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 137 43.00 41.91 42.98
Previous Quarter 193 65.00 65.69 60.73

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 2 111 74 4 20 36
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 0 0 0 0 0 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
Jane Street Group, Llc 483,073 41.91
Captrust Financial Advisors 118,347 41.91
LPL Financial LLC 105,975 41.91
Hrt Financial Lp 69,183 41.90
AGOX - Adaptive Growth Opportunities ETF 67,776 48.22
Cavalier Investments, LLC 66,827 41.91
SFI Advisors, LLC 58,054 41.91
Palladiem, Llc 44,590 41.92
Carter Financial Group, INC. 42,759 65.69
Ameritas Advisory Services, LLC 36,517 41.90
Kraematon Investment Advisors, Inc 32,261 41.91
Morgan Stanley 25,465 41.90
Advisor Group Holdings, Inc. 24,050 41.95
Private Advisor Group, LLC 23,858 41.91
Avantax Advisory Services, Inc. 22,477 41.91
Raymond James & Associates 21,735 41.91
Wells Fargo & Company/mn 21,645 41.90
Commonwealth Equity Services, Llc 17,465 41.86
Royal Bank Of Canada 17,394 41.91
Nwam Llc 16,415 44.90

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
LPL Financial LLC 125,720 65.69
J.w. Cole Advisors, Inc. 103,753 0.03
Northwestern Mutual Wealth Management Co 93,691 65.69
Merit Financial Group, LLC 66,056 65.69
Cavalier Investments, LLC 65,804 65.70
AGOX - Adaptive Growth Opportunities ETF 64,021 69.48
SFI Advisors, LLC 55,265 65.68
Carter Financial Group, INC. 42,759 65.69
Palladiem, Llc 42,340 65.68
Susquehanna International Group, Llp 41,231 65.68
Royal Bank Of Canada 37,337 65.70
Avantax Advisory Services, Inc. 37,185 65.62
Citadel Advisors Llc 36,991 65.69
Captrust Financial Advisors 36,764 65.69
Morgan Stanley 36,617 65.68
Ameritas Advisory Services, LLC 34,990 65.68
Advisor Group Holdings, Inc. 33,502 96.53
Kraematon Investment Advisors, Inc 33,127 65.69
Ameritas Investment Corp 31,171 0.10
Jane Street Group, Llc 28,730 65.68

 

