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 171 32.00 33.31 32.64
Previous Quarter 183 272.00 33.31 34.07

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 0 35 14 0 13 1
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 2 12 0 11 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 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
Jpmorgan Chase & Co 5,294,926 33.31
Equitable Trust Co 1,890,590 33.31
Aptus Capital Advisors, LLC 1,077,873 33.31
Shufro Rose & Co Llc 844,424 33.31
Wells Fargo & Company/mn 596,725 33.31
UBS Group AG 492,093 33.31
Money Concepts Capital Corp 469,066 33.31
Royal Bank Of Canada 432,634 33.31
TrinityPoint Wealth, LLC 401,237 33.31
HighTower Advisors, LLC 369,517 33.32
Sugarloaf Wealth Management, LLC 346,976 28.54
WealthPLAN Partners, LLC 344,118 31.77
NewEdge Wealth, LLC 335,252 33.31
One Charles Private Wealth Services, LLC 333,745 33.31
Raymond James & Associates 325,678 33.31
TMD Wealth Management, LLC 283,749 33.31
Commonwealth Equity Services, Llc 283,691 33.31
Engrave Wealth Partners LLC 258,847 28.54
Fiduciary Planning LLC 244,768 33.31
New England Private Wealth Advisors LLC 237,332 33.30

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
Jpmorgan Chase & Co 5,294,926 33.31
Equitable Trust Co 1,890,590 33.31
Aptus Capital Advisors, LLC 1,077,873 33.31
Shufro Rose & Co Llc 844,424 33.31
Wells Fargo & Company/mn 596,725 33.31
UBS Group AG 492,093 33.31
Money Concepts Capital Corp 469,066 33.31
Royal Bank Of Canada 432,634 33.31
TrinityPoint Wealth, LLC 401,237 33.31
HighTower Advisors, LLC 369,517 33.32
WealthPLAN Partners, LLC 344,118 31.77
Sugarloaf Wealth Management, LLC 342,087 33.34
NewEdge Wealth, LLC 335,252 33.31
One Charles Private Wealth Services, LLC 333,745 33.31
Raymond James & Associates 325,678 33.31
TMD Wealth Management, LLC 283,749 33.31
Commonwealth Equity Services, Llc 283,691 33.31
Engrave Wealth Partners LLC 248,035 33.31
Fiduciary Planning LLC 244,768 33.31
New England Private Wealth Advisors LLC 237,332 33.30

