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	341	378.00	388.62	381.50
Previous Quarter	364	385.00	388.63	385.12

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	3	82	26	0	6	10
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	1	2	21	0	6	8
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	352	0.00	0.00	0	0.00	0.00
Previous Quarter	352	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/	988,679	388.63
Janney Montgomery Scott LLC	655,512	388.63
Envestnet Asset Management Inc	595,260	388.63
Raymond James & Associates	545,474	388.63
Truist Financial Corp	496,828	388.63
Equitable Holdings, Inc.	458,194	388.63
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA	458,050	388.63
Morgan Stanley	312,507	388.63
Cerity Partners LLC	191,941	327.50
Signature Estate & Investment Advisors Llc	190,898	294.39
Destination Wealth Management	162,577	388.63
Royal Bank Of Canada	144,877	388.63
LPL Financial LLC	103,324	388.63
UBS Group AG	93,186	388.63
CFS Investment Advisory Services, LLC	74,617
Assetmark, Inc	55,706	388.63
Raymond James Financial Services Advisors, Inc.	54,786	388.73
Pnc Financial Services Group, Inc.	50,074	388.64
Commonwealth Equity Services, Llc	47,718	388.62
Stuart Chaussee & Associates, Inc.	42,704	294.40

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/	988,679	388.63
Janney Montgomery Scott LLC	655,512	388.63
Envestnet Asset Management Inc	595,260	388.63
Raymond James & Associates	545,474	388.63
Truist Financial Corp	496,828	388.63
Equitable Holdings, Inc.	458,194	388.63
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA	458,050	388.63
Morgan Stanley	312,507	388.63
Cerity Partners LLC	191,941	327.50
Signature Estate & Investment Advisors Llc	172,421	388.62
Brouwer & Janachowski, LLC	163,913	403.65
Destination Wealth Management	162,577	388.63
Royal Bank Of Canada	144,877	388.63
LPL Financial LLC	103,324	388.63
UBS Group AG	93,186	388.63
CFS Investment Advisory Services, LLC	74,617
Assetmark, Inc	55,706	388.63
Raymond James Financial Services Advisors, Inc.	54,786	388.73
Pnc Financial Services Group, Inc.	50,074	388.64
Commonwealth Equity Services, Llc	47,718	388.62

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Benjamin F. Edwards & Company, Inc.	537	389.20
Westside Investment Management, Inc.	472
Win Advisors, Inc	0

