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	199	40.00	40.30	40.02
Previous Quarter	210	298.00	40.30	51.49

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	53	13	2	6	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	1	1	12	1	5	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	89	0.00	0.00	0	0.00	0.00
Previous Quarter	89	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
Creative Planning	3,224,000	40.30
Morgan Stanley	2,075,718	40.30
UBS Group AG	819,909	40.30
Bank Of America Corp /de/	639,547	40.30
Bard Financial Services, Inc.	613,921	36.87
Wells Fargo & Company/mn	567,986	40.30
Envestnet Asset Management Inc	530,729	40.30
Evergreen Capital Management Llc	474,375	40.30
McGowan Group Asset Management, Inc.	450,248	40.30
LPL Financial LLC	351,561	40.30
Millennium Management Llc	275,243	40.30
Almanack Investment Partners, LLC.	246,999	40.30
Raymond James & Associates	241,043	40.30
Gradient Investments LLC	236,812	36.87
Advisors Management Group Inc /adv	227,099	40.30
Golden Green, Inc.	221,880	36.87
Breiter Capital Management Inc	218,617	40.30
Royal Bank Of Canada	214,995	40.30
GPIGX - GuidePath(R) Growth and Income Fund	210,135	40.30
Assetmark, Inc	209,973	40.30

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
Creative Planning	3,224,000	40.30
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF	2,252,090	37.09
Morgan Stanley	2,075,718	40.30
UBS Group AG	819,909	40.30
Bank Of America Corp /de/	639,547	40.30
Bard Financial Services, Inc.	590,837	40.30
Wells Fargo & Company/mn	567,986	40.30
Envestnet Asset Management Inc	530,729	40.30
Evergreen Capital Management Llc	474,375	40.30
McGowan Group Asset Management, Inc.	450,248	40.30
LPL Financial LLC	351,561	40.30
Millennium Management Llc	275,243	40.30
Almanack Investment Partners, LLC.	246,999	40.30
Raymond James & Associates	241,043	40.30
Advisors Management Group Inc /adv	227,099	40.30
Breiter Capital Management Inc	218,617	40.30
Golden Green, Inc.	217,412	40.30
Royal Bank Of Canada	214,995	40.30
GPIGX - GuidePath(R) Growth and Income Fund	210,135	40.30
Assetmark, Inc	209,973	40.30

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
SFG Wealth Management, LLC.	57,127	36.87
Budros, Ruhlin & Roe, Inc.	0

Recent Quarter 53 Institutes closed out their positions

Name	Shares	PPS
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF	2,252,090	37.09
Citadel Advisors Llc	24,400	40.29
Herold Advisors, Inc.	5,000	40300.00
AdvisorNet Financial, Inc	333	39.04
Carroll Financial Associates, Inc.	179	33.52
Parallel Advisors, LLC	71	42.25
Budros, Ruhlin & Roe, Inc.
Susquehanna International Group, Llp
Coulter & Justus Financial Services, LLC
Annandale Capital, LLC
IHT Wealth Management, LLC
Pfs Investments Inc.
Mutual Advisors, LLC
Strategic Blueprint, LLC
M&t Bank Corp
Lakeview Capital Partners, LLC
Elmwood Wealth Management, Inc.
Healthcare Of Ontario Pension Plan Trust Fund
Harbour Investments, Inc.
Madison Asset Management, LLC
Goldman Sachs Group Inc
Taylor, Cottrill, Erickson & Associates, Inc.
Rational Advisors Llc
CoreCap Advisors, LLC
Liberty Wealth Management Llc
Barnett & Company, Inc.
Cavalier Investments, LLC
Deutsche Bank Ag\
Cresset Asset Management, LLC
Dynamic Advisor Solutions LLC
Signet Financial Management, Llc
CVA Family Office, LLC
Gerber Kawasaki Wealth & Investment Management
First Horizon Advisors, Inc.
Econ Financial Services Corp
IFP Advisors, Inc
Huntington National Bank
Manning & Napier Group, LLC
Comprehensive Financial Consultants Institutional, Inc.
Meeder Asset Management Inc
Fsb Premier Wealth Management, Inc.
Pring Turner Capital Group Inc
Graves-Light Private Wealth Management, Inc.
Koss-Olinger Consulting, LLC
Flow Traders U.s. Llc
Old Mission Capital Llc
Running Point Capital Advisors, LLC
Colony Group Llc
Wolverine Trading, Llc
Allegheny Financial Group LTD
Semmax Financial Advisors Inc.
Johnson Financial Group, Inc.
Edge Wealth Management LLC

