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 221 109.00 111.35 110.06
Previous Quarter 226 111.00 111.36 111.24

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 1 40 20 0 4 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 1 4 13 0 2 6
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 2 0.00 0.00 0 0.00 0.00
Previous Quarter 2 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 476,334 111.36
LPL Financial LLC 311,004 111.36
Bank Of America Corp /de/ 187,724 111.36
Pnc Financial Services Group, Inc. 185,438 111.36
Savant Capital, LLC 176,410 111.36
UBS Group AG 149,258 111.36
Commonwealth Equity Services, Llc 108,516 111.36
Advisor Group Holdings, Inc. 97,746 111.36
Royal Bank Of Canada 87,037 111.37
Wells Fargo & Company/mn 81,736 111.36
Sterling Investment Advisors, Ltd. 61,740 128.13
Captrust Financial Advisors 52,874 111.36
Cetera Advisors LLC 51,596 111.37
Wedbush Securities Inc 49,713 111.36
Stifel Financial Corp 42,172 111.35
Lowe Wealth Advisors, LLC 41,182 92.35
Raymond James & Associates 40,286 111.35
Creative Planning 37,470 111.34
Bank Of Montreal /can/ 33,828 113.96
Cambridge Investment Research Advisors, Inc. 32,225 92.35

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 476,334 111.36
LPL Financial LLC 311,004 111.36
Bank Of America Corp /de/ 187,724 111.36
Pnc Financial Services Group, Inc. 185,438 111.36
Savant Capital, LLC 176,410 111.36
UBS Group AG 149,258 111.36
Commonwealth Equity Services, Llc 108,516 111.36
Advisor Group Holdings, Inc. 97,746 111.36
Royal Bank Of Canada 87,037 111.37
Wells Fargo & Company/mn 81,736 111.36
Sterling Investment Advisors, Ltd. 61,740 128.13
Captrust Financial Advisors 52,874 111.36
Cetera Advisors LLC 51,596 111.37
Wedbush Securities Inc 49,713 111.36
Stifel Financial Corp 42,172 111.35
Lowe Wealth Advisors, LLC 41,894 111.35
Raymond James & Associates 40,286 111.35
Creative Planning 37,470 111.34
Cambridge Investment Research Advisors, Inc. 34,235 111.35
Bank Of Montreal /can/ 33,828 113.96

 

