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	246	NaN	0.00	49.55
Previous Quarter	258	NaN	0.00	53.55

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	3	56	41	0	16	12
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	2	1	19	0	9	4
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	27	0.00	0.00	0	0.00	0.00
Previous Quarter	27	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
HighTower Advisors, LLC	884,927	55.57
Commonwealth Equity Services, Llc	817,179	43.15
Analyst IMS Investment Management Services Ltd.	524,717	55.56
Advisor Group Holdings, Inc.	516,707	80.31
Divergent Wealth Advisors, Llc	512,371	43.15
LPL Financial LLC	507,312	55.56
Bank Of America Corp /de/	490,979	55.56
GeoWealth Management, LLC	433,160	55.56
Smith Chas P & Associates Pa Cpas	412,762	43.15
Kestra Advisory Services, LLC	374,629	0.06
Ullmann Financial Group, Inc.	343,856	43.15
Ameriprise Financial Inc	342,691	55.63
Atria Wealth Solutions, Inc.	325,371	55.56
Verity Asset Management, Inc.	320,098	0.02
FOCUS Wealth Advisors, LLC	312,071	43.15
Regal Investment Advisors LLC	286,241	55.56
Meitav Dash Investments Ltd	271,077	55.14
Fmr Llc	221,986	55.56
Madison Wealth Partners, Inc	220,296	43.15
Wealthfront Advisers Llc	203,521	43.15

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
HighTower Advisors, LLC	884,927	55.57
Freed Investment Group	777,052	56.18
Commonwealth Equity Services, Llc	614,005	55.56
Analyst IMS Investment Management Services Ltd.	524,717	55.56
Advisor Group Holdings, Inc.	516,707	80.31
LPL Financial LLC	507,312	55.56
Bank Of America Corp /de/	490,979	55.56
Divergent Wealth Advisors, Llc	459,730	55.56
GeoWealth Management, LLC	433,160	55.56
Kestra Advisory Services, LLC	374,629	0.06
Smith Chas P & Associates Pa Cpas	356,641	55.56
Ameriprise Financial Inc	342,691	55.63
Atria Wealth Solutions, Inc.	325,371	55.56
Verity Asset Management, Inc.	320,098	0.02
FOCUS Wealth Advisors, LLC	301,128	55.56
Regal Investment Advisors LLC	286,241	55.56
Meitav Dash Investments Ltd	271,077	55.14
Fmr Llc	221,986	55.56
Ullmann Financial Group, Inc.	201,164	55.56
Madison Wealth Partners, Inc	200,156	55.56

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Aaron Wealth Advisors LLC	12,500	43.12
Heritage Financial Services, LLC	1,500	42.67
McCutchen Group LLC	0

Recent Quarter 56 Institutes closed out their positions

Name	Shares	PPS
Freed Investment Group	777,052	56.18
Cardan Capital Partners, LLC	130,734	56.18
Spire Wealth Management	91,979	55.56
IFP Advisors, Inc	31,884	61.60
Mid Atlantic Financial Management Inc/adv	16,685	56.16
Ameritas Investment Corp	10,049	0.10
Lake Street Financial Llc	6,008	55.59
Calton & Associates, Inc.	4,188	55.40
Wealth Alliance Advisory Group, LLC	4,130	55.45
Mayport, Llc	4,100	55.61
Koshinski Asset Management, Inc.	1,158	55.27
Carroll Financial Associates, Inc.	286	59.44
Berman Capital Advisors, LLC	200	55.00
Foresight Capital Management Advisors, Inc.	163	55.21
Sonora Investment Management, LLC	70	57.14
Addison Advisors LLC
Gradient Investments LLC
O'shaughnessy Asset Management, Llc
TBH Global Asset Management, LLC
CHURCHILL MANAGEMENT Corp
Cassady Schiller Wealth Management, LLC
Institutional & Family Asset Management, Llc
Chilton Capital Management Llc
HBW Advisory Services LLC
Lloyd Advisory Services, LLC.
Redhawk Wealth Advisors, Inc.
Wealthstar Advisors, Llc
Brookstone Capital Management
Kelman-Lazarov, Inc.
Geneos Wealth Management Inc.
Evanson Asset Management, LLC
Geneva Partners, LLC
Meritage Portfolio Management
Old Mission Capital Llc
Antonetti Capital Management LLC
StoneX Group Inc.
Clarity Financial LLC
Widmann Financial Services, Inc.
Y-Intercept (Hong Kong) Ltd
Arkadios Wealth Advisors
Renaissance Technologies Llc
McCutchen Group LLC
Amplius Wealth Advisors, LLC
Future Financial Wealth Managment LLC
Jane Street Group, Llc
Gerber Kawasaki Wealth & Investment Management
Allegheny Financial Group LTD
Oakworth Capital, Inc.
Fsb Premier Wealth Management, Inc.
Flow Traders U.s. Llc
First Heartland Consultants, Inc.
Trexquant Investment LP
Ironwood Wealth Management, Inc.
Two Sigma Securities, Llc
Hm Payson & Co
Regentatlantic Capital Llc

