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 | 888 | 423.00 | 119.64 | 120.44 |
| Previous Quarter | 931 | 571.00 | 119.64 | 121.05 |
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 | 4 | 152 | 100 | 1 | 38 | 33 |
| 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 | 3 | 5 | 72 | 0 | 26 | 26 |
| 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 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 | 5,942 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 5,942 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Tiaa, Fsb | 17,323,725 | 119.50 |
| Morgan Stanley | 9,001,668 | 119.64 |
| Jones Financial Companies Lllp | 6,760,422 | 120.26 |
| Wells Fargo & Company/mn | 5,802,110 | 119.64 |
| Bank Of America Corp /de/ | 4,059,185 | 119.64 |
| Us Bancorp \de\ | 3,378,787 | 119.64 |
| Commerce Bank | 3,199,740 | 119.64 |
| Fmr Llc | 2,884,801 | 119.64 |
| Envestnet Asset Management Inc | 2,350,058 | 119.64 |
| American Century Companies Inc | 2,321,674 | 119.64 |
| Victory Capital Management Inc | 2,292,800 | 119.64 |
| Commonwealth Equity Services, Llc | 2,049,881 | 119.64 |
| Betterment LLC | 1,975,014 | 119.64 |
| UBS Group AG | 1,839,603 | 119.64 |
| Pnc Financial Services Group, Inc. | 1,824,300 | 119.64 |
| VETAX - Victory Sycamore Established Value Fund Class A | 1,800,000 | 112.41 |
| ACMVX - Mid Cap Value Fund Investor Class | 1,693,631 | 119.64 |
| Ameriprise Financial Inc | 1,362,078 | 119.67 |
| Royal Bank Of Canada | 1,318,842 | 119.64 |
| Zions Bancorporation, N.A. | 1,005,815 | 119.64 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Tiaa, Fsb | 17,323,725 | 119.50 |
| Morgan Stanley | 9,001,668 | 119.64 |
| Jones Financial Companies Lllp | 6,760,422 | 120.26 |
| Wells Fargo & Company/mn | 5,802,110 | 119.64 |
| Bank Of America Corp /de/ | 4,059,185 | 119.64 |
| Us Bancorp \de\ | 3,378,787 | 119.64 |
| Commerce Bank | 3,199,740 | 119.64 |
| Fmr Llc | 2,884,801 | 119.64 |
| Envestnet Asset Management Inc | 2,350,058 | 119.64 |
| American Century Companies Inc | 2,321,674 | 119.64 |
| Victory Capital Management Inc | 2,292,800 | 119.64 |
| Commonwealth Equity Services, Llc | 2,049,881 | 119.64 |
| Betterment LLC | 1,975,014 | 119.64 |
| UBS Group AG | 1,839,603 | 119.64 |
| Pnc Financial Services Group, Inc. | 1,824,300 | 119.64 |
| VETAX - Victory Sycamore Established Value Fund Class A | 1,800,000 | 117.00 |
| ACMVX - Mid Cap Value Fund Investor Class | 1,693,631 | 119.64 |
| Ameriprise Financial Inc | 1,362,078 | 119.67 |
| Royal Bank Of Canada | 1,318,842 | 119.64 |
| Zions Bancorporation, N.A. | 1,005,815 | 119.64 |
| Name | Shares | PPS |
|---|---|---|
| My Legacy Advisors, LLC | 5,117 | 102.60 |
| CSQAX - Credit Suisse Multialternative Strategy Fund Class A Shares | 181 | 110.50 |
| Affiance Financial, LLC | 96 | 104.17 |
| Gleason Group, Inc. | 7 | 142.86 |
| Name | Shares | PPS |
|---|---|---|
| Filbrandt Wealth Management, LLC | 88,282 | 113.25 |
| ACLMX - Nt Mid Cap Value Fund G Class | 51,489 | 113.25 |
| Susquehanna International Group, Llp | 48,634 | 119.65 |
