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 | 759 | 432.00 | 109.64 | 101.03 |
| Previous Quarter | 793 | 423.00 | 109.64 | 101.60 |
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 | 128 | 86 | 2 | 22 | 28 |
| 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 | 2 | 10 | 68 | 1 | 17 | 23 |
| 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 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 | 7,667 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 7,667 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
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 | 5,376,973 | 109.64 |
| Morgan Stanley | 4,595,890 | 109.64 |
| CFS Investment Advisory Services, LLC | 4,585,685 | 0.05 |
| Fmr Llc | 3,831,326 | 109.64 |
| FMR LLC | 3,734,460 | |
| Bank Of America Corp /de/ | 2,440,558 | 109.64 |
| UBS Group AG | 2,366,877 | 109.64 |
| Ameriprise Financial Inc | 1,658,478 | 109.80 |
| Envestnet Asset Management Inc | 1,388,774 | 109.64 |
| Hamilton Capital, LLC | 1,228,005 | 109.64 |
| Pnc Financial Services Group, Inc. | 921,581 | 109.64 |
| LPL Financial LLC | 896,423 | 109.64 |
| Financial Engines Advisors L.L.C. | 887,112 | 109.64 |
| Raymond James & Associates | 871,571 | 109.64 |
| BRYN MAWR TRUST Co | 868,617 | 109.64 |
| People's United Financial, Inc. | 804,383 | 109.64 |
| D.a. Davidson & Co. | 748,405 | 109.64 |
| Barber Financial Group, Inc. | 710,927 | 109.64 |
| Natixis Advisors, L.p. | 690,834 | 109.64 |
| Northwestern Mutual Wealth Management Co | 683,146 | 109.64 |
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 | 5,376,973 | 109.64 |
| Morgan Stanley | 4,595,890 | 109.64 |
| CFS Investment Advisory Services, LLC | 4,585,685 | 0.05 |
| Fmr Llc | 3,831,326 | 109.64 |
| Bank Of America Corp /de/ | 2,440,558 | 109.64 |
| UBS Group AG | 2,366,877 | 109.64 |
| Ameriprise Financial Inc | 1,658,478 | 109.80 |
| Envestnet Asset Management Inc | 1,388,774 | 109.64 |
| Hamilton Capital, LLC | 1,228,005 | 109.64 |
| Pnc Financial Services Group, Inc. | 921,581 | 109.64 |
| LPL Financial LLC | 896,423 | 109.64 |
| Financial Engines Advisors L.L.C. | 887,112 | 109.64 |
| Raymond James & Associates | 871,571 | 109.64 |
| BRYN MAWR TRUST Co | 868,617 | 109.64 |
| People's United Financial, Inc. | 804,383 | 109.64 |
| D.a. Davidson & Co. | 748,405 | 109.64 |
| Barber Financial Group, Inc. | 710,927 | 109.64 |
| Natixis Advisors, L.p. | 690,834 | 109.64 |
| Northwestern Mutual Wealth Management Co | 683,146 | 109.64 |
| Northern Trust Corp | 557,775 | 109.64 |
| Name | Shares | PPS |
|---|---|---|
| FMR LLC | 3,734,460 | |
| Foundations Investment Advisors, LLC | 2,225 | 94.38 |
| Dividend Asset Capital, Llc | 826 | 94.43 |
| FSC Wealth Advisors, LLC | 790 | 94.94 |
| Name | Shares | PPS |
|---|---|---|
| Us Bancorp \de\ | 67,920 | 109.72 |
| IFP Advisors, Inc | 59,146 | 110.93 |
| Security National Trust Co | 45,965 | 105.34 |
