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 240 142.00 149.54 145.59
Previous Quarter 262 145.00 149.55 145.57

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 68 22 2 7 8
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 0 2 19 2 6 7
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 14,362 0.00 0.00 0 0.00 0.00
Previous Quarter 14,362 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 5,349,502 150.50
Morgan Stanley 427,832 149.56
Bank Of America Corp /de/ 288,685 149.56
Prudential Financial Inc 284,949 149.56
Wells Fargo & Company/mn 228,142 149.56
UBS Group AG 179,072 149.56
Commerce Bank 158,960 149.56
Goldman Sachs Group Inc 148,098 149.56
Advisor Group Holdings, Inc. 120,545 142.57
Verity Asset Management, Inc. 108,149 0.01
Royal Bank Of Canada 95,331 149.56
LPL Financial LLC 92,084 149.56
Minichmacgregor Wealth Management, Llc 91,718 117.72
Allianz Asset Management GmbH 81,660 149.56
Northwestern Mutual Wealth Management Co 80,661 149.55
CFS Investment Advisory Services, LLC 74,780 0.01
Cetera Advisor Networks LLC 73,159 149.56
Allstate Corp 60,000 149.57
Commonwealth Equity Services, Llc 51,186 149.55
Brookstone Capital Management 50,405 116.00

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 5,349,502 150.50
Morgan Stanley 427,832 149.56
Bank Of America Corp /de/ 288,685 149.56
Prudential Financial Inc 284,949 149.56
Wells Fargo & Company/mn 228,142 149.56
UBS Group AG 179,072 149.56
Commerce Bank 158,960 149.56
Goldman Sachs Group Inc 148,098 149.56
Advisor Group Holdings, Inc. 120,545 142.57
Verity Asset Management, Inc. 108,149 0.01
Minichmacgregor Wealth Management, Llc 99,895 149.56
Royal Bank Of Canada 95,331 149.56
LPL Financial LLC 92,084 149.56
Allianz Asset Management GmbH 81,660 149.56
Northwestern Mutual Wealth Management Co 80,661 149.55
CFS Investment Advisory Services, LLC 74,780 0.01
Cetera Advisor Networks LLC 73,159 149.56
Allstate Corp 60,000 149.57
Brookstone Capital Management 59,635 148.30
Commonwealth Equity Services, Llc 51,186 149.55

 

