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 | 736 | 331.00 | 125.09 | 208.15 |
| Previous Quarter | 775 | 326.00 | 125.10 | 207.41 |
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 | 1 | 154 | 71 | 1 | 22 | 19 |
| 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 | 1 | 7 | 54 | 1 | 19 | 16 |
| 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 | 1,875 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 1,875 | 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 |
|---|---|---|
| Morgan Stanley | 3,143,289 | 125.10 |
| Bank Of America Corp /de/ | 1,905,258 | 125.10 |
| Wells Fargo & Company/mn | 1,898,539 | 125.10 |
| Pnc Financial Services Group, Inc. | 1,624,168 | 125.10 |
| CFS Investment Advisory Services, LLC | 1,423,630 | 0.01 |
| Fmr Llc | 1,287,452 | 125.10 |
| UBS Group AG | 990,645 | 125.10 |
| Envestnet Asset Management Inc | 942,418 | 125.10 |
| M&t Bank Corp | 697,304 | 125.10 |
| LPL Financial LLC | 641,003 | 125.10 |
| United Capital Financial Advisers, Llc | 636,697 | 125.10 |
| Glenmede Trust Co Na | 470,195 | 125.10 |
| Ameriprise Financial Inc | 434,534 | 125.11 |
| Royal Bank Of Canada | 300,941 | 125.10 |
| Northwestern Mutual Wealth Management Co | 291,488 | 125.10 |
| Raymond James Financial Services Advisors, Inc. | 282,565 | 125.10 |
| Commonwealth Equity Services, Llc | 274,418 | 125.10 |
| Jpmorgan Chase & Co | 236,921 | 125.10 |
| First Republic Investment Management, Inc. | 212,731 | 125.10 |
| Mml Investors Services, Llc | 193,026 | 125.10 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 3,143,289 | 125.10 |
| Bank Of America Corp /de/ | 1,905,258 | 125.10 |
| Wells Fargo & Company/mn | 1,898,539 | 125.10 |
| Pnc Financial Services Group, Inc. | 1,624,168 | 125.10 |
| CFS Investment Advisory Services, LLC | 1,423,630 | 0.01 |
| Fmr Llc | 1,287,452 | 125.10 |
| UBS Group AG | 990,645 | 125.10 |
| Envestnet Asset Management Inc | 942,418 | 125.10 |
| M&t Bank Corp | 697,304 | 125.10 |
| LPL Financial LLC | 641,003 | 125.10 |
| United Capital Financial Advisers, Llc | 636,697 | 125.10 |
| Glenmede Trust Co Na | 470,195 | 125.10 |
| Ameriprise Financial Inc | 434,534 | 125.11 |
| Royal Bank Of Canada | 300,941 | 125.10 |
| Northwestern Mutual Wealth Management Co | 291,488 | 125.10 |
| Raymond James Financial Services Advisors, Inc. | 282,565 | 125.10 |
| Commonwealth Equity Services, Llc | 274,418 | 125.10 |
| Gradient Investments LLC | 258,106 | 125.10 |
| Jpmorgan Chase & Co | 236,921 | 125.10 |
| First Republic Investment Management, Inc. | 212,731 | 125.10 |
| Name | Shares | PPS |
|---|---|---|
| ACG Wealth | 97 | 103.09 |
| Name | Shares | PPS |
|---|---|---|
| Security National Trust Co | 47,768 | 132.64 |
| IFP Advisors, Inc | 34,591 | 138.68 |
| Parallel Advisors, LLC | 14,392 | 126.95 |
| Harborview Advisors, LLC | 6,838 | 130.01 |
| Mid Atlantic Financial Management Inc/adv | 6,527 | 130.08 |
| Insight Wealth Strategies, LLC | 6,116 | 125.08 |
| Ameritas Investment Corp | 6,023 | 0.17 |
| Newport Wealth Strategies, Inc. | 5,850 | 130.09 |
| Objective Capital Management, LLC | 5,419 | 125.12 |
| Orser Capital Management, Llc | 2,900 | 125.17 |
| Alexandria Capital, LLC | 2,674 | 130.14 |
| Arvest Bank Trust Division | 2,674 | 130.14 |
| Resource Consulting Group Inc | 2,486 | 125.10 |
| First Financial Bank - Trust Division | 1,884 | 125.27 |
| American Trust Investment Advisors, LLC | 1,840 | 125.00 |
| Bremer Bank National Association | 1,761 | 125.50 |
| Boenning & Scattergood, Inc. | 1,753 | 124.93 |
