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 414 50.00 52.35 51.74
Previous Quarter 457 51.00 52.35 51.58

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 3 144 36 2 12 14
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 4 1 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 6 19 2 7 10
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 4,017,186 52.35
Morgan Stanley 2,800,317 52.35
Jpmorgan Chase & Co 2,323,581 52.35
Bank Of America Corp /de/ 1,982,922 52.35
Susquehanna International Group, Llp 964,300 52.35
Meitav Dash Investments Ltd 881,785 52.35
Citigroup Inc 699,683 52.35
UBS Group AG 698,937 52.35
LPL Financial LLC 684,375 52.35
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 678,130 52.35
Royal Bank Of Canada 675,490 52.35
Royal Bank Of Canada 569,000 52.35
Twin Tree Management, LP 543,800 52.35
Alaska Permanent Fund Corp 530,000 52.35
Thrivent Financial For Lutherans 422,803 52.35
Citadel Advisors Llc 338,600 52.35
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 332,827 51.96
Wells Fargo & Company/mn 309,838 52.35
Ameriprise Financial Inc 302,541 52.24
Partners Capital Investment Group, Llp 271,276 52.35

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
Goldman Sachs Group Inc 4,017,186 52.35
Morgan Stanley 2,800,317 52.35
Jpmorgan Chase & Co 2,323,581 52.35
Bank Of America Corp /de/ 1,982,922 52.35
Susquehanna International Group, Llp 964,300 52.35
Meitav Dash Investments Ltd 881,785 52.35
OWSMX - Old Westbury Small & Mid Cap Strategies Fund 853,900 55.34
Citigroup Inc 699,683 52.35
UBS Group AG 698,937 52.35
LPL Financial LLC 684,375 52.35
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 678,130 52.35
Royal Bank Of Canada 675,490 52.35
Royal Bank Of Canada 569,000 52.35
Twin Tree Management, LP 543,800 52.35
Alaska Permanent Fund Corp 530,000 52.35
Thrivent Financial For Lutherans 422,803 52.35
Aaron Wealth Advisors LLC 397,074 19.10
Citadel Advisors Llc 338,600 52.35
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 332,827 51.96
Wells Fargo & Company/mn 309,838 52.35

 

Recent Quarter Analysis

Name Shares PPS
Miracle Mile Advisors, LLC 9,425 43.93
ACG Wealth 190 42.11
jvl associates llc 0
Name Shares PPS
Bank Of America Corp /de/ 1,982,922 52.35
OWSMX - Old Westbury Small & Mid Cap Strategies Fund 853,900 55.34
Citigroup Inc 699,683 52.35
UBS Group AG 698,937 52.35
Royal Bank Of Canada 675,490 52.35
Aaron Wealth Advisors LLC 397,074 19.10
Citadel Advisors Llc 338,600 52.35
Crescent Capital Consulting, LLC 185,710 54.54
Balyasny Asset Management Llc 146,239 52.35
Balyasny Asset Management Llc 146,239 52.35
Bnp Paribas Arbitrage, Sa 134,365 52.35
Bnp Paribas Arbitrage, Sa 134,365 52.35
Triumph Capital Management 40,053 25.99
Credit Suisse Ag/ 34,664 52.33
Credit Suisse Ag/ 34,664 52.33
Homrich & Berg 22,591 52.90
Marshall Wace, Llp 21,300 52.39
Westside Investment Management, Inc. 14,701 0.07
Psagot Investment House Ltd. 13,110 52.94
Covenant Multifamily Offices, LLC 12,208 54.55
Stratos Wealth Partners, LTD. 9,390 52.40
Bullseye Investment Management, LLC 5,700 52.28
Two Sigma Securities, Llc 5,588 52.43
Wbh Advisory Inc 5,104 48.59
Western Wealth Management, LLC 4,376 52.56
David J Yvars Group 3,975 52.33
DAVENPORT & Co LLC 3,850 52.47
Bank Julius Baer & Co. Ltd, Zurich 1,120 52.68
IFP Advisors, Inc 520 55.77
Geneos Wealth Management Inc. 403 52.11
Heritage Wealth Management, Llc 45 44.44
Wealth Quarterback LLC 35
Paloma Partners Management Co
Aveo Capital Partners, LLC
Harding Loevner Lp
Pennsylvania Capital Management Inc /adv
Resolute Advisors LLC
Nomura Asset Management Co Ltd
Janney Capital Management LLC
Capital Financial Planning, LLC
Kingsview Wealth Management, LLC
Schroder Investment Management Group
Parisi Gray Wealth Management
Ayalon Holdings Ltd.