Recent Quarter 82 Institutes closed out their positions

Name	Shares	PPS
Brouwer & Janachowski, LLC	163,913	403.65
Moors & Cabot, Inc.	20,000	1.40
Homrich & Berg	17,342	403.64
Altshuler Shaham Ltd	15,358	388.66
Bbva Usa	8,603	403.58
Polaris Wealth Advisory Group, LLC	1,375	376.00
Parallel Advisors, LLC	732	394.81
Red Door Wealth Management, LLC	593	387.86
Westside Investment Management, Inc.	552
Benjamin F. Edwards & Company, Inc.	537	389.20
Carroll Financial Associates, Inc.	160	443.75
IFP Advisors, Inc	113	442.48
GoalVest Advisory LLC	20	400.00
EP Wealth Advisors, Inc.
Renaissance Technologies Llc
Pinnacle Bancorp, Inc.
Jaffetilchin Investment Partners, LLC
Jordan Park Group LLC
Win Advisors, Inc
Bingham Osborn & Scarborough Llc
Creative Financial Designs Inc /adv
Capital Advisory Group Advisory Services, LLC
Clarus Wealth Advisors
JGP Wealth Management, LLC
Mid Atlantic Financial Management Inc/adv
Banco Bilbao Vizcaya Argentaria, S.a.
Vigilant Capital Management, LLC
Cullen/frost Bankers, Inc.
PRW Wealth Management LLC
Eastover Investment Advisors LLC
Peapack Gladstone Financial Corp
Better Money Decisions, LLC
Antonetti Capital Management LLC
Jones Financial Companies Lllp
Trexquant Investment LP
Aries Wealth Management
Capital One Financial Corp
Prescott Group Capital Management, L.l.c.
JNBA Financial Advisors
Wolverine Trading, Llc
Citizens Financial Group Inc/ri
Walled Lake Planning & Wealth Management, Llc
Apollon Wealth Management, LLC
Chevy Chase Trust Holdings, Inc.
WestEnd Advisors, LLC
Willow Creek Wealth Management Inc.
Baldrige Asset Management LLC
People's United Financial, Inc.
Tower Research Capital LLC (TRC)
Cahill Financial Advisors Inc
Masso Torrence Wealth Management Inc.
Adviser Investments LLC
Osterweis Capital Management Inc
BlueSky Wealth Advisors, LLC
Appleton Partners Inc/ma
Calton & Associates, Inc.
Qube Research & Technologies Ltd
Phoenix Wealth Advisors
Castle Rock Wealth Management, LLC
Fsb Premier Wealth Management, Inc.
Arkadios Wealth Advisors
Congress Wealth Management LLC / DE /
Wolverine Trading, Llc
Kovack Advisors, Inc.
Gsa Capital Partners Llp
Wolverine Trading, Llc
True Link Financial Advisors, LLC
Asio Capital, LLC
Huntington National Bank
Ibex Wealth Advisors
Rinkey Investments
Marshall Wace, Llp
Simon Quick Advisors, Llc
Point Break Capital Management, LLC
Cranbrook Wealth Management, LLC
Pflug Koory, LLC
Parkside Financial Bank & Trust
WESPAC Advisors, LLC
Clearview Wealth Advisors LLC
Jane Street Group, Llc
Mutual Advisors, LLC
Parametric Portfolio Associates Llc

Recent Quarter 26 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Signature Estate & Investment Advisors Llc	190,898	294.39	172,421	388.62
Stuart Chaussee & Associates, Inc.	42,704	294.40	42,970	388.62
HB Wealth Management, LLC	14,032	294.40	17,830	388.61
Cambridge Investment Research Advisors, Inc.	13,512	294.40	19,733	388.64
Transform Wealth, LLC	9,334	294.41	8,998	388.64
Transcend Wealth Collective, Llc	8,241	294.38	7,956	388.64
Private Advisor Group, LLC	7,057	294.46	8,416	388.55
Raymond James Trust N.a.	3,898	294.25	3,962	388.44
Webster Bank, N. A.	3,623	294.51	7,094	388.64
Marcum Wealth, LLC	2,274	294.20	2,120	388.68
Bard Financial Services, Inc.	1,875	294.40	1,875	388.80
Pinnacle Private Wealth, LLC	1,570	294.27	1,570	388.54
Murphy Capital Management Inc	1,455	294.16	1,555	388.42
Grassi Investment Management	1,166	294.17	1,166	388.51
First National Bank of South Miami	1,080	294.44	1,080	388.89
Community Trust & Investment Co	991	294.65	957	388.71
Capital Market Strategies LLC	755	294.04	755	388.08
SOA Wealth Advisors, LLC.	719	293.46	540	387.04
Bank of New Hampshire	700	294.29	700	388.57
Burleson & Company, LLC	488	295.08	682	388.56

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Signature Estate & Investment Advisors Llc	18,477	190,898	294.39	172,421	388.62	10.72
Transform Wealth, LLC	336	9,334	294.41	8,998	388.64	3.73
Transcend Wealth Collective, Llc	285	8,241	294.38	7,956	388.64	3.58
SOA Wealth Advisors, LLC.	179	719	293.46	540	387.04	33.15
Marcum Wealth, LLC	154	2,274	294.20	2,120	388.68	7.26
Community Trust & Investment Co	34	991	294.65	957	388.71	3.55

