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 31 54.00 57.03 56.37
Previous Quarter 39 55.00 57.03 56.12

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 18 2 0 0 1
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 2 0 0 1
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
Jane Street Group, Llc 24,676 57.06
Susquehanna International Group, Llp 23,300 57.04
Susquehanna International Group, Llp 20,311 57.06
Toth Financial Advisory Corp 20,008 57.03
Traynor Capital Management, Inc. 11,017 57.00
Virtu Financial LLC 10,785 57.02
Flow Traders U.s. Llc 8,090 69.59
Howard Financial Services, Ltd. 8,000 32.00
Jane Street Group, Llc 6,800 57.06
Citadel Advisors Llc 6,207 57.03
Retirement Planning Co of New England, Inc. 5,975 56.90
Susquehanna International Group, Llp 5,400 57.04
Two Sigma Securities, Llc 3,821 57.05
UBS Group AG 690 56.52
Tower Research Capital LLC (TRC) 612 57.19
Spire Wealth Management 200 30.00
Bank Of America Corp /de/ 140 57.14
Cutler Group LP 100
Northwestern Mutual Wealth Management Co 18 55.56
Jpmorgan Chase & Co 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
Jane Street Group, Llc 24,676 57.06
Susquehanna International Group, Llp 23,300 57.04
Susquehanna International Group, Llp 20,311 57.06
Toth Financial Advisory Corp 20,008 57.03
Traynor Capital Management, Inc. 11,017 57.00
Virtu Financial LLC 10,785 57.02
JJJ Advisors Inc. 8,546 27.85
Flow Traders U.s. Llc 8,090 69.59
Howard Financial Services, Ltd. 8,000 57.00
Jane Street Group, Llc 6,800 57.06
Citadel Advisors Llc 6,207 57.03
Retirement Planning Co of New England, Inc. 5,975 56.90
Susquehanna International Group, Llp 5,400 57.04
Two Sigma Securities, Llc 3,821 57.05
Spire Wealth Management 1,220 57.38
Carroll Financial Associates, Inc. 934 68.52
UBS Group AG 690 56.52
Tower Research Capital LLC (TRC) 612 57.19
Wolff Wiese Magana Llc 552 27.17
Bank Of America Corp /de/ 140 57.14

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Jane Street Group, Llc 24,676 57.06
JJJ Advisors Inc. 8,546 27.85
Carroll Financial Associates, Inc. 934 68.52
Wolff Wiese Magana Llc 552 27.17
Barclays Plc
Creative Planning
Advisor Group Holdings, Inc.
Qube Research & Technologies Ltd
Laurel Wealth Advisors, Inc.
Institutional & Family Asset Management, Llc
Arkadios Wealth Advisors
Bullseye Investment Management, LLC
Proequities, Inc.
Harvest Investment Services, LLC
Summit Trail Advisors, Llc
Founders Financial Alliance, LLC
Jpmorgan Chase & Co
Wells Fargo & Company/mn
Name Current Shares Current PPS Previous Shares Previous PPS
Howard Financial Services, Ltd. 8,000 32.00 8,000 57.00
Spire Wealth Management 200 30.00 1,220 57.38
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
Spire Wealth Management 1,020 200 30.00 1,220 57.38 -83.61
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
Howard Financial Services, Ltd. 8,000 32.00 8,000 57.00
Spire Wealth Management 200 30.00 1,220 57.38
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
Spire Wealth Management 1,020 200 30.00 1,220 57.38 -83.61
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