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 211 14531.00 45.30 3050.44
Previous Quarter 229 267.00 37.76 58.76

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 20 69 12 143 58 62
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 0 0 0 1 0 1
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 23,720,958 0.00 0.00 0 0.00 0.00
Previous Quarter 13,111,628 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
BlackRock Inc. 12,531,581 45.29
BlackRock Inc. 11,189,377
BESSEMER GROUP INC 4,146,608
Morgan Stanley 1,673,506 45.29
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,316,856 45.29
Jpmorgan Chase & Co 1,178,950 45.29
55i, Llc 1,149,445 37.76
Karpus Management, Inc. 643,653 45.29
UBS Group AG 614,590 45.29
Royal Bank Of Canada 517,896 45.29
Checchi Capital Advisers, LLC 393,821 45290.01
State Street Corp 228,643 45.29
Mirae Asset Global Investments Co., Ltd. 228,643 45.29
Willis Johnson & Associates, Inc. 220,122 45290.07
Wells Fargo & Company/mn 218,845 45.29
Bank Of America Corp /de/ 206,717 45.29
Jane Street Group, Llc 183,536 45.29
Wealthsource Partners, Llc 167,002 45290.00
Prudential Plc 165,600 45290.00
Silvercrest Asset Management Group Llc 146,400 45.29

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
BlackRock Inc. 13,111,628 37.76
Morgan Stanley 1,610,163 37.76
55i, Llc 1,149,445 37.76
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 881,784 37.76
Karpus Management, Inc. 786,576 37.76
UBS Group AG 611,389 37.76
Royal Bank Of Canada 535,167 37.76
Willis Johnson & Associates, Inc. 252,757 37.76
Bank Of America Corp /de/ 210,481 37.76
Wells Fargo & Company/mn 205,886 37.76
Wealthsource Partners, Llc 187,103 37.76
Prudential Plc 182,300 37.76
State Street Corp 165,832 37.76
Mirae Asset Global Investments Co., Ltd. 155,253 37.76
Silvercrest Asset Management Group Llc 146,400 37.76
One Wealth Advisors, LLC 144,975 37.76
Zurich Insurance Group Ltd/FI 111,930 37.54
Ronald Blue Trust, Inc. 109,229 42.71
Trustmark National Bank Trust Department 108,707 37.76
Integrated Wealth Concepts LLC 107,124 37.76

 

