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 515 57.00 58.01 55.82
Previous Quarter 540 189.00 58.01 56.08

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 3 103 32 3 13 15
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 8 26 3 10 12
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 2,890,339 0.00 0.00 0 0.00 0.00
Previous Quarter 2,890,339 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 10,393,878 58.01
Fisher Asset Management, LLC 4,780,055 58.01
Bank Of America Corp /de/ 3,256,547 58.01
LPL Financial LLC 2,850,305 58.01
BlackRock Inc. 2,575,339 58.01
Jpmorgan Chase & Co 2,552,071 58.01
Morgan Stanley 2,542,771 58.01
Credit Suisse Ag/ 2,242,851 58.01
CFS Investment Advisory Services, LLC 1,899,426 0.02
Cwm, Llc 1,668,887 58.01
Wells Fargo & Company/mn 1,422,998 58.01
Advisor Group Holdings, Inc. 1,219,351 57.11
Goldman Sachs Group Inc 1,207,880 58.01
Royal Bank Of Canada 1,189,989 58.01
Park Avenue Securities Llc 1,077,099 58.01
Ameriprise Financial Inc 988,262 58.02
UBS Group AG 774,687 58.01
Janney Montgomery Scott LLC 629,558 58.01
Mml Investors Services, Llc 593,826 58.01
Pictet Asset Management Sa 582,050 58.01

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 10,393,878 58.01
Fisher Asset Management, LLC 4,780,055 58.01
Bank Of America Corp /de/ 3,256,547 58.01
LPL Financial LLC 2,850,305 58.01
BlackRock Inc. 2,575,339 58.01
Jpmorgan Chase & Co 2,552,071 58.01
Morgan Stanley 2,542,771 58.01
Credit Suisse Ag/ 2,242,851 58.01
CFS Investment Advisory Services, LLC 1,899,426 0.02
Cwm, Llc 1,668,887 58.01
Wells Fargo & Company/mn 1,422,998 58.01
Advisor Group Holdings, Inc. 1,219,351 57.11
Goldman Sachs Group Inc 1,207,880 58.01
Royal Bank Of Canada 1,189,989 58.01
Park Avenue Securities Llc 1,077,099 58.01
Ameriprise Financial Inc 988,262 58.02
UBS Group AG 774,687 58.01
Janney Montgomery Scott LLC 629,558 58.01
Mml Investors Services, Llc 593,826 58.01
Pictet Asset Management Sa 582,050 58.01

 

Recent Quarter Analysis

Name Shares PPS
One + One Wealth Management, Llc 32,670 45.70
Vigilant Capital Management, LLC 790 45.57
Stuart Chaussee & Associates, Inc. 82 48.78
Name Shares PPS
Parallel Advisors, LLC 505,415 58.86
Moors & Cabot, Inc. 80,000 1.00
Citadel Advisors Llc 70,900 58.01
Carroll Financial Associates, Inc. 38,083 65.46
Mid Atlantic Financial Management Inc/adv 27,167 56.65
Strategy Asset Managers Llc 13,653 58.01
IFP Advisors, Inc 9,968 67.01
Ignite Planners, LLC 9,105 52.06
S.C. Financial Services, Inc. 7,124 57.97
Cooper Financial Group 5,565 58.04
Cascadia Advisory Services, LLC 5,523 56.67
Ameritas Investment Corp 3,943
Mayflower Financial Advisors, LLC 3,693 57.95
Wealth Quarterback LLC 2,886
Investmark Advisory Group LLC 1,800 63.89
Koshinski Asset Management, Inc. 1,502 57.92
Heritage Wealth Management, Llc 876 57.08
Herold Advisors, Inc. 174 58005.75
Advocacy Wealth Management Services, LLC 56 53.57
Qube Research & Technologies Ltd
Mairs & Power Inc
Belvedere Trading LLC
Brown Brothers Harriman & Co
Atwood & Palmer Inc
Girard Partners Ltd.