| Moors & Cabot, Inc. | 45,000 | 0.11 |
| Unified Trust Company, N.A. | 10,698 | 103.01 |
| Kensington Investment Counsel, LLC | 9,843 | 109.62 |
| Harborview Advisors, LLC | 8,386 | 103.03 |
| Alexandria Capital, LLC | 7,621 | 103.00 |
| Ameritas Investment Corp | 6,255 | 0.16 |
| Oxinas Partners Wealth Management LLC | 5,170 | 109.67 |
| Mid Atlantic Financial Management Inc/adv | 3,946 | 103.14 |
| Hochman Cole Investment Advisors, Inc. | 3,760 | 102.93 |
| Green Harvest Asset Management LLC | 3,700 | 102.97 |
| Filbrandt Wealth Management, LLC | 3,252 | 103.01 |
| Orser Capital Management, Llc | 2,935 | 109.71 |
| Objective Capital Management, LLC | 2,809 | 109.65 |
| Carroll Financial Associates, Inc. | 2,386 | 109.81 |
| Strid Group, LLC | 2,344 | 109.64 |
| Transcend Wealth Collective, Llc | 2,260 | 109.73 |
| Heritage Wealth Management, Llc | 2,095 | 103.10 |
| Eclectic Associates Inc /adv | 2,046 | 109.48 |
| Newport Wealth Strategies, Inc. | 1,980 | 103.03 |
| Relaxing Retirement Coach | 1,940 | 109.79 |
| Schneider Downs Wealth Management Advisors, LP | 1,876 | 109.81 |
| Koshinski Asset Management, Inc. | 676 | 109.47 |
| Future Financial Wealth Managment LLC | 494 | 109.31 |
| Investmark Advisory Group LLC | 390 | 110.26 |
| Bbva Usa | 226 | 101.77 |
| Optimum Investment Advisors | 98 | 112.24 |
| Bartlett & Co. LLC | ||
| South Shore Capital Advisors | ||
| Mutual Advisors, LLC | ||
| Old Mission Capital Llc | ||
| Tiedemann Advisors, Llc | ||
| Diversified Trust Co | ||
| Moulton Wealth Management, Inc | ||
| Financial Insights, Inc. | ||
| Copperleaf Capital, LLC | ||
| Fure Financial Corp | ||
| Capital Financial Planning, LLC | ||
| Old North State Trust, LLC | ||
| SBK Financial, Inc. | ||
| Ten Capital Wealth Advisors, LLC | ||
| Richwood Investment Advisors, LLC | ||
| Ibex Wealth Advisors | ||
| Strategic Asset Management, LLC | ||
| Anchor Capital Advisors Llc | ||
| Hedeker Wealth, LLC | ||
| Carolinas Wealth Consulting Llc | ||
| Hanlon Investment Management, Inc. | ||
| HBK Sorce Advisory LLC | ||
| Transparent Wealth Partners LLC | ||
| Vontobel Holding Ltd. | ||
| Lehman & Derafelo Financial Resources LLC | ||
| PFG Advisors | ||
| Snowden Capital Advisors LLC | ||
| Andrew Hill Investment Advisors, Inc. | ||
| Fisher Asset Management, LLC | ||
| RiverTree Advisors, LLC | ||
| Beacon Capital Management, Inc. | ||
| Personal Wealth Partners | ||
| Signature Securities Group Corporation | ||
| Huntington National Bank | ||
| Stratos Wealth Advisors, LLC | ||
| Royal Fund Management, LLC | ||
| Dupont Capital Management Corp | ||
| NorthRock Partners, LLC | ||
| ProVise Management Group, LLC | ||
| Qube Research & Technologies Ltd | ||
| Hardy Reed LLC | ||
| Cahaba Wealth Management, Inc. | ||
| Change Path, LLC | ||
| Flow Traders U.s. Llc | ||
| Aevitas Wealth Management, Inc. | ||
| Cordant, Inc. | ||
| Regentatlantic Capital Llc | ||