Recent Quarter 41 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	817,179	43.15	614,005	55.56
Divergent Wealth Advisors, Llc	512,371	43.15	459,730	55.56
Smith Chas P & Associates Pa Cpas	412,762	43.15	356,641	55.56
Ullmann Financial Group, Inc.	343,856	43.15	201,164	55.56
FOCUS Wealth Advisors, LLC	312,071	43.15	301,128	55.56
Madison Wealth Partners, Inc	220,296	43.15	200,156	55.56
Wealthfront Advisers Llc	203,521	43.15	177,260	55.56
Cambridge Investment Research Advisors, Inc.	132,064	43.15	156,751	55.56
Hollencrest Capital Management	120,810	43.15	120,810	55.56
Silicon Valley Capital Partners	108,884	43.15	109,238	55.56
Money Concepts Capital Corp	65,674	43.55	81,422	55.56
Ayalon Holdings Ltd.	36,947	43.14	47,420	55.57
CRA Financial Services, LLC	34,035	43.16	33,932	55.55
B&D White Capital Company, LLC	32,560	43.12	32,560	55.56
Stratos Wealth Partners, LTD.	29,496	43.16	20,190	55.57
RWM Asset Management, LLC	22,850	43.15	22,850	55.58
Sequent Asset Management, LLC	22,612	43.16	22,652	55.54
Allworth Financial LP	20,175	43.17	20,925	55.58
Avondale Wealth Management	16,280	43.12	17,977	55.57
Private Advisor Group, LLC	14,101	43.12	15,103	55.55

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 16 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	203,174	817,179	43.15	614,005	55.56	33.09
Ullmann Financial Group, Inc.	142,692	343,856	43.15	201,164	55.56	70.93
Smith Chas P & Associates Pa Cpas	56,121	412,762	43.15	356,641	55.56	15.74
Divergent Wealth Advisors, Llc	52,641	512,371	43.15	459,730	55.56	11.45
Wealthfront Advisers Llc	26,261	203,521	43.15	177,260	55.56	14.81
Madison Wealth Partners, Inc	20,140	220,296	43.15	200,156	55.56	10.06
FOCUS Wealth Advisors, LLC	10,943	312,071	43.15	301,128	55.56	3.63
Stratos Wealth Partners, LTD.	9,306	29,496	43.16	20,190	55.57	46.09
Great Valley Advisor Group, Inc.	3,829	13,996	43.16	10,167	60.88	37.66
SOA Wealth Advisors, LLC.	839	4,112	43.04	3,273	55.30	25.63
MAI Capital Management	599	8,724	43.10	8,125	55.51	7.37
Grandview Asset Management LLC	147	6,234	43.15	6,087	55.53	2.41
CRA Financial Services, LLC	103	34,035	43.16	33,932	55.55	0.30
Engrave Wealth Partners LLC	24	12,089	43.18	12,065	55.53	0.20
GPS Wealth Strategies Group, LLC	4	1,780	43.26	1,776	55.74	0.23
Global Retirement Partners, LLC	2	1,434	43.24	1,432	43.99	0.14

