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 297 102.00 105.42 102.16
Previous Quarter 318 103.00 105.43 101.66

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 83 24 1 6 9
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 6 18 1 4 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 156,910 0.00 0.00 0 0.00 0.00
Previous Quarter 156,910 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/ 1,186,998 105.43
Morgan Stanley 851,624 105.43
Wells Fargo & Company/mn 469,201 105.43
LPL Financial LLC 342,112 105.43
Royal Bank Of Canada 279,192 105.43
UBS Group AG 248,933 105.43
Ameriprise Financial Inc 127,899 105.51
Raymond James Financial Services Advisors, Inc. 119,452 105.44
Goldman Sachs Group Inc 106,461 105.43
Envestnet Asset Management Inc 96,992 105.43
CFS Investment Advisory Services, LLC 91,197 0.01
Advisor Group Holdings, Inc. 86,249 103.49
Minichmacgregor Wealth Management, Llc 84,872 88.12
NEIRG Wealth Management, LLC 83,210 105.43
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio 78,455 105.44
BlackRock Inc. 78,455 105.44
Raymond James & Associates 75,943 105.43
Kesler, Norman & Wride, LLC 67,194 105.43
Baird Financial Group, Inc. 66,040 105.44
Mmbg Investment Advisors Co. 64,250 103.04

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
Bank Of America Corp /de/ 1,186,998 105.43
Morgan Stanley 851,624 105.43
Wells Fargo & Company/mn 469,201 105.43
LPL Financial LLC 342,112 105.43
Royal Bank Of Canada 279,192 105.43
UBS Group AG 248,933 105.43
New England Investment & Retirement Group, Inc. 178,752 107.16
Ameriprise Financial Inc 127,899 105.51
Raymond James Financial Services Advisors, Inc. 119,452 105.44
Goldman Sachs Group Inc 106,461 105.43
Envestnet Asset Management Inc 96,992 105.43
CFS Investment Advisory Services, LLC 91,197 0.01
Moors & Cabot, Inc. 90,000 1.03
Advisor Group Holdings, Inc. 86,249 103.49
NEIRG Wealth Management, LLC 83,210 105.43
Minichmacgregor Wealth Management, Llc 82,130 105.42
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio 78,455 105.44
BlackRock Inc. 78,455 105.44
Raymond James & Associates 75,943 105.43
Kesler, Norman & Wride, LLC 67,194 105.43

 

