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 622 562.00 85.36 175.44
Previous Quarter 622 273.00 94.91 77.37

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 47 118 453 20 233 149
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 2 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 2 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 1 1 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 180 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
Morgan Stanley 11,385,038 85.36
Bank Of America Corp /de/ 5,011,834 85.36
LPL Financial LLC 2,438,453 85.36
UBS Group AG 2,009,719 85.36
Wells Fargo & Company/mn 1,629,866 85.36
Ameriprise Financial Inc 1,342,742 85.30
Raymond James Financial Services Advisors, Inc. 1,276,071 85.36
Royal Bank Of Canada 1,244,416 85.36
Cliftonlarsonallen Wealth Advisors, Llc 950,603 85.36
Commonwealth Equity Services, Llc 921,392 85.36
IAM Advisory, LLC 815,918 85.36
Cresset Asset Management, LLC 726,382 77.35
Advisor Group Holdings, Inc. 649,171 85.39
Raymond James & Associates 579,192 85.36
Envestnet Asset Management Inc 557,907 85.36
Wealthspire Advisors, LLC 441,920 85.36
Lenox Wealth Advisors, LLC 438,219 96.65
Janney Montgomery Scott LLC 433,555 85.83
Cambridge Investment Research Advisors, Inc. 417,860 85.36
First Republic Investment Management, Inc. 391,633 85.36

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
Morgan Stanley 10,972,649 94.91
CFS Investment Advisory Services, LLC 9,830,778 0.01
Bank Of America Corp /de/ 5,683,765 94.91
LPL Financial LLC 2,062,472 94.91
UBS Group AG 1,785,176 94.91
Wells Fargo & Company/mn 1,603,948 94.91
Royal Bank Of Canada 1,394,987 94.91
Ameriprise Financial Inc 1,165,281 94.92
Raymond James Financial Services Advisors, Inc. 1,153,273 94.91
Aaron Wealth Advisors LLC 959,445 10.54
Commonwealth Equity Services, Llc 908,965 94.91
IAM Advisory, LLC 833,880 94.91
Cliftonlarsonallen Wealth Advisors, Llc 827,261 94.91
Advisor Group Holdings, Inc. 643,614 94.70
Raymond James & Associates 596,574 94.91
Cresset Asset Management, LLC 452,032 94.91
Lenox Wealth Advisors, LLC 438,219 96.65
Cambridge Investment Research Advisors, Inc. 412,932 94.91
First Republic Investment Management, Inc. 402,330 94.91
Envestnet Asset Management Inc 385,568 94.91

 

Recent Quarter Analysis

Name Shares PPS
Grayhawk Investment Strategies Inc. 95,961 109.88
Berkshire Money Management, Inc. 79,764 85.36
Strategic Wealth Advisors Group, LLC 74,265 0.08
FDx Advisors, Inc. 55,608 85.37
Discovery Capital Management, Llc / Ct 32,164 85.37
Aurora Private Wealth, Inc. 31,901 0.19
MONECO Advisors, LLC 25,117 85.36
Cooper Financial Group 20,658 85.34
Triumph Capital Management 16,606 85.39
Columbus Macro, LLC 16,368 85.35
Azimuth Capital Investment Management LLC 15,925 85.34
Jeppson Wealth Management, Llc 15,911 85.35
Two Sigma Investments, Lp 12,000 85.33
Bbr Partners, Llc 11,675 85.40
Copperwynd Financial, LLC 10,999 85.37
Old National Bancorp /in/ 10,918 85.36
North Star Asset Management Inc 8,411 85.36
Pegasus Partners Ltd. 7,952 85.39
Wbi Investments, Inc. 6,635 83.50
Tranquility Partners, LLC 6,486 85.41
Name Shares PPS
Brouwer & Janachowski, LLC 354,909 88.53
Win Advisors, Inc 239,317 94.91
GeoWealth Management, LLC 135,232 94.91