Recent Quarter Analysis

Name Shares PPS
Westside Investment Management, Inc. 885
Name Shares PPS
Carnegie Capital Asset Management, LLC 6,691 111.34
Mid Atlantic Financial Management Inc/adv 4,243 107.94
Calton & Associates, Inc. 3,301 111.18
IFP Advisors, Inc 2,762 118.03
Lake Street Financial Llc 2,002 111.39
Upper Left Wealth Management, LLC 1,921 111.92
Koshinski Asset Management, Inc. 1,910 111.52
Carroll Financial Associates, Inc. 108 111.11
Investors Financial Group, LLC
GWM Advisors LLC
EPG Wealth Management LLC
Harbor Investment Advisory, Llc
Proequities, Inc.
Qube Research & Technologies Ltd
CoreCap Advisors, LLC
Jane Street Group, Llc
Renaissance Technologies Llc
Equitable Holdings, Inc.
Huntington National Bank
First Horizon Advisors, Inc.
Amarillo National Bank
Wolverine Trading, Llc
Mayflower Financial Advisors, LLC
North Star Asset Management Inc
Liberty Wealth Management Llc
AE Wealth Management LLC
Brown Brothers Harriman & Co
Destination Wealth Management
Snowden Capital Advisors LLC
Hm Payson & Co
Scotia Capital Inc.
Eidelman Virant Capital
CIBC Private Wealth Group, LLC
Csenge Advisory Group
Signet Financial Management, Llc
Bokf, Na
Allegheny Financial Group LTD
Bank Julius Baer & Co. Ltd, Zurich
Paragon Wealth Strategies, LLC
Advisory Services Network, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Lowe Wealth Advisors, LLC 41,182 92.35 41,894 111.35
Cambridge Investment Research Advisors, Inc. 32,225 92.35 34,235 111.35
Private Advisor Group, LLC 26,825 92.38 27,229 111.35
First Heartland Consultants, Inc. 23,419 92.32 23,550 111.34
Bard Financial Services, Inc. 22,500 92.36 22,500 111.38
Pinnacle Private Wealth, LLC 21,766 92.35 16,392 111.33
Washburn Capital Management, Inc. 8,531 92.37 8,993 111.31
Centric Wealth Management 7,267 92.34 7,251 111.43
Raymond James Trust N.a. 6,449 92.26 7,049 111.36
Capital Investment Advisors, LLC 3,649 92.35 3,648 111.29
Burke & Herbert Bank & Trust Co 3,586 92.30 3,586 111.27
Global Retirement Partners, LLC 3,460 92.49 3,460 96.24
Ccg Wealth Management, Llc 3,314 92.34 3,314 111.35
Evanson Asset Management, LLC 3,276 92.49 3,266 111.45
First Citizens Financial Corp 2,869 92.37 2,869 111.19
AdvisorNet Financial, Inc 1,630 92.64 2,980 111.41
Avondale Wealth Management 1,297 92.52 8,674 111.37
Sargent Bickham Lagudis LLC 374 93.58 374 112.30
Baldrige Asset Management LLC 100 90.00 100 110.00
SOA Wealth Advisors, LLC. 38 78.95 38 105.26
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Pinnacle Private Wealth, LLC 5,374 21,766 92.35 16,392 111.33 32.78
Centric Wealth Management 16 7,267 92.34 7,251 111.43 0.22
Evanson Asset Management, LLC 10 3,276 92.49 3,266 111.45 0.31
Capital Investment Advisors, LLC 1 3,649 92.35 3,648 111.29 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Avondale Wealth Management 7,377 1,297 92.52 8,674 111.37 -85.05
Cambridge Investment Research Advisors, Inc. 2,010 32,225 92.35 34,235 111.35 -5.87
AdvisorNet Financial, Inc 1,350 1,630 92.64 2,980 111.41 -45.30
Lowe Wealth Advisors, LLC 712 41,182 92.35 41,894 111.35 -1.70
Raymond James Trust N.a. 600 6,449 92.26 7,049 111.36 -8.51
Washburn Capital Management, Inc. 462 8,531 92.37 8,993 111.31 -5.14
Private Advisor Group, LLC 404 26,825 92.38 27,229 111.35 -1.48
First Heartland Consultants, Inc. 131 23,419 92.32 23,550 111.34 -0.56
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
Westside Investment Management, Inc. 885
Name Shares PPS
Lake Street Financial Llc 2,002 111.39
Koshinski Asset Management, Inc. 1,910 111.52
Carnegie Capital Asset Management, LLC 6,691 111.34
Calton & Associates, Inc. 3,301 111.18
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 32,225 92.35 34,235 111.35
Private Advisor Group, LLC 26,825 92.38 27,229 111.35
First Heartland Consultants, Inc. 23,419 92.32 23,550 111.34
Pinnacle Private Wealth, LLC 21,766 92.35 16,392 111.33
Washburn Capital Management, Inc. 8,531 92.37 8,993 111.31
Raymond James Trust N.a. 6,449 92.26 7,049 111.36
Global Retirement Partners, LLC 3,460 92.49 3,460 96.24
Ccg Wealth Management, Llc 3,314 92.34 3,314 111.35
Evanson Asset Management, LLC 3,276 92.49 3,266 111.45
Avondale Wealth Management 1,297 92.52 8,674 111.37
Sargent Bickham Lagudis LLC 374 93.58 374 112.30
Baldrige Asset Management LLC 100 90.00 100 110.00
SOA Wealth Advisors, LLC. 38 78.95 38 105.26
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Pinnacle Private Wealth, LLC 5,374 21,766 92.35 16,392 111.33 32.78
Evanson Asset Management, LLC 10 3,276 92.49 3,266 111.45 0.31
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Avondale Wealth Management 7,377 1,297 92.52 8,674 111.37 -85.05
Cambridge Investment Research Advisors, Inc. 2,010 32,225 92.35 34,235 111.35 -5.87
Raymond James Trust N.a. 600 6,449 92.26 7,049 111.36 -8.51
Washburn Capital Management, Inc. 462 8,531 92.37 8,993 111.31 -5.14
Private Advisor Group, LLC 404 26,825 92.38 27,229 111.35 -1.48
First Heartland Consultants, Inc. 131 23,419 92.32 23,550 111.34 -0.56
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