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 356 689.00 159.02 152.64
Previous Quarter 369 669.00 159.04 157.36

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 6 74 70 1 30 24
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 5 5 36 1 15 13
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 40 0.00 0.00 0 0.00 0.00
Previous Quarter 40 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/ 1,749,136 159.04
Global Endowment Management, LP 687,821 159.04
Wooster Corthell Wealth Management, Inc. 534,164 131.81
Morgan Stanley 532,083 159.04
BancorpSouth Bank 472,059 159.04
Ancora Advisors, LLC 400,972 159.04
Envestnet Asset Management Inc 386,862 159.04
Ameriprise Financial Inc 362,399 158.89
Wells Fargo & Company/mn 320,773 159.04
Truist Financial Corp 317,035 131.81
UBS Group AG 315,434 159.04
LPL Financial LLC 310,255 159.04
New York Life Investment Management Llc 307,832 159.04
Leavell Investment Management, Inc. 294,067 159.04
Proequities, Inc. 258,731 159.04
Verus Financial Partners, Inc. 256,668 153.82
BKD Wealth Advisors, LLC 219,750 131.81
Raymond James & Associates 209,647 159.04
Raymond James Financial Services Advisors, Inc. 200,533 159.04
Summit Wealth & Retirement Planning, Inc. 190,534 159.04

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/ 1,749,136 159.04
Global Endowment Management, LP 687,821 159.04
Exchange Traded Concepts, Llc 621,465 159.04
Morgan Stanley 532,083 159.04
Wooster Corthell Wealth Management, Inc. 503,971 159.04
BancorpSouth Bank 472,059 159.04
Ancora Advisors, LLC 400,972 159.04
Envestnet Asset Management Inc 386,862 159.04
Ameriprise Financial Inc 362,399 158.89
Wells Fargo & Company/mn 320,773 159.04
UBS Group AG 315,434 159.04
LPL Financial LLC 310,255 159.04
New York Life Investment Management Llc 307,832 159.04
Truist Financial Corp 298,792 159.04
Leavell Investment Management, Inc. 294,067 159.04
Proequities, Inc. 258,731 159.04
Verus Financial Partners, Inc. 256,668 153.82
Raymond James & Associates 209,647 159.04
Raymond James Financial Services Advisors, Inc. 200,533 159.04
BKD Wealth Advisors, LLC 198,360 159.04

 

Recent Quarter Analysis

Name Shares PPS
Sawtooth Solutions, LLC 78,577 131.81
SNS Financial Group, LLC 7,195 131.76
Consolidated Capital Management, Llc 1,922 131.63
Market Street Wealth Management Advisors Llc 1,640 131.71
LeJeune Puetz Investment Counsel LLC 1,000 131.00
RWM Asset Management, LLC 42 142.86
Name Shares PPS
Homrich & Berg 50,751 152.39
Cardan Capital Partners, LLC 49,858 152.39
Harbor Financial Services, Llc 15,523 152.35
Foundations Investment Advisors, LLC 11,666 153.61
Brouwer & Janachowski, LLC 8,101 152.45
Retireful, LLC 5,413 159.06
Orser Capital Management, Llc 2,630 158.94
Carroll Financial Associates, Inc. 2,040 169.12
Advisory Alpha, LLC 1,663 158.75
Procyon Private Wealth Partners, LLC 1,562 158.77
Brinker Capital Investments, LLC 1,480 158.78
Comerica Securities,inc. 1,471 159.08
Raymond James Trust N.a. 1,419 159.27
Ameritas Investment Corp 1,416
Retirement Solution Inc. 1,374 159.39
New England Investment & Retirement Group, Inc. 1,325 152.45
Marino, Stram & Associates Llc 1,301 159.11
Annapolis Financial Services, LLC 660 159.09
Berman Capital Advisors, LLC 500 152.00
IFP Advisors, Inc 383 167.10
Sonora Investment Management, LLC 200 150.00
Future Financial Wealth Managment LLC 200 160.00
MADDEN SECURITIES Corp
Mystic Asset Management, Inc.
Paragon Capital Management Ltd
Institute for Wealth Management, LLC.
Umb Bank N A/mo
Jacobi Capital Management LLC
Edge Capital Group, LLC
Investors Financial Group, LLC
Southern Wealth Management, LLP
Clarity Financial LLC
Total Clarity Wealth Management, Inc.
