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	192	50.00	51.97	51.53
Previous Quarter	199	51.00	51.97	51.72

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	68	12	0	8	4
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	2	5	12	0	8	4
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
Financial Engines Advisors L.L.C.	23,925,401	51.97
Resources Investment Advisors, LLC.	785,053	51.97
Capital Planning Advisors, LLC	616,888	51.97
Betterment LLC	585,559	51.97
Morgan Stanley	408,811	51.97
Intrua Financial, LLC	327,388	51.97
Bank Of America Corp /de/	313,084	51.97
Commonwealth Equity Services, Llc	267,179	51.97
Sweet Financial Partners, LLC	258,019	51.97
Marquette Asset Management, LLC	213,466	40.54
Raymond James Financial Services Advisors, Inc.	198,275	51.97
FDx Advisors, Inc.	180,366	51.97
LPL Financial LLC	162,796	51.97
Concord Wealth Partners	138,840	51.97
CFS Investment Advisory Services, LLC	136,276	0.12
M Holdings Securities, Inc.	128,908	51.97
Raymond James & Associates	108,940	51.97
NovaPoint Capital, LLC	104,824	51.97
Mariner, LLC	100,611	51.97
Envestnet Asset Management Inc	98,887	51.97

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
Financial Engines Advisors L.L.C.	23,925,401	51.97
Resources Investment Advisors, LLC.	785,053	51.97
Capital Planning Advisors, LLC	616,888	51.97
Betterment LLC	585,559	51.97
Morgan Stanley	408,811	51.97
Intrua Financial, LLC	327,388	51.97
Bank Of America Corp /de/	313,084	51.97
Commonwealth Equity Services, Llc	267,179	51.97
Sweet Financial Partners, LLC	258,019	51.97
Raymond James Financial Services Advisors, Inc.	198,275	51.97
FDx Advisors, Inc.	180,366	51.97
LPL Financial LLC	162,796	51.97
Concord Wealth Partners	138,840	51.97
CFS Investment Advisory Services, LLC	136,276	0.12
M Holdings Securities, Inc.	128,908	51.97
Raymond James & Associates	108,940	51.97
NovaPoint Capital, LLC	104,824	51.97
Mariner, LLC	100,611	51.97
Envestnet Asset Management Inc	98,887	51.97
Goldman Sachs Group Inc	95,662	51.96

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Marquette Asset Management, LLC	213,466	40.54
Allworth Financial LP	546	40.29

Recent Quarter 68 Institutes closed out their positions

Name	Shares	PPS
TMAT - Main Thematic Innovation ETF	67,830	64.74
Carroll Financial Associates, Inc.	25,856	59.83
Stonehearth Capital Management, LLC	8,124
Parallel Advisors, LLC	7,751	52.77
BerganKDV Wealth Management, LLC	1,568	51.66
Koshinski Asset Management, Inc.	583	51.46
Gradient Investments LLC	402	52.24
Global Trust Asset Management, LLC	304	52.63
Wealth Quarterback LLC	243
IFP Advisors, Inc	166	60.24
Fortune 45 LLC
Meeder Asset Management Inc
Wealthspire Advisors, LLC
Avidian Wealth Solutions, LLC
Patriot Financial Group Insurance Agency, LLC
Firestone Capital Management
Forbes Financial Planning, Inc.
Penobscot Wealth Management
Lavaca Capital Llc
Derbend Asset Management
Merit Financial Group, LLC
Main Management LLC
Great Valley Advisor Group, Inc.
Us Bancorp \de\
Sanchez Wealth Management Group
Mark Sheptoff Financial Planning, Llc
Continuum Advisory, LLC
Parkside Financial Bank & Trust
Jane Street Group, Llc
Rockefeller Capital Management L.P.
Better Money Decisions, LLC
Jpmorgan Chase & Co
Snowden Capital Advisors LLC
Citigroup Inc
Westover Capital Advisors, LLC
Proequities, Inc.
CoreCap Advisors, LLC
Cornerstone Advisory, LLC
Ade, Llc
Financial Advisory Service, Inc.
National Asset Management, Inc.
Edmond De Rothschild Holding S.a.
Flow Traders U.s. Llc
First Command Bank
Mml Investors Services, Llc
IAG Wealth Partners, LLC
Horizon Investments, LLC
Main Management ETF Advisors, LLC
Moisand Fitzgerald Tamayo, LLC
Baltimore-Washington Financial Advisors, Inc.
O'shaughnessy Asset Management, Llc
Boston Private Wealth Llc
Dividend Asset Capital, Llc
Barclays Plc
BCGM Wealth Management, LLC
Baird Financial Group, Inc.
Us Financial Advisors, Llc
CENTRAL TRUST Co
Toroso Investments, LLC
Gerber Kawasaki Wealth & Investment Management
Ogorek Anthony Joseph /ny/ /adv
Financial Management Professionals, Inc.
First Command Financial Services, Inc.
Certified Advisory Corp
Asset Dedication, LLC
Ahl Investment Management, Inc.
Warren Street Wealth Advisors, LLC
Leelyn Smith, LLC

