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 157 42.00 42.69 41.54
Previous Quarter 170 43.00 42.69 42.13

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 38 11 0 5 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 0 0 10 0 5 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 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
Bank Of America Corp /de/ 1,261,663 42.69
First Republic Investment Management, Inc. 400,734 42.69
UBS Group AG 337,564 42.69
LPL Financial LLC 221,342 42.69
Lvm Capital Management Ltd/mi 190,125 35.03
Wharton Business Group, LLC 189,076 42.69
Wealthcare Advisory Partners LLC 173,859 42.69
Lido Advisors, LLC 166,933 42.69
Morgan Stanley 139,171 42.69
Amarillo National Bank 136,898 35.03
Commonwealth Equity Services, Llc 128,292 42.68
Cambridge Investment Research Advisors, Inc. 125,951 35.03
Goldman Sachs Group Inc 117,238 42.69
Sierra Capital LLC 117,113 42.69
Susquehanna International Group, Llp 83,706 42.69
Ameriprise Financial Inc 81,504 42.67
Royal Bank Of Canada 81,413 42.70
Crescent Grove Advisors, LLC 76,905 42.69
Trinity Legacy Partners, LLC 65,508 36.56
Retirement Capital Strategies 59,735 42.00

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/ 1,261,663 42.69
First Republic Investment Management, Inc. 400,734 42.69
UBS Group AG 337,564 42.69
LPL Financial LLC 221,342 42.69
Lvm Capital Management Ltd/mi 194,126 42.69
Wharton Business Group, LLC 189,076 42.69
Wealthcare Advisory Partners LLC 173,859 42.69
Lido Advisors, LLC 166,933 42.69
Cambridge Investment Research Advisors, Inc. 140,204 42.69
Morgan Stanley 139,171 42.69
Amarillo National Bank 136,735 42.69
Commonwealth Equity Services, Llc 128,292 42.68
Goldman Sachs Group Inc 117,238 42.69
Sierra Capital LLC 117,113 42.69
Susquehanna International Group, Llp 83,706 42.69
Ameriprise Financial Inc 81,504 42.67
Royal Bank Of Canada 81,413 42.70
Crescent Grove Advisors, LLC 76,905 42.69
Trinity Legacy Partners, LLC 65,164 42.69
Retirement Capital Strategies 59,735 42.00

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Moors & Cabot, Inc. 20,000 1.00
Citadel Advisors Llc 15,649 42.69
Heritage Wealth Management, Llc 5,917 43.43
IFP Advisors, Inc 5,124 44.11
Carroll Financial Associates, Inc. 343 43.73
Citigroup Inc
AllSquare Wealth Management LLC
Advisory Services Network, LLC
Fifth Third Bancorp
Sound Income Strategies, LLC
Envestnet Asset Management Inc
Brookstone Capital Management
First Hawaiian Bank
Wagner Wealth Management, Llc
First National Bank of South Miami
Snowden Capital Advisors LLC
Advisor OS, LLC
Arkadios Wealth Advisors
Flagship Private Wealth, LLC
Cornerstone Wealth Management, LLC
Proequities, Inc.
S.C. Financial Services, Inc.
Wolf Group Capital Advisors
Capital Asset Advisory Services LLC
Jacobi Capital Management LLC
Captrust Financial Advisors
CoreCap Advisors, LLC
Spearhead Capital Advisors, Llc
Peregrine Asset Advisers, Inc.
Koshinski Asset Management, Inc.
Cetera Advisor Networks LLC
Ironwood Financial, llc
Migdal Insurance & Financial Holdings Ltd.
Marshall Wace, Llp
Royal Harbor Partners, LLC
SRS Capital Advisors, Inc.
Mutual Advisors, LLC
Baldrige Asset Management LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Lvm Capital Management Ltd/mi 190,125 35.03 194,126 42.69
Amarillo National Bank 136,898 35.03 136,735 42.69
Cambridge Investment Research Advisors, Inc. 125,951 35.03 140,204 42.69
Trinity Legacy Partners, LLC 65,508 36.56 65,164 42.69
ARS Investment Partners, LLC 15,017 35.03 15,000 42.67
Mascoma Wealth Management LLC 2,989 35.13 2,989 42.82
Bank of New Hampshire 820 35.37 820 42.68
SOA Wealth Advisors, LLC. 583 34.31 582 41.24
Global Retirement Partners, LLC 403 34.74 402 34.83
Allworth Financial LP 248 36.29 248 44.35
Cordasco Financial Network 70 28.57 70 42.86
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Trinity Legacy Partners, LLC 344 65,508 36.56 65,164 42.69 0.53
Amarillo National Bank 163 136,898 35.03 136,735 42.69 0.12
ARS Investment Partners, LLC 17 15,017 35.03 15,000 42.67 0.11
Global Retirement Partners, LLC 1 403 34.74 402 34.83 0.25
SOA Wealth Advisors, LLC. 1 583 34.31 582 41.24 0.17
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 14,253 125,951 35.03 140,204 42.69 -10.17
Lvm Capital Management Ltd/mi 4,001 190,125 35.03 194,126 42.69 -2.06
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
Lvm Capital Management Ltd/mi 190,125 35.03 194,126 42.69
Amarillo National Bank 136,898 35.03 136,735 42.69
Cambridge Investment Research Advisors, Inc. 125,951 35.03 140,204 42.69
Trinity Legacy Partners, LLC 65,508 36.56 65,164 42.69
ARS Investment Partners, LLC 15,017 35.03 15,000 42.67
Mascoma Wealth Management LLC 2,989 35.13 2,989 42.82
SOA Wealth Advisors, LLC. 583 34.31 582 41.24
Global Retirement Partners, LLC 403 34.74 402 34.83
Allworth Financial LP 248 36.29 248 44.35
Cordasco Financial Network 70 28.57 70 42.86
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Trinity Legacy Partners, LLC 344 65,508 36.56 65,164 42.69 0.53
Amarillo National Bank 163 136,898 35.03 136,735 42.69 0.12
ARS Investment Partners, LLC 17 15,017 35.03 15,000 42.67 0.11
SOA Wealth Advisors, LLC. 1 583 34.31 582 41.24 0.17
Global Retirement Partners, LLC 1 403 34.74 402 34.83 0.25
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 14,253 125,951 35.03 140,204 42.69 -10.17
Lvm Capital Management Ltd/mi 4,001 190,125 35.03 194,126 42.69 -2.06
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