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 204 82.00 83.28 82.52
Previous Quarter 198 442.00 77.85 77.87

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 22 52 5 117 56 47
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 2 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 11 5 2 61 20 32
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 1 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
Morgan Stanley 841,235 83.28
Wells Fargo & Company/mn 472,888 83.28
Bank Of America Corp /de/ 268,767 83.28
SPC Financial, Inc. 236,968 83.28
UBS Group AG 210,818 83.28
Ameriprise Financial Inc 186,145 83.61
Royal Bank Of Canada 179,969 83.28
Stifel Financial Corp 165,833 83.28
Commonwealth Equity Services, Llc 138,053 83.28
Mml Investors Services, Llc 137,162 83.28
Envestnet Asset Management Inc 135,092 83.28
Advisory Services Network, LLC 134,413 83.28
Goldman Sachs Group Inc 118,476 83.28
Advisor Group Holdings, Inc. 115,074 83.28
Raymond James Financial Services Advisors, Inc. 112,608 83.28
Citadel Advisors Llc 91,600 77.85
Raymond James & Associates 91,593 83.29
Citadel Advisors Llc 83,972 77.85
Susquehanna International Group, Llp 83,000 83.28
LPL Financial LLC 79,295 83.28

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
Morgan Stanley 942,960 77.85
Wells Fargo & Company/mn 562,472 77.85
Bank Of America Corp /de/ 309,353 77.85
SPC Financial, Inc. 238,539 77.85
Ameriprise Financial Inc 211,617 77.85
Royal Bank Of Canada 194,128 77.86
UBS Group AG 192,520 77.85
Stifel Financial Corp 188,496 77.85
Commonwealth Equity Services, Llc 139,585 77.85
Advisory Services Network, LLC 136,312 77.85
Envestnet Asset Management Inc 134,679 77.85
Advisor Group Holdings, Inc. 106,159 77.94
Raymond James & Associates 100,232 77.86
Raymond James Financial Services Advisors, Inc. 94,328 77.85
Citadel Advisors Llc 91,600 77.85
Mml Investors Services, Llc 90,169 77.85
Goldman Sachs Group Inc 86,991 77.85
Citadel Advisors Llc 83,972 77.85
Susquehanna International Group, Llp 79,800 77.84
LPL Financial LLC 75,711 77.85

 

Recent Quarter Analysis

Name Shares PPS
Capital CS Group, LLC 18,348 83.28
Wealth Management Partners, LLC 10,000 90.80
D.a. Davidson & Co. 8,446 83.23
Knuff & Co LLC 6,860 83.24
Mariner, LLC 6,069 83.21
Emfo, Llc 5,000 83.20
Riggs Asset Managment Co. Inc. 4,460 83.18
Kestra Advisory Services, LLC 3,125
Bank of New York Mellon Corp 3,084 83.33
L & S Advisors Inc 3,075 83.25
55i, Llc 2,991 83.25
Foundations Investment Advisors, LLC 2,825 83.19
Edge Capital Group, LLC 2,452 83.20
RiverFront Investment Group, LLC 2,430 83.13
Wells Financial Advisors INC 600 83.33
Karlinski Andrew C 455 83.52
Householder Group Estate & Retirement Specialist, LLC 341 82.11
Almanack Investment Partners, LLC. 134 82.09
Tsfg, Llc 90 77.78
Coastal Investment Advisors, Inc. 65 76.92
Name Shares PPS
Jane Street Group, Llc 22,336 77.86
Jane Street Group, Llc 22,336 77.86
Jane Street Group, Llc 22,336 77.86
J.w. Cole Advisors, Inc. 16,002 77.87
Renaissance Technologies Llc 11,700 77.86
Sigma Planning Corp 8,105 77.85
Old Mission Capital Llc 7,646 77.82
Advisor Resource Council 5,927 77.78
Raub Brock Capital Management LP 5,000 77.80
Trexquant Investment LP 3,346 77.70
Cooper Financial Group 2,653 78.02
Total Clarity Wealth Management, Inc. 830 78.31
Patriot Financial Group Insurance Agency, LLC 430 76.74
Heritage Financial Services, LLC 15 66.67
Summit Asset Management, LLC
Widmann Financial Services, Inc.
Bank Julius Baer & Co. Ltd, Zurich
Koshinski Asset Management, Inc.