Recent Quarter Analysis

Name Shares PPS
BESSEMER GROUP INC 4,146,608
LaSalle St. Investment Advisors, LLC 56,607 0.05
Barry Investment Advisors, LLC 54,354 45290.41
Hoxton Planning & Management, LLC 26,171 45289.86
Cetera Advisor Networks LLC 22,173 45.28
Integris Wealth Management, LLC 14,036 45.31
KM Capital Management Ltd. 12,343 45.29
Mill Creek Capital Advisors, LLC 6,080 45.23
LGT Financial Advisors LLC 5,435 45.26
Personal Cfo Solutions, Llc 4,598 45.24
U.S. Capital Wealth Advisors, LLC 1,954 45.04
Colonial Trust Advisors 753 45.15
Glass Jacobson Investment Advisors llc 600 45.00
Patriot Investment Management Inc. 380 50.00
JDM Financial Group LLC 314 45219.75
Belpointe Asset Management LLC 139 45287.77
Colonial Trust Co / SC 100 50.00
GWM Advisors LLC 10
Gordian Capital Singapore Pte Ltd 1 1000.00
Gladstone Institutional Advisory LLC 0
Name Shares PPS
Cetera Investment Advisers 41,460 37.77
Verity Asset Management, Inc. 40,092 0.02
CAPROCK Group, Inc. 17,000 37.76
MetLife Investment Management, LLC 13,419 36258.66
Raymond James Financial Services Advisors, Inc. 6,356 37.76
Cutler Group LP 1,300 6.15
Bnp Paribas Arbitrage, Sa 1,010 37.62
Ellis Investment Partners, LLC 920 36.96
Hanson & Doremus Investment Management 300 36.67
Castle Wealth Management Llc 250 36.00
Armor Investment Advisors, LLC 200 40.00
MUFG Americas Holdings Corp 125 40.00
O'Dell Group, LLC 3
Aurora Private Wealth, Inc.
Simplex Trading, Llc
Southern Wealth Management, LLP
Oppenheimer & Co Inc
Johnson Investment Counsel Inc
Css Llc/il
Mml Investors Services, Llc
Mogy Joel R Investment Counsel Inc
Neuberger Berman Group LLC
Boston Private Wealth Llc
Kanawha Capital Management Llc
Elm Advisors, Llc
Consilium Wealth Advisory, LLC
Snowden Capital Advisors LLC
American Institute for Advanced Investment Management, LLP
J.w. Cole Advisors, Inc.
Steward Partners Investment Advisory, Llc
Truist Financial Corp
CIBC World Markets Inc.
Rise Advisors, LLC
Western Wealth Management, LLC
Lincoln National Corp
Cetera Advisors LLC
USA Financial Portformulas Corp
Missouri Trust & Investment Co
Gemmer Asset Management LLC
Meristem Family Wealth, LLC
Patten Group, Inc.
Koshinski Asset Management, Inc.
Laird Norton Trust Company, Llc
Atlas Private Wealth Management
Ahrens Investment Partners LLC
Hrt Financial Lp
Cookson Peirce & Co Inc
Cambridge Investment Research Advisors, Inc.
Franklin Resources Inc
Naviter Wealth, LLC
Marshall Wace, Llp
Widmann Financial Services, Inc.
Banco Bilbao Vizcaya Argentaria, S.a.
Sargent Bickham Lagudis LLC
B, B, H, & B Inc.
Samalin Investment Counsel, LLC
Joseph P. Lucia & Associates, LLC
Brookfield Asset Management Inc.
Huntington National Bank
Sheets Smith Wealth Management
Gyl Financial Synergies, Llc
Retirement Planning Co of New England, Inc.
Linscomb & Williams, Inc.
Stonebridge Capital Advisors LLC
Gladstone Institutional Advisory LLC
Proequities, Inc.
Avantax Advisory Services, Inc.
RPg Family Wealth Advisory, LLC
Prospera Financial Services Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Zurich Insurance Group Ltd/FI 124,480 37.54 111,930 37.54
Integrated Wealth Concepts LLC 108,727 0.05 107,124 37.76
Ronald Blue Trust, Inc. 54,684 37.76 109,229 42.71
Fisher Asset Management, LLC 32,375 0.03 32,773 37.77
Thrivent Financial For Lutherans 26,956 0.04 24,778 37.78
Commonwealth Equity Services, Llc 11,115 0.09 11,535 37.71
Rockefeller Capital Management L.P. 8,143 6,707 37.72
Laurel Wealth Advisors, Inc. 7,001 9,099 37.81
Mariner, LLC 5,421 7,543 37.78
Sierra Capital LLC 5,002 5,002 37.78
Renaissance Technologies Llc 4,800 6,600 37.73
IFP Advisors, Inc 302 302 43.05
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 12,531,581 45.29 13,111,628 37.76
Morgan Stanley 1,673,506 45.29 1,610,163 37.76
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,316,856 45.29 881,784 37.76
Jpmorgan Chase & Co 1,178,950 45.29 68,390 37.77
Karpus Management, Inc. 643,653 45.29 786,576 37.76