| Wealthcare Capital Management Llc | ||
| Liberty Wealth Management Llc | ||
| Barclays Plc | ||
| Firestone Capital Management | ||
| Moloney Securities Asset Management, LLC | ||
| Enterprise Financial Services Corp | ||
| Sheaff Brock Investment Advisors, LLC | ||
| GWM Advisors LLC | ||
| Colton Groome Financial Advisors, Llc | ||
| Mount Yale Investment Advisors, LLC | ||
| StoneX Group Inc. | ||
| Tower Research Capital LLC (TRC) | ||
| Soundmark Wealth Management, Llc | ||
| Wealthstar Advisors, Llc | ||
| Founders Financial Securities Llc | ||
| Kingfisher Capital LLC | ||
| Nuance Investments, Llc | ||
| John W. Brooker & Co., CPAs | ||
| Shepherd Financial Partners LLC | ||
| Calton & Associates, Inc. | ||
| Quadrant Capital Group Llc | ||
| Confluence Wealth Services, Inc. | ||
| Piershale Financial Group, Inc. | ||
| Brown Advisory Inc | ||
| Signet Financial Management, Llc | ||
| Trustcore Financial Services, Llc | ||
| Meeder Asset Management Inc | ||
| NorthCrest Asset Manangement, LLC | ||
| Deutsche Bank Ag\ | ||
| Evergreen Capital Management Llc | ||
| Appleton Partners Inc/ma | ||
| Beaumont Capital Management, LLC | ||
| Smithbridge Asset Management Inc/de | ||
| Trexquant Investment LP | ||
| Kowal Investment Group, LLC | ||
| TAP Consulting, LLC | ||
| Dean Investment Associates, Llc | ||
| Sowell Financial Services LLC | ||
| Rather & Kittrell, Inc. | ||
| Financial Council Asset Management Inc | ||
| Element Wealth, LLC | ||
| Paragon Capital Management Ltd | ||
| Lakeview Capital Partners, LLC | ||
| Advisor Resource Council | ||
| Ground Swell Capital, LLC | ||
| Arete Wealth Advisors, LLC | ||
| Balentine LLC | ||
| Fulcrum Equity Management | ||
| Legacy Financial Group LLC | ||
| Punch & Associates Investment Management, Inc. | ||
| Total Clarity Wealth Management, Inc. | ||
| Beaumont Financial Partners, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 516,755 | 94.41 | 390,980 | 109.64 |
| Allworth Financial LP | 237,336 | 94.41 | 426,886 | 109.64 |
| Flaharty Asset Management, LLC | 165,035 | 94.41 | 177,986 | 109.64 |
| EWG Elevate Inc. | 114,623 | 94.41 | 4,970 | 109.66 |
| ETF Portfolio Partners, Inc. | 97,350 | 94.41 | 99,697 | 109.64 |
| Ullmann Financial Group, Inc. | 94,780 | 94.41 | 97,249 | 109.64 |
| Private Advisor Group, LLC | 80,062 | 94.40 | 109,430 | 109.64 |
| Holland Advisory Services, Inc. | 76,988 | 94.40 | 79,843 | 109.64 |
| Hudson Capital Management LLC | 64,978 | 94.42 | 68,418 | 109.63 |
| Omega Financial Group, LLC | 64,029 | 94.41 | 64,270 | 109.65 |
| Smith Chas P & Associates Pa Cpas | 53,392 | 94.41 | 54,557 | 109.65 |
| Brookstone Capital Management | 53,004 | 95.77 | 244,159 | 106.17 |
| Karp Capital Management Corp | 50,711 | 94.42 | 123,161 | 109.64 |
| First Citizens Financial Corp | 47,096 | 94.40 | 45,708 | 109.63 |
| Pittenger & Anderson Inc | 44,390 | 94.41 | 44,390 | 109.64 |
