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	173	46.00	40.45	38.96
Previous Quarter	176	47.00	40.45	39.20

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	4	33	9	0	3	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	3	1	6	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	218,655	0.00	0.00	0	0.00	0.00
Previous Quarter	218,655	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/	2,462,948	40.45
Morgan Stanley	1,584,518	40.45
Squarepoint Ops LLC	563,200	31.97
Royal Bank Of Canada	491,377	40.45
Wells Fargo & Company/mn	454,716	40.45
Minichmacgregor Wealth Management, Llc	393,986	35.98
Mml Investors Services, Llc	371,879	40.45
Envestnet Asset Management Inc	359,205	40.45
Family Firm, Inc.	282,351	31.48
Goldman Sachs Group Inc	244,371	40.45
BlackRock Inc.	218,655	40.45
Pnc Financial Services Group, Inc.	218,186	40.45
David R. Rahn & Associates Inc.	204,607	39.12
D.a. Davidson & Co.	191,712	40.45
Sowa Financial Group, Inc.	183,123	0.04
Ameriprise Financial Inc	179,973	40.48
Advisor Group Holdings, Inc.	176,821	40.33
Kesler, Norman & Wride, LLC	166,655	40.45
Raymond James Financial Services Advisors, Inc.	156,897	40.45
Cadent Capital Advisors, LLC	147,744	40.45

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/	2,462,948	40.45
Morgan Stanley	1,584,518	40.45
Minichmacgregor Wealth Management, Llc	576,436	40.45
Squarepoint Ops LLC	563,200	31.97
Royal Bank Of Canada	491,377	40.45
Wells Fargo & Company/mn	454,716	40.45
Mml Investors Services, Llc	371,879	40.45
Envestnet Asset Management Inc	359,205	40.45
Family Firm, Inc.	282,351	31.48
Goldman Sachs Group Inc	244,371	40.45
BlackRock Inc.	218,655	40.45
Pnc Financial Services Group, Inc.	218,186	40.45
David R. Rahn & Associates Inc.	204,607	39.12
D.a. Davidson & Co.	191,712	40.45
Sowa Financial Group, Inc.	183,123	0.04
Ameriprise Financial Inc	179,973	40.48
Advisor Group Holdings, Inc.	176,821	40.33
Kesler, Norman & Wride, LLC	166,655	40.45
Raymond James Financial Services Advisors, Inc.	156,897	40.45
Cadent Capital Advisors, LLC	147,744	40.45

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
Oak Asset Management, LLC	19,149	35.98
First Heartland Consultants, Inc.	5,567	35.93
ACG Wealth	158	37.97
Matrix Private Capital Group Llc	0

Recent Quarter 33 Institutes closed out their positions

Name	Shares	PPS
Calton & Associates, Inc.	17,399	40.40
Bard Financial Services, Inc.	5,505	40.51
Parallel Advisors, LLC	396	40.40
Strategic Blueprint, LLC
Advisory Services Network, LLC
FinTrust Capital Advisors, LLC
Mycio Wealth Partners, Llc
Advisor OS, LLC
FDx Advisors, Inc.
Proequities, Inc.
Wolverine Trading, Llc
Roble, Belko & Company, Inc
Sigma Planning Corp
Jennison Associates Llc
Jacobi Capital Management LLC
Flow Traders U.s. Llc
Advisors Preferred, LLC
Hancock Whitney Corp
Fifth Third Securities, Inc.
Harbour Investments, Inc.
AlphaMark Advisors, LLC
Bnp Paribas Arbitrage, Sa
Two Sigma Securities, Llc
Kistler-Tiffany Companies, LLC
Qube Research & Technologies Ltd
GWM Advisors LLC
Capital Asset Advisory Services LLC
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Jane Street Group, Llc
AMJ Financial Wealth Management
Lakeview Capital Partners, LLC
M Financial Asset Management, Inc.
AdvisorNet Financial, Inc

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Minichmacgregor Wealth Management, Llc	393,986	35.98	576,436	40.45
Pure Financial Advisors, Inc.	83,427	35.98	79,185	40.45
Rothschild Investment Corp /il	35,075	35.98	35,825	40.45
Parkside Financial Bank & Trust	16,036	35.98	16,031	40.42
Cambridge Investment Research Advisors, Inc.	7,853	36.04	90,207	40.45
Global Retirement Partners, LLC	5,069	35.90	5,044	41.63
Tompkins Financial Corp	4,800	36.04	4,800	40.42
Peoples Financial Services Corp.	500	36.00	500	40.00
Covington Capital Management	257	35.02	301	39.87

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Pure Financial Advisors, Inc.	4,242	83,427	35.98	79,185	40.45	5.36
Global Retirement Partners, LLC	25	5,069	35.90	5,044	41.63	0.50
Parkside Financial Bank & Trust	5	16,036	35.98	16,031	40.42	0.03

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Minichmacgregor Wealth Management, Llc	182,450	393,986	35.98	576,436	40.45	-31.65
Cambridge Investment Research Advisors, Inc.	82,354	7,853	36.04	90,207	40.45	-91.29
Rothschild Investment Corp /il	750	35,075	35.98	35,825	40.45	-2.09
Covington Capital Management	44	257	35.02	301	39.87	-14.62

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 3 New Institutes added position

Name	Shares	PPS
Oak Asset Management, LLC	19,149	35.98
First Heartland Consultants, Inc.	5,567	35.93
ACG Wealth	158	37.97

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Calton & Associates, Inc.	17,399	40.40

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Minichmacgregor Wealth Management, Llc	393,986	35.98	576,436	40.45
Rothschild Investment Corp /il	35,075	35.98	35,825	40.45
Parkside Financial Bank & Trust	16,036	35.98	16,031	40.42
Cambridge Investment Research Advisors, Inc.	7,853	36.04	90,207	40.45
Global Retirement Partners, LLC	5,069	35.90	5,044	41.63
Tompkins Financial Corp	4,800	36.04	4,800	40.42

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Global Retirement Partners, LLC	25	5,069	35.90	5,044	41.63	0.50
Parkside Financial Bank & Trust	5	16,036	35.98	16,031	40.42	0.03

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Minichmacgregor Wealth Management, Llc	182,450	393,986	35.98	576,436	40.45	-31.65
Cambridge Investment Research Advisors, Inc.	82,354	7,853	36.04	90,207	40.45	-91.29
Rothschild Investment Corp /il	750	35,075	35.98	35,825	40.45	-2.09

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name