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 119 49.00 50.81 49.85
Previous Quarter 103 57.00 56.04 54.68

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 23 19 74 4 42 23
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 4 2 7 1 4 2
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
Bank Of America Corp /de/ 577,495 50.81
Morgan Stanley 486,143 50.81
LPL Financial LLC 283,501 50.81
Advisor Group Holdings, Inc. 280,503 62.92
Raymond James Financial Services Advisors, Inc. 230,348 50.81
Commonwealth Equity Services, Llc 163,647 50.80
Northwestern Mutual Wealth Management Co 156,497 50.81
Financial Advocates Investment Management 137,789 50.81
Sowell Financial Services LLC 118,580 37.73
Cambridge Investment Research Advisors, Inc. 91,349 40.83
Stegent Equity Advisors, Inc. 91,233 50.81
TAP Consulting, LLC 82,589 50.81
Fulcrum Equity Management 79,736 50.81
Private Advisor Group, LLC 78,321 40.83
Royal Bank Of Canada 74,688 50.81
Truist Financial Corp 70,044 50.81
TPG Financial Advisors, LLC 67,142 40.82
Raymond James & Associates 67,015 50.81
CoreCap Advisors, LLC 62,955 50.81
Advisory Resource Group 62,787 50.81

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
Bank Of America Corp /de/ 679,694 56.04
Morgan Stanley 539,791 56.04
Advisor Group Holdings, Inc. 342,091 56.02
LPL Financial LLC 338,793 56.04
Cambridge Investment Research Advisors, Inc. 175,499 56.04
Commonwealth Equity Services, Llc 143,053 56.04
Raymond James Financial Services Advisors, Inc. 122,443 56.04
Financial Advocates Investment Management 116,026 56.04
Fulcrum Equity Management 86,298 56.04
Private Advisor Group, LLC 73,315 56.05
TAP Consulting, LLC 69,195 56.04
Truist Financial Corp 66,453 56.04
TPG Financial Advisors, LLC 66,307 56.04
Advisory Resource Group 66,152 50.41
Raymond James & Associates 65,931 56.04
Stegent Equity Advisors, Inc. 64,688 56.02
Stratos Wealth Advisors, LLC 61,757 56.04
Arkadios Wealth Advisors 61,546 0.05
CoreCap Advisors, LLC 58,669 56.04
Usca Ria Llc 52,673 43.15

 

