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 | 702 | 809.00 | 122.04 | 130.74 |
| Previous Quarter | 742 | 1003.00 | 122.05 | 131.18 |
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 | 7 | 194 | 52 | 4 | 24 | 26 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 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 | 4 | 10 | 34 | 3 | 16 | 18 |
| 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 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 | 1,129,108 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 1,129,108 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Personal Capital Advisors Corp | 5,394,205 | 122.05 |
| Financial Engines Advisors L.L.C. | 4,924,962 | 122.05 |
| CFS Investment Advisory Services, LLC | 4,160,250 | 0.07 |
| Creative Planning | 3,029,194 | 122.05 |
| Bank Of America Corp /de/ | 2,795,264 | 122.05 |
| Jpmorgan Chase & Co | 2,616,982 | 122.05 |
| Charles Schwab Investment Management Inc | 2,260,950 | 122.05 |
| Morgan Stanley | 2,113,174 | 122.05 |
| Assetmark, Inc | 2,018,927 | 122.05 |
| Stifel Financial Corp | 1,847,575 | 122.05 |
| Jane Street Group, Llc | 1,821,737 | 122.05 |
| Ameriprise Financial Inc | 1,814,541 | 122.04 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,650,476 | 122.05 |
| LPL Financial LLC | 1,626,366 | 122.05 |
| Matson Money. Inc. | 1,416,472 | 122.21 |
| Envestnet Asset Management Inc | 1,381,695 | 122.05 |
| FMFIX - Free Market Fixed Income Fund Institutional Class | 1,377,125 | 126.16 |
| Wells Fargo & Company/mn | 1,297,060 | 122.05 |
| ARGI Investment Services, LLC | 1,288,217 | 122.05 |
| SCS Capital Management LLC | 1,204,096 | 122.05 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Personal Capital Advisors Corp | 5,394,205 | 122.05 |
| Financial Engines Advisors L.L.C. | 4,924,962 | 122.05 |
| CFS Investment Advisory Services, LLC | 4,160,250 | 0.07 |
| Creative Planning | 3,029,194 | 122.05 |
| Bank Of America Corp /de/ | 2,795,264 | 122.05 |
| Jpmorgan Chase & Co | 2,616,982 | 122.05 |
| Charles Schwab Investment Management Inc | 2,260,950 | 122.05 |
| Morgan Stanley | 2,113,174 | 122.05 |
| Assetmark, Inc | 2,018,927 | 122.05 |
| Stifel Financial Corp | 1,847,575 | 122.05 |
| Jane Street Group, Llc | 1,821,737 | 122.05 |
| Ameriprise Financial Inc | 1,814,541 | 122.04 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,650,476 | 122.05 |
| LPL Financial LLC | 1,626,366 | 122.05 |
| Matson Money. Inc. | 1,416,472 | 122.21 |
| Envestnet Asset Management Inc | 1,381,695 | 122.05 |
| FMFIX - Free Market Fixed Income Fund Institutional Class | 1,377,125 | 126.16 |
| Wells Fargo & Company/mn | 1,297,060 | 122.05 |
| ARGI Investment Services, LLC | 1,288,217 | 122.05 |
| SCS Capital Management LLC | 1,204,096 | 122.05 |
| Name | Shares | PPS |
|---|---|---|
| Dock Street Asset Management Inc | 57,803 | 119.34 |
| Foundations Investment Advisors, LLC | 14,128 | 119.62 |
| Juncture Wealth Strategies, Llc | 4,690 | 119.40 |
| Flagship Harbor Advisors, Llc | 3,730 | 119.30 |
| E&G Advisors, LP | 2,439 | 119.31 |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 1,861 | 119.29 |
| ACG Wealth | 15 | 133.33 |
| Name | Shares | PPS |
|---|---|---|