Citadel Advisors Llc 92,849 94.91
NorthCoast Asset Management LLC 91,200 88.70
Power Corp of Canada 88,161 94.91
Paladin Advisory Group, LLC 43,811 95.55
Mid Atlantic Financial Management Inc/adv 43,028 88.52
McMahon Financial Advisors, LLC 27,307 0.99
NEXT Financial Group, Inc 27,003 98.17
Retireful, LLC 18,787 94.91
MOHR - Mohr Growth ETF 18,787 94.91
Financial Management Concepts Corp /adv 14,678 98.17
Evercore Wealth Management, LLC 11,766 94.93
Gateway Advisory, LLC 11,039 94.94
Spearhead Capital Advisors, Llc 10,658 94.95
Rsm Us Wealth Management Llc 8,280 94.93
Ameritas Investment Corp 7,053 0.14
TERIX - All Terrain Opportunity Fund Institutional Class 6,000 88.50
Fisher Asset Management, LLC 5,531 94.92
Harbor Financial Services, Llc 5,383 88.61
Poehling Capital Management, LLC 5,100 94.90
SILVER OAK SECURITIES, Inc 3,941 96.68
Professional Planning 3,657 88.32
Eaton Vance Management 3,509 94.90
Laird Norton Trust Company, Llc 3,360 94.64
Y-Intercept (Hong Kong) Ltd 3,123 94.78
Strategy Asset Managers Llc 2,945 95.08
Valmark Advisers, Inc. 2,904 95.04
Cutler Group LP 2,900 2.76
Cutler Group LP 2,900 2.76
Horizon Wealth Management, LLC 2,746 95.05
Wealthcare Advisory Partners LLC 2,607 94.74
Homrich & Berg 2,324 88.64
Guardian Wealth Advisors, LLC 2,234 94.90
First Midwest Bank Trust Division 2,200 98.18
Capital Performance Advisors Llp 2,165 94.69
Cfm Wealth Partners Llc 2,152 94.80
Samalin Investment Counsel, LLC 2,087 94.87
Founders Financial Alliance, LLC 2,021 95.00
Sonora Investment Management, LLC 1,294 88.87
Rowland & Co Investment Counsel/adv 1,142 94.57
Private Capital Group, LLC 962 94.59
Twin Lakes Capital Management, LLC 564 95.74
Carroll Financial Associates, Inc. 551 96.19
Wealth Quarterback LLC 302
Bedel Financial Consulting, Inc. 244 94.26
Herold Advisors, Inc. 200 94910.00
BlackRock Inc. 180 94.44
McClarren Financial Advisors, Inc. 172 93.02
Reilly Financial Advisors, Llc 131 99.24
Tower Research Capital LLC (TRC) 108 92.59
Castle Financial & Retirement Planning Associates, Inc. 103 97.09
Gemmer Asset Management LLC 58 86.21
San Luis Wealth Advisors LLC 50 100.00
WoodTrust Financial Corp
Deutsche Bank Ag\
Barclays Plc
Lion Street Advisors, LLC
Twin Focus Capital Partners, Llc
St. James Investment Advisors, LLC
Flow Traders U.s. Llc
Camden Capital, LLC
tru Independence LLC
F3Logic, LLC
Tiedemann Advisors, Llc
Pflug Koory, LLC
Doliver Advisors, Lp
Crown Wealth Group, LLC
Amplius Wealth Advisors, LLC
Global Strategic Investment Solutions, LLC
Optiver Holding B.V.
JBF Capital, Inc.
Providence Wealth Advisors, LLC
True Link Financial Advisors, LLC
Osterweis Capital Management Inc
Optimum Investment Advisors
Klingman & Associates, LLC
Paradigm, Strategies in Wealth Management, LLC
Boston Financial Mangement Llc
Barrett Asset Management, LLC
Liberty Wealth Management Llc
Townsquare Capital Llc
Holloway Wealth Management, LLC
Sage Investment Advisers LLC
Castleview Partners, Llc
Antonetti Capital Management LLC
Bouchey Financial Group Ltd
StoneX Group Inc.
Old North State Trust, LLC
Confluence Wealth Services, Inc.
Crabel Capital Management, LLC
CIBC Private Wealth Group, LLC
Bellwether Advisors, LLC
Two Sigma Securities, Llc
Guild Investment Management, Inc.