| Signature Estate & Investment Advisors Llc | 30,765 | 94.43 | 29,475 | 109.62 |
| Norway Savings Bank | 28,602 | 94.40 | 29,316 | 109.63 |
| Pure Financial Advisors, Inc. | 28,025 | 94.42 | 22,909 | 109.65 |
| Platte River Wealth Advisors, LLC | 27,028 | 94.42 | 27,978 | 109.66 |
| Gofen & Glossberg Llc /il/ | 26,748 | 94.40 | 26,748 | 109.65 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Arkadios Wealth Advisors | 11,970 | 0.08 | 2,485 | |
| Massmutual Trust Co Fsb/adv | 11,556 | 0.09 | 11,602 | 0.09 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Dividend Asset Capital, Llc | 826 | 94.43 |
| FSC Wealth Advisors, LLC | 790 | 94.94 |
| Name | Shares | PPS |
|---|---|---|
| Relaxing Retirement Coach | 1,940 | 109.79 |
| Koshinski Asset Management, Inc. | 676 | 109.47 |
| Objective Capital Management, LLC | 2,809 | 109.65 |
| Transcend Wealth Collective, Llc | 2,260 | 109.73 |
| Oxinas Partners Wealth Management LLC | 5,170 | 109.67 |
| Schneider Downs Wealth Management Advisors, LP | 1,876 | 109.81 |
| Optimum Investment Advisors | 98 | 112.24 |
| Kensington Investment Counsel, LLC | 9,843 | 109.62 |
| Investmark Advisory Group LLC | 390 | 110.26 |
| Orser Capital Management, Llc | 2,935 | 109.71 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 516,755 | 94.41 | 390,980 | 109.64 |
| Allworth Financial LP | 237,336 | 94.41 | 426,886 | 109.64 |
| Flaharty Asset Management, LLC | 165,035 | 94.41 | 177,986 | 109.64 |
| EWG Elevate Inc. | 114,623 | 94.41 | 4,970 | 109.66 |
| ETF Portfolio Partners, Inc. | 97,350 | 94.41 | 99,697 | 109.64 |
| Ullmann Financial Group, Inc. | 94,780 | 94.41 | 97,249 | 109.64 |
| Private Advisor Group, LLC | 80,062 | 94.40 | 109,430 | 109.64 |
| Holland Advisory Services, Inc. | 76,988 | 94.40 | 79,843 | 109.64 |
| Hudson Capital Management LLC | 64,978 | 94.42 | 68,418 | 109.63 |
| Omega Financial Group, LLC | 64,029 | 94.41 | 64,270 | 109.65 |
| Smith Chas P & Associates Pa Cpas | 53,392 | 94.41 | 54,557 | 109.65 |
| Brookstone Capital Management | 53,004 | 95.77 | 244,159 | 106.17 |
| Karp Capital Management Corp | 50,711 | 94.42 | 123,161 | 109.64 |
| Pittenger & Anderson Inc | 44,390 | 94.41 | 44,390 | 109.64 |
| Signature Estate & Investment Advisors Llc | 30,765 | 94.43 | 29,475 | 109.62 |
| Norway Savings Bank | 28,602 | 94.40 | 29,316 | 109.63 |
| Gofen & Glossberg Llc /il/ | 26,748 | 94.40 | 26,748 | 109.65 |
| Prosperity Planning, Inc. | 20,696 | 100.07 | 20,696 | 109.49 |
| Pinnacle Bancorp, Inc. | 18,064 | 94.39 | 18,135 | 111.11 |
| HB Wealth Management, LLC | 17,138 | 94.41 | 16,572 | 109.64 |
| SOA Wealth Advisors, LLC. | 16,395 | 94.36 | 15,735 | 109.63 |
| Pacific Financial Group Inc | 15,913 | 94.39 | 17,226 | 109.66 |
| Friedenthal Financial | 15,317 | 94.40 | 16,034 | 109.64 |
| First National Bank of South Miami | 14,140 | 94.41 | 12,861 | 109.63 |
| Raymond James Trust N.a. | 11,849 | 94.35 | 8,958 | 109.62 |
