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 103 NaN 0.00 46.13
Previous Quarter 111 NaN 0.00 46.15

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 2 30 6 0 1 2
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 0 0 3 0 1 1
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 2,728,663 0.00 0.00 0 0.00 0.00
Previous Quarter 1,353,547 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
State of Tennessee, Treasury Department 4,602,274 46.18
BlackRock Inc. 1,375,116
BlackRock Inc. 1,353,547 46.16
Jane Street Group, Llc 282,029 46.16
Macquarie Group Ltd 250,103 46.18
Morgan Stanley 221,740 46.16
UBS Group AG 188,818 46.16
Amundi 140,000 46.89
Credit Suisse Ag/ 98,786 46.18
Artisan Partners Limited Partnership 97,534 46.18
Old Mission Capital Llc 90,586 46.16
SG Americas Securities, LLC 80,000 46.16
Wells Fargo & Company/mn 75,879 46.15
Schroder Investment Management Group 48,585 46.19
Citadel Advisors Llc 34,811 46.19
Banque Pictet & Cie Sa 32,730 46.17
LPL Financial LLC 31,157 46.15
Phoenix Holdings Ltd. 30,466 46.15
Flow Traders U.s. Llc 28,718 46.17
Royal Bank Of Canada 27,135 46.18

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
State of Tennessee, Treasury Department 4,602,274 46.18
BlackRock Inc. 1,353,547 46.16
Jane Street Group, Llc 282,029 46.16
Macquarie Group Ltd 250,103 46.18
Morgan Stanley 221,740 46.16
UBS Group AG 188,818 46.16
Amundi 140,000 46.89
Credit Suisse Ag/ 98,786 46.18
Artisan Partners Limited Partnership 97,534 46.18
Old Mission Capital Llc 90,586 46.16
SG Americas Securities, LLC 80,000 46.16
Wells Fargo & Company/mn 75,879 46.15
Schroder Investment Management Group 48,585 46.19
Citadel Advisors Llc 34,811 46.19
Banque Pictet & Cie Sa 32,730 46.17
LPL Financial LLC 31,157 46.15
Phoenix Holdings Ltd. 30,466 46.15
Flow Traders U.s. Llc 28,718 46.17
Royal Bank Of Canada 27,135 46.18
Susquehanna International Group, Llp 26,210 46.17

 

Recent Quarter Analysis

Name Shares PPS
BlackRock Inc. 1,375,116
ACG Wealth 17 58.82
Name Shares PPS
IFP Advisors, Inc 12,226 48.67
Wealth Quarterback LLC 76
Citigroup Inc
Captrust Financial Advisors
Agf Investments Inc.
Meitav Dash Investments Ltd
Paradigm, Strategies in Wealth Management, LLC
Brookstone Capital Management
Bank Of Montreal /can/
Somerset Capital Management LLP
Banco Bilbao Vizcaya Argentaria, S.a.
Total Clarity Wealth Management, Inc.
Marshall Wace, Llp
Steward Partners Investment Advisory, Llc
Fifth Third Bancorp
Allegheny Financial Group LTD
Tower Research Capital LLC (TRC)
Raymond James & Associates
Belpointe Asset Management LLC
Townsquare Capital Llc
Proequities, Inc.
Spectrum Management Group, LLC
Barometer Capital Management Inc.
Cetera Advisor Networks LLC
CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares
Qube Research & Technologies Ltd
Arkadios Wealth Advisors
TFAGX - TFA AlphaGen Growth Fund Class I
Baker Tilly Financial, Llc
Cambridge Investment Research Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 14,173 41.06 14,996 46.15
Commonwealth Equity Services, Llc 11,145 41.00 11,030 46.15
Spire Wealth Management 850 41.18 850 45.88
Tompkins Financial Corp 600 41.67 600 46.67
Allworth Financial LP 271 40.59 328 45.73
AdvisorNet Financial, Inc 200 40.00 200 45.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 115 11,145 41.00 11,030 46.15 1.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 823 14,173 41.06 14,996 46.15 -5.49
Allworth Financial LP 57 271 40.59 328 45.73 -17.38
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 14,173 41.06 14,996 46.15
Commonwealth Equity Services, Llc 11,145 41.00 11,030 46.15
Spire Wealth Management 850 41.18 850 45.88
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 115 11,145 41.00 11,030 46.15 1.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 823 14,173 41.06 14,996 46.15 -5.49
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