| NorthCoast Asset Management LLC | 183,078 | 130.32 |
| DeGreen Capital Management LLC | 145,491 | 130.17 |
| Cardan Capital Partners, LLC | 97,921 | 130.17 |
| ULTRA SERIES FUND - Moderate Allocation Fund Class I | 79,527 | 130.17 |
| MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B | 62,155 | 129.05 |
| Susquehanna International Group, Llp | 56,700 | 122.05 |
| Raub Brock Capital Management LP | 35,710 | 122.04 |
| Peak Financial Advisors Llc | 29,979 | 122.05 |
| Moors & Cabot, Inc. | 25,000 | 1.00 |
| Bbva Usa | 17,415 | 130.18 |
| One + One Wealth Management, Llc | 16,046 | 122.02 |
| Psagot Investment House Ltd. | 13,219 | 130.19 |
| MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B | 12,876 | 129.08 |
| ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 10,435 | 130.14 |
| CLFLX - CLS Flexible Income Fund Class N Shares | 10,000 | 129.00 |
| Cedar Capital, Llc | 9,820 | 130.14 |
| Mid Atlantic Financial Management Inc/adv | 9,729 | 130.13 |
| MENV - AdvisorShares FolioBeyond Smart Core Bond ETF | 7,314 | 130.16 |
| EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 6,067 | 130.21 |
| Hudson Capital Management LLC | 2,150 | 121.86 |
| My Personal CFO, LLC | 2,096 | 122.14 |
| IFP Advisors, Inc | 1,893 | 129.42 |
| Gofen & Glossberg Llc /il/ | 1,688 | 122.04 |
| Parallel Advisors, LLC | 1,322 | 121.79 |
| Exane Derivatives | 1,178 | 122.24 |
| Koshinski Asset Management, Inc. | 492 | 121.95 |
| Carroll Financial Associates, Inc. | 288 | 128.47 |
| Wealth Quarterback LLC | 200 | |
| Pinnacle Bancorp, Inc. | 174 | 120.69 |
| Herold Advisors, Inc. | 174 | 122045.98 |
| Heritage Wealth Management, Llc | 113 | 132.74 |
| Newbridge Financial Services Group, Inc. | 86 | 116.28 |
| Sound Income Strategies, LLC | 54 | 129.63 |
| HAP Trading, LLC | ||
| ESL Trust Services, LLC | ||
| Astor Investment Management LLC | ||
| Gradient Investments LLC | ||
| Sowa Financial Group, Inc. | ||
| Sprott Inc. | ||
| Choate Investment Advisors | ||
| Investment Research & Advisory Group, Inc. | ||
| High Falls Advisors, Inc | ||
| Tuttle Tactical Management LLC | ||
| SG Americas Securities, LLC | ||
| We Are One Seven, LLC | ||
| Permanens Capital L.P. | ||
| Hirtle Callaghan & Co LLC | ||
| Flagship Private Wealth, LLC | ||
| Invst, LLC | ||
| Jarislowsky, Fraser Ltd | ||
| Dorsey & Whitney Trust CO LLC | ||
| 6 Meridian | ||
| Covestor Ltd | ||
| Huntington National Bank | ||
| Advanced Research Investment Solutions, Llc | ||
| Parisi Gray Wealth Management | ||
| Asset Dedication, LLC | ||
| FLFGX - GLOBAL ALLOCATION FUND Retail Class | ||
| ASTMX - Astor Macro Alternative Fund Class A Shares | ||
| David J Yvars Group | ||
| Investors Financial Group, LLC | ||
| Hc Financial Advisors Inc | ||
| PFG Advisors | ||
| Vanguard Capital Wealth Advisors | ||
| Bank Of Nova Scotia | ||
| HBK Sorce Advisory LLC | ||
| Cornerstone Wealth Management, LLC | ||
| Financial Advisory Service, Inc. | ||
| Csenge Advisory Group | ||
| TD Capital Management LLC | ||
| MONECO Advisors, LLC | ||
| Ford Financial Group, LLC | ||
| Mark Sheptoff Financial Planning, Llc | ||
| Kozak & Associates, Inc. | ||
| Snowden Capital Advisors LLC | ||
