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 32 37.00 39.93 15.99
Previous Quarter 34 39.00 40.00 16.03

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 9 2 0 0 0
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 0 2 0 0 0
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
J.w. Cole Advisors, Inc. 104,643 0.03
Kestra Advisory Services, LLC 19,376 39.95
Jane Street Group, Llc 18,713 39.92
Wealth Advisors, Inc. 10,325 39.90
LPL Financial LLC 6,795 39.88
Susquehanna International Group, Llp 5,470 39.85
Advisor Group Holdings, Inc. 2,114 39.74
Aptus Capital Advisors, LLC 2,000 40.00
Captrust Financial Advisors 923 40.09
UBS Group AG 866 40.42
Ahrens Investment Partners LLC 790 40.51
Toth Financial Advisory Corp 450 40.00
Monolith Advisors 437 43.48
Royal Bank Of Canada 359 39.00
HighMark Wealth Management LLC 350 40.00
Tsfg, Llc 224 31.25
Spire Wealth Management 193 41.45
Money Concepts Capital Corp 110 36.36
Benjamin F. Edwards & Company, Inc. 80 37.50
Harbour Investments, Inc. 75 40.00

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
J.w. Cole Advisors, Inc. 104,643 0.03
Kestra Advisory Services, LLC 19,376 39.95
Jane Street Group, Llc 18,713 39.92
Wealth Advisors, Inc. 10,325 39.90
LPL Financial LLC 6,795 39.88
Susquehanna International Group, Llp 5,470 39.85
Advisor Group Holdings, Inc. 2,114 39.74
Aptus Capital Advisors, LLC 2,000 40.00
Captrust Financial Advisors 923 40.09
UBS Group AG 866 40.42
Ahrens Investment Partners LLC 790 40.51
Toth Financial Advisory Corp 450 40.00
Monolith Advisors 437 43.48
Royal Bank Of Canada 359 39.00
HighMark Wealth Management LLC 350 40.00
Tsfg, Llc 224 40.18
Spire Wealth Management 193 41.45
Money Concepts Capital Corp 110 36.36
IFP Advisors, Inc 110 45.45
Benjamin F. Edwards & Company, Inc. 80 37.50

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
IFP Advisors, Inc 110 45.45
Westside Investment Management, Inc.
Selective Wealth Management, Inc.
Flow Traders U.s. Llc
Morgan Stanley
Stonebridge Financial Planning Group, LLC
Proequities, Inc.
Cambridge Investment Research Advisors, Inc.
Wedbush Securities Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 224 31.25 224 40.18
Global Retirement Partners, LLC 45 22.22 45 44.44
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 224 31.25 224 40.18
Global Retirement Partners, LLC 45 22.22 45 44.44
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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