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 320 153.00 158.86 157.56
Previous Quarter 326 156.00 158.87 158.18

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 3 62 30 0 12 10
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 1 24 0 11 9
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
Envestnet Asset Management Inc 4,447,581 158.87
First Citizens Bank & Trust Co 4,064,017 158.87
Tiaa, Fsb 2,623,020 158.31
AE Wealth Management LLC 1,417,371 158.87
Morgan Stanley 924,091 158.87
Ameriprise Financial Inc 715,392 158.82
Baystate Wealth Management LLC 612,946 158.87
LPL Financial LLC 602,133 158.87
Atlantic Union Bankshares Corp 517,941 158.87
Truist Financial Corp 497,713 158.87
Commonwealth Equity Services, Llc 487,324 158.87
Bank Of America Corp /de/ 479,860 158.87
Wells Fargo & Company/mn 372,375 158.87
Advisor Group Holdings, Inc. 336,759 149.66
Mml Investors Services, Llc 323,837 158.87
UBS Group AG 314,987 158.87
Captrust Financial Advisors 282,696 158.87
Raymond James Financial Services Advisors, Inc. 273,765 158.90
Empowered Funds, LLC 230,293 158.87
SOA Wealth Advisors, LLC. 227,785 125.24

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
Envestnet Asset Management Inc 4,447,581 158.87
First Citizens Bank & Trust Co 4,064,017 158.87
Tiaa, Fsb 2,623,020 158.31
AE Wealth Management LLC 1,417,371 158.87
Morgan Stanley 924,091 158.87
Ameriprise Financial Inc 715,392 158.82
Baystate Wealth Management LLC 612,946 158.87
LPL Financial LLC 602,133 158.87
Atlantic Union Bankshares Corp 517,941 158.87
Truist Financial Corp 497,713 158.87
Commonwealth Equity Services, Llc 487,324 158.87
Bank Of America Corp /de/ 479,860 158.87
Wells Fargo & Company/mn 372,375 158.87
Advisor Group Holdings, Inc. 336,759 149.66
Mml Investors Services, Llc 323,837 158.87
UBS Group AG 314,987 158.87
Captrust Financial Advisors 282,696 158.87
Raymond James Financial Services Advisors, Inc. 273,765 158.90
Empowered Funds, LLC 230,293 158.87
Wharton Business Group, LLC 226,721 158.87

 

