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 742 316.00 50.44 137.21
Previous Quarter 782 61.00 60.96 58.19

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 33 225 491 23 177 219
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 4 2 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 1 3 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 2 3 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 507,458 0.00 0.00 0 0.00 0.00
Previous Quarter 549,775 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 4,425,116 50.44
LPL Financial LLC 3,081,831 50.44
Bank Of America Corp /de/ 3,079,672 50.44
Envestnet Asset Management Inc 1,953,633 50.44
UBS Group AG 1,491,414 50.44
Ameriprise Financial Inc 1,482,901 50.45
Wells Fargo & Company/mn 1,453,892 50.44
Assetmark, Inc 1,438,830 50.44
Meitav Dash Investments Ltd 1,099,272 50.21
Fisher Asset Management, LLC 1,022,249 50.44
Royal Bank Of Canada 989,750 50.44
Harel Insurance Investments & Financial Services Ltd. 800,327 50.44
Advisor Group Holdings, Inc. 744,704 50.48
Mirabella Financial Services Llp 678,887 50.47
Commonwealth Equity Services, Llc 642,638 50.44
Td Asset Management Inc 596,600 50.44
Raymond James & Associates 547,741 50.44
Polar Asset Management Partners Inc. 533,100 50.44
BlackRock Inc. 507,458 50.44
Gerber Kawasaki Wealth & Investment Management 411,063 50.44

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 4,057,630 60.96
Bank Of America Corp /de/ 3,029,476 60.96
LPL Financial LLC 3,022,995 60.96
Envestnet Asset Management Inc 1,875,789 60.96
UBS Group AG 1,813,118 60.96
Wells Fargo & Company/mn 1,685,931 60.96
CFS Investment Advisory Services, LLC 1,649,762 0.02
Jpmorgan Chase & Co 1,526,683 60.96
Ameriprise Financial Inc 1,409,108 61.01
Royal Bank Of Canada 1,210,875 60.96
Meitav Dash Investments Ltd 974,939 60.78
Fisher Asset Management, LLC 926,437 60.96
Harel Insurance Investments & Financial Services Ltd. 813,879 60.73
Commonwealth Equity Services, Llc 673,918 60.96
Td Asset Management Inc 596,600 60.96
Raymond James & Associates 577,998 60.96
Advisor Group Holdings, Inc. 572,046 65.61
BlackRock Inc. 549,775 60.96
Mirabella Financial Services Llp 520,207 61.47
Raymond James Financial Services Advisors, Inc. 486,291 60.96

 

Recent Quarter Analysis

Name Shares PPS
Polar Asset Management Partners Inc. 533,100 50.44
Two Sigma Investments, Lp 241,000 50.44
Ulrich Consultants & Investment Group, LLC 115,045 50.44
Two Sigma Advisers, Lp 103,200 50.44
Ergoteles LLC 55,702 50.45
Ascent Group, LLC 34,067 53.75
Forte Asset Management Llc 30,871 50.44
WCG Wealth Advisors LLC 12,804 50.45
M&t Bank Corp 10,038 50.41
Stephens Inc /ar/ 9,070 50.39
Phraction Management LLC 8,666 50.43
Foundations Investment Advisors, LLC 7,881 51.39
ShoreHaven Wealth Partners, LLC 7,199 50.42
Merit Financial Group, LLC 6,487 50.41
Wbi Investments, Inc. 6,177 49.21
Capital Financial Planning, LLC 5,197 50.41
Householder Group Estate & Retirement Specialist, LLC 4,133 50.33
Corbett Road Capital Management, Llc 4,047 50.41
Smithfield Trust Co 3,000 50.67
SG Americas Securities, LLC 2,102 50.43
Name Shares PPS
Aaron Wealth Advisors LLC 484,571 16.40
Janney Capital Management LLC 175,590 60.96
CRTBX - Conquer Risk Tactical Rotation Fund 161,376 65.85
Bullseye Investment Management, LLC 135,848 60.97
HighTower Advisors, LLC 96,929 60.90
HawsGoodwin Investment Management LLC 66,845 65.85
Ameritas Investment Corp 66,636 0.06
Susquehanna International Group, Llp 66,500 60.96
Strategic Wealth Management Inc 64,207 65.85
Boothbay Fund Management, Llc 61,500 60.96
Boothbay Fund Management, Llc 61,500 60.96
Camarda Financial Advisors, LLC 43,499 60.97
Bay Rivers Group 41,186 60.97
Mid Atlantic Financial Management Inc/adv 32,349 62.78