| Rinet Co LLC | 33,034 | 113.25 |
| CAMG Solamere Management, LLC | 18,691 | 113.26 |
| Ameritas Investment Corp | 11,612 | 0.09 |
| Bbva Usa | 11,128 | 113.23 |
| Jane Street Group, Llc | 7,200 | 119.58 |
| Homrich & Berg | 6,396 | 113.20 |
| IFP Advisors, Inc | 6,381 | 122.39 |
| Citadel Advisors Llc | 6,300 | 119.68 |
| Carnegie Capital Asset Management, LLC | 4,576 | 119.54 |
| BOK Financial Private Wealth, Inc. | 3,671 | 89.62 |
| Newport Wealth Strategies, Inc. | 2,816 | 113.28 |
| Carroll Financial Associates, Inc. | 2,595 | 121.39 |
| Hochman Cole Investment Advisors, Inc. | 2,537 | 113.13 |
| Sigma Investment Counselors Inc | 1,847 | 119.65 |
| First Mercantile Trust Co | 1,642 | 113.28 |
| Investmark Advisory Group LLC | 1,216 | 121.71 |
| Prentice Wealth Management LLC | 763 | 112.71 |
| Parallel Advisors, LLC | 629 | 120.83 |
| Paladin Advisory Group, LLC | 423 | 118.20 |
| Koshinski Asset Management, Inc. | 335 | 119.40 |
| Security National Trust Co | 260 | 111.54 |
| Herold Advisors, Inc. | 58 | 119637.93 |
| GoalVest Advisory LLC | 3 | |
| Wealth Quarterback LLC | 2 | |
| Enterprise Financial Services Corp | ||
| King Luther Capital Management Corp | ||
| Flagship Private Wealth, LLC | ||
| Bickling Financial Services, Inc. | ||
| Woodmont Investment Counsel Llc | ||
| K.J. Harrison & Partners Inc | ||
| Financial Management Professionals, Inc. | ||
| Proficio Capital Partners LLC | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Northwest Wealth Management, Llc | ||
| Truadvice, LLC | ||
| Colorado Capital Management, Inc. | ||
| Ferris Capital, Llc | ||
| Permanens Capital L.P. | ||
| Cabana Llc | ||
| Panagora Asset Management Inc | ||
| Costello Asset Management, INC | ||
| Fundamentun, Llc | ||
| Verdence Capital Advisors LLC | ||
| Moulton Wealth Management, Inc | ||
| Perennial Advisors, LLC | ||
| Exchange Traded Concepts, Llc | ||
| Greenwood Gearhart Inc | ||
| AlphaCore Capital LLC | ||
| Autus Asset Management, LLC | ||
| Rather & Kittrell, Inc. | ||
| Ubs Asset Management Americas Inc | ||
| Cutler Group LP | ||
| Canada Pension Plan Investment Board | ||
| Kb Financial Partners, Llc | ||
| Huntington National Bank | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Oppenheimer Asset Management Inc. | ||
| Barnett & Company, Inc. | ||
| Hilltop Holdings Inc. | ||
| Red Door Wealth Management, LLC | ||
| Arete Wealth Advisors, LLC | ||
| Pacific Center for Financial Services | ||
| Nfj Investment Group, Llc | ||
| Afg Fiduciary Services Limited Partnership | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| DCM Advisors, LLC | ||
| Strong Tower Advisory Services | ||
| Lakeview Capital Partners, LLC | ||
| Level Four Advisory Services, Llc | ||
| Westwood Holdings Group Inc | ||
| MAS Advisors LLC | ||
| Simplex Trading, Llc | ||
| Lindbrook Capital, Llc | ||
| Liberty Wealth Management Llc | ||
| Cahill Financial Advisors Inc | ||
| Jacobi Capital Management LLC | ||
| Cornerstone Advisory, LLC | ||
| Neumann Capital Management, LLC | ||
| First Command Advisory Services, Inc. | ||
| Mcdonald Partners Llc | ||
