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 150 13.00 13.01 12.94
Previous Quarter 157 13.00 13.01 13.09

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 42 15 0 3 8
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 3 9 0 3 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
UBS Group AG 1,390,267 13.01
Morgan Stanley 850,451 13.01
Ameriprise Financial Inc 849,312 12.77
Guggenheim Capital Llc 534,325 13.01
Bank Of America Corp /de/ 446,432 13.01
Commonwealth Equity Services, Llc 434,861 13.01
Advisor Group Holdings, Inc. 361,453 13.01
Van Eck Associates Corp 358,868 13.01
XMPT - VanEck Vectors CEF Municipal Income ETF 335,527 12.22
Raymond James & Associates 328,036 13.01
Raymond James Financial Services Advisors, Inc. 325,128 13.01
Wells Fargo & Company/mn 309,077 13.01
Harbour Investments, Inc. 287,497 15.12
Resources Investment Advisors, LLC. 282,402 13.01
LPL Financial LLC 237,182 13.01
Melone Private Wealth, LLC 229,643 11.98
Royal Bank Of Canada 215,846 13.01
Cliftonlarsonallen Wealth Advisors, Llc 187,010 11.70
Kestra Advisory Services, LLC 185,391 13.01
Cambridge Investment Research Advisors, Inc. 159,400 11.70

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
UBS Group AG 1,390,267 13.01
Morgan Stanley 850,451 13.01
Ameriprise Financial Inc 849,312 12.77
Guggenheim Capital Llc 534,325 13.01
Bank Of America Corp /de/ 446,432 13.01
Commonwealth Equity Services, Llc 434,861 13.01
XMPT - VanEck Vectors CEF Municipal Income ETF 396,430 14.21
Advisor Group Holdings, Inc. 361,453 13.01
Van Eck Associates Corp 358,868 13.01
Raymond James & Associates 328,036 13.01
Raymond James Financial Services Advisors, Inc. 325,128 13.01
Wells Fargo & Company/mn 309,077 13.01
Harbour Investments, Inc. 287,497 15.12
Resources Investment Advisors, LLC. 282,402 13.01
LPL Financial LLC 237,182 13.01
Royal Bank Of Canada 215,846 13.01
Melone Private Wealth, LLC 191,728 12.38
Cliftonlarsonallen Wealth Advisors, Llc 187,457 13.01
Kestra Advisory Services, LLC 185,391 13.01
Financial Advocates Investment Management 151,403 13.01

 

