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	322	122.00	50.85	47.38
Previous Quarter	340	304.00	50.86	47.61

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	67	18	3	7	7
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	2	4	15	0	7	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	3,470,702	0.00	0.00	0	0.00	0.00
Previous Quarter	3,470,702	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
Northern Trust Corp	14,230,908	50.86
Aaron Wealth Advisors LLC	6,094,452	19.66
Wells Fargo & Company/mn	6,083,300	50.86
Wells Fargo & Company/mn	4,149,600	50.86
MD Financial Management Inc.	3,471,770	47.59
BlackRock Inc.	3,470,702	50.86
1832 Asset Management L.P.	2,985,393	50.16
Pnc Financial Services Group, Inc.	1,447,976	50.86
Column Capital Advisors, LLC	1,438,717	43.16
Fifth Third Bancorp	1,341,483	50.86
Goldman Sachs Group Inc	1,138,514	50.86
Mariner, LLC	973,016	50.86
Manufacturers Life Insurance Company, The	920,595	50.89
Bank of New York Mellon Corp	671,092	50.86
Macquarie Group Ltd	619,750	50.86
Wealthspire Advisors, LLC	547,019	50.86
Envestnet Asset Management Inc	483,718	50.86
Morgan Stanley	475,370	50.86
Bank Of America Corp /de/	474,630	50.86
UBS Group AG	397,670	50.86

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
Northern Trust Corp	14,230,908	50.86
Aaron Wealth Advisors LLC	6,094,452	19.66
Wells Fargo & Company/mn	6,083,300	50.86
Wells Fargo & Company/mn	4,149,600	50.86
MD Financial Management Inc.	3,471,770	47.59
BlackRock Inc.	3,470,702	50.86
1832 Asset Management L.P.	2,985,393	50.16
Pnc Financial Services Group, Inc.	1,447,976	50.86
Column Capital Advisors, LLC	1,438,717	43.16
Fifth Third Bancorp	1,341,483	50.86
Goldman Sachs Group Inc	1,138,514	50.86
Mariner, LLC	973,016	50.86
Manufacturers Life Insurance Company, The	920,595	50.89
Bank of New York Mellon Corp	671,092	50.86
Macquarie Group Ltd	619,750	50.86
Wealthspire Advisors, LLC	547,019	50.86
Envestnet Asset Management Inc	483,718	50.86
Morgan Stanley	475,370	50.86
Bank Of America Corp /de/	474,630	50.86
UBS Group AG	397,670	50.86

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Arden Trust Co	90,014	46.75
Allworth Financial LP	75	53.33

Recent Quarter 67 Institutes closed out their positions

Name	Shares	PPS
NorthCoast Asset Management LLC	312,299	45.93
First Mercantile Trust Co	251,393	45.90
Citadel Advisors Llc	10,282	50.87
Homrich & Berg	4,545	45.98
Objective Capital Management, LLC	4,060	50.74
Koshinski Asset Management, Inc.	1,182	50.76
Tompkins Financial Corp	647	51.00
IFP Advisors, Inc	645	48.06
Parallel Advisors, LLC	578	50.17
Herold Advisors, Inc.	250	50860.00
Sonora Investment Management, LLC	80	50.00
Optimum Investment Advisors
CoreCap Advisors, LLC
Atlas Capital Advisors Llc
Savior LLC
Monterey Private Wealth, Inc.
Ferris Capital, Llc
SG Americas Securities, LLC
AdvisorNet Financial, Inc
Tranquility Partners, LLC
Old Mission Capital Llc
Clarus Wealth Advisors
Ironwood Financial, llc
S.C. Financial Services, Inc.
Arete Wealth Advisors, LLC
Baystate Wealth Management LLC
Jacobi Capital Management LLC
Citigroup Inc
Stonebridge Financial Planning Group, LLC
Huntington National Bank
Central Bank & Trust Co
Bank Julius Baer & Co. Ltd, Zurich
Kistler-Tiffany Companies, LLC
Banque Cantonale Vaudoise
Federated Hermes, Inc.
Cornerstone Advisory, LLC
Windham Capital Management, LLC
Laird Norton Trust Company, Llc
Eaton Vance Management
Rice Partnership, LLC
Global Trust Asset Management, LLC
Salem Investment Counselors Inc
Tower Research Capital LLC (TRC)
Future Financial Wealth Managment LLC
Personal Wealth Partners
Sowell Financial Services LLC
Pallas Capital Advisors LLC
Confluence Wealth Services, Inc.
Liberty Wealth Management Llc
Snowden Capital Advisors LLC
Murphy Capital Management Inc
ERn Financial, LLC
Strategic Blueprint, LLC
Truist Financial Corp
Ibex Wealth Advisors
Trexquant Investment LP
Sequoia Financial Advisors, LLC
Edmond De Rothschild Holding S.a.
Barclays Plc
Brendel Financial Advisors LLC
Trust Co Of Vermont
BlueCrest Capital Management Ltd
Advisor Resource Council
Proequities, Inc.
Stonnington Group, Llc
Arkadios Wealth Advisors
M&t Bank Corp

