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 118 18491.00 63.52 16452.67
Previous Quarter 123 59.00 58.95 59.27

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 17 37 9 70 18 28
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 0 0 0 0 0
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 213 0.00 0.00 0 0.00 0.00
Previous Quarter 213 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
Morgan Stanley 209,952 63.50
Gerber Kawasaki Wealth & Investment Management 188,324 63496.91
UBS Group AG 88,775 63.50
Wells Fargo & Company/mn 77,020 63.50
Bank Of America Corp /de/ 59,651 63.50
Royal Bank Of Canada 57,590 63.48
LPL Financial LLC 43,878 63.49
Jpmorgan Chase & Co 27,896 63.52
YHB Investment Advisors, Inc. 22,750 63497.01
Institute for Wealth Management, LLC. 21,161 63.51
M&t Bank Corp 20,075 63.51
Stifel Financial Corp 19,519 63.48
Cetera Advisor Networks LLC 19,498 63.49
Change Path, LLC 18,943 0.05
Susquehanna International Group, Llp 16,990 63.51
Us Bancorp \de\ 16,500 63.52
Advisor Group Holdings, Inc. 16,303 63.42
Raymond James Financial Services Advisors, Inc. 16,047 63497.35
Abbot Financial Management, Inc. 15,725 63496.98
First Republic Investment Management, Inc. 15,183 63.49

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
Morgan Stanley 184,172 58.94
Gerber Kawasaki Wealth & Investment Management 183,926 58.94
UBS Group AG 85,705 58.93
Wells Fargo & Company/mn 79,377 58.95
Bank Of America Corp /de/ 60,300 58.96
Royal Bank Of Canada 59,236 58.93
LPL Financial LLC 42,617 58.94
Anfield Capital Management, LLC 26,795 71.21
Change Path, LLC 25,184 58.93
YHB Investment Advisors, Inc. 22,800 58.95
Institute for Wealth Management, LLC. 21,306 58.95
People's United Financial, Inc. 20,260 62.04
M&t Bank Corp 20,075 58.93
Stifel Financial Corp 20,014 58.96
Cetera Advisor Networks LLC 19,358 58.94
Us Bancorp \de\ 16,500 58.97
Abbot Financial Management, Inc. 16,425 58.93
Advisor Group Holdings, Inc. 15,589 58.95
Raymond James Financial Services Advisors, Inc. 14,489 58.94
Newman Dignan & Sheerar, Inc. 13,201 58.93

 