Recent Quarter Analysis

Name Shares PPS
Revolve Wealth Partners, LLC 2,976 125.34
Dividend Asset Capital, Llc 1,043 125.60
Gleason Group, Inc. 75 120.00
Name Shares PPS
Moors & Cabot, Inc. 50,000 1.02
IFP Advisors, Inc 27,994 173.32
Perigon Wealth Management, LLC 3,910 152.69
Mid Atlantic Financial Management Inc/adv 3,680 152.72
Parallel Advisors, LLC 209 162.68
Koshinski Asset Management, Inc. 168 160.71
Vigilant Capital Management, LLC 110 154.55
Citadel Advisors Llc
Clarus Wealth Advisors
Intrua Financial, LLC
United Capital Financial Advisers, Llc
Atlas Private Wealth Advisors
EWG Elevate Inc.
Bnp Paribas Arbitrage, Sa
SRS Capital Advisors, Inc.
Huntington National Bank
Cliftonlarsonallen Wealth Advisors, Llc
Clear Creek Financial Management, LLC
Advisory Alpha, LLC
Boston Private Wealth Llc
Centaurus Financial, Inc.
Fft Wealth Management Llc
Meridian Financial Partners LLC
Truadvice, LLC
Wealthsource Partners, Llc
Tower Research Capital LLC (TRC)
Flow Traders U.s. Llc
Buckingham Strategic Wealth, Llc
Confluence Wealth Services, Inc.
Consolidated Planning Corp
Insight Folios Inc
Qube Research & Technologies Ltd
Fulcrum Equity Management
National Asset Management, Inc.
U.S. Capital Wealth Advisors, LLC
Clarity Financial LLC
Surience Private Wealth Llc
First Horizon Advisors, Inc.
Old North State Trust, LLC
Ahrens Investment Partners LLC
Financial Planners of Cleveland, Inc.
Renaissance Technologies Llc
K.J. Harrison & Partners Inc
Wedbush Securities Inc
Proficio Capital Partners LLC
MY Wealth Management Inc.
Welch & Forbes Llc
BEAM Asset Management, LLC
Massmutual Trust Co Fsb/adv
James Reed Financial Services, Inc.
Liberty Wealth Management Llc
Comprehensive Financial Consultants Institutional, Inc.
Journey Strategic Wealth Llc
Barclays Plc
Independent Wealth Network Inc.
Seacrest Wealth Management, Llc
Jacobi Capital Management LLC
New England Private Wealth Advisors LLC
CoreCap Advisors, LLC
RGT Wealth Advisors, LLC
Snowden Capital Advisors LLC
Merriman Wealth Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
SOA Wealth Advisors, LLC. 227,785 125.24 132,692 158.86
Cambridge Investment Research Advisors, Inc. 129,840 125.24 125,025 158.87
Bft Financial Group, Llc 57,337 125.24 66,051 158.88
Brookstone Capital Management 43,917 131.18 41,659 150.29
McAdam, LLC 43,507 125.24 16,669 158.86
Stokes Capital Advisors, LLC 37,953 125.23 45,109 158.86
Global Retirement Partners, LLC 34,918 125.24 34,366 127.45
Orion Portfolio Solutions, LLC 31,603 125.24 38,646 158.88
Private Advisor Group, LLC 30,069 125.25 29,813 158.86
Stewardship Advisors, LLC 11,928 125.25 10,608 158.84
Allworth Financial LP 10,305 125.28 14,705 158.86
AdvisorNet Financial, Inc 7,710 125.29 7,638 158.81
Mezzasalma Advisors, LLC 7,500 125.20 7,569 158.81
Sound Income Strategies, LLC 4,941 125.28 5,571 158.86
McKinley Carter Wealth Services, Inc. 4,386 125.17 4,566 158.78
Wedmont Private Capital 3,973 125.35 3,973 161.84
Kohmann Bosshard Financial Services, LLC 3,430 125.36 3,430 158.89
Foundations Investment Advisors, LLC 3,106 128.78 3,167 149.04
Pacific Financial Group Inc 2,855 125.39 2,851 158.89
Flagship Harbor Advisors, Llc 2,635 125.24 2,633 158.75
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
SOA Wealth Advisors, LLC. 95,093 227,785 125.24 132,692 158.86 71.66
McAdam, LLC 26,838 43,507 125.24 16,669 158.86 161.01
Cambridge Investment Research Advisors, Inc. 4,815 129,840 125.24 125,025 158.87 3.85
Brookstone Capital Management 2,258 43,917 131.18 41,659 150.29 5.42
Stewardship Advisors, LLC 1,320 11,928 125.25 10,608 158.84 12.44
Global Retirement Partners, LLC 552 34,918 125.24 34,366 127.45 1.61
First Heartland Consultants, Inc. 348 2,406 125.10 2,058 158.41 16.91
Private Advisor Group, LLC 256 30,069 125.25 29,813 158.86 0.86
Pinnacle Private Wealth, LLC 189 2,272 125.44 2,083 158.91 9.07
AdvisorNet Financial, Inc 72 7,710 125.29 7,638 158.81 0.94
