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 51 47.00 47.52 47.55
Previous Quarter 54 48.00 47.52 47.54

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 27 1 0 0 0
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 2 1 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 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
UBS Group AG 52,100 47.52
Snowden Capital Advisors LLC 36,278 47.49
Royal Bank Of Canada 29,010 47.54
Pacific Sun Financial Corp 26,681 47.52
Morgan Stanley 18,553 47.54
Goldman Sachs Group Inc 16,338 47.50
LPL Financial LLC 16,331 47.52
Flow Traders U.s. Llc 13,584 47.56
Citadel Advisors Llc 12,895 47.54
Susquehanna International Group, Llp 10,727 47.54
Herbst Group, Llc 7,876 47.49
Oppenheimer & Co Inc 7,512 47.52
Raymond James & Associates 7,335 47.58
Brown Advisory Inc 7,130 47.55
Bank Of America Corp /de/ 6,453 47.57
TrinityPoint Wealth, LLC 5,952 47.55
CIBC World Markets Inc. 5,559 47.49
Wells Fargo & Company/mn 2,803 47.45
Steward Partners Investment Advisory, Llc 1,766
Sandy Cove Advisors, LLC 1,500 47.33

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
UBS Group AG 52,100 47.52
Snowden Capital Advisors LLC 36,278 47.49
Royal Bank Of Canada 29,010 47.54
Pacific Sun Financial Corp 26,681 47.52
Morgan Stanley 18,553 47.54
Goldman Sachs Group Inc 16,338 47.50
LPL Financial LLC 16,331 47.52
Flow Traders U.s. Llc 13,584 47.56
Citadel Advisors Llc 12,895 47.54
Susquehanna International Group, Llp 10,727 47.54
Private Advisor Group, LLC 8,251 47.51
Herbst Group, Llc 7,876 47.49
Oppenheimer & Co Inc 7,512 47.52
Raymond James & Associates 7,335 47.58
Brown Advisory Inc 7,130 47.55
Bank Of America Corp /de/ 6,453 47.57
TrinityPoint Wealth, LLC 5,952 47.55
CIBC World Markets Inc. 5,559 47.49
Brookstone Capital Management 4,660 45.92
Wells Fargo & Company/mn 2,803 47.45

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Private Advisor Group, LLC 8,251 47.51
Brookstone Capital Management 4,660 45.92
QALTX - Quantified Alternative Investment Fund Investor Class Shares 764 53.66
Advocacy Wealth Management Services, LLC 38 52.63
Jpmorgan Chase & Co
Gerber Kawasaki Wealth & Investment Management
Deutsche Bank Ag\
Minichmacgregor Wealth Management, Llc
ExodusPoint Capital Management, LP
Stifel Financial Corp
Fulcrum Equity Management
Capital Investment Advisory Services, LLC
Envestnet Asset Management Inc
Proequities, Inc.
Geneos Wealth Management Inc.
Benjamin F. Edwards & Company, Inc.
Retirement Planning Co of New England, Inc.
NEXT Financial Group, Inc
HighTower Advisors, LLC
First Horizon Advisors, Inc.
Advisory Services Network, LLC
Mirae Asset Global Investments Co., Ltd.
Financial Management Professionals, Inc.
National Asset Management, Inc.
Raymond James Financial Services Advisors, Inc.
Truist Financial Corp
Advisors Preferred, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 415 33.73 415 36.14
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Private Advisor Group, LLC 8,251 47.51
Brookstone Capital Management 4,660 45.92
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 415 33.73 415 36.14
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