| SFG Wealth Management, LLC. | 1,673 | 124.93 |
| Investmark Advisory Group LLC | 420 | 138.10 |
| Bbva Usa | 252 | 130.95 |
| Koshinski Asset Management, Inc. | 148 | 128.38 |
| Cutler Group LP | 100 | 120.00 |
| Cutler Group LP | 100 | 120.00 |
| SRS Capital Advisors, Inc. | 11 | 90.91 |
| Carroll Financial Associates, Inc. | ||
| Twelve Points Wealth Management LLC | ||
| Integrated Capital Management, Inc. | ||
| Roman Butler Fullerton & Co | ||
| TCI Wealth Advisors, Inc. | ||
| Dohj, Llc | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Inscription Capital, LLC | ||
| Brown Miller Wealth Management, LLC | ||
| Arrow Investment Advisors, LLC | ||
| Dorsey Wright & Associates | ||
| Red Door Wealth Management, LLC | ||
| Flagship Private Wealth, LLC | ||
| David J Yvars Group | ||
| Parisi Gray Wealth Management | ||
| Resources Investment Advisors, LLC. | ||
| Clearwater Capital Advisors, LLC | ||
| Keystone Financial Group | ||
| Kalos Management, Inc. | ||
| Arq Wealth Advisors, Llc | ||
| Leisure Capital Management | ||
| First Citizens Bank & Trust Co | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| Fulcrum Equity Management | ||
| Strategic Blueprint, LLC | ||
| Mystic Asset Management, Inc. | ||
| Stratos Wealth Advisors, LLC | ||
| Old North State Trust, LLC | ||
| Balentine LLC | ||
| CIBC World Markets Inc. | ||
| EWG Elevate Inc. | ||
| Cordant, Inc. | ||
| Moloney Securities Asset Management, LLC | ||
| Paradigm, Strategies in Wealth Management, LLC | ||
| USA Financial Portformulas Corp | ||
| Stonebridge Financial Planning Group, LLC | ||
| Mattern Wealth Management LLC | ||
| Trust Co Of Vermont | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Sequoia Financial Advisors, LLC | ||
| Cahaba Wealth Management, Inc. | ||
| Donaldson Capital Management, Llc | ||
| Bank Of Stockton | ||
| PFG Advisors | ||
| Qube Research & Technologies Ltd | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Cornerstone Wealth Management, LLC | ||
| Paradigm Financial Partners, Llc | ||
| Total Clarity Wealth Management, Inc. | ||
| Hedeker Wealth, LLC | ||
| American Institute for Advanced Investment Management, LLP | ||
| RiverTree Advisors, LLC | ||
| Wealthstar Advisors, Llc | ||
| Budros, Ruhlin & Roe, Inc. | ||
| Ferris Capital, Llc | ||
| Versant Capital Management, Inc | ||
| Bickling Financial Services, Inc. | ||
| BerganKDV Wealth Management, LLC | ||
| Better Money Decisions, LLC | ||
| First National Bank & Trust Co Of Newtown | ||
| Laird Norton Trust Company, Llc | ||
| Huntington National Bank | ||
| Nbt Bank N A /ny | ||
| Lakeview Capital Partners, LLC | ||
| TAP Consulting, LLC | ||
| StoneX Group Inc. | ||
| Two Sigma Securities, Llc | ||
| Brown Advisory Securities, LLC | ||
| Angeles Investment Advisors, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Andrew Hill Investment Advisors, Inc. | ||
| Kowal Investment Group, LLC | ||
| Delta Asset Management Llc/tn | ||
| Coldstream Capital Management Inc | ||
| Chilton Capital Management Llc | ||
| Glassman Wealth Services | ||
| Lehman & Derafelo Financial Resources LLC | ||
| Peoples Bank /oh | ||
| Fusion Family Wealth LLC | ||
| SBK Financial, Inc. | ||
| Krs Capital Management, Llc | ||
| Integrated Advisors Network LLC | ||
| Kore Private Wealth LLC | ||
| Barber Financial Group, Inc. | ||
| Arete Wealth Advisors, LLC | ||
| Liberty Wealth Management Llc | ||
| Absolute Capital Management, LLC | ||
| Legacy Financial Group LLC | ||
| Single Point Partners, LLC | ||
| Pinkerton Retirement Specialists, LLC | ||
