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	216	199.00	200.34	198.40
Previous Quarter	222	198.00	200.37	194.66

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	7	42	15	0	6	6
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	6	1	14	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	150	0.00	0.00	0	0.00	0.00
Previous Quarter	150	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	231,468	200.38
Bank Of America Corp /de/	198,195	200.38
UBS Group AG	161,544	200.38
Bank Of Montreal /can/	124,719	201.12
Raymond James Financial Services Advisors, Inc.	123,120	200.38
Goldman Sachs Group Inc	103,502	200.38
Advisor Group Holdings, Inc.	99,399	188.84
CFS Investment Advisory Services, LLC	89,971
Minichmacgregor Wealth Management, Llc	87,198	194.95
Wells Fargo & Company/mn	76,825	200.38
Royal Bank Of Canada	56,590	200.39
Money Concepts Capital Corp	50,960	200.37
LPL Financial LLC	48,662	200.38
Cambridge Investment Research Advisors, Inc.	48,137	194.94
D. Scott Neal, Inc.	43,221	194.95
CIBC World Markets Inc.	39,156	200.38
Raymond James & Associates	34,613	200.39
AE Wealth Management LLC	33,923	200.40
Ameriprise Financial Inc	31,581	200.44
United Capital Financial Advisers, Llc	31,223	200.37

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	231,468	200.38
Bank Of America Corp /de/	198,195	200.38
UBS Group AG	161,544	200.38
Bank Of Montreal /can/	124,719	201.12
Raymond James Financial Services Advisors, Inc.	123,120	200.38
Goldman Sachs Group Inc	103,502	200.38
Advisor Group Holdings, Inc.	99,399	188.84
CFS Investment Advisory Services, LLC	89,971
Wells Fargo & Company/mn	76,825	200.38
Royal Bank Of Canada	56,590	200.39
Money Concepts Capital Corp	50,960	200.37
Moors & Cabot, Inc.	50,000	0.08
LPL Financial LLC	48,662	200.38
CIBC World Markets Inc.	39,156	200.38
Cambridge Investment Research Advisors, Inc.	35,968	200.37
Raymond James & Associates	34,613	200.39
AE Wealth Management LLC	33,923	200.40
Ameriprise Financial Inc	31,581	200.44
United Capital Financial Advisers, Llc	31,223	200.37
Oppenheimer & Co Inc	30,662	200.38

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
Minichmacgregor Wealth Management, Llc	87,198	194.95
D. Scott Neal, Inc.	43,221	194.95
Chemung Canal Trust Co	16,933	195.00
One + One Wealth Management, Llc	11,261	194.92
Calton & Associates, Inc.	3,585	194.98
Raymond James Trust N.a.	1,066	195.12
ACG Wealth	719	194.71

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	50,000	0.08
Green Harvest Asset Management LLC	11,308	179.61
Emery Howard Portfolio Management, Inc.	5,700	200.18
Koshinski Asset Management, Inc.	617	200.97
Carroll Financial Associates, Inc.	561	196.08
Worth Asset Management, LLC	287	205.57
Heritage Wealth Management, Llc	107	177.57
IFP Advisors, Inc	44	204.55
AdvisorNet Financial, Inc	5	200.00
Clear Creek Financial Management, LLC
TFAFX - Tactical Growth Allocation Fund Class I
Navellier & Associates Inc
TFAMX - Tactical Moderate Allocation Fund Class A
Qube Research & Technologies Ltd
CX Institutional
Kore Private Wealth LLC
Simon Quick Advisors, Llc
Synergy Financial Management, LLC
RiverFront Investment Group, LLC
Wolverine Trading, Llc
U.S. Capital Wealth Advisors, LLC
Optimum Investment Advisors
HBW Advisory Services LLC
Johnson Investment Counsel Inc
Ironwood Financial, llc
Simplex Trading, Llc
Personal Wealth Partners
Snowden Capital Advisors LLC
Cetera Advisors LLC
Cullen/frost Bankers, Inc.
GWM Advisors LLC
West Branch Capital LLC
Paragon Capital Management Ltd
Liberty Wealth Management Llc
Flagship Private Wealth, LLC
Actinver Wealth Management, Inc.
StoneX Group Inc.
Gsa Capital Partners Llp
Huntington National Bank
Centaurus Financial, Inc.
Paradigm Financial Advisors, LLC
Strategic Blueprint, LLC