Roman Butler Fullerton & Co
Solstein Capital, LLC
Cwm, Llc
Fulcrum Equity Management
SRS Capital Advisors, Inc.
Ironwood Financial, llc
GPS Wealth Strategies Group, LLC
DAVENPORT & Co LLC
CIBC Asset Management Inc
Tarbox Family Office, Inc.
Prospera Financial Services Inc
Fortitude Advisory Group L.L.C.
Kovack Advisors, Inc.
Johnson Financial Group, Inc.
Bessemer Group Inc
Marshall Wace, Llp
Snowden Capital Advisors LLC
Itau Unibanco Holding S.A.
EWG Elevate Inc.
Flow Traders U.s. Llc
West Branch Capital LLC
Sterling Investment Advisors Llc /adv
Richwood Investment Advisors, LLC
Mascoma Wealth Management LLC
Foresight Capital Management Advisors, Inc.
Beck Capital Management, Llc
Axxcess Wealth Management, Llc
Bnp Paribas Arbitrage, Sa
Atlas Private Wealth Advisors
Evolution Wealth Advisors, LLC
Money Concepts Capital Corp
Barclays Plc
Proequities, Inc.
Hoey Investments, Inc
Name Current Shares Current PPS Previous Shares Previous PPS
IFP Advisors, Inc 19,150 69.30 19,033 69.41
Gill Capital Partners, Llc 6,979 83.25 8,825 84.31
Castleview Partners, Llc 167 83.83 65 53307.69
Rise Advisors, LLC 65 76.92 344 78.49
Geneos Wealth Management Inc. 24 41.67 65 76.92
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 841,235 83.28 942,960 77.85
Wells Fargo & Company/mn 472,888 83.28 562,472 77.85
Bank Of America Corp /de/ 268,767 83.28 309,353 77.85
SPC Financial, Inc. 236,968 83.28 238,539 77.85
UBS Group AG 210,818 83.28 192,520 77.85
Ameriprise Financial Inc 186,145 83.61 211,617 77.85
Royal Bank Of Canada 179,969 83.28 194,128 77.86
Stifel Financial Corp 165,833 83.28 188,496 77.85
Commonwealth Equity Services, Llc 138,053 83.28 139,585 77.85
Mml Investors Services, Llc 137,162 83.28 90,169 77.85
Envestnet Asset Management Inc 135,092 83.28 134,679 77.85
Advisory Services Network, LLC 134,413 83.28 136,312 77.85
Goldman Sachs Group Inc 118,476 83.28 86,991 77.85
Advisor Group Holdings, Inc. 115,074 83.28 106,159 77.94
Raymond James Financial Services Advisors, Inc. 112,608 83.28 94,328 77.85
Raymond James & Associates 91,593 83.29 100,232 77.86
Susquehanna International Group, Llp 83,000 83.28 79,800 77.84
LPL Financial LLC 79,295 83.28 75,711 77.85
Truist Financial Corp 71,895 83.27 72,056 77.86
Northwestern Mutual Wealth Management Co 60,556 83.28 72,740 77.87
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Mml Investors Services, Llc 46,993 137,162 83.28 90,169 77.85 52.12
Goldman Sachs Group Inc 31,485 118,476 83.28 86,991 77.85 36.19
Cambridge Investment Research Advisors, Inc. 24,598 38,231 83.28 13,633 77.83 180.43
HighTower Advisors, LLC 21,620 27,795 83.04 6,175 77.89 350.12
UBS Group AG 18,298 210,818 83.28 192,520 77.85 9.50
Raymond James Financial Services Advisors, Inc. 18,280 112,608 83.28 94,328 77.85 19.38
Jpmorgan Chase & Co 15,928 51,652 83.29 35,724 77.85 44.59
Oppenheimer & Co Inc 13,993 19,350 83.26 5,357 77.84 261.21
Prudential Financial Inc 9,711 16,141 83.51 6,430 80.09 151.03
Advisor Group Holdings, Inc. 8,915 115,074 83.28 106,159 77.94 8.40
Manufacturers Life Insurance Company, The 7,905 10,902 83.29 2,997 77.74 263.76
Beacon Pointe Advisors, LLC 5,714 11,925 83.27 6,211 77.77 92.00
Saxon Interests, Inc. 5,526 14,031 94.08 8,505 77.84 64.97
