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 206 1235.00 181.81 334.03
Previous Quarter 214 1196.00 181.81 332.23

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 0 37 16 0 3 4
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 3 14 0 3 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 200 0.00 0.00 0 0.00 0.00
Previous Quarter 200 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
Lockheed Martin Investment Management Co 610,000 181.81
Morgan Stanley 374,541 181.81
Bank Of America Corp /de/ 207,127 181.81
Bridgeworth, LLC 194,004 181.81
Envestnet Asset Management Inc 189,177 181.81
UBS Group AG 146,357 181.81
LPL Financial LLC 146,142 181.81
Jpmorgan Chase & Co 132,698 181.81
Meitav Dash Investments Ltd 124,696 181.81
Wells Fargo & Company/mn 102,806 181.81
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 90,960 180.44
Northwestern Mutual Wealth Management Co 88,975 181.82
Stephens Inc /ar/ 79,742 181.81
Texas Capital Bank Wealth Management Services Inc 62,736 181.81
Commonwealth Equity Services, Llc 61,496 181.80
Raymond James & Associates 59,850 181.80
Veritable, L.P. 50,264 181.80
Advisor Group Holdings, Inc. 43,645 181.67
Raymond James Financial Services Advisors, Inc. 42,320 181.78
Royal Bank Of Canada 41,517 181.81

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
Lockheed Martin Investment Management Co 610,000 181.81
Morgan Stanley 374,541 181.81
Bank Of America Corp /de/ 207,127 181.81
Bridgeworth, LLC 194,004 181.81
Envestnet Asset Management Inc 189,177 181.81
UBS Group AG 146,357 181.81
LPL Financial LLC 146,142 181.81
Jpmorgan Chase & Co 132,698 181.81
Meitav Dash Investments Ltd 124,696 181.81
Wells Fargo & Company/mn 102,806 181.81
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 90,960 180.44
Northwestern Mutual Wealth Management Co 88,975 181.82
Stephens Inc /ar/ 79,742 181.81
Texas Capital Bank Wealth Management Services Inc 62,736 181.81
Commonwealth Equity Services, Llc 61,496 181.80
Raymond James & Associates 59,850 181.80
Veritable, L.P. 50,264 181.80
Advisor Group Holdings, Inc. 43,645 181.67
Raymond James Financial Services Advisors, Inc. 42,320 181.78
Royal Bank Of Canada 41,517 181.81

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Minichmacgregor Wealth Management, Llc 35,629 181.79
Brouwer & Janachowski, LLC 9,877 178.09
Psagot Investment House Ltd. 3,701 178.06
Harbor Financial Services, Llc 2,227 178.27
Raymond James Trust N.a. 1,252 182.11
IFP Advisors, Inc 754 192.31
Koshinski Asset Management, Inc. 268 182.84
Ayalon Holdings Ltd.
Psagot Value Holdings Ltd. / (Israel)
Rather & Kittrell, Inc.
West Bancorporation Inc
Stony Point Wealth Management Inc.
Accel Wealth Management
Virtu Financial LLC
Barclays Plc
Valmark Advisers, Inc.
Advisor Resource Council
Fifth Third Securities, Inc.
Huntington National Bank
Signature Securities Group Corporation
Consolidated Planning Corp
Proequities, Inc.
Citigroup Inc
Stratos Wealth Partners, LTD.
Migdal Insurance & Financial Holdings Ltd.
Pinnacle Bancorp, Inc.
Financial Enhancement Group LLC
Modera Wealth Management, LLC
Jones Financial Companies Lllp
Vanguard Group Inc
Cherry Creek Investment Advisors, Inc.
Appleton Partners Inc/ma
Riverpoint Wealth Management Holdings, LLC
Chicago Partners Investment Group LLC
Phoenix Wealth Advisors
Flow Traders U.s. Llc
Financial Advisory Service, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 23,611 153.15 23,425 181.81
Cambridge Investment Research Advisors, Inc. 18,939 153.12 23,085 181.81
First Bancorp, Inc /ME/ 6,850 153.14 6,850 181.75
Adviser Investments LLC 5,373 153.17 5,949 181.88
Relaxing Retirement Coach 4,657 153.10 4,657 181.88
McKinley Carter Wealth Services, Inc. 3,917 153.18 3,917 181.77
Flagship Harbor Advisors, Llc 3,720 153.23 3,720 181.72
Affiance Financial, LLC 3,217 153.25 3,102 181.82
Kathleen S. Wright Associates Inc. 2,698 153.08 2,694 181.89
Benchmark Wealth Management, LLC 2,093 153.37 2,142 181.61
Optimum Investment Advisors 500 154.00 500 182.00
Covington Capital Management 390 153.85 390 182.05
Sargent Bickham Lagudis LLC 259 154.44 259 181.47
AdvisorNet Financial, Inc 192 151.04 192 182.29
Global Retirement Partners, LLC 152 151.32 171 163.74
Atticus Wealth Management, Llc 9 111.11 9 222.22
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 186 23,611 153.15 23,425 181.81 0.79
Affiance Financial, LLC 115 3,217 153.25 3,102 181.82 3.71
Kathleen S. Wright Associates Inc. 4 2,698 153.08 2,694 181.89 0.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 4,146 18,939 153.12 23,085 181.81 -17.96
Adviser Investments LLC 576 5,373 153.17 5,949 181.88 -9.68
Benchmark Wealth Management, LLC 49 2,093 153.37 2,142 181.61 -2.29
Global Retirement Partners, LLC 19 152 151.32 171 163.74 -11.11
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
Raymond James Trust N.a. 1,252 182.11
Koshinski Asset Management, Inc. 268 182.84
Minichmacgregor Wealth Management, Llc 35,629 181.79
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 23,611 153.15 23,425 181.81
Cambridge Investment Research Advisors, Inc. 18,939 153.12 23,085 181.81
First Bancorp, Inc /ME/ 6,850 153.14 6,850 181.75
Adviser Investments LLC 5,373 153.17 5,949 181.88
Relaxing Retirement Coach 4,657 153.10 4,657 181.88
McKinley Carter Wealth Services, Inc. 3,917 153.18 3,917 181.77
Flagship Harbor Advisors, Llc 3,720 153.23 3,720 181.72
Affiance Financial, LLC 3,217 153.25 3,102 181.82
Kathleen S. Wright Associates Inc. 2,698 153.08 2,694 181.89
Benchmark Wealth Management, LLC 2,093 153.37 2,142 181.61
Optimum Investment Advisors 500 154.00 500 182.00
Sargent Bickham Lagudis LLC 259 154.44 259 181.47
Global Retirement Partners, LLC 152 151.32 171 163.74
Atticus Wealth Management, Llc 9 111.11 9 222.22
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 186 23,611 153.15 23,425 181.81 0.79
Affiance Financial, LLC 115 3,217 153.25 3,102 181.82 3.71
Kathleen S. Wright Associates Inc. 4 2,698 153.08 2,694 181.89 0.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 4,146 18,939 153.12 23,085 181.81 -17.96
Adviser Investments LLC 576 5,373 153.17 5,949 181.88 -9.68
Benchmark Wealth Management, LLC 49 2,093 153.37 2,142 181.61 -2.29
Global Retirement Partners, LLC 19 152 151.32 171 163.74 -11.11
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