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 213 357.00 39.13 41.95
Previous Quarter 240 51.00 52.12 51.76

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 11 102 122 8 38 59
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 0 0 0 0
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
Citigroup Inc 1,130,912 39.13
Royal Bank Of Canada 153,530 39.13
LPL Financial LLC 151,098 39.13
U.S. Capital Wealth Advisors, LLC 132,349 39.13
Biltmore Family Office, LLC 128,869 39.14
AGOX - Adaptive Growth Opportunities ETF 124,830 45.94
Cavalier Investments, LLC 123,088 39.13
Scotia Capital Inc. 106,427 39.13
Advisor Group Holdings, Inc. 91,027 39.16
Kwmg, Llc 86,917 39.13
Cambridge Investment Research Advisors, Inc. 86,065 39.13
Prudential Plc 82,878 39.65
Raymond James Financial Services Advisors, Inc. 68,603 39.14
Means Investment Co., Inc. 67,648 39.13
626 Financial, LLC 62,184 39.27
Commonwealth Equity Services, Llc 60,114 39.13
Jane Street Group, Llc 59,960 39.13
Cetera Advisor Networks LLC 57,061 39.13
Brookstone Capital Management 56,346 40.77
Bank of New Hampshire 54,037 39.12

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
Citigroup Inc 1,107,527 52.12
Baker Avenue Asset Management, LP 360,954 52.12
Royal Bank Of Canada 196,446 52.12
LPL Financial LLC 161,818 52.12
Biltmore Family Office, LLC 148,545 52.12
U.S. Capital Wealth Advisors, LLC 132,077 52.12
Cavalier Investments, LLC 121,179 52.12
AGOX - Adaptive Growth Opportunities ETF 117,878 51.34
Advisor Group Holdings, Inc. 106,066 49.15
Scotia Capital Inc. 105,564 52.12
Raymond James Financial Services Advisors, Inc. 96,606 52.12
Cambridge Investment Research Advisors, Inc. 93,801 52.12
Prudential Plc 82,878 53.07
Mirae Asset Global Investments Co., Ltd. 71,660 52.12
Kwmg, Llc 70,962 52.13
Jane Street Group, Llc 66,597 52.12
Means Investment Co., Inc. 65,017 52.12
Cetera Advisors LLC 62,534 52.12
626 Financial, LLC 62,213 52.13
Commonwealth Equity Services, Llc 61,901 52.12

 