Well Done, LLC 4,680 41,251 83.27 36,571 77.85 12.80
AE Wealth Management LLC 4,575 35,053 83.27 30,478 77.86 15.01
Private Advisor Group, LLC 3,811 15,458 83.26 11,647 77.87 32.72
LPL Financial LLC 3,584 79,295 83.28 75,711 77.85 4.73
Guyasuta Investment Advisors Inc 3,380 6,360 83.33 2,980 77.85 113.42
AdvisorNet Financial, Inc 2,774 9,975 83.31 7,201 77.91 38.52
Personal Capital Advisors Corp 2,512 2,512 83.20 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 101,725 841,235 83.28 942,960 77.85 -10.79
Wells Fargo & Company/mn 89,584 472,888 83.28 562,472 77.85 -15.93
Bank Of America Corp /de/ 40,586 268,767 83.28 309,353 77.85 -13.12
Cetera Advisor Networks LLC 34,379 5,498 83.30 39,877 77.84 -86.21
Hrt Financial Lp 28,589 22,437 83.26 51,026 77.84 -56.03
Ameriprise Financial Inc 25,472 186,145 83.61 211,617 77.85 -12.04
Stifel Financial Corp 22,663 165,833 83.28 188,496 77.85 -12.02
Qube Research & Technologies Ltd 18,743 26,145 83.27 44,888 77.86 -41.76
Simplex Trading, Llc 16,095 12,801 83.27 28,896 77.83 -55.70
Royal Bank Of Canada 14,159 179,969 83.28 194,128 77.86 -7.29
Northwestern Mutual Wealth Management Co 12,184 60,556 83.28 72,740 77.87 -16.75
Seacrest Wealth Management, Llc 10,519 2,685 83.43 13,204 77.86 -79.67
Steward Partners Investment Advisory, Llc 9,503 9,445 0.11 18,948 0.05 -50.15
Raymond James & Associates 8,639 91,593 83.29 100,232 77.86 -8.62
Bank Of Montreal /can/ 7,638 250 96.00 7,888 92.93 -96.83
GWM Advisors LLC 6,005 6,942 83.26 12,947 77.86 -46.38
CIBC World Markets Inc. 5,364 21,071 83.29 26,435 77.85 -20.29
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4,960 3,975 83.27 8,935 77.78 -55.51
Meridian Wealth Management, LLC 4,436 3,416 83.14 7,852 77.81 -56.50
Tower Research Capital LLC (TRC) 3,967 5,542 83.36 9,509 77.82 -41.72
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
Cutler Group LP 1,300 6,600 5,300 24.53
Susquehanna International Group, Llp 3,200 83,000 79,800 4.01
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Wolverine Trading, Llc 300 15,400 15,700 -1.91
Name

Past Week Analysis

Name Shares PPS
Mariner, LLC 6,069 83.21
Riggs Asset Managment Co. Inc. 4,460 83.18
Bank of New York Mellon Corp 3,084 83.33
L & S Advisors Inc 3,075 83.25
55i, Llc 2,991 83.25
Edge Capital Group, LLC 2,452 83.20
RiverFront Investment Group, LLC 2,430 83.13
Wells Financial Advisors INC 600 83.33
Karlinski Andrew C 455 83.52
Almanack Investment Partners, LLC. 134 82.09
Powell Investment Advisors, LLC 0
Name Shares PPS
Sigma Planning Corp 8,105 77.85
Jane Street Group, Llc 22,336 77.86
Renaissance Technologies Llc 11,700 77.86
Old Mission Capital Llc 7,646 77.82
Trexquant Investment LP 3,346 77.70
Name Current Shares Current PPS Previous Shares Previous PPS
Castleview Partners, Llc 167 83.83 65 53307.69
Geneos Wealth Management Inc. 24 41.67 65 76.92
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 841,235 83.28 942,960 77.85
Wells Fargo & Company/mn 472,888 83.28 562,472 77.85
Bank Of America Corp /de/ 268,767 83.28 309,353 77.85
UBS Group AG 210,818 83.28 192,520 77.85
Ameriprise Financial Inc 186,145 83.61 211,617 77.85
Royal Bank Of Canada 179,969 83.28 194,128 77.86
