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 44.00 45.89 44.34
Previous Quarter 147 45.00 45.90 44.65

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 70 4 2 4 1
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 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 3 2 2 3 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
Bank Of America Corp /de/ 6,990,519 45.90
IMC-Chicago, LLC 376,100 20.48
Advisor Group Holdings, Inc. 126,789 45.78
TMAT - Main Thematic Innovation ETF 117,395 37.67
Main Management ETF Advisors, LLC 116,865 45.90
UBS Group AG 114,874 45.90
Morgan Stanley 91,894 45.90
RWM Asset Management, LLC 58,475 32.49
Cetera Advisors LLC 58,006 45.89
Cetera Investment Advisers 44,111 45.91
LPL Financial LLC 31,669 45.91
Verity Asset Management, Inc. 30,478 0.03
Stifel Financial Corp 29,741 45.90
Cambridge Investment Research Advisors, Inc. 27,934 32.51
Royal Bank Of Canada 27,197 45.96
Smart Portfolios, LLC 20,073 45.88
Kestra Advisory Services, LLC 18,266 45.88
Raymond James Financial Services Advisors, Inc. 15,449 45.89
Wells Fargo & Company/mn 14,211 45.95
Old Mission Capital Llc 12,499 45.92

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
Bank Of America Corp /de/ 6,990,519 45.90
IMC-Chicago, LLC 376,100 20.48
Advisor Group Holdings, Inc. 126,789 45.78
Main Management ETF Advisors, LLC 116,865 45.90
UBS Group AG 114,874 45.90
TMAT - Main Thematic Innovation ETF 98,580 50.93
Morgan Stanley 91,894 45.90
Cetera Advisors LLC 58,006 45.89
Cetera Investment Advisers 44,111 45.91
LPL Financial LLC 31,669 45.91
Verity Asset Management, Inc. 30,478 0.03
Stifel Financial Corp 29,741 45.90
Cambridge Investment Research Advisors, Inc. 29,556 45.91
Royal Bank Of Canada 27,197 45.96
Smart Portfolios, LLC 20,073 45.88
Kestra Advisory Services, LLC 18,266 45.88
Raymond James Financial Services Advisors, Inc. 15,449 45.89
Wells Fargo & Company/mn 14,211 45.95
Old Mission Capital Llc 12,499 45.92
Commonwealth Equity Services, Llc 10,091 45.88

 

Recent Quarter Analysis

Name Shares PPS
Verity Asset Management, Inc. 30,478 0.03
AdvisorNet Financial, Inc 34 29.41
Mascoma Wealth Management LLC 7
Name Shares PPS
Verity Asset Management, Inc. 30,478 0.03
IFP Advisors, Inc 492 56.91
Allworth Financial LP 451 46.56
Sonora Investment Management, LLC 400 65.00
Koshinski Asset Management, Inc. 360 47.22
Rosenberg Matthew Hamilton 50 40.00
Citadel Advisors Llc
Proquility Private Wealth Partners, LLC
Future Financial Wealth Managment LLC
Laurel Wealth Advisors LLC
Morris Retirement Advisors, LLC
SRS Capital Advisors, Inc.
Bessemer Group Inc
Paragon Wealth Strategies, LLC
Titus Wealth Management
Barclays Plc
Williams Jones Wealth Management, LLC.
National Asset Management, Inc.
Creative Planning
ExodusPoint Capital Management, LP
Huntington National Bank
Cetera Advisor Networks LLC
Rockbridge Investment Management, LCC
Sigma Planning Corp
Modus Advisors, LLC
Advisory Services Network, LLC
StoneX Group Inc.
Mv Capital Management, Inc.
Cwm, Llc
Total Clarity Wealth Management, Inc.
Tsfg, Llc
Milestone Advisory Partners
Aspire Private Capital, LLC
BCS Wealth Management
Fifth Third Bancorp
Centaurus Financial, Inc.
Merit Financial Group, LLC
Oppenheimer & Co Inc
O'shaughnessy Asset Management, Llc
Belvedere Trading LLC
Us Bancorp \de\
Mirae Asset Global Investments Co., Ltd.
Ameriprise Financial Inc
Signaturefd, Llc
Avantax Advisory Services, Inc.
Snowden Capital Advisors LLC
Brighton Jones Llc
F3Logic, LLC
Eaton Vance Management
Sowell Financial Services LLC
Sandy Cove Advisors, LLC
Newbridge Financial Services Group, Inc.
Citadel Advisors Llc
Navis Wealth Advisors, LLC
Capital Investment Advisory Services, LLC
FinTrust Capital Advisors, LLC
Lenox Wealth Advisors, LLC
Acorn Wealth Advisors, LLC
Arkadios Wealth Advisors
Janney Montgomery Scott LLC
SG Americas Securities, LLC
James Investment Research Inc
Ameritas Investment Partners, Inc.
Jacobi Capital Management LLC
Venturi Wealth Management, LLC
Prime Capital Investment Advisors, LLC
Phoenix Wealth Advisors
True Link Financial Advisors, LLC
Jane Street Group, Llc
Patriot Financial Group Insurance Agency, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
TMAT - Main Thematic Innovation ETF 117,395 37.67 98,580 50.93
Cambridge Investment Research Advisors, Inc. 27,934 32.51 29,556 45.91
Thrive Wealth Management, LLC 9,561 32.53 9,516 45.92
Advocacy Wealth Management Services, LLC 89 33.71 89 44.94
Name Current Shares Current PPS Previous Shares Previous PPS
RWM Asset Management, LLC 58,475 32.49 0
Activest Wealth Management 475 31.58 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
RWM Asset Management, LLC 58,475 58,475 32.49 0 0.00
TMAT - Main Thematic Innovation ETF 18,815 117,395 37.67 98,580 50.93 19.09
Activest Wealth Management 475 475 31.58 0 0.00
Thrive Wealth Management, LLC 45 9,561 32.53 9,516 45.92 0.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 1,622 27,934 32.51 29,556 45.91 -5.49
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Citadel Advisors Llc 0
Proequities, Inc. 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
Mascoma Wealth Management LLC 7
Name Shares PPS
Rosenberg Matthew Hamilton 50 40.00
Allworth Financial LP 451 46.56
Koshinski Asset Management, Inc. 360 47.22
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 27,934 32.51 29,556 45.91
Thrive Wealth Management, LLC 9,561 32.53 9,516 45.92
Name Current Shares Current PPS Previous Shares Previous PPS
RWM Asset Management, LLC 58,475 32.49 0
Activest Wealth Management 475 31.58 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
RWM Asset Management, LLC 58,475 58,475 32.49 0 0.00
Activest Wealth Management 475 475 31.58 0 0.00
Thrive Wealth Management, LLC 45 9,561 32.53 9,516 45.92 0.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 1,622 27,934 32.51 29,556 45.91 -5.49
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