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 | 786 | 75.00 | 77.26 | 70.47 |
| Previous Quarter | 832 | 76.00 | 77.27 | 70.81 |
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 | 6 | 144 | 77 | 2 | 24 | 22 |
| 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 | 1 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 5 | 15 | 58 | 2 | 21 | 15 |
| 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 | 20,557 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 20,557 | 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 | 9,941,068 | 77.27 |
| Morgan Stanley | 6,659,071 | 77.27 |
| CFS Investment Advisory Services, LLC | 5,073,073 | 0.03 |
| Goldman Sachs Group Inc | 3,273,942 | 77.27 |
| Bank Of America Corp /de/ | 3,255,474 | 77.27 |
| Pnc Financial Services Group, Inc. | 2,786,109 | 77.27 |
| Envestnet Asset Management Inc | 2,553,805 | 77.27 |
| UBS Group AG | 1,914,076 | 77.27 |
| Financial Engines Advisors L.L.C. | 1,882,959 | 77.27 |
| Fmr Llc | 1,737,646 | 77.27 |
| D.a. Davidson & Co. | 1,307,714 | 77.27 |
| Ameriprise Financial Inc | 905,256 | 77.35 |
| Northern Trust Corp | 898,780 | 77.27 |
| Raymond James Financial Services Advisors, Inc. | 864,916 | 77.27 |
| Raymond James & Associates | 857,577 | 77.27 |
| LPL Financial LLC | 849,613 | 77.27 |
| Bank of New York Mellon Corp | 840,487 | 77.27 |
| Truist Financial Corp | 712,235 | 77.27 |
| Bank Of Montreal /can/ | 674,583 | 78.99 |
| HighTower Advisors, LLC | 668,393 | 77.24 |
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 | 9,941,068 | 77.27 |
| Morgan Stanley | 6,659,071 | 77.27 |
| CFS Investment Advisory Services, LLC | 5,073,073 | 0.03 |
| Goldman Sachs Group Inc | 3,273,942 | 77.27 |
| Bank Of America Corp /de/ | 3,255,474 | 77.27 |
| Pnc Financial Services Group, Inc. | 2,786,109 | 77.27 |
| Envestnet Asset Management Inc | 2,553,805 | 77.27 |
| UBS Group AG | 1,914,076 | 77.27 |
| Financial Engines Advisors L.L.C. | 1,882,959 | 77.27 |
| Fmr Llc | 1,737,646 | 77.27 |
| D.a. Davidson & Co. | 1,307,714 | 77.27 |
| Ameriprise Financial Inc | 905,256 | 77.35 |
| Northern Trust Corp | 898,780 | 77.27 |
| Raymond James Financial Services Advisors, Inc. | 864,916 | 77.27 |
| Raymond James & Associates | 857,577 | 77.27 |
| LPL Financial LLC | 849,613 | 77.27 |
| Bank of New York Mellon Corp | 840,487 | 77.27 |
| Truist Financial Corp | 712,235 | 77.27 |
| Bank Of Montreal /can/ | 674,583 | 78.99 |
| HighTower Advisors, LLC | 668,393 | 77.24 |
| Name | Shares | PPS |
|---|---|---|
| Intergy Private Wealth, LLC | 11,642 | 63.73 |
| Norway Savings Bank | 8,845 | 63.76 |
| Pure Financial Advisors, Inc. | 4,916 | 63.67 |
| Retirement Planning Group | 3,633 | 63.86 |
| Piscataqua Savings Bank | 960 | 63.54 |
| ACG Wealth | 332 | 63.25 |
| Name | Shares | PPS |
|---|---|---|
| Security National Trust Co | 62,427 | 80.93 |
| Homrich & Berg | 33,458 | 79.20 |
| Moors & Cabot, Inc. | 18,000 | 0.11 |
| Jane Street Group, Llc | 13,525 | 77.26 |
