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	405	269.00	282.53	275.53
Previous Quarter	425	1362.00	282.55	275.35

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	18	127	38	3	13	12
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	1	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	1	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	2	3	11	0	4	6
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
Jpmorgan Chase & Co	1,544,210	282.55
Citigroup Inc	938,916	282.55
Susquehanna International Group, Llp	756,900	282.55
Millennium Management Llc	714,000	282.55
Citadel Advisors Llc	663,200	282.55
Jane Street Group, Llc	653,100	282.55
Jane Street Group, Llc	653,000	282.55
Susquehanna International Group, Llp	647,500	282.55
Morgan Stanley	583,855	282.55
Citadel Advisors Llc	581,100	282.55
Bessemer Group Inc	392,680	282.55
Elliott Investment Management L.P.	390,000	282.55
OWLSX - Old Westbury Large Cap Strategies Fund	389,630	263.76
Twin Tree Management, LP	371,000	282.55
Wolverine Trading, Llc	310,100	285.77
Bank Of America Corp /de/	300,300	282.55
Royal Bank Of Canada	267,402	282.55
Graticule Asia Macro Advisors LLC	263,700	282.55
Bank Of America Corp /de/	233,093	282.55
Bank Of Montreal /can/	193,757	286.00

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
Jpmorgan Chase & Co	1,544,210	282.55
Citigroup Inc	938,916	282.55
Susquehanna International Group, Llp	756,900	282.55
Millennium Management Llc	714,000	282.55
Citadel Advisors Llc	663,200	282.55
Jane Street Group, Llc	653,100	282.55
Jane Street Group, Llc	653,000	282.55
Susquehanna International Group, Llp	647,500	282.55
Morgan Stanley	583,855	282.55
Citadel Advisors Llc	581,100	282.55
Bessemer Group Inc	392,680	282.55
Elliott Investment Management L.P.	390,000	282.55
Twin Tree Management, LP	371,000	282.55
Wolverine Trading, Llc	310,100	285.77
Bank Of America Corp /de/	300,300	282.55
Royal Bank Of Canada	267,402	282.55
Graticule Asia Macro Advisors LLC	263,700	282.55
Bank Of America Corp /de/	233,093	282.55
Bank Of Montreal /can/	193,757	286.00
Goldman Sachs Group Inc	185,708	282.55

Recent Quarter Analysis

Recent Quarter 18 New Institutes added position

Name	Shares	PPS
OWLSX - Old Westbury Large Cap Strategies Fund	389,630	263.76
LCLAX - ClearBridge Select Fund Class A	79,400	263.77
SECT - Main Sector Rotation ETF	37,050	263.75
Clough Global Opportunities Fund	35,190	263.77
Clough Global Equity Fund	19,320	263.77
Clough Global Dividend & Income Fund	9,510	263.72
Spectrum Asset Management, Inc. (NB/CA)	6,784	232.61
CLOAX - Clough Global Long/Short Fund Investor Class	3,040	263.82
MDAKX - MainStay Moderate ETF Allocation Fund Class C	1,670	263.47
Peterson Wealth Services	1,643	232.50
MOEAX - MainStay Growth ETF Allocation Fund Class A	1,060	264.15
Truist Financial Corp	1,019	232.58
Harel Insurance Investments & Financial Services Ltd.	800	232.50
MWFQX - MainStay Equity ETF Allocation Fund Class R3	782	263.43
MNERX - MainStay Conservative ETF Allocation Fund Class R3	608	263.16
MDNRX - MainStay Defensive ETF Allocation Fund Class R3	170	264.71
BerganKDV Wealth Management, LLC	50	240.00
Coastal Capital Group, Inc.	17	235.29