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	52,293	40.54	51,049	51.97
Stillwater Capital Advisors, LLC	44,684	40.53	36,270	51.97
Archford Capital Strategies, LLC	40,739	0.05	39,316	0.05
PFG Advisors	29,648	40.54	23,465	51.95
Mascoma Wealth Management LLC	25,407	40.54	34,225	51.98
Private Advisor Group, LLC	18,176	40.55	19,275	51.98
Brookstone Capital Management	15,991	42.27	11,988	49.22
Mayflower Financial Advisors, LLC	14,956	40.52	15,457	51.95
Global Retirement Partners, LLC	9,749	40.52	7,384	42.52
Orion Portfolio Solutions, LLC	7,029	40.55	4,839	51.87
Optimum Investment Advisors	6,270	40.51	7,045	51.95
Pinnacle Bancorp, Inc.	472	40.25	434	53.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Stillwater Capital Advisors, LLC	8,414	44,684	40.53	36,270	51.97	23.20
PFG Advisors	6,183	29,648	40.54	23,465	51.95	26.35
Brookstone Capital Management	4,003	15,991	42.27	11,988	49.22	33.39
Global Retirement Partners, LLC	2,365	9,749	40.52	7,384	42.52	32.03
Orion Portfolio Solutions, LLC	2,190	7,029	40.55	4,839	51.87	45.26
Archford Capital Strategies, LLC	1,423	40,739	0.05	39,316	0.05	3.62
Cambridge Investment Research Advisors, Inc.	1,244	52,293	40.54	51,049	51.97	2.44
Pinnacle Bancorp, Inc.	38	472	40.25	434	53.00	8.76

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Mascoma Wealth Management LLC	8,818	25,407	40.54	34,225	51.98	-25.76
Private Advisor Group, LLC	1,099	18,176	40.55	19,275	51.98	-5.70
Optimum Investment Advisors	775	6,270	40.51	7,045	51.95	-11.00
Mayflower Financial Advisors, LLC	501	14,956	40.52	15,457	51.95	-3.24

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 2 New Institutes added position

Name	Shares	PPS
Marquette Asset Management, LLC	213,466	40.54
Allworth Financial LP	546	40.29

Past Week 5 Institutes closed out their positions

Name	Shares	PPS
BerganKDV Wealth Management, LLC	1,568	51.66
Koshinski Asset Management, Inc.	583	51.46
Stonehearth Capital Management, LLC	8,124
Global Trust Asset Management, LLC	304	52.63
Gradient Investments LLC	402	52.24

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	52,293	40.54	51,049	51.97
Stillwater Capital Advisors, LLC	44,684	40.53	36,270	51.97
Archford Capital Strategies, LLC	40,739	0.05	39,316	0.05
PFG Advisors	29,648	40.54	23,465	51.95
Mascoma Wealth Management LLC	25,407	40.54	34,225	51.98
Private Advisor Group, LLC	18,176	40.55	19,275	51.98
Brookstone Capital Management	15,991	42.27	11,988	49.22
Mayflower Financial Advisors, LLC	14,956	40.52	15,457	51.95
Global Retirement Partners, LLC	9,749	40.52	7,384	42.52
Orion Portfolio Solutions, LLC	7,029	40.55	4,839	51.87
Optimum Investment Advisors	6,270	40.51	7,045	51.95
Pinnacle Bancorp, Inc.	472	40.25	434	53.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Stillwater Capital Advisors, LLC	8,414	44,684	40.53	36,270	51.97	23.20
PFG Advisors	6,183	29,648	40.54	23,465	51.95	26.35
Brookstone Capital Management	4,003	15,991	42.27	11,988	49.22	33.39
Global Retirement Partners, LLC	2,365	9,749	40.52	7,384	42.52	32.03
Orion Portfolio Solutions, LLC	2,190	7,029	40.55	4,839	51.87	45.26
Archford Capital Strategies, LLC	1,423	40,739	0.05	39,316	0.05	3.62
Cambridge Investment Research Advisors, Inc.	1,244	52,293	40.54	51,049	51.97	2.44
Pinnacle Bancorp, Inc.	38	472	40.25	434	53.00	8.76

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Mascoma Wealth Management LLC	8,818	25,407	40.54	34,225	51.98	-25.76
Private Advisor Group, LLC	1,099	18,176	40.55	19,275	51.98	-5.70
Optimum Investment Advisors	775	6,270	40.51	7,045	51.95	-11.00
Mayflower Financial Advisors, LLC	501	14,956	40.52	15,457	51.95	-3.24

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