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 326 174.00 180.31 171.71
Previous Quarter 348 178.00 180.33 170.75

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 2 90 25 0 6 6
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 1 3 20 0 6 5
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 203 0.00 0.00 0 0.00 0.00
Previous Quarter 203 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/ 969,741 180.33
Envestnet Asset Management Inc 929,629 180.33
Raymond James & Associates 748,590 180.33
Janney Montgomery Scott LLC 737,070 180.33
RiverFront Investment Group, LLC 549,684 180.33
Truist Financial Corp 539,152 180.33
Goldman Sachs Group Inc 503,530 180.33
Morgan Stanley 479,873 180.33
Aaron Wealth Advisors LLC 348,036 5.55
Wells Fargo & Company/mn 222,165 180.33
Royal Bank Of Canada 205,914 180.33
UBS Group AG 138,087 180.33
LPL Financial LLC 132,107 180.33
Cresset Asset Management, LLC 123,256 180.32
Advisor Group Holdings, Inc. 122,798 179.82
Kozak & Associates, Inc. 86,263 173.49
Commonwealth Equity Services, Llc 72,357 180.33
Northwestern Mutual Wealth Management Co 70,486 180.33
Bank Of Montreal /can/ 67,926 187.59
Quantitative Advantage, LLC 63,457 180.33

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/ 969,741 180.33
Envestnet Asset Management Inc 929,629 180.33
Raymond James & Associates 748,590 180.33
Janney Montgomery Scott LLC 737,070 180.33
RiverFront Investment Group, LLC 549,684 180.33
Truist Financial Corp 539,152 180.33
Goldman Sachs Group Inc 503,530 180.33
Morgan Stanley 479,873 180.33
Aaron Wealth Advisors LLC 348,036 5.55
Wells Fargo & Company/mn 222,165 180.33
Royal Bank Of Canada 205,914 180.33
UBS Group AG 138,087 180.33
LPL Financial LLC 132,107 180.33
Cresset Asset Management, LLC 123,256 180.32
Advisor Group Holdings, Inc. 122,798 179.82
Moors & Cabot, Inc. 110,000 1.09
Minichmacgregor Wealth Management, Llc 99,074 180.33
Kozak & Associates, Inc. 86,263 173.49
Commonwealth Equity Services, Llc 72,357 180.33
Northwestern Mutual Wealth Management Co 70,486 180.33

 