Tarbox Family Office, Inc.
CHURCHILL MANAGEMENT Corp
Stringer Asset Management, Llc
Tudor Investment Corp Et Al
Equitable Trust Co
Stratos Wealth Advisors, LLC
Beaumont Financial Partners, LLC
SkyView Investment Advisors, LLC
Brown Advisory Inc
Professional Financial Advisors, LLC
Capital Analysts, Inc.
Smith, Moore & Co.
Verition Fund Management LLC
J Arnold Wealth Management Co
Hoey Investments, Inc
Ausdal Financial Partners, Inc.
Beaumont Capital Management, LLC
WJ Wealth Management, LLC
Two Sigma Advisers, Lp
Laurel Wealth Advisors LLC
Toroso Investments, LLC
Wolverine Trading, Llc
Sowell Financial Services LLC
HAP Trading, LLC
Eaton Vance Management
Fwl Investment Management, Llc
Capital Investment Advisory Services, LLC
Two Sigma Investments, Lp
Ford Financial Group, LLC
Pinnacle Private Wealth, LLC
Swaine & Leidel Wealth Services, Llc
IHT Wealth Management, LLC
Avitas Wealth Management LLC
Lmcg Investments, Llc
CIBC World Markets Inc.
Mirae Asset Global Investments Co., Ltd.
Harel Insurance Investments & Financial Services Ltd.
GWM Advisors LLC
Arkadios Wealth Advisors
Prelude Capital Management, Llc
Healthcare Of Ontario Pension Plan Trust Fund
Comerica Securities,inc.
Kistler-Tiffany Companies, LLC
Trexquant Investment LP
Bessemer Group Inc
Cornerstone Advisory, LLC
EUCG - Euclid Capital Growth ETF
SG Americas Securities, LLC
Ergoteles LLC
IronBridge Private Wealth, LLC
Centiva Capital, LP
Patriot Financial Group Insurance Agency, LLC
PARK CIRCLE Co
Carderock Capital Management Inc
Csenge Advisory Group
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Tiedemann Advisors, Llc
BerganKDV Wealth Management, LLC
Sterling Financial Planning, Inc.
Barnett & Company, Inc.
Bank Of Nova Scotia
Arlington Capital Management, Inc.
Ensign Peak Advisors, Inc
Parametric Portfolio Associates Llc
Capital Fund Management S.a.
Capital Fund Management S.a.
Rokos Capital Management LLP
Huntington National Bank
Ieq Capital, Llc
FIL Ltd
Advisors Preferred, LLC
Tradition Wealth Management, LLC
Townsend Asset Management Corp /nc/ /adv
Optiver Holding B.V.
Natixis
Phoenix Holdings Ltd.
Cerity Partners LLC
Healthcare Of Ontario Pension Plan Trust Fund
Jacobi Capital Management LLC
Lake Point Wealth Management
Total Clarity Wealth Management, Inc.
Rockland Trust Co
Wolverine Trading, Llc
Financial Sense Advisors, Inc.
Clal Insurance Enterprises Holdings Ltd
Claudia M.p. Batlle, Crp (r) Llc
Guyasuta Investment Advisors Inc
Barometer Capital Management Inc.