Coco Enterprises, LLC
Trexquant Investment LP
JNBA Financial Advisors
Meeder Asset Management Inc
Fundamentun, Llc
StoneX Group Inc.
Summit Wealth Group, LLC
Gerber Kawasaki Wealth & Investment Management
Financial Advisory Service, Inc.
Mcdonald Partners Llc
McKinley Carter Wealth Services, Inc.
Jones Financial Companies Lllp
Mirae Asset Global Investments Co., Ltd.
Lehman & Derafelo Financial Resources LLC
Chilton Capital Management Llc
Total Clarity Wealth Management, Inc.
Cordant, Inc.
Monticello Wealth Management, Llc
Whitener Capital Management, Inc.
First Business Financial Services, Inc.
Evermay Wealth Management Llc
Sutton Place Investors Llc
TD Capital Management LLC
Wealthcare Advisory Partners LLC
Epic Trust Investment Advisors, LLC
Parametric Portfolio Associates Llc
Brighton Jones Llc
HBW Advisory Services LLC
Jacobi Capital Management LLC
Signature Securities Group Corporation
Sumitomo Mitsui DS Asset Management Company, Ltd
Market Street Wealth Management Advisors Llc
PDS Planning, Inc
Renaissance Technologies Llc
Evanson Asset Management, LLC
First Horizon Advisors, Inc.
Apeiron RIA LLC
Meridian Wealth Partners, LLC
Vickerman Investment Advisors, Inc.
Howe & Rusling Inc
Jfs Wealth Advisors, Llc
Spectrum Asset Management, Inc. (NB/CA)
Eubel Brady & Suttman Asset Management Inc
PFG Advisors
Q3 Asset Management
Regions Financial Corp
Lakeview Capital Partners, LLC
Sargent Bickham Lagudis LLC
Actinver Wealth Management, Inc.
Flow Traders U.s. Llc
Baldwin Investment Management, LLC
Insight Wealth Strategies, LLC
Fortitude Advisory Group L.L.C.
Glassman Wealth Services
Arkadios Wealth Advisors
3D/L Capital Management, LLC
Principal Financial Group Inc
Security Financial Services, INC.
Banco Bilbao Vizcaya Argentaria, S.a.
Veracity Capital LLC
Consolidated Planning Corp
Geneva Partners, LLC
Retirement Planning Co of New England, Inc.
Stonebridge Capital Advisors LLC
Vicus Capital
Kalos Management, Inc.
Covington Capital Management
Eagle Bay Advisors LLC
Shore Point Advisors, LLC
Prudential Plc
Perennial Investment Advisors, LLC
PRW Wealth Management LLC
Ten Capital Wealth Advisors, LLC
REDW Wealth LLC
Mirabella Financial Services Llp
First Heartland Consultants, Inc.
Absolute Capital Management, LLC
Better Money Decisions, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 396,562 45.70 507,717 58.01
Private Advisor Group, LLC 70,916 45.70 82,448 58.00
MA Private Wealth 60,792 46.17 212,620 58.01
Koss-Olinger Consulting, LLC 42,225 45.71 7,168 58.04
Dentgroup LLC 34,579 45.69 37,259 58.00
Summit Financial Group, Inc. 25,798 45.70 25,798 57.99
Rosenberg Matthew Hamilton 24,141 45.57 23,676 57.99
Oxinas Partners Wealth Management LLC 19,989 45.68 20,884 57.99
Mountain Capital Investment Advisors, Inc 19,642 47.40 20,691 53.98
Keystone Wealth Services, LLC 17,546 45.71 30,020 57.99
Marino, Stram & Associates Llc 14,121 45.68 12,416 57.99
Foundations Investment Advisors, LLC 12,719 46.39 51,376 53.45
Raymond James Trust N.a. 12,580 45.71 12,580 58.03
Orion Portfolio Solutions, LLC 12,326 45.68 28,802 58.02
