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 199 57.00 58.92 58.76
Previous Quarter 209 58.00 58.92 58.82

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 1 46 11 0 1 6
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 8 8 0 1 4
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 3,741 0.00 0.00
Previous Quarter 0 0.00 0.00 3,741 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/ 9,510,213 58.92
Morgan Stanley 1,230,181 58.92
Wells Fargo & Company/mn 572,537 58.92
SPC Financial, Inc. 329,589 58.92
Royal Bank Of Canada 314,691 58.92
UBS Group AG 267,757 58.92
Us Bancorp \de\ 222,177 58.93
Ameriprise Financial Inc 180,144 59.00
Advisory Services Network, LLC 173,256 58.92
Mml Investors Services, Llc 172,882 58.92
LPL Financial LLC 168,212 58.92
Stifel Financial Corp 159,352 58.92
Advisor Group Holdings, Inc. 125,378 58.99
Raymond James Financial Services Advisors, Inc. 115,207 58.92
Commonwealth Equity Services, Llc 105,697 58.91
Envestnet Asset Management Inc 105,013 58.92
Cottonwood Capital Advisors, Llc 79,923 58.92
Cadent Capital Advisors, LLC 73,113 58.92
Raymond James & Associates 71,498 58.92
Empowered Funds, LLC 67,633 58.92

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/ 9,510,213 58.92
Morgan Stanley 1,230,181 58.92
Wells Fargo & Company/mn 572,537 58.92
SPC Financial, Inc. 329,589 58.92
Royal Bank Of Canada 314,691 58.92
UBS Group AG 267,757 58.92
Us Bancorp \de\ 222,177 58.93
Ameriprise Financial Inc 180,144 59.00
Advisory Services Network, LLC 173,256 58.92
Mml Investors Services, Llc 172,882 58.92
Minichmacgregor Wealth Management, Llc 170,987 58.92
LPL Financial LLC 168,212 58.92
Stifel Financial Corp 159,352 58.92
Advisor Group Holdings, Inc. 125,378 58.99
Raymond James Financial Services Advisors, Inc. 115,207 58.92
Commonwealth Equity Services, Llc 105,697 58.91
Envestnet Asset Management Inc 105,013 58.92
EWG Elevate Inc. 92,925 58.92
Cottonwood Capital Advisors, Llc 79,923 58.92
Cadent Capital Advisors, LLC 73,113 58.92

 

Recent Quarter Analysis

Name Shares PPS
Mascoma Wealth Management LLC 9
Name Shares PPS
Minichmacgregor Wealth Management, Llc 170,987 58.92
EWG Elevate Inc. 92,925 58.92
Citadel Advisors Llc 8,400 58.93
Evanson Asset Management, LLC 6,100 58.85
Carroll Financial Associates, Inc. 5,015 61.81
HFG Advisors, Inc. 4,952 58.97
Raymond James Trust N.a. 4,705 58.87
Parallel Advisors, LLC 1,606 60.40
IFP Advisors, Inc 1,419 62.02
Cutler Group LP 600 58.33
Cutler Group LP 600 58.33
Koshinski Asset Management, Inc. 448 58.04
Allworth Financial LP 161 55.90
Rosenberg Matthew Hamilton 78 64.10
Deutsche Bank Ag\
Allegheny Financial Group LTD
Retirement Planning Co of New England, Inc.
Arkadios Wealth Advisors
CIBC World Markets Inc.
Personal Wealth Partners
Redmont Wealth Advisors Llc
Ironwood Wealth Management, Inc.
Moors & Cabot, Inc.
CoreCap Advisors, LLC
Ironwood Financial, llc
Penserra Capital Management LLC
Independence Bank of Kentucky
Newbridge Financial Services Group, Inc.
Barclays Plc
Concorde Asset Management, LLC
Concord Wealth Partners
Laurel Wealth Advisors LLC
Tarbox Family Office, Inc.
National Asset Management, Inc.
Old Mission Capital Llc
Enterprise Financial Services Corp
Bessemer Group Inc
Migdal Insurance & Financial Holdings Ltd.
New Century Advisors, LLC
Phocas Financial Corp.
Sowell Financial Services LLC
LeJeune Puetz Investment Counsel LLC
Amplius Wealth Advisors, LLC
Credit Suisse Ag/
Jacobi Capital Management LLC
Bnp Paribas Arbitrage, Sa
Name Current Shares Current PPS Previous Shares Previous PPS
Btr Capital Management Inc 36,674 49.27 37,224 58.91
Cambridge Investment Research Advisors, Inc. 16,574 49.29 20,203 58.90
Joel Isaacson & Co., LLC 15,825 49.29 15,825 55.80
Transcend Wealth Collective, Llc 14,500 49.31 14,500 58.90
Neville Rodie & Shaw Inc 8,850 49.27 8,850 57.97
Ferguson Wellman Capital Management, Inc 5,040 49.21 6,100 58.85
Private Advisor Group, LLC 4,453 49.18 5,123 58.95
Covington Capital Management 920 48.91 1,060 58.49
AdvisorNet Financial, Inc 541 49.91 3,941 58.87
Tsfg, Llc 205 48.78 205 58.54
Global Retirement Partners, LLC 172 46.51 171 52.63
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 1 172 46.51 171 52.63 0.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 3,629 16,574 49.29 20,203 58.90 -17.96
AdvisorNet Financial, Inc 3,400 541 49.91 3,941 58.87 -86.27
Ferguson Wellman Capital Management, Inc 1,060 5,040 49.21 6,100 58.85 -17.38
Private Advisor Group, LLC 670 4,453 49.18 5,123 58.95 -13.08
Btr Capital Management Inc 550 36,674 49.27 37,224 58.91 -1.48
Covington Capital Management 140 920 48.91 1,060 58.49 -13.21
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
Mascoma Wealth Management LLC 9
Name Shares PPS
HFG Advisors, Inc. 4,952 58.97
Raymond James Trust N.a. 4,705 58.87
Minichmacgregor Wealth Management, Llc 170,987 58.92
Koshinski Asset Management, Inc. 448 58.04
EWG Elevate Inc. 92,925 58.92
Rosenberg Matthew Hamilton 78 64.10
Allworth Financial LP 161 55.90
Evanson Asset Management, LLC 6,100 58.85
Name Current Shares Current PPS Previous Shares Previous PPS
Btr Capital Management Inc 36,674 49.27 37,224 58.91
Cambridge Investment Research Advisors, Inc. 16,574 49.29 20,203 58.90
Joel Isaacson & Co., LLC 15,825 49.29 15,825 55.80
Transcend Wealth Collective, Llc 14,500 49.31 14,500 58.90
Ferguson Wellman Capital Management, Inc 5,040 49.21 6,100 58.85
Private Advisor Group, LLC 4,453 49.18 5,123 58.95
Tsfg, Llc 205 48.78 205 58.54
Global Retirement Partners, LLC 172 46.51 171 52.63
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 1 172 46.51 171 52.63 0.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 3,629 16,574 49.29 20,203 58.90 -17.96
Ferguson Wellman Capital Management, Inc 1,060 5,040 49.21 6,100 58.85 -17.38
Private Advisor Group, LLC 670 4,453 49.18 5,123 58.95 -13.08
Btr Capital Management Inc 550 36,674 49.27 37,224 58.91 -1.48
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