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	288	86.00	87.62	87.24
Previous Quarter	299	86.00	87.62	87.36

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	4	64	21	0	9	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	2	3	17	0	6	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	28,676,256	0.00	0.00	0	0.00	0.00
Previous Quarter	14,601,351	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
BlackRock Inc.	14,542,098	87.62
BlackRock Inc.	14,074,905
Citigroup Inc	3,165,319	87.62
Bank Of America Corp /de/	1,484,356	87.62
Morgan Stanley	534,879	87.62
Jpmorgan Chase & Co	518,090	87.62
Bank of New York Mellon Corp	484,969	87.62
Richard Bernstein Advisors LLC	380,497	86.97
Credit Suisse Ag/	286,951	87.62
Capricorn Fund Managers Ltd	283,044	87.62
UBS Group AG	230,560	87.62
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)	224,114	87.62
Money Design Co.,Ltd.	182,699	81.14
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)	179,338	87.62
Fisher Asset Management, LLC	153,607	87.62
Royal Bank Of Canada	146,272	87.62
LPL Financial LLC	112,564	87.62
Eaton Vance Management	104,888	87.63
Wells Fargo & Company/mn	86,411	87.62
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)	81,502	87.62

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
BlackRock Inc.	14,542,098	87.62
Citigroup Inc	3,165,319	87.62
Bank Of America Corp /de/	1,484,356	87.62
Morgan Stanley	534,879	87.62
Jpmorgan Chase & Co	518,090	87.62
Bank of New York Mellon Corp	484,969	87.62
Richard Bernstein Advisors LLC	380,497	86.97
Credit Suisse Ag/	286,951	87.62
Capricorn Fund Managers Ltd	283,044	87.62
UBS Group AG	230,560	87.62
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)	224,114	87.62
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)	179,338	87.62
Money Design Co.,Ltd.	167,929	87.62
Fisher Asset Management, LLC	153,607	87.62
Royal Bank Of Canada	146,272	87.62
LPL Financial LLC	112,564	87.62
Eaton Vance Management	104,888	87.63
Wells Fargo & Company/mn	86,411	87.62
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)	81,502	87.62
Raymond James Financial Services Advisors, Inc.	74,571	87.62

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
EWG Elevate Inc.	51,203	81.15
Koss-Olinger Consulting, LLC	19,450	81.13
Oak Asset Management, LLC	2,510	81.27
AdvisorNet Financial, Inc	16	62.50

Recent Quarter 64 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	21,000	87.62
Psagot Investment House Ltd.	13,525	83.70
CLFLX - CLS Flexible Income Fund Class N Shares	11,900	87.31
Newport Wealth Strategies, Inc.	4,120	83.74
Heritage Wealth Management, Llc	3,181	83.62
Homrich & Berg	2,672	83.83
Juncture Wealth Strategies, Llc	2,473	87.75
Investmark Advisory Group LLC	2,009	90.09
Carroll Financial Associates, Inc.	1,460	89.73
Parallel Advisors, LLC	1,102	88.02
Paladin Advisory Group, LLC	557	87.97
Koshinski Asset Management, Inc.	350	88.57
IFP Advisors, Inc	210	90.48
Wealth Quarterback LLC	100
Moisand Fitzgerald Tamayo, LLC
Vontobel Holding Ltd.
City Of London Investment Management Co Ltd
Ten Capital Wealth Advisors, LLC
Kovitz Investment Group Partners, LLC
Lindbrook Capital, Llc
Maryland Capital Management
Summit Financial Group, Inc.
Jones Financial Companies Lllp
Barclays Plc
Flow Traders U.s. Llc
Wade G W & Inc
Mystic Asset Management, Inc.
Bank Julius Baer & Co. Ltd, Zurich
Better Money Decisions, LLC
RWM Asset Management, LLC
Aristotle Capital Management, LLC
Trust Co Of Vermont
Ironwood Financial, llc
Old Mission Capital Llc
Absolute Capital Management, LLC
Barry Investment Advisors, LLC
Venturi Wealth Management, LLC
Harbour Investments, Inc.
Geneva Partners, LLC
Wealthgate Family Office, LLC
Courier Capital Llc
Cinctive Capital Management LP
Renaissance Technologies Llc
Snowden Capital Advisors LLC
Hamilton Wealth, LLC
Tranquility Partners, LLC
Guidance Point Advisors, LLC
Marshall Wace, Llp
Personal Wealth Partners
TCI Wealth Advisors, Inc.
Citadel Advisors Llc
Deutsche Bank Ag\
Mcdonald Partners Llc
Amplius Wealth Advisors, LLC
AlphaCore Capital LLC
Toronto Dominion Bank
Henrickson Nauta Wealth Advisors, Inc.
Jane Street Group, Llc
Bank Of Nova Scotia
People's United Financial, Inc.
AE Wealth Management LLC
Glassman Wealth Services
Liberty Wealth Management Llc
Semmax Financial Advisors Inc.