Massmutual Trust Co Fsb/adv
Qube Research & Technologies Ltd
Conservest Capital Advisors, Inc.
Financial Advocates Investment Management
Ironwood Financial, llc
Founders Financial Securities Llc
Delta Asset Management Llc/tn
Motco
Huntington National Bank
Frontier Wealth Management LLC
Westshore Wealth, LLC
DB Wealth Management Group, LLC
Personal Capital Advisors Corp
Briaud Financial Planning, Inc
Belvedere Trading LLC
Belvedere Trading LLC
Independent Advisor Alliance
Cornerstone Advisory, LLC
Baker Avenue Asset Management, LP
Colonial Trust Advisors
jvl associates llc
Hudock, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 11,385,038 85.36 10,972,649 94.91
Bank Of America Corp /de/ 5,011,834 85.36 5,683,765 94.91
LPL Financial LLC 2,438,453 85.36 2,062,472 94.91
UBS Group AG 2,009,719 85.36 1,785,176 94.91
Wells Fargo & Company/mn 1,629,866 85.36 1,603,948 94.91
Ameriprise Financial Inc 1,342,742 85.30 1,165,281 94.92
Raymond James Financial Services Advisors, Inc. 1,276,071 85.36 1,153,273 94.91
Royal Bank Of Canada 1,244,416 85.36 1,394,987 94.91
Cliftonlarsonallen Wealth Advisors, Llc 950,603 85.36 827,261 94.91
Commonwealth Equity Services, Llc 921,392 85.36 908,965 94.91
IAM Advisory, LLC 815,918 85.36 833,880 94.91
Cresset Asset Management, LLC 726,382 77.35 452,032 94.91
Advisor Group Holdings, Inc. 649,171 85.39 643,614 94.70
Raymond James & Associates 579,192 85.36 596,574 94.91
Envestnet Asset Management Inc 557,907 85.36 385,568 94.91
Wealthspire Advisors, LLC 441,920 85.36 3,227 94.82
Cambridge Investment Research Advisors, Inc. 417,860 85.36 412,932 94.91
First Republic Investment Management, Inc. 391,633 85.36 402,330 94.91
National Bank Of Canada /fi/ 363,023 85.38 366,288 94.90
Cerity Partners LLC 356,537 85.36 360,029 94.91
Name Current Shares Current PPS Previous Shares Previous PPS
Janney Montgomery Scott LLC 433,555 85.83 0
CFS Investment Advisory Services, LLC 109,412 85.36 9,830,778 0.01
Hrt Financial Lp 45,852 85.34 0
Venture Visionary Partners LLC 41,998 85361.97 38,152 94.91
Comprehensive Financial Consultants Institutional, Inc. 33,467 85.61 0
Gunma Bank,Ltd. 31,000 85.35 0
Proquility Private Wealth Partners, LLC 22,097 85.35 0
Fifth Third Securities, Inc. 19,453 85.39 0
Aaron Wealth Advisors LLC 10,109 85.27 959,445 10.54
Eqis Capital Management, Inc. 6,856 85362.60 7,536 94.88
Centaurus Financial, Inc. 4,993 85.32 0
IFP Advisors, Inc 4,861 66.45 34,497 66.32
Wolverine Trading, Llc 4,100 85.61 0
Ford Financial Group, LLC 3,517 85.30 0
Heritage Wealth Management, Llc 3,304 85359.87 3,304 95.04
First Horizon Advisors, Inc. 2,930 85.32 0
Truvestments Capital Llc 100 90.00 0
Trust Co Of Vermont 100 90.00 0
Quadrant Capital Group Llc 100 90.00 35 85.71
Bessemer Group Inc 70 85.71 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthspire Advisors, LLC 438,693 441,920 85.36 3,227 94.82 13594.45
Janney Montgomery Scott LLC 433,555 433,555 85.83 0 0.00
Morgan Stanley 412,389 11,385,038 85.36 10,972,649 94.91 3.76
LPL Financial LLC 375,981 2,438,453 85.36 2,062,472 94.91 18.23