| Beirne Wealth Consulting Services, LLC | 11,438 | 94.42 | 11,457 | 109.80 |
| Pinnacle Private Wealth, LLC | 7,406 | 94.38 | 7,397 | 109.64 |
| Connecticut Wealth Management, LLC | 7,201 | 94.43 | 6,832 | 109.63 |
| Perfromance Wealth Partners, LLC | 6,899 | 94.36 | 6,899 | 109.58 |
| HYA Advisors, Inc | 6,557 | 94.40 | 6,636 | 109.70 |
| Global Trust Asset Management, LLC | 6,539 | 94.36 | 6,539 | 109.65 |
| First Heartland Consultants, Inc. | 6,044 | 94.31 | 24,044 | 109.63 |
| Dubuque Bank & Trust Co | 5,973 | 94.42 | 5,973 | 109.66 |
| Orion Portfolio Solutions, LLC | 4,630 | 94.38 | 4,409 | 109.55 |
| Sigma Investment Counselors Inc | 4,535 | 94.38 | 4,535 | 109.59 |
| David J Yvars Group | 3,963 | 94.88 | 3,453 | 110.34 |
| Kwmg, Llc | 3,834 | 94.42 | 3,834 | 109.55 |
| FRG Family Wealth Advisors LLC | 3,820 | 94.50 | 3,820 | 109.69 |
| Mechanics Bank Trust Department | 3,268 | 94.55 | 3,268 | 109.55 |
| Transform Wealth, LLC | 3,179 | 94.37 | 3,179 | 109.78 |
| Resource Consulting Group Inc | 3,174 | 94.52 | 7,786 | 109.68 |
| Abner Herrman & Brock Llc | 2,946 | 94.37 | 2,946 | 109.64 |
| Bridges Investment Management Inc | 2,887 | 94.56 | 2,887 | 109.80 |
| Zhang Financial LLC | 2,790 | 94.27 | 2,790 | 109.68 |
| Revolve Wealth Partners, LLC | 2,689 | 94.46 | 2,944 | 109.71 |
| Mascoma Wealth Management LLC | 2,598 | 94.30 | 5,224 | 109.69 |
| Global Retirement Partners, LLC | 2,537 | 94.60 | 2,535 | 99.41 |
| FC Advisory LLC | 2,496 | 94.55 | 2,486 | 109.81 |
| Boenning & Scattergood, Inc. | 2,491 | 94.34 | 2,451 | 109.75 |
| IMS Capital Management | 2,430 | 94.24 | 2,430 | 109.47 |
| Valley National Advisers Inc | 2,338 | 96.24 | 2,338 | 109.50 |
| Atlas Brown,Inc. | 2,267 | 94.40 | 2,321 | 109.44 |
| Carnegie Capital Asset Management, LLC | 2,061 | 105.29 | 2,061 | 109.66 |
| West Bancorporation Inc | 1,441 | 94.38 | 1,409 | 109.30 |
| Parkside Financial Bank & Trust | 1,138 | 94.02 | 1,138 | 109.84 |
| Rosenberg Matthew Hamilton | 930 | 95.70 | 930 | 109.68 |
| Piscataqua Savings Bank | 814 | 94.59 | 234 | 111.11 |
| Tsfg, Llc | 598 | 93.65 | 598 | 110.37 |
| Stephenson National Bank & Trust | 525 | 95.24 | 539 | 109.46 |
| Cordasco Financial Network | 514 | 95.33 | 514 | 108.95 |
| American National Bank | 468 | 94.02 | 468 | 108.97 |
| Gradient Investments LLC | 356 | 95.51 | 356 | 109.55 |
| Sargent Bickham Lagudis LLC | 325 | 95.38 | 325 | 110.77 |
| BerganKDV Wealth Management, LLC | 277 | 93.86 | 277 | 108.30 |
| Exane Derivatives | 207 | 96.62 | 207 | 111.11 |
| Sugarloaf Wealth Management, LLC | 160 | 93.75 | 160 | 112.50 |
| Baldrige Asset Management LLC | 135 | 96.30 | 135 | 111.11 |
| Tompkins Financial Corp | 88 | 90.91 | 88 | 113.64 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Arkadios Wealth Advisors | 11,970 | 0.08 | 2,485 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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