Recent Quarter Analysis

Name Shares PPS
Johnson Investment Counsel Inc 15,270 39.16
Merit Financial Group, LLC 8,617 39.11
Strategic Blueprint, LLC 8,269 39.18
Montag & Caldwell, Llc 7,287 39.11
Seacrest Wealth Management, Llc 2,280 39.04
Whittier Trust Co Of Nevada Inc 1,558 39.15
Urban Wealth Management, LLC 325 40.00
Horizons Wealth Management 300 46.67
Wolff Wiese Magana Llc 182 38.46
TCI Wealth Advisors, Inc. 100 40.00
Venture Visionary Partners LLC 62 39129.03
Name Shares PPS
Baker Avenue Asset Management, LP 360,954 52.12
Susquehanna International Group, Llp 41,572 52.13
Citadel Advisors Llc 40,444 52.12
Citadel Advisors Llc 40,444 52.12
HBK Sorce Advisory LLC 30,960 52.13
Psagot Investment House Ltd. 20,879 67.68
Wolf Group Capital Advisors 20,116 52.10
Discovery Capital Management, Llc / Ct 18,933 52.13
Creative Planning 13,524 52.13
Private Advisor Group, LLC 12,802 52.10
NEXT Financial Group, Inc 10,346 58.09
QAWSX - Q3 ALL-WEATHER SECTOR ROTATION FUND Investor Class 8,800 57.27
Personal Cfo Solutions, Llc 8,181 52.07
Eidelman Virant Capital 6,260 52.08
Stratos Wealth Partners, LTD. 5,261 52.08
All Season Financial Advisors, Inc. 5,141 52.13
Centaurus Financial, Inc. 4,640 52.16
Flow Traders U.s. Llc 4,615 52.22
Advisory Services Network, LLC 4,552 52.07
Retirement Planning Co of New England, Inc. 4,371 51.93
Concorde Asset Management, LLC 4,290 52.21
Allied Investment Advisors, LLC 4,010 52.12
Wealth Quarterback LLC 1,462
IFP Advisors, Inc 1,043 48.90
SOUTH STATE Corp 1,000 52.00
Glassman Wealth Services 514 52.53
Optiver Holding B.V. 511 52.84
Western Pacific Wealth Management, LP 325 49.23
Global Trust Asset Management, LLC 100 50.00
Sonora Investment Management, LLC 62 64.52
Capital Advisors, Ltd. LLC 56 53.57
Mutual Advisors, LLC
Pekin Hardy Strauss, Inc.
Paradigm, Strategies in Wealth Management, LLC
Total Clarity Wealth Management, Inc.
Deutsche Bank Ag\
Meitav Dash Investments Ltd
Financial Sense Advisors, Inc.
Capital Asset Advisory Services LLC
Q3 Asset Management
Gladstone Institutional Advisory LLC
Newman Dignan & Sheerar, Inc.
Umb Bank N A/mo
Vontobel Holding Ltd.
Tocqueville Asset Management L.p.
Ahl Investment Management, Inc.
Verus Capital Partners, Llc
Quad-Cities Investment Group, LLC
Horizon Financial Services, Llc
Kings Point Capital Management
Systematic Alpha Investments, LLC
Ellevest, Inc.
Delta Asset Management Llc/tn
Pnc Financial Services Group, Inc.
Institute for Wealth Management, LLC.
Millennium Management Llc
Mystic Asset Management, Inc.
Oppenheimer Asset Management Inc.
Raymond James Trust N.a.
Blue Bell Private Wealth Management, Llc
Fifth Third Bancorp
Cox Capital Mgt LLC
Van Leeuwen & Company, LLC
Liberty Wealth Management Llc
Wealthstar Advisors, Llc
Beacon Financial Advisory LLC
Migdal Insurance & Financial Holdings Ltd.
Capital One Financial Corp
Condor Capital Management
Northeast Financial Consultants Inc
Moors & Cabot, Inc.
Confluence Wealth Services, Inc.
Renaissance Technologies Llc
Gerber Kawasaki Wealth & Investment Management
Farmers & Merchants Trust Co of Chambersburg PA
Guardian Wealth Advisors, Llc / Nc
Pacitti Group Inc.
United Capital Financial Advisers, Llc
Ambassador Advisors, LLC
Brasada Capital Management, Lp
Sugarloaf Wealth Management, LLC
Canal Capital Management, LLC
Flagship Private Wealth, LLC
Nottingham Advisors, Inc.
BDO Wealth Advisors, LLC
Bank Julius Baer & Co. Ltd, Zurich
Acorn Wealth Advisors, LLC
Sigma Planning Corp
Huntington National Bank
Montag A & Associates Inc
Florin Court Capital LLP
Access Financial Services, Inc.
Arete Wealth Advisors, LLC
Phoenix Holdings Ltd.
Colonial Trust Advisors
WT Wealth Management
Capital Advisors Wealth Management, LLC
BEAM Asset Management, LLC
Community Bank, N.A.
AE Wealth Management LLC
Fmr Llc
Magnolia Capital Advisors Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Citigroup Inc 1,130,912 39.13 1,107,527 52.12
Royal Bank Of Canada 153,530 39.13 196,446 52.12
LPL Financial LLC 151,098 39.13 161,818 52.12
U.S. Capital Wealth Advisors, LLC 132,349 39.13 132,077 52.12