Atria Investments Llc 24,747 60.98
Financial Architects, Inc 23,802 60.96
Financial Sense Advisors, Inc. 22,602 60.97
Professional Planning 20,279 62.77
NEXT Financial Group, Inc 20,110 65.84
Cwm, Llc 19,510 60.94
Buttonwood Financial Group, LLC 19,257 61.07
Cascadia Advisory Services, LLC 16,049 62.81
Teamwork Financial Advisors, LLC 16,018 60.93
Worth Venture Partners, LLC 15,900 60.94
Psagot Investment House Ltd. 13,430 62.77
Paradigm Financial Partners, Llc 11,553 63.10
W Advisors, Llc 10,796 60.95
McMahon Financial Advisors, LLC 10,715 1.03
M&t Bank Corp 10,038 60.97
Ulysses Management LLC 10,000 61.00
Stephens Inc /ar/ 9,307 60.92
Comerica Securities,inc. 8,552 60.92
Relyea Zuckerberg Hanson LLC 8,131 60.39
Eaton Vance Management 8,126 60.92
Castle Rock Wealth Management, LLC 7,831 60.53
McGuire Investment Group, LLC 7,462 60.98
Harbor Financial Services, Llc 7,177 62.84
Moore Capital Management, Lp 7,110 60.90
Williams Financial, LLC 6,942 60.93
True Link Financial Advisors, LLC 6,746 60.92
StrongBox Wealth, LLC 6,378 60.99
Fermata Advisors, LLC 6,011 61.05
Apexium Financial, Lp 5,933 64.22
Eudaimonia Advisors Llc 5,891 60.94
Vivid Financial Management, Inc. 5,816 65.85
Congress Wealth Management LLC / DE / 5,648 61.08
Avestar Capital, LLC 5,495 60.96
Howard Wealth Management, Llc 5,265 60.78
Dentgroup LLC 4,997 61.04
FLC Capital Advisors 4,843 60.91
Liberty Wealth Management Llc 4,532 60.90
1832 Asset Management L.P. 4,529 60.06
Northwest Capital Management Inc 4,396 60.96
Tcwp Llc 4,376 60.79
Lineweaver Wealth Advisors, LLC 4,270 60.89
Valeo Financial Advisors, LLC 4,105 60.90
Jackson Square Capital, Llc 3,846 60.84
Alexandria Capital, LLC 3,844 62.70
Meridian Wealth Advisors, LLC 3,810 60.89
Pinnacle Private Wealth, LLC 3,730 60.86
jvl associates llc 3,716 61.09
NCM Capital Management, LLC 3,700 61.08
First Heartland Consultants, Inc. 3,698 60.84
Cresset Asset Management, LLC 3,688 61.01
Tufton Capital Management 3,685 60.79
Samalin Investment Counsel, LLC 3,680 60.87
Renaissance Investment Group LLC 3,661 54.90
Parcion Private Wealth LLC 3,604 61.04
Bedel Financial Consulting, Inc. 3,534 60.84
Sawtooth Solutions, LLC 3,528 60.94
Howard Financial Services, Ltd. 3,526 60.98
Avidian Wealth Solutions, LLC 3,448 60.90
Rede Wealth, LLC 3,443 60.99
Citizens Financial Group Inc/ri 3,403 60.83
Pensionmark Financial Group, Llc 3,371 60.81
Shufro Rose & Co Llc 3,350 60.90
Wealthspire Advisors, LLC 3,294 61.02
Intrua Financial, LLC 3,284 60.90
Paladin Advisory Group, LLC 2,688 61.38
Fortitude Advisory Group L.L.C. 2,424 61.06
Rowland & Co Investment Counsel/adv 1,830 61.20
Sandy Cove Advisors, LLC 1,328 60.99
Foresight Capital Management Advisors, Inc. 941 60.57
Bellwether Advisors, LLC 768 59.90
AllSquare Wealth Management LLC 696 60.34
Carolinas Wealth Consulting Llc 600 61.67
Siena Capital Llc 564 60.28
Private Capital Group, LLC 456 61.40
McCarthy Asset Management, Inc. 426 61.03
West Financial Advisors, LLC 410 60.98
Carroll Financial Associates, Inc. 360 63.89
Leelyn Smith, LLC 360 61.11
Capital Advisors, Ltd. LLC 220 59.09
Kayne Anderson Rudnick Investment Management Llc 174 63.22
Global Wealth Management Investment Advisory, Inc. 123 56.91
McClarren Financial Advisors, Inc. 120 58.33
Vienna Asset Management LLC 100 60.00
EPG Wealth Management LLC 36 55.56
Bbva Usa 30 66.67
AlphaMark Advisors, LLC 30 66.67
Bessemer Group Inc 27 74.07
Lloyd Advisory Services, LLC. 25 80.00
Tilia Fiduciary Partners, Inc. 20 50.00
JAHSX - James Alpha EHS Fund Class R6 15 66.67
Evolution Wealth Advisors, LLC
Personal Cfo Solutions, Llc
High Net Worth Advisory Group LLC
Mcdonald Partners Llc
Gyon Technologies Capital Management, LP
CHURCHILL MANAGEMENT Corp
HAP Trading, LLC
Oppenheimer Asset Management Inc.
