,025 99.88
Ameriprise Financial Inc 90,425 100.97
LPL Financial LLC 77,193 99.88
Commonwealth Equity Services, Llc 68,291 99.87
Jane Street Group, Llc 67,530 99.88
Truist Financial Corp 63,027 99.88
Cavalier Investments, LLC 59,234 99.88
AGOX - Adaptive Growth Opportunities ETF 57,628 103.58
SFI Advisors, LLC 55,383 99.87
Thrivent Financial For Lutherans 53,336 99.88

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 606,285 99.88
Wells Fargo & Company/mn 296,929 99.88
SPC Financial, Inc. 218,269 99.88
Bank Of America Corp /de/ 170,832 99.88
Advisor Group Holdings, Inc. 141,810 99.87
Mml Investors Services, Llc 129,278 99.88
Royal Bank Of Canada 113,184 99.88
Stifel Financial Corp 95,725 99.89
Envestnet Asset Management Inc 93,236 99.88
Advisory Services Network, LLC 92,944 99.88
UBS Group AG 92,025 99.88
Ameriprise Financial Inc 90,425 100.97
LPL Financial LLC 77,193 99.88
Commonwealth Equity Services, Llc 68,291 99.87
Jane Street Group, Llc 67,530 99.88
Truist Financial Corp 63,027 99.88
Cavalier Investments, LLC 59,234 99.88
AGOX - Adaptive Growth Opportunities ETF 57,628 103.58
Minichmacgregor Wealth Management, Llc 55,972 99.87
SFI Advisors, LLC 55,383 99.87

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Minichmacgregor Wealth Management, Llc 55,972 99.87
NAVAX - Navigator Equity Hedged Fund Class A Shares 31,900 113.92
CLACX - CLS Global Aggressive Equity Fund Class N Shares 28,000 113.89
Koshinski Asset Management, Inc. 1,706 99.65
StoneX Group Inc.
HBW Advisory Services LLC
Spire Wealth Management
Cutler Group LP
Geneos Wealth Management Inc.
Carroll Financial Associates, Inc.
Laurel Wealth Advisors LLC
Fifth Third Bancorp
Cetera Investment Advisers
Wealthspire Advisors, LLC
Capital Financial Planning, LLC
Cutler Group LP
Simplex Trading, Llc
Tarbox Family Office, Inc.
Clark Capital Management Group, Inc.
Proequities, Inc.
Capital Asset Advisory Services LLC
Renaissance Technologies Llc
Adviser Investments LLC
Altfest L J & Co Inc
Cutler Group LP
AMJ Financial Wealth Management
South Shore Capital Advisors
SRS Capital Advisors, Inc.
Barclays Plc
Aveo Capital Partners, LLC
Redhawk Wealth Advisors, Inc.
Gerber Kawasaki Wealth & Investment Management
Centaurus Financial, Inc.
Wesbanco Bank Inc
GWM Advisors LLC
First Horizon Advisors, Inc.
SMI Advisory Services, LLC
Bank Of Montreal /can/
Barometer Capital Management Inc.
Advisors Preferred, LLC
Csenge Advisory Group
Total Clarity Wealth Management, Inc.
Matrix Private Capital Group Llc
Snowden Capital Advisors LLC
Arkadios Wealth Advisors
Oppenheimer & Co Inc
Riggs Asset Managment Co. Inc.
Portfolio Strategies, Inc.
CIBC World Markets Inc.
Braun-Bostich & Associates Inc.
Empowered Funds, LLC
Q3 Asset Management
Jpmorgan Chase & Co
Lakeview Capital Partners, LLC
Wealthsource Partners, Llc
Kestra Advisory Services, LLC
Affinity Wealth Management Llc
SG Americas Securities, LLC
Cwm, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
McGuire Investment Group, LLC 39,176 83.98 39,384 99.89
Ayalon Holdings Ltd. 17,950 83.96 27,100 99.89
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares 9,654 88.88 8,994 107.07
David J Yvars Group 4,657 84.39 4,897 99.86
Orion Portfolio Solutions, LLC 4,031 83.85 6,814 99.94
Cambridge Investment Research Advisors, Inc. 3,717 83.94 4,141 99.98
Flagship Harbor Advisors, Llc 2,966 83.95 2,965 99.83
Global Retirement Partners, LLC 1,399 83.63 1,392 86.93
AdvisorNet Financial, Inc 1,179 83.97 1,230 100.00
Covington Capital Management 79 88.61 79 101.27
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares 660 9,654 88.88 8,994 107.07 7.34
Global Retirement Partners, LLC 7 1,399 83.63 1,392 86.93 0.50
Flagship Harbor Advisors, Llc 1 2,966 83.95 2,965 99.83 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ayalon Holdings Ltd. 9,150 17,950 83.96 27,100 99.89 -33.76
Orion Portfolio Solutions, LLC 2,783 4,031 83.85 6,814 99.94 -40.84
Cambridge Investment Research Advisors, Inc. 424 3,717 83.94 4,141 99.98 -10.24
David J Yvars Group 240 4,657 84.39 4,897 99.86 -4.90
McGuire Investment Group, LLC 208 39,176 83.98 39,384 99.89 -0.53
AdvisorNet Financial, Inc 51 1,179 83.97 1,230 100.00 -4.15
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 0
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. 1,706 99.65
Minichmacgregor Wealth Management, Llc 55,972 99.87
Name Current Shares Current PPS Previous Shares Previous PPS
McGuire Investment Group, LLC 39,176 83.98 39,384 99.89
Ayalon Holdings Ltd. 17,950 83.96 27,100 99.89
David J Yvars Group 4,657 84.39 4,897 99.86
Orion Portfolio Solutions, LLC 4,031 83.85 6,814 99.94
Cambridge Investment Research Advisors, Inc. 3,717 83.94 4,141 99.98
Flagship Harbor Advisors, Llc 2,966 83.95 2,965 99.83
Global Retirement Partners, LLC 1,399 83.63 1,392 86.93
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 7 1,399 83.63 1,392 86.93 0.50
Flagship Harbor Advisors, Llc 1 2,966 83.95 2,965 99.83 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ayalon Holdings Ltd. 9,150 17,950 83.96 27,100 99.89 -33.76
Orion Portfolio Solutions, LLC 2,783 4,031 83.85 6,814 99.94 -40.84
Cambridge Investment Research Advisors, Inc. 424 3,717 83.94 4,141 99.98 -10.24
David J Yvars Group 240 4,657 84.39 4,897 99.86 -4.90
McGuire Investment Group, LLC 208 39,176 83.98 39,384 99.89 -0.53
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