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 209 46.00 47.32 44.30
Previous Quarter 227 46.00 47.32 44.39

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 51 13 1 4 5
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 1 3 11 0 4 4
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 17,598 0.00 0.00 0 0.00 0.00
Previous Quarter 17,598 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
Bank Of America Corp /de/ 14,445,120 47.32
CFS Investment Advisory Services, LLC 1,535,443 0.02
LPL Financial LLC 1,361,089 47.32
UBS Group AG 831,311 47.32
Caprin Asset Management Llc /adv 801,921 47.32
Morgan Stanley 673,158 47.32
Fmr Llc 664,200 47.32
Dubuque Bank & Trust Co 639,610 45.67
Wells Fargo & Company/mn 597,016 47.32
Northwestern Mutual Wealth Management Co 583,054 47.32
Wealth Enhancement Advisory Services, Llc 399,497 47.21
Avidian Wealth Solutions, LLC 382,485 47.32
Envestnet Asset Management Inc 333,843 47.32
Cambridge Investment Research Advisors, Inc. 282,554 45.67
Ameriprise Financial Inc 256,985 47.31
Jane Street Group, Llc 246,758 47.32
CX Institutional 212,207 47.32
GWM Advisors LLC 211,887 47.32
Stifel Financial Corp 209,158 47.32
Truist Financial Corp 177,937 47.32

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
Bank Of America Corp /de/ 14,445,120 47.32
CFS Investment Advisory Services, LLC 1,535,443 0.02
LPL Financial LLC 1,361,089 47.32
UBS Group AG 831,311 47.32
Caprin Asset Management Llc /adv 801,921 47.32
Dubuque Bank & Trust Co 701,657 47.32
Morgan Stanley 673,158 47.32
Fmr Llc 664,200 47.32
Wells Fargo & Company/mn 597,016 47.32
Northwestern Mutual Wealth Management Co 583,054 47.32
Wealth Enhancement Advisory Services, Llc 399,497 47.21
Avidian Wealth Solutions, LLC 382,485 47.32
Envestnet Asset Management Inc 333,843 47.32
Cambridge Investment Research Advisors, Inc. 312,949 47.32
Ameriprise Financial Inc 256,985 47.31
Jane Street Group, Llc 246,758 47.32
CX Institutional 212,207 47.32
GWM Advisors LLC 211,887 47.32
Stifel Financial Corp 209,158 47.32
Truist Financial Corp 177,937 47.32

 

