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	184	30.00	29.89	29.54
Previous Quarter	195	30.00	29.89	29.72

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	56	9	0	1	5
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	3	4	0	0	2
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
Prudential Financial Inc	4,472,763	29.89
Morgan Stanley	1,379,215	29.89
Phoenix Holdings Ltd.	1,016,578	29.89
Bank Of America Corp /de/	914,723	29.89
Wells Fargo & Company/mn	610,522	29.89
Goldman Sachs Group Inc	427,005	29.89
Orion Portfolio Solutions, LLC	399,977	25.13
Kestra Advisory Services, LLC	224,498	29.89
Raymond James Financial Services Advisors, Inc.	216,963	29.89
Two Sigma Investments, Lp	183,800	29.89
Millennium Management Llc	163,302	29.89
Two Sigma Advisers, Lp	131,400	29.89
Marshall Wace, Llp	130,516	29.89
UBS Group AG	127,877	29.89
Ameriprise Financial Inc	94,025	29.98
Busey Wealth Management	88,087	29.89
Great Lakes Advisors, Llc	81,983	29.88
Royal Bank Of Canada	75,960	29.90
Steward Partners Investment Advisory, Llc	67,727	0.03
Destination Wealth Management	59,687	29.89

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
Prudential Financial Inc	4,472,763	29.89
Morgan Stanley	1,379,215	29.89
Phoenix Holdings Ltd.	1,016,578	29.89
Bank Of America Corp /de/	914,723	29.89
Wells Fargo & Company/mn	610,522	29.89
Goldman Sachs Group Inc	427,005	29.89
Orion Portfolio Solutions, LLC	406,821	29.89
Karp Capital Management Corp	241,115	29.89
Kestra Advisory Services, LLC	224,498	29.89
Raymond James Financial Services Advisors, Inc.	216,963	29.89
Two Sigma Investments, Lp	183,800	29.89
Millennium Management Llc	163,302	29.89
Two Sigma Advisers, Lp	131,400	29.89
Marshall Wace, Llp	130,516	29.89
UBS Group AG	127,877	29.89
Ameriprise Financial Inc	94,025	29.98
Busey Wealth Management	88,087	29.89
Great Lakes Advisors, Llc	81,983	29.88
Royal Bank Of Canada	75,960	29.90
Steward Partners Investment Advisory, Llc	67,727	0.03

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Gradient Investments LLC	7

Recent Quarter 56 Institutes closed out their positions

Name	Shares	PPS
Karp Capital Management Corp	241,115	29.89
Citadel Advisors Llc	7,600	29.87
Koshinski Asset Management, Inc.	6,472	29.82
IFP Advisors, Inc	2,274	32.54
Investmark Advisory Group LLC	1,756	32.46
Parallel Advisors, LLC	1,650	30.30
Future Financial Wealth Managment LLC	235	29.79
Lockheed Martin Investment Management Co
Meeder Asset Management Inc
ExodusPoint Capital Management, LP
Paloma Partners Management Co
Bnp Paribas Arbitrage, Sa
Lehman & Derafelo Financial Resources LLC
Stonebridge Financial Planning Group, LLC
Oppenheimer & Co Inc
Tower Research Capital LLC (TRC)
J. Goldman & Co LP
Country Trust Bank
Russell Investments Group, Ltd.
Planned Solutions, Inc.
CHICAGO TRUST Co NA
Cullen/frost Bankers, Inc.
Bridge Advisory, LLC
SG Americas Securities, LLC
J Arnold Wealth Management Co
Flow Traders U.s. Llc
Punch & Associates Investment Management, Inc.
Jane Street Group, Llc
Fifth Lane Capital, Lp
Lakeview Capital Partners, LLC
GPS Wealth Strategies Group, LLC
Paragon Capital Management Ltd
Integrated Advisors Network LLC
Trust Co Of Vermont
Chevy Chase Trust Holdings, Inc.
Consolidated Capital Management, Llc
Richard C. Young & CO., LTD.
Advisory Services Network, LLC
All Season Financial Advisors, Inc.
Wintrust Investments Llc
CX Institutional
Ibex Wealth Advisors
Geneos Wealth Management Inc.
One Charles Private Wealth Services, LLC
Sigma Investment Counselors Inc
Kalos Management, Inc.
Custos Family Office, LLC
Sunbelt Securities, Inc.
Harbour Investments, Inc.
Confluence Wealth Services, Inc.
Principal Street Partners, LLC
FSC Wealth Advisors, LLC
Capital Analysts, Inc.
Arkadios Wealth Advisors
Ahl Investment Management, Inc.
JB Capital LLC

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Orion Portfolio Solutions, LLC	399,977	25.13	406,821	29.89
First Citizens Financial Corp	34,905	25.13	35,157	29.89
Capital Investment Advisors, LLC	15,106	25.16	15,321	29.89
Cambridge Investment Research Advisors, Inc.	9,589	25.13	18,549	29.87
Covington Capital Management	1,990	25.13	1,990	29.65
AdvisorNet Financial, Inc	621	25.76	618	29.13
Sargent Bickham Lagudis LLC	588	25.51	588	30.61
Valley National Advisers Inc	384	26.04	384	28.65
Independence Bank of Kentucky	150	26.67	350	28.57

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
AdvisorNet Financial, Inc	3	621	25.76	618	29.13	0.49

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	8,960	9,589	25.13	18,549	29.87	-48.30
Orion Portfolio Solutions, LLC	6,844	399,977	25.13	406,821	29.89	-1.68
First Citizens Financial Corp	252	34,905	25.13	35,157	29.89	-0.72
Capital Investment Advisors, LLC	215	15,106	25.16	15,321	29.89	-1.40
Independence Bank of Kentucky	200	150	26.67	350	28.57	-57.14

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 1 New Institutes added position

Name	Shares	PPS
Gradient Investments LLC	7

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Investmark Advisory Group LLC	1,756	32.46
Karp Capital Management Corp	241,115	29.89
Koshinski Asset Management, Inc.	6,472	29.82

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Orion Portfolio Solutions, LLC	399,977	25.13	406,821	29.89
Cambridge Investment Research Advisors, Inc.	9,589	25.13	18,549	29.87
Sargent Bickham Lagudis LLC	588	25.51	588	30.61
Valley National Advisers Inc	384	26.04	384	28.65

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	8,960	9,589	25.13	18,549	29.87	-48.30
Orion Portfolio Solutions, LLC	6,844	399,977	25.13	406,821	29.89	-1.68

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