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 133 66.00 66.57 64.17
Previous Quarter 139 67.00 66.57 64.72

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 47 4 0 1 2
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 0 1 4 0 1 2
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 133,349 66.56
TMAT - Main Thematic Innovation ETF 98,580 68.04
LPL Financial LLC 91,199 66.56
Morgan Stanley 67,808 66.57
Allianz Asset Management GmbH 49,800 66.57
Bank Of America Corp /de/ 46,313 66.57
Jane Street Group, Llc 45,216 66.57
Wells Fargo & Company/mn 42,432 66.58
Advisor Group Holdings, Inc. 41,539 67.79
J.w. Cole Advisors, Inc. 40,347 0.02
Scotia Capital Inc. 38,161 66.56
Gerber Kawasaki Wealth & Investment Management 26,680 66.53
SG Americas Securities, LLC 22,538 66.55
Susquehanna International Group, Llp 22,203 66.57
Cambridge Investment Research Advisors, Inc. 20,066 52.83
Raymond James Financial Services Advisors, Inc. 18,130 66.57
AE Wealth Management LLC 16,633 66.55
Stifel Financial Corp 15,784 66.59
Eudaimonia Partners, LLC 14,640 66.53
Creative Planning 13,348 66.53

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
Royal Bank Of Canada 133,349 66.56
TMAT - Main Thematic Innovation ETF 98,580 68.04
LPL Financial LLC 91,199 66.56
Morgan Stanley 67,808 66.57
Allianz Asset Management GmbH 49,800 66.57
Bank Of America Corp /de/ 46,313 66.57
Jane Street Group, Llc 45,216 66.57
Wells Fargo & Company/mn 42,432 66.58
Advisor Group Holdings, Inc. 41,539 67.79
J.w. Cole Advisors, Inc. 40,347 0.02
Scotia Capital Inc. 38,161 66.56
Gerber Kawasaki Wealth & Investment Management 26,680 66.53
SG Americas Securities, LLC 22,538 66.55
Susquehanna International Group, Llp 22,203 66.57
Cambridge Investment Research Advisors, Inc. 21,171 66.55
Raymond James Financial Services Advisors, Inc. 18,130 66.57
AE Wealth Management LLC 16,633 66.55
Stifel Financial Corp 15,784 66.59
Eudaimonia Partners, LLC 14,640 66.53
Creative Planning 13,348 66.53

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 11,710 77.71
Newbridge Financial Services Group, Inc. 300 66.67
Future Financial Wealth Managment LLC 300 66.67
Parallel Advisors, LLC 290 68.97
IFP Advisors, Inc 165 78.79
Envestnet Asset Management Inc
Barclays Plc
Tocqueville Asset Management L.p.
Spire Wealth Management
Clearview Wealth Advisors LLC
IronBridge Private Wealth, LLC
Stratos Wealth Partners, LTD.
Herold Advisors, Inc.
Main Management LLC
Proequities, Inc.
Princeton Global Asset Management LLC
Jacobi Capital Management LLC
Red Door Wealth Management, LLC
National Asset Management, Inc.
Mml Investors Services, Llc
Retirement Planning Co of New England, Inc.
Vontobel Holding Ltd.
TAP Consulting, LLC
Flow Traders U.s. Llc
Ameriprise Financial Inc
Secure Asset Management, LLC
Vestor Capital, Llc
O'shaughnessy Asset Management, Llc
Goldman Sachs Group Inc
Truist Financial Corp
Global Retirement Partners, LLC
Us Bancorp \de\
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lincoln National Corp
Trinity Legacy Partners, LLC
Optimum Investment Advisors
Snowden Capital Advisors LLC
Fulcrum Equity Management
Oppenheimer & Co Inc
Outfitter Financial LLC
Liberty Wealth Management Llc
StoneX Group Inc.
RWM Asset Management, LLC
Koshinski Asset Management, Inc.
Woodard & Co Asset Management Group Inc /adv
Main Management ETF Advisors, LLC
Cetera Investment Advisers
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 20,066 52.83 21,171 66.55
SS&H Financial Advisors, Inc. 12,400 52.82 13,300 66.54
Cordasco Financial Network 500 52.00 500 66.00
Wolff Wiese Magana Llc 300 53.33 200 65.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wolff Wiese Magana Llc 100 300 53.33 200 65.00 50.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 1,105 20,066 52.83 21,171 66.55 -5.22
SS&H Financial Advisors, Inc. 900 12,400 52.82 13,300 66.54 -6.77
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Newbridge Financial Services Group, Inc. 300 66.67
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 20,066 52.83 21,171 66.55
SS&H Financial Advisors, Inc. 12,400 52.82 13,300 66.54
Cordasco Financial Network 500 52.00 500 66.00
Wolff Wiese Magana Llc 300 53.33 200 65.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wolff Wiese Magana Llc 100 300 53.33 200 65.00 50.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 1,105 20,066 52.83 21,171 66.55 -5.22
SS&H Financial Advisors, Inc. 900 12,400 52.82 13,300 66.54 -6.77
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