| Harborview Advisors, LLC | 11,844 | 79.20 |
| Hochman Cole Investment Advisors, Inc. | 11,830 | 79.21 |
| Carroll Financial Associates, Inc. | 11,791 | 85.15 |
| Insight Wealth Strategies, LLC | 10,103 | 77.30 |
| Orser Capital Management, Llc | 9,945 | 77.22 |
| Resource Consulting Group Inc | 9,656 | 77.26 |
| Norway Savings Bank | 9,005 | 77.29 |
| C-J Advisory, Inc. | 8,499 | 79.19 |
| Alexandria Capital, LLC | 8,327 | 79.14 |
| IFP Advisors, Inc | 7,880 | 85.41 |
| B&D White Capital Company, LLC | 7,397 | 77.19 |
| Mid Atlantic Financial Management Inc/adv | 7,374 | 79.20 |
| Parallel Advisors, LLC | 6,978 | 78.68 |
| Lake Street Financial Llc | 5,640 | 77.30 |
| Objective Capital Management, LLC | 5,200 | 77.31 |
| Green Harvest Asset Management LLC | 5,200 | 79.23 |
| Filbrandt Wealth Management, LLC | 5,024 | 79.22 |
| Ameritas Investment Corp | 4,266 | |
| Benchmark Wealth Management, LLC | 3,206 | 77.35 |
| Diversified Trust Co | 3,102 | 77.37 |
| Revolve Wealth Partners, LLC | 3,080 | 77.27 |
| Eclectic Associates Inc /adv | 2,968 | 77.16 |
| Chemung Canal Trust Co | 2,908 | 77.37 |
| Independent Investors Inc | 2,800 | 77.14 |
| Boenning & Scattergood, Inc. | 2,707 | 77.21 |
| Bbva Usa | 2,631 | 79.06 |
| Webster Bank, N. A. | 1,470 | 77.55 |
| Cutler Group LP | 700 | 77.14 |
| Hoese & Co LLP | 660 | 77.27 |
| Wealth Quarterback LLC | 627 | |
| Koshinski Asset Management, Inc. | 336 | 77.38 |
| Investmark Advisory Group LLC | 180 | 83.33 |
| Optimum Investment Advisors | 106 | 75.47 |
| Newbridge Financial Services Group, Inc. | 70 | 71.43 |
| Red Door Wealth Management, LLC | ||
| Security National Bank Of Sioux City Iowa /ia/ | ||
| Modus Advisors, LLC | ||
| Carolinas Wealth Consulting Llc | ||
| Dorsey Wright & Associates | ||
| Kerntke Otto McGlone Wealth Management Group | ||
| Brown Miller Wealth Management, LLC | ||
| PRW Wealth Management LLC | ||
| EWG Elevate Inc. | ||
| Cpwm, Llc | ||
| Lake Street Advisors Group, Llc | ||
| Advanced Research Investment Solutions, Llc | ||
| Asset Planning Services, Ltd. | ||
| Venturi Wealth Management, LLC | ||
| Cascade Investment Advisors, Inc. | ||
| Old Mission Capital Llc | ||
| Riggs Asset Managment Co. Inc. | ||
| Gratus Capital LLC | ||
| StoneX Group Inc. | ||
| EverSource Wealth Advisors, LLC | ||
| Flow Traders U.s. Llc | ||
| Signet Financial Management, Llc | ||
| Bordeaux Wealth Advisors LLC | ||
| Alpha Omega Wealth Management LLC | ||
| University Of Texas/texas Am Investment Managment Co | ||
| Quadrant Capital Group Llc | ||
| Moneywise, Inc. | ||
| Tempus Wealth Planning, LLC | ||
| Ibex Wealth Advisors | ||
| Capital Financial Planning, LLC | ||
| Fft Wealth Management Llc | ||
| Lehman & Derafelo Financial Resources LLC | ||
| Snowden Capital Advisors LLC | ||
| Inscription Capital, LLC | ||
| Congress Asset Management Co /ma | ||
| Security Financial Services, INC. | ||
| Barclays Plc | ||
| Wealthcare Capital Management Llc | ||
| Liberty Wealth Management Llc | ||
