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 474 281.00 288.78 265.00
Previous Quarter 497 282.00 288.79 265.83

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 2 98 42 0 18 13
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 6 36 0 17 10
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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 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
Manufacturers Life Insurance Company, The 1,855,811 291.28
CFS Investment Advisory Services, LLC 388,423 0.00
Bank Of America Corp /de/ 364,374 288.79
Morgan Stanley 359,708 288.79
LPL Financial LLC 298,125 288.79
UBS Group AG 282,059 288.79
Wells Fargo & Company/mn 189,728 288.79
Royal Bank Of Canada 178,826 288.79
Goldman Sachs Group Inc 157,797 288.79
Advisor Group Holdings, Inc. 101,105 281.21
Raymond James Financial Services Advisors, Inc. 89,536 288.83
Oakworth Capital, Inc. 81,231 288.78
HighTower Advisors, LLC 76,511 288.51
Raymond James & Associates 70,763 288.78
Commonwealth Equity Services, Llc 63,504 288.78
Envestnet Asset Management Inc 60,644 288.78
Ameriprise Financial Inc 60,151 289.29
Squarepoint Ops LLC 43,800 120.94
United Capital Financial Advisers, Llc 42,736 288.80
Cambridge Investment Research Advisors, Inc. 41,297 268.91

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
Manufacturers Life Insurance Company, The 1,855,811 291.28
CFS Investment Advisory Services, LLC 388,423 0.00
Bank Of America Corp /de/ 364,374 288.79
Morgan Stanley 359,708 288.79
LPL Financial LLC 298,125 288.79
UBS Group AG 282,059 288.79
Wells Fargo & Company/mn 189,728 288.79
Royal Bank Of Canada 178,826 288.79
Goldman Sachs Group Inc 157,797 288.79
Advisor Group Holdings, Inc. 101,105 281.21
Raymond James Financial Services Advisors, Inc. 89,536 288.83
Oakworth Capital, Inc. 81,231 288.78
HighTower Advisors, LLC 76,511 288.51
Raymond James & Associates 70,763 288.78
Commonwealth Equity Services, Llc 63,504 288.78
Envestnet Asset Management Inc 60,644 288.78
Ameriprise Financial Inc 60,151 289.29
Squarepoint Ops LLC 43,800 120.94
United Capital Financial Advisers, Llc 42,736 288.80
Thrivent Financial For Lutherans 40,721 288.79

 

Recent Quarter Analysis

Name Shares PPS
V Wealth Advisors LLC 2,527 288.88
Gradient Investments LLC 37 270.27
Name Shares PPS
HighTower Advisors, LLC 76,511 288.51
Green Harvest Asset Management LLC 39,677 275.93
Alexandria Capital, LLC 37,617 275.91
My Personal CFO, LLC 4,950 288.89
Castle Rock Wealth Management, LLC 4,340 291.01
Mid Atlantic Financial Management Inc/adv 2,884 276.01
V Wealth Advisors LLC 2,527 288.88
Ameritas Investment Corp 2,297 0.44
Hochman Cole Investment Advisors, Inc. 2,142 275.91
Homrich & Berg 1,798 275.86
Harbor Financial Services, Llc 1,493 275.95
IFP Advisors, Inc 1,058 303.40
Orion Portfolio Solutions, LLC 1,005 288.56
Security National Trust Co 900 273.33
Parallel Advisors, LLC 591 291.03
Carroll Financial Associates, Inc. 291 298.97
Foresight Capital Management Advisors, Inc. 228 289.47
Heritage Wealth Management, Llc 100 280.00
Tompkins Financial Corp 80 287.50
Burleson & Company, LLC 75 293.33
Stuart Chaussee & Associates, Inc. 44 295.45
Personal Wealth Partners
JGP Wealth Management, LLC
Total Clarity Wealth Management, Inc.
Calton & Associates, Inc.
Meeder Asset Management Inc
First Command Advisory Services, Inc.