Recent Quarter Analysis

Name Shares PPS
Wbh Advisory Inc 2,584 89.01
Avondale Wealth Management 1,000 88.00
True North Advisors, LLC 0
Name Shares PPS
Bank Of America Corp /de/ 1,186,998 105.43
New England Investment & Retirement Group, Inc. 178,752 107.16
Moors & Cabot, Inc. 90,000 1.03
Green Harvest Asset Management LLC 45,285 107.17
Susquehanna International Group, Llp 32,278 105.43
Ameritas Investment Corp 17,799 0.11
Hochman Cole Investment Advisors, Inc. 2,774 107.07
Beirne Wealth Consulting Services, LLC 2,564 104.91
HB Wealth Management, LLC 2,202 105.36
Parallel Advisors, LLC 2,030 106.90
Cfm Wealth Partners Llc 1,963 105.45
Ritholtz Wealth Management 1,906 105.46
Koshinski Asset Management, Inc. 719 105.70
Carroll Financial Associates, Inc. 427 112.41
IFP Advisors, Inc 224 111.61
Independence Bank of Kentucky 67 104.48
Pinnacle Bancorp, Inc. 36 111.11
Stuart Chaussee & Associates, Inc.
Telemus Capital, Llc
Oxinas Partners Wealth Management LLC
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
Independent Advisor Alliance
Red Door Wealth Management, LLC
Bank of New York Mellon Corp
Manufacturers Life Insurance Company, The
Hexagon Capital Partners LLC
Flagship Private Wealth, LLC
Park National Corp /oh/
Atria Investments Llc
Plante Moran Financial Advisors, LLC
EPG Wealth Management LLC
True North Advisors, LLC
Ironwood Financial, llc
Fifth Third Bancorp
Eaton Vance Management
Clear Creek Financial Management, LLC
SRS Capital Advisors, Inc.
Wolverine Trading, Llc
Fullerton Fund Management Co Ltd
Simon Quick Advisors, Llc
Barclays Plc
Calton & Associates, Inc.
Phoenix Wealth Advisors
Fifth Third Securities, Inc.
Well Done, LLC
Cadent Capital Advisors, LLC
Mystic Asset Management, Inc.
North Star Investment Management Corp.
Pettyjohn, Wood & White, Inc
Mcdonald Partners Llc
ACG Wealth
Csenge Advisory Group
Barrett Asset Management, LLC
Demars Financial Group, LLC
Proficio Capital Partners LLC
Fulcrum Equity Management
Jane Street Group, Llc
Royal Fund Management, LLC
BigSur Wealth Management LLC
Virtue Capital Management, LLC
Bank Julius Baer & Co. Ltd, Zurich
Parkside Financial Bank & Trust
Navellier & Associates Inc
Centaurus Financial, Inc.
Absolute Capital Management, LLC
Allegheny Financial Group LTD
Paragon Capital Management Ltd
DBK Financial Counsel, LLC
Confluence Wealth Services, Inc.
Patriot Financial Group Insurance Agency, LLC
Bessemer Group Inc
Kore Private Wealth LLC
Gerber Kawasaki Wealth & Investment Management
WESPAC Advisors, LLC
Lehman & Derafelo Financial Resources LLC
Wolverine Trading, Llc
Huntington National Bank
TCI Wealth Advisors, Inc.
Advisory Services Network, LLC
Ford Financial Group, LLC
Kovitz Investment Group Partners, LLC
Lakeview Capital Partners, LLC
Galvin, Gaustad & Stein, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Minichmacgregor Wealth Management, Llc 84,872 88.12 82,130 105.42
Ferguson Wellman Capital Management, Inc 59,586 88.12 60,409 105.43
Modus Advisors, LLC 44,097 88.12 43,822 105.43
First Citizens Financial Corp 38,342 88.13 38,005 105.43
Stillwater Capital Advisors, LLC 34,099 88.13 37,229 105.43
Cambridge Investment Research Advisors, Inc. 32,191 88.13 31,741 105.42
Magnolia Capital Management Ltd 22,010 88.14 22,010 105.45
Private Advisor Group, LLC 15,278 88.10 15,546 105.43
Pinnacle Private Wealth, LLC 7,150 88.11 7,920 105.43
Wealth Management Partners, LLC 7,000 86.57 8,000 104.38
Parsec Financial Management, Inc. 4,726 88.24 4,726 105.37
Raymond James Trust N.a. 4,128 88.18 4,078 105.44
Castle Rock Wealth Management, LLC 3,910 90.03 3,910 103.58
Summit Financial Group, Inc. 3,200 88.12 3,200 105.31
HFG Advisors, Inc. 2,362 88.06 4,143 105.48
Covington Capital Management 1,100 88.18 1,100 105.45