| Eqis Capital Management, Inc. | ||
| Smith Shellnut Wilson Llc /adv | ||
| Founders Financial Securities Llc | ||
| First National Trust Co | ||
| Baystate Wealth Management LLC | ||
| Royal Fund Management, LLC | ||
| Fundamentun, Llc | ||
| Signature Securities Group Corporation | ||
| Enterprise Financial Services Corp | ||
| Maryland Capital Advisors Inc. | ||
| Parcion Private Wealth LLC | ||
| Signet Financial Management, Llc | ||
| Widmann Financial Services, Inc. | ||
| Wsfs Capital Management, Llc | ||
| Trustcore Financial Services, Llc | ||
| Pinnacle Family Advisors, LLC | ||
| Perigon Wealth Management, LLC | ||
| King Luther Capital Management Corp | ||
| Rinkey Investments | ||
| Pflug Koory, LLC | ||
| Atlas Private Wealth Advisors | ||
| Ausdal Financial Partners, Inc. | ||
| Relaxing Retirement Coach | ||
| Polianta Ltd | ||
| Ibex Wealth Advisors | ||
| CoreCap Advisors, LLC | ||
| Piershale Financial Group, Inc. | ||
| Plancorp, LLC | ||
| Ironwood Investment Counsel, LLC | ||
| Procyon Private Wealth Partners, LLC | ||
| Hardy Reed LLC | ||
| FineMark National Bank & Trust | ||
| Cornerstone Advisory, LLC | ||
| Acorn Financial Advisory Services Inc /adv | ||
| Dynamic Advisor Solutions LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Heritage Investors Management Corp | ||
| Aries Wealth Management | ||
| Firestone Capital Management | ||
| Security National Bank Of Sioux City Iowa /ia/ |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 79,459 | 105.32 | 81,257 | 125.10 |
| SOA Wealth Advisors, LLC. | 68,311 | 105.31 | 58,742 | 125.09 |
| Pittenger & Anderson Inc | 54,450 | 105.33 | 54,450 | 125.11 |
| Connecticut Wealth Management, LLC | 43,391 | 105.32 | 43,080 | 125.09 |
| First Citizens Financial Corp | 31,073 | 105.33 | 31,488 | 125.10 |
| Private Advisor Group, LLC | 30,034 | 105.31 | 28,685 | 125.08 |
| McKinley Carter Wealth Services, Inc. | 23,461 | 105.32 | 27,602 | 125.10 |
| Stone Asset Management Inc. | 21,310 | 105.30 | 21,267 | 125.08 |
| Newton One Investments LLC | 19,724 | 105.30 | 19,615 | 125.11 |
| Pacific Financial Group Inc | 17,251 | 105.33 | 18,789 | 125.07 |
| Ullmann Financial Group, Inc. | 16,708 | 105.34 | 16,705 | 125.11 |
| HB Wealth Management, LLC | 16,630 | 105.29 | 16,630 | 125.08 |
| AdvisorNet Financial, Inc | 14,939 | 105.29 | 14,443 | 125.11 |
| Crestwood Advisors Group LLC | 12,392 | 105.31 | 12,392 | 125.08 |
| Signature Estate & Investment Advisors Llc | 9,830 | 105.29 | 9,607 | 125.12 |
| HYA Advisors, Inc | 9,104 | 105.34 | 8,889 | 125.10 |
| City Holding Co | 8,674 | 105.37 | 8,874 | 125.08 |
| Financial Management Network Inc | 8,574 | 106.13 | 7,382 | 126.12 |
| Brookstone Capital Management | 8,283 | 107.93 | 9,610 | 119.46 |
| First National Bank of South Miami | 7,674 | 105.29 | 6,088 | 125.16 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Arkadios Wealth Advisors | 18,648 | 0.11 | 19,372 | 0.10 |
| 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 |
|---|---|---|
| ACG Wealth | 97 | 103.09 |
| Name | Shares | PPS |
|---|---|---|
| Objective Capital Management, LLC | 5,419 | 125.12 |
| Koshinski Asset Management, Inc. | 148 | 128.38 |
| SFG Wealth Management, LLC. | 1,673 | 124.93 |
| Boenning & Scattergood, Inc. | 1,753 | 124.93 |
| Investmark Advisory Group LLC | 420 | 138.10 |
| Orser Capital Management, Llc | 2,900 | 125.17 |
| American Trust Investment Advisors, LLC | 1,840 | 125.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 79,459 | 105.32 | 81,257 | 125.10 |
| SOA Wealth Advisors, LLC. | 68,311 | 105.31 | 58,742 | 125.09 |
