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 62 90.00 91.20 90.30
Previous Quarter 64 91.00 91.20 91.20

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 12 1 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 2 1 1 0 1 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 328,954 91.22
Empowered Funds, LLC 140,591 91.22
Beacon Harbor Wealth Advisors, Inc. 105,897 91.22
Minichmacgregor Wealth Management, Llc 92,047 82.97
Bank Of America Corp /de/ 45,180 91.21
LPL Financial LLC 44,015 91.22
Wells Fargo & Company/mn 42,807 91.20
Martin & Co Inc /tn/ 39,976 91.23
Susquehanna International Group, Llp 31,778 91.23
Financial Management Professionals, Inc. 31,431 82.98
Jane Street Group, Llc 29,523 91.22
Royal Bank Of Canada 29,505 91.20
UBS Group AG 20,785 91.22
SP Asset Management 20,223 91.23
Hills Bank & Trust Co 18,328 91.23
Advisor Group Holdings, Inc. 14,437 91.15
Goldman Sachs Group Inc 13,174 91.24
J.w. Cole Advisors, Inc. 13,055
Vontobel Holding Ltd. 12,500 91.20
Mml Investors Services, Llc 11,161 91.21

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 328,954 91.22
Empowered Funds, LLC 140,591 91.22
Beacon Harbor Wealth Advisors, Inc. 105,897 91.22
Bank Of America Corp /de/ 45,180 91.21
LPL Financial LLC 44,015 91.22
Wells Fargo & Company/mn 42,807 91.20
Martin & Co Inc /tn/ 39,976 91.23
Susquehanna International Group, Llp 31,778 91.23
Jane Street Group, Llc 29,523 91.22
Royal Bank Of Canada 29,505 91.20
UBS Group AG 20,785 91.22
SP Asset Management 20,223 91.23
Hills Bank & Trust Co 18,328 91.23
Advisor Group Holdings, Inc. 14,437 91.15
Goldman Sachs Group Inc 13,174 91.24
J.w. Cole Advisors, Inc. 13,055
Vontobel Holding Ltd. 12,500 91.20
Mml Investors Services, Llc 11,161 91.21
Smith Anglin Financial, LLC 9,946 91.19
Capital Advisory Group Advisory Services, LLC 9,092 91.18

 

Recent Quarter Analysis

Name Shares PPS
Minichmacgregor Wealth Management, Llc 92,047 82.97
Financial Management Professionals, Inc. 31,431 82.98
Name Shares PPS
QALTX - Quantified Alternative Investment Fund Investor Class Shares 1,627 78.06
Global Trust Asset Management, LLC 1,602 91.14
Advisory Services Network, LLC
IFP Advisors, Inc
Ironwood Financial, llc
Proequities, Inc.
Advisors Preferred, LLC
Arkadios Wealth Advisors
Harbour Investments, Inc.
Raymond James Financial Services Advisors, Inc.
Citadel Advisors Llc
Eaton Vance Management
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 6,063 82.96 3,216 91.11
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. 2,847 6,063 82.96 3,216 91.11 88.53
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
Minichmacgregor Wealth Management, Llc 92,047 82.97
Financial Management Professionals, Inc. 31,431 82.98
Name Shares PPS
Global Trust Asset Management, LLC 1,602 91.14
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 6,063 82.96 3,216 91.11
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. 2,847 6,063 82.96 3,216 91.11 88.53
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