Recent Quarter 127 Institutes closed out their positions

Name	Shares	PPS
Twin Tree Management, LP	371,000	282.55
Graticule Asia Macro Advisors LLC	263,700	282.55
Credit Suisse Ag/	148,214	282.55
Credit Suisse Ag/	148,214	282.55
Green Harvest Asset Management LLC	83,799	46.46
Two Sigma Investments, Lp	57,230	282.54
Two Sigma Investments, Lp	57,230	282.54
Walleye Trading LLC	40,600	282.56
Bright Rock Capital Management, Llc	40,000	282.55
HAP Trading, LLC	21,900	50.05
Lee Johnson Capital Management, Llc	21,113	282.53
Sigma Planning Corp	14,344	282.56
Cornerstone Wealth Group, LLC	8,618	282.55
Marshall Wace, Llp	7,409	282.49
FAAAX - Franklin K2 Alternative Strategies Fund Class A	5,390	178.29
PXJ - Invesco Dynamic Oil & Gas Services ETF	4,981	225.86
Connacht Asset Management LP	4,508	282.61
Stratos Wealth Advisors, LLC	2,373	282.34
Great Valley Advisor Group, Inc.	1,926	282.45
Lake Street Financial Llc	1,595	282.76
Segment Wealth Management, LLC	1,000	283.00
180 Wealth Advisors, Llc	1,000	305.00
DAVENPORT & Co LLC	802	283.04
Global Trust Asset Management, LLC	475	282.11
Money Concepts Capital Corp	161	279.50
IFP Advisors, Inc	28	178.57
Castleview Partners, Llc	20	250.00
Herold Advisors, Inc.	14	282500.00
Pinnacle Bancorp, Inc.
Boothbay Fund Management, Llc
Advisors Preferred, LLC
Harbor Financial Services, Llc
Lindbrook Capital, Llc
New World Advisors LLC
Geneos Wealth Management Inc.
Ciovacco Capital Management LLC
Avantax Advisory Services, Inc.
Glaxis Capital Management, LLC
Kore Private Wealth LLC
SkyView Investment Advisors, LLC
Advisory Services Network, LLC
Y-Intercept (Hong Kong) Ltd
Bedel Financial Consulting, Inc.
Deltec Asset Management Llc
Vigilare Wealth Management
United Asset Strategies, Inc.
Point72 Asset Management, L.P.
Alpine Global Management, LLC
Mutual Advisors, LLC
Lowe Wealth Advisors, LLC
Sourcerock Group LLC
Retirement Group, LLC
Anfield Capital Management, LLC
Creative Financial Designs Inc /adv
Flagship Private Wealth, LLC
Nvwm, Llc
Carmichael Hill & Associates, Inc.
Harvest Group Wealth Management, Llc
HHM Wealth Advisors, LLC
Pvg Asset Management Corp
Hsbc Holdings Plc
Squarepoint Ops LLC
Mirae Asset Global Investments Co., Ltd.
Lincoln National Corp
Mcdonald Partners Llc
Bnc Wealth Management, Llc
Bank Julius Baer & Co. Ltd, Zurich
Brevan Howard Capital Management LP
Truvestments Capital Llc
Electron Capital Partners, LLC
Peregrine Asset Advisers, Inc.
JT Stratford LLC
Strategic Blueprint, LLC
Knightsbridge Asset Management, Llc
Glassman Wealth Services
Marathon Trading Investment Management LLC
Sterling Investment Advisors, Ltd.
Sowell Financial Services LLC
Jacobi Capital Management LLC
Kovack Advisors, Inc.
IPG Investment Advisors LLC
Vaughan Nelson Investment Management, L.p.
Wagner Wealth Management, Llc
Huntington National Bank
Ieq Capital, Llc
Ballew Advisors, Inc
Chilton Capital Management Llc
Snowden Capital Advisors LLC
Visionary Wealth Advisors
Clal Insurance Enterprises Holdings Ltd
Quantbot Technologies LP
Walled Lake Planning & Wealth Management, Llc
Krs Capital Management, Llc
IMC-Chicago, LLC
Livingston Group Asset Management CO (operating as Southport Capital Management)
Schonfeld Strategic Advisors LLC
J. Goldman & Co LP
Titleist Asset Management, Ltd.
TrinityPoint Wealth, LLC
MKP Capital Management, L.L.C.
Capstone Investment Advisors, Llc
Hollencrest Capital Management
Qube Research & Technologies Ltd
Two Sigma Securities, Llc
Samalin Investment Counsel, LLC
Optiver Holding B.V.
Absolute Capital Management, LLC
Flow Traders U.s. Llc
HCR Wealth Advisors
Fifth Third Bancorp
Two Sigma Securities, Llc
Prospera Financial Services Inc
Delta Investment Management, LLC
Balyasny Asset Management Llc
Avaii Wealth Management, Llc
Mirabella Financial Services Llp
Evolution Wealth Advisors, LLC
Solstein Capital, LLC
Healthcare Of Ontario Pension Plan Trust Fund
Quaker Wealth Management, LLC
Wealthsource Partners, Llc
IMC-Chicago, LLC
Toronto Dominion Bank
Hrt Financial Lp
Balyasny Asset Management Llc
Two Sigma Securities, Llc
Kowal Investment Group, LLC

Recent Quarter 38 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SFG Wealth Management, LLC.	8,676	232.60	8,026	282.58
Spinnaker Trust	7,804	232.57	14,304	282.58
Cambridge Investment Research Advisors, Inc.	7,786	232.60	5,175	282.51
Lee Danner & Bass Inc	7,250	232.55	7,595	282.55
Rockland Trust Co	5,803	232.64	7,957	282.52
Stratos Wealth Partners, LTD.	5,545	232.64	5,443	282.56
Commonwealth Equity Services, Llc	4,969	232.44	18,457	282.55
E&G Advisors, LP	4,828	232.60	5,368	282.60
Moody National Bank Trust Division	4,639	232.59	4,639	282.60
Private Advisor Group, LLC	4,513	232.66	2,652	282.43
Castle Rock Wealth Management, LLC	4,027	221.50	8,573	304.91
Wealthfront Advisers Llc	3,728	232.56	2,759	282.71
Teamwork Financial Advisors, LLC	3,547	232.59	4,348	282.66
Beirne Wealth Consulting Services, LLC	3,457	232.57	4,157	282.66
HBW Advisory Services LLC	3,062	232.53	1,407	282.87
Wolff Wiese Magana Llc	2,989	232.52	3,019	282.54
Kaizen Financial Strategies	2,521	232.45	2,521	282.43
Capital Investment Advisory Services, LLC	1,851	232.85	518	281.85
Global Retirement Partners, LLC	1,761	232.82	1,761	281.66
Symphony Financial, Ltd. Co.	1,700	238.24	1,700	280.59

