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	309	362.00	74.20	72.11
Previous Quarter	328	354.00	74.21	73.31

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	31	1	13	15
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	1	5	26	1	13	11
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	52	0.00	0.00	0	0.00	0.00
Previous Quarter	52	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.	4,084,945	74.21
LPL Financial LLC	646,583	74.21
Financial Advisory Service, Inc.	556,540	74.21
NorthRock Partners, LLC	512,091	74.21
Envestnet Asset Management Inc	481,703	74.21
Mercer Global Advisors Inc /adv	404,515	74.21
Stifel Financial Corp	386,493	74.21
Wellspring Financial Advisors, LLC	382,783	3.90
Advisor Group Holdings, Inc.	365,988	69.84
AE Wealth Management LLC	357,342	74.21
McAdam, LLC	325,982	60.96
Klingman & Associates, LLC	288,166	74.21
Ameriprise Financial Inc	278,411	74.20
First National Trust Co	201,586	74.21
Benjamin F. Edwards & Company, Inc.	197,144	74.21
GHP Investment Advisors, Inc.	196,672	74.21
HighTower Advisors, LLC	180,212	74.19
KWB Wealth	178,348	81.53
Signet Financial Management, Llc	165,045	74.21
Quest Capital Management Inc /adv	154,751	81.53

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.	4,084,945	74.21
LPL Financial LLC	646,583	74.21
Financial Advisory Service, Inc.	556,540	74.21
NorthRock Partners, LLC	512,091	74.21
Envestnet Asset Management Inc	481,703	74.21
Mercer Global Advisors Inc /adv	404,515	74.21
Stifel Financial Corp	386,493	74.21
Wellspring Financial Advisors, LLC	382,783	3.90
Advisor Group Holdings, Inc.	365,988	69.84
AE Wealth Management LLC	357,342	74.21
McAdam, LLC	343,211	74.21
Klingman & Associates, LLC	288,166	74.21
Ameriprise Financial Inc	278,411	74.20
First National Trust Co	201,586	74.21
Benjamin F. Edwards & Company, Inc.	197,144	74.21
GHP Investment Advisors, Inc.	196,672	74.21
HighTower Advisors, LLC	180,212	74.19
KWB Wealth	178,348	81.53
Signet Financial Management, Llc	165,045	74.21
Quest Capital Management Inc /adv	154,751	81.53

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Farmer Steven Patrick	65,503	60.96
Oak Asset Management, LLC	26,633	60.98

Recent Quarter 68 Institutes closed out their positions

Name	Shares	PPS
Harborview Advisors, LLC	58,019	75.65
Foundations Investment Advisors, LLC	31,345	72.01
Calton & Associates, Inc.	12,901	74.18
IFP Advisors, Inc	10,864	82.01
Ameritas Investment Corp	3,262
Covenant Multifamily Offices, LLC	2,953	75.86
Harrison & Co Wealth Management, LLC	2,900	74.14
626 Financial, LLC	2,777	74.18
First Heartland Consultants, Inc.	2,747	73.90
Heritage Wealth Management, Llc	1,554	75.93
Parallel Advisors, LLC	1,336	75.60
Carroll Financial Associates, Inc.	802	81.05
Prentice Wealth Management LLC	181	77.35
Strategic Asset Management, LLC	82	73.17
Bbva Usa	25	80.00
Acorn Financial Advisory Services Inc /adv
Flagship Harbor Advisors, Llc
Barclays Plc
Assetmark, Inc
Optimum Investment Advisors
Resource Management, LLC
GWM Advisors LLC
First Horizon Advisors, Inc.
West Branch Capital LLC
Patriot Financial Group Insurance Agency, LLC
Johnson Midwest Financial, LLC
Level Financial Advisors, Inc.
Duncker Streett & Co Inc
First Pacific Financial
Flow Traders U.s. Llc
SOL Capital Management CO
Guardian Wealth Advisors, Llc / Nc
Wealthcare Advisory Partners LLC
Strategic Blueprint, LLC
Capital Advisors, Ltd. LLC
Aptus Capital Advisors, LLC
Orion Portfolio Solutions, LLC
Tradewinds Capital Management, LLC
Ambassador Advisors, LLC
Prudential Financial Inc
Sterling Financial Planning, Inc.
Capital Analysts, Inc.
Plante Moran Financial Advisors, LLC
Level Four Advisory Services, Llc
Janney Montgomery Scott LLC
Johnson Financial Group, Inc.
Vickerman Investment Advisors, Inc.
Advisor Resource Council
CX Institutional
Jane Street Group, Llc
CoreCap Advisors, LLC
Financial Management Professionals, Inc.
Premier Asset Management Llc
Smith Anglin Financial, LLC
Huntington National Bank
Simplex Trading, Llc
Almanack Investment Partners, LLC.
Lincoln National Corp
Flagship Private Wealth, LLC
Total Clarity Wealth Management, Inc.
IFS Advisors, LLC
Csenge Advisory Group
Asset Dedication, LLC
Ferris Capital, Llc
Cordasco Financial Network
Burt Wealth Advisors
Renaissance Technologies Llc
AlphaStar Capital Management, LLC