Stifel Financial Corp 165,833 83.28 188,496 77.85
Commonwealth Equity Services, Llc 138,053 83.28 139,585 77.85
Mml Investors Services, Llc 137,162 83.28 90,169 77.85
Envestnet Asset Management Inc 135,092 83.28 134,679 77.85
Advisory Services Network, LLC 134,413 83.28 136,312 77.85
Goldman Sachs Group Inc 118,476 83.28 86,991 77.85
Advisor Group Holdings, Inc. 115,074 83.28 106,159 77.94
LPL Financial LLC 79,295 83.28 75,711 77.85
Northwestern Mutual Wealth Management Co 60,556 83.28 72,740 77.87
Jpmorgan Chase & Co 51,652 83.29 35,724 77.85
HighTower Advisors, LLC 27,795 83.04 6,175 77.89
Carret Asset Management, Llc 27,015 83.29 27,740 77.87
Qube Research & Technologies Ltd 26,145 83.27 44,888 77.86
Susquehanna International Group, Llp 24,786 83.27 79,800 77.84
Johnson Investment Counsel Inc 23,481 83.26 23,481 77.85
Hrt Financial Lp 22,437 83.26 51,026 77.84
CIBC World Markets Inc. 21,071 83.29 26,435 77.85
Oppenheimer & Co Inc 19,350 83.26 5,357 77.84
Audent Global Asset Management, LLC 16,283 83.28 19,234 77.83
Strategic Wealth Advisors Group, LLC 16,200 0.06 16,553 0.06
Blair William & Co/il 15,803 83.28 15,803 77.83
Independent Family Office, LLC 14,308 83.31 14,308 77.86
Ameritas Advisory Services, LLC 13,829 83.30 14,825 77.84
Kingsview Wealth Management, LLC 12,015 83.31 14,110 77.82
Beacon Pointe Advisors, LLC 11,925 83.27 6,211 77.77
Parallel Advisors, LLC 9,498 83.28 7,999 77.88
Cypress Asset Management Inc/tx 9,448 83.30 9,348 77.88
Steward Partners Investment Advisory, Llc 9,445 0.11 18,948 0.05
Wolverine Trading, Llc 9,000 83.44 15,700 80.13
Invesco Ltd. 8,170 83.23 7,579 77.85
GWM Advisors LLC 6,942 83.26 12,947 77.86
Endowment Wealth Management, Inc. 6,853 83.32 6,867 77.91
Altfest L J & Co Inc 5,946 83.25 6,113 77.87
Tower Research Capital LLC (TRC) 5,542 83.36 9,509 77.82
Cetera Advisor Networks LLC 5,498 83.30 39,877 77.84
Pensionmark Financial Group, Llc 4,541 83.24 4,541 81.92
Poehling Capital Management, LLC 3,500 83.14 3,500 77.71
Meridian Wealth Management, LLC 3,416 83.14 7,852 77.81
United Capital Financial Advisers, Llc 3,368 83.14 3,068 77.90
First Foundation Advisors 3,323 83.36 3,554 77.94
Summit Trail Advisors, Llc 2,909 83.19 2,909 77.69
Citigroup Inc 2,748 83.33 4,643 77.75
Cresset Asset Management, LLC 2,748 82.97 2,748 77.87
Seacrest Wealth Management, Llc 2,685 83.43 13,204 77.86
Fiduciary Trust Co 2,490 83.53 0
First Horizon Advisors, Inc. 2,439 83.64 2,720 77.94
Credit Suisse Ag/ 2,129 83.14 4,439 77.95
Fmr Llc 1,244 83.60 57 70.18
Tradition Wealth Management, LLC 800 83.75 800 77.50
Tyler-Stone Wealth Management 635 83.46 633 77.41
Allworth Financial LP 335 83.58 335 77.61
Bank Of Montreal /can/ 250 96.00 7,888 92.93
Capital Asset Advisory Services LLC 227 83.70 225 80.00
Founders Financial Alliance, LLC 189 84.66 186 75.27
Howe & Rusling Inc 189 84.66 189 79.37
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Mml Investors Services, Llc 46,993 137,162 83.28 90,169 77.85 52.12
Goldman Sachs Group Inc 31,485 118,476 83.28 86,991 77.85 36.19
HighTower Advisors, LLC 21,620 27,795 83.04 6,175 77.89 350.12
UBS Group AG 18,298 210,818 83.28 192,520 77.85 9.50
Jpmorgan Chase & Co 15,928 51,652 83.29 35,724 77.85 44.59