RDA Financial Network
Pallas Capital Advisors LLC
Crabel Capital Management, LLC
F/M Investments LLC
Simplex Trading, Llc
New England Professional Planning Group Inc.
Pennsylvania Capital Management Inc /adv
Market Street Wealth Management Advisors Llc
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Brighton Jones Llc
Cooper Financial Group
Allegheny Financial Group LTD
Crew Capital Management, Ltd.
Karn, Couzens & Associates, Inc.
Mv Capital Management, Inc.
PRW Wealth Management LLC
Johnson Financial Group, Inc.
tru Independence LLC
Marks Wealth, LLC
Phoenix Wealth Advisors
Novare Capital Management Llc
Apeiron RIA LLC
Psagot Value Holdings Ltd. / (Israel)
Breiter Capital Management Inc
Axiom Investment Management LLC
Nan Shan Life Insurance Co., Ltd.
Greenwood Capital Associates Llc
Amplius Wealth Advisors, LLC
Colony Group Llc
Chicago Partners Investment Group LLC
Y-Intercept (Hong Kong) Ltd
Financial Planners of Cleveland, Inc.
DAVENPORT & Co LLC
Valmark Advisers, Inc.
Pettinga Financial Advisors, LLC
Coho Partners, Ltd.
BHF RG Capital Inc.
TERIX - All Terrain Opportunity Fund Institutional Class
Addison Advisors LLC
WESPAC Advisors SoCal, LLC
Leonard Rickey Investment Advisors P.L.L.C.
Atom Investors LP
J. Goldman & Co LP
Rice Partnership, LLC
Colonial River Wealth Management, LLC
Principle Wealth Partners Llc
Optiver Holding B.V.
Red Door Wealth Management, LLC
Two Sigma Securities, Llc
Winch Advisory Services, LLC
Eubel Brady & Suttman Asset Management Inc
Horst & Graben Wealth Management LLC
L & S Advisors Inc
Flagship Harbor Advisors, Llc
Lakeview Capital Partners, LLC
Trexquant Investment LP
J Arnold Wealth Management Co
Firethorn Wealth Partners, Llc
Gunma Bank,Ltd.
StoneX Group Inc.
Midwest Heritage Bank, FSB
Summit Wealth Group, LLC
Mystic Asset Management, Inc.
First Command Advisory Services, Inc.
Jones Financial Companies Lllp
Portfolio Strategies, Inc.
Inscription Capital, LLC
TD Capital Management LLC
Mattern Wealth Management LLC
Absolute Capital Management, LLC
Atwood & Palmer Inc
Sowell Financial Services LLC
Meridian Wealth Partners, LLC
Verity Asset Management, Inc.
Signature Securities Group Corporation
Adviser Investments LLC
Hollencrest Capital Management
Flagship Private Wealth, LLC
Rathbone Brothers plc
Altshuler Shaham Ltd
Kingfisher Capital LLC
Marshall Financial Group LLC
Modus Advisors, LLC
Octavia Wealth Advisors, LLC
Matrix Private Capital Group Llc
Massmutual Trust Co Fsb/adv
Cordant, Inc.
Quattro Financial Advisors Llc
Kalos Management, Inc.
Trust Co Of Vermont
Kistler-Tiffany Companies, LLC
ARGI Investment Services, LLC
Voya Financial Advisors, Inc.