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BUYWX - Main BuyWrite Fund Class I Shares	53,000	263.75	53,000	225.83
Eisler Capital (UK) Ltd.	35,000	218.86	0
Capstone Investment Advisors, Llc	1,246	219.10	0

Recent Quarter 13 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	2,611	7,786	232.60	5,175	282.51	50.45
Private Advisor Group, LLC	1,861	4,513	232.66	2,652	282.43	70.17
HBW Advisory Services LLC	1,655	3,062	232.53	1,407	282.87	117.63
Capital Investment Advisory Services, LLC	1,333	1,851	232.85	518	281.85	257.34
Capstone Investment Advisors, Llc	1,246	1,246	219.10	0		0.00
Wealthfront Advisers Llc	969	3,728	232.56	2,759	282.71	35.12
SFG Wealth Management, LLC.	650	8,676	232.60	8,026	282.58	8.10
Worth Asset Management, LLC	159	407	233.42	248	250.00	64.11
Stratos Wealth Partners, LTD.	102	5,545	232.64	5,443	282.56	1.87
Spire Wealth Management	50	91	230.77	41	292.68	121.95
Cedar Mountain Advisors, LLC	46	107	233.64	61	278.69	75.41
Gradient Investments LLC	30	115	234.78	85	282.35	35.29
Harbor Investment Advisory, Llc	10	1,370	232.85	1,360	282.35	0.74

Recent Quarter 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	13,488	4,969	232.44	18,457	282.55	-73.08
Spinnaker Trust	6,500	7,804	232.57	14,304	282.58	-45.44
Castle Rock Wealth Management, LLC	4,546	4,027	221.50	8,573	304.91	-53.03
Rockland Trust Co	2,154	5,803	232.64	7,957	282.52	-27.07
Teamwork Financial Advisors, LLC	801	3,547	232.59	4,348	282.66	-18.42
Beirne Wealth Consulting Services, LLC	700	3,457	232.57	4,157	282.66	-16.84
E&G Advisors, LP	540	4,828	232.60	5,368	282.60	-10.06
Weaver Consulting Group	366	1,269	232.47	1,635	282.57	-22.39
Lee Danner & Bass Inc	345	7,250	232.55	7,595	282.55	-4.54
Pacifica Partners Inc.	42	660	246.97	702	252.14	-5.98
Wolff Wiese Magana Llc	30	2,989	232.52	3,019	282.54	-0.99
Mizuho Securities Co. Ltd.	1	8	250.00	9	333.33	-11.11

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 1 New Institutes added Short Position

Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
IMC-Chicago, LLC	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Two Sigma Securities, Llc	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Eisler Capital (UK) Ltd.	35,000	35,000	0	0.00

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
Truist Financial Corp	1,019	232.58
Coastal Capital Group, Inc.	17	235.29

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Stratos Wealth Advisors, LLC	2,373	282.34
Segment Wealth Management, LLC	1,000	283.00
Cornerstone Wealth Group, LLC	8,618	282.55

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Spinnaker Trust	7,804	232.57	14,304	282.58
Lee Danner & Bass Inc	7,250	232.55	7,595	282.55
Stratos Wealth Partners, LTD.	5,545	232.64	5,443	282.56
Wealthfront Advisers Llc	3,728	232.56	2,759	282.71
Teamwork Financial Advisors, LLC	3,547	232.59	4,348	282.66
Capital Investment Advisory Services, LLC	1,851	232.85	518	281.85
Weaver Consulting Group	1,269	232.47	1,635	282.57
Pacifica Partners Inc.	660	246.97	702	252.14
Spire Wealth Management	91	230.77	41	292.68
Hexagon Capital Partners LLC	25	240.00	25	280.00
Mizuho Securities Co. Ltd.	8	250.00	9	333.33

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital Investment Advisory Services, LLC	1,333	1,851	232.85	518	281.85	257.34
Wealthfront Advisers Llc	969	3,728	232.56	2,759	282.71	35.12
Stratos Wealth Partners, LTD.	102	5,545	232.64	5,443	282.56	1.87
Spire Wealth Management	50	91	230.77	41	292.68	121.95

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spinnaker Trust	6,500	7,804	232.57	14,304	282.58	-45.44
Teamwork Financial Advisors, LLC	801	3,547	232.59	4,348	282.66	-18.42
Weaver Consulting Group	366	1,269	232.47	1,635	282.57	-22.39
Lee Danner & Bass Inc	345	7,250	232.55	7,595	282.55	-4.54
Pacifica Partners Inc.	42	660	246.97	702	252.14	-5.98
Mizuho Securities Co. Ltd.	1	8	250.00	9	333.33	-11.11

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name