| Consolidated Planning Corp | ||
| 55i, Llc | ||
| Prelude Capital Management, Llc | ||
| Eudaimonia Advisors Llc | ||
| Oppenheimer Asset Management Inc. | ||
| Mount Yale Investment Advisors, LLC | ||
| Meridian Wealth Partners, LLC | ||
| Bnp Paribas Arbitrage, Sa | ||
| Nwam Llc | ||
| John W. Brooker & Co., CPAs | ||
| HMS Capital Management, LLC | ||
| Wealth Dimensions Group, Ltd. | ||
| Huntington National Bank | ||
| Summit Asset Management, LLC | ||
| Cordant, Inc. | ||
| Fifth Third Securities, Inc. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| IMS Capital Management | ||
| Fulcrum Equity Management | ||
| Woodward Diversified Capital, Llc | ||
| RPG Investment Advisory, LLC | ||
| Sequoia Financial Advisors, LLC | ||
| Andrew Hill Investment Advisors, Inc. | ||
| Avidian Wealth Solutions, LLC | ||
| Inverness Counsel Llc /ny/ | ||
| Baltimore-Washington Financial Advisors, Inc. | ||
| Principle Wealth Partners Llc | ||
| Johnson Midwest Financial, LLC | ||
| Thompson Davis & Co., Inc. | ||
| Brouwer & Janachowski, LLC | ||
| Flagship Private Wealth, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Eagle Bay Advisors LLC | ||
| We Are One Seven, LLC | ||
| Simplex Trading, Llc | ||
| Financial Management Professionals, Inc. | ||
| Meeder Asset Management Inc | ||
| CHURCHILL MANAGEMENT Corp | ||
| Ferris Capital, Llc | ||
| Frontier Wealth Management LLC | ||
| GWM Advisors LLC | ||
| Smith Anglin Financial, LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Rinkey Investments | ||
| Signature Securities Group Corporation | ||
| Enterprise Financial Services Corp | ||
| Viridian Ria, Llc | ||
| Atlas Private Wealth Advisors | ||
| Trustcore Financial Services, Llc | ||
| RFG Advisory, LLC | ||
| Tiaa, Fsb | ||
| Stratos Wealth Advisors, LLC | ||
| Trustmark National Bank Trust Department | ||
| Planned Solutions, Inc. | ||
| Clifford Swan Investment Counsel Llc | ||
| Baystate Wealth Management LLC | ||
| Patriot Investment Management Inc. | ||
| Sandler Capital Management | ||
| Capital Advisory Group Advisory Services, LLC | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| Firestone Capital Management | ||
| Single Point Partners, LLC | ||
| Chilton Investment Co Llc | ||
| PFG Advisors | ||
| SG Americas Securities, LLC | ||
| Smith & Howard Wealth Management, LLC | ||
| Versant Capital Management, Inc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 439,574 | 63.73 | 435,452 | 74.93 |
| Hudson Capital Management LLC | 162,683 | 63.73 | 156,632 | 77.27 |
| Private Advisor Group, LLC | 96,303 | 63.73 | 95,312 | 77.26 |
| SOA Wealth Advisors, LLC. | 83,042 | 63.73 | 71,009 | 77.26 |
| Mechanics Bank Trust Department | 82,525 | 63.73 | 82,705 | 77.27 |
| Cambridge Investment Research Advisors, Inc. | 80,189 | 63.72 | 83,996 | 77.27 |
| First Citizens Financial Corp | 67,934 | 63.72 | 65,805 | 77.27 |
| Perfromance Wealth Partners, LLC | 65,560 | 63.73 | 66,969 | 77.27 |