| Avidian Wealth Solutions, LLC | ||
| Palladiem, Llc | ||
| Renaissance Technologies Llc | ||
| JMG Financial Group, Ltd. | ||
| Guidance Point Advisors, LLC | ||
| Jackson Wealth Management, LLC | ||
| Clearview Wealth Advisors LLC | ||
| Ccg Wealth Management, Llc | ||
| Charter Trust Co | ||
| Delta Investment Management, LLC | ||
| Leelyn Smith, LLC | ||
| JNBA Financial Advisors | ||
| Fiduciary Trust Co | ||
| Mid-American Wealth Advisory Group, Inc. | ||
| Advisor Resource Council | ||
| Blue Edge Capital, LLC | ||
| Mayflower Financial Advisors, LLC | ||
| Barrett Asset Management, LLC | ||
| One Charles Private Wealth Services, LLC | ||
| Ballentine Partners, LLC | ||
| Northwest Wealth Management, Llc | ||
| Access Financial Services, Inc. | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Cavalier Investments, LLC | ||
| Prelude Capital Management, Llc | ||
| Smart Money Group LLC | ||
| Barclays Plc | ||
| Pfs Investments Inc. | ||
| CoreCap Advisors, LLC | ||
| HighMark Wealth Management LLC | ||
| FLDFX - BALANCED FUND Retail Class | ||
| Ttp Investments, Inc. | ||
| Stelac Advisory Services LLC | ||
| FLDOX - MODERATE ALLOCATION FUND Retail Class | ||
| Savior LLC | ||
| Greystone Financial Group, LLC | ||
| FLBDX - TOTAL RETURN BOND FUND Retail Class | ||
| Sei Investments Co | ||
| St Germain D J Co Inc | ||
| Fifth Third Securities, Inc. | ||
| Jump Financial, LLC | ||
| DB Wealth Management Group, LLC | ||
| Beacon Financial Group | ||
| Vontobel Holding Ltd. | ||
| Dakota Wealth Management | ||
| Joseph P. Lucia & Associates, LLC | ||
| Eastern Bank | ||
| United Capital Financial Advisers, Llc | ||
| True Link Financial Advisors, LLC | ||
| Trust Co Of Vermont | ||
| Cliftonlarsonallen Wealth Advisors, Llc | ||
| IronBridge Private Wealth, LLC | ||
| Lincoln National Corp | ||
| Strategic Wealth Partners Group LLC | ||
| FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | ||
| CENTRAL TRUST Co | ||
| JJJ Advisors Inc. | ||
| Insight Wealth Partners, LLC | ||
| Little House Capital Llc | ||
| Plante Moran Financial Advisors, LLC | ||
| Peak Asset Management, LLC | ||
| Sowell Financial Services LLC | ||
| Hilltop Holdings Inc. | ||
| Ntv Asset Management Llc | ||
| Institutional & Family Asset Management, Llc | ||
| Smith Chas P & Associates Pa Cpas | ||
| Edmond De Rothschild Holding S.a. | ||
| Financial Enhancement Group LLC | ||
| Lazard Asset Management Llc | ||
| Confluence Wealth Services, Inc. | ||
| Hrt Financial Lp | ||
| Dana Investment Advisors, Inc. | ||
| Northern Trust Corp | ||
| Mach-1 Financial Group, Inc. | ||
| Salem Investment Counselors Inc | ||
| TrinityPoint Wealth, LLC | ||
| Stanley-Laman Group, Ltd. | ||
| Country Trust Bank | ||
| WestEnd Advisors, LLC | ||
| Running Point Capital Advisors, LLC | ||
| Townsquare Capital Llc | ||
| St. James Investment Company, LLC | ||
| Frontier Asset Management, LLC | ||
| Arkadios Wealth Advisors | ||
| Strategic Blueprint, LLC | ||
| Kings Point Capital Management | ||
| Integrated Advisors Network LLC | ||
| Beacon Capital Management, Inc. | ||
| Eldridge Investment Advisors, Inc. | ||
| Reilly Financial Advisors, Llc | ||
| Capital Advisory Group Advisory Services, LLC | ||
