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	226	62.00	63.74	63.28
Previous Quarter	245	64.00	63.74	63.83

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	2	72	17	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	1	11	0	3	5
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
Varma Mutual Pension Insurance Co	4,735,188	63.74
Phoenix Holdings Ltd.	2,980,657	63.74
Clal Insurance Enterprises Holdings Ltd	2,250,000	63.74
Migdal Insurance & Financial Holdings Ltd.	1,490,773	63.74
Goldman Sachs Group Inc	1,384,315	63.74
Temasek Holdings (Private) Ltd	1,198,500	63.74
Sculptor Capital LP	1,121,317	63.74
Morgan Stanley	989,473	63.74
Harel Insurance Investments & Financial Services Ltd.	885,740	64.00
Wharton Business Group, LLC	700,384	63.74
Bank Of America Corp /de/	674,016	63.74
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	560,000	69.32
Accredited Investors Inc.	474,379	63.74
Jpmorgan Chase & Co	414,112	63.74
Wells Fargo & Company/mn	387,108	63.74
WP Advisors, LLC	324,685	51.76
SOL Capital Management CO	287,683	63.74
Royal Bank Of Canada	250,465	63.74
LPL Financial LLC	217,031	63.74
Raymond James Financial Services Advisors, Inc.	216,961	63.74

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
Varma Mutual Pension Insurance Co	4,735,188	63.74
Phoenix Holdings Ltd.	2,980,657	63.74
Clal Insurance Enterprises Holdings Ltd	2,250,000	63.74
Migdal Insurance & Financial Holdings Ltd.	1,490,773	63.74
Goldman Sachs Group Inc	1,384,315	63.74
Temasek Holdings (Private) Ltd	1,198,500	63.74
Sculptor Capital LP	1,121,317	63.74
Morgan Stanley	989,473	63.74
Harel Insurance Investments & Financial Services Ltd.	885,740	64.00
Wharton Business Group, LLC	700,384	63.74
Bank Of America Corp /de/	674,016	63.74
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	560,000	69.32
OWLSX - Old Westbury Large Cap Strategies Fund	532,500	69.32
Accredited Investors Inc.	474,379	63.74
Jpmorgan Chase & Co	414,112	63.74
Wells Fargo & Company/mn	387,108	63.74
SOL Capital Management CO	287,683	63.74
Royal Bank Of Canada	250,465	63.74
LPL Financial LLC	217,031	63.74
Raymond James Financial Services Advisors, Inc.	216,961	63.74

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
ACG Wealth	292	51.37
Birch Capital Management, LLC	144	48.61

Recent Quarter 72 Institutes closed out their positions

Name	Shares	PPS
OWLSX - Old Westbury Large Cap Strategies Fund	532,500	69.32
UBS Group AG	187,567	63.74
Green Harvest Asset Management LLC	115,555	67.10
Private Advisor Group, LLC	85,521	63.74
GoalVest Advisory LLC	34,563	63.74
Mjp Associates Inc /adv	4,404	63.81
Mid Atlantic Financial Management Inc/adv	2,985	67.00
Parallel Advisors, LLC	2,233	65.83
Cutler Group LP	1,900	2.63
Future Financial Wealth Managment LLC	1,102	63.52
Psagot Investment House Ltd.	195	66.67
Vestmark Advisory Solutions, Inc.
Paradigm, Strategies in Wealth Management, LLC
Bessemer Group Inc
Two Sigma Advisers, Lp
Cypress Wealth Services, LLC
Park Avenue Securities Llc
Prelude Capital Management, Llc
First Manhattan Co
Tarbox Family Office, Inc.
Motco
Two Sigma Investments, Lp
Westwood Holdings Group Inc
Liberty Wealth Management Llc
CoreCap Advisors, LLC
Johnson Bixby & Associates, LLC
Confluence Wealth Services, Inc.
Aptus Capital Advisors, LLC
AE Wealth Management LLC
Captrust Financial Advisors
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Householder Group Estate & Retirement Specialist, LLC
Leuthold Group, Llc
Jacobi Capital Management LLC
Proequities, Inc.
BlackRock Inc.
CMC Financial Group
Advisors Preferred, LLC
Aspireon Wealth Advisors
Renaissance Technologies Llc
Empowered Funds, LLC
Matrix Private Capital Group Llc
BW Gestao de Investimentos Ltda.
HHM Wealth Advisors, LLC
QCM Cayman, Ltd.
Advisor OS, LLC
Total Clarity Wealth Management, Inc.
Schroder Investment Management Group
Cetera Advisor Networks LLC
Nan Shan Life Insurance Co., Ltd.
Tiedemann Advisors, Llc
United Asset Strategies, Inc.
State Street Corp
Kings Point Capital Management
Sloy Dahl & Holst, LLC
D.a. Davidson & Co.
Quantitative Investment Management, LLC
Patriot Financial Group Insurance Agency, LLC
Farmers Trust Co
Stringer Asset Management, Llc
Neuberger Berman Group LLC
First Republic Investment Management, Inc.
Capital Investment Advisory Services, LLC
Eaton Vance Management
Hrt Financial Lp
Kore Private Wealth LLC
Dynamic Technology Lab Private Ltd
Enterprise Financial Services Corp
Penserra Capital Management LLC
Signify Wealth
Latitude Advisors, LLC
Mirae Asset Global Investments Co., Ltd.