| Perkins Coie Trust Co | 60,769 | 63.72 | 62,247 | 77.27 |
| HB Wealth Management, LLC | 59,197 | 63.74 | 60,590 | 77.27 |
| Signature Estate & Investment Advisors Llc | 43,068 | 63.74 | 39,367 | 77.27 |
| Platte River Wealth Advisors, LLC | 38,475 | 63.73 | 38,475 | 77.27 |
| Pacific Financial Group Inc | 37,349 | 63.72 | 39,672 | 77.26 |
| AdvisorNet Financial, Inc | 27,297 | 63.74 | 26,899 | 77.25 |
| Ullmann Financial Group, Inc. | 25,648 | 63.75 | 25,643 | 77.25 |
| Atlas Brown,Inc. | 24,516 | 63.71 | 24,966 | 77.27 |
| YHB Investment Advisors, Inc. | 20,921 | 63.72 | 20,799 | 77.26 |
| HYA Advisors, Inc | 20,423 | 63.75 | 20,567 | 77.26 |
| Crestwood Advisors Group LLC | 18,593 | 63.73 | 18,686 | 77.28 |
| Raymond James Trust N.a. | 18,270 | 63.71 | 18,260 | 77.27 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| 626 Financial, LLC | 6,320 | 63.77 | 0 | |
| Carnegie Capital Asset Management, LLC | 5,080 | 80.91 | 4,480 | 77.23 |
| 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 |
|---|
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Intergy Private Wealth, LLC | 11,642 | 63.73 |
| Norway Savings Bank | 8,845 | 63.76 |
| Retirement Planning Group | 3,633 | 63.86 |
| Piscataqua Savings Bank | 960 | 63.54 |
| ACG Wealth | 332 | 63.25 |
| Name | Shares | PPS |
|---|---|---|
| Webster Bank, N. A. | 1,470 | 77.55 |
| Optimum Investment Advisors | 106 | 75.47 |
| Newbridge Financial Services Group, Inc. | 70 | 71.43 |
| Investmark Advisory Group LLC | 180 | 83.33 |
| Lake Street Financial Llc | 5,640 | 77.30 |
| Objective Capital Management, LLC | 5,200 | 77.31 |
| Benchmark Wealth Management, LLC | 3,206 | 77.35 |
| Revolve Wealth Partners, LLC | 3,080 | 77.27 |
| Independent Investors Inc | 2,800 | 77.14 |
| Diversified Trust Co | 3,102 | 77.37 |
| Koshinski Asset Management, Inc. | 336 | 77.38 |
| Boenning & Scattergood, Inc. | 2,707 | 77.21 |
| Hoese & Co LLP | 660 | 77.27 |
| Orser Capital Management, Llc | 9,945 | 77.22 |
| B&D White Capital Company, LLC | 7,397 | 77.19 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 439,574 | 63.73 | 435,452 | 74.93 |
| Hudson Capital Management LLC | 162,683 | 63.73 | 156,632 | 77.27 |
| Private Advisor Group, LLC | 96,303 | 63.73 | 95,312 | 77.26 |
| SOA Wealth Advisors, LLC. | 83,042 | 63.73 | 71,009 | 77.26 |
| Mechanics Bank Trust Department | 82,525 | 63.73 | 82,705 | 77.27 |
| Cambridge Investment Research Advisors, Inc. | 80,189 | 63.72 | 83,996 | 77.27 |
| Perfromance Wealth Partners, LLC | 65,560 | 63.73 | 66,969 | 77.27 |
| HB Wealth Management, LLC | 59,197 | 63.74 | 60,590 | 77.27 |
| Signature Estate & Investment Advisors Llc | 43,068 | 63.74 | 39,367 | 77.27 |
| Pacific Financial Group Inc | 37,349 | 63.72 | 39,672 | 77.26 |
| Ullmann Financial Group, Inc. | 25,648 | 63.75 | 25,643 | 77.25 |
| Atlas Brown,Inc. | 24,516 | 63.71 | 24,966 | 77.27 |
| YHB Investment Advisors, Inc. | 20,921 | 63.72 | 20,799 | 77.26 |
| HYA Advisors, Inc | 20,423 | 63.75 | 20,567 | 77.26 |
