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 161 1784.00 5.73 572.02
Previous Quarter 166 54.00 5.77 12.89

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 18 53 59 41 39 42
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 0 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 8,410,974 5.73
MORGAN STANLEY 5,787,764
UBS Group AG 4,144,731 5.73
Bank Of America Corp /de/ 2,759,336 5.73
Wells Fargo & Company/mn 1,575,599 5.73
Advisors Asset Management, Inc. 1,206,936 5.73
Ameriprise Financial Inc 723,828 5.73
Advisor Group Holdings, Inc. 628,759 5.73
Flagship Harbor Advisors, Llc 613,671 5730.00
LPL Financial LLC 400,770 5.73
Shaker Financial Services, LLC 267,476 5.73
Royal Bank Of Canada 259,630 5.73
WealthTrust Axiom LLC 255,944 5730.01
Cetera Advisors LLC 253,699 5.73
Captrust Financial Advisors 242,676 5.73
Centaurus Financial, Inc. 237,187 5.73
Roman Butler Fullerton & Co 232,134 6500.00
Samalin Investment Counsel, LLC 208,702 5.73
Cohen & Steers Closed-end Opportunity Fund, Inc. 204,482 5.77
Raymond James Financial Services Advisors, Inc. 188,437 5730.07

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 9,793,538 5.77
Parametric Portfolio Associates Llc 8,105,435 9.04
UBS Group AG 3,862,378 5.77
Bank Of America Corp /de/ 2,993,233 5.77
Wells Fargo & Company/mn 1,900,262 5.77
Advisors Asset Management, Inc. 1,405,991 5.77
Ameriprise Financial Inc 720,526 5.77
Flagship Harbor Advisors, Llc 593,796 5.77
Advisor Group Holdings, Inc. 332,223 5.77
Royal Bank Of Canada 326,994 5.77
LPL Financial LLC 317,486 5.77
WealthTrust Axiom LLC 265,227 5.77
Centaurus Financial, Inc. 258,954 5.77
Cetera Advisors LLC 258,363 5.77
Roman Butler Fullerton & Co 232,072 5.63
Schwarz Dygos Wheeler Investment Advisors Llc 205,725 5.77
Cohen & Steers, Inc. 204,482 5.77
Cohen & Steers Closed-end Opportunity Fund, Inc. 204,482 5.77
Samalin Investment Counsel, LLC 199,927 0.01
Stifel Financial Corp 182,400 5.77

 

