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 160 62.00 62.10 57.74
Previous Quarter 170 62.00 62.11 57.86

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 1 41 14 0 5 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 0 13 0 5 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 3,928,517 0.00 0.00 0 0.00 0.00
Previous Quarter 2,148,441 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
Bank Of America Corp /de/ 2,623,426 62.11
BlackRock Inc. 2,148,441 62.11
BlackRock Inc. 1,780,076
Richard Bernstein Advisors LLC 1,492,213 61.88
Aaron Wealth Advisors LLC 1,044,255 16.10
Ameriprise Financial Inc 1,004,301 62.09
Pictet Asset Management Sa 482,041 62.11
Morgan Stanley 240,664 62.11
Money Design Co.,Ltd. 232,620 57.82
Envestnet Asset Management Inc 204,445 62.11
LPL Financial LLC 171,884 62.11
UBS Group AG 108,722 62.11
Royal Bank Of Canada 107,788 62.11
Credit Suisse Ag/ 101,859 62.12
Fortis Advisors, LLC 97,329 45.01
Susquehanna International Group, Llp 93,190 62.11
National Bank Of Canada /fi/ 84,031 62.10
Capricorn Fund Managers Ltd 80,160 62.11
Schroder Investment Management Group 78,976 62.66
Creative Planning 75,201 62.11

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
Bank Of America Corp /de/ 2,623,426 62.11
BlackRock Inc. 2,148,441 62.11
Richard Bernstein Advisors LLC 1,492,213 61.88
Aaron Wealth Advisors LLC 1,044,255 16.10
Ameriprise Financial Inc 1,004,301 62.09
Pictet Asset Management Sa 482,041 62.11
Morgan Stanley 240,664 62.11
Money Design Co.,Ltd. 205,949 62.11
Envestnet Asset Management Inc 204,445 62.11
LPL Financial LLC 171,884 62.11
UBS Group AG 108,722 62.11
Royal Bank Of Canada 107,788 62.11
Credit Suisse Ag/ 101,859 62.12
Fortis Advisors, LLC 97,329 45.01
Susquehanna International Group, Llp 93,190 62.11
National Bank Of Canada /fi/ 84,031 62.10
Capricorn Fund Managers Ltd 80,160 62.11
Schroder Investment Management Group 78,976 62.66
Creative Planning 75,201 62.11
Banque Pictet & Cie Sa 61,550 62.11

 

