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 124 33.00 34.45 33.81
Previous Quarter 131 34.00 34.45 34.09

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 46 5 0 1 3
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 1 4 0 1 2
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
Bank Of America Corp /de/ 352,990 34.45
Wharton Business Group, LLC 224,570 34.45
Morgan Stanley 190,210 34.45
UBS Group AG 187,478 34.45
Wealthcare Advisory Partners LLC 165,681 34.45
Royal Bank Of Canada 93,656 34.46
LPL Financial LLC 72,963 34.46
Kestra Advisory Services, LLC 57,647 34.45
Jane Street Group, Llc 57,170 34.46
Raymond James Financial Services Advisors, Inc. 55,995 34.45
First Republic Investment Management, Inc. 48,471 34.45
Apollon Wealth Management, LLC 45,924 34.45
Atria Wealth Solutions, Inc. 44,313 34.46
Strategic Wealth Management Inc 43,546 43.82
Flow Traders U.s. Llc 43,315 34.45
Commonwealth Equity Services, Llc 42,952 34.43
Baird Financial Group, Inc. 41,379 34.46
J.w. Cole Advisors, Inc. 33,752 0.09
Cambridge Investment Research Advisors, Inc. 32,731 28.90
Mayflower Financial Advisors, LLC 28,976 28.89

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/ 352,990 34.45
Wharton Business Group, LLC 224,570 34.45
Morgan Stanley 190,210 34.45
UBS Group AG 187,478 34.45
Wealthcare Advisory Partners LLC 165,681 34.45
Royal Bank Of Canada 93,656 34.46
LPL Financial LLC 72,963 34.46
Kestra Advisory Services, LLC 57,647 34.45
Jane Street Group, Llc 57,170 34.46
Raymond James Financial Services Advisors, Inc. 55,995 34.45
First Republic Investment Management, Inc. 48,471 34.45
Apollon Wealth Management, LLC 45,924 34.45
Atria Wealth Solutions, Inc. 44,313 34.46
Strategic Wealth Management Inc 43,546 43.82
Flow Traders U.s. Llc 43,315 34.45
Commonwealth Equity Services, Llc 42,952 34.43
Baird Financial Group, Inc. 41,379 34.46
J.w. Cole Advisors, Inc. 33,752 0.09
Mayflower Financial Advisors, LLC 29,021 34.46
TCG Advisory Services, LLC 28,356 34.45

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Triumph Capital Management 7,096 38.90
IFP Advisors, Inc 4,282 44.14
Koshinski Asset Management, Inc. 2,488 34.57
Parallel Advisors, LLC 332 36.14
TD Capital Management LLC
Flagship Private Wealth, LLC
Eldridge Investment Advisors, Inc.
Trust Co Of Vermont
Neuberger Berman Group LLC
Mml Investors Services, Llc
Community Bank, N.A.
Proequities, Inc.
WASHINGTON TRUST Co
Principle Wealth Partners Llc
Advisory Services Network, LLC
Snowden Capital Advisors LLC
Signet Financial Management, Llc
IHT Wealth Management, LLC
Oppenheimer & Co Inc
DB Wealth Management Group, LLC
Migdal Insurance & Financial Holdings Ltd.
Stifel Financial Corp
James Investment Research Inc
Blue Bell Private Wealth Management, Llc
Sharkey, Howes & Javer
Retirement Capital Strategies
Meridian Wealth Partners, LLC
Congress Park Capital LLC
Barclays Plc
Total Clarity Wealth Management, Inc.
CVA Family Office, LLC
Venturi Wealth Management, LLC
Naples Global Advisors, Llc
Liberty Wealth Management Llc
Cwm, Llc
Dynamic Advisor Solutions LLC
Eaton Vance Management
Scotia Capital Inc.
Banque Cantonale Vaudoise
S.C. Financial Services, Inc.
PSI Advisors, LLC
TAP Consulting, LLC
Tolleson Wealth Management, Inc.
Willner & Heller, Llc
Chevy Chase Trust Holdings, Inc.
Sigma Planning Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 32,731 28.90 21,060 34.47
Mayflower Financial Advisors, LLC 28,976 28.89 29,021 34.46
RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 24,389 29.77 25,616 36.31
First Heartland Consultants, Inc. 8,472 28.80 8,930 34.38
Sugarloaf Wealth Management, LLC 311 28.94 311 35.37
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. 11,671 32,731 28.90 21,060 34.47 55.42
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 1,227 24,389 29.77 25,616 36.31 -4.79
First Heartland Consultants, Inc. 458 8,472 28.80 8,930 34.38 -5.13
Mayflower Financial Advisors, LLC 45 28,976 28.89 29,021 34.46 -0.16
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
Koshinski Asset Management, Inc. 2,488 34.57
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 32,731 28.90 21,060 34.47
Mayflower Financial Advisors, LLC 28,976 28.89 29,021 34.46
First Heartland Consultants, Inc. 8,472 28.80 8,930 34.38
Sugarloaf Wealth Management, LLC 311 28.94 311 35.37
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. 11,671 32,731 28.90 21,060 34.47 55.42
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
First Heartland Consultants, Inc. 458 8,472 28.80 8,930 34.38 -5.13
Mayflower Financial Advisors, LLC 45 28,976 28.89 29,021 34.46 -0.16
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