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	396	85.00	84.53	82.30
Previous Quarter	413	86.00	84.53	82.83

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	81	33	0	9	9
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	8	28	0	7	8
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	9,593	0.00	0.00	0	0.00	0.00
Previous Quarter	9,593	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
Bank Of America Corp /de/	2,212,914	84.53
Morgan Stanley	1,446,842	84.53
Fisher Asset Management, LLC	746,777	84.53
Wells Fargo & Company/mn	610,124	84.53
Goldman Sachs Group Inc	572,214	84.53
Fmr Llc	505,780	84.53
LPL Financial LLC	447,205	84.53
Royal Bank Of Canada	375,730	84.52
Ameriprise Financial Inc	330,643	84.52
UBS Group AG	329,213	84.53
Envestnet Asset Management Inc	244,405	84.53
Stillwater Capital Advisors, LLC	214,714	69.98
Commonwealth Equity Services, Llc	212,745	84.53
Raymond James Financial Services Advisors, Inc.	206,289	84.53
Magnus Financial Group LLC	184,312	84.53
Scotia Capital Inc.	153,507	84.53
Northwestern Mutual Wealth Management Co	148,232	84.53
Raymond James & Associates	142,602	84.54
Patten & Patten Inc/tn	139,549	84.53
J.w. Cole Advisors, Inc.	136,560	0.01

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
Bank Of America Corp /de/	2,212,914	84.53
Morgan Stanley	1,446,842	84.53
Fisher Asset Management, LLC	746,777	84.53
Wells Fargo & Company/mn	610,124	84.53
Goldman Sachs Group Inc	572,214	84.53
Fmr Llc	505,780	84.53
LPL Financial LLC	447,205	84.53
Royal Bank Of Canada	375,730	84.52
Ameriprise Financial Inc	330,643	84.52
UBS Group AG	329,213	84.53
Envestnet Asset Management Inc	244,405	84.53
Commonwealth Equity Services, Llc	212,745	84.53
Stillwater Capital Advisors, LLC	210,117	84.53
Raymond James Financial Services Advisors, Inc.	206,289	84.53
Magnus Financial Group LLC	184,312	84.53
Scotia Capital Inc.	153,507	84.53
Northwestern Mutual Wealth Management Co	148,232	84.53
Raymond James & Associates	142,602	84.54
Patten & Patten Inc/tn	139,549	84.53
J.w. Cole Advisors, Inc.	136,560	0.01

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Adirondack Trust Co	300	70.00

Recent Quarter 81 Institutes closed out their positions

Name	Shares	PPS
Karp Capital Management Corp	60,205	84.53
Green Harvest Asset Management LLC	43,791	82.55
Citadel Advisors Llc	15,612	84.55
Ameritas Investment Corp	14,750	0.07
Evanson Asset Management, LLC	5,200	84.62
Mid Atlantic Financial Management Inc/adv	4,544	82.53
Ferguson Wellman Capital Management, Inc	3,190	84.64
Scott Capital Advisors, LLC	3,005	84.53
IFP Advisors, Inc	3,002	86.94
WP Advisors, LLC	2,837	84.60
Atlas Brown,Inc.	2,694	84.63
Orion Portfolio Solutions, LLC	2,684	84.58
Koss-Olinger Consulting, LLC	2,389	84.55
QALTX - Quantified Alternative Investment Fund Investor Class Shares	2,151	82.75
Filbrandt Wealth Management, LLC	898	82.41
Parallel Advisors, LLC	440	86.36
Burleson & Company, LLC	400	85.00
Calton & Associates, Inc.
Quantitative Investment Management, LLC
Red Door Wealth Management, LLC
Stuart Chaussee & Associates, Inc.
Clearwater Capital Advisors, LLC
Ballast Advisors Llc
Paragon Capital Management Ltd
Baltimore-Washington Financial Advisors, Inc.
Healthcare Of Ontario Pension Plan Trust Fund
Guidance Point Advisors, LLC
Paragon Wealth Strategies, LLC
Mattern Wealth Management LLC
Park Avenue Securities Llc
Advisory Alpha, LLC
Huntington National Bank
Eaton Vance Management
Jacobi Capital Management LLC
Kore Private Wealth LLC
Fulcrum Equity Management
Northern Trust Corp
Private Capital Group, LLC
Personal Wealth Partners
Manufacturers Life Insurance Company, The
Capital Investment Advisory Services, LLC
Navellier & Associates Inc
Royal Fund Management, LLC
Mascoma Wealth Management LLC
WESPAC Advisors, LLC
Advisors Preferred, LLC
Barrett Asset Management, LLC
Change Path, LLC
Pettinga Financial Advisors, LLC
Krilogy Financial LLC
Dohj, Llc
Bank Julius Baer & Co. Ltd, Zurich
RPG Investment Advisory, LLC
Oxinas Partners Wealth Management LLC
Journey Strategic Wealth Llc
Retirement Planning Co of New England, Inc.
Pflug Koory, LLC
Fifth Third Securities, Inc.
Moloney Securities Asset Management, LLC
Amplius Wealth Advisors, LLC
Schroder Investment Management Group
Mystic Asset Management, Inc.
Total Clarity Wealth Management, Inc.
Windsor Group LTD
Ibex Wealth Advisors
Hsbc Holdings Plc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Flagship Private Wealth, LLC
Centaurus Financial, Inc.
Dowling & Yahnke Llc
Renaissance Technologies Llc
Barings Llc
Cutler Group LP
Signature Estate & Investment Advisors Llc
Flow Traders U.s. Llc
Rice Partnership, LLC
Cutler Group LP
Credit Suisse Ag/
Brookstone Capital Management
Dynamic Technology Lab Private Ltd
Carroll Financial Associates, Inc.

