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	245	72.00	75.03	72.17
Previous Quarter	268	73.00	75.04	72.52

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	1	67	17	0	3	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	1	0	14	0	3	4
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	139,912	0.00	0.00	0	0.00	0.00
Previous Quarter	139,912	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
Morgan Stanley	911,390	75.04
Bank Of America Corp /de/	882,933	75.04
UBS Group AG	451,340	75.04
Wells Fargo & Company/mn	420,658	75.04
Advisor Group Holdings, Inc.	251,539	75.19
Royal Bank Of Canada	223,638	75.04
LPL Financial LLC	207,635	75.04
Raymond James Financial Services Advisors, Inc.	194,317	75.04
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)	153,210	84.00
Sterling Investment Counsel, LLC	137,524	84.00
Northwestern Mutual Wealth Management Co	137,419	75.04
Quantitative Advantage, LLC	132,935	75.04
Goldman Sachs Group Inc	121,911	75.04
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)	115,473	84.00
CFS Investment Advisory Services, LLC	113,836	0.02
Prudential Financial Inc	107,127	75.04
Commonwealth Equity Services, Llc	101,768	75.03
Ameriprise Financial Inc	99,998	75.09
United Capital Financial Advisers, Llc	93,453	75.04
Kesler, Norman & Wride, LLC	92,338	75.04

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
Morgan Stanley	911,390	75.04
Bank Of America Corp /de/	882,933	75.04
UBS Group AG	451,340	75.04
Wells Fargo & Company/mn	420,658	75.04
Advisor Group Holdings, Inc.	251,539	75.19
Royal Bank Of Canada	223,638	75.04
LPL Financial LLC	207,635	75.04
Raymond James Financial Services Advisors, Inc.	194,317	75.04
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)	153,210	84.00
Green Harvest Asset Management LLC	144,882	77.31
Sterling Investment Counsel, LLC	137,524	84.00
Northwestern Mutual Wealth Management Co	137,419	75.04
Quantitative Advantage, LLC	132,935	75.04
Goldman Sachs Group Inc	121,911	75.04
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)	115,473	84.00
CFS Investment Advisory Services, LLC	113,836	0.02
Prudential Financial Inc	107,127	75.04
Commonwealth Equity Services, Llc	101,768	75.03
Ameriprise Financial Inc	99,998	75.09
United Capital Financial Advisers, Llc	93,453	75.04

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Murphy Capital Management Inc	3,620	56.63

Recent Quarter 67 Institutes closed out their positions

Name	Shares	PPS
Green Harvest Asset Management LLC	144,882	77.31
Moors & Cabot, Inc.	35,000	1.09
Ameritas Investment Corp	3,382
IFP Advisors, Inc	2,086	83.89
Winfield Associates, Inc.
Two Sigma Securities, Llc
Carolinas Wealth Consulting Llc
Flagship Private Wealth, LLC
Princeton Global Asset Management LLC
Sage Advisory Services, Ltd.Co.
Red Door Wealth Management, LLC
Oppenheimer Asset Management Inc.
Personal Wealth Partners
FDx Advisors, Inc.
Pfs Investments Inc.
Wealthstar Advisors, Llc
Voya Financial Advisors, Inc.
Carroll Financial Associates, Inc.
Orion Portfolio Solutions, LLC
Plante Moran Financial Advisors, LLC
Us Bancorp \de\
First Horizon Advisors, Inc.
Park National Corp /oh/
Genesee Capital Advisors, LLC
WESPAC Advisors, LLC
Smithbridge Asset Management Inc/de
Cutter & CO Brokerage, Inc.
Kovack Advisors, Inc.
Ironwood Financial, llc
SYM FINANCIAL Corp
Tarbox Family Office, Inc.
Phoenix Wealth Advisors
Minichmacgregor Wealth Management, Llc
Bremer Bank National Association
Proequities, Inc.
IronBridge Private Wealth, LLC
Meeder Asset Management Inc
Howard Capital Management Inc.
Marshall Financial Group LLC
AE Wealth Management LLC
Royal Fund Management, LLC
Change Path, LLC
Fulcrum Equity Management
Advisory Services Network, LLC
Huntington National Bank
Strategy Asset Managers Llc
Paragon Capital Management Ltd
Atria Investments Llc
Interchange Capital Partners, LLC
Gerber Kawasaki Wealth & Investment Management
Eaton Vance Management
Coastal Bridge Advisors, LLC
Well Done, LLC
AdvisorNet Financial, Inc
Raymond James Trust N.a.
Bullseye Investment Management, LLC
Oxinas Partners Wealth Management LLC
Qube Research & Technologies Ltd
Captrust Financial Advisors
Centaurus Financial, Inc.
West Branch Capital LLC
Teamwork Financial Advisors, LLC
Virtue Capital Management, LLC
Kore Private Wealth LLC
IHT Wealth Management, LLC
Barclays Plc
Cetera Investment Advisers