Recent Quarter Analysis

Name Shares PPS
Envestnet Asset Management Inc 39,956 149.56
AdvisorNet Financial, Inc 378 116.40
Name Shares PPS
Moors & Cabot, Inc. 50,000 1.06
Envestnet Asset Management Inc 39,956 149.56
Citadel Advisors Llc 25,093 149.56
Green Harvest Asset Management LLC 18,654 124.58
Cedar Capital, Llc 4,047 124.54
Wolverine Trading, Llc 2,000 150.50
Koshinski Asset Management, Inc. 1,678 149.58
Pinnacle Private Wealth, LLC 1,530 149.67
IFP Advisors, Inc 694 141.21
QALTX - Quantified Alternative Investment Fund Investor Class Shares 458 124.45
Parallel Advisors, LLC 294 149.66
Bbva Usa 60 116.67
Fifth Third Bancorp
Calton & Associates, Inc.
Redhawk Wealth Advisors, Inc.
AlphaStar Capital Management, LLC
Financial Services Advisory Inc
Financial Insights, Inc.
Wealthstar Advisors, Llc
Banco Santander, S.A.
Strategic Blueprint, LLC
Barclays Plc
WESPAC Advisors, LLC
Advisory Services Network, LLC
State Of Michigan Retirement System
Retirement Planning Co of New England, Inc.
Paragon Capital Management Ltd
Sigma Planning Corp
Proequities, Inc.
Moloney Securities Asset Management, LLC
Ironwood Financial, llc
Vahanian & Associates Financial Planning Inc.
StoneX Group Inc.
Benjamin F. Edwards & Company, Inc.
Eaton Vance Management
Barber Financial Group, Inc.
Csenge Advisory Group
Advisors Preferred, LLC
Piershale Financial Group, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Quantitative Advantage, LLC
Kore Private Wealth LLC
Harbour Investments, Inc.
Centaurus Financial, Inc.
Truvestments Capital Llc
Gsa Capital Partners Llp
Ascension Capital Advisors, Inc.
First Community Trust Na
Autumn Glory Partners, LLC
USA Financial Portformulas Corp
Capital Asset Advisory Services LLC
People's United Financial, Inc.
NexWave Capital Partners LLC
Royal Fund Management, LLC
Founders Financial Securities Llc
Credit Suisse Ag/
Independent Advisor Alliance
Huntington National Bank
NorthRock Partners, LLC
Navellier & Associates Inc
Fulcrum Equity Management
TCI Wealth Advisors, Inc.
Chevy Chase Trust Holdings, Inc.
Mutual Advisors, LLC
SYM FINANCIAL Corp
Swaine & Leidel Wealth Services, Llc
Assetmark, Inc
Liberty Wealth Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Minichmacgregor Wealth Management, Llc 91,718 117.72 99,895 149.56
Brookstone Capital Management 50,405 116.00 59,635 148.30
EWG Elevate Inc. 16,949 117.71 3,934 149.47
First Citizens Financial Corp 13,743 117.73 13,567 149.55
Cambridge Investment Research Advisors, Inc. 11,591 117.76 13,930 149.53
Consilium Wealth Advisory, LLC 7,432 117.73 7,263 149.52
Private Advisor Group, LLC 7,088 117.80 27,664 149.58
HFG Advisors, Inc. 3,945 117.62 3,610 149.58
ACG Wealth 3,795 117.79 3,795 149.67
Wealth Management Partners, LLC 3,000 115.00 3,000 173.33
Bard Financial Services, Inc. 3,000 117.67 3,000 149.67
Magnolia Capital Management Ltd 2,875 117.57 1,970 149.75
Murphy Capital Management Inc 2,555 117.42 2,555 149.51
Allworth Financial LP 1,416 117.94 1,745 149.57
Independence Bank of Kentucky 1,115 117.49 1,140 149.12
Affiance Financial, LLC 1,072 117.54 1,072 149.25
Piscataqua Savings Bank 1,020 117.65 1,020 150.00
Optimum Investment Advisors 320 118.75 320 150.00
Burleson & Company, LLC 250 116.00 375 149.33
Rosenberg Matthew Hamilton 230 117.39 230 147.83
Name Current Shares Current PPS Previous Shares Previous PPS
First Heartland Consultants, Inc. 5,361 117.70 0
Gradient Investments LLC 167 119.76 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
EWG Elevate Inc. 13,015 16,949 117.71 3,934 149.47 330.83
First Heartland Consultants, Inc. 5,361 5,361 117.70 0 0.00
Magnolia Capital Management Ltd 905 2,875 117.57 1,970 149.75 45.94
HFG Advisors, Inc. 335 3,945 117.62 3,610 149.58 9.28
First Citizens Financial Corp 176 13,743 117.73 13,567 149.55 1.30
Consilium Wealth Advisory, LLC 169 7,432 117.73 7,263 149.52 2.33
Gradient Investments LLC 167 167 119.76 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 20,576 7,088 117.80 27,664 149.58 -74.38
Brookstone Capital Management 9,230 50,405 116.00 59,635 148.30 -15.48
Minichmacgregor Wealth Management, Llc 8,177 91,718 117.72 99,895 149.56 -8.19
Cambridge Investment Research Advisors, Inc. 2,339 11,591 117.76 13,930 149.53 -16.79
Arkadios Wealth Advisors 1,264 2,047 3,311 -38.18
Allworth Financial LP 329 1,416 117.94 1,745 149.57 -18.85
Burleson & Company, LLC 125 250 116.00 375 149.33 -33.33
Independence Bank of Kentucky 25 1,115 117.49 1,140 149.12 -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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Koshinski Asset Management, Inc. 1,678 149.58
Pinnacle Private Wealth, LLC 1,530 149.67
Name Current Shares Current PPS Previous Shares Previous PPS
Minichmacgregor Wealth Management, Llc 91,718 117.72 99,895 149.56
Brookstone Capital Management 50,405 116.00 59,635 148.30
EWG Elevate Inc. 16,949 117.71 3,934 149.47
Cambridge Investment Research Advisors, Inc. 11,591 117.76 13,930 149.53
Consilium Wealth Advisory, LLC 7,432 117.73 7,263 149.52
Private Advisor Group, LLC 7,088 117.80 27,664 149.58
HFG Advisors, Inc. 3,945 117.62 3,610 149.58
ACG Wealth 3,795 117.79 3,795 149.67
Wealth Management Partners, LLC 3,000 115.00 3,000 173.33
Magnolia Capital Management Ltd 2,875 117.57 1,970 149.75
Murphy Capital Management Inc 2,555 117.42 2,555 149.51
Allworth Financial LP 1,416 117.94 1,745 149.57
Affiance Financial, LLC 1,072 117.54 1,072 149.25
Piscataqua Savings Bank 1,020 117.65 1,020 150.00
Optimum Investment Advisors 320 118.75 320 150.00
Burleson & Company, LLC 250 116.00 375 149.33
Rosenberg Matthew Hamilton 230 117.39 230 147.83
Tsfg, Llc 126 119.05 126 150.79
Global Retirement Partners, LLC 50 120.00 50 140.00
Name Current Shares Current PPS Previous Shares Previous PPS
First Heartland Consultants, Inc. 5,361 117.70 0
Gradient Investments LLC 167 119.76 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
EWG Elevate Inc. 13,015 16,949 117.71 3,934 149.47 330.83
First Heartland Consultants, Inc. 5,361 5,361 117.70 0 0.00
Magnolia Capital Management Ltd 905 2,875 117.57 1,970 149.75 45.94
HFG Advisors, Inc. 335 3,945 117.62 3,610 149.58 9.28
Consilium Wealth Advisory, LLC 169 7,432 117.73 7,263 149.52 2.33
Gradient Investments LLC 167 167 119.76 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 20,576 7,088 117.80 27,664 149.58 -74.38
Brookstone Capital Management 9,230 50,405 116.00 59,635 148.30 -15.48
Minichmacgregor Wealth Management, Llc 8,177 91,718 117.72 99,895 149.56 -8.19
Cambridge Investment Research Advisors, Inc. 2,339 11,591 117.76 13,930 149.53 -16.79
Arkadios Wealth Advisors 1,264 2,047 3,311 -38.18
Allworth Financial LP 329 1,416 117.94 1,745 149.57 -18.85
Burleson & Company, LLC 125 250 116.00 375 149.33 -33.33
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