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bard Financial Services, Inc.	613,921	36.87	590,837	40.30
Gradient Investments LLC	236,812	36.87	3,273	40.33
Golden Green, Inc.	221,880	36.87	217,412	40.30
Greenspring Advisors, LLC	121,151	36.94	121,577	40.30
Rockland Trust Co	79,310	36.87	95,200	40.30
Wbh Advisory Inc	41,663	37.32	35,822	41.29
Private Advisor Group, LLC	30,136	36.87	28,291	40.30
Cambridge Investment Research Advisors, Inc.	15,739	36.85	18,420	40.28
Spectrum Asset Management, Inc. (NB/CA)	15,357	36.86	15,357	40.31
Friedenthal Financial	14,734	36.85	16,533	40.28
Flagship Harbor Advisors, Llc	9,750	36.82	10,250	40.29
Adams Asset Advisors, LLC	6,599	36.82	6,599	40.16
Allworth Financial LP	448	37.95	448	40.18

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
TASHX - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A	77,241	40.35	77,241	38.80
Global Retirement Partners, LLC	18,758	36.89	0

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Gradient Investments LLC	233,539	236,812	36.87	3,273	40.33	7135.32
Bard Financial Services, Inc.	23,084	613,921	36.87	590,837	40.30	3.91
Global Retirement Partners, LLC	18,758	18,758	36.89	0		0.00
Wbh Advisory Inc	5,841	41,663	37.32	35,822	41.29	16.31
Golden Green, Inc.	4,468	221,880	36.87	217,412	40.30	2.06
Private Advisor Group, LLC	1,845	30,136	36.87	28,291	40.30	6.52

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Rockland Trust Co	15,890	79,310	36.87	95,200	40.30	-16.69
Cambridge Investment Research Advisors, Inc.	2,681	15,739	36.85	18,420	40.28	-14.55
Friedenthal Financial	1,799	14,734	36.85	16,533	40.28	-10.88
Flagship Harbor Advisors, Llc	500	9,750	36.82	10,250	40.29	-4.88
Greenspring Advisors, LLC	426	121,151	36.94	121,577	40.30	-0.35

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
SFG Wealth Management, LLC.	57,127	36.87

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	5,000	40300.00

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	236,812	36.87	3,273	40.33
Golden Green, Inc.	221,880	36.87	217,412	40.30
Greenspring Advisors, LLC	121,151	36.94	121,577	40.30
Rockland Trust Co	79,310	36.87	95,200	40.30
Wbh Advisory Inc	41,663	37.32	35,822	41.29
Private Advisor Group, LLC	30,136	36.87	28,291	40.30
Cambridge Investment Research Advisors, Inc.	15,739	36.85	18,420	40.28
Spectrum Asset Management, Inc. (NB/CA)	15,357	36.86	15,357	40.31
Friedenthal Financial	14,734	36.85	16,533	40.28
Flagship Harbor Advisors, Llc	9,750	36.82	10,250	40.29
Adams Asset Advisors, LLC	6,599	36.82	6,599	40.16
Allworth Financial LP	448	37.95	448	40.18

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	18,758	36.89	0

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Gradient Investments LLC	233,539	236,812	36.87	3,273	40.33	7135.32
Global Retirement Partners, LLC	18,758	18,758	36.89	0		0.00
Wbh Advisory Inc	5,841	41,663	37.32	35,822	41.29	16.31
Golden Green, Inc.	4,468	221,880	36.87	217,412	40.30	2.06
Private Advisor Group, LLC	1,845	30,136	36.87	28,291	40.30	6.52

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Rockland Trust Co	15,890	79,310	36.87	95,200	40.30	-16.69
Cambridge Investment Research Advisors, Inc.	2,681	15,739	36.85	18,420	40.28	-14.55
Friedenthal Financial	1,799	14,734	36.85	16,533	40.28	-10.88
Flagship Harbor Advisors, Llc	500	9,750	36.82	10,250	40.29	-4.88
Greenspring Advisors, LLC	426	121,151	36.94	121,577	40.30	-0.35

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