Recent Quarter Analysis

Name Shares PPS
Jpmorgan Chase & Co 27,896 63.52
Massachusetts Wealth Management 9,115 66.81
Cetera Investment Advisers 5,489 63.58
HBK Sorce Advisory LLC 5,288
PRW Wealth Management LLC 3,300 63496.97
Brown Advisory Inc 3,180 63.52
Advisory Services Network, LLC 1,560 63.46
Belpointe Asset Management LLC 810 63497.53
GWM Advisors LLC 590 54.24
Hollencrest Capital Management 516 63.95
Accurate Wealth Management, LLC 263 64980.99
EverSource Wealth Advisors, LLC 109 64.22
Aspire Wealth Management Corp 89 67.42
Baldwin Brothers Inc/ma 50 63500.00
McElhenny Sheffield Capital Management, LLC 19 63473.68
Coppell Advisory Solutions Corp. 13 76.92
My Personal CFO, LLC 2 63497000.00
Name Shares PPS
Anfield Capital Management, LLC 26,795 71.21
People's United Financial, Inc. 20,260 62.04
Loveless Wealth Management LLC 12,470 57.74
Western Wealth Management, LLC 4,390 58.77
Lehman & Derafelo Financial Resources LLC 300 60.00
Beacon Capital Management, LLC 22 45.45
American Institute for Advanced Investment Management, LLP
United Capital Financial Advisers, Llc
Creative Planning
Snowden Capital Advisors LLC
Qube Research & Technologies Ltd
Newbridge Financial Services Group, Inc.
C2C Wealth Management, LLC
Neuberger Berman Group LLC
Retirement Planning Co of New England, Inc.
Baird Financial Group, Inc.
Selective Wealth Management, Inc.
Masso Torrence Wealth Management Inc.
Huntington National Bank
Atria Wealth Solutions, Inc.
Koshinski Asset Management, Inc.
Verus Capital Partners, Llc
Citadel Advisors Llc
Comprehensive Financial Consultants Institutional, Inc.
Benjamin F. Edwards & Company, Inc.
Cypress Capital, LLC
Wbh Advisory Inc
PFG Advisors
Truist Financial Corp
Joseph P. Lucia & Associates, LLC
Artemis Wealth Advisors, LLC
Proequities, Inc.
Captrust Financial Advisors
Elmwood Wealth Management, Inc.
Graves-Light Private Wealth Management, Inc.
Capital One Financial Corp
Beck Capital Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Change Path, LLC 18,943 0.05 25,184 58.93
Commonwealth Equity Services, Llc 12,350 0.08 11,617 58.88
Rockefeller Capital Management L.P. 10,000 0.10 10,000 58.90
Mml Investors Services, Llc 4,673 4,673 58.85
Wharton Business Group, LLC 4,344 4,442 58.76
SkyView Investment Advisors, LLC 3,476 3,476 58.98
GeoWealth Management, LLC 2,329 2,913 59.05
IFP Advisors, Inc 419 422 52.13
Tyler-Stone Wealth Management 72 72 55.56
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 209,952 63.50 184,172 58.94
Gerber Kawasaki Wealth & Investment Management 188,324 63496.91 183,926 58.94
UBS Group AG 88,775 63.50 85,705 58.93
Wells Fargo & Company/mn 77,020 63.50 79,377 58.95
Bank Of America Corp /de/ 59,651 63.50 60,300 58.96
Royal Bank Of Canada 57,590 63.48 59,236 58.93
LPL Financial LLC 43,878 63.49 42,617 58.94
YHB Investment Advisors, Inc. 22,750 63497.01 22,800 58.95
Institute for Wealth Management, LLC. 21,161 63.51 21,306 58.95
M&t Bank Corp 20,075 63.51 20,075 58.93
Stifel Financial Corp 19,519 63.48 20,014 58.96
Cetera Advisor Networks LLC 19,498 63.49 19,358 58.94
Susquehanna International Group, Llp 16,990 63.51 0
Us Bancorp \de\ 16,500 63.52 16,500 58.97
Advisor Group Holdings, Inc. 16,303 63.42 15,589 58.95
Raymond James Financial Services Advisors, Inc. 16,047 63497.35 14,489 58.94
Abbot Financial Management, Inc. 15,725 63496.98 16,425 58.93
First Republic Investment Management, Inc. 15,183 63.49 12,402 58.94
Newman Dignan & Sheerar, Inc. 13,201 63497.01 13,201 58.93
Dakota Wealth Management 12,880 63.51 12,880 58.93
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Morgan Stanley 25,780 209,952 63.50 184,172 58.94 14.00
Susquehanna International Group, Llp 16,990 16,990 63.51 0 0.00
Goldman Sachs Group Inc 7,422 7,422 63.46 0 0.00
HighTower Advisors, LLC 4,671 4,671 63.37 0 0.00
Gerber Kawasaki Wealth & Investment Management 4,398 188,324 63496.91 183,926 58.94 2.39
Stratos Wealth Partners, LTD. 3,263 3,263 63497.09 0 0.00
UBS Group AG 3,070 88,775 63.50 85,705 58.93 3.58
First Republic Investment Management, Inc. 2,781 15,183 63.49 12,402 58.94 22.42
Banque Cantonale Vaudoise 2,530 6,530 63.55 4,000 59.00 63.25
Raymond James Financial Services Advisors, Inc. 1,558 16,047 63497.35 14,489 58.94 10.75
LPL Financial LLC 1,261 43,878 63.49 42,617 58.94 2.96
Commonwealth Equity Services, Llc 733 12,350 0.08 11,617 58.88 6.31
Advisor Group Holdings, Inc. 714 16,303 63.42 15,589 58.95 4.58
Robbins Farley Llc 157 263 63498.10 106 56.60 148.11
Heritage Wealth Management, Llc 150 300 63.33 150 60.00 100.00
Cetera Advisor Networks LLC 140 19,498 63.49 19,358 58.94 0.72
Steward Partners Investment Advisory, Llc 128 697 63.13 569 22.50
Fmr Llc 30 245 65.31 215 60.47 13.95
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Change Path, LLC 6,241 18,943 0.05 25,184 58.93 -24.78
Wells Fargo & Company/mn 2,357 77,020 63.50 79,377 58.95 -2.97
Envestnet Asset Management Inc 2,145 8,428 63.48 10,573 58.92 -20.29
Royal Bank Of Canada 1,646 57,590 63.48 59,236 58.93 -2.78
Janney Montgomery Scott LLC 715 6,255 63.47 6,970 58.97 -10.26
Abbot Financial Management, Inc. 700 15,725 63496.98 16,425 58.93 -4.26
Hills Bank & Trust Co 677 8,035 63.47 8,712 59.00 -7.77
Bank Of America Corp /de/ 649 59,651 63.50 60,300 58.96 -1.08
GeoWealth Management, LLC 584 2,329 2,913 59.05 -20.05
Stifel Financial Corp 495 19,519 63.48 20,014 58.96 -2.47
IHT Wealth Management, LLC 380 3,573 63.53 3,953 58.94 -9.61
Covestor Ltd 315 452 64.16 767 58.67 -41.07
Raymond James & Associates 282 5,928 63.43 6,210 58.94 -4.54
Cwm, Llc 254 3,450 63.48 3,704 58.86 -6.86
Pacific Sun Financial Corp 215 8,345 63.51 8,560 59.00 -2.51
SignalPoint Asset Management, LLC 177 6,681 63463.55 6,858 58.91 -2.58
Institute for Wealth Management, LLC. 145 21,161 63.51 21,306 58.95 -0.68
Investment House Llc 100 5,300 63496.98 5,400 58.89 -1.85
Kestra Advisory Services, LLC 98 6,906 63.57 7,004 -1.40
Wharton Business Group, LLC 98 4,344 4,442 58.76 -2.21
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
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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