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ferguson Wellman Capital Management, Inc	69,951	56.74	74,541	75.05
First Citizens Financial Corp	59,013	56.73	60,388	75.05
Stillwater Capital Advisors, LLC	47,771	56.75	48,121	75.04
Cambridge Investment Research Advisors, Inc.	18,878	56.73	35,676	75.04
Private Advisor Group, LLC	10,835	56.76	11,316	75.03
Capital Investment Advisors, LLC	9,804	56.71	9,809	75.03
Koshinski Asset Management, Inc.	5,019		5,013	75.00
ACG Wealth	3,268	56.61	3,267	74.99
Mascoma Wealth Management LLC	1,000	57.00	1,000	75.00
Sargent Bickham Lagudis LLC	688	56.69	688	75.58
Sugarloaf Wealth Management, LLC	592	57.43	592	74.32
SOA Wealth Advisors, LLC.	487	55.44	486	74.07
Newbridge Financial Services Group, Inc.	208	57.69	208	76.92
Global Retirement Partners, LLC	185	54.05	185	59.46
Covington Capital Management	124	56.45	232	73.28
Piscataqua Savings Bank	40	50.00	40	75.00
Allworth Financial LP	40	50.00	40	75.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Koshinski Asset Management, Inc.	6	5,019		5,013	75.00	0.12
SOA Wealth Advisors, LLC.	1	487	55.44	486	74.07	0.21
ACG Wealth	1	3,268	56.61	3,267	74.99	0.03

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	16,798	18,878	56.73	35,676	75.04	-47.08
Ferguson Wellman Capital Management, Inc	4,590	69,951	56.74	74,541	75.05	-6.16
First Citizens Financial Corp	1,375	59,013	56.73	60,388	75.05	-2.28
Private Advisor Group, LLC	481	10,835	56.76	11,316	75.03	-4.25
Stillwater Capital Advisors, LLC	350	47,771	56.75	48,121	75.04	-0.73
Covington Capital Management	108	124	56.45	232	73.28	-46.55
Capital Investment Advisors, LLC	5	9,804	56.71	9,809	75.03	-0.05

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 1 New Institutes added position

Name	Shares	PPS
Murphy Capital Management Inc	3,620	56.63

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ferguson Wellman Capital Management, Inc	69,951	56.74	74,541	75.05
Stillwater Capital Advisors, LLC	47,771	56.75	48,121	75.04
Cambridge Investment Research Advisors, Inc.	18,878	56.73	35,676	75.04
Private Advisor Group, LLC	10,835	56.76	11,316	75.03
Koshinski Asset Management, Inc.	5,019		5,013	75.00
ACG Wealth	3,268	56.61	3,267	74.99
Mascoma Wealth Management LLC	1,000	57.00	1,000	75.00
Sargent Bickham Lagudis LLC	688	56.69	688	75.58
Sugarloaf Wealth Management, LLC	592	57.43	592	74.32
SOA Wealth Advisors, LLC.	487	55.44	486	74.07
Newbridge Financial Services Group, Inc.	208	57.69	208	76.92
Global Retirement Partners, LLC	185	54.05	185	59.46
Allworth Financial LP	40	50.00	40	75.00
Piscataqua Savings Bank	40	50.00	40	75.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Koshinski Asset Management, Inc.	6	5,019		5,013	75.00	0.12
SOA Wealth Advisors, LLC.	1	487	55.44	486	74.07	0.21
ACG Wealth	1	3,268	56.61	3,267	74.99	0.03

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	16,798	18,878	56.73	35,676	75.04	-47.08
Ferguson Wellman Capital Management, Inc	4,590	69,951	56.74	74,541	75.05	-6.16
Private Advisor Group, LLC	481	10,835	56.76	11,316	75.03	-4.25
Stillwater Capital Advisors, LLC	350	47,771	56.75	48,121	75.04	-0.73

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