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	66	65.00	64.86	61.95
Previous Quarter	68	1200.00	64.86	163.43

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	0	12	6	0	4	2
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	1	5	0	4	1
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
Goldman Sachs Group Inc	1,021,594	64.69
Money Design Co.,Ltd.	215,688	53.97
Morgan Stanley	198,835	64.87
Ballentine Partners, LLC	154,812	68.30
Leavell Investment Management, Inc.	115,040	64.86
Bank Of America Corp /de/	104,591	64.86
Creative Planning	102,594	64.87
J.w. Cole Advisors, Inc.	82,741	0.01
White Pine Investment CO	78,690	64.86
Sage Financial Group Inc	63,225	64.86
HighTower Advisors, LLC	59,537	64.78
UBS Group AG	52,819	64.86
Gradient Investments LLC	48,744	53.96
Cambridge Investment Research Advisors, Inc.	45,900	53.97
Equitable Trust Co	39,064	64.87
Albion Financial Group /ut	37,492	64.87
Jane Street Group, Llc	32,428	64.85
Wells Fargo & Company/mn	30,110	64.86
Money Concepts Capital Corp	26,385	64.85
Geller Advisors LLC	25,925	64.88

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
Goldman Sachs Group Inc	1,021,594	64.69
Morgan Stanley	198,835	64.87
Money Design Co.,Ltd.	180,443	64.87
Ballentine Partners, LLC	154,812	68.30
Leavell Investment Management, Inc.	115,040	64.86
Bank Of America Corp /de/	104,591	64.86
Creative Planning	102,594	64.87
J.w. Cole Advisors, Inc.	82,741	0.01
White Pine Investment CO	78,690	64.86
Sage Financial Group Inc	63,225	64.86
HighTower Advisors, LLC	59,537	64.78
Gradient Investments LLC	54,542	64.87
UBS Group AG	52,819	64.86
Cambridge Investment Research Advisors, Inc.	45,804	64.86
Equitable Trust Co	39,064	64.87
Albion Financial Group /ut	37,492	64.87
Jane Street Group, Llc	32,428	64.85
Wells Fargo & Company/mn	30,110	64.86
Money Concepts Capital Corp	26,385	64.85
Geller Advisors LLC	25,925	64.88

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	2,346	68.20
New England Professional Planning Group Inc.	200	1060.00
Us Bancorp \de\
Crumly & Associates Inc.
Blue Edge Capital, LLC
Frontier Wealth Management LLC
Wolf Group Capital Advisors
Fmr Llc
Proequities, Inc.
Running Point Capital Advisors, LLC
Portland Global Advisors LLC
Stephens Inc /ar/

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	215,688	53.97	180,443	64.87
Gradient Investments LLC	48,744	53.96	54,542	64.87
Cambridge Investment Research Advisors, Inc.	45,900	53.97	45,804	64.86
Valley National Advisers Inc	10,710	55.84	10,344	64.87
Appleton Partners Inc/ma	7,523	53.97	7,528	64.82
Herold Advisors, Inc.	5,740	53.83	4,240	64866.27

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Money Design Co.,Ltd.	35,245	215,688	53.97	180,443	64.87	19.53
Herold Advisors, Inc.	1,500	5,740	53.83	4,240	64866.27	35.38
Valley National Advisers Inc	366	10,710	55.84	10,344	64.87	3.54
Cambridge Investment Research Advisors, Inc.	96	45,900	53.97	45,804	64.86	0.21

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Gradient Investments LLC	5,798	48,744	53.96	54,542	64.87	-10.63
Appleton Partners Inc/ma	5	7,523	53.97	7,528	64.82	-0.07

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 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
New England Professional Planning Group Inc.	200	1060.00

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	215,688	53.97	180,443	64.87
Gradient Investments LLC	48,744	53.96	54,542	64.87
Cambridge Investment Research Advisors, Inc.	45,900	53.97	45,804	64.86
Valley National Advisers Inc	10,710	55.84	10,344	64.87
Herold Advisors, Inc.	5,740	53.83	4,240	64866.27

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Money Design Co.,Ltd.	35,245	215,688	53.97	180,443	64.87	19.53
Herold Advisors, Inc.	1,500	5,740	53.83	4,240	64866.27	35.38
Valley National Advisers Inc	366	10,710	55.84	10,344	64.87	3.54
Cambridge Investment Research Advisors, Inc.	96	45,900	53.97	45,804	64.86	0.21

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Gradient Investments LLC	5,798	48,744	53.96	54,542	64.87	-10.63

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