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 394 743.00 74.70 185.66
Previous Quarter 420 736.00 74.70 186.69

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 5 86 28 0 13 11
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 3 22 0 12 8
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 564,564 0.00 0.00 0 0.00 0.00
Previous Quarter 564,564 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/ 6,074,080 74.70
Morgan Stanley 4,825,045 74.70
Raymond James Financial Services Advisors, Inc. 2,681,264 74.70
LPL Financial LLC 2,413,709 74.70
Resources Investment Advisors, LLC. 1,820,345 74.70
Raymond James & Associates 1,580,565 74.70
Ameriprise Financial Inc 1,508,720 74.70
Wells Fargo & Company/mn 1,397,482 74.70
Commonwealth Equity Services, Llc 1,017,320 74.70
JNBA Financial Advisors 780,581 74.70
UBS Group AG 667,454 74.70
Advisor Group Holdings, Inc. 598,568 69.53
Sfmg, Llc 591,524 74.70
Northwestern Mutual Wealth Management Co 586,638 74.70
BlackRock Inc. 564,564 76.11
Thrivent Financial For Lutherans 542,783 74.70
Kelman-Lazarov, Inc. 516,085 74.70
Ttp Investments, Inc. 498,478 74.70
Brookstone Capital Management 401,858 66.03
GeoWealth Management, LLC 384,852 74.70

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/ 6,074,080 74.70
Morgan Stanley 4,825,045 74.70
Raymond James Financial Services Advisors, Inc. 2,681,264 74.70
LPL Financial LLC 2,413,709 74.70
Resources Investment Advisors, LLC. 1,820,345 74.70
Raymond James & Associates 1,580,565 74.70
Ameriprise Financial Inc 1,508,720 74.70
Wells Fargo & Company/mn 1,397,482 74.70
Commonwealth Equity Services, Llc 1,017,320 74.70
JNBA Financial Advisors 780,581 74.70
UBS Group AG 667,454 74.70
Advisor Group Holdings, Inc. 598,568 69.53
Sfmg, Llc 591,524 74.70
Northwestern Mutual Wealth Management Co 586,638 74.70
BlackRock Inc. 564,564 76.11
Thrivent Financial For Lutherans 542,783 74.70
Kelman-Lazarov, Inc. 516,085 74.70
Ttp Investments, Inc. 498,478 74.70
Brookstone Capital Management 441,939 73.14
GeoWealth Management, LLC 384,852 74.70

 