Atticus Wealth Management, Llc 607 88.96 607 105.44
Sargent Bickham Lagudis LLC 476 88.24 476 105.04
Optimum Investment Advisors 400 87.50 400 105.00
AdvisorNet Financial, Inc 388 87.63 926 105.83
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 9,433 0.11 9,953 0.10
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Minichmacgregor Wealth Management, Llc 2,742 84,872 88.12 82,130 105.42 3.34
Cambridge Investment Research Advisors, Inc. 450 32,191 88.13 31,741 105.42 1.42
First Citizens Financial Corp 337 38,342 88.13 38,005 105.43 0.89
Modus Advisors, LLC 275 44,097 88.12 43,822 105.43 0.63
Raymond James Trust N.a. 50 4,128 88.18 4,078 105.44 1.23
SOA Wealth Advisors, LLC. 1 91 87.91 90 100.00 1.11
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Stillwater Capital Advisors, LLC 3,130 34,099 88.13 37,229 105.43 -8.41
HFG Advisors, Inc. 1,781 2,362 88.06 4,143 105.48 -42.99
Wealth Management Partners, LLC 1,000 7,000 86.57 8,000 104.38 -12.50
Ferguson Wellman Capital Management, Inc 823 59,586 88.12 60,409 105.43 -1.36
Pinnacle Private Wealth, LLC 770 7,150 88.11 7,920 105.43 -9.72
AdvisorNet Financial, Inc 538 388 87.63 926 105.83 -58.10
Arkadios Wealth Advisors 520 9,433 0.11 9,953 0.10 -5.22
Private Advisor Group, LLC 268 15,278 88.10 15,546 105.43 -1.72
Burleson & Company, LLC 250 385 88.31 635 105.51 -39.37
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
Wbh Advisory Inc 2,584 89.01
Avondale Wealth Management 1,000 88.00
Name Shares PPS
HB Wealth Management, LLC 2,202 105.36
Pinnacle Bancorp, Inc. 36 111.11
Beirne Wealth Consulting Services, LLC 2,564 104.91
Koshinski Asset Management, Inc. 719 105.70
Cfm Wealth Partners Llc 1,963 105.45
Ritholtz Wealth Management 1,906 105.46
Name Current Shares Current PPS Previous Shares Previous PPS
Minichmacgregor Wealth Management, Llc 84,872 88.12 82,130 105.42
Ferguson Wellman Capital Management, Inc 59,586 88.12 60,409 105.43
Stillwater Capital Advisors, LLC 34,099 88.13 37,229 105.43
Cambridge Investment Research Advisors, Inc. 32,191 88.13 31,741 105.42
Magnolia Capital Management Ltd 22,010 88.14 22,010 105.45
Private Advisor Group, LLC 15,278 88.10 15,546 105.43
Pinnacle Private Wealth, LLC 7,150 88.11 7,920 105.43
Wealth Management Partners, LLC 7,000 86.57 8,000 104.38
Raymond James Trust N.a. 4,128 88.18 4,078 105.44
Castle Rock Wealth Management, LLC 3,910 90.03 3,910 103.58
HFG Advisors, Inc. 2,362 88.06 4,143 105.48
Atticus Wealth Management, Llc 607 88.96 607 105.44
Sargent Bickham Lagudis LLC 476 88.24 476 105.04
Optimum Investment Advisors 400 87.50 400 105.00
Burleson & Company, LLC 385 88.31 635 105.51
Tsfg, Llc 338 88.76 338 106.51
Allworth Financial LP 124 88.71 124 104.84
SOA Wealth Advisors, LLC. 91 87.91 90 100.00
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 9,433 0.11 9,953 0.10
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Minichmacgregor Wealth Management, Llc 2,742 84,872 88.12 82,130 105.42 3.34
Cambridge Investment Research Advisors, Inc. 450 32,191 88.13 31,741 105.42 1.42
Raymond James Trust N.a. 50 4,128 88.18 4,078 105.44 1.23
SOA Wealth Advisors, LLC. 1 91 87.91 90 100.00 1.11
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Stillwater Capital Advisors, LLC 3,130 34,099 88.13 37,229 105.43 -8.41
HFG Advisors, Inc. 1,781 2,362 88.06 4,143 105.48 -42.99
Wealth Management Partners, LLC 1,000 7,000 86.57 8,000 104.38 -12.50
Ferguson Wellman Capital Management, Inc 823 59,586 88.12 60,409 105.43 -1.36
Pinnacle Private Wealth, LLC 770 7,150 88.11 7,920 105.43 -9.72
Arkadios Wealth Advisors 520 9,433 0.11 9,953 0.10 -5.22
Private Advisor Group, LLC 268 15,278 88.10 15,546 105.43 -1.72
Burleson & Company, LLC 250 385 88.31 635 105.51 -39.37
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