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 232 90.00 90.98 89.96
Previous Quarter 244 90.00 91.00 90.01

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 44 18 0 8 5
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 2 12 0 5 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
Destination Wealth Management 674,522 91.00
Prudential Financial Inc 454,509 91.00
Bank Of America Corp /de/ 408,719 91.00
Morgan Stanley 366,255 91.00
LPL Financial LLC 211,130 91.00
Envestnet Asset Management Inc 206,707 91.00
Royal Bank Of Canada 165,037 91.00
Lbmc Investment Advisors, Llc 123,367 85.60
Commonwealth Equity Services, Llc 105,503 90.99
Country Club Trust Company, n.a. 90,919 88.03
Country Club Bank /gfn 90,257 91.11
Raymond James Financial Services Advisors, Inc. 78,633 91.01
Ameriprise Financial Inc 73,660 90.12
Schroder Investment Management Group 60,455 91.11
Advisor Group Holdings, Inc. 53,803 90.40
Cambridge Investment Research Advisors, Inc. 46,072 85.61
UBS Group AG 46,071 90.99
Wells Fargo & Company/mn 44,254 91.00
Truist Financial Corp 43,814 91.00
Brookstone Capital Management 42,731 85.35

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
Destination Wealth Management 674,522 91.00
Prudential Financial Inc 454,509 91.00
Bank Of America Corp /de/ 408,719 91.00
Morgan Stanley 366,255 91.00
LPL Financial LLC 211,130 91.00
Envestnet Asset Management Inc 206,707 91.00
Royal Bank Of Canada 165,037 91.00
Lbmc Investment Advisors, Llc 122,831 91.00
Commonwealth Equity Services, Llc 105,503 90.99
Cardan Capital Partners, LLC 101,769 78.94
Country Club Trust Company, n.a. 90,919 88.03
Country Club Bank /gfn 90,257 91.11
Raymond James Financial Services Advisors, Inc. 78,633 91.01
Ameriprise Financial Inc 73,660 90.12
Brookstone Capital Management 69,111 92.55
Schroder Investment Management Group 60,455 91.11
Advisor Group Holdings, Inc. 53,803 90.40
Green Harvest Asset Management LLC 50,614 78.93
UBS Group AG 46,071 90.99
Wells Fargo & Company/mn 44,254 91.00

 