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp 31,400 33.31
IFP Advisors, Inc 17,124 34.40
Orion Portfolio Solutions, LLC 11,373 33.32
Newport Wealth Strategies, Inc. 9,170 29.23
Herold Advisors, Inc. 700 33310.00
Ameritas Investment Corp
Stratos Wealth Advisors, LLC
Mark Sheptoff Financial Planning, Llc
Caption Management, LLC
Windsor Creek Advisors, Llc
Proficio Capital Partners LLC
Simplex Trading, Llc
Advisor OS, LLC
Institutional & Family Asset Management, Llc
Wealthcare Advisory Partners LLC
Wolverine Trading, Llc
Bartlett & Co. LLC
Danda Trouve Investment Management, Inc.
Eudaimonia Advisors Llc
Pinnacle Wealth Management Group, Inc.
All Season Financial Advisors, Inc.
BCJ Capital Management, LLC
GWM Advisors LLC
Ausdal Financial Partners, Inc.
Koshinski Asset Management, Inc.
Sowell Financial Services LLC
Thrivent Financial For Lutherans
Blue Bell Private Wealth Management, Llc
Monticello Wealth Management, Llc
IPG Investment Advisors LLC
Fermata Advisors, LLC
Tradition Wealth Management, LLC
AXS Investments LLC
BEAM Asset Management, LLC
HAP Trading, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Sugarloaf Wealth Management, LLC 346,976 28.54 342,087 33.34
Engrave Wealth Partners LLC 258,847 28.54 248,035 33.31
Lowe Wealth Advisors, LLC 177,134 28.54 165,032 33.31
Cambridge Investment Research Advisors, Inc. 101,542 28.54 96,262 33.30
One + One Wealth Management, Llc 57,784 28.54 42,461 33.30
Carlton Hofferkamp & Jenks Wealth Management, LLC 51,420 28.59 51,920 34.03
Boenning & Scattergood, Inc. 44,657 28.55 42,568 33.31
PFG Advisors 27,988 28.55 23,918 33.32
Old Port Advisors 23,558 27.97 15,216 33.78
S.C. Financial Services, Inc. 18,844 28.55 7,238 33.30
Private Advisor Group, LLC 13,491 28.54 11,545 33.35
Meadow Creek Wealth Advisors Llc 10,308 28.52 9,368 33.30
Evanson Asset Management, LLC 9,070 28.56 9,016 33.27
Global Retirement Partners, LLC 1,209 28.95 1,190 31.09
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
One + One Wealth Management, Llc 15,323 57,784 28.54 42,461 33.30 36.09
Lowe Wealth Advisors, LLC 12,102 177,134 28.54 165,032 33.31 7.33
S.C. Financial Services, Inc. 11,606 18,844 28.55 7,238 33.30 160.35
Engrave Wealth Partners LLC 10,812 258,847 28.54 248,035 33.31 4.36
Old Port Advisors 8,342 23,558 27.97 15,216 33.78 54.82
Cambridge Investment Research Advisors, Inc. 5,280 101,542 28.54 96,262 33.30 5.49
Sugarloaf Wealth Management, LLC 4,889 346,976 28.54 342,087 33.34 1.43
PFG Advisors 4,070 27,988 28.55 23,918 33.32 17.02
Boenning & Scattergood, Inc. 2,089 44,657 28.55 42,568 33.31 4.91
Private Advisor Group, LLC 1,946 13,491 28.54 11,545 33.35 16.86
Meadow Creek Wealth Advisors Llc 940 10,308 28.52 9,368 33.30 10.03
Evanson Asset Management, LLC 54 9,070 28.56 9,016 33.27 0.60
Global Retirement Partners, LLC 19 1,209 28.95 1,190 31.09 1.60
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Carlton Hofferkamp & Jenks Wealth Management, LLC 500 51,420 28.59 51,920 34.03 -0.96
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
Herold Advisors, Inc. 700 33310.00
Orion Portfolio Solutions, LLC 11,373 33.32
Name Current Shares Current PPS Previous Shares Previous PPS
Sugarloaf Wealth Management, LLC 346,976 28.54 342,087 33.34
Engrave Wealth Partners LLC 258,847 28.54 248,035 33.31
Cambridge Investment Research Advisors, Inc. 101,542 28.54 96,262 33.30
One + One Wealth Management, Llc 57,784 28.54 42,461 33.30
Carlton Hofferkamp & Jenks Wealth Management, LLC 51,420 28.59 51,920 34.03
Boenning & Scattergood, Inc. 44,657 28.55 42,568 33.31
PFG Advisors 27,988 28.55 23,918 33.32
S.C. Financial Services, Inc. 18,844 28.55 7,238 33.30
Private Advisor Group, LLC 13,491 28.54 11,545 33.35
Meadow Creek Wealth Advisors Llc 10,308 28.52 9,368 33.30
Evanson Asset Management, LLC 9,070 28.56 9,016 33.27
Global Retirement Partners, LLC 1,209 28.95 1,190 31.09
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
One + One Wealth Management, Llc 15,323 57,784 28.54 42,461 33.30 36.09
S.C. Financial Services, Inc. 11,606 18,844 28.55 7,238 33.30 160.35
Engrave Wealth Partners LLC 10,812 258,847 28.54 248,035 33.31 4.36
Cambridge Investment Research Advisors, Inc. 5,280 101,542 28.54 96,262 33.30 5.49
Sugarloaf Wealth Management, LLC 4,889 346,976 28.54 342,087 33.34 1.43
PFG Advisors 4,070 27,988 28.55 23,918 33.32 17.02
Boenning & Scattergood, Inc. 2,089 44,657 28.55 42,568 33.31 4.91
Private Advisor Group, LLC 1,946 13,491 28.54 11,545 33.35 16.86
Meadow Creek Wealth Advisors Llc 940 10,308 28.52 9,368 33.30 10.03
Evanson Asset Management, LLC 54 9,070 28.56 9,016 33.27 0.60
Global Retirement Partners, LLC 19 1,209 28.95 1,190 31.09 1.60
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Carlton Hofferkamp & Jenks Wealth Management, LLC 500 51,420 28.59 51,920 34.03 -0.96
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