Recent Quarter 31 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
McAdam, LLC	325,982	60.96	343,211	74.21
Diligent Investors, LLC	102,566	60.96	102,515	74.21
Clarus Wealth Advisors	82,994	62.00	84,246	71.56
Miracle Mile Advisors, LLC	79,957	60.96	70,924	74.21
Confluence Investment Management Llc	65,503	60.96	119,449	74.21
Koss-Olinger Consulting, LLC	63,182	60.97	66,741	74.21
Cambridge Investment Research Advisors, Inc.	55,334	60.96	56,523	74.22
Signature Estate & Investment Advisors Llc	53,977	60.97	50,941	74.22
Private Advisor Group, LLC	50,513	60.95	43,273	74.20
Koshinski Asset Management, Inc.	47,978	0.06	47,709	74.22
Ford Financial Group, LLC	36,617	60.96	11,787	74.15
Vista Private Wealth Partners. LLC	29,297	61.54	28,778	74.71
Cooper Financial Group	22,054	60.94	20,693	74.23
Centennial Wealth Advisory LLC	16,359	60.95	18,048	74.19
PFG Advisors	13,945	60.95	14,843	74.24
Connecticut Wealth Management, LLC	12,340	60.94	12,340	74.23
Krilogy Financial LLC	11,908	60.97	12,830	74.20
Pure Financial Advisors, Inc.	11,756	60.99	13,031	74.21
YHB Investment Advisors, Inc.	11,444	60.99	11,329	74.23
Wipfli Financial Advisors Llc,	11,376	60.92	16,463	74.23

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Pinnacle Bancorp, Inc.	207	62.80	0

Recent Quarter 13 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Ford Financial Group, LLC	24,830	36,617	60.96	11,787	74.15	210.66
Miracle Mile Advisors, LLC	9,033	79,957	60.96	70,924	74.21	12.74
Private Advisor Group, LLC	7,240	50,513	60.95	43,273	74.20	16.73
Signature Estate & Investment Advisors Llc	3,036	53,977	60.97	50,941	74.22	5.96
Cooper Financial Group	1,361	22,054	60.94	20,693	74.23	6.58
Tsfg, Llc	1,000	1,399	60.76	399	75.19	250.63
Allworth Financial LP	829	1,174	61.33	345	75.36	240.29
Vista Private Wealth Partners. LLC	519	29,297	61.54	28,778	74.71	1.80
Koshinski Asset Management, Inc.	269	47,978	0.06	47,709	74.22	0.56
Pinnacle Bancorp, Inc.	207	207	62.80	0		0.00
YHB Investment Advisors, Inc.	115	11,444	60.99	11,329	74.23	1.02
Global Retirement Partners, LLC	78	2,750	61.09	2,672	63.62	2.92
Diligent Investors, LLC	51	102,566	60.96	102,515	74.21	0.05

Recent Quarter 15 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Confluence Investment Management Llc	53,946	65,503	60.96	119,449	74.21	-45.16
McAdam, LLC	17,229	325,982	60.96	343,211	74.21	-5.02
Wipfli Financial Advisors Llc,	5,087	11,376	60.92	16,463	74.23	-30.90
Koss-Olinger Consulting, LLC	3,559	63,182	60.97	66,741	74.21	-5.33
Arkadios Wealth Advisors	2,934	5,125		8,059	0.12	-36.41
Centennial Wealth Advisory LLC	1,689	16,359	60.95	18,048	74.19	-9.36
Pure Financial Advisors, Inc.	1,275	11,756	60.99	13,031	74.21	-9.78
Clarus Wealth Advisors	1,252	82,994	62.00	84,246	71.56	-1.49
Cambridge Investment Research Advisors, Inc.	1,189	55,334	60.96	56,523	74.22	-2.10
Krilogy Financial LLC	922	11,908	60.97	12,830	74.20	-7.19
PFG Advisors	898	13,945	60.95	14,843	74.24	-6.05
IVC Wealth Advisors LLC	813	4,412	60.97	5,225	74.26	-15.56
HB Wealth Management, LLC	40	3,546	60.91	3,586	74.18	-1.12
John W. Brooker & Co., CPAs	30	4,909	60.91	4,939	74.10	-0.61
AdvisorNet Financial, Inc	19	420	61.90	439	75.17	-4.33

