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	534	93.00	28.28	32.86
Previous Quarter	576	152.00	28.28	33.58

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	4	127	87	4	23	49
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	1	0	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	1	4	28	3	6	19
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	1	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/	23,063,790	28.28
Morgan Stanley	7,045,772	28.28
Harel Insurance Investments & Financial Services Ltd.	6,834,961	22.83
Jpmorgan Chase & Co	3,972,652	28.28
LPL Financial LLC	3,543,876	28.28
Congress Wealth Management LLC / DE /	2,313,604	28.28
UBS Group AG	2,073,853	28.28
Wells Fargo & Company/mn	1,958,048	28.28
RiverFront Investment Group, LLC	1,864,887	28.28
Raymond James Financial Services Advisors, Inc.	1,844,255	28.28
Envestnet Asset Management Inc	1,479,862	28.28
Pnc Financial Services Group, Inc.	1,451,010	28.28
Raymond James & Associates	1,415,789	28.28
Edge Capital Group, LLC	1,407,906	28.28
Mariner, LLC	1,225,898	28.28
Royal Bank Of Canada	1,153,843	28.28
Evoke Wealth, Llc	1,049,841	0.28
GenTrust, LLC	1,047,343	22.85
Commonwealth Equity Services, Llc	1,001,687	22.77
Allianz Asset Management GmbH	976,100	28.28

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/	23,063,790	28.28
Morgan Stanley	7,045,772	28.28
Harel Insurance Investments & Financial Services Ltd.	6,887,124	28.28
Jpmorgan Chase & Co	3,972,652	28.28
LPL Financial LLC	3,543,876	28.28
Congress Wealth Management LLC / DE /	2,313,604	28.28
UBS Group AG	2,073,853	28.28
Wells Fargo & Company/mn	1,958,048	28.28
RiverFront Investment Group, LLC	1,864,887	28.28
Raymond James Financial Services Advisors, Inc.	1,844,255	28.28
Envestnet Asset Management Inc	1,479,862	28.28
Pnc Financial Services Group, Inc.	1,451,010	28.28
Raymond James & Associates	1,415,789	28.28
Edge Capital Group, LLC	1,407,906	28.28
Mariner, LLC	1,225,898	28.28
Commonwealth Equity Services, Llc	1,213,942	28.28
Royal Bank Of Canada	1,153,843	28.28
Evoke Wealth, Llc	1,049,841	0.28
GenTrust, LLC	982,606	28.28
Allianz Asset Management GmbH	976,100	28.28

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
Y-Intercept (Hong Kong) Ltd	12,376	28.28
Vigilant Capital Management, LLC	391	23.02
Heritage Financial Services, LLC	27
Tradewinds Capital Management, LLC	20