Transcend Wealth Collective, Llc 11,283 45.73 16,720 58.01
Miracle Mile Advisors, LLC 11,004 45.71 6,804 58.05
Windsor Capital Management, LLC 6,300 45.56 6,300 57.94
Tompkins Financial Corp 5,700 45.61 5,700 58.07
Brookstone Capital Management 5,318 47.39 28,863 53.98
Acorn Financial Advisory Services Inc /adv 4,588 45.77 5,169 58.04
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 35,457 64.39 25,727 57.99
Carnegie Capital Asset Management, LLC 4,388 337.51 22,788 58.01
Activest Wealth Management 180 44.44 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Koss-Olinger Consulting, LLC 35,057 42,225 45.71 7,168 58.04 489.08
BMS Financial Advisors, LLC 9,730 35,457 64.39 25,727 57.99 37.82
Miracle Mile Advisors, LLC 4,200 11,004 45.71 6,804 58.05 61.73
Marino, Stram & Associates Llc 1,705 14,121 45.68 12,416 57.99 13.73
Rosenberg Matthew Hamilton 465 24,141 45.57 23,676 57.99 1.96
Activest Wealth Management 180 180 44.44 0 0.00
Optimum Investment Advisors 144 200 45.00 56 53.57 257.14
Allworth Financial LP 97 132 45.45 35 57.14 277.14
Global Retirement Partners, LLC 55 2,212 45.66 2,157 48.22 2.55
Massmutual Trust Co Fsb/adv 47 47 0 0.00
Newbridge Financial Services Group, Inc. 39 553 45.21 514 58.37 7.59
Juncture Wealth Strategies, Llc 11 4,449 45.63 4,438 57.91 0.25
M&r Capital Management Inc 2 1,098 45.54 1,096 57.48 0.18
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
MA Private Wealth 151,828 60,792 46.17 212,620 58.01 -71.41
Cambridge Investment Research Advisors, Inc. 111,155 396,562 45.70 507,717 58.01 -21.89
Foundations Investment Advisors, LLC 38,657 12,719 46.39 51,376 53.45 -75.24
Brookstone Capital Management 23,545 5,318 47.39 28,863 53.98 -81.58
Carnegie Capital Asset Management, LLC 18,400 4,388 337.51 22,788 58.01 -80.74
Orion Portfolio Solutions, LLC 16,476 12,326 45.68 28,802 58.02 -57.20
Keystone Wealth Services, LLC 12,474 17,546 45.71 30,020 57.99 -41.55
Private Advisor Group, LLC 11,532 70,916 45.70 82,448 58.00 -13.99
Transcend Wealth Collective, Llc 5,437 11,283 45.73 16,720 58.01 -32.52
Dentgroup LLC 2,680 34,579 45.69 37,259 58.00 -7.19
AdvisorNet Financial, Inc 2,242 1,744 45.87 3,986 57.95 -56.25
RWM Asset Management, LLC 1,890 1,122 45.45 3,012 58.10 -62.75
Mountain Capital Investment Advisors, Inc 1,049 19,642 47.40 20,691 53.98 -5.07
Oxinas Partners Wealth Management LLC 895 19,989 45.68 20,884 57.99 -4.29
Acorn Financial Advisory Services Inc /adv 581 4,588 45.77 5,169 58.04 -11.24
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
One + One Wealth Management, Llc 32,670 45.70
Stuart Chaussee & Associates, Inc. 82 48.78
Name Shares PPS
Mayflower Financial Advisors, LLC 3,693 57.95
Strategy Asset Managers Llc 13,653 58.01
Herold Advisors, Inc. 174 58005.75
S.C. Financial Services, Inc. 7,124 57.97
Investmark Advisory Group LLC 1,800 63.89
Cooper Financial Group 5,565 58.04
Ignite Planners, LLC 9,105 52.06
Koshinski Asset Management, Inc. 1,502 57.92
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 396,562 45.70 507,717 58.01
