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 105 190.00 192.35 162.99
Previous Quarter 113 193.00 192.36 165.23

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 1 26 7 0 3 2
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 7 0 3 2
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 5 0.00 0.00 0 0.00 0.00
Previous Quarter 5 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
Mariner, LLC 351,236 192.35
Aaron Wealth Advisors LLC 233,327 5.20
Raymond James Financial Services Advisors, Inc. 181,130 192.36
Jpmorgan Chase & Co 91,644 192.36
Amerivest Investment Management LLC 74,237 192.36
Stordahl Capital Management, Inc. 60,691 192.35
Ameriprise Financial Inc 46,935 192.35
Royal Bank Of Canada 42,835 192.34
Bank Of America Corp /de/ 41,534 192.35
Adviser Investments LLC 39,427 158.06
Kestra Advisory Services, LLC 38,752 192.35
LPL Financial LLC 34,913 192.36
Miracle Mile Advisors, LLC 32,922 158.07
Wells Fargo & Company/mn 32,260 192.34
UBS Group AG 31,141 192.35
Morgan Stanley 30,626 192.35
Goldman Sachs Group Inc 19,077 192.38
J.w. Cole Advisors, Inc. 16,496
Susquehanna International Group, Llp 15,336 192.36
Relaxing Retirement Coach 14,946 158.04

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
Mariner, LLC 351,236 192.35
Aaron Wealth Advisors LLC 233,327 5.20
Raymond James Financial Services Advisors, Inc. 181,130 192.36
Jpmorgan Chase & Co 91,644 192.36
Amerivest Investment Management LLC 74,237 192.36
Stordahl Capital Management, Inc. 60,691 192.35
Ameriprise Financial Inc 46,935 192.35
Royal Bank Of Canada 42,835 192.34
Bank Of America Corp /de/ 41,534 192.35
Kestra Advisory Services, LLC 38,752 192.35
LPL Financial LLC 34,913 192.36
Miracle Mile Advisors, LLC 32,861 192.36
Wells Fargo & Company/mn 32,260 192.34
UBS Group AG 31,141 192.35
Morgan Stanley 30,626 192.35
Adviser Investments LLC 28,146 192.35
Goldman Sachs Group Inc 19,077 192.38
J.w. Cole Advisors, Inc. 16,496
Susquehanna International Group, Llp 15,336 192.36
Relaxing Retirement Coach 15,191 192.35

 

Recent Quarter Analysis

Name Shares PPS
AdvisorNet Financial, Inc 4 250.00
Name Shares PPS
Perigon Wealth Management, LLC 7,148 196.98
MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 3,390 211.80
MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 2,530 211.86
IFP Advisors, Inc 251 211.16
Gateway Advisory, LLC
Bank Of Montreal /can/
Leelyn Smith, LLC
Capital Analysts, Inc.
Financial Advisory Service, Inc.
Orion Portfolio Solutions, LLC
Larson Financial Group LLC
Albion Financial Group /ut
Patriot Financial Group Insurance Agency, LLC
PFG Advisors
Vanguard Group Inc
Madison Asset Management, LLC
Prospera Financial Services Inc
Kowal Investment Group, LLC
Eaton Vance Management
International Assets Investment Management, Llc
Baird Financial Group, Inc.
Monticello Wealth Management, Llc
Paragon Capital Management Ltd
Amplius Wealth Advisors, LLC
Activest Wealth Management
Resources Investment Advisors, LLC.
Name Current Shares Current PPS Previous Shares Previous PPS
Adviser Investments LLC 39,427 158.06 28,146 192.35
Miracle Mile Advisors, LLC 32,922 158.07 32,861 192.36
Relaxing Retirement Coach 14,946 158.04 15,191 192.35
Private Advisor Group, LLC 9,115 158.09 8,544 192.30
Cambridge Investment Research Advisors, Inc. 1,659 157.93 1,949 192.41
Allworth Financial LP 249 156.63 249 192.77
SOA Wealth Advisors, LLC. 6 6 166.67
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Adviser Investments LLC 11,281 39,427 158.06 28,146 192.35 40.08
Private Advisor Group, LLC 571 9,115 158.09 8,544 192.30 6.68
Miracle Mile Advisors, LLC 61 32,922 158.07 32,861 192.36 0.19
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 290 1,659 157.93 1,949 192.41 -14.88
Relaxing Retirement Coach 245 14,946 158.04 15,191 192.35 -1.61
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
Adviser Investments LLC 39,427 158.06 28,146 192.35
Miracle Mile Advisors, LLC 32,922 158.07 32,861 192.36
Relaxing Retirement Coach 14,946 158.04 15,191 192.35
Private Advisor Group, LLC 9,115 158.09 8,544 192.30
Cambridge Investment Research Advisors, Inc. 1,659 157.93 1,949 192.41
Allworth Financial LP 249 156.63 249 192.77
SOA Wealth Advisors, LLC. 6 6 166.67
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Adviser Investments LLC 11,281 39,427 158.06 28,146 192.35 40.08
Private Advisor Group, LLC 571 9,115 158.09 8,544 192.30 6.68
Miracle Mile Advisors, LLC 61 32,922 158.07 32,861 192.36 0.19
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 290 1,659 157.93 1,949 192.41 -14.88
Relaxing Retirement Coach 245 14,946 158.04 15,191 192.35 -1.61
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