Recent Quarter 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	6,221	13,512	294.40	19,733	388.64	-31.53
HB Wealth Management, LLC	3,798	14,032	294.40	17,830	388.61	-21.30
Webster Bank, N. A.	3,471	3,623	294.51	7,094	388.64	-48.93
Private Advisor Group, LLC	1,359	7,057	294.46	8,416	388.55	-16.15
AdvisorNet Financial, Inc	288	10	300.00	298	389.26	-96.64
Stuart Chaussee & Associates, Inc.	266	42,704	294.40	42,970	388.62	-0.62
Burleson & Company, LLC	194	488	295.08	682	388.56	-28.45
Murphy Capital Management Inc	100	1,455	294.16	1,555	388.42	-6.43
Raymond James Trust N.a.	64	3,898	294.25	3,962	388.44	-1.62
Covington Capital Management	55	4	250.00	59	389.83	-93.22

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Jane Street Group, Llc	0

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 1 New Institutes added position

Name	Shares	PPS
Westside Investment Management, Inc.	472

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Red Door Wealth Management, LLC	593	387.86
Polaris Wealth Advisory Group, LLC	1,375	376.00

Past Week 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Signature Estate & Investment Advisors Llc	190,898	294.39	172,421	388.62
Stuart Chaussee & Associates, Inc.	42,704	294.40	42,970	388.62
HB Wealth Management, LLC	14,032	294.40	17,830	388.61
Cambridge Investment Research Advisors, Inc.	13,512	294.40	19,733	388.64
Transform Wealth, LLC	9,334	294.41	8,998	388.64
Transcend Wealth Collective, Llc	8,241	294.38	7,956	388.64
Private Advisor Group, LLC	7,057	294.46	8,416	388.55
Raymond James Trust N.a.	3,898	294.25	3,962	388.44
Webster Bank, N. A.	3,623	294.51	7,094	388.64
Marcum Wealth, LLC	2,274	294.20	2,120	388.68
Pinnacle Private Wealth, LLC	1,570	294.27	1,570	388.54
Murphy Capital Management Inc	1,455	294.16	1,555	388.42
Grassi Investment Management	1,166	294.17	1,166	388.51
First National Bank of South Miami	1,080	294.44	1,080	388.89
Community Trust & Investment Co	991	294.65	957	388.71
Capital Market Strategies LLC	755	294.04	755	388.08
SOA Wealth Advisors, LLC.	719	293.46	540	387.04
Burleson & Company, LLC	488	295.08	682	388.56
Atticus Wealth Management, Llc	74	297.30	74	391.89
Pittenger & Anderson Inc	65	292.31	65	384.62
Allworth Financial LP	51	294.12	51	392.16

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Signature Estate & Investment Advisors Llc	18,477	190,898	294.39	172,421	388.62	10.72
Transform Wealth, LLC	336	9,334	294.41	8,998	388.64	3.73
Transcend Wealth Collective, Llc	285	8,241	294.38	7,956	388.64	3.58
SOA Wealth Advisors, LLC.	179	719	293.46	540	387.04	33.15
Marcum Wealth, LLC	154	2,274	294.20	2,120	388.68	7.26
Community Trust & Investment Co	34	991	294.65	957	388.71	3.55

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	6,221	13,512	294.40	19,733	388.64	-31.53
HB Wealth Management, LLC	3,798	14,032	294.40	17,830	388.61	-21.30
Webster Bank, N. A.	3,471	3,623	294.51	7,094	388.64	-48.93
Private Advisor Group, LLC	1,359	7,057	294.46	8,416	388.55	-16.15
Stuart Chaussee & Associates, Inc.	266	42,704	294.40	42,970	388.62	-0.62
Burleson & Company, LLC	194	488	295.08	682	388.56	-28.45
Murphy Capital Management Inc	100	1,455	294.16	1,555	388.42	-6.43
Raymond James Trust N.a.	64	3,898	294.25	3,962	388.44	-1.62

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