Recent Quarter Analysis

Name Shares PPS
MORGAN STANLEY 5,787,764
Wolverine Asset Management Llc 157,228 5730.00
Weiss Asset Management LP 136,718 5.73
Elequin Capital Lp 89,655 5.73
Alpine Global Management, LLC 84,308
Landscape Capital Management, L.l.c. 78,949 5.73
SFI Advisors, LLC 63,515 5.73
Clear Creek Financial Management, LLC 54,000 5730.00
Doliver Advisors, Lp 21,156 5.72
A. D. Beadell Investment Counsel, Inc. 16,000 5.69
Northern Trust Corp 15,276 5.76
Scissortail Wealth Management, LLC 14,800
Future Financial Wealth Managment LLC 14,560 5730.01
Mml Investors Services, Llc 14,158
Occidental Asset Management, LLC 10,040 5729.98
Advisory Services Network, LLC 5,000 5.80
Coppell Advisory Solutions Corp. 2,922 5.82
Sound Income Strategies, LLC 1,602 5729.71
Name Shares PPS
Parametric Portfolio Associates Llc 8,105,435 9.04
Cohen & Steers, Inc. 204,482 5.77
Envestnet Asset Management Inc 22,581 5.76
Quad-Cities Investment Group, LLC 21,849 5.77
Leisure Capital Management 20,000 5.75
WNY Asset Management, LLC 12,885 5.82
Advocate Group Llc 12,579 5.80
GPS Wealth Strategies Group, LLC 12,058 5.81
Checchi Capital Advisers, LLC 10,708 5.79
Oppenheimer & Co Inc 10,072 5.76
Cordasco Financial Network 1,983 7.06
Selective Wealth Management, Inc. 1,410 5.67
Castle Wealth Management Llc 779 5.13
MUFG Americas Holdings Corp 700 5.71
Northwestern Mutual Wealth Management Co 363 5.51
Spectrum Asset Management, Inc. (NB/CA)
Camden Capital, LLC
First Horizon Advisors, Inc.
City Of London Investment Management Co Ltd
Cerity Partners LLC
J.w. Cole Advisors, Inc.
Cetera Investment Advisers
Global Endowment Management, LP
1607 Capital Partners, LLC
Snowden Capital Advisors LLC
Fmr Llc
Geneos Wealth Management Inc.
Retirement Group, LLC
Brinker Capital Investments, LLC
Proequities, Inc.
Shepherd Kaplan Krochuk, Llc
Foster & Motley Inc
AE Wealth Management LLC
Pinnacle Financial Partners Inc
Clough Capital Partners L P
Aspiriant, Llc
Concord Wealth Partners
Clean Yield Group
Ahrens Investment Partners LLC
Wetherby Asset Management Inc
Glenmede Trust Co Na
Claraphi Advisory Network, LLC
Charter Oak Capital Management, LLC
Venture Visionary Partners LLC
Lifeworks Advisors, LLC
Stratos Wealth Partners, LTD.
Virtu Financial LLC
Orion Portfolio Solutions, LLC
Gemmer Asset Management LLC
Confluence Wealth Services, Inc.
Signet Financial Management, Llc
Quantedge Capital Pte Ltd
Segantii Capital Management Ltd
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 8,410,974 5.73 9,793,538 5.77
UBS Group AG 4,144,731 5.73 3,862,378 5.77
Bank Of America Corp /de/ 2,759,336 5.73 2,993,233 5.77
Wells Fargo & Company/mn 1,575,599 5.73 1,900,262 5.77
Advisors Asset Management, Inc. 1,206,936 5.73 1,405,991 5.77
Ameriprise Financial Inc 723,828 5.73 720,526 5.77
Advisor Group Holdings, Inc. 628,759 5.73 332,223 5.77
LPL Financial LLC 400,770 5.73 317,486 5.77
Royal Bank Of Canada 259,630 5.73 326,994 5.77
Cetera Advisors LLC 253,699 5.73 258,363 5.77
Captrust Financial Advisors 242,676 5.73 176,338 5.77
Centaurus Financial, Inc. 237,187 5.73 258,954 5.77
Commonwealth Equity Services, Llc 182,848 0.01 164,248 5.77
Stifel Financial Corp 180,502 5.73 182,400 5.77
Stephens Inc /ar/ 160,564 5.73 180,195 5.77
Rockefeller Capital Management L.P. 157,490 0.01 159,542 5.77
Raymond James & Associates 148,332 5.73 172,940 5.77
Peapack Gladstone Financial Corp 122,974 0.01 143,978 5.77
Cetera Advisor Networks LLC 114,699 5.73 56,835 5.77
Stolper Co 97,875 5.73 158,430 5.77
Name Current Shares Current PPS Previous Shares Previous PPS
Flagship Harbor Advisors, Llc 613,671 5730.00 593,796 5.77
Shaker Financial Services, LLC 267,476 5.73 0
WealthTrust Axiom LLC 255,944 5730.01 265,227 5.77
Roman Butler Fullerton & Co 232,134 6500.00 232,072 5.63
