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 | 363 | 78.00 | 79.45 | 75.21 |
| Previous Quarter | 382 | 79.00 | 79.45 | 75.60 |
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 | 162 | 14 | 1 | 4 | 7 |
| 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 | 6 | 12 | 1 | 3 | 6 |
| 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 | 1,132,217 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 1,202,888 | 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 |
|---|---|---|
| Bank Of America Corp /de/ | 2,324,624 | 79.45 |
| Richard Bernstein Advisors LLC | 1,233,186 | 79.05 |
| Jane Street Group, Llc | 497,848 | 79.45 |
| CFS Investment Advisory Services, LLC | 454,295 | 0.01 |
| Morgan Stanley | 430,366 | 79.45 |
| BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 357,090 | 80.06 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 308,106 | 80.06 |
| Diversified, LLC | 300,519 | 79.45 |
| Envestnet Asset Management Inc | 195,904 | 79.45 |
| Royal Bank Of Canada | 165,729 | 79.46 |
| Hsbc Holdings Plc | 145,550 | 79.45 |
| BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 144,214 | 80.06 |
| Advisor Group Holdings, Inc. | 141,769 | 49.73 |
| Thrivent Financial For Lutherans | 124,958 | 80.06 |
| Ameriprise Financial Inc | 120,878 | 81.67 |
| LPL Financial LLC | 118,244 | 79.45 |
| ADVANCED SERIES TRUST - AST BlackRock 80/20 Target Allocation ETF Portfolio | 115,754 | 80.06 |
| Wells Fargo & Company/mn | 98,380 | 79.45 |
| UBS Group AG | 97,365 | 79.45 |
| BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I | 94,185 | 80.06 |
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/ | 2,324,624 | 79.45 |
| Richard Bernstein Advisors LLC | 1,233,186 | 79.05 |
| Jane Street Group, Llc | 497,848 | 79.45 |
| CFS Investment Advisory Services, LLC | 454,295 | 0.01 |
| Morgan Stanley | 430,366 | 79.45 |
| BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 357,090 | 80.06 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 308,106 | 80.06 |
| Diversified, LLC | 300,519 | 79.45 |
| Envestnet Asset Management Inc | 195,904 | 79.45 |
| Royal Bank Of Canada | 165,729 | 79.46 |
| Hsbc Holdings Plc | 145,550 | 79.45 |
| BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 144,214 | 80.06 |
| Advisor Group Holdings, Inc. | 141,769 | 49.73 |
| Thrivent Financial For Lutherans | 124,958 | 80.06 |
| Ameriprise Financial Inc | 120,878 | 81.67 |
| LPL Financial LLC | 118,244 | 79.45 |
| ADVANCED SERIES TRUST - AST BlackRock 80/20 Target Allocation ETF Portfolio | 115,754 | 80.06 |
| Wells Fargo & Company/mn | 98,380 | 79.45 |
| UBS Group AG | 97,365 | 79.45 |
| BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I | 94,185 | 80.06 |
| Name | Shares | PPS |
|---|---|---|
| Vigilant Capital Management, LLC | 480 | 66.67 |
| Name | Shares | PPS |
|---|---|---|
| BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 70,671 | 78.45 |
| GMOM - Cambria Global Momentum ETF | 53,997 | 81.32 |
| HYA Advisors, Inc | 31,035 | 79.46 |
| Mid Atlantic Financial Management Inc/adv | 16,994 | 78.44 |
| TRTY - Cambria Trinity ETF | 14,178 | 81.32 |
| Cascadia Advisory Services, LLC | 12,967 | 78.43 |
| MA Private Wealth | 12,521 | 79.47 |
| Mountain Capital Investment Advisors, Inc | 9,856 | 78.23 |
| IFP Advisors, Inc | 8,064 | 85.69 |
| Midwest Heritage Bank, FSB | 3,454 | 79.33 |
| Dentgroup LLC | 2,844 | 79.47 |
| Heritage Wealth Management, Llc | 1,371 | 78.77 |
| Parallel Advisors, LLC | 357 | 81.23 |
| Carroll Financial Associates, Inc. | 117 | 76.92 |
| Koshinski Asset Management, Inc. | 36 | 83.33 |
| Advocacy Wealth Management Services, LLC | 29 | 68.97 |