CoreCap Advisors, LLC
Fulcrum Equity Management
IMC-Chicago, LLC
Cassady Schiller Wealth Management, LLC
Cutler Group LP
AlphaStar Capital Management, LLC
Dohj, Llc
Simplex Trading, Llc
CX Institutional
Colony Group Llc
Marshall Wace, Llp
Clear Creek Financial Management, LLC
Schroder Investment Management Group
Jacobi Capital Management LLC
Capital Analysts, Inc.
Enterprise Bank & Trust Co
Eaton Vance Management
GWM Advisors LLC
Ford Financial Group, LLC
Retirement Planning Co of New England, Inc.
BlackRock Inc.
Advisor Resource Council
Dynamic Advisor Solutions LLC
BCJ Capital Management, LLC
Trexquant Investment LP
Nwam Llc
PrairieView Partners, LLC
Blackston Financial Advisory Group, LLC
Moloney Securities Asset Management, LLC
All Season Financial Advisors, Inc.
Keystone Wealth Services, LLC
Flow Traders U.s. Llc
FourThought Financial, LLC
Huntington National Bank
Antonetti Capital Management LLC
Inscription Capital, LLC
TrinityPoint Wealth, LLC
Widmann Financial Services, Inc.
Townsend Asset Management Corp /nc/ /adv
Krilogy Financial LLC
Sofos Investments, Inc.
Liberty Wealth Management Llc
HHCAX - Highland Long/Short Healthcare Fund Class A
Truvestments Capital Llc
New England Private Wealth Advisors LLC
Nottingham Advisors, Inc.
Wealth Management Partners, LLC
WFA of San Diego, LLC
Barrett Asset Management, LLC
Atlas Private Wealth Advisors
Kesler, Norman & Wride, LLC
Gofen & Glossberg Llc /il/
Change Path, LLC
Bank of New York Mellon Corp
Edge Wealth Management LLC
Flaharty Asset Management, LLC
Highland Capital Management Fund Advisors, L.p.
Navellier & Associates Inc
Addison Advisors LLC
HCR Wealth Advisors
Flagship Private Wealth, LLC
Strategic Blueprint, LLC
PFG Advisors
Wolverine Trading, Llc
Virtue Capital Management, LLC
Paragon Capital Management Ltd
Renaissance Technologies Llc
EPG Wealth Management LLC
Two Sigma Securities, Llc
RGT Wealth Advisors, LLC
Secure Asset Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 41,297 268.91 24,033 288.81
Murphy Capital Management Inc 30,276 268.93 30,685 288.77
Private Advisor Group, LLC 23,469 268.95 20,448 288.83
Stillwater Capital Advisors, LLC 22,138 268.90 24,017 288.80
Connecticut Wealth Management, LLC 20,900 268.90 20,900 288.80
Capital Investment Advisors, LLC 19,706 268.90 20,022 288.78
First Citizens Financial Corp 18,520 268.90 18,655 288.77
Conservest Capital Advisors, Inc. 8,815 268.86 8,345 288.80
Pinnacle Private Wealth, LLC 7,948 268.87 8,158 288.80
Brookstone Capital Management 7,206 275.05 2,413 294.24
Dentgroup LLC 5,553 268.86 5,433 288.79
Transform Wealth, LLC 4,564 268.84 4,504 288.63
SOA Wealth Advisors, LLC. 4,237 268.82 4,466 288.63
ACG Wealth 3,915 268.97 3,914 288.71
Kmg Fiduciary Partners, Llc 3,482 268.81 3,646 288.81
Global Retirement Partners, LLC 3,045 268.97 3,115 273.84
HFG Advisors, Inc. 2,994 268.87 2,994 288.91
Acropolis Investment Management, LLC 2,897 268.90 2,897 288.92
Carnegie Capital Asset Management, LLC 2,429 272.95 2,504 288.74
Oxinas Partners Wealth Management LLC 2,311 268.71 2,184 288.92