Samalin Investment Counsel, LLC 208,702 5.73 199,927 0.01
Raymond James Financial Services Advisors, Inc. 188,437 5730.07 180,630 5.77
Pacific Wealth Strategies Group, Inc. 162,391 5730.00 131,200 5.77
Schwarz Dygos Wheeler Investment Advisors Llc 153,146 5729.99 205,725 5.77
Cooper Financial Group 151,492 5729.99 140,886 5.77
180 Wealth Advisors, Llc 130,074 6660.02 124,332 5.77
Edmonds Duncan Registered Investment Advisors, LLC 86,224 5730.01 104,552 5.77
Transcend Wealth Collective, Llc 66,031 5730.04 67,137 5.76
Live Oak Private Wealth LLC 54,884 5729.99 54,884 5.78
Dynamic Advisor Solutions LLC 39,897 5730.00 39,570 5.76
Burney Co/ 37,930 5729.95 52,316 5.77
Walleye Capital LLC 30,056 5.72 0
Quattro Financial Advisors Llc 26,170 5.73 25,510
Steward Partners Investment Advisory, Llc 21,704 5.71 25,621
Avantax Advisory Services, Inc. 21,531 5729.88 21,266 5.78
Pinnacle Wealth Planning Services, Inc. 19,920 5730.02 24,024 5.79
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Advisor Group Holdings, Inc. 296,536 628,759 5.73 332,223 5.77 89.26
UBS Group AG 282,353 4,144,731 5.73 3,862,378 5.77 7.31
Shaker Financial Services, LLC 267,476 267,476 5.73 0 0.00
LPL Financial LLC 83,284 400,770 5.73 317,486 5.77 26.23
Captrust Financial Advisors 66,338 242,676 5.73 176,338 5.77 37.62
Cetera Advisor Networks LLC 57,864 114,699 5.73 56,835 5.77 101.81
Pacific Wealth Strategies Group, Inc. 31,191 162,391 5730.00 131,200 5.77 23.77
Walleye Capital LLC 30,056 30,056 5.72 0 0.00
Jpmorgan Chase & Co 20,436 29,101 5.70 8,665 5.77 235.85
Flagship Harbor Advisors, Llc 19,875 613,671 5730.00 593,796 5.77 3.35
Commonwealth Equity Services, Llc 18,600 182,848 0.01 164,248 5.77 11.32
GWM Advisors LLC 14,630 34,262 2.19 19,632 5.81 74.52
Kestra Advisory Services, LLC 14,446 14,446 5.75 0 0.00
Cooper Financial Group 10,606 151,492 5729.99 140,886 5.77 7.53
Samalin Investment Counsel, LLC 8,775 208,702 5.73 199,927 0.01 4.39
Raymond James Financial Services Advisors, Inc. 7,807 188,437 5730.07 180,630 5.77 4.32
Financial Advocates Investment Management 7,461 51,725 5.72 44,264 5.76 16.86
180 Wealth Advisors, Llc 5,742 130,074 6660.02 124,332 5.77 4.62
Nations Financial Group Inc, /ia/ /adv 3,919 17,478 5730.06 13,559 5.75 28.90
Mercer Global Advisors Inc /adv 3,811 17,948 5.74 14,137 5.80 26.96
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 1,382,564 8,410,974 5.73 9,793,538 5.77 -14.12
Wells Fargo & Company/mn 324,663 1,575,599 5.73 1,900,262 5.77 -17.09
Bank Of America Corp /de/ 233,897 2,759,336 5.73 2,993,233 5.77 -7.81
Advisors Asset Management, Inc. 199,055 1,206,936 5.73 1,405,991 5.77 -14.16
ICA Group Wealth Management, LLC 105,058 8,522 5.75 113,580 5.77 -92.50
Royal Bank Of Canada 67,364 259,630 5.73 326,994 5.77 -20.60
Stolper Co 60,555 97,875 5.73 158,430 5.77 -38.22
Schwarz Dygos Wheeler Investment Advisors Llc 52,579 153,146 5729.99 205,725 5.77 -25.56
D.a. Davidson & Co. 41,396 29,384 5.72 70,780 5.76 -58.49
Raymond James & Associates 24,608 148,332 5.73 172,940 5.77 -14.23
Centaurus Financial, Inc. 21,767 237,187 5.73 258,954 5.77 -8.41
Axxcess Wealth Management, Llc 21,326 30,412 5.72 51,738 5.78 -41.22
Peapack Gladstone Financial Corp 21,004 122,974 0.01 143,978 5.77 -14.59
Stephens Inc /ar/ 19,631 160,564 5.73 180,195 5.77 -10.89
Edmonds Duncan Registered Investment Advisors, LLC 18,328 86,224 5730.01 104,552 5.77 -17.53
Burney Co/ 14,386 37,930 5729.95 52,316 5.77 -27.50
Baird Financial Group, Inc. 11,529 14,402 25,931 5.78 -44.46
Atticus Wealth Management, Llc 9,974 9,305 5.70 19,279 7.26 -51.74
WealthTrust Axiom LLC 9,283 255,944 5730.01 265,227 5.77 -3.50
We Are One Seven, LLC 5,595 19,588 5.72 25,183 5.76 -22.22
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
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