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 102 18.00 19.53 18.95
Previous Quarter 111 260.00 19.53 25.61

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 35 14 0 6 6
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 4 6 0 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
Morgan Stanley 1,302,034 19.53
HighTower Advisors, LLC 757,889 19.54
LPL Financial LLC 612,048 19.53
Wells Fargo & Company/mn 485,673 19.53
Bank Of America Corp /de/ 450,268 19.53
Advisor Group Holdings, Inc. 286,044 19.53
ODonnell Financial Services, LLC 227,754 19.53
UBS Group AG 221,685 19.53
Brookstone Capital Management 214,065 16.98
Mml Investors Services, Llc 157,008 19.53
Truist Financial Corp 146,296 16.42
BDO Wealth Advisors, LLC 139,713 19.53
Raymond James & Associates 138,840 19.53
Cullen/frost Bankers, Inc. 132,908 19.53
Cetera Advisor Networks LLC 119,504 19.53
Cambridge Investment Research Advisors, Inc. 114,124 16.42
Raymond James Financial Services Advisors, Inc. 92,045 19.53
GWM Advisors LLC 87,155 19.53
Jpmorgan Chase & Co 85,168 19.51
Envestnet Asset Management Inc 79,284 19.52

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
Morgan Stanley 1,302,034 19.53
HighTower Advisors, LLC 757,889 19.54
LPL Financial LLC 612,048 19.53
Wells Fargo & Company/mn 485,673 19.53
Bank Of America Corp /de/ 450,268 19.53
Advisor Group Holdings, Inc. 286,044 19.53
Brookstone Capital Management 240,247 18.87
ODonnell Financial Services, LLC 227,754 19.53
UBS Group AG 221,685 19.53
Mml Investors Services, Llc 157,008 19.53
Truist Financial Corp 146,120 19.53
BDO Wealth Advisors, LLC 139,713 19.53
Raymond James & Associates 138,840 19.53
Cullen/frost Bankers, Inc. 132,908 19.53
Cetera Advisor Networks LLC 119,504 19.53
Raymond James Financial Services Advisors, Inc. 92,045 19.53
GWM Advisors LLC 87,155 19.53
Jpmorgan Chase & Co 85,168 19.51
Cambridge Investment Research Advisors, Inc. 81,538 19.52
Envestnet Asset Management Inc 79,284 19.52

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Moors & Cabot, Inc. 75,715 222.76
Transcend Wealth Collective, Llc 13,400 19.55
Hennion & Walsh Asset Management, Inc. 11,970 19.47
Arkadios Wealth Advisors 11,800
Wedbush Securities Inc 10,217 19.58
Herold Advisors, Inc. 1,400 19530.00
Newbridge Financial Services Group, Inc. 725 19.31
IFP Advisors, Inc 600 20.00
Money Concepts Capital Corp 600 20.00
AdvisorNet Financial, Inc 47 21.28
Citigroup Inc
Invesco Ltd.
Bnp Paribas Arbitrage, Sa
Marks Group Wealth Management, Inc
Renaissance Technologies Llc
Flow Traders U.s. Llc
Jacobi Capital Management LLC
Ameriprise Financial Inc
Pacitti Group Inc.
Cetera Investment Advisers
CoreCap Advisors, LLC
Proequities, Inc.
AlphaCore Capital LLC
Strategic Blueprint, LLC
Emerald Investment Partners, Llc
Spire Wealth Management
Global Retirement Partners, LLC
Steward Partners Investment Advisory, Llc
Johnson Financial Group, Inc.
Advisor Resource Council
Kestra Advisory Services, LLC
Barclays Plc
WFA of San Diego, LLC
Deutsche Bank Ag\
Regal Investment Advisors LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Brookstone Capital Management 214,065 16.98 240,247 18.87
Truist Financial Corp 146,296 16.42 146,120 19.53
Cambridge Investment Research Advisors, Inc. 114,124 16.42 81,538 19.52
Harvest Investment Services, LLC 66,687 16.42 66,859 19.52
Koshinski Asset Management, Inc. 48,250 0.02 50,320 19.53
Commonwealth Equity Services, Llc 27,479 16.41 33,069 19.50
Private Advisor Group, LLC 26,425 16.42 25,438 19.54
Minichmacgregor Wealth Management, Llc 21,070 16.37 22,309 19.50
Cooper Financial Group 20,407 16.42 17,589 19.56
Claraphi Advisory Network, LLC 16,425 16.44 14,415 19.56
Geneos Wealth Management Inc. 14,708 16.79 15,708 19.48
PFG Advisors 10,688 16.37 10,125 19.56
Tsfg, Llc 1,200 16.67 1,200 19.17
Capital Investment Advisory Services, LLC 295 16.95 295 20.34
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 32,586 114,124 16.42 81,538 19.52 39.96
Cooper Financial Group 2,818 20,407 16.42 17,589 19.56 16.02
Claraphi Advisory Network, LLC 2,010 16,425 16.44 14,415 19.56 13.94
Private Advisor Group, LLC 987 26,425 16.42 25,438 19.54 3.88
PFG Advisors 563 10,688 16.37 10,125 19.56 5.56
Truist Financial Corp 176 146,296 16.42 146,120 19.53 0.12
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 26,182 214,065 16.98 240,247 18.87 -10.90
Commonwealth Equity Services, Llc 5,590 27,479 16.41 33,069 19.50 -16.90
Koshinski Asset Management, Inc. 2,070 48,250 0.02 50,320 19.53 -4.11
Minichmacgregor Wealth Management, Llc 1,239 21,070 16.37 22,309 19.50 -5.55
Geneos Wealth Management Inc. 1,000 14,708 16.79 15,708 19.48 -6.37
Harvest Investment Services, LLC 172 66,687 16.42 66,859 19.52 -0.26
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Wedbush Securities Inc 10,217 19.58
Kestra Advisory Services, LLC
Hennion & Walsh Asset Management, Inc. 11,970 19.47
Money Concepts Capital Corp 600 20.00
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 146,296 16.42 146,120 19.53
Harvest Investment Services, LLC 66,687 16.42 66,859 19.52
Commonwealth Equity Services, Llc 27,479 16.41 33,069 19.50
Claraphi Advisory Network, LLC 16,425 16.44 14,415 19.56
Geneos Wealth Management Inc. 14,708 16.79 15,708 19.48
Capital Investment Advisory Services, LLC 295 16.95 295 20.34
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Claraphi Advisory Network, LLC 2,010 16,425 16.44 14,415 19.56 13.94
Truist Financial Corp 176 146,296 16.42 146,120 19.53 0.12
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 5,590 27,479 16.41 33,069 19.50 -16.90
Geneos Wealth Management Inc. 1,000 14,708 16.79 15,708 19.48 -6.37
Harvest Investment Services, LLC 172 66,687 16.42 66,859 19.52 -0.26
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