| Strategic Blueprint, LLC | ||
| Strategic Equity Management | ||
| Legacy Wealth Asset Management, LLC | ||
| Rice Partnership, LLC | ||
| Old North State Trust, LLC | ||
| Fifth Third Securities, Inc. | ||
| Norris Perne & French Llp/mi | ||
| Atlas Private Wealth Advisors | ||
| Paragon Wealth Strategies, LLC | ||
| Ergoteles LLC | ||
| First Capital Advisors Group, LLC. | ||
| ARGI Investment Services, LLC | ||
| Consolidated Planning Corp | ||
| Better Money Decisions, LLC | ||
| Hillman Capital Management, Inc. | ||
| Corundum Group, Inc. | ||
| J2 Capital Management Inc | ||
| Credit Suisse Ag/ | ||
| Peachtree Investment Partners, LLC | ||
| Smart Portfolios, LLC | ||
| Klaas Financial Asset Advisors, LLC | ||
| BDO Wealth Advisors, LLC | ||
| Chilton Capital Management Llc | ||
| Paragon Capital Management Ltd | ||
| Rhumbline Advisers | ||
| Autumn Glory Partners, LLC | ||
| PFG Advisors | ||
| Vigilant Capital Management, LLC | ||
| Associated Banc-corp | ||
| Signet Financial Management, Llc | ||
| Leisure Capital Management | ||
| Ironwood Investment Counsel, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Riggs Asset Managment Co. Inc. | ||
| Ironwood Financial, llc | ||
| Peloton Wealth Strategists | ||
| Financial Sense Advisors, Inc. | ||
| Acorn Financial Advisory Services Inc /adv | ||
| Wellington Management Group Llp | ||
| Stonebridge Financial Planning Group, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| Fisher Asset Management, LLC | ||
| CAPROCK Group, Inc. | ||
| Thompson Davis & Co., Inc. | ||
| Lmcg Investments, Llc | ||
| Sterling Financial Planning, Inc. | ||
| Welch & Forbes Llc | ||
| Snowden Capital Advisors LLC | ||
| We Are One Seven, LLC | ||
| Berkshire Asset Management Llc/pa | ||
| Trust Co Of Vermont | ||
| Laurel Wealth Advisors, Inc. | ||
| Trustcore Financial Services, Llc | ||
| Absolute Capital Management, LLC | ||
| Nvwm, Llc | ||
| CoreCap Advisors, LLC | ||
| Level Financial Advisors, Inc. | ||
| Arden Trust Co | ||
| Aquire Wealth Advisors, LLC | ||
| GeoWealth Management, LLC | ||
| Barrett Asset Management, LLC | ||
| StoneX Group Inc. | ||
| Viridian Ria, Llc | ||
| Renaissance Technologies Llc | ||
| Richwood Investment Advisors, LLC | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | ||
| Lehman & Derafelo Financial Resources LLC | ||
| McGinn Investment Management, Inc. | ||
| Financial Advisory Corp /ut/ /adv |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VETAX - Victory Sycamore Established Value Fund Class A | 1,800,000 | 112.41 | 1,800,000 | 117.00 |
| Stephens Group Asset Management, Llc | 622,777 | 102.61 | 655,514 | 119.64 |
| PMPRX - MidCap Value Fund I R-3 | 323,000 | 112.41 | 286,000 | 117.00 |
| Advocacy Wealth Management Services, LLC | 316,941 | 101.57 | 291,013 | 120.22 |
| Cedar Mountain Advisors, LLC | 241,328 | 101.57 | 244,617 | 119.64 |
| LBJ Family Wealth Advisors, Ltd. | 141,638 | 101.57 | 142,121 | 118.12 |
| CHURCHILL MANAGEMENT Corp | 130,420 | 101.57 | 134,223 | 119.64 |
| Cambridge Investment Research Advisors, Inc. | 118,597 | 101.57 | 112,846 | 119.64 |
