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 222 73.00 76.04 75.64
Previous Quarter 228 75.00 76.05 75.79

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 40 15 0 8 3
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 1 14 0 8 3
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 50,883,352 0.00 0.00 0 0.00 0.00
Previous Quarter 25,495,358 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
BlackRock Inc. 25,495,358 76.05
BlackRock Inc. 25,387,994
Northwestern Mutual Wealth Management Co 1,975,038 76.05
Amplius Wealth Advisors, LLC 1,021,764 76.05
Bank Of America Corp /de/ 635,104 76.05
Morgan Stanley 459,336 76.05
UBS Group AG 356,432 76.05
Royal Bank Of Canada 298,460 76.05
Ameriprise Financial Inc 276,036 76.02
Stephens Inc /ar/ 263,337 76.05
Scotia Capital Inc. 186,127 76.05
Raymond James & Associates 179,918 76.05
LPL Financial LLC 170,839 76.05
Jane Street Group, Llc 161,261 76.05
Envestnet Asset Management Inc 143,763 76.05
Connecticut Wealth Management, LLC 118,924 64.07
Bank Of Montreal /can/ 105,004 77.41
Susquehanna International Group, Llp 94,267 76.05
Commonwealth Equity Services, Llc 94,077 76.04
Private Advisor Group, LLC 88,016 64.07

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
BlackRock Inc. 25,495,358 76.05
Northwestern Mutual Wealth Management Co 1,975,038 76.05
Amplius Wealth Advisors, LLC 1,021,764 76.05
Bank Of America Corp /de/ 635,104 76.05
Morgan Stanley 459,336 76.05
UBS Group AG 356,432 76.05
Royal Bank Of Canada 298,460 76.05
Ameriprise Financial Inc 276,036 76.02
Stephens Inc /ar/ 263,337 76.05
Scotia Capital Inc. 186,127 76.05
Raymond James & Associates 179,918 76.05
LPL Financial LLC 170,839 76.05
Jane Street Group, Llc 161,261 76.05
Envestnet Asset Management Inc 143,763 76.05
Carroll Financial Associates, Inc. 128,446 78.66
Private Advisor Group, LLC 121,898 76.05
Connecticut Wealth Management, LLC 118,712 76.05
Bank Of Montreal /can/ 105,004 77.41
Susquehanna International Group, Llp 94,267 76.05
Commonwealth Equity Services, Llc 94,077 76.04

 