| Raymond James Trust N.a. | 18,270 | 63.71 | 18,260 | 77.27 |
| First Heartland Consultants, Inc. | 16,233 | 63.70 | 16,229 | 77.27 |
| First National Bank of South Miami | 14,268 | 63.71 | 16,339 | 77.30 |
| Pittenger & Anderson Inc | 13,800 | 63.70 | 13,800 | 77.25 |
| Arkadios Wealth Advisors | 10,926 | 0.09 | 10,916 | 0.09 |
| Cim, Llc | 8,400 | 65.83 | 8,400 | 74.64 |
| Brookstone Capital Management | 7,709 | 65.77 | 9,636 | 74.72 |
| Sigma Investment Counselors Inc | 6,793 | 63.74 | 5,193 | 77.22 |
| Ritholtz Wealth Management | 6,556 | 63.76 | 6,556 | 77.33 |
| Prosperity Planning, Inc. | 6,305 | 66.30 | 6,305 | 78.51 |
| Dentgroup LLC | 6,130 | 63.78 | 6,117 | 77.33 |
| PCG Wealth Advisors, LLC | 5,996 | 63.71 | 5,986 | 77.35 |
| Schneider Downs Wealth Management Advisors, LP | 5,432 | 63.70 | 5,432 | 77.32 |
| Gofen & Glossberg Llc /il/ | 5,399 | 63.72 | 5,399 | 77.24 |
| Bridges Investment Management Inc | 5,203 | 63.81 | 5,703 | 77.33 |
| Dubuque Bank & Trust Co | 4,740 | 63.71 | 5,748 | 77.24 |
| Transform Wealth, LLC | 4,145 | 63.69 | 4,185 | 77.18 |
| Global Retirement Partners, LLC | 3,902 | 63.81 | 3,894 | 66.51 |
| Relaxing Retirement Coach | 3,880 | 63.66 | 3,880 | 77.32 |
| Highland Capital Management, Llc | 3,817 | 63.66 | 3,852 | 77.36 |
| Connecticut Wealth Management, LLC | 3,780 | 63.76 | 3,000 | 77.33 |
| Vista Private Wealth Partners. LLC | 3,611 | 64.25 | 3,555 | 77.92 |
| Tompkins Financial Corp | 2,929 | 63.84 | 2,929 | 77.50 |
| West Bancorporation Inc | 2,652 | 63.73 | 2,825 | 77.17 |
| Allworth Financial LP | 2,639 | 63.66 | 2,635 | 77.42 |
| Dividend Asset Capital, Llc | 2,361 | 63.53 | 768 | 76.82 |
| Valley National Advisers Inc | 1,868 | 65.85 | 1,868 | 77.09 |
| Parkside Financial Bank & Trust | 1,848 | 63.85 | 1,848 | 77.38 |
| CVA Family Office, LLC | 1,804 | 63.75 | 1,004 | 77.69 |
| Pinnacle Bancorp, Inc. | 1,760 | 63.64 | 1,850 | 77.30 |
| Kathleen S. Wright Associates Inc. | 1,512 | 63.49 | 1,512 | 77.38 |
| Rosenberg Matthew Hamilton | 1,120 | 64.29 | 1,120 | 77.68 |
| Stephenson National Bank & Trust | 1,060 | 64.15 | 1,060 | 77.36 |
| Affiance Financial, LLC | 1,038 | 63.58 | 1,038 | 77.07 |
| Sugarloaf Wealth Management, LLC | 888 | 64.19 | 888 | 77.70 |
| American National Bank | 704 | 63.92 | 704 | 76.70 |
| BerganKDV Wealth Management, LLC | 625 | 64.00 | 625 | 76.80 |
| Cordasco Financial Network | 595 | 63.87 | 595 | 77.31 |
| Tsfg, Llc | 432 | 64.81 | 432 | 76.39 |
| Sound Income Strategies, LLC | 312 | 64.10 | 312 | 76.92 |
| Baldrige Asset Management LLC | 191 | 62.83 | 191 | 78.53 |
| Atticus Wealth Management, Llc | 188 | 63.83 | 188 | 79.79 |
| Gleason Group, Inc. | 149 | 67.11 | 149 | 80.54 |
| Sargent Bickham Lagudis LLC | 48 | 62.50 | 48 | 83.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| 626 Financial, LLC | 6,320 | 63.77 | 0 | |
| Carnegie Capital Asset Management, LLC | 5,080 | 80.91 | 4,480 | 77.23 |
| Name | Current Puts |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|