| Private Advisor Group, LLC | 110,408 | 101.57 | 142,482 | 119.64 |
| Polaris Wealth Advisory Group, LLC | 95,146 | 101.57 | 102,479 | 118.52 |
| Connecticut Wealth Management, LLC | 94,752 | 101.57 | 94,620 | 119.64 |
| McKinley Carter Wealth Services, Inc. | 92,700 | 101.57 | 91,791 | 119.63 |
| Bridges Investment Management Inc | 92,615 | 101.57 | 92,615 | 119.64 |
| Ford Financial Group, LLC | 53,610 | 101.57 | 54,056 | 119.64 |
| Berkshire Bank | 46,204 | 101.57 | 47,867 | 119.64 |
| Kmg Fiduciary Partners, Llc | 44,465 | 101.56 | 47,007 | 119.64 |
| Platte River Wealth Advisors, LLC | 35,117 | 101.57 | 35,117 | 119.63 |
| McAdam, LLC | 34,880 | 101.58 | 33,635 | 119.64 |
| Parsec Financial Management, Inc. | 33,041 | 101.57 | 33,439 | 119.65 |
| RWM Asset Management, LLC | 32,052 | 101.58 | 30,624 | 119.64 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Capital Investment Advisors, LLC | 1,978 | 101.62 | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| My Legacy Advisors, LLC | 5,117 | 102.60 |
| Affiance Financial, LLC | 96 | 104.17 |
| Gleason Group, Inc. | 7 | 142.86 |
| Name | Shares | PPS |
|---|---|---|
| Koshinski Asset Management, Inc. | 335 | 119.40 |
| Herold Advisors, Inc. | 58 | 119637.93 |
| Carnegie Capital Asset Management, LLC | 4,576 | 119.54 |
| Investmark Advisory Group LLC | 1,216 | 121.71 |
| Sigma Investment Counselors Inc | 1,847 | 119.65 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 241,328 | 101.57 | 244,617 | 119.64 |
| Cambridge Investment Research Advisors, Inc. | 118,597 | 101.57 | 112,846 | 119.64 |
| Private Advisor Group, LLC | 110,408 | 101.57 | 142,482 | 119.64 |
| Polaris Wealth Advisory Group, LLC | 95,146 | 101.57 | 102,479 | 118.52 |
| Connecticut Wealth Management, LLC | 94,752 | 101.57 | 94,620 | 119.64 |
| McKinley Carter Wealth Services, Inc. | 92,700 | 101.57 | 91,791 | 119.63 |
| Bridges Investment Management Inc | 92,615 | 101.57 | 92,615 | 119.64 |
| Ford Financial Group, LLC | 53,610 | 101.57 | 54,056 | 119.64 |
| Berkshire Bank | 46,204 | 101.57 | 47,867 | 119.64 |
| Kmg Fiduciary Partners, Llc | 44,465 | 101.56 | 47,007 | 119.64 |
| McAdam, LLC | 34,880 | 101.58 | 33,635 | 119.64 |
| RWM Asset Management, LLC | 32,052 | 101.58 | 30,624 | 119.64 |
| Amarillo National Bank | 29,177 | 101.59 | 29,339 | 119.64 |
| Atlas Brown,Inc. | 27,371 | 101.57 | 27,301 | 119.63 |
| Perfromance Wealth Partners, LLC | 25,782 | 101.58 | 26,076 | 119.65 |
| Orion Portfolio Solutions, LLC | 21,364 | 101.57 | 17,285 | 119.64 |
| Global Retirement Partners, LLC | 19,963 | 101.59 | 19,949 | 109.53 |
| Five Oceans Advisors | 17,036 | 101.55 | 17,035 | 119.64 |
| Home Federal Bank Of Tennessee | 15,322 | 101.55 | 15,979 | 119.59 |
| Holland Advisory Services, Inc. | 14,600 | 101.58 | 15,079 | 119.64 |
| Affinity Capital Advisors, LLC | 12,246 | 101.58 | 12,246 | 119.63 |
| West Bancorporation Inc | 10,716 | 101.53 | 1,097 | 119.42 |
| Transcend Wealth Collective, Llc | 8,951 | 101.55 | 9,105 | 119.60 |
| Brookstone Capital Management | 8,503 | 103.49 | 9,388 | 118.13 |