Recent Quarter 127 Institutes closed out their positions

Name	Shares	PPS
Paragon Wealth Strategies, LLC	719,751	28.28
Polaris Wealth Advisory Group, LLC	304,854	27.29
Marks Wealth, LLC	270,942	28.28
HighTower Advisors, LLC	160,662	28.20
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I	106,177	25.41
IFP Advisors, Inc	80,051	28.81
Paladin Advisory Group, LLC	77,923	28.26
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	68,460	28.28
Ameritas Investment Corp	63,610	0.03
ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I	63,051	25.41
Homrich & Berg	62,367	25.41
ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I	51,451	25.40
Mid Atlantic Financial Management Inc/adv	37,692	25.42
Professional Planning	35,159	25.40
Lido Advisors, LLC	31,623	28.27
Lido Advisors, LLC	31,623	28.27
Access Financial Services, Inc.	23,854	28.30
ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I	20,842	25.43
Transcend Wealth Collective, Llc	15,686	28.31
Milestone Advisory Partners	14,029	28.30
Y-Intercept (Hong Kong) Ltd	12,376	28.28
Bell Rock Capital Llc	11,761	27.12
Cascadia Advisory Services, LLC	10,352	25.41
Cooper Financial Group	9,724	28.28
Veracity Capital LLC	9,424	28.23
Icon Wealth Partners, LLC	8,843	28.27
FRG Family Wealth Advisors LLC	8,790	28.33
Good Life Advisors, LLC	7,938	28.22
Capital Insight Partners, Llc	7,859	28.25
Means Investment Co., Inc.	7,483	28.33
HYA Advisors, Inc	7,323	28.27
Carroll Financial Associates, Inc.	4,465	28.67
Reilly Financial Advisors, Llc	1,835	28.88
McCarthy Asset Management, Inc.	1,099	28.21
SOA Wealth Advisors, LLC.	893	28.00
Allworth Financial LP	292	30.82
Herold Advisors, Inc.	260	28276.92
Sonora Investment Management, LLC	200	25.00
Rosenberg Matthew Hamilton	140	28.57
Bbva Usa	43	23.26
Cowen And Company, Llc
Fifth Third Securities, Inc.
Oak Harvest Investment Services
QCM Cayman, Ltd.
Cordant, Inc.
Ssi Investment Management Llc
Fortis Advisors, LLC
Signet Financial Management, Llc
Barnett & Company, Inc.
Hall Capital Management Co Inc
Arkadios Wealth Advisors
AMJ Financial Wealth Management
Total Clarity Wealth Management, Inc.
Prelude Capital Management, Llc
United Asset Strategies, Inc.
Jacobi Capital Management LLC
Financial Architects, Inc
Fsb Premier Wealth Management, Inc.
Dixon Hughes Goodman Wealth Advisors LLC
Compagnie Lombard Odier SCmA
Dynamic Advisor Solutions LLC
Allegheny Financial Group LTD
Intercontinental Wealth Advisors, LLC
BlackDiamond Wealth Management Inc.
Meridian Wealth Partners, LLC
Graham Capital Management, L.P.
Ibex Wealth Advisors
Providence Capital Advisors, LLC
CNB Bank
Aspire Private Capital, LLC
Albion Financial Group /ut
Phoenix Holdings Ltd.
Continuum Advisory, LLC
Westshore Wealth, LLC
Wagner Wealth Management, Llc
Occidental Asset Management, LLC
O'shaughnessy Asset Management, Llc
Mystic Asset Management, Inc.
Clearview Wealth Advisors LLC
StoneX Group Inc.
Kovitz Investment Group Partners, LLC
Herbst Group, Llc
First Hawaiian Bank
Motco
Ford Financial Group, LLC
Confluence Wealth Services, Inc.
Bank of New York Mellon Corp
Mark Sheptoff Financial Planning, Llc
Independent Advisor Alliance
Liberty Wealth Management Llc
Antara Capital LP
Vontobel Holding Ltd.
Smithbridge Asset Management Inc/de
Masso Torrence Wealth Management Inc.
TAP Consulting, LLC
Alliancebernstein L.p.
Altshuler Shaham Ltd
Flow Traders U.s. Llc
HAP Trading, LLC
Beaumont Financial Partners, LLC
Brendel Financial Advisors LLC
Credit Suisse Ag/
Franklin Resources Inc
Wolverine Trading, Llc
Sawyer & Company, Inc
Eubel Brady & Suttman Asset Management Inc
Sowell Financial Services LLC
Fermata Advisors, LLC
Partners Capital Investment Group, Llp
David R. Rahn & Associates Inc.
Arlington Capital Management, Inc.
Huntington National Bank
Focused Wealth Management, Inc
L & S Advisors Inc
Context Capital Management, LLC
Brevan Howard Capital Management LP
Madison Asset Management, LLC
Stonebridge Financial Planning Group, LLC
Hilltop Holdings Inc.
Aveo Capital Partners, LLC
Clear Investment Research, Llc
Wolverine Trading, Llc
DCM Advisors, LLC
Wolverine Trading, Llc
Gemmer Asset Management LLC
Parallel Advisors, LLC
Fulcrum Equity Management

Recent Quarter 87 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harel Insurance Investments & Financial Services Ltd.	6,834,961	22.83	6,887,124	28.28
GenTrust, LLC	1,047,343	22.85	982,606	28.28
Commonwealth Equity Services, Llc	1,001,687	22.77	1,213,942	28.28
Diversified, LLC	738,327	22.77	132,256	28.28
Round Table Services, LLC	719,930	22.84	721,853	28.28
MAI Capital Management	355,051	22.77	412,638	28.28
Cambridge Investment Research Advisors, Inc.	339,729	22.77	385,642	28.28
Sanders Morris Harris Llc	322,445	22.92	401,999	28.28
Ameraudi Asset Management, Inc.	307,272	22.77	309,361	28.28
Stratos Wealth Partners, LTD.	231,307	22.77	380,263	28.28
Private Advisor Group, LLC	219,578	22.77	312,287	28.28
Truist Financial Corp	208,930	22.77	254,299	28.28
Jmac Enterprises Llc	180,124	22.77	200,922	28.28
Savior LLC	146,610	22.77	150,056	28.61
PCG Wealth Advisors, LLC	134,289	22.77	132,002	28.28
Ogorek Anthony Joseph /ny/ /adv	117,513	22.76	144,636	28.28
Spire Wealth Management	112,858	22.77	239,505	28.28
Advisory Alpha, LLC	103,740	22.77	102,580	28.28
Great Valley Advisor Group, Inc.	99,933	22.77	645,356	28.28
WealthCare Investment Partners, LLC	88,287	22.77	102,561	27.65