Insight Wealth Strategies, LLC
Concorde Asset Management, LLC
Ford Financial Group, LLC
Point Break Capital Management, LLC
Thomasville National Bank
Bay Harbor Wealth Management, LLC
PFG Advisors
Cookson Peirce & Co Inc
TAP Consulting, LLC
ARS Wealth Advisors Group, LLC
Advisor OS, LLC
Evanson Asset Management, LLC
Candriam Luxembourg S.C.A.
Cinctive Capital Management LP
Reilly Financial Advisors, Llc
Wolverine Trading, Llc
Css Llc/il
Weiss Strategic Interval Fund
Wolverine Trading, Llc
Sutton Place Investors Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 4,425,116 50.44 4,057,630 60.96
LPL Financial LLC 3,081,831 50.44 3,022,995 60.96
Bank Of America Corp /de/ 3,079,672 50.44 3,029,476 60.96
Envestnet Asset Management Inc 1,953,633 50.44 1,875,789 60.96
UBS Group AG 1,491,414 50.44 1,813,118 60.96
Ameriprise Financial Inc 1,482,901 50.45 1,409,108 61.01
Wells Fargo & Company/mn 1,453,892 50.44 1,685,931 60.96
Assetmark, Inc 1,438,830 50.44 96 62.50
Meitav Dash Investments Ltd 1,099,272 50.21 974,939 60.78
Fisher Asset Management, LLC 1,022,249 50.44 926,437 60.96
Royal Bank Of Canada 989,750 50.44 1,210,875 60.96
Harel Insurance Investments & Financial Services Ltd. 800,327 50.44 813,879 60.73
Advisor Group Holdings, Inc. 744,704 50.48 572,046 65.61
Mirabella Financial Services Llp 678,887 50.47 520,207 61.47
Commonwealth Equity Services, Llc 642,638 50.44 673,918 60.96
Td Asset Management Inc 596,600 50.44 596,600 60.96
Raymond James & Associates 547,741 50.44 577,998 60.96
BlackRock Inc. 507,458 50.44 549,775 60.96
Gerber Kawasaki Wealth & Investment Management 411,063 50.44 445,138 60.96
Northeast Financial Consultants Inc 408,508 50.44 448,809 60.96
Name Current Shares Current PPS Previous Shares Previous PPS
Fifth Third Securities, Inc. 115,204 50.44 0
Goodwin Investment Advisory 69,996 50439.97 65,131 60.39
Virtu Financial LLC 45,054 50.45 0
Csenge Advisory Group 36,312 0.06 22,736 0.04
Tudor Investment Corp Et Al 26,227 50.44 0
Summit Financial Group, Inc. 21,235 50.44 0
Journey Strategic Wealth Llc 19,934 50.42 0
CFS Investment Advisory Services, LLC 17,754 50.47 1,649,762 0.02
Renaissance Technologies Llc 16,800 50.42 0
Venture Visionary Partners LLC 13,625 50440.00 13,625 60.92
Quantitative Investment Management, LLC 12,929 50.43 0
Qube Research & Technologies Ltd 12,542 50.47 0
Cutler Group LP 11,600 0.69 2,200 0.45
Millennium Management Llc 8,352 50.41 0
Northern Trust Corp 7,329 50.35 0
Pathstone Family Office, Llc 6,974 50.47 0
Marshall Wace, Llp 6,656 50.48 0
First Horizon Advisors, Inc. 6,593 50.20 0
Wealth Alliance 4,321 50.45 0
Heritage Wealth Management, Llc 1,800 50440.00 1,824 60.86
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Assetmark, Inc 1,438,734 1,438,830 50.44 96 62.50 1498681.25
Morgan Stanley 367,486 4,425,116 50.44 4,057,630 60.96 9.06
Baltimore-Washington Financial Advisors, Inc. 275,694 322,603 50.44 46,909 329.00 587.72
Arete Wealth Advisors, LLC 246,972 254,577 43.40 7,605 61.01 3247.50
Bank Of Montreal /can/ 201,751 237,303 51.44 35,552 61.46 567.48
Jane Street Group, Llc 181,998 185,734 50.44 3,736 61.03 4871.47
Advisor Group Holdings, Inc. 172,658 744,704 50.48 572,046 65.61 30.18
Mirabella Financial Services Llp 158,680 678,887 50.47 520,207 61.47 30.50
Meitav Dash Investments Ltd 124,333 1,099,272 50.21 974,939 60.78 12.75