Recent Quarter 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Country Trust Bank	285,872	0.05	282,623	0.05
Money Design Co.,Ltd.	250,049	46.75	310,082	50.86
Cambridge Investment Research Advisors, Inc.	80,433	46.75	21,792	50.84
Private Advisor Group, LLC	75,975	46.75	88,934	50.86
Kwmg, Llc	66,692	46.75	66,553	50.86
Archford Capital Strategies, LLC	64,838	0.05	63,014	0.05
BG Investment Services, Inc.	47,418	46.75	44,859	50.87
EFG Asset Management (Americas) Corp.	36,887	46.74	36,216	50.86
Elmwood Wealth Management, Inc.	32,910	46.76	34,185	50.87
HB Wealth Management, LLC	10,208	46.73	10,208	50.84
Bell Bank	8,761	46.80	8,761	50.91
Tsfg, Llc	8,206	46.80	8,202	50.84
Bremer Bank National Association	6,641	46.68	7,389	50.89
S.A. Mason LLC	2,732	46.85	2,732	50.88
City Holding Co	2,330	46.78	2,330	50.64
Global Retirement Partners, LLC	517	46.42	517	50.29
Webster Bank, N. A.	500	46.00	500	50.00
Valley National Advisers Inc	253	47.43	253	51.38

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares	51,857	48.85	55,498	47.24
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1	27,559	48.84	30,584	47.25
MMAFX - AMG FQ Global Risk-Balanced Fund Class Z	6,360	48.90	9,088	47.21

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	58,641	80,433	46.75	21,792	50.84	269.09
Country Trust Bank	3,249	285,872	0.05	282,623	0.05	1.15
BG Investment Services, Inc.	2,559	47,418	46.75	44,859	50.87	5.70
Archford Capital Strategies, LLC	1,824	64,838	0.05	63,014	0.05	2.89
EFG Asset Management (Americas) Corp.	671	36,887	46.74	36,216	50.86	1.85
Kwmg, Llc	139	66,692	46.75	66,553	50.86	0.21
Tsfg, Llc	4	8,206	46.80	8,202	50.84	0.05

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Design Co.,Ltd.	60,033	250,049	46.75	310,082	50.86	-19.36
Private Advisor Group, LLC	12,959	75,975	46.75	88,934	50.86	-14.57
RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares	3,641	51,857	48.85	55,498	47.24	-6.56
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1	3,025	27,559	48.84	30,584	47.25	-9.89
MMAFX - AMG FQ Global Risk-Balanced Fund Class Z	2,728	6,360	48.90	9,088	47.21	-30.02
Elmwood Wealth Management, Inc.	1,275	32,910	46.76	34,185	50.87	-3.73
Bremer Bank National Association	748	6,641	46.68	7,389	50.89	-10.12

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 2 New Institutes added position

Name	Shares	PPS
Arden Trust Co	90,014	46.75
Allworth Financial LP	75	53.33

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	1,182	50.76
Tompkins Financial Corp	647	51.00
Objective Capital Management, LLC	4,060	50.74
Herold Advisors, Inc.	250	50860.00

Past Week 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Country Trust Bank	285,872	0.05	282,623	0.05
Money Design Co.,Ltd.	250,049	46.75	310,082	50.86
Cambridge Investment Research Advisors, Inc.	80,433	46.75	21,792	50.84
Private Advisor Group, LLC	75,975	46.75	88,934	50.86
Kwmg, Llc	66,692	46.75	66,553	50.86
Archford Capital Strategies, LLC	64,838	0.05	63,014	0.05
BG Investment Services, Inc.	47,418	46.75	44,859	50.87
EFG Asset Management (Americas) Corp.	36,887	46.74	36,216	50.86
Elmwood Wealth Management, Inc.	32,910	46.76	34,185	50.87
HB Wealth Management, LLC	10,208	46.73	10,208	50.84
Bell Bank	8,761	46.80	8,761	50.91
Tsfg, Llc	8,206	46.80	8,202	50.84
Global Retirement Partners, LLC	517	46.42	517	50.29
Webster Bank, N. A.	500	46.00	500	50.00
Valley National Advisers Inc	253	47.43	253	51.38

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	58,641	80,433	46.75	21,792	50.84	269.09
Country Trust Bank	3,249	285,872	0.05	282,623	0.05	1.15
BG Investment Services, Inc.	2,559	47,418	46.75	44,859	50.87	5.70
Archford Capital Strategies, LLC	1,824	64,838	0.05	63,014	0.05	2.89
EFG Asset Management (Americas) Corp.	671	36,887	46.74	36,216	50.86	1.85
Kwmg, Llc	139	66,692	46.75	66,553	50.86	0.21
Tsfg, Llc	4	8,206	46.80	8,202	50.84	0.05

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Design Co.,Ltd.	60,033	250,049	46.75	310,082	50.86	-19.36
Private Advisor Group, LLC	12,959	75,975	46.75	88,934	50.86	-14.57
Elmwood Wealth Management, Inc.	1,275	32,910	46.76	34,185	50.87	-3.73

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