| Paradigm Financial Partners, Llc | ||
| Total Investment Management Inc | ||
| Wunderlich Securities, Inc. | ||
| Clear Creek Financial Management, LLC | ||
| Harrell Investment Partners, Llc | ||
| Liberty Wealth Management Llc | ||
| Signet Financial Management, Llc | ||
| Windsor Group LTD | ||
| GeoWealth Management, LLC | ||
| GenWealth Group, Inc. | ||
| Spreng Capital Management, Inc. | ||
| Strategic Wealth Advisors Group, LLC | ||
| First National Bank of South Miami | ||
| King Luther Capital Management Corp | ||
| Boothbay Fund Management, Llc | ||
| Pathstone Family Office, Llc | ||
| Bank Hapoalim Bm | ||
| Bessemer Group Inc | ||
| Hnp Capital Llc | ||
| Advisory Alpha, LLC | ||
| Evercore Wealth Management, LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Cohen & Steers, Inc. | ||
| HB Wealth Management, LLC | ||
| Lehman & Derafelo Financial Resources LLC | ||
| AdvisorShares Investments LLC | ||
| AlphaCore Capital LLC | ||
| IHT Wealth Management, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Polaris Wealth Advisory Group, LLC | 332,156 | 119.34 | 146,243 | 120.68 |
| Allworth Financial LP | 227,730 | 119.34 | 168,542 | 122.05 |
| QAI - IQ Hedge Multi-Strategy Tracker ETF | 193,440 | 119.55 | 200,926 | 126.83 |
| Parkside Advisors LLC | 167,798 | 119.34 | 172,996 | 122.05 |
| BNDC - FlexShares Core Select Bond Fund | 160,223 | 119.55 | 17,382 | 126.86 |
| Orion Portfolio Solutions, LLC | 148,619 | 119.34 | 114,986 | 122.05 |
| Alhambra Investment Partners LLC | 148,119 | 119.34 | 158,275 | 122.05 |
| BYLD - iShares Yield Optimized Bond ETF | 145,240 | 119.55 | 25,568 | 126.84 |
| Berkshire Bank | 135,770 | 119.33 | 138,281 | 122.05 |
| Acropolis Investment Management, LLC | 122,408 | 119.34 | 107,870 | 122.05 |
| Capital Investment Services of America, Inc. | 77,010 | 119.34 | 55,335 | 128.67 |
| MA Private Wealth | 73,393 | 119.44 | 30,245 | 122.04 |
| Krilogy Financial LLC | 53,914 | 119.34 | 65,006 | 122.05 |
| Bridge Advisory, LLC | 53,473 | 119.41 | 63,496 | 122.05 |
| Boltwood Capital Management | 47,377 | 119.34 | 20,402 | 122.05 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 | 42,200 | 119.55 | 42,200 | 126.82 |
| Summit Financial Group, Inc. | 37,938 | 119.35 | 38,524 | 122.05 |
| DFHY - TrimTabs Donoghue Forlines Tactical High Yield ETF | 37,834 | 119.55 | 73,656 | 126.83 |
| Cambridge Investment Research Advisors, Inc. | 37,150 | 119.33 | 50,297 | 122.05 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 | 33,000 | 119.55 | 33,000 | 126.82 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Northstar Advisory Group, LLC | 184,730 | 119.34 | 0 | |
| Carnegie Capital Asset Management, LLC | 30,837 | 130.53 | 33,308 | 122.04 |
| Transcend Wealth Collective, Llc | 2,761 | 119.16 | 0 | |
| AdvisorNet Financial, Inc | 367 | 119.89 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Boothbay Fund Management, Llc | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Dock Street Asset Management Inc | 57,803 | 119.34 |
| Juncture Wealth Strategies, Llc | 4,690 | 119.40 |
| Flagship Harbor Advisors, Llc | 3,730 | 119.30 |
| ACG Wealth | 15 | 133.33 |
| Name | Shares | PPS |
|---|---|---|