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
WP Advisors, LLC	324,685	51.76	195,527	63.74
BQLCX - Bright Rock Quality Large Cap Fund Institutional Class Shares	165,000	60.10	165,000	69.04
Bright Rock Capital Management, Llc	165,000	51.76	165,000	63.74
Rockland Trust Co	76,406	51.76	89,544	63.75
Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund	59,488	56.58	81,900	69.32
Koshinski Asset Management, Inc.	21,888	0.05	21,823	63.74
Cambridge Investment Research Advisors, Inc.	9,973	51.74	11,655	63.75
Red Spruce Capital, LLC	9,921	51.81	9,921	63.70
Astoria Portfolio Advisors LLC.	9,264	51.81	10,043	63.73
FRG Family Wealth Advisors LLC	8,360	51.79	11,160	63.71
Lake Street Financial Llc	8,332	51.73	9,904	63.71
AdvisorNet Financial, Inc	907	51.82	902	63.19
Allworth Financial LP	749	52.07	749	64.09
Piscataqua Savings Bank	504	51.59	504	63.49
Ayalon Holdings Ltd.	501	51.90	391	63.94
Advocacy Wealth Management Services, LLC	468	51.28	1,349	63.01
Global Trust Asset Management, LLC	100	50.00	1,109	64.02

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
WP Advisors, LLC	129,158	324,685	51.76	195,527	63.74	66.06
Ayalon Holdings Ltd.	110	501	51.90	391	63.94	28.13
Koshinski Asset Management, Inc.	65	21,888	0.05	21,823	63.74	0.30
AdvisorNet Financial, Inc	5	907	51.82	902	63.19	0.55

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund	22,412	59,488	56.58	81,900	69.32	-27.37
Rockland Trust Co	13,138	76,406	51.76	89,544	63.75	-14.67
FRG Family Wealth Advisors LLC	2,800	8,360	51.79	11,160	63.71	-25.09
Cambridge Investment Research Advisors, Inc.	1,682	9,973	51.74	11,655	63.75	-14.43
Lake Street Financial Llc	1,572	8,332	51.73	9,904	63.71	-15.87
Global Trust Asset Management, LLC	1,009	100	50.00	1,109	64.02	-90.98
Advocacy Wealth Management Services, LLC	881	468	51.28	1,349	63.01	-65.31
Astoria Portfolio Advisors LLC.	779	9,264	51.81	10,043	63.73	-7.76

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
ACG Wealth	292	51.37

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Private Advisor Group, LLC	85,521	63.74

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
WP Advisors, LLC	324,685	51.76	195,527	63.74
Bright Rock Capital Management, Llc	165,000	51.76	165,000	63.74
Rockland Trust Co	76,406	51.76	89,544	63.75
Koshinski Asset Management, Inc.	21,888	0.05	21,823	63.74
Cambridge Investment Research Advisors, Inc.	9,973	51.74	11,655	63.75
FRG Family Wealth Advisors LLC	8,360	51.79	11,160	63.71
Lake Street Financial Llc	8,332	51.73	9,904	63.71
Allworth Financial LP	749	52.07	749	64.09
Piscataqua Savings Bank	504	51.59	504	63.49
Ayalon Holdings Ltd.	501	51.90	391	63.94
Global Trust Asset Management, LLC	100	50.00	1,109	64.02

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
WP Advisors, LLC	129,158	324,685	51.76	195,527	63.74	66.06
Ayalon Holdings Ltd.	110	501	51.90	391	63.94	28.13
Koshinski Asset Management, Inc.	65	21,888	0.05	21,823	63.74	0.30

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Rockland Trust Co	13,138	76,406	51.76	89,544	63.75	-14.67
FRG Family Wealth Advisors LLC	2,800	8,360	51.79	11,160	63.71	-25.09
Cambridge Investment Research Advisors, Inc.	1,682	9,973	51.74	11,655	63.75	-14.43
Lake Street Financial Llc	1,572	8,332	51.73	9,904	63.71	-15.87
Global Trust Asset Management, LLC	1,009	100	50.00	1,109	64.02	-90.98

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