Recent Quarter Analysis

Name Shares PPS
Alaska Permanent Capital Management 362,831 63.73
APCM Wealth Management for Individuals 165,875 63.73
BKA Wealth Consulting, Inc. 92,416 63.73
YHB Investment Advisors, Inc. 7,601 63.68
John W. Brooker & Co., CPAs 2,928 63.87
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 198,300 73.25
CLACX - CLS Global Aggressive Equity Fund Class N Shares 180,000 75.98
IFP Advisors, Inc 63,006 76.44
Hochman Cole Investment Advisors, Inc. 56,287 73.25
Susquehanna International Group, Llp 51,798 74.69
Harbor Financial Services, Llc 44,521 73.25
Professional Planning 22,837 73.21
SFG Wealth Management, LLC. 15,374 74.67
Carnegie Capital Asset Management, LLC 14,708 74.72
HBW Advisory Services LLC 3,496 74.66
Citadel Advisors Llc 3,000 74.67
Citadel Advisors Llc 3,000 74.67
Vigilant Capital Management, LLC 1,535 74.92
Berman Capital Advisors, LLC 538 72.49
Carroll Financial Associates, Inc. 248 72.58
Heritage Wealth Management, Llc 7 142.86
Strategic Blueprint, LLC
GM Advisory Group, Inc.
First Manhattan Co
PRW Wealth Management LLC
WASHINGTON TRUST Co
Keebeck Wealth Management, LLC
Bank Of Nova Scotia
Paradigm, Strategies in Wealth Management, LLC
Financial Insights, Inc.
Plante Moran Financial Advisors, LLC
Arkadios Wealth Advisors
Lake Point Wealth Management
Trust Co Of Vermont
InterOcean Capital Group, LLC
Advisory Services Network, LLC
Emerald Investment Partners, Llc
Savior LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Wagner Wealth Management, Llc
Ergoteles LLC
StrategIQ Financial Group, LLC
Signaturefd, Llc
Partners Capital Investment Group, Llp
Soltis Investment Advisors LLC
Gradient Investments LLC
Coulter & Justus Financial Services, LLC
Parisi Gray Wealth Management
Lumature Wealth Partners, LLC
Gunma Bank,Ltd.
Doliver Advisors, Lp
StoneX Group Inc.
Huntington National Bank
Snowden Capital Advisors LLC
LexAurum Advisors, LLC
Financial Sense Advisors, Inc.
Prism Advisors, Inc.
Hrt Financial Lp
WJ Wealth Management, LLC
Edge Wealth Management LLC
Parkside Financial Bank & Trust
Coco Enterprises, LLC
BlueCrest Capital Management Ltd
Stonnington Group, Llc
Jackson Wealth Management, LLC
Soundwatch Capital LLC
Deutsche Bank Ag\
Koss-Olinger Consulting, LLC
Goldman Sachs Group Inc
WFA of San Diego, LLC
Mainstay Capital Management Llc /adv
Boyer & Corporon Wealth Management, LLC
CoreCap Advisors, LLC
Y-Intercept (Hong Kong) Ltd
West Branch Capital LLC
Wintrust Investments Llc
Barclays Plc
Jacobi Capital Management LLC
Relative Value Partners Group, LLC
Wunderlich Securities, Inc.
Charter Trust Co
Golden State Equity Partners
Kalos Management, Inc.
Fure Financial Corp
Amplius Wealth Advisors, LLC
Flow Traders U.s. Llc
Angeles Investment Advisors, LLC
Sound Financial Strategies Group, LLC
Two Sigma Securities, Llc
Crabel Capital Management, LLC
Beck Capital Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Brookstone Capital Management 401,858 66.03 441,939 73.14
Bard Financial Services, Inc. 361,392 63.73 373,892 74.70
Financial Management Network Inc 322,017 64.38 299,952 75.68
Planned Solutions, Inc. 297,744 63.73 290,730 74.70
Private Advisor Group, LLC 250,319 63.73 211,260 74.70
Cambridge Investment Research Advisors, Inc. 235,835 63.73 221,900 74.70
Covington Capital Management 202,373 63.73 203,011 74.70
Activest Wealth Management 172,353 63.74 137,416 74.69
Archford Capital Strategies, LLC 98,195 0.06 92,342 0.08
Vista Private Wealth Partners. LLC 92,777 64.27 91,953 75.14
Buttonwood Financial Advisors Inc. 90,569 63.73 66,184 74.70
Kathleen S. Wright Associates Inc. 71,963 63.73 67,666 74.71
Orion Portfolio Solutions, LLC 37,884 63.72 36,350 74.69
EWG Elevate Inc. 24,481 63.72 18,520 74.68
Global Retirement Partners, LLC 22,769 63.73 24,504 66.48
RDA Financial Network 20,602 63.73 20,862 74.68
Raymond James Trust N.a. 19,006 63.72 16,497 74.68
First Community Trust Na 15,730 63.70 15,730 74.70
Newbridge Financial Services Group, Inc. 11,775 63.69 11,450 74.67
Legacy Private Trust Co. 11,626 63.74 22,381 74.66
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 39,059 250,319 63.73 211,260 74.70 18.49
Activest Wealth Management 34,937 172,353 63.74 137,416 74.69 25.42
Buttonwood Financial Advisors Inc. 24,385 90,569 63.73 66,184 74.70 36.84
Financial Management Network Inc 22,065 322,017 64.38 299,952 75.68 7.36
Cambridge Investment Research Advisors, Inc. 13,935 235,835 63.73 221,900 74.70 6.28
Planned Solutions, Inc. 7,014 297,744 63.73 290,730 74.70 2.41
