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	71	46.00	46.19	45.82
Previous Quarter	73	47.00	46.19	46.20

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	14	6	1	4	1
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	0	6	0	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
Truist Financial Corp	263,545	46.19
TRUIST FINANCIAL CORP	146,861
Stifel Financial Corp	94,345	46.19
LPL Financial LLC	88,062	46.19
Private Advisor Group, LLC	87,214	43.87
Cambridge Investment Research Advisors, Inc.	73,214	43.87
Goldman Sachs Group Inc	67,722	46.19
Financial Management Professionals, Inc.	67,553	43.88
Bank Of America Corp /de/	66,780	46.18
Commonwealth Equity Services, Llc	63,635	46.19
Advisor Group Holdings, Inc.	55,436	46.22
Morgan Stanley	47,567	46.19
Martin & Co Inc /tn/	42,419	46.18
Raymond James & Associates	41,004	46.19
UBS Group AG	39,968	46.19
Cetera Investment Advisers	34,383	46.19
Millennium Management Llc	29,548	46.20
CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares	29,070	46.71
Royal Bank Of Canada	28,567	46.17
Avantax Advisory Services, Inc.	24,649	46.09

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
Truist Financial Corp	263,545	46.19
Stifel Financial Corp	94,345	46.19
LPL Financial LLC	88,062	46.19
Goldman Sachs Group Inc	67,722	46.19
Bank Of America Corp /de/	66,780	46.18
Private Advisor Group, LLC	65,963	46.19
Financial Management Professionals, Inc.	63,811	46.18
Commonwealth Equity Services, Llc	63,635	46.19
Advisor Group Holdings, Inc.	55,436	46.22
Morgan Stanley	47,567	46.19
Martin & Co Inc /tn/	42,419	46.18
Raymond James & Associates	41,004	46.19
UBS Group AG	39,968	46.19
Brookstone Capital Management	38,355	47.89
Cetera Investment Advisers	34,383	46.19
Millennium Management Llc	29,548	46.20
Royal Bank Of Canada	28,567	46.17
Cambridge Investment Research Advisors, Inc.	28,238	46.18
Avantax Advisory Services, Inc.	24,649	46.09
Camelot Portfolios, LLC	24,551	46.19

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
TRUIST FINANCIAL CORP	146,861
Orion Portfolio Solutions, LLC	7,641	43.84
Minichmacgregor Wealth Management, Llc	6,562	43.74

Recent Quarter 14 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	100	40.00
Doliver Advisors, Lp
Signet Financial Management, Llc
Advisory Services Network, LLC
Ameriprise Financial Inc
Citadel Advisors Llc
Citigroup Inc
Ibex Wealth Advisors
Centaurus Financial, Inc.
Jane Street Group, Llc
Tocqueville Asset Management L.p.
Proequities, Inc.
Fmr Llc
Verity Asset Management, Inc.

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	87,214	43.87	65,963	46.19
Cambridge Investment Research Advisors, Inc.	73,214	43.87	28,238	46.18
Financial Management Professionals, Inc.	67,553	43.88	63,811	46.18
Brookstone Capital Management	6,802	44.10	38,355	47.89
Newbridge Financial Services Group, Inc.	300	43.33	300	46.67
Gradient Investments LLC	120	41.67	120	50.00

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares	29,070	46.71	23,545	44.17

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	44,976	73,214	43.87	28,238	46.18	159.27
Private Advisor Group, LLC	21,251	87,214	43.87	65,963	46.19	32.22
CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares	5,525	29,070	46.71	23,545	44.17	23.47
Financial Management Professionals, Inc.	3,742	67,553	43.88	63,811	46.18	5.86

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	31,553	6,802	44.10	38,355	47.89	-82.27

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
Orion Portfolio Solutions, LLC	7,641	43.84
Minichmacgregor Wealth Management, Llc	6,562	43.74

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	87,214	43.87	65,963	46.19
Cambridge Investment Research Advisors, Inc.	73,214	43.87	28,238	46.18
Financial Management Professionals, Inc.	67,553	43.88	63,811	46.18
Brookstone Capital Management	6,802	44.10	38,355	47.89
Newbridge Financial Services Group, Inc.	300	43.33	300	46.67
Gradient Investments LLC	120	41.67	120	50.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	44,976	73,214	43.87	28,238	46.18	159.27
Private Advisor Group, LLC	21,251	87,214	43.87	65,963	46.19	32.22
Financial Management Professionals, Inc.	3,742	67,553	43.88	63,811	46.18	5.86

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	31,553	6,802	44.10	38,355	47.89	-82.27

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