Pacific Financial Group Inc 4 2,855 125.39 2,851 158.89 0.14
Flagship Harbor Advisors, Llc 2 2,635 125.24 2,633 158.75 0.08
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bft Financial Group, Llc 8,714 57,337 125.24 66,051 158.88 -13.19
Stokes Capital Advisors, LLC 7,156 37,953 125.23 45,109 158.86 -15.86
Orion Portfolio Solutions, LLC 7,043 31,603 125.24 38,646 158.88 -18.22
Allworth Financial LP 4,400 10,305 125.28 14,705 158.86 -29.92
Sound Income Strategies, LLC 630 4,941 125.28 5,571 158.86 -11.31
McKinley Carter Wealth Services, Inc. 180 4,386 125.17 4,566 158.78 -3.94
Mezzasalma Advisors, LLC 69 7,500 125.20 7,569 158.81 -0.91
Foundations Investment Advisors, LLC 61 3,106 128.78 3,167 149.04 -1.93
Arkadios Wealth Advisors 21 2,618 2,639 -0.80
Murphy Capital Management Inc 19 1,685 125.22 1,704 158.45 -1.12
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
Revolve Wealth Partners, LLC 2,976 125.34
Dividend Asset Capital, Llc 1,043 125.60
Gleason Group, Inc. 75 120.00
Name Shares PPS
Koshinski Asset Management, Inc. 168 160.71
Name Current Shares Current PPS Previous Shares Previous PPS
SOA Wealth Advisors, LLC. 227,785 125.24 132,692 158.86
Cambridge Investment Research Advisors, Inc. 129,840 125.24 125,025 158.87
Bft Financial Group, Llc 57,337 125.24 66,051 158.88
Brookstone Capital Management 43,917 131.18 41,659 150.29
McAdam, LLC 43,507 125.24 16,669 158.86
Stokes Capital Advisors, LLC 37,953 125.23 45,109 158.86
Global Retirement Partners, LLC 34,918 125.24 34,366 127.45
Orion Portfolio Solutions, LLC 31,603 125.24 38,646 158.88
Private Advisor Group, LLC 30,069 125.25 29,813 158.86
Stewardship Advisors, LLC 11,928 125.25 10,608 158.84
Allworth Financial LP 10,305 125.28 14,705 158.86
Mezzasalma Advisors, LLC 7,500 125.20 7,569 158.81
Sound Income Strategies, LLC 4,941 125.28 5,571 158.86
McKinley Carter Wealth Services, Inc. 4,386 125.17 4,566 158.78
Wedmont Private Capital 3,973 125.35 3,973 161.84
Pacific Financial Group Inc 2,855 125.39 2,851 158.89
Flagship Harbor Advisors, Llc 2,635 125.24 2,633 158.75
First Heartland Consultants, Inc. 2,406 125.10 2,058 158.41
Pinnacle Private Wealth, LLC 2,272 125.44 2,083 158.91
Wbh Advisory Inc 1,780 129.21 1,780 145.51
Murphy Capital Management Inc 1,685 125.22 1,704 158.45
Parkside Financial Bank & Trust 812 125.62 812 158.87
Gradient Investments LLC 592 125.00 592 158.78
Newbridge Financial Services Group, Inc. 266 124.06 266 157.89
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
SOA Wealth Advisors, LLC. 95,093 227,785 125.24 132,692 158.86 71.66
McAdam, LLC 26,838 43,507 125.24 16,669 158.86 161.01
Cambridge Investment Research Advisors, Inc. 4,815 129,840 125.24 125,025 158.87 3.85
Brookstone Capital Management 2,258 43,917 131.18 41,659 150.29 5.42
Stewardship Advisors, LLC 1,320 11,928 125.25 10,608 158.84 12.44
Global Retirement Partners, LLC 552 34,918 125.24 34,366 127.45 1.61
First Heartland Consultants, Inc. 348 2,406 125.10 2,058 158.41 16.91
Private Advisor Group, LLC 256 30,069 125.25 29,813 158.86 0.86
Pinnacle Private Wealth, LLC 189 2,272 125.44 2,083 158.91 9.07
Pacific Financial Group Inc 4 2,855 125.39 2,851 158.89 0.14
Flagship Harbor Advisors, Llc 2 2,635 125.24 2,633 158.75 0.08
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bft Financial Group, Llc 8,714 57,337 125.24 66,051 158.88 -13.19
Stokes Capital Advisors, LLC 7,156 37,953 125.23 45,109 158.86 -15.86
Orion Portfolio Solutions, LLC 7,043 31,603 125.24 38,646 158.88 -18.22
Allworth Financial LP 4,400 10,305 125.28 14,705 158.86 -29.92
Sound Income Strategies, LLC 630 4,941 125.28 5,571 158.86 -11.31
McKinley Carter Wealth Services, Inc. 180 4,386 125.17 4,566 158.78 -3.94
Mezzasalma Advisors, LLC 69 7,500 125.20 7,569 158.81 -0.91
Arkadios Wealth Advisors 21 2,618 2,639 -0.80
Murphy Capital Management Inc 19 1,685 125.22 1,704 158.45 -1.12
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