| Pinnacle Bancorp, Inc. | 174 | 120.69 |
| Exane Derivatives | 1,178 | 122.24 |
| Hudson Capital Management LLC | 2,150 | 121.86 |
| Gofen & Glossberg Llc /il/ | 1,688 | 122.04 |
| Newbridge Financial Services Group, Inc. | 86 | 116.28 |
| Sound Income Strategies, LLC | 54 | 129.63 |
| Herold Advisors, Inc. | 174 | 122045.98 |
| Peak Financial Advisors Llc | 29,979 | 122.05 |
| One + One Wealth Management, Llc | 16,046 | 122.02 |
| Koshinski Asset Management, Inc. | 492 | 121.95 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Polaris Wealth Advisory Group, LLC | 332,156 | 119.34 | 146,243 | 120.68 |
| Allworth Financial LP | 227,730 | 119.34 | 168,542 | 122.05 |
| Parkside Advisors LLC | 167,798 | 119.34 | 172,996 | 122.05 |
| Orion Portfolio Solutions, LLC | 148,619 | 119.34 | 114,986 | 122.05 |
| Alhambra Investment Partners LLC | 148,119 | 119.34 | 158,275 | 122.05 |
| Berkshire Bank | 135,770 | 119.33 | 138,281 | 122.05 |
| Acropolis Investment Management, LLC | 122,408 | 119.34 | 107,870 | 122.05 |
| MA Private Wealth | 73,393 | 119.44 | 30,245 | 122.04 |
| Krilogy Financial LLC | 53,914 | 119.34 | 65,006 | 122.05 |
| Bridge Advisory, LLC | 53,473 | 119.41 | 63,496 | 122.05 |
| Cambridge Investment Research Advisors, Inc. | 37,150 | 119.33 | 50,297 | 122.05 |
| Centennial Wealth Advisory LLC | 31,246 | 119.34 | 34,336 | 122.06 |
| Danda Trouve Investment Management, Inc. | 24,518 | 119.34 | 24,266 | 122.06 |
| Private Advisor Group, LLC | 22,888 | 119.32 | 7,813 | 122.10 |
| Global Retirement Partners, LLC | 16,878 | 119.33 | 17,573 | 120.70 |
| Brookstone Capital Management | 14,898 | 118.81 | 28,079 | 120.16 |
| Ritholtz Wealth Management | 14,467 | 119.31 | 164,201 | 122.05 |
| Raymond James Trust N.a. | 13,760 | 119.33 | 2,858 | 122.11 |
| McKinley Carter Wealth Services, Inc. | 12,645 | 119.34 | 14,367 | 122.09 |
| Stonehearth Capital Management, LLC | 12,044 | 0.08 | 4,906 | 0.20 |
| Pacific Financial Group Inc | 11,040 | 119.38 | 12,462 | 122.05 |
| Unconventional Investor, LLC | 9,710 | 119.36 | 11,178 | 122.03 |
| Omega Financial Group, LLC | 9,390 | 119.38 | 9,390 | 122.04 |
| Burleson & Company, LLC | 8,049 | 119.39 | 5,779 | 121.99 |
| Rockland Trust Co | 6,174 | 119.37 | 6,177 | 122.07 |
| Kathleen S. Wright Associates Inc. | 6,022 | 119.40 | 5,937 | 122.12 |
| BerganKDV Wealth Management, LLC | 5,875 | 119.32 | 6,444 | 121.97 |
| Spectrum Planning & Advisory Services Inc. | 3,384 | 119.39 | 3,335 | 122.04 |
| Strid Group, LLC | 3,138 | 119.18 | 3,138 | 122.05 |
| RGT Wealth Advisors, LLC | 2,023 | 119.13 | 1,861 | 121.98 |
| Transform Wealth, LLC | 1,974 | 119.55 | 1,997 | 122.18 |
| Cedar Mountain Advisors, LLC | 1,613 | 119.03 | 27,744 | 122.04 |
| Strategic Asset Management, LLC | 844 | 119.67 | 844 | 122.04 |
| Cordasco Financial Network | 240 | 120.83 | 39 | 128.21 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Northstar Advisory Group, LLC | 184,730 | 119.34 | 0 | |
| Carnegie Capital Asset Management, LLC | 30,837 | 130.53 | 33,308 | 122.04 |
| Transcend Wealth Collective, Llc | 2,761 | 119.16 | 0 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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