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares
Activest Wealth Management	5,799	22.76	0
Bank Julius Baer & Co. Ltd, Zurich	2,720	22.79	0
Hexagon Capital Partners LLC	1,080	23.15	1
Trust Co Of Vermont	380	23.68	0

Recent Quarter 23 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Diversified, LLC	606,071	738,327	22.77	132,256	28.28	458.26
GenTrust, LLC	64,737	1,047,343	22.85	982,606	28.28	6.59
HBW Advisory Services LLC	6,847	24,994	22.77	18,147	28.27	37.73
Activest Wealth Management	5,799	5,799	22.76	0		0.00
Cookson Peirce & Co Inc	5,218	26,522	22.77	21,304	28.26	24.49
CVA Family Office, LLC	2,900	40,985	22.76	38,085	28.28	7.61
Bank Julius Baer & Co. Ltd, Zurich	2,720	2,720	22.79	0		0.00
PFG Advisors	2,698	17,381	22.78	14,683	28.26	18.37
Lake Street Financial Llc	2,678	36,958	22.78	34,280	28.27	7.81
PCG Wealth Advisors, LLC	2,287	134,289	22.77	132,002	28.28	1.73
Millburn Ridgefield Corp	2,189	12,735	22.77	10,546	28.26	20.76
Western Wealth Management, LLC	1,439	82,826	22.79	81,387	28.28	1.77
Advisory Alpha, LLC	1,160	103,740	22.77	102,580	28.28	1.13
Hexagon Capital Partners LLC	1,079	1,080	23.15	1		107900.00
Aurora Private Wealth, Inc.	841	9,758	22.75	8,917	28.26	9.43
Summit Financial Group, Inc.	775	38,665	22.79	37,890	28.29	2.05
Harbor Investment Advisory, Llc	608	12,859	22.79	12,251	28.24	4.96
Conservest Capital Advisors, Inc.	439	11,371	22.78	10,932	28.27	4.02
Trust Co Of Vermont	380	380	23.68	0		0.00
Tandem Capital Management Corp /adv	300	9,055	22.75	8,755	27.07	3.43

Recent Quarter 49 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Great Valley Advisor Group, Inc.	545,423	99,933	22.77	645,356	28.28	-84.52
Commonwealth Equity Services, Llc	212,255	1,001,687	22.77	1,213,942	28.28	-17.48
Stratos Wealth Partners, LTD.	148,956	231,307	22.77	380,263	28.28	-39.17
Spire Wealth Management	126,647	112,858	22.77	239,505	28.28	-52.88
Private Advisor Group, LLC	92,709	219,578	22.77	312,287	28.28	-29.69
Sanders Morris Harris Llc	79,554	322,445	22.92	401,999	28.28	-19.79
MAI Capital Management	57,587	355,051	22.77	412,638	28.28	-13.96
Harel Insurance Investments & Financial Services Ltd.	52,163	6,834,961	22.83	6,887,124	28.28	-0.76
Cambridge Investment Research Advisors, Inc.	45,913	339,729	22.77	385,642	28.28	-11.91
Truist Financial Corp	45,369	208,930	22.77	254,299	28.28	-17.84
Provident Wealth Management, LLC	32,719	33,714	22.78	66,433	28.28	-49.25
Ogorek Anthony Joseph /ny/ /adv	27,123	117,513	22.76	144,636	28.28	-18.75
Brookstone Capital Management	23,554	32,163	23.07	55,717	27.08	-42.27
Jmac Enterprises Llc	20,798	180,124	22.77	200,922	28.28	-10.35
Exane Derivatives	20,704	6,945	22.75	27,649	28.28	-74.88
WealthCare Investment Partners, LLC	14,274	88,287	22.77	102,561	27.65	-13.92
Koshinski Asset Management, Inc.	11,572	47,462	0.02	59,034	28.27	-19.60
Wbh Advisory Inc	9,380	45,192	22.99	54,572	27.05	-17.19
WT Wealth Management	8,278	61,638	22.83	69,916	28.28	-11.84
Money Concepts Capital Corp	7,508	175	22.86	7,683	28.24	-97.72

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
DMSFX - Destinations Multi Strategy Alternatives Fund Class I

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	0

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 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Paladin Advisory Group, LLC	4,994	82,917	77,923	6.41

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 1 New Institutes added position

Name	Shares	PPS
Tradewinds Capital Management, LLC	20

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Means Investment Co., Inc.	7,483	28.33
Access Financial Services, Inc.	23,854	28.30
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	68,460	28.28
Capital Insight Partners, Llc	7,859	28.25

