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 21 38.00 38.74 38.13
Previous Quarter 22 41.00 38.76 38.14

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 6 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 1 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
Tower Research Capital LLC (TRC) 28,960 38.74
Citadel Advisors Llc 19,937 38.77
Commonwealth Equity Services, Llc 12,155 38.75
Weaver Consulting Group 11,544 38.72
International Assets Investment Management, Llc 11,172 32.76
Sloy Dahl & Holst, LLC 6,600 38.79
Advisor Group Holdings, Inc. 5,480 38.87
Castleview Partners, Llc 3,240 38.58
Ballast Advisors Llc 2,937 38.82
Signaturefd, Llc 1,550 38.71
Carolina Wealth Advisors, LLC 420 38.10
Harbour Investments, Inc. 350 45.71
UBS Group AG 94 42.55
Bogart Wealth, LLC 55 36.36
AdvisorNet Financial, Inc 50 20.00
Valley National Advisers Inc 13
Wedbush Securities Inc 0
Proequities, Inc. 0
National Asset Management, Inc. 0
Jaffetilchin Investment Partners, LLC 0

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
Tower Research Capital LLC (TRC) 28,960 38.74
Citadel Advisors Llc 19,937 38.77
Commonwealth Equity Services, Llc 12,155 38.75
Weaver Consulting Group 11,544 38.72
International Assets Investment Management, Llc 11,172 32.76
Sloy Dahl & Holst, LLC 6,600 38.79
Advisor Group Holdings, Inc. 5,480 38.87
Castleview Partners, Llc 3,240 38.58
Ballast Advisors Llc 2,937 38.82
Signaturefd, Llc 1,550 38.71
Carolina Wealth Advisors, LLC 420 38.10
Harbour Investments, Inc. 350 45.71
UBS Group AG 94 42.55
Bogart Wealth, LLC 55 36.36
AdvisorNet Financial, Inc 50 40.00
Valley National Advisers Inc 13 76.92
Wedbush Securities Inc 0
Proequities, Inc. 0
Sanders Morris Harris Llc 0
National Asset Management, Inc. 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Sanders Morris Harris Llc
Proequities, Inc.
National Asset Management, Inc.
Wedbush Securities Inc
Jaffetilchin Investment Partners, LLC
Captrust Financial Advisors
Name Current Shares Current PPS Previous Shares Previous PPS
AdvisorNet Financial, Inc 50 20.00 50 40.00
Valley National Advisers Inc 13 13 76.92
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
Valley National Advisers Inc 13 13 76.92
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