Recent Quarter Analysis

Name Shares PPS
Wbi Investments, Inc. 5,931 40.13
Walleye Capital LLC 5,927 41.84
Name Shares PPS
J.w. Cole Advisors, Inc. 103,753 0.03
Merit Financial Group, LLC 66,056 65.69
Ameritas Investment Corp 31,171 0.10
Theory Financial Llc 22,244 65.68
Stifel Financial Corp 21,894 65.68
Moors & Cabot, Inc. 12,000 9.33
DALT - Anfield Capital Diversified Alternatives ETF 8,429 110.57
Atria Wealth Solutions, Inc. 6,700 65.67
Avaii Wealth Management, Llc 5,671 65.77
Ausdal Financial Partners, Inc. 5,631 65.71
NEXT Financial Group, Inc 5,592 87.98
Credit Suisse Ag/ 5,000 65.60
Wedbush Securities Inc 4,187 65.68
HighTower Advisors, LLC 4,016 65.74
Sigma Planning Corp 3,608 65.69
Mason & Associates Inc 3,332 65.73
Hsbc Holdings Plc 3,300 65.76
Calton & Associates, Inc. 3,171 65.59
Kestra Advisory Services, LLC 3,073
Centaurus Financial, Inc. 2,675 65.79
Belpointe Asset Management LLC 1,621 65.39
IFP Advisors, Inc 997 47.14
Benjamin Edwards Inc 991 65.59
Koshinski Asset Management, Inc. 460 65.22
Optiver Holding B.V. 251 63.75
Jpmorgan Chase & Co 185 64.86
Proequities, Inc. 111 63.06
Activest Wealth Management 21 47.62
Hc Financial Advisors Inc 3
Retirement Capital Strategies
BEAM Asset Management, LLC
Emerald Investment Partners, Llc
Brendel Financial Advisors LLC
Clal Insurance Enterprises Holdings Ltd
Global Retirement Partners, LLC
ProVise Management Group, LLC
Better Money Decisions, LLC
Tradition Wealth Management, LLC
Bouchey Financial Group Ltd
IFG Advisory, LLC
Toroso Investments, LLC
Belvedere Trading LLC
National Asset Management, Inc.
Pensionmark Financial Group, Llc
Cahill Financial Advisors Inc
Claudia M.p. Batlle, Crp (r) Llc
Mid Atlantic Financial Management Inc/adv
Pittenger & Anderson Inc
Stratos Wealth Partners, LTD.
Capital Analysts, Inc.
ARGI Investment Services, LLC
Smithbridge Asset Management Inc/de
Arlington Capital Management, Inc.
Ferguson Shapiro LLC
Strategic Blueprint, LLC
Guidance Point Advisors, LLC
HBW Advisory Services LLC
Pacitti Group Inc.
Integrated Wealth Concepts LLC
SBK Financial, Inc.
WNY Asset Management, LLC
Wealth Effects Llc
Huntington National Bank
Great Valley Advisor Group, Inc.
Thrivent Financial For Lutherans
Anfield Capital Management, LLC
Smart Portfolios, LLC
Paragon Wealth Strategies, LLC
Creative Planning
Trilogy Capital Inc.
Advisor Resource Council
Ford Financial Group, LLC
Cornerstone Wealth Management, LLC
Bank Hapoalim Bm
Retirement Group, LLC
Stegent Equity Advisors, Inc.
Harbor Investment Advisory, Llc
AE Wealth Management LLC
Allegheny Financial Group LTD
Keystone Financial Group
Banque Cantonale Vaudoise
Clear Creek Financial Management, LLC
Financial Advocates Investment Management
Main Management LLC
Total Clarity Wealth Management, Inc.
Sowell Financial Services LLC
Deutsche Bank Ag\
Lincoln National Corp
Barometer Capital Management Inc.
Arkadios Wealth Advisors
Titus Wealth Management
Northern Oak Wealth Management Inc
Amundi
Summit Financial Group, Inc.
Wealthbridge Capital Management, Llc
JT Stratford LLC
WT Wealth Management
Wunderlich Securities, Inc.
Institutional & Family Asset Management, Llc
Crescent Grove Advisors, LLC
Employees Retirement System of Texas
Altshuler Shaham Ltd
Change Path, LLC
Ntv Asset Management Llc
BlackRock Inc.
Kovack Advisors, Inc.
Truist Financial Corp
Kestra Private Wealth Services, Llc
Florin Court Capital LLP
Prospera Financial Services Inc
Atria Investments Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Jane Street Group, Llc 483,073 41.91 28,730 65.68
Captrust Financial Advisors 118,347 41.91 36,764 65.69
LPL Financial LLC 105,975 41.91 125,720 65.69
AGOX - Adaptive Growth Opportunities ETF 67,776 48.22 64,021 69.48