Psagot Value Holdings Ltd. / (Israel)
Simplex Trading, Llc
jvl associates llc
Signature Securities Group Corporation
Assetmark, Inc
Berkshire Asset Management Llc/pa
Amplius Wealth Advisors, LLC
Wolverine Trading, Llc
FinTrust Capital Advisors, LLC
Zuckerman Investment Group, LLC
Bank Hapoalim Bm
Retirement Planning Co of New England, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Dixon Hubard Feinour & Brown Inc/va 153,819 43.88 167,307 52.35
Key Client Fiduciary Advisors, LLC 105,093 43.88 107,533 52.35
Sandy Spring Bank 69,264 43.88 71,642 52.34
Private Advisor Group, LLC 46,392 43.89 39,693 52.35
Truist Financial Corp 45,792 43.87 82,040 52.35
PKBIX - Payden/Kravitz Cash Balance Plan Fund (SI Class) 30,800 47.05 30,800 55.03
Commonwealth Equity Services, Llc 24,260 43.86 26,940 52.34
Pettinga Financial Advisors, LLC 23,700 43.88 30,190 52.34
HB Wealth Management, LLC 21,258 43.89 21,258 52.36
MAI Capital Management 19,581 43.87 16,679 52.34
Cambridge Investment Research Advisors, Inc. 14,975 43.87 18,898 52.33
WP Advisors, LLC 12,156 43.85 12,079 52.32
Money Concepts Capital Corp 9,332 44.58 12,561 52.38
Objective Capital Management, LLC 9,214 43.85 9,214 52.31
American Institute for Advanced Investment Management, LLP 7,887 43.87 7,987 52.34
Crescent Grove Advisors, LLC 7,460 43.83 6,757 52.39
Koshinski Asset Management, Inc. 6,874 6,871 52.39
Leeward Financial Partners, LLC 6,203 43.85 6,114 52.34
Flagship Harbor Advisors, Llc 6,132 43.87 8,841 52.37
SOL Capital Management CO 5,327 43.93 5,177 52.35
Name Current Shares Current PPS Previous Shares Previous PPS
Hnp Capital Llc 72,189 43.88 0
Lehman & Derafelo Financial Resources LLC 1,534 43.68 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Hnp Capital Llc 72,189 72,189 43.88 0 0.00
Private Advisor Group, LLC 6,699 46,392 43.89 39,693 52.35 16.88
MAI Capital Management 2,902 19,581 43.87 16,679 52.34 17.40
Lehman & Derafelo Financial Resources LLC 1,534 1,534 43.68 0 0.00
Crescent Grove Advisors, LLC 703 7,460 43.83 6,757 52.39 10.40
SOL Capital Management CO 150 5,327 43.93 5,177 52.35 2.90
Leeward Financial Partners, LLC 89 6,203 43.85 6,114 52.34 1.46
WP Advisors, LLC 77 12,156 43.85 12,079 52.32 0.64
HighMark Wealth Management LLC 17 2,550 43.92 2,533 52.51 0.67
Koshinski Asset Management, Inc. 3 6,874 6,871 52.39 0.04
Sugarloaf Wealth Management, LLC 3 699 44.35 696 51.72 0.43
Cedar Mountain Advisors, LLC 2 736 43.48 734 51.77 0.27
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 36,248 45,792 43.87 82,040 52.35 -44.18
GoalVest Advisory LLC 19,732 32 31.25 19,764 52.37 -99.84
Dixon Hubard Feinour & Brown Inc/va 13,488 153,819 43.88 167,307 52.35 -8.06
Pettinga Financial Advisors, LLC 6,490 23,700 43.88 30,190 52.34 -21.50
Cambridge Investment Research Advisors, Inc. 3,923 14,975 43.87 18,898 52.33 -20.76
Money Concepts Capital Corp 3,229 9,332 44.58 12,561 52.38 -25.71
Flagship Harbor Advisors, Llc 2,709 6,132 43.87 8,841 52.37 -30.64
Commonwealth Equity Services, Llc 2,680 24,260 43.86 26,940 52.34 -9.95
Key Client Fiduciary Advisors, LLC 2,440 105,093 43.88 107,533 52.35 -2.27
Sandy Spring Bank 2,378 69,264 43.88 71,642 52.34 -3.32
Spire Wealth Management 1,378 2,493 43.72 3,871 52.44 -35.60