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 1 New Institutes added position

Name	Shares	PPS
Oak Asset Management, LLC	26,633	60.98

Past Week 5 Institutes closed out their positions

Name	Shares	PPS
626 Financial, LLC	2,777	74.18
Strategic Asset Management, LLC	82	73.17
Calton & Associates, Inc.	12,901	74.18
Harrison & Co Wealth Management, LLC	2,900	74.14
First Heartland Consultants, Inc.	2,747	73.90

Past Week 26 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
McAdam, LLC	325,982	60.96	343,211	74.21
Diligent Investors, LLC	102,566	60.96	102,515	74.21
Clarus Wealth Advisors	82,994	62.00	84,246	71.56
Miracle Mile Advisors, LLC	79,957	60.96	70,924	74.21
Confluence Investment Management Llc	65,503	60.96	119,449	74.21
Cambridge Investment Research Advisors, Inc.	55,334	60.96	56,523	74.22
Signature Estate & Investment Advisors Llc	53,977	60.97	50,941	74.22
Private Advisor Group, LLC	50,513	60.95	43,273	74.20
Koshinski Asset Management, Inc.	47,978	0.06	47,709	74.22
Ford Financial Group, LLC	36,617	60.96	11,787	74.15
Vista Private Wealth Partners. LLC	29,297	61.54	28,778	74.71
Cooper Financial Group	22,054	60.94	20,693	74.23
Centennial Wealth Advisory LLC	16,359	60.95	18,048	74.19
PFG Advisors	13,945	60.95	14,843	74.24
Connecticut Wealth Management, LLC	12,340	60.94	12,340	74.23
Krilogy Financial LLC	11,908	60.97	12,830	74.20
YHB Investment Advisors, Inc.	11,444	60.99	11,329	74.23
Schneider Downs Wealth Management Advisors, LP	8,319	60.94	8,319	74.17
Arkadios Wealth Advisors	5,125		8,059	0.12
John W. Brooker & Co., CPAs	4,909	60.91	4,939	74.10
IVC Wealth Advisors LLC	4,412	60.97	5,225	74.26
HB Wealth Management, LLC	3,546	60.91	3,586	74.18
BerganKDV Wealth Management, LLC	2,947	61.08	2,947	74.31
Global Retirement Partners, LLC	2,750	61.09	2,672	63.62
Tsfg, Llc	1,399	60.76	399	75.19
Allworth Financial LP	1,174	61.33	345	75.36

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Pinnacle Bancorp, Inc.	207	62.80	0

Past Week 13 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Ford Financial Group, LLC	24,830	36,617	60.96	11,787	74.15	210.66
Miracle Mile Advisors, LLC	9,033	79,957	60.96	70,924	74.21	12.74
Private Advisor Group, LLC	7,240	50,513	60.95	43,273	74.20	16.73
Signature Estate & Investment Advisors Llc	3,036	53,977	60.97	50,941	74.22	5.96
Cooper Financial Group	1,361	22,054	60.94	20,693	74.23	6.58
Tsfg, Llc	1,000	1,399	60.76	399	75.19	250.63
Allworth Financial LP	829	1,174	61.33	345	75.36	240.29
Vista Private Wealth Partners. LLC	519	29,297	61.54	28,778	74.71	1.80
Koshinski Asset Management, Inc.	269	47,978	0.06	47,709	74.22	0.56
Pinnacle Bancorp, Inc.	207	207	62.80	0		0.00
YHB Investment Advisors, Inc.	115	11,444	60.99	11,329	74.23	1.02
Global Retirement Partners, LLC	78	2,750	61.09	2,672	63.62	2.92
Diligent Investors, LLC	51	102,566	60.96	102,515	74.21	0.05

Past Week 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Confluence Investment Management Llc	53,946	65,503	60.96	119,449	74.21	-45.16
McAdam, LLC	17,229	325,982	60.96	343,211	74.21	-5.02
Arkadios Wealth Advisors	2,934	5,125		8,059	0.12	-36.41
Centennial Wealth Advisory LLC	1,689	16,359	60.95	18,048	74.19	-9.36
Clarus Wealth Advisors	1,252	82,994	62.00	84,246	71.56	-1.49
Cambridge Investment Research Advisors, Inc.	1,189	55,334	60.96	56,523	74.22	-2.10
Krilogy Financial LLC	922	11,908	60.97	12,830	74.20	-7.19
PFG Advisors	898	13,945	60.95	14,843	74.24	-6.05
IVC Wealth Advisors LLC	813	4,412	60.97	5,225	74.26	-15.56
HB Wealth Management, LLC	40	3,546	60.91	3,586	74.18	-1.12
John W. Brooker & Co., CPAs	30	4,909	60.91	4,939	74.10	-0.61

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