Recent Quarter Analysis

Name Shares PPS
Tsfg, Llc 350 85.71
True North Advisors, LLC 0
Name Shares PPS
Cardan Capital Partners, LLC 101,769 78.94
Green Harvest Asset Management LLC 50,614 78.93
Mid Atlantic Financial Management Inc/adv 2,577 78.77
Raymond James Trust N.a. 2,304 91.15
First Financial Bank - Trust Division 2,200 90.91
Koshinski Asset Management, Inc. 342 90.64
IFP Advisors, Inc 120 83.33
Carroll Financial Associates, Inc. 50 80.00
True North Advisors, LLC
Tranquility Partners, LLC
Baldrige Asset Management LLC
Tortoise Investment Management, LLC
Bingham Osborn & Scarborough Llc
Wealthstar Advisors, Llc
Emerald Investment Partners, Llc
Huntington National Bank
Benjamin F. Edwards & Company, Inc.
First Horizon Advisors, Inc.
F3Logic, LLC
Atlas Private Wealth Advisors
Moloney Securities Asset Management, LLC
Charter Oak Capital Management, LLC
Retirement Planning Co of New England, Inc.
Kowal Investment Group, LLC
Bessemer Group Inc
Covington Capital Management
Paragon Capital Management Ltd
Stonebridge Financial Planning Group, LLC
Kore Private Wealth LLC
Avantax Advisory Services, Inc.
Segantii Capital Management Ltd
Bank of New York Mellon Corp
Ironwood Financial, llc
Signature Securities Group Corporation
Dynamic Advisor Solutions LLC
Boston Private Wealth Llc
Fifth Third Securities, Inc.
Ibex Wealth Advisors
Capital Analysts, Inc.
Vontobel Holding Ltd.
Banque Cantonale Vaudoise
Lenox Wealth Advisors, LLC
CoreCap Advisors, LLC
Brown Advisory Securities, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Lbmc Investment Advisors, Llc 123,367 85.60 122,831 91.00
Cambridge Investment Research Advisors, Inc. 46,072 85.61 21,031 91.01
Brookstone Capital Management 42,731 85.35 69,111 92.55
Connecticut Wealth Management, LLC 28,400 85.60 28,400 90.99
Private Advisor Group, LLC 21,433 85.62 21,332 90.99
First Citizens Financial Corp 16,915 85.60 17,184 91.01
Evanson Asset Management, LLC 9,621 85.65 9,621 91.05
Capital Investment Advisors, LLC 8,839 85.64 8,654 91.06
Independence Bank of Kentucky 6,859 85.58 7,514 91.03
Pinnacle Private Wealth, LLC 6,828 85.53 7,072 91.06
Murphy Capital Management Inc 6,266 85.54 6,266 90.97
First Heartland Consultants, Inc. 5,714 85.58 5,712 90.86
Bard Financial Services, Inc. 4,700 85.53 4,700 91.06
Allworth Financial LP 1,360 85.29 1,358 91.31
AdvisorNet Financial, Inc 899 85.65 757 91.15
SOA Wealth Advisors, LLC. 544 84.56 1,088 90.99
Sugarloaf Wealth Management, LLC 325 86.15 325 92.31
Global Retirement Partners, LLC 183 87.43 183 92.90
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. 25,041 46,072 85.61 21,031 91.01 119.07
Arkadios Wealth Advisors 2,546 5,646 3,100 82.13
Lbmc Investment Advisors, Llc 536 123,367 85.60 122,831 91.00 0.44
Capital Investment Advisors, LLC 185 8,839 85.64 8,654 91.06 2.14
AdvisorNet Financial, Inc 142 899 85.65 757 91.15 18.76
Private Advisor Group, LLC 101 21,433 85.62 21,332 90.99 0.47
Allworth Financial LP 2 1,360 85.29 1,358 91.31 0.15
First Heartland Consultants, Inc. 2 5,714 85.58 5,712 90.86 0.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 26,380 42,731 85.35 69,111 92.55 -38.17
Independence Bank of Kentucky 655 6,859 85.58 7,514 91.03 -8.72
SOA Wealth Advisors, LLC. 544 544 84.56 1,088 90.99 -50.00
First Citizens Financial Corp 269 16,915 85.60 17,184 91.01 -1.57
Pinnacle Private Wealth, LLC 244 6,828 85.53 7,072 91.06 -3.45
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
Tsfg, Llc 350 85.71
Name Shares PPS
Raymond James Trust N.a. 2,304 91.15
Koshinski Asset Management, Inc. 342 90.64
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 46,072 85.61 21,031 91.01
Brookstone Capital Management 42,731 85.35 69,111 92.55
Connecticut Wealth Management, LLC 28,400 85.60 28,400 90.99
Private Advisor Group, LLC 21,433 85.62 21,332 90.99
Evanson Asset Management, LLC 9,621 85.65 9,621 91.05
Pinnacle Private Wealth, LLC 6,828 85.53 7,072 91.06
Murphy Capital Management Inc 6,266 85.54 6,266 90.97
First Heartland Consultants, Inc. 5,714 85.58 5,712 90.86
Allworth Financial LP 1,360 85.29 1,358 91.31
SOA Wealth Advisors, LLC. 544 84.56 1,088 90.99
Sugarloaf Wealth Management, LLC 325 86.15 325 92.31
Global Retirement Partners, LLC 183 87.43 183 92.90
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. 25,041 46,072 85.61 21,031 91.01 119.07
Arkadios Wealth Advisors 2,546 5,646 3,100 82.13
Private Advisor Group, LLC 101 21,433 85.62 21,332 90.99 0.47
Allworth Financial LP 2 1,360 85.29 1,358 91.31 0.15
First Heartland Consultants, Inc. 2 5,714 85.58 5,712 90.86 0.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 26,380 42,731 85.35 69,111 92.55 -38.17
SOA Wealth Advisors, LLC. 544 544 84.56 1,088 90.99 -50.00
Pinnacle Private Wealth, LLC 244 6,828 85.53 7,072 91.06 -3.45
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