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 101 37.00 37.63 35.73
Previous Quarter 116 37.00 37.63 36.32

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 51 2 0 1 1
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 9 1 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
Royal Bank Of Canada 481,806 37.63
Wells Fargo & Company/mn 464,531 37.63
Bank Of America Corp /de/ 208,843 37.63
Raymond James Financial Services Advisors, Inc. 197,505 37.63
Jane Street Group, Llc 171,340 37.63
J.w. Cole Advisors, Inc. 158,063 0.03
LPL Financial LLC 110,764 37.63
Susquehanna International Group, Llp 99,513 37.63
Strategic Wealth Management Inc 88,984 49.23
Cavalier Investments, LLC 88,320 37.62
AGOX - Adaptive Growth Opportunities ETF 85,913 39.51
Morgan Stanley 65,981 37.63
Hrt Financial Lp 63,167 37.61
Advisor Group Holdings, Inc. 43,031 37.62
Citadel Advisors Llc 32,930 37.63
Retirement Group, LLC 22,876 24.26
Private Portfolio Partners Llc 20,129 37.61
Harbour Investments, Inc. 16,092 49.22
Avantax Advisory Services, Inc. 14,681 37.67
HighTower Advisors, LLC 14,279 37.68

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
RVW Wealth, LLC 621,953 37.63
Royal Bank Of Canada 481,806 37.63
Wells Fargo & Company/mn 464,531 37.63
Bank Of America Corp /de/ 208,843 37.63
Raymond James Financial Services Advisors, Inc. 197,505 37.63
Jane Street Group, Llc 171,340 37.63
J.w. Cole Advisors, Inc. 158,063 0.03
LPL Financial LLC 110,764 37.63
Susquehanna International Group, Llp 99,513 37.63
Strategic Wealth Management Inc 88,984 49.23
Cavalier Investments, LLC 88,320 37.62
AGOX - Adaptive Growth Opportunities ETF 85,913 39.51
Morgan Stanley 65,981 37.63
Hrt Financial Lp 63,167 37.61
Stratos Wealth Partners, LTD. 55,306 37.63
Advisor Group Holdings, Inc. 43,031 37.62
Citadel Advisors Llc 32,930 37.63
Private Advisor Group, LLC 25,094 37.62
Retirement Group, LLC 22,876 24.26
Truist Financial Corp 20,751 37.64

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
RVW Wealth, LLC 621,953 37.63
Stratos Wealth Partners, LTD. 55,306 37.63
Citadel Advisors Llc 32,930 37.63
Private Advisor Group, LLC 25,094 37.62
Truist Financial Corp 20,751 37.64
ASPGX - Astor Sector Allocation Fund Class A Shares 17,705 56.31
Clay Northam Wealth Management, LLC 14,115 37.62
Commonwealth Equity Services, Llc 12,921 37.61
Diligent Investors, LLC 11,713 37.65
Cambridge Investment Research Advisors, Inc. 7,173 37.64
DAVENPORT & Co LLC 6,150 37.56
Koshinski Asset Management, Inc. 1,514 37.65
Newbridge Financial Services Group, Inc. 1,008 37.70
Geneos Wealth Management Inc. 380 36.84
Global Retirement Partners, LLC 289 24.22
Money Concepts Capital Corp 249 36.14
Berman Capital Advisors, LLC 187 48.13
Gradient Investments LLC 50 40.00
Allworth Financial LP 35 28.57
Macroview Investment Management Llc 24 41.67
Wolverine Trading, Llc
Mml Investors Services, Llc
Kestra Private Wealth Services, Llc
Laidlaw Wealth Management LLC
MONECO Advisors, LLC
Assetmark, Inc
Arkadios Wealth Advisors
Janney Montgomery Scott LLC
StoneX Group Inc.
Fullerton Fund Management Co Ltd
Deutsche Bank Ag\
CoreCap Advisors, LLC
Envestnet Asset Management Inc
Creative Financial Designs Inc /adv
Astor Investment Management LLC
GeoWealth Management, LLC
Hc Financial Advisors Inc
Barclays Plc
Strategic Blueprint, LLC
Integrated Wealth Concepts LLC
Cetera Investment Advisers
Townsquare Capital Llc
Fmr Llc
Parallel Advisors, LLC
Lowery Thomas, Llc
Prudential Plc
Bogart Wealth, LLC
Hartland & Co., LLC
AE Wealth Management LLC
SkyView Investment Advisors, LLC
Simplex Trading, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Paragon Advisors, LLC 11,985 27.03 17,326 37.63
AdvisorNet Financial, Inc 714 26.61 348 37.36
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
AdvisorNet Financial, Inc 366 714 26.61 348 37.36 105.17
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Paragon Advisors, LLC 5,341 11,985 27.03 17,326 37.63 -30.83
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Wolverine Trading, Llc 0
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
Truist Financial Corp 20,751 37.64
Money Concepts Capital Corp 249 36.14
Clay Northam Wealth Management, LLC 14,115 37.62
Macroview Investment Management Llc 24 41.67
DAVENPORT & Co LLC 6,150 37.56
Commonwealth Equity Services, Llc 12,921 37.61
Geneos Wealth Management Inc. 380 36.84
Stratos Wealth Partners, LTD. 55,306 37.63
Kestra Private Wealth Services, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Paragon Advisors, LLC 11,985 27.03 17,326 37.63
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
Paragon Advisors, LLC 5,341 11,985 27.03 17,326 37.63 -30.83
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