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 40 59.00 62.69 61.68
Previous Quarter 45 61.00 62.72 62.48

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 15 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
FFHG - Formula Folios Hedged Growth ETF 28,164 61.53
Institute for Wealth Management, LLC. 27,595 62.73
Susquehanna International Group, Llp 20,675 62.73
Envestnet Asset Management Inc 17,053 62.75
Crew Capital Management, Ltd. 12,150 62.72
Citadel Advisors Llc 12,143 62.75
Tower Research Capital LLC (TRC) 11,364 62.74
Sargent Bickham Lagudis LLC 9,219 43.50
Harvest Investment Services, LLC 8,402 62.60
LPL Financial LLC 8,315 62.78
Royal Bank Of Canada 7,985 62.74
Verdence Capital Advisors LLC 6,561 62.80
GHSIX - Good Harbor Tactical Select Fund Class I Shares 6,086 62.77
Flow Traders U.s. Llc 5,669 70.74
Advisor Group Holdings, Inc. 5,511 62.78
Traynor Capital Management, Inc. 3,597 62.55
Kingsview Wealth Management, LLC 3,141 70.68
UBS Group AG 2,910 62.89
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1,320 62.12
Albion Financial Group /ut 1,123 62.33

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
FFHG - Formula Folios Hedged Growth ETF 28,164 61.53
Institute for Wealth Management, LLC. 27,595 62.73
Susquehanna International Group, Llp 20,675 62.73
Cedar Capital, Llc 17,660 61.38
Envestnet Asset Management Inc 17,053 62.75
Crew Capital Management, Ltd. 12,150 62.72
Citadel Advisors Llc 12,143 62.75
Tower Research Capital LLC (TRC) 11,364 62.74
Sargent Bickham Lagudis LLC 11,062 62.65
Harvest Investment Services, LLC 8,402 62.60
LPL Financial LLC 8,315 62.78
Royal Bank Of Canada 7,985 62.74
Verdence Capital Advisors LLC 6,561 62.80
GHSIX - Good Harbor Tactical Select Fund Class I Shares 6,086 62.77
Flow Traders U.s. Llc 5,669 70.74
Advisor Group Holdings, Inc. 5,511 62.78
Traynor Capital Management, Inc. 3,597 62.55
Kingsview Wealth Management, LLC 3,141 70.68
UBS Group AG 2,910 62.89
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1,320 62.12

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Cedar Capital, Llc 17,660 61.38
Carroll Financial Associates, Inc. 9
Summit Wealth Group, LLC
Advisory Services Network, LLC
Resource Management, LLC
Jane Street Group, Llc
Trust Co Of Vermont
Captrust Financial Advisors
Belpointe Asset Management LLC
Regal Investment Advisors LLC
Proequities, Inc.
Cwm, Llc
Brookstone Capital Management
NEXT Financial Group, Inc
Barclays Plc
Name Current Shares Current PPS Previous Shares Previous PPS
Sargent Bickham Lagudis LLC 9,219 43.50 11,062 62.65
Newbridge Financial Services Group, Inc. 234 42.74 234 64.10
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
Sargent Bickham Lagudis LLC 1,843 9,219 43.50 11,062 62.65 -16.66
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
Sargent Bickham Lagudis LLC 9,219 43.50 11,062 62.65
Newbridge Financial Services Group, Inc. 234 42.74 234 64.10
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
Sargent Bickham Lagudis LLC 1,843 9,219 43.50 11,062 62.65 -16.66
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