| Wolverine Asset Management Llc | ||
| Northstar Advisory Group, LLC | ||
| Fundamentun, Llc | ||
| Ubs Asset Management Americas Inc | ||
| TRUE Private Wealth Advisors | ||
| Brown Brothers Harriman & Co | ||
| V Wealth Advisors LLC | ||
| Bank of New York Mellon Corp | ||
| Financial Advisory Service, Inc. | ||
| JB Capital LLC | ||
| AlphaCore Capital LLC | ||
| Insight Wealth Strategies, LLC | ||
| Keystone Financial Services | ||
| Pensionmark Financial Group, Llc | ||
| Dynamic Advisor Solutions LLC | ||
| Tnf Llc | ||
| Ironwood Financial, llc | ||
| Nwam Llc | ||
| Sovereign Financial Group, Inc. | ||
| NewEdge Wealth, LLC | ||
| RHS Financial, LLC | ||
| West Wealth Group, LLC | ||
| Barclays Plc | ||
| Sharkey, Howes & Javer | ||
| Banque Cantonale Vaudoise | ||
| TrueWealth Advisors, LLC | ||
| Mount Yale Investment Advisors, LLC | ||
| Private Portfolio Partners Llc | ||
| True Link Financial Advisors, LLC | ||
| Shore Point Advisors, LLC | ||
| Kovack Advisors, Inc. | ||
| Raleigh Capital Management Inc. | ||
| Atria Investments Llc | ||
| Steel Peak Wealth Management LLC | ||
| Goldman Sachs Group Inc | ||
| Signet Financial Management, Llc | ||
| Brinker Capital Investments, LLC | ||
| Avidian Wealth Solutions, LLC | ||
| Mcdonald Partners Llc | ||
| Change Path, LLC | ||
| Pinnacle Family Advisors, LLC | ||
| Absolute Capital Management, LLC | ||
| Jfs Wealth Advisors, Llc | ||
| Principal Financial Group Inc | ||
| Pettinga Financial Advisors, LLC | ||
| Swmg, Llc | ||
| Baird Financial Group, Inc. | ||
| Mascoma Wealth Management LLC | ||
| Summit X, LLC | ||
| Holderness Investments Co | ||
| Assetmark, Inc | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Newbridge Financial Services Group, Inc. | ||
| Robertson Stephens Wealth Management, LLC | ||
| Concorde Asset Management, LLC | ||
| PAX Financial Group, LLC | ||
| Bnp Paribas Arbitrage, Sa | ||
| TCI Wealth Advisors, Inc. | ||
| Stokes Family Office, LLC | ||
| Apeiron RIA LLC | ||
| IHT Wealth Management, LLC | ||
| Glassman Wealth Services | ||
| Aveo Capital Partners, LLC | ||
| Cooper Financial Group | ||
| Beaumont Capital Management, LLC | ||
| OmniStar Financial Group, Inc. | ||
| Belpointe Asset Management LLC | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Gradient Investments LLC | ||
| Security Financial Services, INC. | ||
| LexAurum Advisors, LLC | ||
| Mcmorgan & Co Llc | ||
| WealthPLAN Partners, LLC | ||
| Quadrant Private Wealth Management, LLC | ||
| Better Money Decisions, LLC | ||
| StoneX Group Inc. | ||
| 4J Wealth Management LLC | ||
| Icon Wealth Partners, LLC | ||
| Linscomb & Williams, Inc. | ||
| Vista Capital Partners, Inc. | ||
| Capital CS Group, LLC | ||
| Truadvice, LLC | ||
| BCJ Capital Management, LLC | ||
| Austin Private Wealth, LLC | ||
| Brookstone Capital Management | ||
| Beacon Financial Advisory LLC | ||
| S.C. Financial Services, Inc. | ||
| Apollon Wealth Management, LLC | ||
| Successful Portfolios LLC | ||
| Benjamin F. Edwards & Company, Inc. | ||
| Spectrum Planning & Advisory Services Inc. | ||
| Wealth Management Solutions, LLC | ||
| Integrated Wealth Concepts LLC | ||
| Regal Investment Advisors LLC | ||
| Hanlon Investment Management, Inc. | ||
| Keebeck Wealth Management, LLC | ||
| Equitable Holdings, Inc. | ||
| First Heartland Consultants, Inc. | ||
| Stonebridge Financial Planning Group, LLC | ||
| Banco Bilbao Vizcaya Argentaria, S.a. | ||
| JNBA Financial Advisors | ||
| Wealth Alliance | ||
| Maripau Wealth Management Llc | ||
| Massmutual Trust Co Fsb/adv | ||
| Beaumont Financial Partners, LLC | ||