Recent Quarter Analysis

Name Shares PPS
International Assets Investment Management, Llc 49,046 37.52
DALT - Anfield Capital Diversified Alternatives ETF 42,870 47.89
Anfield Capital Management, LLC 41,231 50.81
Aaron Wealth Advisors LLC 19,358 19.68
Bank Julius Baer & Co. Ltd, Zurich 18,031 50.80
National Asset Management, Inc. 10,539 50.86
Atria Wealth Solutions, Inc. 8,984 50.76
S.C. Financial Services, Inc. 8,346 40.86
Brown Advisory Inc 6,774 50.78
We Are One Seven, LLC 6,638 50.77
Clay Northam Wealth Management, LLC 5,945 50.80
Orion Portfolio Solutions, LLC 5,670 40.92
Great Diamond Partners, LLC 5,054 50.65
V Wealth Advisors LLC 4,042 50.72
Hartland & Co., LLC 520 50.00
Patriot Financial Group Insurance Agency, LLC 300 50.00
Money Concepts Capital Corp 269 52.04
Cwm, Llc 257 50.58
Newbridge Financial Services Group, Inc. 250 40.00
Captrust Financial Advisors 100 50.00
Name Shares PPS
Arkadios Wealth Advisors 61,546 0.05
Usca Ria Llc 52,673 43.15
Investors Financial Group, LLC 10,904 56.03
APCM Wealth Management for Individuals 7,991 56.06
Apollon Wealth Management, LLC 5,531 230.16
Total Clarity Wealth Management, Inc. 4,754 55.95
IHT Wealth Management, LLC 4,262 56.08
Ausdal Financial Partners, Inc. 3,672 56.10
Koshinski Asset Management, Inc. 514 56.42
First Horizon Advisors, Inc. 108 55.56
Community Bank, N.A.
Alaska Permanent Capital Management
Citadel Advisors Llc
Steward Partners Investment Advisory, Llc
IFP Advisors, Inc
Advisor Resource Council
Keybank National Association/oh
Bessemer Group Inc
Goldman Sachs Group Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of America Corp /de/ 577,495 50.81 679,694 56.04
Morgan Stanley 486,143 50.81 539,791 56.04
LPL Financial LLC 283,501 50.81 338,793 56.04
Raymond James Financial Services Advisors, Inc. 230,348 50.81 122,443 56.04
Commonwealth Equity Services, Llc 163,647 50.80 143,053 56.04
Northwestern Mutual Wealth Management Co 156,497 50.81 23,326 56.03
Financial Advocates Investment Management 137,789 50.81 116,026 56.04
Cambridge Investment Research Advisors, Inc. 91,349 40.83 175,499 56.04
Stegent Equity Advisors, Inc. 91,233 50.81 64,688 56.02
TAP Consulting, LLC 82,589 50.81 69,195 56.04
Fulcrum Equity Management 79,736 50.81 86,298 56.04
Private Advisor Group, LLC 78,321 40.83 73,315 56.05
Royal Bank Of Canada 74,688 50.81 39,053 56.05
Truist Financial Corp 70,044 50.81 66,453 56.04
TPG Financial Advisors, LLC 67,142 40.82 66,307 56.04
Raymond James & Associates 67,015 50.81 65,931 56.04
CoreCap Advisors, LLC 62,955 50.81 58,669 56.04
Stratos Wealth Advisors, LLC 61,302 50.81 61,757 56.04
RiverTree Advisors, LLC 55,656 50.81 41,096 56.04
Savior LLC 47,808 51.35 46,743 55.73
Name Current Shares Current PPS Previous Shares Previous PPS
Advisor Group Holdings, Inc. 280,503 62.92 342,091 56.02
Sowell Financial Services LLC 118,580 37.73 0
Advisory Resource Group 62,787 50.81 66,152 50.41
Global Retirement Partners, LLC 1,100 40.91 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Northwestern Mutual Wealth Management Co 133,171 156,497 50.81 23,326 56.03 570.91
Sowell Financial Services LLC 118,580 118,580 37.73 0 0.00
Raymond James Financial Services Advisors, Inc. 107,905 230,348 50.81 122,443 56.04 88.13
Royal Bank Of Canada 35,635 74,688 50.81 39,053 56.05 91.25
Stegent Equity Advisors, Inc. 26,545 91,233 50.81 64,688 56.02 41.04
Financial Advocates Investment Management 21,763 137,789 50.81 116,026 56.04 18.76
Commonwealth Equity Services, Llc 20,594 163,647 50.80 143,053 56.04 14.40
Cetera Advisors LLC 17,842 22,682 50.79 4,840 55.99 368.64
Fermata Advisors, LLC 14,772 42,145 50.82 27,373 56.04 53.97
RiverTree Advisors, LLC 14,560 55,656 50.81 41,096 56.04 35.43
TAP Consulting, LLC 13,394 82,589 50.81 69,195 56.04 19.36
Creative Financial Designs Inc /adv 10,863 12,838 50.79 1,975 56.20 550.03
Equitable Holdings, Inc. 6,817 18,617 50.81 11,800 56.02 57.77
Envestnet Asset Management Inc 6,432 45,304 50.81 38,872 56.03 16.55
Jane Street Group, Llc 6,261 12,492 50.83 6,231 56.01 100.48
Private Advisor Group, LLC 5,006 78,321 40.83 73,315 56.05 6.83
UBS Group AG 4,402 32,658 50.80 28,256 56.02 15.58
CoreCap Advisors, LLC 4,286 62,955 50.81 58,669 56.04 7.31
ERn Financial, LLC 4,176 35,090 50.81 30,914 56.03 13.51
RWM Asset Management, LLC 3,935 17,337 40.84 13,402 56.04 29.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank Of America Corp /de/ 102,199 577,495 50.81 679,694 56.04 -15.04
Cambridge Investment Research Advisors, Inc. 84,150 91,349 40.83 175,499 56.04 -47.95
Advisor Group Holdings, Inc. 61,588 280,503 62.92 342,091 56.02 -18.00
LPL Financial LLC 55,292 283,501 50.81 338,793 56.04 -16.32
Morgan Stanley 53,648 486,143 50.81 539,791 56.04 -9.94
Mainstay Capital Management Llc /adv 33,631 6,824 50.85 40,455 56.04 -83.13
Vista Finance, Llc 20,476 30,576 50.82 51,052 56.04 -40.11
U.S. Capital Wealth Advisors, LLC 7,782 40,344 50.81 48,126 56.04 -16.17
Susquehanna International Group, Llp 7,423 10,311 50.82 17,734 56.05 -41.86
Fulcrum Equity Management 6,562 79,736 50.81 86,298 56.04 -7.60
Meridian Wealth Management, LLC 6,500 18,915 50.81 25,415 56.03 -25.58
Advisory Resource Group 3,365 62,787 50.81 66,152 50.41 -5.09
Brinker Capital Investments, LLC 2,458 4,091 50.84 6,549 56.04 -37.53
Hilltop Holdings Inc. 1,667 4,945 50.76 6,612 55.96 -25.21
Matrix Private Capital Group Llc 1,051 3,931 50.88 4,982 56.00 -21.10
Nottingham Advisors, Inc. 615 12,078 50.84 12,693 56.02 -4.85
Stratos Wealth Advisors, LLC 455 61,302 50.81 61,757 56.04 -0.74
Proequities, Inc. 300 444 51.80 744 56.45 -40.32
Nvwm, Llc 222 222 49.55 444 49.55 -50.00
Avantax Advisory Services, Inc. 150 5,068 51.10 5,218 55.96 -2.87
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

Past Week Analysis

Name Shares PPS
S.C. Financial Services, Inc. 8,346 40.86
Orion Portfolio Solutions, LLC 5,670 40.92
Newbridge Financial Services Group, Inc. 250 40.00
Atticus Wealth Management, Llc 25 40.00
Name Shares PPS
Alaska Permanent Capital Management
Arkadios Wealth Advisors 61,546 0.05
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 91,349 40.83 175,499 56.04
Private Advisor Group, LLC 78,321 40.83 73,315 56.05
TPG Financial Advisors, LLC 67,142 40.82 66,307 56.04
RWM Asset Management, LLC 17,337 40.84 13,402 56.04
Herold Advisors, Inc. 5,000 40.80 5,000 56.00
CVA Family Office, LLC 100 40.00 100 60.00
Wolff Wiese Magana Llc 81 37.04 205 53.66
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 1,100 40.91 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 5,006 78,321 40.83 73,315 56.05 6.83
RWM Asset Management, LLC 3,935 17,337 40.84 13,402 56.04 29.36
Global Retirement Partners, LLC 1,100 1,100 40.91 0 0.00
TPG Financial Advisors, LLC 835 67,142 40.82 66,307 56.04 1.26
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 84,150 91,349 40.83 175,499 56.04 -47.95
Wolff Wiese Magana Llc 124 81 37.04 205 53.66 -60.49
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