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 17,264 41,297 268.91 24,033 288.81 71.83
Brookstone Capital Management 4,793 7,206 275.05 2,413 294.24 198.63
Private Advisor Group, LLC 3,021 23,469 268.95 20,448 288.83 14.77
Conservest Capital Advisors, Inc. 470 8,815 268.86 8,345 288.80 5.63
Arkadios Wealth Advisors 166 2,073 0.48 1,907 0.52 8.70
Oxinas Partners Wealth Management LLC 127 2,311 268.71 2,184 288.92 5.82
Dentgroup LLC 120 5,553 268.86 5,433 288.79 2.21
Wbh Advisory Inc 74 1,041 273.78 967 279.21 7.65
Transform Wealth, LLC 60 4,564 268.84 4,504 288.63 1.33
Allworth Financial LP 52 1,073 269.34 1,021 288.93 5.09
Westside Investment Management, Inc. 50 201 151 33.11
Tsfg, Llc 10 180 266.67 170 288.24 5.88
AdvisorNet Financial, Inc 8 121 272.73 113 292.04 7.08
HYA Advisors, Inc 3 1,715 268.80 1,712 288.55 0.18
Koshinski Asset Management, Inc. 3 1,645 1,642 288.67 0.18
ACG Wealth 1 3,915 268.97 3,914 288.71 0.03
First Heartland Consultants, Inc. 1 1,825 268.49 1,824 288.38 0.05
Danda Trouve Investment Management, Inc. 1 152 269.74 151 291.39 0.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Stillwater Capital Advisors, LLC 1,879 22,138 268.90 24,017 288.80 -7.82
Murphy Capital Management Inc 409 30,276 268.93 30,685 288.77 -1.33
Capital Investment Advisors, LLC 316 19,706 268.90 20,022 288.78 -1.58
SOA Wealth Advisors, LLC. 229 4,237 268.82 4,466 288.63 -5.13
Pinnacle Private Wealth, LLC 210 7,948 268.87 8,158 288.80 -2.57
Kmg Fiduciary Partners, Llc 164 3,482 268.81 3,646 288.81 -4.50
First Citizens Financial Corp 135 18,520 268.90 18,655 288.77 -0.72
Carnegie Capital Asset Management, LLC 75 2,429 272.95 2,504 288.74 -3.00
Global Retirement Partners, LLC 70 3,045 268.97 3,115 273.84 -2.25
Sargent Bickham Lagudis LLC 67 1,746 269.19 1,813 289.02 -3.70
Butensky & Cohen Financial Security, Inc 56 1,537 268.71 1,593 288.76 -3.52
Raymond James Trust N.a. 34 1,519 268.60 1,553 289.12 -2.19
Bremer Bank National Association 7 752 268.62 759 288.54 -0.92
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 0
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
Gradient Investments LLC 37 270.27
Name Shares PPS
Burleson & Company, LLC 75 293.33
Tompkins Financial Corp 80 287.50
Stuart Chaussee & Associates, Inc. 44 295.45
Castle Rock Wealth Management, LLC 4,340 291.01
Foresight Capital Management Advisors, Inc. 228 289.47
Orion Portfolio Solutions, LLC 1,005 288.56
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 41,297 268.91 24,033 288.81
Murphy Capital Management Inc 30,276 268.93 30,685 288.77
Private Advisor Group, LLC 23,469 268.95 20,448 288.83
Stillwater Capital Advisors, LLC 22,138 268.90 24,017 288.80
Connecticut Wealth Management, LLC 20,900 268.90 20,900 288.80
Conservest Capital Advisors, Inc. 8,815 268.86 8,345 288.80
Pinnacle Private Wealth, LLC 7,948 268.87 8,158 288.80
Brookstone Capital Management 7,206 275.05 2,413 294.24
Dentgroup LLC 5,553 268.86 5,433 288.79
Transform Wealth, LLC 4,564 268.84 4,504 288.63
SOA Wealth Advisors, LLC. 4,237 268.82 4,466 288.63
ACG Wealth 3,915 268.97 3,914 288.71