Recent Quarter Analysis

Name Shares PPS
Spence Asset Management 7,340 148.23
Retirement Planning Group 4,116 148.20
Name Shares PPS
Moors & Cabot, Inc. 110,000 1.09
Minichmacgregor Wealth Management, Llc 99,074 180.33
CLACX - CLS Global Aggressive Equity Fund Class N Shares 39,000 199.74
Altshuler Shaham Ltd 11,418 180.33
Transcend Wealth Collective, Llc 8,118 180.34
IFP Advisors, Inc 5,657 192.86
Citadel Advisors Llc 4,600 180.43
Citadel Advisors Llc 4,600 180.43
McKinley Carter Wealth Services, Inc. 1,192 180.37
Carroll Financial Associates, Inc. 682 193.55
QALTX - Quantified Alternative Investment Fund Investor Class Shares 618 187.70
Heritage Wealth Management, Llc 51 196.08
Parallel Advisors, LLC 40 175.00
Edmond De Rothschild Holding S.a.
CoreCap Advisors, LLC
Brinker Capital Investments, LLC
First Command Advisory Services, Inc.
Flagship Private Wealth, LLC
Emerald Investment Partners, Llc
Clearview Wealth Advisors LLC
Danda Trouve Investment Management, Inc.
Mayflower Financial Advisors, LLC
Wealthstreet Investment Advisors, LLC
Beaumont Financial Partners, LLC
Aveo Capital Partners, LLC
Capital Investment Advisory Services, LLC
Capital Analysts, Inc.
Brown Brothers Harriman & Co
Personal Wealth Partners
Empowered Funds, LLC
Outlook Wealth Advisors, LLC
Cypress Wealth Services, LLC
We Are One Seven, LLC
Thrivent Financial For Lutherans
Rice Partnership, LLC
Jacobi Capital Management LLC
Aspire Private Capital, LLC
Fifth Third Securities, Inc.
Rollins Financial
WestEnd Advisors, LLC
Chicago Partners Investment Group LLC
CarsonAllaria Wealth Management, Ltd.
Kowal Investment Group, LLC
Litman Gregory Asset Management LLC
Beaumont Capital Management, LLC
HBK Sorce Advisory LLC
Mystic Asset Management, Inc.
Salem Investment Counselors Inc
TCI Wealth Advisors, Inc.
Phoenix Wealth Advisors
Huntington National Bank
Oppenheimer & Co Inc
First Horizon Advisors, Inc.
Renaissance Technologies Llc
Meridian Wealth Partners, LLC
FourThought Financial, LLC
Advanced Research Investment Solutions, Llc
Harrell Investment Partners, Llc
Winning Points Advisors, LLC
Journey Strategic Wealth Llc
Tarbox Family Office, Inc.
First Long Island Investors, LLC
Liberty Wealth Management Llc
Total Clarity Wealth Management, Inc.
Larson Financial Group LLC
Advisors Preferred, LLC
Cassady Schiller Wealth Management, LLC
Addison Advisors LLC
Wealthbridge Capital Management, Llc
Country Trust Bank
Regal Investment Advisors LLC
Harbor Investment Advisory, Llc
Annex Advisory Services, LLC
Barclays Plc
Lake Point Wealth Management
Plante Moran Financial Advisors, LLC
Cutler Group LP
Retirement Planning Co of New England, Inc.
FLC Capital Advisors
Genesee Capital Advisors, LLC
Cordant, Inc.
RFG Advisory, LLC
Lakeview Capital Partners, LLC
Signify Wealth
Wolverine Trading, Llc
1492 Capital Management LLC
Sonata Capital Group Inc
Lehman & Derafelo Financial Resources LLC
CMC Financial Group
Bay Harbor Wealth Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Ferguson Wellman Capital Management, Inc 46,774 148.22 48,798 180.34
Private Advisor Group, LLC 46,396 148.22 43,918 180.34
Arkansas Financial Group, Inc. 46,271 148.21 44,267 180.34
Cambridge Investment Research Advisors, Inc. 18,014 148.22 21,279 180.32
Koshinski Asset Management, Inc. 8,719 0.11 8,686 180.29
Summit Financial Group, Inc. 4,445 148.26 4,445 180.43
Marcum Wealth, LLC 4,411 148.27 6,584 180.29
Castle Rock Wealth Management, LLC 3,584 152.34 3,582 176.16
Pennsylvania Capital Management Inc /adv 2,491 148.13 2,491 180.25
AdvisorNet Financial, Inc 2,304 148.44 2,353 180.20
Objective Capital Management, LLC 2,167 148.13 2,167 180.43
Raymond James Trust N.a. 1,965 148.09 5,564 180.27