Recent Quarter 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	24,687	132,064	43.15	156,751	55.56	-15.75
Money Concepts Capital Corp	15,748	65,674	43.55	81,422	55.56	-19.34
Ayalon Holdings Ltd.	10,473	36,947	43.14	47,420	55.57	-22.09
Truist Financial Corp	9,604	5,933	43.15	15,537	55.54	-61.81
Avondale Wealth Management	1,697	16,280	43.12	17,977	55.57	-9.44
Ridgewood Investments LLC	1,631	13,164	43.15	14,795	55.56	-11.02
Private Advisor Group, LLC	1,002	14,101	43.12	15,103	55.55	-6.63
Charter Oak Capital Management, LLC	1,000	6,313	43.09	7,313	60.85	-13.67
Allworth Financial LP	750	20,175	43.17	20,925	55.58	-3.58
Optimum Investment Advisors	500	1,500	43.33	2,000	55.50	-25.00
Silicon Valley Capital Partners	354	108,884	43.15	109,238	55.56	-0.32
Sequent Asset Management, LLC	40	22,612	43.16	22,652	55.54	-0.18

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

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
Aaron Wealth Advisors LLC	12,500	43.12
Heritage Financial Services, LLC	1,500	42.67

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Spire Wealth Management	91,979	55.56

Past Week 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	817,179	43.15	614,005	55.56
Divergent Wealth Advisors, Llc	512,371	43.15	459,730	55.56
Madison Wealth Partners, Inc	220,296	43.15	200,156	55.56
Wealthfront Advisers Llc	203,521	43.15	177,260	55.56
Hollencrest Capital Management	120,810	43.15	120,810	55.56
Money Concepts Capital Corp	65,674	43.55	81,422	55.56
CRA Financial Services, LLC	34,035	43.16	33,932	55.55
Stratos Wealth Partners, LTD.	29,496	43.16	20,190	55.57
Great Valley Advisor Group, Inc.	13,996	43.16	10,167	60.88
First United Bank Trust/	13,340	43.18	13,340	55.55
Ridgewood Investments LLC	13,164	43.15	14,795	55.56
MAI Capital Management	8,724	43.10	8,125	55.51
Round Rock Advisors, LLC	7,395	43.14	7,395	55.58
Charter Oak Capital Management, LLC	6,313	43.09	7,313	60.85
Truist Financial Corp	5,933	43.15	15,537	55.54
Delta Investment Management, LLC	5,500	43.09	5,500	55.64
GPS Wealth Strategies Group, LLC	1,780	43.26	1,776	55.74
TCI Wealth Advisors, Inc.	363	44.08	363	55.10
Lake Point Wealth Management	200	45.00	200	55.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	203,174	817,179	43.15	614,005	55.56	33.09
Divergent Wealth Advisors, Llc	52,641	512,371	43.15	459,730	55.56	11.45
Wealthfront Advisers Llc	26,261	203,521	43.15	177,260	55.56	14.81
Madison Wealth Partners, Inc	20,140	220,296	43.15	200,156	55.56	10.06
Stratos Wealth Partners, LTD.	9,306	29,496	43.16	20,190	55.57	46.09
Great Valley Advisor Group, Inc.	3,829	13,996	43.16	10,167	60.88	37.66
MAI Capital Management	599	8,724	43.10	8,125	55.51	7.37
CRA Financial Services, LLC	103	34,035	43.16	33,932	55.55	0.30
GPS Wealth Strategies Group, LLC	4	1,780	43.26	1,776	55.74	0.23

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Concepts Capital Corp	15,748	65,674	43.55	81,422	55.56	-19.34
Truist Financial Corp	9,604	5,933	43.15	15,537	55.54	-61.81
Ridgewood Investments LLC	1,631	13,164	43.15	14,795	55.56	-11.02
Charter Oak Capital Management, LLC	1,000	6,313	43.09	7,313	60.85	-13.67

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