Recent Quarter Analysis

Name Shares PPS
Farmer Steven Patrick 8,864 45.69
Confluence Investment Management Llc 8,864 45.69
Name Shares PPS
Cardan Capital Partners, LLC 45,960 51.24
IFP Advisors, Inc 7,337 51.25
Private Advisor Group, LLC 4,363 47.22
Qci Asset Management Inc/ny 4,182 51.17
American National Bank 3,407 47.26
Carroll Financial Associates, Inc. 2,485 51.11
Atticus Wealth Management, Llc 528 47.35
Signaturefd, Llc
Emerald Investment Partners, Llc
Barclays Plc
Keybank National Association/oh
Geneos Wealth Management Inc.
Citigroup Inc
Boston Private Wealth Llc
Perennial Advisors, LLC
Webster Bank, N. A.
Grace Capital
Resources Management Corp /ct/ /adv
Castle Rock Wealth Management, LLC
KCS Wealth Advisory
Qube Research & Technologies Ltd
AdvisorNet Financial, Inc
Howard Capital Management Inc.
Bokf, Na
Huntington National Bank
SkyView Investment Advisors, LLC
Mv Capital Management, Inc.
Sequoia Financial Advisors, LLC
Financial Management Professionals, Inc.
Advisory Services Network, LLC
Bartlett & Co. LLC
Old Mission Capital Llc
Lazard Asset Management Llc
One Wealth Advisors, LLC
Two Sigma Securities, Llc
Montag A & Associates Inc
Proequities, Inc.
JSF Financial, LLC
M&t Bank Corp
Stokes Family Office, LLC
Main Street Financial Solutions, LLC
First Affirmative Financial Network
Citadel Advisors Llc
Deutsche Bank Ag\
Simplex Trading, Llc
Omnia Family Wealth, LLC
Tru Independence Asset Management 2, Llc
Total Clarity Wealth Management, Inc.
Great Valley Advisor Group, Inc.
WASHINGTON TRUST Co
Sigma Planning Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Dubuque Bank & Trust Co 639,610 45.67 701,657 47.32
Cambridge Investment Research Advisors, Inc. 282,554 45.67 312,949 47.32
FOCUS Wealth Advisors, LLC 103,961 45.67 101,395 47.32
Optimum Investment Advisors 99,839 45.67 99,839 47.32
MAAX - VanEck Vectors Municipal Allocation ETF 28,445 45.56 28,445 49.50
Kwmg, Llc 19,181 45.67 18,656 47.33
Parkside Financial Bank & Trust 18,729 45.65 7,583 47.34
Hummer Financial Advisory Services Inc 8,750 45.71 8,750 47.31
Innova Wealth Partners 8,310 45.73 7,910 47.28
PFG Advisors 6,752 45.62 8,763 47.36
Trust Co 1,248 45.67 1,248 47.28
Tsfg, Llc 526 45.63 526 47.53
Pittenger & Anderson Inc 310 45.16 310 48.39
Name Current Shares Current PPS Previous Shares Previous PPS
Massmutual Trust Co Fsb/adv 33,859 0.06 34,852 0.06
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Parkside Financial Bank & Trust 11,146 18,729 45.65 7,583 47.34 146.99
FOCUS Wealth Advisors, LLC 2,566 103,961 45.67 101,395 47.32 2.53
Kwmg, Llc 525 19,181 45.67 18,656 47.33 2.81
Innova Wealth Partners 400 8,310 45.73 7,910 47.28 5.06
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Dubuque Bank & Trust Co 62,047 639,610 45.67 701,657 47.32 -8.84
Cambridge Investment Research Advisors, Inc. 30,395 282,554 45.67 312,949 47.32 -9.71
PFG Advisors 2,011 6,752 45.62 8,763 47.36 -22.95
Westside Investment Management, Inc. 1,200 1,185 2,385 -50.31
Massmutual Trust Co Fsb/adv 993 33,859 0.06 34,852 0.06 -2.85
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
Confluence Investment Management Llc 8,864 45.69
Name Shares PPS
Private Advisor Group, LLC 4,363 47.22
Atticus Wealth Management, Llc 528 47.35
American National Bank 3,407 47.26
Name Current Shares Current PPS Previous Shares Previous PPS
Dubuque Bank & Trust Co 639,610 45.67 701,657 47.32
Cambridge Investment Research Advisors, Inc. 282,554 45.67 312,949 47.32
FOCUS Wealth Advisors, LLC 103,961 45.67 101,395 47.32
Optimum Investment Advisors 99,839 45.67 99,839 47.32
Kwmg, Llc 19,181 45.67 18,656 47.33
Parkside Financial Bank & Trust 18,729 45.65 7,583 47.34
Hummer Financial Advisory Services Inc 8,750 45.71 8,750 47.31
Innova Wealth Partners 8,310 45.73 7,910 47.28
PFG Advisors 6,752 45.62 8,763 47.36
Tsfg, Llc 526 45.63 526 47.53
Pittenger & Anderson Inc 310 45.16 310 48.39
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Parkside Financial Bank & Trust 11,146 18,729 45.65 7,583 47.34 146.99
FOCUS Wealth Advisors, LLC 2,566 103,961 45.67 101,395 47.32 2.53
Kwmg, Llc 525 19,181 45.67 18,656 47.33 2.81
Innova Wealth Partners 400 8,310 45.73 7,910 47.28 5.06
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Dubuque Bank & Trust Co 62,047 639,610 45.67 701,657 47.32 -8.84
Cambridge Investment Research Advisors, Inc. 30,395 282,554 45.67 312,949 47.32 -9.71
PFG Advisors 2,011 6,752 45.62 8,763 47.36 -22.95
Westside Investment Management, Inc. 1,200 1,185 2,385 -50.31
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