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 121 5.00 5.03 4.96
Previous Quarter 128 5.00 5.03 5.07

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 4 32 8 0 1 4
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 0 5 0 1 2
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/ 5,452,414
Bank Of America Corp /de/ 4,719,727 5.03
Guggenheim Capital Llc 2,171,263 5.03
YYY - Amplify High Income ETF 2,143,916 4.45
Penserra Capital Management LLC 2,114,663 5.03
Advisors Asset Management, Inc. 1,799,044 5.03
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 1,554,715 5.03
Rivernorth Capital Management, Llc 1,554,715 5.03
Morgan Stanley 1,155,969 5.03
Parametric Portfolio Associates Llc 979,993 5.03
LPL Financial LLC 636,378 5.03
Ameriprise Financial Inc 471,198 5.03
Credit Suisse Ag/ 410,000 5.03
Commonwealth Equity Services, Llc 274,796 5.03
Cetera Advisor Networks LLC 247,171 5.03
LSPAX - LoCorr Spectrum Income Fund Class A 222,002 5.03
Invesco Ltd. 178,762 5.03
Private Advisor Group, LLC 153,810 3.68
GWM Advisors LLC 145,526 5.03
Cohen & Steers, Inc. 137,335 5.03

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/ 4,719,727 5.03
Guggenheim Capital Llc 2,171,263 5.03
YYY - Amplify High Income ETF 2,164,811 5.31
Penserra Capital Management LLC 2,114,663 5.03
Advisors Asset Management, Inc. 1,799,044 5.03
Rivernorth Capital Management, Llc 1,554,715 5.03
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 1,554,715 5.03
Morgan Stanley 1,155,969 5.03
Parametric Portfolio Associates Llc 979,993 5.03
LPL Financial LLC 636,378 5.03
Ameriprise Financial Inc 471,198 5.03
Credit Suisse Ag/ 410,000 5.03
Commonwealth Equity Services, Llc 274,796 5.03
Cetera Advisor Networks LLC 247,171 5.03
LSPAX - LoCorr Spectrum Income Fund Class A 222,002 5.03
Invesco Ltd. 178,762 5.03
GWM Advisors LLC 145,526 5.03
Cohen & Steers Closed-end Opportunity Fund, Inc. 137,335 5.03
Cohen & Steers, Inc. 137,335 5.03
Private Advisor Group, LLC 130,210 5.03

 

Recent Quarter Analysis

Name Shares PPS
BANK OF AMERICA CORP /DE/ 5,452,414
AAINX - Thrivent Opportunity Income Plus Fund Class A 16,100 4.47
Ritholtz Wealth Management 15,500 3.68
AABFX - Thrivent Balanced Income Plus Fund Class A 3,800 4.47
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 121,000 5.96
Sonora Investment Management, LLC 85,615 5.96
Carroll Financial Associates, Inc. 986 5.07
Wealth Quarterback LLC 855
Biltmore Capital Advisors LLC
6 Meridian
Goldman Sachs Group Inc
Newbridge Financial Services Group, Inc.
Panagora Asset Management Inc
Susquehanna International Group, Llp
Pure Financial Advisors, Inc.
Millennium Management Llc
Amplius Wealth Advisors, LLC
Ford Financial Group, LLC
Cetera Advisors LLC
Citigroup Inc
Shaker Financial Services, LLC
Cornerstone Advisory, LLC
Sit Investment Associates Inc
Nomura Holdings Inc
Arkadios Wealth Advisors
Bramshill Investments, LLC
Greatmark Investment Partners, Inc.
Tower Research Capital LLC (TRC)
Meridian Wealth Partners, LLC
Wagner Wealth Management, Llc
Fmr Llc
Kestra Advisory Services, LLC
Atlas Private Wealth Advisors
TAP Consulting, LLC
Paulson Wealth Management Inc.
Arlington Capital Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
YYY - Amplify High Income ETF 2,143,916 4.45 2,164,811 5.31
Private Advisor Group, LLC 153,810 3.68 130,210 5.03
E&G Advisors, LP 91,482 3.68 91,482 5.03
Cambridge Investment Research Advisors, Inc. 90,469 3.68 92,711 5.03
RDA Financial Network 20,678 3.68 22,013 5.04
Capital Investment Advisors, LLC 13,600 3.68 15,711 5.03
180 Wealth Advisors, Llc 11,000 3.55 11,000 4.73
FNY Investment Advisers, LLC 2,500 3.60 2,500 4.80
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 23,600 153,810 3.68 130,210 5.03 18.12
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
YYY - Amplify High Income ETF 20,895 2,143,916 4.45 2,164,811 5.31 -0.97
Cambridge Investment Research Advisors, Inc. 2,242 90,469 3.68 92,711 5.03 -2.42
Capital Investment Advisors, LLC 2,111 13,600 3.68 15,711 5.03 -13.44
RDA Financial Network 1,335 20,678 3.68 22,013 5.04 -6.06
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
Ritholtz Wealth Management 15,500 3.68
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 153,810 3.68 130,210 5.03
Cambridge Investment Research Advisors, Inc. 90,469 3.68 92,711 5.03
RDA Financial Network 20,678 3.68 22,013 5.04
180 Wealth Advisors, Llc 11,000 3.55 11,000 4.73
FNY Investment Advisers, LLC 2,500 3.60 2,500 4.80
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 23,600 153,810 3.68 130,210 5.03 18.12
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,242 90,469 3.68 92,711 5.03 -2.42
RDA Financial Network 1,335 20,678 3.68 22,013 5.04 -6.06
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