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 97 38.00 39.46 36.25
Previous Quarter 101 38.00 39.48 35.39

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 3 24 5 3 2 3
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 2 1 4 3 2 3
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
UBS Group AG 502,778 39.46
Jane Street Group, Llc 321,972 39.46
LPL Financial LLC 141,736 39.46
J.w. Cole Advisors, Inc. 127,061 0.02
Thrivent Financial For Lutherans 82,714 39.46
Morgan Stanley 78,992 39.46
HighTower Advisors, LLC 55,060 39.50
Bank Of America Corp /de/ 44,238 39.45
Advisor Group Holdings, Inc. 44,098 39.43
Allianz Asset Management GmbH 43,300 39.45
Standard Life Aberdeen plc 31,295 39.78
Bank Hapoalim Bm 28,120 39.47
Cambridge Investment Research Advisors, Inc. 26,512 35.27
Commonwealth Equity Services, Llc 24,346 39.43
Arkadios Wealth Advisors 20,668 0.05
Royal Bank Of Canada 19,907 39.43
Raymond James Financial Services Advisors, Inc. 17,327 39.48
Susquehanna International Group, Llp 17,119 39.49
Park Avenue Securities Llc 14,840 39.49
IHT Wealth Management, LLC 14,361 39.48

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
UBS Group AG 502,778 39.46
Jane Street Group, Llc 321,972 39.46
LPL Financial LLC 141,736 39.46
J.w. Cole Advisors, Inc. 127,061 0.02
Thrivent Financial For Lutherans 82,714 39.46
Morgan Stanley 78,992 39.46
HighTower Advisors, LLC 55,060 39.50
Moors & Cabot, Inc. 50,000 1.06
Bank Of America Corp /de/ 44,238 39.45
Advisor Group Holdings, Inc. 44,098 39.43
Allianz Asset Management GmbH 43,300 39.45
Standard Life Aberdeen plc 31,295 39.78
Bank Hapoalim Bm 28,120 39.47
Cambridge Investment Research Advisors, Inc. 24,999 39.44
Commonwealth Equity Services, Llc 24,346 39.43
Arkadios Wealth Advisors 21,546 0.05
Royal Bank Of Canada 19,907 39.43
Raymond James Financial Services Advisors, Inc. 17,327 39.48
Susquehanna International Group, Llp 17,119 39.49
Park Avenue Securities Llc 14,840 39.49

 

Recent Quarter Analysis

Name Shares PPS
City Holding Co 245 36.73
Mascoma Wealth Management LLC 95 31.58
SOA Wealth Advisors, LLC. 10
Name Shares PPS
Moors & Cabot, Inc. 50,000 1.06
Citadel Advisors Llc 9,300 39.46
Carroll Financial Associates, Inc. 2,355 49.68
Tsfg, Llc 660 39.39
Belvedere Trading LLC
Bbva Usa
Newbridge Financial Services Group, Inc.
Advisory Services Network, LLC
Northwestern Mutual Wealth Management Co
Snowden Capital Advisors LLC
Pensionmark Financial Group, Llc
Context Capital Management, LLC
Clear Creek Financial Management, LLC
HAP Trading, LLC
Capital Analysts, Inc.
Money Concepts Capital Corp
AE Wealth Management LLC
Masso Torrence Wealth Management Inc.
Phoenix Wealth Advisors
Ironwood Financial, llc
Proequities, Inc.
Atlas Private Wealth Advisors
Qube Research & Technologies Ltd
Oppenheimer & Co Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 26,512 35.27 24,999 39.44
Cordasco Financial Network 5,001 35.19 4,731 39.53
AdvisorNet Financial, Inc 1,258 34.98 1,258 39.75
Wolff Wiese Magana Llc 1,120 34.82 1,120 39.29
Valley National Advisers Inc 271 36.90 271 40.59
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 20,668 0.05 21,546 0.05
Global Retirement Partners, LLC 213 37.56 213 32.86
Gradient Investments LLC 48 41.67 692 39.02
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,513 26,512 35.27 24,999 39.44 6.05
Cordasco Financial Network 270 5,001 35.19 4,731 39.53 5.71
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Arkadios Wealth Advisors 878 20,668 0.05 21,546 0.05 -4.08
Gradient Investments LLC 644 48 41.67 692 39.02 -93.06
Westside Investment Management, Inc. 225 2,675 2,900 -7.76
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Belvedere Trading LLC 0
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
Mascoma Wealth Management LLC 95 31.58
SOA Wealth Advisors, LLC. 10
Name Shares PPS
Tsfg, Llc 660 39.39
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 26,512 35.27 24,999 39.44
Cordasco Financial Network 5,001 35.19 4,731 39.53
Wolff Wiese Magana Llc 1,120 34.82 1,120 39.29
Valley National Advisers Inc 271 36.90 271 40.59
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 20,668 0.05 21,546 0.05
Global Retirement Partners, LLC 213 37.56 213 32.86
Gradient Investments LLC 48 41.67 692 39.02
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,513 26,512 35.27 24,999 39.44 6.05
Cordasco Financial Network 270 5,001 35.19 4,731 39.53 5.71
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Arkadios Wealth Advisors 878 20,668 0.05 21,546 0.05 -4.08
Gradient Investments LLC 644 48 41.67 692 39.02 -93.06
Westside Investment Management, Inc. 225 2,675 2,900 -7.76
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