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 72 1036.00 55.98 85.20
Previous Quarter 79 1020.00 55.99 85.24

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 19 3 0 0 0
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 2 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
LPL Financial LLC 106,012 55.98
International Assets Investment Management, Llc 24,377 18.01
UBS Group AG 15,263 55.95
Citadel Advisors Llc 14,379 55.98
Royal Bank Of Canada 12,375 56.08
Us Bancorp \de\ 11,493 55.95
Raymond James & Associates 10,152 55.95
Melone Private Wealth, LLC 9,678 47.43
Advisor Group Holdings, Inc. 9,080 56.06
Pathstone Family Office, Llc 8,884 56.06
BCS Wealth Management 8,638 56.03
55i, Llc 7,971 55.95
Pekin Hardy Strauss, Inc. 7,875 56.00
Omnia Family Wealth, LLC 7,609 55.99
Old Mission Capital Llc 7,040 55.97
Cetera Advisors LLC 6,752 55.98
Camden Capital, LLC 6,171 55.91
Commonwealth Equity Services, Llc 5,606 55.83
Marshall Wace, Llp 5,524 56.12
Envestnet Asset Management Inc 5,472 55.92

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
LPL Financial LLC 106,012 55.98
International Assets Investment Management, Llc 24,377 18.01
UBS Group AG 15,263 55.95
Citadel Advisors Llc 14,379 55.98
Royal Bank Of Canada 12,375 56.08
Us Bancorp \de\ 11,493 55.95
Raymond James & Associates 10,152 55.95
Melone Private Wealth, LLC 9,678 51.15
Advisor Group Holdings, Inc. 9,080 56.06
Pathstone Family Office, Llc 8,884 56.06
BCS Wealth Management 8,638 56.03
55i, Llc 7,971 55.95
Pekin Hardy Strauss, Inc. 7,875 56.00
Omnia Family Wealth, LLC 7,609 55.99
Old Mission Capital Llc 7,040 55.97
Cetera Advisors LLC 6,752 55.98
Camden Capital, LLC 6,171 55.91
Commonwealth Equity Services, Llc 5,606 55.83
Marshall Wace, Llp 5,524 56.12
Envestnet Asset Management Inc 5,472 55.92

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
IFP Advisors, Inc 1,525 62.95
Advisory Services Network, LLC
Stonebridge Financial Planning Group, LLC
PFG Advisors
Captrust Financial Advisors
Raymond James Financial Services Advisors, Inc.
Snowden Capital Advisors LLC
Chicago Partners Investment Group LLC
Defender Capital, LLC.
Comprehensive Financial Consultants Institutional, Inc.
Integrated Wealth Concepts LLC
Janney Montgomery Scott LLC
Chilton Capital Management Llc
Cambridge Investment Research Advisors, Inc.
Ausdal Financial Partners, Inc.
Proequities, Inc.
HAP Trading, LLC
Evolution Wealth Advisors, LLC
Flow Traders U.s. Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Melone Private Wealth, LLC 9,678 47.43 9,678 51.15
Activest Wealth Management 1,275 45.49 1,275 55.69
Bank of New Hampshire 30 33.33 30 66.67
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Melone Private Wealth, LLC 9,678 47.43 9,678 51.15
Activest Wealth Management 1,275 45.49 1,275 55.69
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