| Advisors Preferred, LLC | ||
| Tri-Star Advisors Inc. | ||
| Ccg Wealth Management, Llc | ||
| Intrua Financial, LLC | ||
| Provence Wealth Management Group | ||
| Wick Capital Partners, LLC | ||
| Baker Tilly Financial, Llc | ||
| PFG Advisors | ||
| Cordant, Inc. | ||
| Park Avenue Securities Llc | ||
| Veracity Capital LLC | ||
| ONE Advisory Partners, LLC | ||
| Invst, LLC | ||
| Fortis Advisors, LLC | ||
| Orion Portfolio Solutions, LLC | ||
| Lloyd Advisory Services, LLC. | ||
| Emerald Investment Partners, Llc | ||
| Banque Pictet & Cie Sa | ||
| Crown Wealth Group, LLC | ||
| 3D/L Capital Management, LLC | ||
| Chilton Capital Management Llc | ||
| One Wealth Advisors, LLC | ||
| Arkadios Wealth Advisors | ||
| High Falls Advisors, Inc | ||
| First Horizon Advisors, Inc. | ||
| Evermay Wealth Management Llc | ||
| UMA Financial Services, Inc. | ||
| Latitude Advisors, LLC | ||
| SigFig Wealth Management, LLC | ||
| Bessemer Group Inc | ||
| Spectrum Asset Management, Inc. (NB/CA) | ||
| Firethorn Wealth Partners, Llc | ||
| Savior LLC | ||
| HighTower Advisors, LLC | ||
| Carolinas Wealth Consulting Llc | ||
| Marks Group Wealth Management, Inc | ||
| Comerica Securities,inc. | ||
| Cambria Investment Management, L.P. | ||
| Journey Strategic Wealth Llc | ||
| Advisory Services Network, LLC | ||
| Kingsview Wealth Management, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 56,737 | 65.74 | 76,783 | 79.44 |
| Ayalon Holdings Ltd. | 50,033 | 65.74 | 50,033 | 79.45 |
| Bft Financial Group, Llc | 47,887 | 65.74 | 45,787 | 79.45 |
| Transcend Wealth Collective, Llc | 21,053 | 65.74 | 21,225 | 79.43 |
| Private Advisor Group, LLC | 7,997 | 65.77 | 12,026 | 79.49 |
| Rosenberg Matthew Hamilton | 6,867 | 66.26 | 8,933 | 79.48 |
| Foundations Investment Advisors, LLC | 6,642 | 65.04 | 5,062 | 77.04 |
| Keystone Wealth Services, LLC | 3,720 | 65.86 | 9,882 | 79.44 |
| Strategic Asset Management, LLC | 3,399 | 65.61 | 3,434 | 79.50 |
| AdvisorNet Financial, Inc | 2,033 | 65.91 | 11,067 | 79.43 |
| Global Retirement Partners, LLC | 1,658 | 65.74 | 1,620 | 72.22 |
| Wolff Wiese Magana Llc | 1,564 | 65.86 | 1,564 | 79.92 |
| Exane Derivatives | 475 | 65.26 | 475 | 80.00 |
| Tsfg, Llc | 85 | 70.59 | 85 | 82.35 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BMS Financial Advisors, LLC | 20,850 | 80.05 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| HYA Advisors, Inc | 31,035 | 79.46 |
| Crown Wealth Group, LLC | ||
| Dentgroup LLC | 2,844 | 79.47 |
| Koshinski Asset Management, Inc. | 36 | 83.33 |
| Midwest Heritage Bank, FSB | 3,454 | 79.33 |
| MA Private Wealth | 12,521 | 79.47 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 56,737 | 65.74 | 76,783 | 79.44 |
| Ayalon Holdings Ltd. | 50,033 | 65.74 | 50,033 | 79.45 |
| Bft Financial Group, Llc | 47,887 | 65.74 | 45,787 | 79.45 |
| Transcend Wealth Collective, Llc | 21,053 | 65.74 | 21,225 | 79.43 |
| Private Advisor Group, LLC | 7,997 | 65.77 | 12,026 | 79.49 |
| Rosenberg Matthew Hamilton | 6,867 | 66.26 | 8,933 | 79.48 |
| Keystone Wealth Services, LLC | 3,720 | 65.86 | 9,882 | 79.44 |
| Strategic Asset Management, LLC | 3,399 | 65.61 | 3,434 | 79.50 |
| Global Retirement Partners, LLC | 1,658 | 65.74 | 1,620 | 72.22 |
| Wolff Wiese Magana Llc | 1,564 | 65.86 | 1,564 | 79.92 |
| Exane Derivatives | 475 | 65.26 | 475 | 80.00 |
| Tsfg, Llc | 85 | 70.59 | 85 | 82.35 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BMS Financial Advisors, LLC | 20,850 | 80.05 | 0 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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