UBS Group AG 614,590 45.29 611,389 37.76
Royal Bank Of Canada 517,896 45.29 535,167 37.76
Checchi Capital Advisers, LLC 393,821 45290.01 89,244 37.76
State Street Corp 228,643 45.29 165,832 37.76
Mirae Asset Global Investments Co., Ltd. 228,643 45.29 155,253 37.76
Willis Johnson & Associates, Inc. 220,122 45290.07 252,757 37.76
Wells Fargo & Company/mn 218,845 45.29 205,886 37.76
Bank Of America Corp /de/ 206,717 45.29 210,481 37.76
Jane Street Group, Llc 183,536 45.29 101,779 37.76
Wealthsource Partners, Llc 167,002 45290.00 187,103 37.76
Prudential Plc 165,600 45290.00 182,300 37.76
Silvercrest Asset Management Group Llc 146,400 45.29 146,400 37.76
Old Mission Capital Llc 142,719 45.29 0
Flow Traders U.s. Llc 139,071 0.04 0
One Wealth Advisors, LLC 134,786 45.29 144,975 37.76
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jpmorgan Chase & Co 1,110,560 1,178,950 45.29 68,390 37.77 1623.86
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 435,072 1,316,856 45.29 881,784 37.76 49.34
Checchi Capital Advisers, LLC 304,577 393,821 45290.01 89,244 37.76 341.29
Old Mission Capital Llc 142,719 142,719 45.29 0 0.00
Flow Traders U.s. Llc 139,071 139,071 0.04 0 0.00
Citadel Advisors Llc 111,437 111,437 45.29 0 0.00
Jane Street Group, Llc 81,757 183,536 45.29 101,779 37.76 80.33
Mirae Asset Global Investments Co., Ltd. 73,390 228,643 45.29 155,253 37.76 47.27
Morgan Stanley 63,343 1,673,506 45.29 1,610,163 37.76 3.93
State Street Corp 62,811 228,643 45.29 165,832 37.76 37.88
Susquehanna International Group, Llp 25,268 25,268 45.27 0 0.00
Conservest Capital Advisors, Inc. 15,167 15,167 45289.64 0 0.00
Wells Fargo & Company/mn 12,959 218,845 45.29 205,886 37.76 6.29
Zurich Insurance Group Ltd/FI 12,550 124,480 37.54 111,930 37.54 11.21
ASB Consultores, LLC 8,676 17,352 45.30 8,676 37.81 100.00
Hsbc Holdings Plc 6,105 18,687 45.27 12,582 37.75 48.52
Citigroup Inc 5,483 7,607 45.35 2,124 37.66 258.15
Envestnet Asset Management Inc 5,238 5,238 45.25 0 0.00
Lee Financial Co 5,085 13,120 45290.02 8,035 37.71 63.29
Keebeck Wealth Management, LLC 4,756 43,901 45.28 39,145 37.76 12.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
BlackRock Inc. 580,047 12,531,581 45.29 13,111,628 37.76 -4.42
Karpus Management, Inc. 142,923 643,653 45.29 786,576 37.76 -18.17
Ronald Blue Trust, Inc. 54,545 54,684 37.76 109,229 42.71 -49.94
Willis Johnson & Associates, Inc. 32,635 220,122 45290.07 252,757 37.76 -12.91
Stelac Advisory Services LLC 28,560 58,706 45.29 87,266 37.76 -32.73
Intercontinental Wealth Advisors, LLC 23,929 40,187 45289.99 64,116 37.76 -37.32
Wealthsource Partners, Llc 20,101 167,002 45290.00 187,103 37.76 -10.74
Royal Bank Of Canada 17,271 517,896 45.29 535,167 37.76 -3.23
Prudential Plc 16,700 165,600 45290.00 182,300 37.76 -9.16
W Advisors, Llc 11,162 5,901 45.25 17,063 37.74 -65.42
One Wealth Advisors, LLC 10,189 134,786 45.29 144,975 37.76 -7.03
Tcwp Llc 10,111 47,044 45.30 57,155 37.76 -17.69
True Link Financial Advisors, LLC 10,016 19,356 45289.99 29,372 37.76 -34.10
Robertson Stephens Wealth Management, LLC 8,791 32,146 45.29 40,937 37.74 -21.47
Pnc Financial Services Group, Inc. 7,508 59,174 45.29 66,682 37.76 -11.26
First Republic Investment Management, Inc. 7,505 25,964 45.29 33,469 37.77 -22.42
CIBC Asset Management Inc 7,413 54,314 45.29 61,727 37.76 -12.01
Northwestern Mutual Wealth Management Co 6,570 6,363 45.26 12,933 37.73 -50.80
Blair William & Co/il 4,861 3,087 45.35 7,948 37.75 -61.16
Cypress Wealth Services, LLC 4,002 32,423 45290.01 36,425 38.22 -10.99
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 1,300
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
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Metlife Inc 12,206 45.39 13,419 37.86
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Metlife Inc 1,213 12,206 45.39 13,419 37.86 -9.04
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