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 147 NaN 0.00 44.45
Previous Quarter 149 NaN 0.00 45.17

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 3 42 17 0 5 4
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 11 0 2 3
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/ 635,690 46.42
Morgan Stanley 284,207 46.42
Jane Street Group, Llc 200,066 46.42
Goldman Sachs Group Inc 176,389 46.42
360 Financial, Inc. 155,825 47.02
Commonwealth Equity Services, Llc 143,820 36.81
LPL Financial LLC 129,303 46.42
Ameriprise Financial Inc 103,311 46.38
Kestra Advisory Services, LLC 102,733 0.05
HAP Trading, LLC 95,112 46.42
Thrivent Financial For Lutherans 89,335 46.42
Wells Fargo & Company/mn 79,655 46.43
Merit Financial Group, LLC 77,944 46.42
Monumental Financial Group Inc. 75,522 46.42
Raymond James & Associates 70,853 46.42
Financial Architects, Inc 69,552 46.43
Proequities, Inc. 55,795 46.42
Cambridge Investment Research Advisors, Inc. 53,340 36.80
Royal Bank Of Canada 46,510 46.42
Raymond James Financial Services Advisors, Inc. 41,161 46.43

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/ 635,690 46.42
Morgan Stanley 284,207 46.42
Jane Street Group, Llc 200,066 46.42
Goldman Sachs Group Inc 176,389 46.42
360 Financial, Inc. 155,825 47.02
Commonwealth Equity Services, Llc 146,839 46.42
LPL Financial LLC 129,303 46.42
Ameriprise Financial Inc 103,311 46.38
Kestra Advisory Services, LLC 102,733 0.05
HAP Trading, LLC 95,112 46.42
Thrivent Financial For Lutherans 89,335 46.42
Wells Fargo & Company/mn 79,655 46.43
Cambridge Investment Research Advisors, Inc. 79,026 46.42
Merit Financial Group, LLC 77,944 46.42
Monumental Financial Group Inc. 75,522 46.42
Raymond James & Associates 70,853 46.42
Financial Architects, Inc 69,552 46.43
Proequities, Inc. 55,795 46.42
Royal Bank Of Canada 46,510 46.42
Raymond James Financial Services Advisors, Inc. 41,161 46.43

 

Recent Quarter Analysis

Name Shares PPS
Urban Wealth Management, LLC 13,492 36.84
JNBA Financial Advisors 230 34.78
SOA Wealth Advisors, LLC. 11
Name Shares PPS
Citadel Advisors Llc 39,546 46.43
Citadel Advisors Llc 39,546 46.43
Western Wealth Management, LLC 4,968 46.30
Advisory Alpha, LLC 4,896 46.36
Carroll Financial Associates, Inc. 321 52.96
Independence Bank of Kentucky 59 50.85
Money Concepts Capital Corp 55 54.55
CoreCap Advisors, LLC
SBK Financial, Inc.
Newbridge Financial Services Group, Inc.
Laurel Wealth Advisors LLC
Qube Research & Technologies Ltd
AE Wealth Management LLC
Ford Financial Group, LLC
Jacobi Capital Management LLC
Cetera Advisors LLC
Gradient Investments LLC
Pinnacle Private Wealth, LLC
Fortis Advisors, LLC
Lido Advisors, LLC
TAP Consulting, LLC
S.C. Financial Services, Inc.
Navigation Wealth Management, Inc.
Spearhead Capital Advisors, Llc
Orion Portfolio Solutions, LLC
Cahill Financial Advisors Inc
Blue Bell Private Wealth Management, Llc
Capital Advisory Group Advisory Services, LLC
Venturi Wealth Management, LLC
Renaissance Technologies Llc
James Reed Financial Services, Inc.
Citigroup Inc
Nations Financial Group Inc, /ia/ /adv
MUFG Americas Holdings Corp
Ironwood Financial, llc
Aspiriant, Llc
Signet Financial Management, Llc
Arkadios Wealth Advisors
Optiver Holding B.V.
Prudential Plc
Amplius Wealth Advisors, LLC
Enterprise Financial Services Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 143,820 36.81 146,839 46.42
Cambridge Investment Research Advisors, Inc. 53,340 36.80 79,026 46.42
Truist Financial Corp 10,327 36.80 10,196 46.39
Wealthfront Advisers Llc 7,977 36.86 6,996 46.46
PSI Advisors, LLC 1,961 36.72 2,873 46.29
Geneos Wealth Management Inc. 1,401 36.40 1,401 46.40
Cordasco Financial Network 1,229 36.62 1,224 46.57
Parkside Financial Bank & Trust 1,186 37.10 1,172 46.08
AdvisorNet Financial, Inc 620 37.10 620 46.77
Sandy Spring Bank 475 35.79 475 46.32
Allworth Financial LP 401 37.41 248 48.39
Spire Wealth Management 388 36.08 756 46.30
GPS Wealth Strategies Group, LLC 355 36.62 355 45.07
North Star Investment Management Corp. 240 37.50 240 45.83
TCI Wealth Advisors, Inc. 142 35.21 142 49.30
Sargent Bickham Lagudis LLC 56 35.71 56 53.57
Bogart Wealth, LLC 40 25.00 40 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthfront Advisers Llc 981 7,977 36.86 6,996 46.46 14.02
Allworth Financial LP 153 401 37.41 248 48.39 61.69
Truist Financial Corp 131 10,327 36.80 10,196 46.39 1.28
Parkside Financial Bank & Trust 14 1,186 37.10 1,172 46.08 1.19
Cordasco Financial Network 5 1,229 36.62 1,224 46.57 0.41
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 25,686 53,340 36.80 79,026 46.42 -32.50
Commonwealth Equity Services, Llc 3,019 143,820 36.81 146,839 46.42 -2.06
PSI Advisors, LLC 912 1,961 36.72 2,873 46.29 -31.74
Spire Wealth Management 368 388 36.08 756 46.30 -48.68
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
Urban Wealth Management, LLC 13,492 36.84
JNBA Financial Advisors 230 34.78
Name Shares PPS
Money Concepts Capital Corp 55 54.55
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 143,820 36.81 146,839 46.42
Truist Financial Corp 10,327 36.80 10,196 46.39
Wealthfront Advisers Llc 7,977 36.86 6,996 46.46
PSI Advisors, LLC 1,961 36.72 2,873 46.29
Geneos Wealth Management Inc. 1,401 36.40 1,401 46.40
Sandy Spring Bank 475 35.79 475 46.32
Spire Wealth Management 388 36.08 756 46.30
GPS Wealth Strategies Group, LLC 355 36.62 355 45.07
North Star Investment Management Corp. 240 37.50 240 45.83
TCI Wealth Advisors, Inc. 142 35.21 142 49.30
Bogart Wealth, LLC 40 25.00 40 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthfront Advisers Llc 981 7,977 36.86 6,996 46.46 14.02
Truist Financial Corp 131 10,327 36.80 10,196 46.39 1.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 3,019 143,820 36.81 146,839 46.42 -2.06
PSI Advisors, LLC 912 1,961 36.72 2,873 46.29 -31.74
Spire Wealth Management 368 388 36.08 756 46.30 -48.68
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