| HB Wealth Management, LLC | 8,338 | 101.58 | 8,338 | 119.69 |
| Financial Management Network Inc | 8,123 | 103.04 | 7,910 | 120.10 |
| Btr Capital Management Inc | 7,536 | 101.51 | 8,536 | 119.61 |
| Global Trust Asset Management, LLC | 7,474 | 101.55 | 6,522 | 119.60 |
| Marcum Wealth, LLC | 7,353 | 101.59 | 6,900 | 119.71 |
| Raymond James Trust N.a. | 7,110 | 101.55 | 7,310 | 119.56 |
| TPG Financial Advisors, LLC | 7,099 | 101.56 | 2,444 | 119.48 |
| Dentgroup LLC | 6,918 | 101.62 | 6,729 | 119.63 |
| Revolve Wealth Partners, LLC | 6,891 | 101.58 | 6,862 | 119.64 |
| Highland Capital Management, Llc | 6,784 | 101.56 | 7,020 | 119.66 |
| Cooper Financial Group | 6,422 | 101.53 | 6,517 | 119.69 |
| Rockland Trust Co | 5,765 | 101.65 | 5,890 | 119.69 |
| Arkadios Wealth Advisors | 5,109 | 0.20 | 4,805 | 0.21 |
| Atticus Wealth Management, Llc | 5,051 | 101.56 | 5,149 | 119.63 |
| Allworth Financial LP | 4,875 | 101.54 | 5,580 | 119.71 |
| Pinnacle Bancorp, Inc. | 4,589 | 101.55 | 4,589 | 119.63 |
| Miracle Mile Advisors, LLC | 4,587 | 101.59 | 4,574 | 119.59 |
| ACG Wealth | 3,961 | 101.49 | 3,959 | 119.73 |
| Zhang Financial LLC | 3,885 | 101.67 | 4,189 | 119.60 |
| Evanson Asset Management, LLC | 3,687 | 101.71 | 3,262 | 119.56 |
| Diversified Trust Co | 3,274 | 101.71 | 3,274 | 119.73 |
| Pinnacle Private Wealth, LLC | 3,079 | 101.66 | 2,429 | 119.80 |
| Keystone Wealth Services, LLC | 3,064 | 101.50 | 3,064 | 119.78 |
| Pittenger & Anderson Inc | 3,000 | 101.67 | 3,000 | 119.67 |
| Sound Income Strategies, LLC | 2,719 | 101.51 | 2,950 | 119.66 |
| Domani Wealth, LLC | 2,637 | 101.63 | 8,420 | 119.60 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,580 | 103.49 | 2,602 | 119.14 |
| Pacific Financial Group Inc | 2,570 | 101.56 | 2,570 | 119.46 |
| Parkside Financial Bank & Trust | 2,512 | 101.51 | 2,512 | 119.82 |
| Ballast, Inc. | 2,487 | 101.33 | 2,490 | 119.28 |
| Tsfg, Llc | 2,387 | 101.38 | 2,382 | 119.65 |
| RDA Financial Network | 2,339 | 101.75 | 2,339 | 119.71 |
| LifePro Asset Management | 2,297 | 101.44 | 2,254 | 119.79 |
| First Financial Corp /in/ | 2,180 | 101.38 | 1,296 | 119.60 |
| Stephenson National Bank & Trust | 1,705 | 101.47 | 1,800 | 119.44 |
| Sugarloaf Wealth Management, LLC | 1,044 | 101.53 | 1,088 | 119.49 |
| Webster Bank, N. A. | 1,006 | 101.39 | 1,006 | 119.28 |
| Optimum Investment Advisors | 591 | 101.52 | 591 | 120.14 |
| RGT Wealth Advisors, LLC | 540 | 101.85 | 540 | 120.37 |
| CVA Family Office, LLC | 411 | 102.19 | 411 | 119.22 |
| Norway Savings Bank | 350 | 102.86 | 350 | 120.00 |
| American National Bank | 244 | 102.46 | 244 | 118.85 |
| Gradient Investments LLC | 226 | 101.77 | 131 | 122.14 |
| Valley National Advisers Inc | 215 | 102.33 | 215 | 120.93 |
| Activest Wealth Management | 92 | 97.83 | 91 | 120.88 |
| John W. Brooker & Co., CPAs | 75 | 106.67 | 75 | 120.00 |
| Mascoma Wealth Management LLC | 50 | 100.00 | 50 | 120.00 |
| Newbridge Financial Services Group, Inc. | 32 | 93.75 | 32 | 125.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|