Recent Quarter Analysis

Name Shares PPS
DEUTSCHE BANK AG\ 2,700
BANK OF AMERICA CORP /DE/ 870
Name Shares PPS
Paragon Wealth Strategies, LLC 38,921 13.00
Cohen & Steers Closed-end Opportunity Fund, Inc. 38,656 14.77
Koshinski Asset Management, Inc. 7,682 13.02
Bbva Usa 1,028 14.59
Allworth Financial LP 770 12.99
Advisory Services Network, LLC
Citigroup Inc
Rivernorth Capital Management, Llc
Inscription Capital, LLC
Signet Financial Management, Llc
Hennion & Walsh Asset Management, Inc.
United Capital Financial Advisers, Llc
AdvisorNet Financial, Inc
Focused Wealth Management, Inc
Pnc Financial Services Group, Inc.
Panagora Asset Management Inc
Traynor Capital Management, Inc.
Lavaca Capital Llc
RiverNorth Flexible Municipal Income Fund, Inc.
HighTower Advisors, LLC
Newbridge Financial Services Group, Inc.
O'shaughnessy Asset Management, Llc
Cohen & Steers, Inc.
WASHINGTON TRUST Co
Valeo Financial Advisors, LLC
Aristides Capital LLC
FNY Investment Advisers, LLC
Greenleaf Trust
CoreCap Advisors, LLC
Tiaa, Fsb
Arkadios Wealth Advisors
Trustcore Financial Services, Llc
Citadel Advisors Llc
Confluence Wealth Services, Inc.
Chilton Capital Management Llc
Centaurus Financial, Inc.
Institutional & Family Asset Management, Llc
Guidance Point Advisors, LLC
International Assets Investment Management, Llc
Ritholtz Wealth Management
Berger Financial Group, Inc
Wolverine Asset Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF 335,527 12.22 396,430 14.21
Melone Private Wealth, LLC 229,643 11.98 191,728 12.38
Cliftonlarsonallen Wealth Advisors, Llc 187,010 11.70 187,457 13.01
Cambridge Investment Research Advisors, Inc. 159,400 11.70 151,258 13.01
Private Advisor Group, LLC 115,434 11.70 106,148 13.01
ATMSX - Anchor Risk Managed Municipal Strategies Fund Institutional Class 30,000 12.47 49,174 13.77
Raymond James Trust N.a. 29,062 11.70 29,062 13.01
Qp Wealth Management, Llc 24,365 11.70 29,365 13.01
Capital Investment Advisors, LLC 16,632 11.72 17,632 12.99
Worth Asset Management, LLC 14,940 11.71 24,836 11.84
RDA Financial Network 11,900 11.68 13,770 13.00
Sound Income Strategies, LLC 1,851 11.89 1,851 12.97
Webster Bank, N. A. 1,500 12.00 1,500 13.33
Strategic Asset Management, LLC 1,100 11.82 1,100 12.73
Sargent Bickham Lagudis LLC 897 11.15 1,897 13.18
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Melone Private Wealth, LLC 37,915 229,643 11.98 191,728 12.38 19.78
Private Advisor Group, LLC 9,286 115,434 11.70 106,148 13.01 8.75
Cambridge Investment Research Advisors, Inc. 8,142 159,400 11.70 151,258 13.01 5.38
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
XMPT - VanEck Vectors CEF Municipal Income ETF 60,903 335,527 12.22 396,430 14.21 -15.36
ATMSX - Anchor Risk Managed Municipal Strategies Fund Institutional Class 19,174 30,000 12.47 49,174 13.77 -38.99
Worth Asset Management, LLC 9,896 14,940 11.71 24,836 11.84 -39.85
Qp Wealth Management, Llc 5,000 24,365 11.70 29,365 13.01 -17.03
RDA Financial Network 1,870 11,900 11.68 13,770 13.00 -13.58
Capital Investment Advisors, LLC 1,000 16,632 11.72 17,632 12.99 -5.67
Sargent Bickham Lagudis LLC 1,000 897 11.15 1,897 13.18 -52.71
Cliftonlarsonallen Wealth Advisors, Llc 447 187,010 11.70 187,457 13.01 -0.24
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
Allworth Financial LP 770 12.99
Paragon Wealth Strategies, LLC 38,921 13.00
Koshinski Asset Management, Inc. 7,682 13.02
Name Current Shares Current PPS Previous Shares Previous PPS
Melone Private Wealth, LLC 229,643 11.98 191,728 12.38
Cambridge Investment Research Advisors, Inc. 159,400 11.70 151,258 13.01
Private Advisor Group, LLC 115,434 11.70 106,148 13.01
Raymond James Trust N.a. 29,062 11.70 29,062 13.01
RDA Financial Network 11,900 11.68 13,770 13.00
Sound Income Strategies, LLC 1,851 11.89 1,851 12.97
Webster Bank, N. A. 1,500 12.00 1,500 13.33
Strategic Asset Management, LLC 1,100 11.82 1,100 12.73
Sargent Bickham Lagudis LLC 897 11.15 1,897 13.18
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Melone Private Wealth, LLC 37,915 229,643 11.98 191,728 12.38 19.78
Private Advisor Group, LLC 9,286 115,434 11.70 106,148 13.01 8.75
Cambridge Investment Research Advisors, Inc. 8,142 159,400 11.70 151,258 13.01 5.38
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
RDA Financial Network 1,870 11,900 11.68 13,770 13.00 -13.58
Sargent Bickham Lagudis LLC 1,000 897 11.15 1,897 13.18 -52.71
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