Kmg Fiduciary Partners, Llc 3,482 268.81 3,646 288.81
Global Retirement Partners, LLC 3,045 268.97 3,115 273.84
HFG Advisors, Inc. 2,994 268.87 2,994 288.91
Acropolis Investment Management, LLC 2,897 268.90 2,897 288.92
Carnegie Capital Asset Management, LLC 2,429 272.95 2,504 288.74
Oxinas Partners Wealth Management LLC 2,311 268.71 2,184 288.92
Arkadios Wealth Advisors 2,073 0.48 1,907 0.52
Cfm Wealth Partners Llc 2,012 268.89 2,012 288.77
First Heartland Consultants, Inc. 1,825 268.49 1,824 288.38
Sargent Bickham Lagudis LLC 1,746 269.19 1,813 289.02
HYA Advisors, Inc 1,715 268.80 1,712 288.55
Koshinski Asset Management, Inc. 1,645 1,642 288.67
HB Wealth Management, LLC 1,598 269.09 1,598 288.49
Butensky & Cohen Financial Security, Inc 1,537 268.71 1,593 288.76
Raymond James Trust N.a. 1,519 268.60 1,553 289.12
Ferguson Wellman Capital Management, Inc 1,408 269.18 1,408 289.06
Procyon Private Wealth Partners, LLC 1,350 268.89 1,350 288.89
Allworth Financial LP 1,073 269.34 1,021 288.93
Wbh Advisory Inc 1,041 273.78 967 279.21
Optimum Investment Advisors 333 270.27 333 288.29
Sugarloaf Wealth Management, LLC 310 267.74 310 290.32
Tsfg, Llc 180 266.67 170 288.24
Newbridge Financial Services Group, Inc. 152 269.74 152 289.47
Danda Trouve Investment Management, Inc. 152 269.74 151 291.39
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 17,264 41,297 268.91 24,033 288.81 71.83
Brookstone Capital Management 4,793 7,206 275.05 2,413 294.24 198.63
Private Advisor Group, LLC 3,021 23,469 268.95 20,448 288.83 14.77
Conservest Capital Advisors, Inc. 470 8,815 268.86 8,345 288.80 5.63
Arkadios Wealth Advisors 166 2,073 0.48 1,907 0.52 8.70
Oxinas Partners Wealth Management LLC 127 2,311 268.71 2,184 288.92 5.82
Dentgroup LLC 120 5,553 268.86 5,433 288.79 2.21
Wbh Advisory Inc 74 1,041 273.78 967 279.21 7.65
Transform Wealth, LLC 60 4,564 268.84 4,504 288.63 1.33
Allworth Financial LP 52 1,073 269.34 1,021 288.93 5.09
Westside Investment Management, Inc. 50 201 151 33.11
Tsfg, Llc 10 180 266.67 170 288.24 5.88
HYA Advisors, Inc 3 1,715 268.80 1,712 288.55 0.18
Koshinski Asset Management, Inc. 3 1,645 1,642 288.67 0.18
First Heartland Consultants, Inc. 1 1,825 268.49 1,824 288.38 0.05
Danda Trouve Investment Management, Inc. 1 152 269.74 151 291.39 0.66
ACG Wealth 1 3,915 268.97 3,914 288.71 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Stillwater Capital Advisors, LLC 1,879 22,138 268.90 24,017 288.80 -7.82
Murphy Capital Management Inc 409 30,276 268.93 30,685 288.77 -1.33
SOA Wealth Advisors, LLC. 229 4,237 268.82 4,466 288.63 -5.13
Pinnacle Private Wealth, LLC 210 7,948 268.87 8,158 288.80 -2.57
Kmg Fiduciary Partners, Llc 164 3,482 268.81 3,646 288.81 -4.50
Carnegie Capital Asset Management, LLC 75 2,429 272.95 2,504 288.74 -3.00
Global Retirement Partners, LLC 70 3,045 268.97 3,115 273.84 -2.25
Sargent Bickham Lagudis LLC 67 1,746 269.19 1,813 289.02 -3.70
Butensky & Cohen Financial Security, Inc 56 1,537 268.71 1,593 288.76 -3.52
Raymond James Trust N.a. 34 1,519 268.60 1,553 289.12 -2.19
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