| Pittenger & Anderson Inc | 54,450 | 105.33 | 54,450 | 125.11 |
| Connecticut Wealth Management, LLC | 43,391 | 105.32 | 43,080 | 125.09 |
| Private Advisor Group, LLC | 30,034 | 105.31 | 28,685 | 125.08 |
| McKinley Carter Wealth Services, Inc. | 23,461 | 105.32 | 27,602 | 125.10 |
| Stone Asset Management Inc. | 21,310 | 105.30 | 21,267 | 125.08 |
| Newton One Investments LLC | 19,724 | 105.30 | 19,615 | 125.11 |
| Pacific Financial Group Inc | 17,251 | 105.33 | 18,789 | 125.07 |
| Ullmann Financial Group, Inc. | 16,708 | 105.34 | 16,705 | 125.11 |
| HB Wealth Management, LLC | 16,630 | 105.29 | 16,630 | 125.08 |
| Signature Estate & Investment Advisors Llc | 9,830 | 105.29 | 9,607 | 125.12 |
| HYA Advisors, Inc | 9,104 | 105.34 | 8,889 | 125.10 |
| Financial Management Network Inc | 8,574 | 106.13 | 7,382 | 126.12 |
| Brookstone Capital Management | 8,283 | 107.93 | 9,610 | 119.46 |
| First National Bank of South Miami | 7,674 | 105.29 | 6,088 | 125.16 |
| Joel Isaacson & Co., LLC | 7,460 | 105.36 | 6,402 | 119.81 |
| Acropolis Investment Management, LLC | 7,222 | 105.37 | 6,073 | 125.14 |
| Raymond James Trust N.a. | 6,449 | 105.29 | 5,766 | 125.04 |
| Calton & Associates, Inc. | 5,717 | 105.30 | 6,498 | 124.96 |
| Perfromance Wealth Partners, LLC | 4,622 | 105.37 | 4,622 | 125.05 |
| Norway Savings Bank | 4,405 | 105.33 | 4,535 | 125.25 |
| Affiance Financial, LLC | 3,760 | 105.32 | 3,734 | 125.07 |
| Allworth Financial LP | 3,630 | 105.23 | 4,909 | 125.08 |
| Planning Center, Inc. | 3,428 | 106.18 | 3,428 | 125.15 |
| Sigma Investment Counselors Inc | 3,270 | 105.20 | 2,270 | 125.11 |
| Bridges Investment Management Inc | 2,961 | 105.37 | 2,961 | 125.30 |
| Gofen & Glossberg Llc /il/ | 2,954 | 105.28 | 2,954 | 125.25 |
| First Heartland Consultants, Inc. | 2,612 | 105.28 | 2,613 | 124.76 |
| FC Advisory LLC | 2,527 | 105.26 | 2,587 | 125.24 |
| HFG Advisors, Inc. | 2,433 | 105.22 | 2,509 | 125.15 |
| YHB Investment Advisors, Inc. | 2,346 | 105.29 | 2,420 | 125.21 |
| Wedmont Private Capital | 2,318 | 105.26 | 2,318 | 125.97 |
| Newman & Schimel, LLC | 2,304 | 105.47 | 2,295 | 125.05 |
| Atlas Brown,Inc. | 2,274 | 105.54 | 2,313 | 124.95 |
| Capital City Trust Co/fl | 2,208 | 105.53 | 2,208 | 125.00 |
| Advisory Alpha, LLC | 2,155 | 105.34 | 2,155 | 125.29 |
| West Coast Financial LLC | 2,152 | 105.48 | 2,152 | 125.00 |
| Global Retirement Partners, LLC | 2,117 | 105.34 | 2,115 | 107.80 |
| Rosenberg Matthew Hamilton | 2,084 | 106.05 | 2,084 | 125.24 |
| Prosperity Planning, Inc. | 1,972 | 110.04 | 1,972 | 125.76 |
| Valley National Advisers Inc | 1,780 | 108.43 | 1,780 | 125.28 |
| CVA Family Office, LLC | 1,282 | 105.30 | 1,282 | 124.80 |
| Optimum Investment Advisors | 1,240 | 105.65 | 1,292 | 125.39 |
| First Financial Corp /in/ | 600 | 105.00 | 600 | 125.00 |
| Pinnacle Bancorp, Inc. | 510 | 105.88 | 510 | 125.49 |
| Tsfg, Llc | 400 | 105.00 | 400 | 125.00 |
| Dividend Asset Capital, Llc | 305 | 104.92 | 48 | 125.00 |
| Global Trust Asset Management, LLC | 208 | 105.77 | 208 | 125.00 |
| Wolff Wiese Magana Llc | 174 | 103.45 | 174 | 126.44 |
| Sugarloaf Wealth Management, LLC | 153 | 104.58 | 152 | 125.00 |
| Baldrige Asset Management LLC | 138 | 108.70 | 138 | 123.19 |
| Gradient Investments LLC | 94 | 106.38 | 258,106 | 125.10 |
| Sargent Bickham Lagudis LLC | 69 | 101.45 | 69 | 130.43 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Arkadios Wealth Advisors | 18,648 | 0.11 | 19,372 | 0.10 |
| 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 |
|---|