Lakeview Capital Partners, LLC 375 1,821 43.93 2,196 52.37 -17.08
Mascoma Wealth Management LLC 373 587 44.29 960 52.08 -38.85
American Institute for Advanced Investment Management, LLP 100 7,887 43.87 7,987 52.34 -1.25
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
Capital Fund Management S.a. 0
PARK CIRCLE Co 0
CenterStar Asset Management, LLC 0
Name Previous Calls
HAP Trading, LLC 0
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
DAVENPORT & Co LLC 3,850 52.47
Bank Julius Baer & Co. Ltd, Zurich 1,120 52.68
Bullseye Investment Management, LLC 5,700 52.28
Aaron Wealth Advisors LLC 397,074 19.10
Geneos Wealth Management Inc. 403 52.11
Stratos Wealth Partners, LTD. 9,390 52.40
Name Current Shares Current PPS Previous Shares Previous PPS
Dixon Hubard Feinour & Brown Inc/va 153,819 43.88 167,307 52.35
Key Client Fiduciary Advisors, LLC 105,093 43.88 107,533 52.35
Sandy Spring Bank 69,264 43.88 71,642 52.34
Truist Financial Corp 45,792 43.87 82,040 52.35
Commonwealth Equity Services, Llc 24,260 43.86 26,940 52.34
Pettinga Financial Advisors, LLC 23,700 43.88 30,190 52.34
MAI Capital Management 19,581 43.87 16,679 52.34
Money Concepts Capital Corp 9,332 44.58 12,561 52.38
American Institute for Advanced Investment Management, LLP 7,887 43.87 7,987 52.34
Crescent Grove Advisors, LLC 7,460 43.83 6,757 52.39
Leeward Financial Partners, LLC 6,203 43.85 6,114 52.34
SOL Capital Management CO 5,327 43.93 5,177 52.35
Avantax Planning Partners, Inc. 5,314 43.85 5,314 52.31
TCI Wealth Advisors, Inc. 2,610 44.06 2,610 52.11
HighMark Wealth Management LLC 2,550 43.92 2,533 52.51
Spire Wealth Management 2,493 43.72 3,871 52.44
Umb Bank N A/mo 2,340 44.02 2,340 52.14
Lakeview Capital Partners, LLC 1,821 43.93 2,196 52.37
Thompson Siegel & Walmsley Llc 281 42.70 281 53.38
Name Current Shares Current PPS Previous Shares Previous PPS
Hnp Capital Llc 72,189 43.88 0
Lehman & Derafelo Financial Resources LLC 1,534 43.68 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Hnp Capital Llc 72,189 72,189 43.88 0 0.00
MAI Capital Management 2,902 19,581 43.87 16,679 52.34 17.40
Lehman & Derafelo Financial Resources LLC 1,534 1,534 43.68 0 0.00
Crescent Grove Advisors, LLC 703 7,460 43.83 6,757 52.39 10.40
SOL Capital Management CO 150 5,327 43.93 5,177 52.35 2.90
Leeward Financial Partners, LLC 89 6,203 43.85 6,114 52.34 1.46
HighMark Wealth Management LLC 17 2,550 43.92 2,533 52.51 0.67
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 36,248 45,792 43.87 82,040 52.35 -44.18
Dixon Hubard Feinour & Brown Inc/va 13,488 153,819 43.88 167,307 52.35 -8.06
Pettinga Financial Advisors, LLC 6,490 23,700 43.88 30,190 52.34 -21.50
Money Concepts Capital Corp 3,229 9,332 44.58 12,561 52.38 -25.71
Commonwealth Equity Services, Llc 2,680 24,260 43.86 26,940 52.34 -9.95
Key Client Fiduciary Advisors, LLC 2,440 105,093 43.88 107,533 52.35 -2.27
Sandy Spring Bank 2,378 69,264 43.88 71,642 52.34 -3.32
Spire Wealth Management 1,378 2,493 43.72 3,871 52.44 -35.60
Lakeview Capital Partners, LLC 375 1,821 43.93 2,196 52.37 -17.08
American Institute for Advanced Investment Management, LLP 100 7,887 43.87 7,987 52.34 -1.25
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