Biltmore Family Office, LLC 128,869 39.14 148,545 52.12
AGOX - Adaptive Growth Opportunities ETF 124,830 45.94 117,878 51.34
Cavalier Investments, LLC 123,088 39.13 121,179 52.12
Scotia Capital Inc. 106,427 39.13 105,564 52.12
Advisor Group Holdings, Inc. 91,027 39.16 106,066 49.15
Kwmg, Llc 86,917 39.13 70,962 52.13
Cambridge Investment Research Advisors, Inc. 86,065 39.13 93,801 52.12
Prudential Plc 82,878 39.65 82,878 53.07
Raymond James Financial Services Advisors, Inc. 68,603 39.14 96,606 52.12
Means Investment Co., Inc. 67,648 39.13 65,017 52.12
626 Financial, LLC 62,184 39.27 62,213 52.13
Commonwealth Equity Services, Llc 60,114 39.13 61,901 52.12
Jane Street Group, Llc 59,960 39.13 66,597 52.12
Cetera Advisor Networks LLC 57,061 39.13 57,785 52.12
Brookstone Capital Management 56,346 40.77 28,126 49.53
Bank of New Hampshire 54,037 39.12 41,630 52.13
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 18,048 0.06 18,426 0.05
HBW Advisory Services LLC 10,611 39.11 0
Colony Group Llc 7,034 39.10 0
Captrust Financial Advisors 1,961 39.27 0
Castleview Partners, Llc 1,619 5799.88 40 50.00
Qube Research & Technologies Ltd 1,120 39.29 0
Wagner Wealth Management, Llc 107 37.38 0
Spire Wealth Management 100 40.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Credit Suisse Ag/ 36,902 46,318 39.12 9,416 52.15 391.91
Brookstone Capital Management 28,220 56,346 40.77 28,126 49.53 100.33
Citigroup Inc 23,385 1,130,912 39.13 1,107,527 52.12 2.11
Kwmg, Llc 15,955 86,917 39.13 70,962 52.13 22.48
SOL Capital Management CO 12,465 39,239 39.12 26,774 52.10 46.56
Bank of New Hampshire 12,407 54,037 39.12 41,630 52.13 29.80
HBW Advisory Services LLC 10,611 10,611 39.11 0 0.00
Essex LLC 10,255 22,135 39.12 11,880 52.10 86.32
Colony Group Llc 7,034 7,034 39.10 0 0.00
AGOX - Adaptive Growth Opportunities ETF 6,952 124,830 45.94 117,878 51.34 5.90
InterOcean Capital Group, LLC 3,936 27,937 39.12 24,001 52.12 16.40
Means Investment Co., Inc. 2,631 67,648 39.13 65,017 52.12 4.05
National Bank Of Canada /fi/ 2,275 7,827 39.10 5,552 52.05 40.98
Captrust Financial Advisors 1,961 1,961 39.27 0 0.00
Wealthfront Advisers Llc 1,925 10,221 39.14 8,296 52.07 23.20
Cavalier Investments, LLC 1,909 123,088 39.13 121,179 52.12 1.58
Atria Wealth Solutions, Inc. 1,638 20,575 39.17 18,937 52.12 8.65
Castleview Partners, Llc 1,579 1,619 5799.88 40 50.00 3947.50
Qube Research & Technologies Ltd 1,120 1,120 39.29 0 0.00
Activest Wealth Management 934 2,168 39.21 1,234 51.86 75.69
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Royal Bank Of Canada 42,916 153,530 39.13 196,446 52.12 -21.85
Raymond James Financial Services Advisors, Inc. 28,003 68,603 39.14 96,606 52.12 -28.99
Spence Asset Management 25,110 30 33.33 25,140 52.11 -99.88
Mirae Asset Global Investments Co., Ltd. 23,924 47,736 39.13 71,660 52.12 -33.39
Cetera Advisors LLC 22,033 40,501 39.13 62,534 52.12 -35.23
Citadel Advisors Llc 20,791 19,653 39.13 40,444 52.12 -51.41
Biltmore Family Office, LLC 19,676 128,869 39.14 148,545 52.12 -13.25
First Republic Investment Management, Inc. 15,801 40,134 39.12 55,935 52.11 -28.25
Advisor Group Holdings, Inc. 15,039 91,027 39.16 106,066 49.15 -14.18
Equitable Holdings, Inc. 11,653 14,395 39.11 26,048 52.13 -44.74
LPL Financial LLC 10,720 151,098 39.13 161,818 52.12 -6.62
Cambridge Investment Research Advisors, Inc. 7,736 86,065 39.13 93,801 52.12 -8.25
Ayalon Holdings Ltd. 7,091 245 40.82 7,336 52.07 -96.66
Jane Street Group, Llc 6,637 59,960 39.13 66,597 52.12 -9.97
Wedbush Securities Inc 6,496 24,625 39.15 31,121 52.12 -20.87
Envestnet Asset Management Inc 6,056 13,644 39.14 19,700 52.13 -30.74
Oppenheimer & Co Inc 5,098 35,921 39.14 41,019 52.12 -12.43
Kestra Advisory Services, LLC 4,736 9,694 14,430 0.07 -32.82
Summit Wealth & Retirement Planning, Inc. 3,800 6,240 39.10 10,040 52.09 -37.85
Money Concepts Capital Corp 3,571 750 40.00 4,321 52.07 -82.64
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
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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