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 51 72.00 74.05 74.05
Previous Quarter 52 73.00 74.05 74.06

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 0 9 3 0 0 0
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 0 0 2 0 0 0
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 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 331,418 74.06
Bank Of America Corp /de/ 262,683 74.06
Mml Investors Services, Llc 139,925 74.06
Wells Fargo & Company/mn 119,771 74.06
UBS Group AG 104,840 74.06
Kesler, Norman & Wride, LLC 95,509 74.06
Mirae Asset Global Investments Co., Ltd. 89,060 74.06
Royal Bank Of Canada 87,940 74.06
Goldman Sachs Group Inc 57,700 74.06
LPL Financial LLC 40,297 74.05
Citadel Advisors Llc 40,116 74.06
Flow Traders U.s. Llc 29,119 74.08
Tower Research Capital LLC (TRC) 28,603 74.05
Susquehanna International Group, Llp 22,018 74.08
Advisor Group Holdings, Inc. 18,155 74.03
Nikulski Financial, Inc. 13,068 74.07
Citigroup Inc 12,034 74.04
Raymond James & Associates 8,723 74.06
Cookson Peirce & Co Inc 8,026 74.01
ESG Planning 7,861 74.04

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 331,418 74.06
Bank Of America Corp /de/ 262,683 74.06
Mml Investors Services, Llc 139,925 74.06
Wells Fargo & Company/mn 119,771 74.06
UBS Group AG 104,840 74.06
Kesler, Norman & Wride, LLC 95,509 74.06
Mirae Asset Global Investments Co., Ltd. 89,060 74.06
Royal Bank Of Canada 87,940 74.06
Goldman Sachs Group Inc 57,700 74.06
LPL Financial LLC 40,297 74.05
Citadel Advisors Llc 40,116 74.06
Flow Traders U.s. Llc 29,119 74.08
Tower Research Capital LLC (TRC) 28,603 74.05
Susquehanna International Group, Llp 22,018 74.08
Advisor Group Holdings, Inc. 18,155 74.03
Nikulski Financial, Inc. 13,068 74.07
Citigroup Inc 12,034 74.04
Raymond James & Associates 8,723 74.06
Cookson Peirce & Co Inc 8,026 74.01
ESG Planning 7,861 74.04

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp 22,018 74.08
Heritage Wealth Management, Llc 42 71.43
Cetera Investment Advisers
Grandview Asset Management LLC
Barclays Plc
Proequities, Inc.
Qube Research & Technologies Ltd
Lakeview Capital Partners, LLC
Plante Moran Financial Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Optimum Investment Advisors 700 58.57 700 74.29
Tompkins Financial Corp 300 60.00 300 73.33
AdvisorNet Financial, Inc 63 63.49 63 79.37
Name Current Shares Current PPS Previous Shares Previous PPS
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
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Optimum Investment Advisors 700 58.57 700 74.29
Tompkins Financial Corp 300 60.00 300 73.33
Name Current Shares Current PPS Previous Shares Previous PPS
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
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