Private Advisor Group, LLC 70,916 45.70 82,448 58.00
MA Private Wealth 60,792 46.17 212,620 58.01
Dentgroup LLC 34,579 45.69 37,259 58.00
Rosenberg Matthew Hamilton 24,141 45.57 23,676 57.99
Oxinas Partners Wealth Management LLC 19,989 45.68 20,884 57.99
Keystone Wealth Services, LLC 17,546 45.71 30,020 57.99
Marino, Stram & Associates Llc 14,121 45.68 12,416 57.99
Raymond James Trust N.a. 12,580 45.71 12,580 58.03
Orion Portfolio Solutions, LLC 12,326 45.68 28,802 58.02
Transcend Wealth Collective, Llc 11,283 45.73 16,720 58.01
Miracle Mile Advisors, LLC 11,004 45.71 6,804 58.05
Windsor Capital Management, LLC 6,300 45.56 6,300 57.94
Tompkins Financial Corp 5,700 45.61 5,700 58.07
Brookstone Capital Management 5,318 47.39 28,863 53.98
Acorn Financial Advisory Services Inc /adv 4,588 45.77 5,169 58.04
Juncture Wealth Strategies, Llc 4,449 45.63 4,438 57.91
Global Retirement Partners, LLC 2,212 45.66 2,157 48.22
RWM Asset Management, LLC 1,122 45.45 3,012 58.10
Tsfg, Llc 1,028 45.72 1,028 58.37
Affiance Financial, LLC 972 45.27 972 57.61
Newbridge Financial Services Group, Inc. 553 45.21 514 58.37
Exane Derivatives 464 45.26 464 58.19
Sound Income Strategies, LLC 276 47.10 276 57.97
Optimum Investment Advisors 200 45.00 56 53.57
Allworth Financial LP 132 45.45 35 57.14
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 35,457 64.39 25,727 57.99
Carnegie Capital Asset Management, LLC 4,388 337.51 22,788 58.01
Activest Wealth Management 180 44.44 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BMS Financial Advisors, LLC 9,730 35,457 64.39 25,727 57.99 37.82
Miracle Mile Advisors, LLC 4,200 11,004 45.71 6,804 58.05 61.73
Marino, Stram & Associates Llc 1,705 14,121 45.68 12,416 57.99 13.73
Rosenberg Matthew Hamilton 465 24,141 45.57 23,676 57.99 1.96
Activest Wealth Management 180 180 44.44 0 0.00
Optimum Investment Advisors 144 200 45.00 56 53.57 257.14
Allworth Financial LP 97 132 45.45 35 57.14 277.14
Global Retirement Partners, LLC 55 2,212 45.66 2,157 48.22 2.55
Newbridge Financial Services Group, Inc. 39 553 45.21 514 58.37 7.59
Juncture Wealth Strategies, Llc 11 4,449 45.63 4,438 57.91 0.25
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
MA Private Wealth 151,828 60,792 46.17 212,620 58.01 -71.41
Cambridge Investment Research Advisors, Inc. 111,155 396,562 45.70 507,717 58.01 -21.89
Brookstone Capital Management 23,545 5,318 47.39 28,863 53.98 -81.58
Carnegie Capital Asset Management, LLC 18,400 4,388 337.51 22,788 58.01 -80.74
Orion Portfolio Solutions, LLC 16,476 12,326 45.68 28,802 58.02 -57.20
Keystone Wealth Services, LLC 12,474 17,546 45.71 30,020 57.99 -41.55
Private Advisor Group, LLC 11,532 70,916 45.70 82,448 58.00 -13.99
Transcend Wealth Collective, Llc 5,437 11,283 45.73 16,720 58.01 -32.52
Dentgroup LLC 2,680 34,579 45.69 37,259 58.00 -7.19
RWM Asset Management, LLC 1,890 1,122 45.45 3,012 58.10 -62.75
Oxinas Partners Wealth Management LLC 895 19,989 45.68 20,884 57.99 -4.29
Acorn Financial Advisory Services Inc /adv 581 4,588 45.77 5,169 58.04 -11.24
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