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 62 34.00 36.40 33.91
Previous Quarter 67 36.00 36.43 35.38

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 22 9 1 2 5
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 8 0 0 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 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
Bank Of America Corp /de/ 353,644 36.44
Morgan Stanley 294,965 36.44
Raymond James Financial Services Advisors, Inc. 130,099 36.44
HBW Advisory Services LLC 96,406 25.99
LPL Financial LLC 54,129 36.43
Golden State Wealth Management, LLC 48,992 36.43
Change Path, LLC 48,037 36.43
Stratos Wealth Partners, LTD. 46,279 25.99
Personal Cfo Solutions, Llc 32,524 36.43
Commonwealth Equity Services, Llc 32,148 25.97
Banco Santander, S.A. 25,380 36.33
Archford Capital Strategies, LLC 25,032 0.04
Royal Bank Of Canada 23,736 36.44
Csenge Advisory Group 18,136 0.06
Cetera Investment Advisers 17,511 36.43
Susquehanna International Group, Llp 16,174 36.42
Envestnet Asset Management Inc 16,086 36.43
Advisor Group Holdings, Inc. 14,495 42.57
Flow Traders U.s. Llc 13,261 36.42
Wealth Management Resources, Inc. 10,431 25.98

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/ 353,644 36.44
Morgan Stanley 294,965 36.44
Raymond James Financial Services Advisors, Inc. 130,099 36.44
LPL Financial LLC 54,129 36.43
Golden State Wealth Management, LLC 48,992 36.43
Change Path, LLC 48,037 36.43
Stratos Wealth Partners, LTD. 47,393 36.44
Commonwealth Equity Services, Llc 38,111 36.42
Personal Cfo Solutions, Llc 32,524 36.43
Banco Santander, S.A. 25,380 36.33
Archford Capital Strategies, LLC 24,717 0.04
Royal Bank Of Canada 23,736 36.44
Csenge Advisory Group 18,136 0.06
Cetera Investment Advisers 17,511 36.43
Susquehanna International Group, Llp 16,174 36.42
Envestnet Asset Management Inc 16,086 36.43
Advisory Alpha, LLC 15,781 42.96
Advisor Group Holdings, Inc. 14,495 42.57
Flow Traders U.s. Llc 13,261 36.42
Wealth Management Resources, Inc. 10,431 36.43

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 25 40.00
Name Shares PPS
Advisory Alpha, LLC 15,781 42.96
IFP Advisors, Inc 973 41.11
Global Retirement Partners, LLC 200 25.00
Strategic Asset Management, LLC 100 40.00
Apella Capital, LLC
Fermata Advisors, LLC
Cambridge Investment Research Advisors, Inc.
Carroll Financial Associates, Inc.
V Wealth Advisors LLC
Gerber Kawasaki Wealth & Investment Management
Jane Street Group, Llc
Quantitative Advantage, LLC
Cetera Advisor Networks LLC
Sowell Financial Services LLC
Mutual Advisors, LLC
Snowden Capital Advisors LLC
Insight Advisors, LLC/ PA
Mirae Asset Global Investments Co., Ltd.
Raymond James & Associates
All Season Financial Advisors, Inc.
Proequities, Inc.
Colony Group Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Stratos Wealth Partners, LTD. 46,279 25.99 47,393 36.44
Commonwealth Equity Services, Llc 32,148 25.97 38,111 36.42
Archford Capital Strategies, LLC 25,032 0.04 24,717 0.04
Wealth Management Resources, Inc. 10,431 25.98 10,431 36.43
Capital Investment Advisory Services, LLC 1,594 25.72 1,594 36.39
GPS Wealth Strategies Group, LLC 500 26.00 500 36.00
Lakeview Capital Partners, LLC 350 25.71 450 35.56
Macroview Investment Management Llc 250 28.00 1,249 36.83
Spire Wealth Management 68 29.41 136 36.76
Name Current Shares Current PPS Previous Shares Previous PPS
HBW Advisory Services LLC 96,406 25.99 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
HBW Advisory Services LLC 96,406 96,406 25.99 0 0.00
Archford Capital Strategies, LLC 315 25,032 0.04 24,717 0.04 1.27
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 5,963 32,148 25.97 38,111 36.42 -15.65
Stratos Wealth Partners, LTD. 1,114 46,279 25.99 47,393 36.44 -2.35
Macroview Investment Management Llc 999 250 28.00 1,249 36.83 -79.98
Lakeview Capital Partners, LLC 100 350 25.71 450 35.56 -22.22
Spire Wealth Management 68 68 29.41 136 36.76 -50.00
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
Stratos Wealth Partners, LTD. 46,279 25.99 47,393 36.44
Commonwealth Equity Services, Llc 32,148 25.97 38,111 36.42
Wealth Management Resources, Inc. 10,431 25.98 10,431 36.43
Capital Investment Advisory Services, LLC 1,594 25.72 1,594 36.39
GPS Wealth Strategies Group, LLC 500 26.00 500 36.00
Lakeview Capital Partners, LLC 350 25.71 450 35.56
Macroview Investment Management Llc 250 28.00 1,249 36.83
Spire Wealth Management 68 29.41 136 36.76
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
Commonwealth Equity Services, Llc 5,963 32,148 25.97 38,111 36.42 -15.65
Stratos Wealth Partners, LTD. 1,114 46,279 25.99 47,393 36.44 -2.35
Macroview Investment Management Llc 999 250 28.00 1,249 36.83 -79.98
Lakeview Capital Partners, LLC 100 350 25.71 450 35.56 -22.22
Spire Wealth Management 68 68 29.41 136 36.76 -50.00
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