Stephens Inc /ar/
Schwab Charitable Fund
StoneX Group Inc.
Hemenway Trust Co LLC
Johnson Bixby & Associates, LLC
CRA Financial Services, LLC
Neuberger Berman Group LLC
Renaissance Technologies Llc
Vanguard Group Inc
Advisor Resource Council
Allegheny Financial Group LTD
Onyx Bridge Wealth Group LLC
Pinnacle Private Wealth, LLC
Confluence Wealth Services, Inc.
Running Point Capital Advisors, LLC
Wagner Wealth Management, Llc
Wolverine Trading, Llc
Jane Street Group, Llc
Mutual Advisors, LLC
Zeit Capital LLC
Pacific Center for Financial Services
Mather Group, Llc.
BEAM Asset Management, LLC
Ibex Wealth Advisors
Strategic Blueprint, LLC
Personal Capital Advisors Corp
McIlrath & Eck, LLC
Arkadios Wealth Advisors
Galvin, Gaustad & Stein, LLC
James Reed Financial Services, Inc.
Huntington National Bank
Barclays Plc
PFG Advisors
GWM Advisors LLC
Gsa Capital Partners Llp
Capital Asset Advisory Services LLC
Betterment LLC
Peapack Gladstone Financial Corp
TD Capital Management LLC
Deutsche Bank Ag\
First Horizon Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Wooster Corthell Wealth Management, Inc. 534,164 131.81 503,971 159.04
Truist Financial Corp 317,035 131.81 298,792 159.04
BKD Wealth Advisors, LLC 219,750 131.81 198,360 159.04
Commonwealth Equity Services, Llc 152,655 131.81 152,188 159.04
MDAKX - MainStay Moderate ETF Allocation Fund Class C 122,176 144.08 115,828 159.15
Cambridge Investment Research Advisors, Inc. 99,542 131.81 101,305 159.04
MWFQX - MainStay Equity ETF Allocation Fund Class R3 97,856 144.08 81,892 159.15
MOEAX - MainStay Growth ETF Allocation Fund Class A 96,623 144.08 86,536 159.15
Capital Investment Advisors, LLC 66,309 131.81 66,749 159.04
Exchange Traded Concepts, Llc 60,530 131.80 621,465 159.04
Phillips Financial Management, Llc 55,637 131.82 56,791 159.04
HB Wealth Management, LLC 51,124 131.82 51,124 159.04
Capital Advantage, Inc. 49,757 131.80 48,530 159.04
Apella Capital, LLC 42,922 131.82 45,229 159.04
Private Advisor Group, LLC 37,732 131.80 29,751 159.05
MNERX - MainStay Conservative ETF Allocation Fund Class R3 22,816 144.07 22,361 159.16
Baker Ellis Asset Management LLC 19,386 131.80 20,586 159.04
Calton & Associates, Inc. 18,790 131.77 18,177 158.99
Stephenson National Bank & Trust 17,358 131.81 675 158.52
Bft Financial Group, Llc 16,969 131.83 28,757 159.06
Name Current Shares Current PPS Previous Shares Previous PPS
Trust Co Of Vermont 202 133.66 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wooster Corthell Wealth Management, Inc. 30,193 534,164 131.81 503,971 159.04 5.99
BKD Wealth Advisors, LLC 21,390 219,750 131.81 198,360 159.04 10.78
Truist Financial Corp 18,243 317,035 131.81 298,792 159.04 6.11
Stephenson National Bank & Trust 16,683 17,358 131.81 675 158.52 2471.56
MWFQX - MainStay Equity ETF Allocation Fund Class R3 15,964 97,856 144.08 81,892 159.15 19.49
MOEAX - MainStay Growth ETF Allocation Fund Class A 10,087 96,623 144.08 86,536 159.15 11.66
Private Advisor Group, LLC 7,981 37,732 131.80 29,751 159.05 26.83
MDAKX - MainStay Moderate ETF Allocation Fund Class C 6,348 122,176 144.08 115,828 159.15 5.48
Capital Advantage, Inc. 1,227 49,757 131.80 48,530 159.04 2.53
Wealthfront Advisers Llc 761 2,308 131.72 1,547 159.02 49.19
Calton & Associates, Inc. 613 18,790 131.77 18,177 158.99 3.37
