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	147	206.00	194.24	211.65
Previous Quarter	150	204.00	194.24	196.81

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	4	26	8	1	3	5
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	3	2	7	1	2	5
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
Wells Fargo & Company/mn	62,413	194.27
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	56,156	187.82
Royal Bank Of Canada	44,953	194.29
Bank Of America Corp /de/	42,640	194.28
Morgan Stanley	41,775	194.25
Brown Advisory Inc	37,106	194.25
EWG Elevate Inc.	33,154	191.65
Raymond James & Associates	30,287	194.27
Adviser Investments LLC	26,361	191.65
LPL Financial LLC	25,048	194.27
Chemung Canal Trust Co	17,544	191.63
Murphy Capital Management Inc	17,447	191.61
Commonwealth Equity Services, Llc	13,206	194.23
Envestnet Asset Management Inc	13,106	194.26
Citadel Advisors Llc	9,622	194.24
UBS Group AG	9,562	194.31
Advisor Group Holdings, Inc.	9,108	1756.59
Steward Partners Investment Advisory, Llc	8,944	0.22
Fisher Asset Management, LLC	8,706	194.23
Janney Montgomery Scott LLC	8,371	194.24

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
Wells Fargo & Company/mn	62,413	194.27
Moors & Cabot, Inc.	55,000	1.07
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	51,762	190.53
Royal Bank Of Canada	44,953	194.29
Bank Of America Corp /de/	42,640	194.28
Morgan Stanley	41,775	194.25
Brown Advisory Inc	37,106	194.25
Raymond James & Associates	30,287	194.27
Adviser Investments LLC	28,466	194.27
LPL Financial LLC	25,048	194.27
Murphy Capital Management Inc	17,625	194.21
Commonwealth Equity Services, Llc	13,206	194.23
Envestnet Asset Management Inc	13,106	194.26
Citadel Advisors Llc	9,622	194.24
UBS Group AG	9,562	194.31
Advisor Group Holdings, Inc.	9,108	1756.59
Steward Partners Investment Advisory, Llc	8,944	0.22
Fisher Asset Management, LLC	8,706	194.23
Janney Montgomery Scott LLC	8,371	194.24
Goldman Sachs Group Inc	8,319	194.25

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
EWG Elevate Inc.	33,154	191.65
Chemung Canal Trust Co	17,544	191.63
Financial Management Professionals, Inc.	4,960	191.73
Brookstone Capital Management	4,956	195.12

Recent Quarter 26 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	55,000	1.07
Koshinski Asset Management, Inc.	404	193.07
IFP Advisors, Inc	256	199.22
First National Bank of South Miami	48	187.50
Patriot Financial Group Insurance Agency, LLC
Wealthstreet Investment Advisors, LLC
Masso Torrence Wealth Management Inc.
Arkadios Wealth Advisors
Manchester Capital Management LLC
Captrust Financial Advisors
Qube Research & Technologies Ltd
Gsa Capital Partners Llp
Cassady Schiller Wealth Management, LLC
Ironwood Financial, llc
Retirement Planning Co of New England, Inc.
Liberty Wealth Management Llc
Barclays Plc
Snowden Capital Advisors LLC
Founders Capital Management
Financial Advisory Service, Inc.
AE Wealth Management LLC
Arlington Financial Advisors, LLC
Cetera Advisors LLC
Roberts Wealth Advisors, LLC
Arkansas Financial Group, Inc.
Huntington National Bank

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	56,156	187.82	51,762	190.53
Adviser Investments LLC	26,361	191.65	28,466	194.27
Murphy Capital Management Inc	17,447	191.61	17,625	194.21
Orion Portfolio Solutions, LLC	3,595	191.66	3,611	194.13
Cambridge Investment Research Advisors, Inc.	1,400	191.43	1,411	194.19
Private Advisor Group, LLC	1,152	191.84	1,255	194.42
Transcend Wealth Collective, Llc	1,124	191.28	1,109	193.87
Allworth Financial LP	512	191.41	512	193.36

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Newbridge Financial Services Group, Inc.	15	200.00	0

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares	4,394	56,156	187.82	51,762	190.53	8.49
Transcend Wealth Collective, Llc	15	1,124	191.28	1,109	193.87	1.35
Newbridge Financial Services Group, Inc.	15	15	200.00	0		0.00

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Adviser Investments LLC	2,105	26,361	191.65	28,466	194.27	-7.39
Murphy Capital Management Inc	178	17,447	191.61	17,625	194.21	-1.01
Private Advisor Group, LLC	103	1,152	191.84	1,255	194.42	-8.21
Orion Portfolio Solutions, LLC	16	3,595	191.66	3,611	194.13	-0.44
Cambridge Investment Research Advisors, Inc.	11	1,400	191.43	1,411	194.19	-0.78

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 3 New Institutes added position

Name	Shares	PPS
EWG Elevate Inc.	33,154	191.65
Financial Management Professionals, Inc.	4,960	191.73
Brookstone Capital Management	4,956	195.12

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
First National Bank of South Miami	48	187.50
Koshinski Asset Management, Inc.	404	193.07

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Adviser Investments LLC	26,361	191.65	28,466	194.27
Murphy Capital Management Inc	17,447	191.61	17,625	194.21
Orion Portfolio Solutions, LLC	3,595	191.66	3,611	194.13
Cambridge Investment Research Advisors, Inc.	1,400	191.43	1,411	194.19
Private Advisor Group, LLC	1,152	191.84	1,255	194.42
Transcend Wealth Collective, Llc	1,124	191.28	1,109	193.87
Allworth Financial LP	512	191.41	512	193.36

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Newbridge Financial Services Group, Inc.	15	200.00	0

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Transcend Wealth Collective, Llc	15	1,124	191.28	1,109	193.87	1.35
Newbridge Financial Services Group, Inc.	15	15	200.00	0		0.00

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Adviser Investments LLC	2,105	26,361	191.65	28,466	194.27	-7.39
Murphy Capital Management Inc	178	17,447	191.61	17,625	194.21	-1.01
Private Advisor Group, LLC	103	1,152	191.84	1,255	194.42	-8.21
Orion Portfolio Solutions, LLC	16	3,595	191.66	3,611	194.13	-0.44
Cambridge Investment Research Advisors, Inc.	11	1,400	191.43	1,411	194.19	-0.78

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