Recent Quarter Analysis

Name Shares PPS
Vigilant Capital Management, LLC 285 56.14
Name Shares PPS
IFP Advisors, Inc 275 69.09
Teamwork Financial Advisors, LLC
Carroll Financial Associates, Inc.
Flagship Private Wealth, LLC
Providence Capital Advisors, LLC
Stonehage Fleming Financial Services Holdings Ltd
Koshinski Asset Management, Inc.
Advisory Services Network, LLC
Solstein Capital, LLC
Citigroup Inc
AE Wealth Management LLC
FinTrust Capital Advisors, LLC
1832 Asset Management L.P.
Cornerstone Advisory, LLC
Liberty Wealth Management Llc
Orion Portfolio Solutions, LLC
Better Money Decisions, LLC
Meeder Asset Management Inc
Mirae Asset Global Investments Co., Ltd.
Global Retirement Partners, LLC
Ibex Wealth Advisors
Capital Investment Advisory Services, LLC
Analyst IMS Investment Management Services Ltd.
Lido Advisors, LLC
Altfest L J & Co Inc
Mcdonald Partners Llc
Absolute Capital Management, LLC
Fortitude Advisory Group L.L.C.
Gerber Kawasaki Wealth & Investment Management
Ironwood Financial, llc
Kestra Advisory Services, LLC
CoreCap Advisors, LLC
Confluence Wealth Services, Inc.
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Jane Street Group, Llc
Balentine LLC
Jacobi Capital Management LLC
Snowden Capital Advisors LLC
Edmond De Rothschild Holding S.a.
Proequities, Inc.
Voya Financial Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Money Design Co.,Ltd. 232,620 57.82 205,949 62.11
Cambridge Investment Research Advisors, Inc. 45,144 57.81 9,159 62.12
Transcend Wealth Collective, Llc 31,496 57.82 23,263 62.12
McKinley Carter Wealth Services, Inc. 29,033 57.83 30,083 62.09
Calton & Associates, Inc. 13,985 57.78 14,774 62.07
SOA Wealth Advisors, LLC. 8,034 57.75 8,181 62.10
Murphy Capital Management Inc 5,500 57.82 6,435 62.00
Affiance Financial, LLC 5,060 57.91 5,060 62.06
Private Advisor Group, LLC 4,443 57.84 4,056 62.13
Wolff Wiese Magana Llc 2,412 58.04 1,771 62.11
AdvisorNet Financial, Inc 2,012 57.65 2,054 62.32
Allworth Financial LP 992 57.46 992 62.50
Exane Derivatives 611 57.28 4,271 62.05
Global Trust Asset Management, LLC 531 58.38 531 62.15
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. 35,985 45,144 57.81 9,159 62.12 392.89
Money Design Co.,Ltd. 26,671 232,620 57.82 205,949 62.11 12.95
Transcend Wealth Collective, Llc 8,233 31,496 57.82 23,263 62.12 35.39
Wolff Wiese Magana Llc 641 2,412 58.04 1,771 62.11 36.19
Private Advisor Group, LLC 387 4,443 57.84 4,056 62.13 9.54
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Exane Derivatives 3,660 611 57.28 4,271 62.05 -85.69
McKinley Carter Wealth Services, Inc. 1,050 29,033 57.83 30,083 62.09 -3.49
Murphy Capital Management Inc 935 5,500 57.82 6,435 62.00 -14.53
Calton & Associates, Inc. 789 13,985 57.78 14,774 62.07 -5.34
SOA Wealth Advisors, LLC. 147 8,034 57.75 8,181 62.10 -1.80
AdvisorNet Financial, Inc 42 2,012 57.65 2,054 62.32 -2.04
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
Money Design Co.,Ltd. 232,620 57.82 205,949 62.11
Cambridge Investment Research Advisors, Inc. 45,144 57.81 9,159 62.12
Transcend Wealth Collective, Llc 31,496 57.82 23,263 62.12
McKinley Carter Wealth Services, Inc. 29,033 57.83 30,083 62.09
Calton & Associates, Inc. 13,985 57.78 14,774 62.07
SOA Wealth Advisors, LLC. 8,034 57.75 8,181 62.10
Murphy Capital Management Inc 5,500 57.82 6,435 62.00
Affiance Financial, LLC 5,060 57.91 5,060 62.06
Private Advisor Group, LLC 4,443 57.84 4,056 62.13
Wolff Wiese Magana Llc 2,412 58.04 1,771 62.11
Allworth Financial LP 992 57.46 992 62.50
Exane Derivatives 611 57.28 4,271 62.05
Global Trust Asset Management, LLC 531 58.38 531 62.15
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. 35,985 45,144 57.81 9,159 62.12 392.89
Money Design Co.,Ltd. 26,671 232,620 57.82 205,949 62.11 12.95
Transcend Wealth Collective, Llc 8,233 31,496 57.82 23,263 62.12 35.39
Wolff Wiese Magana Llc 641 2,412 58.04 1,771 62.11 36.19
Private Advisor Group, LLC 387 4,443 57.84 4,056 62.13 9.54
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Exane Derivatives 3,660 611 57.28 4,271 62.05 -85.69
McKinley Carter Wealth Services, Inc. 1,050 29,033 57.83 30,083 62.09 -3.49
Murphy Capital Management Inc 935 5,500 57.82 6,435 62.00 -14.53
Calton & Associates, Inc. 789 13,985 57.78 14,774 62.07 -5.34
SOA Wealth Advisors, LLC. 147 8,034 57.75 8,181 62.10 -1.80
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