Recent Quarter 33 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stillwater Capital Advisors, LLC	214,714	69.98	210,117	84.53
Cim, Llc	92,958	71.35	93,421	82.79
Cambridge Investment Research Advisors, Inc.	65,565	69.98	57,644	84.54
First Citizens Financial Corp	62,457	69.98	62,303	84.52
Private Advisor Group, LLC	24,814	69.96	29,198	84.56
Murphy Capital Management Inc	21,045	69.95	21,065	84.50
ACG Wealth	14,835	69.97	14,825	84.52
Magnolia Capital Management Ltd	8,845	69.98	8,845	84.57
Wealth Management Partners, LLC	8,000	68.12	8,000	82.25
Acropolis Investment Management, LLC	7,102	69.98	7,102	84.48
Koshinski Asset Management, Inc.	6,608		6,631	84.60
Raymond James Trust N.a.	6,362	69.95	6,362	84.56
HFG Advisors, Inc.	6,125	70.04	6,125	84.57
Pinnacle Private Wealth, LLC	6,041	70.02	6,002	84.47
Parsec Financial Management, Inc.	5,050	69.90	5,050	84.55
SOA Wealth Advisors, LLC.	4,410	69.84	4,438	84.50
Cfm Wealth Partners Llc	4,122	69.87	4,122	84.43
Capital Investment Advisors, LLC	3,934	69.90	3,933	84.41
Carnegie Capital Asset Management, LLC	3,114	80.92	3,114	84.46
YHB Investment Advisors, Inc.	3,010	70.10	3,010	84.39

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.	7,921	65,565	69.98	57,644	84.54	13.74
Stillwater Capital Advisors, LLC	4,597	214,714	69.98	210,117	84.53	2.19
First Citizens Financial Corp	154	62,457	69.98	62,303	84.52	0.25
Pinnacle Bancorp, Inc.	101	491	69.25	390	84.62	25.90
Pinnacle Private Wealth, LLC	39	6,041	70.02	6,002	84.47	0.65
Tsfg, Llc	25	1,075	69.77	1,050	84.76	2.38
ACG Wealth	10	14,835	69.97	14,825	84.52	0.07
Atticus Wealth Management, Llc	1	261	68.97	260	84.62	0.38
Capital Investment Advisors, LLC	1	3,934	69.90	3,933	84.41	0.03

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	4,384	24,814	69.96	29,198	84.56	-15.01
Cim, Llc	463	92,958	71.35	93,421	82.79	-0.50
Sargent Bickham Lagudis LLC	224	1,554	70.14	1,778	84.36	-12.60
Arkadios Wealth Advisors	155	3,120		3,275		-4.73
Independence Bank of Kentucky	109	1,163	69.65	1,272	84.91	-8.57
Gradient Investments LLC	36	2		38	78.95	-94.74
SOA Wealth Advisors, LLC.	28	4,410	69.84	4,438	84.50	-0.63
Koshinski Asset Management, Inc.	23	6,608		6,631	84.60	-0.35
Murphy Capital Management Inc	20	21,045	69.95	21,065	84.50	-0.09