Commonwealth Equity Services, Llc 467 152,655 131.81 152,188 159.04 0.31
MNERX - MainStay Conservative ETF Allocation Fund Class R3 455 22,816 144.07 22,361 159.16 2.03
HBW Advisory Services LLC 321 11,774 131.82 11,453 159.08 2.80
PDS Planning, Inc 254 1,528 131.54 1,274 159.34 19.94
Koshinski Asset Management, Inc. 216 2,167 1,951 158.89 11.07
Trust Co Of Vermont 202 202 133.66 0 0.00
MDNRX - MainStay Defensive ETF Allocation Fund Class R3 173 792 143.94 619 159.94 27.95
Capital Financial Planning, LLC 131 5,798 131.77 5,667 158.99 2.31
Brookstone Capital Management 118 5,617 136.02 5,499 154.39 2.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Exchange Traded Concepts, Llc 560,935 60,530 131.80 621,465 159.04 -90.26
Bft Financial Group, Llc 11,788 16,969 131.83 28,757 159.06 -40.99
Altium Wealth Management LLC 6,867 1,947 132.00 8,814 159.07 -77.91
Money Concepts Capital Corp 3,834 1,079 133.46 4,913 158.97 -78.04
Geneos Wealth Management Inc. 3,569 878 132.12 4,447 158.98 -80.26
Apella Capital, LLC 2,307 42,922 131.82 45,229 159.04 -5.10
Cambridge Investment Research Advisors, Inc. 1,763 99,542 131.81 101,305 159.04 -1.74
Orion Portfolio Solutions, LLC 1,632 2,387 131.96 4,019 158.99 -40.61
Capital Planning LLC 1,589 2,506 131.68 4,095 158.97 -38.80
Sandy Spring Bank 1,394 6,892 131.75 8,286 159.06 -16.82
Baker Ellis Asset Management LLC 1,200 19,386 131.80 20,586 159.04 -5.83
Win Advisors, Inc 1,193 478 133.89 1,671 159.19 -71.39
Phillips Financial Management, Llc 1,154 55,637 131.82 56,791 159.04 -2.03
Mjp Associates Inc /adv 966 5,641 131.71 6,607 159.07 -14.62
Signature Securities Group Corporation 888 3,871 131.75 4,759 158.86 -18.66
McAdam, LLC 481 5,903 131.80 6,384 158.99 -7.53
Capital Investment Advisors, LLC 440 66,309 131.81 66,749 159.04 -0.66
AdvisorNet Financial, Inc 400 8,088 131.80 8,488 159.05 -4.71
Stratos Wealth Partners, LTD. 292 3,121 131.69 3,413 159.10 -8.56
Hilltop Wealth Advisors, Llc 241 16,099 131.81 16,340 159.06 -1.47
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
Sawtooth Solutions, LLC 78,577 131.81
SNS Financial Group, LLC 7,195 131.76
Consolidated Capital Management, Llc 1,922 131.63
Market Street Wealth Management Advisors Llc 1,640 131.71
LeJeune Puetz Investment Counsel LLC 1,000 131.00
Name Shares PPS
Brinker Capital Investments, LLC 1,480 158.78
Comerica Securities,inc. 1,471 159.08
Retireful, LLC 5,413 159.06
Retirement Solution Inc. 1,374 159.39
Annapolis Financial Services, LLC 660 159.09
Name Current Shares Current PPS Previous Shares Previous PPS
Wooster Corthell Wealth Management, Inc. 534,164 131.81 503,971 159.04
Truist Financial Corp 317,035 131.81 298,792 159.04
BKD Wealth Advisors, LLC 219,750 131.81 198,360 159.04
Commonwealth Equity Services, Llc 152,655 131.81 152,188 159.04
Exchange Traded Concepts, Llc 60,530 131.80 621,465 159.04
Phillips Financial Management, Llc 55,637 131.82 56,791 159.04
Capital Advantage, Inc. 49,757 131.80 48,530 159.04
Baker Ellis Asset Management LLC 19,386 131.80 20,586 159.04
Brand Asset Management Group, Inc. 14,089 131.80 14,219 159.01
Matthew Goff Investment Advisor, LLC 11,304 131.81 11,304 159.06
Sandy Spring Bank 6,892 131.75 8,286 159.06
Savant Capital, LLC 6,864 131.85 6,998 159.05
Capital Financial Planning, LLC 5,798 131.77 5,667 158.99