Recent Quarter Analysis

Name Shares PPS
One + One Wealth Management, Llc 23,822 64.06
AdvisorNet Financial, Inc 52 57.69
Name Shares PPS
Bank Of America Corp /de/ 635,104 76.05
Carroll Financial Associates, Inc. 128,446 78.66
Parallel Advisors, LLC 4,800 77.08
Ameritas Investment Corp 4,547
IFP Advisors, Inc 3,072 78.78
Future Financial Wealth Managment LLC 2,452 75.86
Berman Capital Advisors, LLC 2,000 71.00
Koshinski Asset Management, Inc. 548 76.64
Sonora Investment Management, LLC 200 70.00
Advisory Services Network, LLC
Joseph P. Lucia & Associates, LLC
Eubel Brady & Suttman Asset Management Inc
Ironwood Financial, llc
Financial Council Asset Management Inc
Consilio Wealth Advisors, Llc
Barrett Asset Management, LLC
Proequities, Inc.
Financial Enhancement Group LLC
Cutler Group LP
AE Wealth Management LLC
TAP Consulting, LLC
Atlas Private Wealth Advisors
Barclays Plc
Marshall Wace, Llp
O'ROURKE & COMPANY, Inc
WestEnd Advisors, LLC
Renaissance Technologies Llc
SlateStone Wealth, LLC
Cornerstone Wealth Management, LLC
Clarity Financial LLC
Walled Lake Planning & Wealth Management, Llc
Silvercrest Asset Management Group Llc
CoreCap Advisors, LLC
Cutler Group LP
Vontobel Holding Ltd.
Confluence Wealth Services, Inc.
Sowell Financial Services LLC
GeoWealth Management, LLC
Jacobi Capital Management LLC
Brookstone Capital Management
Name Current Shares Current PPS Previous Shares Previous PPS
Connecticut Wealth Management, LLC 118,924 64.07 118,712 76.05
Private Advisor Group, LLC 88,016 64.07 121,898 76.05
180 Wealth Advisors, Llc 58,879 64.61 59,680 74.58
Cambridge Investment Research Advisors, Inc. 52,960 64.07 85,851 76.05
RDA Financial Network 21,971 64.08 21,807 76.03
Raymond James Trust N.a. 19,221 64.04 12,739 76.07
Flagship Harbor Advisors, Llc 13,192 64.05 13,123 76.05
Ignite Planners, LLC 7,369 65.82 7,297 71.95
Gofen & Glossberg Llc /il/ 6,094 64.00 6,094 75.98
McKinley Carter Wealth Services, Inc. 3,592 64.03 3,514 75.98
Summit Financial Group, Inc. 3,305 64.15 3,305 75.95
Allworth Financial LP 2,199 64.12 2,058 76.29
Affiance Financial, LLC 1,348 63.80 1,348 76.41
Tsfg, Llc 200 65.00 197 76.14
Sound Income Strategies, LLC 34 58.82 34 88.24
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Raymond James Trust N.a. 6,482 19,221 64.04 12,739 76.07 50.88
Connecticut Wealth Management, LLC 212 118,924 64.07 118,712 76.05 0.18
RDA Financial Network 164 21,971 64.08 21,807 76.03 0.75
Allworth Financial LP 141 2,199 64.12 2,058 76.29 6.85
McKinley Carter Wealth Services, Inc. 78 3,592 64.03 3,514 75.98 2.22
Ignite Planners, LLC 72 7,369 65.82 7,297 71.95 0.99
Flagship Harbor Advisors, Llc 69 13,192 64.05 13,123 76.05 0.53
Tsfg, Llc 3 200 65.00 197 76.14 1.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 33,882 88,016 64.07 121,898 76.05 -27.80
Cambridge Investment Research Advisors, Inc. 32,891 52,960 64.07 85,851 76.05 -38.31
180 Wealth Advisors, Llc 801 58,879 64.61 59,680 74.58 -1.34
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
TAP Consulting, LLC 0
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
One + One Wealth Management, Llc 23,822 64.06
Name Shares PPS
Koshinski Asset Management, Inc. 548 76.64
Name Current Shares Current PPS Previous Shares Previous PPS
Connecticut Wealth Management, LLC 118,924 64.07 118,712 76.05
Private Advisor Group, LLC 88,016 64.07 121,898 76.05
180 Wealth Advisors, Llc 58,879 64.61 59,680 74.58
Cambridge Investment Research Advisors, Inc. 52,960 64.07 85,851 76.05
RDA Financial Network 21,971 64.08 21,807 76.03
Raymond James Trust N.a. 19,221 64.04 12,739 76.07
Flagship Harbor Advisors, Llc 13,192 64.05 13,123 76.05
Ignite Planners, LLC 7,369 65.82 7,297 71.95
Gofen & Glossberg Llc /il/ 6,094 64.00 6,094 75.98
McKinley Carter Wealth Services, Inc. 3,592 64.03 3,514 75.98
Allworth Financial LP 2,199 64.12 2,058 76.29
Affiance Financial, LLC 1,348 63.80 1,348 76.41
Tsfg, Llc 200 65.00 197 76.14
Sound Income Strategies, LLC 34 58.82 34 88.24
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Raymond James Trust N.a. 6,482 19,221 64.04 12,739 76.07 50.88
Connecticut Wealth Management, LLC 212 118,924 64.07 118,712 76.05 0.18
RDA Financial Network 164 21,971 64.08 21,807 76.03 0.75
Allworth Financial LP 141 2,199 64.12 2,058 76.29 6.85
McKinley Carter Wealth Services, Inc. 78 3,592 64.03 3,514 75.98 2.22
Ignite Planners, LLC 72 7,369 65.82 7,297 71.95 0.99
Flagship Harbor Advisors, Llc 69 13,192 64.05 13,123 76.05 0.53
Tsfg, Llc 3 200 65.00 197 76.14 1.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 33,882 88,016 64.07 121,898 76.05 -27.80
Cambridge Investment Research Advisors, Inc. 32,891 52,960 64.07 85,851 76.05 -38.31
180 Wealth Advisors, Llc 801 58,879 64.61 59,680 74.58 -1.34
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