Cresset Asset Management, LLC 274,350 726,382 77.35 452,032 94.91 60.69
UBS Group AG 224,543 2,009,719 85.36 1,785,176 94.91 12.58
Ameriprise Financial Inc 177,461 1,342,742 85.30 1,165,281 94.92 15.23
Envestnet Asset Management Inc 172,339 557,907 85.36 385,568 94.91 44.70
Cliftonlarsonallen Wealth Advisors, Llc 123,342 950,603 85.36 827,261 94.91 14.91
Raymond James Financial Services Advisors, Inc. 122,798 1,276,071 85.36 1,153,273 94.91 10.65
Baird Financial Group, Inc. 93,218 346,471 85.36 253,253 94.91 36.81
RFG Advisory, LLC 86,057 90,563 90.66 4,506 94.98 1909.83
Paragon Capital Management Ltd 56,975 264,919 85.36 207,944 94.91 27.40
InterOcean Capital Group, LLC 48,085 62,291 85.36 14,206 94.89 338.48
Hrt Financial Lp 45,852 45,852 85.34 0 0.00
Stifel Financial Corp 44,586 286,697 85.36 242,111 94.91 18.42
Yousif Capital Management, Llc 42,330 44,765 85.36 2,435 94.87 1738.40
Comprehensive Financial Consultants Institutional, Inc. 33,467 33,467 85.61 0 0.00
Cetera Advisor Networks LLC 33,324 261,756 85.36 228,432 94.91 14.59
Gunma Bank,Ltd. 31,000 31,000 85.35 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
CFS Investment Advisory Services, LLC 9,721,366 109,412 85.36 9,830,778 0.01 -98.89
Aaron Wealth Advisors LLC 949,336 10,109 85.27 959,445 10.54 -98.95
Bank Of America Corp /de/ 671,931 5,011,834 85.36 5,683,765 94.91 -11.82
Royal Bank Of Canada 150,571 1,244,416 85.36 1,394,987 94.91 -10.79
Estate Counselors, LLC 67,940 72,528 85.35 140,468 94.90 -48.37
Pacific Wealth Strategies Group, Inc. 65,499 68,443 85.36 133,942 94.91 -48.90
Spire Wealth Management 55,320 59,721 85.36 115,041 94.93 -48.09
Strategic Wealth Designers 46,173 248,278 85.36 294,451 94.91 -15.68
Money Concepts Capital Corp 35,470 234,967 86.45 270,437 94.91 -13.12
Sumitomo Mitsui Trust Holdings, Inc. 35,150 71,990 85.36 107,140 94.91 -32.81
Landmark Wealth Management, LLC 29,838 152,675 85.36 182,513 94.91 -16.35
IFP Advisors, Inc 29,636 4,861 66.45 34,497 66.32 -85.91
Stephens Inc /ar/ 27,776 6,536 85.37 34,312 94.92 -80.95
Susquehanna International Group, Llp 26,422 37,978 85.37 64,400 94.91 -41.03
Wagner Wealth Management, Llc 25,423 27,135 85.35 52,558 94.90 -48.37
RMB Capital Management, LLC 20,020 46,398 85.37 66,418 94.91 -30.14
First Capital Advisors Group, LLC. 19,601 33,803 85.35 53,404 94.92 -36.70
Surevest, LLC 19,521 2,405 85.24 21,926 94.91 -89.03
Migdal Insurance & Financial Holdings Ltd. 18,799 31,853 85.36 50,652 95.32 -37.11
IAM Advisory, LLC 17,962 815,918 85.36 833,880 94.91 -2.15
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Cutler Group LP 2,900
Belvedere Trading LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Paladin Advisory Group, LLC 2,693 46,504 43,811 6.15
Wolverine Trading, Llc 4,100 4,100 0 0.00
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 76,149 16,700 92,849 -82.01
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
MOHR - Mohr Growth ETF 18,787 94.91
Name Current Shares Current PPS Previous Shares Previous PPS
BDO Wealth Advisors, LLC 493 85.19 493 95.33
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