Signature Securities Group Corporation 3,871 131.75 4,759 158.86
McElhenny Sheffield Capital Management, LLC 3,350 131.94 3,350 159.10
SOL Capital Management CO 3,321 131.89 3,321 158.99
Stratos Wealth Partners, LTD. 3,121 131.69 3,413 159.10
Pathway Financial Advisors LLC 2,555 131.90 2,555 158.90
Northstar Asset Management Llc 2,525 131.88 2,525 159.21
Capital Planning LLC 2,506 131.68 4,095 158.97
Wealthfront Advisers Llc 2,308 131.72 1,547 159.02
MAI Capital Management 2,269 131.78 2,263 159.08
Alpha Cubed Investments, LLC 2,252 131.88 2,252 158.97
First Pacific Financial 2,252 131.88 2,244 159.09
Western Wealth Management, LLC 2,227 132.02 2,226 159.03
Altium Wealth Management LLC 1,947 132.00 8,814 159.07
Von Berge Wealth Management Group, LLC 1,815 132.78 1,815 153.72
Cadence Bank Na 1,530 131.37 1,530 158.82
Money Concepts Capital Corp 1,079 133.46 4,913 158.97
Vaughan Nelson Investment Management, L.p. 905 131.49 905 159.12
Geneos Wealth Management Inc. 878 132.12 4,447 158.98
Capital Investment Advisory Services, LLC 490 132.65 489 159.51
Win Advisors, Inc 478 133.89 1,671 159.19
Macroview Investment Management Llc 262 133.59 261 160.92
Spire Wealth Management 42 119.05 41 170.73
Hexagon Capital Partners LLC 18 111.11 17 176.47
Name Current Shares Current PPS Previous Shares Previous PPS
Trust Co Of Vermont 202 133.66 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wooster Corthell Wealth Management, Inc. 30,193 534,164 131.81 503,971 159.04 5.99
BKD Wealth Advisors, LLC 21,390 219,750 131.81 198,360 159.04 10.78
Truist Financial Corp 18,243 317,035 131.81 298,792 159.04 6.11
Capital Advantage, Inc. 1,227 49,757 131.80 48,530 159.04 2.53
Wealthfront Advisers Llc 761 2,308 131.72 1,547 159.02 49.19
Commonwealth Equity Services, Llc 467 152,655 131.81 152,188 159.04 0.31
Trust Co Of Vermont 202 202 133.66 0 0.00
Capital Financial Planning, LLC 131 5,798 131.77 5,667 158.99 2.31
First Pacific Financial 8 2,252 131.88 2,244 159.09 0.36
MAI Capital Management 6 2,269 131.78 2,263 159.08 0.27
Hexagon Capital Partners LLC 1 18 111.11 17 176.47 5.88
Macroview Investment Management Llc 1 262 133.59 261 160.92 0.38
Capital Investment Advisory Services, LLC 1 490 132.65 489 159.51 0.20
Spire Wealth Management 1 42 119.05 41 170.73 2.44
Western Wealth Management, LLC 1 2,227 132.02 2,226 159.03 0.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Exchange Traded Concepts, Llc 560,935 60,530 131.80 621,465 159.04 -90.26
Altium Wealth Management LLC 6,867 1,947 132.00 8,814 159.07 -77.91
Money Concepts Capital Corp 3,834 1,079 133.46 4,913 158.97 -78.04
Geneos Wealth Management Inc. 3,569 878 132.12 4,447 158.98 -80.26
Capital Planning LLC 1,589 2,506 131.68 4,095 158.97 -38.80
Sandy Spring Bank 1,394 6,892 131.75 8,286 159.06 -16.82
Baker Ellis Asset Management LLC 1,200 19,386 131.80 20,586 159.04 -5.83
Win Advisors, Inc 1,193 478 133.89 1,671 159.19 -71.39
Phillips Financial Management, Llc 1,154 55,637 131.82 56,791 159.04 -2.03
Signature Securities Group Corporation 888 3,871 131.75 4,759 158.86 -18.66
Stratos Wealth Partners, LTD. 292 3,121 131.69 3,413 159.10 -8.56
Savant Capital, LLC 134 6,864 131.85 6,998 159.05 -1.91
Brand Asset Management Group, Inc. 130 14,089 131.80 14,219 159.01 -0.91
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