Cavalier Investments, LLC 66,827 41.91 65,804 65.70
SFI Advisors, LLC 58,054 41.91 55,265 65.68
Palladiem, Llc 44,590 41.92 42,340 65.68
Ameritas Advisory Services, LLC 36,517 41.90 34,990 65.68
Kraematon Investment Advisors, Inc 32,261 41.91 33,127 65.69
Morgan Stanley 25,465 41.90 36,617 65.68
Advisor Group Holdings, Inc. 24,050 41.95 33,502 96.53
Private Advisor Group, LLC 23,858 41.91 22,543 65.70
Avantax Advisory Services, Inc. 22,477 41.91 37,185 65.62
Raymond James & Associates 21,735 41.91 24,434 65.69
Wells Fargo & Company/mn 21,645 41.90 22,943 65.68
Commonwealth Equity Services, Llc 17,465 41.86 20,291 65.64
Royal Bank Of Canada 17,394 41.91 37,337 65.70
Nwam Llc 16,415 44.90 16,415 65.67
Mml Investors Services, Llc 16,407 41.93 15,400 65.71
Renaissance Technologies Llc 15,300 41.90 25,600 65.70
Name Current Shares Current PPS Previous Shares Previous PPS
Hrt Financial Lp 69,183 41.90 0
Bank Of Montreal /can/ 165 48.48 0
Cutler Group LP 100 40.00 0
Wagner Wealth Management, Llc 25 40.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jane Street Group, Llc 454,343 483,073 41.91 28,730 65.68 1581.42
Captrust Financial Advisors 81,583 118,347 41.91 36,764 65.69 221.91
Hrt Financial Lp 69,183 69,183 41.90 0 0.00
Avondale Wealth Management 5,702 8,706 41.93 3,004 65.58 189.81
Flow Traders U.s. Llc 4,630 7,950 41.89 3,320 87.95 139.46
AGOX - Adaptive Growth Opportunities ETF 3,755 67,776 48.22 64,021 69.48 5.87
SFI Advisors, LLC 2,789 58,054 41.91 55,265 65.68 5.05
Palladiem, Llc 2,250 44,590 41.92 42,340 65.68 5.31
Valley National Advisers Inc 1,877 11,171 45.92 9,294 65.63 20.20
Ameritas Advisory Services, LLC 1,527 36,517 41.90 34,990 65.68 4.36
Private Advisor Group, LLC 1,315 23,858 41.91 22,543 65.70 5.83
First Republic Investment Management, Inc. 1,229 12,932 41.91 11,703 65.71 10.50
Cavalier Investments, LLC 1,023 66,827 41.91 65,804 65.70 1.55
Mml Investors Services, Llc 1,007 16,407 41.93 15,400 65.71 6.54
Cetera Investment Advisers 650 14,494 41.88 13,844 65.66 4.70
Cwm, Llc 280 4,584 41.88 4,304 65.75 6.51
Tower Research Capital LLC (TRC) 177 187 37.43 10 100.00 1770.00
Bank Of Montreal /can/ 165 165 48.48 0 0.00
Cutler Group LP 100 100 40.00 0 0.00
Wagner Wealth Management, Llc 25 25 40.00 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Northwestern Mutual Wealth Management Co 82,994 10,697 41.88 93,691 65.69 -88.58
Susquehanna International Group, Llp 35,346 5,885 41.97 41,231 65.68 -85.73
Citadel Advisors Llc 30,512 6,479 41.98 36,991 65.69 -82.48
Royal Bank Of Canada 19,943 17,394 41.91 37,337 65.70 -53.41
LPL Financial LLC 19,745 105,975 41.91 125,720 65.69 -15.71
Avantax Advisory Services, Inc. 14,708 22,477 41.91 37,185 65.62 -39.55
Morgan Stanley 11,152 25,465 41.90 36,617 65.68 -30.46
Renaissance Technologies Llc 10,300 15,300 41.90 25,600 65.70 -40.23
Advisor Group Holdings, Inc. 9,452 24,050 41.95 33,502 96.53 -28.21
Commonwealth Equity Services, Llc 2,826 17,465 41.86 20,291 65.64 -13.93
Envestnet Asset Management Inc 2,816 13,379 41.93 16,195 65.70 -17.39
Raymond James & Associates 2,699 21,735 41.91 24,434 65.69 -11.05
Qube Research & Technologies Ltd 2,303 2,450 42.04 4,753 65.64 -48.45
Cetera Advisors LLC 2,191 7,486 41.94 9,677 65.72 -22.64
Capital Investment Advisory Services, LLC 2,187 9,063 41.93 11,250 65.69 -19.44
Cambridge Investment Research Advisors, Inc. 2,186 10,185 41.92 12,371 65.72 -17.67
UBS Group AG 1,884 421 40.38 2,305 65.51 -81.74
Personal Cfo Solutions, Llc 1,491 13,493 41.87 14,984 65.67 -9.95
Money Concepts Capital Corp 1,456 3,599 43.07 5,055 65.68 -28.80
Wells Fargo & Company/mn 1,298 21,645 41.90 22,943 65.68 -5.66
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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