EWG Elevate Inc. 5,961 24,481 63.72 18,520 74.68 32.19
Archford Capital Strategies, LLC 5,853 98,195 0.06 92,342 0.08 6.34
Kathleen S. Wright Associates Inc. 4,297 71,963 63.73 67,666 74.71 6.35
Raymond James Trust N.a. 2,509 19,006 63.72 16,497 74.68 15.21
Orion Portfolio Solutions, LLC 1,534 37,884 63.72 36,350 74.69 4.22
Vista Private Wealth Partners. LLC 824 92,777 64.27 91,953 75.14 0.90
Newbridge Financial Services Group, Inc. 325 11,775 63.69 11,450 74.67 2.84
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 40,081 401,858 66.03 441,939 73.14 -9.07
Global Trust Asset Management, LLC 12,932 400 62.50 13,332 74.71 -97.00
Bard Financial Services, Inc. 12,500 361,392 63.73 373,892 74.70 -3.34
Legacy Private Trust Co. 10,755 11,626 63.74 22,381 74.66 -48.05
Global Retirement Partners, LLC 1,735 22,769 63.73 24,504 66.48 -7.08
Lake Street Financial Llc 1,478 9,089 63.70 10,567 74.67 -13.99
Allworth Financial LP 725 75 66.67 800 75.00 -90.62
Covington Capital Management 638 202,373 63.73 203,011 74.70 -0.31
Flagship Harbor Advisors, Llc 296 5,286 63.75 5,582 74.70 -5.30
RDA Financial Network 260 20,602 63.73 20,862 74.68 -1.25
Castle Rock Wealth Management, LLC 1 11,457 66.25 11,458 74.10 -0.01
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Golden State Equity Partners 0
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
Alaska Permanent Capital Management 362,831 63.73
APCM Wealth Management for Individuals 165,875 63.73
BKA Wealth Consulting, Inc. 92,416 63.73
YHB Investment Advisors, Inc. 7,601 63.68
John W. Brooker & Co., CPAs 2,928 63.87
Name Shares PPS
SFG Wealth Management, LLC. 15,374 74.67
Carnegie Capital Asset Management, LLC 14,708 74.72
HBW Advisory Services LLC 3,496 74.66
Name Current Shares Current PPS Previous Shares Previous PPS
Brookstone Capital Management 401,858 66.03 441,939 73.14
Financial Management Network Inc 322,017 64.38 299,952 75.68
Planned Solutions, Inc. 297,744 63.73 290,730 74.70
Private Advisor Group, LLC 250,319 63.73 211,260 74.70
Cambridge Investment Research Advisors, Inc. 235,835 63.73 221,900 74.70
Activest Wealth Management 172,353 63.74 137,416 74.69
Archford Capital Strategies, LLC 98,195 0.06 92,342 0.08
Vista Private Wealth Partners. LLC 92,777 64.27 91,953 75.14
Kathleen S. Wright Associates Inc. 71,963 63.73 67,666 74.71
Orion Portfolio Solutions, LLC 37,884 63.72 36,350 74.69
EWG Elevate Inc. 24,481 63.72 18,520 74.68
Global Retirement Partners, LLC 22,769 63.73 24,504 66.48
RDA Financial Network 20,602 63.73 20,862 74.68
Raymond James Trust N.a. 19,006 63.72 16,497 74.68
Newbridge Financial Services Group, Inc. 11,775 63.69 11,450 74.67
Castle Rock Wealth Management, LLC 11,457 66.25 11,458 74.10
Lake Street Financial Llc 9,089 63.70 10,567 74.67
Flagship Harbor Advisors, Llc 5,286 63.75 5,582 74.70
Wolff Wiese Magana Llc 743 63.26 743 75.37
Global Trust Asset Management, LLC 400 62.50 13,332 74.71
Tsfg, Llc 321 62.31 321 74.77
Allworth Financial LP 75 66.67 800 75.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 39,059 250,319 63.73 211,260 74.70 18.49
Activest Wealth Management 34,937 172,353 63.74 137,416 74.69 25.42
Financial Management Network Inc 22,065 322,017 64.38 299,952 75.68 7.36
Cambridge Investment Research Advisors, Inc. 13,935 235,835 63.73 221,900 74.70 6.28
Planned Solutions, Inc. 7,014 297,744 63.73 290,730 74.70 2.41
EWG Elevate Inc. 5,961 24,481 63.72 18,520 74.68 32.19
Archford Capital Strategies, LLC 5,853 98,195 0.06 92,342 0.08 6.34
Kathleen S. Wright Associates Inc. 4,297 71,963 63.73 67,666 74.71 6.35
Raymond James Trust N.a. 2,509 19,006 63.72 16,497 74.68 15.21
Orion Portfolio Solutions, LLC 1,534 37,884 63.72 36,350 74.69 4.22
Vista Private Wealth Partners. LLC 824 92,777 64.27 91,953 75.14 0.90
Newbridge Financial Services Group, Inc. 325 11,775 63.69 11,450 74.67 2.84
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 40,081 401,858 66.03 441,939 73.14 -9.07
Global Trust Asset Management, LLC 12,932 400 62.50 13,332 74.71 -97.00
Global Retirement Partners, LLC 1,735 22,769 63.73 24,504 66.48 -7.08
Lake Street Financial Llc 1,478 9,089 63.70 10,567 74.67 -13.99
Allworth Financial LP 725 75 66.67 800 75.00 -90.62
Flagship Harbor Advisors, Llc 296 5,286 63.75 5,582 74.70 -5.30
RDA Financial Network 260 20,602 63.73 20,862 74.68 -1.25
Castle Rock Wealth Management, LLC 1 11,457 66.25 11,458 74.10 -0.01
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