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Cutler Group LP	0

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 0 New Institutes added position

Name	Shares	PPS

Past Week 8 Institutes closed out their positions

Name	Shares	PPS
Burleson & Company, LLC	400	85.00
Scott Capital Advisors, LLC	3,005	84.53
Karp Capital Management Corp	60,205	84.53
Atlas Brown,Inc.	2,694	84.63
Orion Portfolio Solutions, LLC	2,684	84.58
Ferguson Wellman Capital Management, Inc	3,190	84.64
WP Advisors, LLC	2,837	84.60
Evanson Asset Management, LLC	5,200	84.62

Past Week 28 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stillwater Capital Advisors, LLC	214,714	69.98	210,117	84.53
Cim, Llc	92,958	71.35	93,421	82.79
Cambridge Investment Research Advisors, Inc.	65,565	69.98	57,644	84.54
Private Advisor Group, LLC	24,814	69.96	29,198	84.56
Murphy Capital Management Inc	21,045	69.95	21,065	84.50
ACG Wealth	14,835	69.97	14,825	84.52
Magnolia Capital Management Ltd	8,845	69.98	8,845	84.57
Wealth Management Partners, LLC	8,000	68.12	8,000	82.25
Acropolis Investment Management, LLC	7,102	69.98	7,102	84.48
Koshinski Asset Management, Inc.	6,608		6,631	84.60
Raymond James Trust N.a.	6,362	69.95	6,362	84.56
HFG Advisors, Inc.	6,125	70.04	6,125	84.57
Pinnacle Private Wealth, LLC	6,041	70.02	6,002	84.47
SOA Wealth Advisors, LLC.	4,410	69.84	4,438	84.50
Cfm Wealth Partners Llc	4,122	69.87	4,122	84.43
Carnegie Capital Asset Management, LLC	3,114	80.92	3,114	84.46
YHB Investment Advisors, Inc.	3,010	70.10	3,010	84.39
Newbridge Financial Services Group, Inc.	1,780	70.22	1,780	84.27
Sargent Bickham Lagudis LLC	1,554	70.14	1,778	84.36
Allworth Financial LP	1,394	70.30	1,394	84.65
Tsfg, Llc	1,075	69.77	1,050	84.76
Rosenberg Matthew Hamilton	568	70.42	568	84.51
Pinnacle Bancorp, Inc.	491	69.25	390	84.62
Sugarloaf Wealth Management, LLC	420	69.05	420	85.71
Atticus Wealth Management, Llc	261	68.97	260	84.62
Global Retirement Partners, LLC	132	68.18	132	75.76
Valley National Advisers Inc	6		6	166.67
Gradient Investments LLC	2		38	78.95

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	7,921	65,565	69.98	57,644	84.54	13.74
Stillwater Capital Advisors, LLC	4,597	214,714	69.98	210,117	84.53	2.19
Pinnacle Bancorp, Inc.	101	491	69.25	390	84.62	25.90
Pinnacle Private Wealth, LLC	39	6,041	70.02	6,002	84.47	0.65
Tsfg, Llc	25	1,075	69.77	1,050	84.76	2.38
ACG Wealth	10	14,835	69.97	14,825	84.52	0.07
Atticus Wealth Management, Llc	1	261	68.97	260	84.62	0.38

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	4,384	24,814	69.96	29,198	84.56	-15.01
Cim, Llc	463	92,958	71.35	93,421	82.79	-0.50
Sargent Bickham Lagudis LLC	224	1,554	70.14	1,778	84.36	-12.60
Arkadios Wealth Advisors	155	3,120		3,275		-4.73
Gradient Investments LLC	36	2		38	78.95	-94.74
SOA Wealth Advisors, LLC.	28	4,410	69.84	4,438	84.50	-0.63
Koshinski Asset Management, Inc.	23	6,608		6,631	84.60	-0.35
Murphy Capital Management Inc	20	21,045	69.95	21,065	84.50	-0.09

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