Recent Quarter 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	48,137	194.94	35,968	200.37
Brookstone Capital Management	25,252	195.87	28,442	207.93
Conservest Capital Advisors, Inc.	17,227	194.93	17,242	200.38
First Heartland Consultants, Inc.	13,214	194.94	13,895	200.36
First Citizens Financial Corp	13,064	194.96	13,342	200.34
Private Advisor Group, LLC	6,790	194.99	5,015	200.40
Stillwater Capital Advisors, LLC	4,495	194.88	4,109	200.29
Ferguson Wellman Capital Management, Inc	2,015	195.04	2,070	200.48
Affiance Financial, LLC	1,225	195.10	1,225	200.00
Wealth Management Partners, LLC	1,000	201.00	1,000	207.00
Global Retirement Partners, LLC	861	195.12	693	200.58
Stephenson National Bank & Trust	510	194.12	510	200.00
Newbridge Financial Services Group, Inc.	274	193.43	274	200.73
Piscataqua Savings Bank	199	195.98	299	200.67
SOA Wealth Advisors, LLC.	178	191.01	177	197.74

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	12,169	48,137	194.94	35,968	200.37	33.83
Private Advisor Group, LLC	1,775	6,790	194.99	5,015	200.40	35.39
Stillwater Capital Advisors, LLC	386	4,495	194.88	4,109	200.29	9.39
Arkadios Wealth Advisors	236	1,480		1,244		18.97
Global Retirement Partners, LLC	168	861	195.12	693	200.58	24.24
SOA Wealth Advisors, LLC.	1	178	191.01	177	197.74	0.56

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	3,190	25,252	195.87	28,442	207.93	-11.22
First Heartland Consultants, Inc.	681	13,214	194.94	13,895	200.36	-4.90
First Citizens Financial Corp	278	13,064	194.96	13,342	200.34	-2.08
Piscataqua Savings Bank	100	199	195.98	299	200.67	-33.44
Ferguson Wellman Capital Management, Inc	55	2,015	195.04	2,070	200.48	-2.66
Conservest Capital Advisors, Inc.	15	17,227	194.93	17,242	200.38	-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 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 6 New Institutes added position

Name	Shares	PPS
Minichmacgregor Wealth Management, Llc	87,198	194.95
D. Scott Neal, Inc.	43,221	194.95
One + One Wealth Management, Llc	11,261	194.92
Calton & Associates, Inc.	3,585	194.98
Raymond James Trust N.a.	1,066	195.12
ACG Wealth	719	194.71

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	617	200.97

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	48,137	194.94	35,968	200.37
Brookstone Capital Management	25,252	195.87	28,442	207.93
Conservest Capital Advisors, Inc.	17,227	194.93	17,242	200.38
First Heartland Consultants, Inc.	13,214	194.94	13,895	200.36
Private Advisor Group, LLC	6,790	194.99	5,015	200.40
Stillwater Capital Advisors, LLC	4,495	194.88	4,109	200.29
Ferguson Wellman Capital Management, Inc	2,015	195.04	2,070	200.48
Affiance Financial, LLC	1,225	195.10	1,225	200.00
Wealth Management Partners, LLC	1,000	201.00	1,000	207.00
Global Retirement Partners, LLC	861	195.12	693	200.58
Stephenson National Bank & Trust	510	194.12	510	200.00
Newbridge Financial Services Group, Inc.	274	193.43	274	200.73
Piscataqua Savings Bank	199	195.98	299	200.67
SOA Wealth Advisors, LLC.	178	191.01	177	197.74

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	12,169	48,137	194.94	35,968	200.37	33.83
Private Advisor Group, LLC	1,775	6,790	194.99	5,015	200.40	35.39
Stillwater Capital Advisors, LLC	386	4,495	194.88	4,109	200.29	9.39
Arkadios Wealth Advisors	236	1,480		1,244		18.97
Global Retirement Partners, LLC	168	861	195.12	693	200.58	24.24
SOA Wealth Advisors, LLC.	1	178	191.01	177	197.74	0.56

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	3,190	25,252	195.87	28,442	207.93	-11.22
First Heartland Consultants, Inc.	681	13,214	194.94	13,895	200.36	-4.90
Piscataqua Savings Bank	100	199	195.98	299	200.67	-33.44
Ferguson Wellman Capital Management, Inc	55	2,015	195.04	2,070	200.48	-2.66
Conservest Capital Advisors, Inc.	15	17,227	194.93	17,242	200.38	-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