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 124 24.00 24.55 23.20
Previous Quarter 129 280.00 24.55 124.44

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 34 11 0 2 6
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 4 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
LPL Financial LLC 749,364 24.55
Commonwealth Equity Services, Llc 467,420 19.20
Morgan Stanley 366,410 24.55
Advisor Group Holdings, Inc. 352,538 24.56
Royal Bank Of Canada 270,669 24.55
Cambridge Investment Research Advisors, Inc. 255,265 19.20
Elevated Capital Advisors, LLC 228,033 24.55
Harwood Advisory Group, LLC 182,858 24.55
Raymond James Financial Services Advisors, Inc. 141,013 24.55
1776 Wealth LLC 121,173 24.55
Chicago Partners Investment Group LLC 115,935 22.29
Wealthstar Advisors, Llc 113,013 24.55
Stifel Financial Corp 104,010 24.55
Cetera Advisors LLC 100,196 24.55
Atria Wealth Solutions, Inc. 88,614 24.54
Apollon Wealth Management, LLC 73,947 24.54
Sfmg, Llc 72,260 24.55
Qube Research & Technologies Ltd 64,439 24.55
HBW Advisory Services LLC 64,104 19.20
Kestra Private Wealth Services, Llc 60,674 0.02

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
HB Wealth Management, LLC 793,288 24.55
LPL Financial LLC 749,364 24.55
Commonwealth Equity Services, Llc 499,109 24.55
Morgan Stanley 366,410 24.55
HBW Advisory Services LLC 361,331 24.55
Advisor Group Holdings, Inc. 352,538 24.56
Cambridge Investment Research Advisors, Inc. 277,865 24.55
Royal Bank Of Canada 270,669 24.55
Elevated Capital Advisors, LLC 228,033 24.55
Harwood Advisory Group, LLC 182,858 24.55
Raymond James Financial Services Advisors, Inc. 141,013 24.55
1776 Wealth LLC 121,173 24.55
Chicago Partners Investment Group LLC 115,935 22.29
Wealthstar Advisors, Llc 113,013 24.55
Stifel Financial Corp 104,010 24.55
Cetera Advisors LLC 100,196 24.55
Atria Wealth Solutions, Inc. 88,614 24.54
Apollon Wealth Management, LLC 73,947 24.54
Financial Advisory Corp /ut/ /adv 73,291 24.55
Sfmg, Llc 72,260 24.55

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Spinnaker Investment Group, LLC 62,534 25.09
IFP Advisors, Inc 55,302 27.96
Herold Advisors, Inc. 27,624 24550.68
Wolverine Trading, Llc 13,483 24.85
Wolverine Trading, Llc 13,483 24.85
Lakeview Capital Partners, LLC 3,050 24.59
Money Concepts Capital Corp 1,240 24.19
Future Financial Wealth Managment LLC 28 35.71
Blair William & Co/il
Optimum Investment Advisors
Keybank National Association/oh
Captrust Financial Advisors
Wealthcare Advisory Partners LLC
Sowell Financial Services LLC
UBS Group AG
National Asset Management, Inc.
Wedbush Securities Inc
Clearview Wealth Advisors LLC
Dynamic Advisor Solutions LLC
Tower Research Capital LLC (TRC)
Spire Wealth Management
Mutual Advisors, LLC
Titus Wealth Management
HHM Wealth Advisors, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Sugarloaf Wealth Management, LLC
Hilltop Holdings Inc.
Founders Financial Alliance, LLC
Calton & Associates, Inc.
Pnc Financial Services Group, Inc.
CoreCap Advisors, LLC
Institutional & Family Asset Management, Llc
Wagner Wealth Management, Llc
Buckingham Strategic Wealth, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 467,420 19.20 499,109 24.55
Cambridge Investment Research Advisors, Inc. 255,265 19.20 277,865 24.55
HBW Advisory Services LLC 64,104 19.20 361,331 24.55
Financial Advisory Corp /ut/ /adv 60,364 19.20 73,291 24.55
HB Wealth Management, LLC 56,211 19.20 793,288 24.55
Carlton Hofferkamp & Jenks Wealth Management, LLC 50,857 20.10 42,449 23.65
Private Advisor Group, LLC 24,351 19.22 25,590 24.54
GPS Wealth Strategies Group, LLC 10,661 19.23 1,959 24.50
AdvisorNet Financial, Inc 1,066 18.76 1,066 24.39
Newbridge Financial Services Group, Inc. 699 18.60 699 24.32
Asset Dedication, LLC 300 20.00 300 23.33
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
GPS Wealth Strategies Group, LLC 8,702 10,661 19.23 1,959 24.50 444.21
Carlton Hofferkamp & Jenks Wealth Management, LLC 8,408 50,857 20.10 42,449 23.65 19.81
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
HB Wealth Management, LLC 737,077 56,211 19.20 793,288 24.55 -92.91
HBW Advisory Services LLC 297,227 64,104 19.20 361,331 24.55 -82.26
Commonwealth Equity Services, Llc 31,689 467,420 19.20 499,109 24.55 -6.35
Cambridge Investment Research Advisors, Inc. 22,600 255,265 19.20 277,865 24.55 -8.13
Financial Advisory Corp /ut/ /adv 12,927 60,364 19.20 73,291 24.55 -17.64
Private Advisor Group, LLC 1,239 24,351 19.22 25,590 24.54 -4.84
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
Lakeview Capital Partners, LLC 3,050 24.59
Money Concepts Capital Corp 1,240 24.19
Spinnaker Investment Group, LLC 62,534 25.09
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 467,420 19.20 499,109 24.55
Financial Advisory Corp /ut/ /adv 60,364 19.20 73,291 24.55
GPS Wealth Strategies Group, LLC 10,661 19.23 1,959 24.50
Asset Dedication, LLC 300 20.00 300 23.33
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
GPS Wealth Strategies Group, LLC 8,702 10,661 19.23 1,959 24.50 444.21
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 31,689 467,420 19.20 499,109 24.55 -6.35
Financial Advisory Corp /ut/ /adv 12,927 60,364 19.20 73,291 24.55 -17.64
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