Fifth Third Securities, Inc. 115,204 115,204 50.44 0 0.00
Fisher Asset Management, LLC 95,812 1,022,249 50.44 926,437 60.96 10.34
Envestnet Asset Management Inc 77,844 1,953,633 50.44 1,875,789 60.96 4.15
Ameriprise Financial Inc 73,793 1,482,901 50.45 1,409,108 61.01 5.24
Wharton Business Group, LLC 66,495 254,136 5.04 187,641 60.96 35.44
Spire Wealth Management 66,453 104,620 50.44 38,167 60.97 174.11
LPL Financial LLC 58,836 3,081,831 50.44 3,022,995 60.96 1.95
Mercer Global Advisors Inc /adv 58,480 305,459 50.44 246,979 60.96 23.68
RiverFront Investment Group, LLC 52,904 280,200 50.44 227,296 60.96 23.28
Stelac Advisory Services LLC 52,876 83,605 50.49 30,729 60.92 172.07
Bank Of America Corp /de/ 50,196 3,079,672 50.44 3,029,476 60.96 1.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
CFS Investment Advisory Services, LLC 1,632,008 17,754 50.47 1,649,762 0.02 -98.92
Jpmorgan Chase & Co 1,181,636 345,047 50.44 1,526,683 60.96 -77.40
UBS Group AG 321,704 1,491,414 50.44 1,813,118 60.96 -17.74
Wells Fargo & Company/mn 232,039 1,453,892 50.44 1,685,931 60.96 -13.76
Royal Bank Of Canada 221,125 989,750 50.44 1,210,875 60.96 -18.26
Truist Financial Corp 169,164 182,181 50.44 351,345 60.96 -48.15
Raymond James Financial Services Advisors, Inc. 100,759 385,532 50.44 486,291 60.96 -20.72
Kestra Private Wealth Services, Llc 94,146 61,049 0.05 155,195 0.06 -60.66
Mason & Associates Inc 74,550 64,668 50.44 139,218 60.96 -53.55
Migdal Insurance & Financial Holdings Ltd. 70,028 5,495 50.41 75,523 60.99 -92.72
Diversified, LLC 62,551 89,400 50.44 151,951 60.96 -41.17
Financial Partners Group, Inc 60,792 174,985 50.44 235,777 60.96 -25.78
Madden Advisory Services, Inc. 43,521 81,705 50.44 125,226 60.96 -34.75
Patton Albertson Miller Group, Llc 43,201 114,004 50.44 157,205 60.96 -27.48
BlackRock Inc. 42,317 507,458 50.44 549,775 60.96 -7.70
Northeast Financial Consultants Inc 40,301 408,508 50.44 448,809 60.96 -8.98
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 38,171 80,528 50.01 118,699 60.51 -32.16
Janney Montgomery Scott LLC 36,969 213,558 50.35 250,527 60.96 -14.76
Gerber Kawasaki Wealth & Investment Management 34,075 411,063 50.44 445,138 60.96 -7.65
Parallel Advisors, LLC 33,632 92,865 50.44 126,497 61.47 -26.59
Name Current Puts
Name Current Calls
Name
Clough Global Opportunities Fund
CLOAX - Clough Global Long/Short Fund Investor Class
Clough Global Dividend & Income Fund
Clough Global Equity Fund
Name Previous Puts
Boothbay Fund Management, Llc 61,500
Css Llc/il 0
Name Previous Calls
Wolverine Trading, Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Goldman Sachs Group Inc 31,913 225,000 193,087 16.53
Name Increased Calls Current Calls Previous Calls Percentage Increase
Cutler Group LP 9,400 11,600 2,200 427.27
Citadel Advisors Llc 24,900 142,700 117,800 21.14
Susquehanna International Group, Llp 70,800 137,300 66,500 106.47
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
PEAK6 Investments LLC 1,400 6,100 7,500 -18.67
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
W Advisors, Llc 10,796 60.95
Williams Financial, LLC 6,942 60.93
Name Current Shares Current PPS Previous Shares Previous PPS
First Command Financial Services, Inc. 1,500 50.67 1,500 60.67
First Command Bank 1,500 50.67 1,500 60.67
Sage Mountain Advisors LLC 258 50.39 258 62.02
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