Recent Quarter 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	182,699	81.14	167,929	87.62
Cambridge Investment Research Advisors, Inc.	54,909	81.13	14,808	87.59
Danda Trouve Investment Management, Inc.	49,989	81.14	48,965	87.61
Ayalon Holdings Ltd.	45,710	81.14	22,100	87.60
DALT - Anfield Capital Diversified Alternatives ETF	25,648	83.59	23,221	84.10
Private Advisor Group, LLC	11,666	81.18	6,857	87.65
Global Retirement Partners, LLC	9,405	81.13	7,640	84.03
Transcend Wealth Collective, Llc	9,029	81.18	9,058	87.66
Two Roads Shared Trust - APEX HealthCare ETF	8,970	83.61	5,653	84.03
Tompkins Financial Corp	3,600	81.11	3,600	87.50
Miracle Mile Advisors, LLC	3,486	81.18	3,605	87.66
Carnegie Capital Asset Management, LLC	3,000	83.00	3,000	87.67
HB Wealth Management, LLC	2,672	81.21	2,672	87.57
Exane Derivatives	2,581	80.98	2,581	87.56
Vigilant Capital Management, LLC	1,880	81.38	600	88.33
Affiance Financial, LLC	1,254	81.34	1,254	87.72
Optimum Investment Advisors	720	80.56	720	87.50
Wolff Wiese Magana Llc	715	81.12	715	86.71
Paladin Advisory Group, LLC	557	80.79	557	87.97
Tsfg, Llc	190	78.95	190	89.47

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	40,101	54,909	81.13	14,808	87.59	270.81
Ayalon Holdings Ltd.	23,610	45,710	81.14	22,100	87.60	106.83
Money Design Co.,Ltd.	14,770	182,699	81.14	167,929	87.62	8.80
Private Advisor Group, LLC	4,809	11,666	81.18	6,857	87.65	70.13
Two Roads Shared Trust - APEX HealthCare ETF	3,317	8,970	83.61	5,653	84.03	58.68
DALT - Anfield Capital Diversified Alternatives ETF	2,427	25,648	83.59	23,221	84.10	10.45
Global Retirement Partners, LLC	1,765	9,405	81.13	7,640	84.03	23.10
Vigilant Capital Management, LLC	1,280	1,880	81.38	600	88.33	213.33
Danda Trouve Investment Management, Inc.	1,024	49,989	81.14	48,965	87.61	2.09

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	119	3,486	81.18	3,605	87.66	-3.30
Transcend Wealth Collective, Llc	29	9,029	81.18	9,058	87.66	-0.32

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
EWG Elevate Inc.	51,203	81.15
Oak Asset Management, LLC	2,510	81.27

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	350	88.57
Investmark Advisory Group LLC	2,009	90.09
Juncture Wealth Strategies, Llc	2,473	87.75

Past Week 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	182,699	81.14	167,929	87.62
Cambridge Investment Research Advisors, Inc.	54,909	81.13	14,808	87.59
Danda Trouve Investment Management, Inc.	49,989	81.14	48,965	87.61
Ayalon Holdings Ltd.	45,710	81.14	22,100	87.60
Private Advisor Group, LLC	11,666	81.18	6,857	87.65
Global Retirement Partners, LLC	9,405	81.13	7,640	84.03
Transcend Wealth Collective, Llc	9,029	81.18	9,058	87.66
Tompkins Financial Corp	3,600	81.11	3,600	87.50
Miracle Mile Advisors, LLC	3,486	81.18	3,605	87.66
Carnegie Capital Asset Management, LLC	3,000	83.00	3,000	87.67
HB Wealth Management, LLC	2,672	81.21	2,672	87.57
Exane Derivatives	2,581	80.98	2,581	87.56
Affiance Financial, LLC	1,254	81.34	1,254	87.72
Optimum Investment Advisors	720	80.56	720	87.50
Wolff Wiese Magana Llc	715	81.12	715	86.71
Tsfg, Llc	190	78.95	190	89.47
Webster Bank, N. A.	89	78.65	89	89.89

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	40,101	54,909	81.13	14,808	87.59	270.81
Ayalon Holdings Ltd.	23,610	45,710	81.14	22,100	87.60	106.83
Money Design Co.,Ltd.	14,770	182,699	81.14	167,929	87.62	8.80
Private Advisor Group, LLC	4,809	11,666	81.18	6,857	87.65	70.13
Global Retirement Partners, LLC	1,765	9,405	81.13	7,640	84.03	23.10
Danda Trouve Investment Management, Inc.	1,024	49,989	81.14	48,965	87.61	2.09

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	119	3,486	81.18	3,605	87.66	-3.30
Transcend Wealth Collective, Llc	29	9,029	81.18	9,058	87.66	-0.32

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name