Investmark Advisory Group LLC 1,954 147.90 1,944 180.04
Karp Capital Management Corp 1,690 147.93 1,730 180.35
Capital Investment Advisors, LLC 1,486 148.05 1,486 180.35
Rosenberg Matthew Hamilton 1,299 150.12 1,299 203.23
Strategic Asset Management, LLC 348 149.43 348 181.03
Advocacy Wealth Management Services, LLC 201 149.25 201 179.10
Exane Derivatives 141 148.94 141 177.30
Tsfg, Llc 135 148.15 135 177.78
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 2,478 46,396 148.22 43,918 180.34 5.64
Arkansas Financial Group, Inc. 2,004 46,271 148.21 44,267 180.34 4.53
Koshinski Asset Management, Inc. 33 8,719 0.11 8,686 180.29 0.38
Investmark Advisory Group LLC 10 1,954 147.90 1,944 180.04 0.51
Castle Rock Wealth Management, LLC 2 3,584 152.34 3,582 176.16 0.06
SOA Wealth Advisors, LLC. 1 108 148.15 107 177.57 0.93
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Raymond James Trust N.a. 3,599 1,965 148.09 5,564 180.27 -64.68
Cambridge Investment Research Advisors, Inc. 3,265 18,014 148.22 21,279 180.32 -15.34
Marcum Wealth, LLC 2,173 4,411 148.27 6,584 180.29 -33.00
Ferguson Wellman Capital Management, Inc 2,024 46,774 148.22 48,798 180.34 -4.15
AdvisorNet Financial, Inc 49 2,304 148.44 2,353 180.20 -2.08
Karp Capital Management Corp 40 1,690 147.93 1,730 180.35 -2.31
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
Name Previous Calls
Cutler Group LP 0
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
Retirement Planning Group 4,116 148.20
Name Shares PPS
Minichmacgregor Wealth Management, Llc 99,074 180.33
McKinley Carter Wealth Services, Inc. 1,192 180.37
Transcend Wealth Collective, Llc 8,118 180.34
Name Current Shares Current PPS Previous Shares Previous PPS
Ferguson Wellman Capital Management, Inc 46,774 148.22 48,798 180.34
Private Advisor Group, LLC 46,396 148.22 43,918 180.34
Arkansas Financial Group, Inc. 46,271 148.21 44,267 180.34
Cambridge Investment Research Advisors, Inc. 18,014 148.22 21,279 180.32
Koshinski Asset Management, Inc. 8,719 0.11 8,686 180.29
Marcum Wealth, LLC 4,411 148.27 6,584 180.29
Castle Rock Wealth Management, LLC 3,584 152.34 3,582 176.16
Pennsylvania Capital Management Inc /adv 2,491 148.13 2,491 180.25
Objective Capital Management, LLC 2,167 148.13 2,167 180.43
Raymond James Trust N.a. 1,965 148.09 5,564 180.27
Investmark Advisory Group LLC 1,954 147.90 1,944 180.04
Karp Capital Management Corp 1,690 147.93 1,730 180.35
Rosenberg Matthew Hamilton 1,299 150.12 1,299 203.23
Strategic Asset Management, LLC 348 149.43 348 181.03
Exane Derivatives 141 148.94 141 177.30
Tsfg, Llc 135 148.15 135 177.78
SOA Wealth Advisors, LLC. 108 148.15 107 177.57
Newbridge Financial Services Group, Inc. 79 151.90 79 177.22
Allworth Financial LP 77 142.86 77 181.82
Global Retirement Partners, LLC 50 140.00 50 160.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 2,478 46,396 148.22 43,918 180.34 5.64
Arkansas Financial Group, Inc. 2,004 46,271 148.21 44,267 180.34 4.53
Koshinski Asset Management, Inc. 33 8,719 0.11 8,686 180.29 0.38
Investmark Advisory Group LLC 10 1,954 147.90 1,944 180.04 0.51
Castle Rock Wealth Management, LLC 2 3,584 152.34 3,582 176.16 0.06
SOA Wealth Advisors, LLC. 1 108 148.15 107 177.57 0.93
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Raymond James Trust N.a. 3,599 1,965 148.09 5,564 180.27 -64.68
Cambridge Investment Research Advisors, Inc. 3,265 18,014 148.22 21,279 180.32 -15.34
Marcum Wealth, LLC 2,173 4,411 148.27 6,584 180.29 -33.00
Ferguson Wellman Capital Management, Inc 2,024 46,774 148.22 48,798 180.34 -4.15
Karp Capital Management Corp 40 1,690 147.93 1,730 180.35 -2.31
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