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 21 1576.00 22.00 1303.76
Previous Quarter 15 12.00 12.60 12.61

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 5 0 9 3 3
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 0 0 0 0
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
Wells Fargo & Company/mn 122,550 22.01
McGowan Group Asset Management, Inc. 32,987 22.01
Essex Financial Services, Inc. 19,800
Mraz, Amerine & Associates, Inc. 11,731 21789.96
Fayez Sarofim & Co 9,500 22.00
Fayez Sarofim & Co 9,500 22.00
UBS Group AG 5,026 22.09
Morgan Stanley 3,733 21.97
Acadian Asset Management Llc 2,079
JTC Employer Solutions Trusteee Ltd 2,000 22.00
Bnp Paribas Arbitrage, Sa 1,355 22.14
Tower Research Capital LLC (TRC) 354 22.60
Advisory Services Network, LLC 201 19.90
Us Bancorp \de\ 100 20.00
Ameritas Investment Partners, Inc. 100 20.00
NewSquare Capital LLC 90 22.22
Rockefeller Capital Management L.P. 25
Advisor Group Holdings, Inc. 0
Susquehanna International Group, Llp 0
Proequities, Inc. 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

 

Recent Quarter Analysis

Name Shares PPS
Essex Financial Services, Inc. 19,800
Fayez Sarofim & Co 9,500 22.00
Acadian Asset Management Llc 2,079
Advisory Services Network, LLC 201 19.90
Ameritas Investment Partners, Inc. 100 20.00
NewSquare Capital LLC 90 22.22
Name Shares PPS
Creative Planning
Proequities, Inc.
Advisor Group Holdings, Inc.
Chilton Capital Management Llc
Susquehanna International Group, Llp
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Wells Fargo & Company/mn 122,550 22.01 158,427 12.62
McGowan Group Asset Management, Inc. 32,987 22.01 32,829 12.61
Mraz, Amerine & Associates, Inc. 11,731 21789.96 11,731 12.53
UBS Group AG 5,026 22.09 3,908 12.54
Morgan Stanley 3,733 21.97 10,477 12.60
JTC Employer Solutions Trusteee Ltd 2,000 22.00 2,000 13.00
Bnp Paribas Arbitrage, Sa 1,355 22.14 408 12.25
Tower Research Capital LLC (TRC) 354 22.60 520 13.46
Us Bancorp \de\ 100 20.00 100 10.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
UBS Group AG 1,118 5,026 22.09 3,908 12.54 28.61
Bnp Paribas Arbitrage, Sa 947 1,355 22.14 408 12.25 232.11
McGowan Group Asset Management, Inc. 158 32,987 22.01 32,829 12.61 0.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wells Fargo & Company/mn 35,877 122,550 22.01 158,427 12.62 -22.65
Morgan Stanley 6,744 3,733 21.97 10,477 12.60 -64.37
Tower Research Capital LLC (TRC) 166 354 22.60 520 13.46 -31.92
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
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
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