Past Week 28 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GenTrust, LLC	1,047,343	22.85	982,606	28.28
Round Table Services, LLC	719,930	22.84	721,853	28.28
Ameraudi Asset Management, Inc.	307,272	22.77	309,361	28.28
Stratos Wealth Partners, LTD.	231,307	22.77	380,263	28.28
Truist Financial Corp	208,930	22.77	254,299	28.28
Jmac Enterprises Llc	180,124	22.77	200,922	28.28
Savior LLC	146,610	22.77	150,056	28.61
Ogorek Anthony Joseph /ny/ /adv	117,513	22.76	144,636	28.28
Spire Wealth Management	112,858	22.77	239,505	28.28
Stratos Wealth Advisors, LLC	77,104	22.77	78,345	28.29
WT Wealth Management	61,638	22.83	69,916	28.28
American Institute for Advanced Investment Management, LLP	52,700	22.77	53,585	28.27
Geneos Wealth Management Inc.	50,025	22.91	52,759	28.28
Providence First Trust Co	33,191	22.78	33,191	28.29
Claudia M.p. Batlle, Crp (r) Llc	29,188	22.78	29,476	28.26
Wedbush Securities Inc	28,201	22.77	31,114	28.28
Cookson Peirce & Co Inc	26,522	22.77	21,304	28.26
Wealthfront Advisers Llc	15,596	22.76	17,901	28.27
Sequoia Financial Advisors, LLC	14,654	22.79	16,992	28.25
Purus Wealth Management, LLC	11,451	22.79	11,801	28.30
Aurora Private Wealth, Inc.	9,758	22.75	8,917	28.26
Macroview Investment Management Llc	2,645	22.68	2,764	28.22
Coastal Capital Group, Inc.	1,306	22.97	1,306	28.33
Capital Investment Advisory Services, LLC	729	23.32	729	28.81
Lakeview Capital Partners, LLC	700	22.86	700	28.57
Sandy Spring Bank	407	22.11	407	29.48
Bogart Wealth, LLC	407	22.11	580	27.59
Charter Oak Capital Management, LLC	65	15.38	65	30.77

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares
Bank Julius Baer & Co. Ltd, Zurich	2,720	22.79	0
Hexagon Capital Partners LLC	1,080	23.15	1
Trust Co Of Vermont	380	23.68	0

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
GenTrust, LLC	64,737	1,047,343	22.85	982,606	28.28	6.59
Cookson Peirce & Co Inc	5,218	26,522	22.77	21,304	28.26	24.49
Bank Julius Baer & Co. Ltd, Zurich	2,720	2,720	22.79	0		0.00
Hexagon Capital Partners LLC	1,079	1,080	23.15	1		107900.00
Aurora Private Wealth, Inc.	841	9,758	22.75	8,917	28.26	9.43
Trust Co Of Vermont	380	380	23.68	0		0.00

Past Week 19 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Stratos Wealth Partners, LTD.	148,956	231,307	22.77	380,263	28.28	-39.17
Spire Wealth Management	126,647	112,858	22.77	239,505	28.28	-52.88
Truist Financial Corp	45,369	208,930	22.77	254,299	28.28	-17.84
Ogorek Anthony Joseph /ny/ /adv	27,123	117,513	22.76	144,636	28.28	-18.75
Jmac Enterprises Llc	20,798	180,124	22.77	200,922	28.28	-10.35
WT Wealth Management	8,278	61,638	22.83	69,916	28.28	-11.84
Savior LLC	3,446	146,610	22.77	150,056	28.61	-2.30
Wedbush Securities Inc	2,913	28,201	22.77	31,114	28.28	-9.36
Geneos Wealth Management Inc.	2,734	50,025	22.91	52,759	28.28	-5.18
Sequoia Financial Advisors, LLC	2,338	14,654	22.79	16,992	28.25	-13.76
Wealthfront Advisers Llc	2,305	15,596	22.76	17,901	28.27	-12.88
Ameraudi Asset Management, Inc.	2,089	307,272	22.77	309,361	28.28	-0.68
Round Table Services, LLC	1,923	719,930	22.84	721,853	28.28	-0.27
Stratos Wealth Advisors, LLC	1,241	77,104	22.77	78,345	28.29	-1.58
American Institute for Advanced Investment Management, LLP	885	52,700	22.77	53,585	28.27	-1.65
Purus Wealth Management, LLC	350	11,451	22.79	11,801	28.30	-2.97
Claudia M.p. Batlle, Crp (r) Llc	288	29,188	22.78	29,476	28.26	-0.98
Bogart Wealth, LLC	173	407	22.11	580	27.59	-29.83
Macroview Investment Management Llc	119	2,645	22.68	2,764	28.22	-4.31

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 1 New Institutes added Short Position

Name
DMSFX - Destinations Multi Strategy Alternatives Fund Class I

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