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	137	281.00	46.45	46.47
Previous Quarter	152	273.00	46.45	46.71

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	1	46	7	1	3	2
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	1	2	7	0	2	2
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	445,946	0.00	0.00	0	0.00	0.00
Previous Quarter	445,946	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
Financial Engines Advisors L.L.C.	12,015,298	46.45
Checchi Capital Advisers, LLC	1,008,035	46.45
Money Design Co.,Ltd.	618,463	40.89
BlackRock Inc.	445,946	46.45
Leuthold Group, Llc	326,621	46.45
Creative Planning	276,850	46.45
Inscription Capital, LLC	273,723	46.45
Mackenzie Financial Corp	250,449	46.45
Morgan Stanley	240,453	46.45
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class	226,925	46.45
Allspring Global Investments Holdings, LLC	155,473	46.45
Envestnet Asset Management Inc	151,378	46.45
Great West Life Assurance Co /can/	146,099	46.41
Family Firm, Inc.	124,851	50.29
UBS Group AG	115,492	46.44
Wells Fargo & Company/mn	112,692	46.45
Verity Asset Management, Inc.	107,112	0.02
Bank Of America Corp /de/	106,996	46.45
TSMAX - Touchstone Dynamic Global Allocation Fund A	101,244	50.29
Aries Wealth Management	98,930	46.45

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
Financial Engines Advisors L.L.C.	12,015,298	46.45
Checchi Capital Advisers, LLC	1,008,035	46.45
Money Design Co.,Ltd.	589,984	46.45
BlackRock Inc.	445,946	46.45
Leuthold Group, Llc	326,621	46.45
Creative Planning	276,850	46.45
Inscription Capital, LLC	273,723	46.45
Mackenzie Financial Corp	250,449	46.45
Morgan Stanley	240,453	46.45
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class	226,925	46.45
Allspring Global Investments Holdings, LLC	155,473	46.45
Envestnet Asset Management Inc	151,378	46.45
Great West Life Assurance Co /can/	146,099	46.41
Family Firm, Inc.	124,851	50.29
UBS Group AG	115,492	46.44
Wells Fargo & Company/mn	112,692	46.45
Verity Asset Management, Inc.	107,112	0.02
Bank Of America Corp /de/	106,996	46.45
TSMAX - Touchstone Dynamic Global Allocation Fund A	101,244	50.29
Omega Financial Group, LLC	98,930	46.45

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
SOA Wealth Advisors, LLC.	2

Recent Quarter 46 Institutes closed out their positions

Name	Shares	PPS
Pure Financial Advisors, Inc.	9,670	46.43
Brookstone Capital Management	9,133	44.78
Homrich & Berg	5,191	51.44
Newbridge Financial Services Group, Inc.	288	45.14
Carroll Financial Associates, Inc.	18
IFP Advisors, Inc	12	83.33
Deutsche Bank Ag\
Northwestern Mutual Wealth Management Co
Jane Street Group, Llc
Pflug Koory, LLC
Great Valley Advisor Group, Inc.
Susquehanna International Group, Llp
Centaurus Financial, Inc.
Enterprise Financial Services Corp
Tradewinds Capital Management, LLC
Vicus Capital
Wealthspire Advisors, LLC
Ferguson Shapiro LLC
Bank Of Nova Scotia
Huntington National Bank
Guidance Point Advisors, LLC
Capital Asset Advisory Services LLC
Resources Investment Advisors, LLC.
Phoenix Wealth Advisors
Meeder Asset Management Inc
Hc Financial Advisors Inc
Proequities, Inc.
Ade, Llc
Barclays Plc
Eaton Vance Management
Trust Co Of Vermont
Global Retirement Partners, LLC
Allianz Asset Management GmbH
National Asset Management, Inc.
Goodwin Investment Advisory
Orion Portfolio Solutions, LLC
Sigma Planning Corp
Private Capital Group, LLC
Wilshire Associates Inc
Exencial Wealth Advisors, Llc
Financial Advisors Network, Inc.
Keel Point, LLC
Beacon Pointe Advisors, LLC
Avion Wealth
Csenge Advisory Group
O'shaughnessy Asset Management, Llc

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	618,463	40.89	589,984	46.45
Omega Financial Group, LLC	77,827	40.89	98,930	46.45
Sumitomo Mitsui DS Asset Management Company, Ltd	56,017	40.90	41,572	46.45
Cambridge Investment Research Advisors, Inc.	22,306	40.89	23,973	46.47
HB Wealth Management, LLC	5,230	40.92	5,230	46.46
Allworth Financial LP	4,707	40.79	4,707	46.53
Gradient Investments LLC	474	40.08	474	46.41

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Upper Left Wealth Management, LLC	16,582	40.89	0

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Money Design Co.,Ltd.	28,479	618,463	40.89	589,984	46.45	4.83
Upper Left Wealth Management, LLC	16,582	16,582	40.89	0		0.00
Sumitomo Mitsui DS Asset Management Company, Ltd	14,445	56,017	40.90	41,572	46.45	34.75

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Omega Financial Group, LLC	21,103	77,827	40.89	98,930	46.45	-21.33
Cambridge Investment Research Advisors, Inc.	1,667	22,306	40.89	23,973	46.47	-6.95

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 1 New Institutes added position

Name	Shares	PPS
SOA Wealth Advisors, LLC.	2

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Newbridge Financial Services Group, Inc.	288	45.14
Brookstone Capital Management	9,133	44.78

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	618,463	40.89	589,984	46.45
Omega Financial Group, LLC	77,827	40.89	98,930	46.45
Sumitomo Mitsui DS Asset Management Company, Ltd	56,017	40.90	41,572	46.45
Cambridge Investment Research Advisors, Inc.	22,306	40.89	23,973	46.47
HB Wealth Management, LLC	5,230	40.92	5,230	46.46
Allworth Financial LP	4,707	40.79	4,707	46.53
Gradient Investments LLC	474	40.08	474	46.41

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
Money Design Co.,Ltd.	28,479	618,463	40.89	589,984	46.45	4.83
Sumitomo Mitsui DS Asset Management Company, Ltd	14,445	56,017	40.90	41,572	46.45	34.75

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Omega Financial Group, LLC	21,103	77,827	40.89	98,930	46.45	-21.33
Cambridge Investment Research Advisors, Inc.	1,667	22,306	40.89	23,973	46.47	-6.95

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