Oppenheimer & Co Inc 13,993 19,350 83.26 5,357 77.84 261.21
Advisor Group Holdings, Inc. 8,915 115,074 83.28 106,159 77.94 8.40
Beacon Pointe Advisors, LLC 5,714 11,925 83.27 6,211 77.77 92.00
LPL Financial LLC 3,584 79,295 83.28 75,711 77.85 4.73
Fiduciary Trust Co 2,490 2,490 83.53 0 0.00
Parallel Advisors, LLC 1,499 9,498 83.28 7,999 77.88 18.74
Fmr Llc 1,187 1,244 83.60 57 70.18 2082.46
Invesco Ltd. 591 8,170 83.23 7,579 77.85 7.80
Envestnet Asset Management Inc 413 135,092 83.28 134,679 77.85 0.31
United Capital Financial Advisers, Llc 300 3,368 83.14 3,068 77.90 9.78
Castleview Partners, Llc 102 167 83.83 65 53307.69 156.92
Cypress Asset Management Inc/tx 100 9,448 83.30 9,348 77.88 1.07
Founders Financial Alliance, LLC 3 189 84.66 186 75.27 1.61
Tyler-Stone Wealth Management 2 635 83.46 633 77.41 0.32
Capital Asset Advisory Services LLC 2 227 83.70 225 80.00 0.89
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 101,725 841,235 83.28 942,960 77.85 -10.79
Wells Fargo & Company/mn 89,584 472,888 83.28 562,472 77.85 -15.93
Susquehanna International Group, Llp 55,014 24,786 83.27 79,800 77.84 -68.94
Bank Of America Corp /de/ 40,586 268,767 83.28 309,353 77.85 -13.12
Cetera Advisor Networks LLC 34,379 5,498 83.30 39,877 77.84 -86.21
Hrt Financial Lp 28,589 22,437 83.26 51,026 77.84 -56.03
Ameriprise Financial Inc 25,472 186,145 83.61 211,617 77.85 -12.04
Stifel Financial Corp 22,663 165,833 83.28 188,496 77.85 -12.02
Qube Research & Technologies Ltd 18,743 26,145 83.27 44,888 77.86 -41.76
Royal Bank Of Canada 14,159 179,969 83.28 194,128 77.86 -7.29
Northwestern Mutual Wealth Management Co 12,184 60,556 83.28 72,740 77.87 -16.75
Seacrest Wealth Management, Llc 10,519 2,685 83.43 13,204 77.86 -79.67
Steward Partners Investment Advisory, Llc 9,503 9,445 0.11 18,948 0.05 -50.15
Bank Of Montreal /can/ 7,638 250 96.00 7,888 92.93 -96.83
GWM Advisors LLC 6,005 6,942 83.26 12,947 77.86 -46.38
CIBC World Markets Inc. 5,364 21,071 83.29 26,435 77.85 -20.29
Meridian Wealth Management, LLC 4,436 3,416 83.14 7,852 77.81 -56.50
Tower Research Capital LLC (TRC) 3,967 5,542 83.36 9,509 77.82 -41.72
Audent Global Asset Management, LLC 2,951 16,283 83.28 19,234 77.83 -15.34
Credit Suisse Ag/ 2,310 2,129 83.14 4,439 77.95 -52.04
Kingsview Wealth Management, LLC 2,095 12,015 83.31 14,110 77.82 -14.85
Advisory Services Network, LLC 1,899 134,413 83.28 136,312 77.85 -1.39
Citigroup Inc 1,895 2,748 83.33 4,643 77.75 -40.81
Commonwealth Equity Services, Llc 1,532 138,053 83.28 139,585 77.85 -1.10
Ameritas Advisory Services, LLC 996 13,829 83.30 14,825 77.84 -6.72
Carret Asset Management, Llc 725 27,015 83.29 27,740 77.87 -2.61
Strategic Wealth Advisors Group, LLC 353 16,200 0.06 16,553 0.06 -2.13
First Horizon Advisors, Inc. 281 2,439 83.64 2,720 77.94 -10.33
First Foundation Advisors 231 3,323 83.36 3,554 77.94 -6.50
Altfest L J & Co Inc 167 5,946 83.25 6,113 77.87 -2.73
Geneos Wealth Management Inc. 41 24 41.67 65 76.92 -63.08
Endowment Wealth Management, Inc. 14 6,853 83.32 6,867 77.91 -0.20
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
Wolverine Trading, Llc 6,700 9,000 15,700 -42.68
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name