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 160 22.00 22.07 22.06
Previous Quarter 169 22.00 22.07 22.17

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 2 39 11 0 5 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 1 2 9 0 4 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
Morgan Stanley 1,920,688 22.07
Ameriprise Financial Inc 1,361,523 22.06
BRMSX - Bramshill Income Performance Fund Institutional Class 1,097,124 24.18
Envestnet Asset Management Inc 1,081,532 22.07
LPL Financial LLC 1,031,219 22.07
UBS Group AG 864,085 22.07
Wells Fargo & Company/mn 749,127 22.07
Royal Bank Of Canada 695,271 22.07
Advisor Group Holdings, Inc. 593,362 21.63
Bank Of America Corp /de/ 592,042 22.07
Commonwealth Equity Services, Llc 544,164 22.07
J.w. Cole Advisors, Inc. 405,843 22.07
Mercer Global Advisors Inc /adv 304,206 22.07
6 Meridian 263,853 24.18
Emerald Investment Partners, Llc 242,018 22.07
Hightower 6M Holding, LLC 241,991 22.07
Creative Planning 213,522 22.07
Cambridge Investment Research Advisors, Inc. 195,886 18.92
Mml Investors Services, Llc 164,872 22.07
Belpointe Asset Management LLC 150,495 22.07

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 1,920,688 22.07
Ameriprise Financial Inc 1,361,523 22.06
BRMSX - Bramshill Income Performance Fund Institutional Class 1,097,124 24.18
Envestnet Asset Management Inc 1,081,532 22.07
LPL Financial LLC 1,031,219 22.07
UBS Group AG 864,085 22.07
Wells Fargo & Company/mn 749,127 22.07
Royal Bank Of Canada 695,271 22.07
Advisor Group Holdings, Inc. 593,362 21.63
Bank Of America Corp /de/ 592,042 22.07
Commonwealth Equity Services, Llc 544,164 22.07
J.w. Cole Advisors, Inc. 405,843 22.07
Mercer Global Advisors Inc /adv 304,206 22.07
Harborview Advisors, LLC 296,760 23.95
6 Meridian 263,853 24.18
Emerald Investment Partners, Llc 242,018 22.07
Hightower 6M Holding, LLC 241,991 22.07
Creative Planning 213,522 22.07
Cambridge Investment Research Advisors, Inc. 186,740 22.07
Mml Investors Services, Llc 164,872 22.07

 

Recent Quarter Analysis

Name Shares PPS
Allworth Financial LP 597 18.43
City Holding Co 131 15.27
Name Shares PPS
Harborview Advisors, LLC 296,760 23.95
Mid Atlantic Financial Management Inc/adv 32,290 23.94
Investmark Advisory Group LLC 2,925 23.93
Koshinski Asset Management, Inc. 2,343 22.19
IFP Advisors, Inc 1,225 23.67
Carroll Financial Associates, Inc. 1,000 24.00
Strategic Blueprint, LLC
Allegheny Financial Group LTD
Integrated Advisors Network LLC
Crabel Capital Management, LLC
Wedbush Securities Inc
HAP Trading, LLC
Capital Investment Advisors, LLC
Total Clarity Wealth Management, Inc.
Signet Financial Management, Llc
Tuttle Tactical Management LLC
Wellington Shields Capital Management, LLC
Bramshill Investments, LLC
Enterprise Financial Services Corp
Aptus Capital Advisors, LLC
Massmutual Trust Co Fsb/adv
Ahrens Investment Partners LLC
Astoria Portfolio Advisors LLC.
Jane Street Group, Llc
Pacitti Group Inc.
Lido Advisors, LLC
Kennicott Capital Management Llc
Coastal Investment Advisors, Inc.
Bartlett & Co. LLC
Liberty Wealth Management Llc
Benjamin F. Edwards & Company, Inc.
Thomas J. Herzfeld Advisors, Inc.
Parametric Portfolio Associates Llc
Cetera Advisors LLC
Barclays Plc
Greenwich Investment Management, Inc.
Sowell Financial Services LLC
Albion Financial Group /ut
Centaurus Financial, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 195,886 18.92 186,740 22.07
Marino, Stram & Associates Llc 43,380 18.93 31,980 22.08
Orion Portfolio Solutions, LLC 34,161 18.91 32,955 22.06
Private Advisor Group, LLC 31,531 18.93 37,519 22.07
Cooper Financial Group 23,640 18.91 19,851 22.06
PFG Advisors 10,513 18.93 10,856 22.11
Covington Capital Management 2,000 19.00 2,000 22.00
AdvisorNet Financial, Inc 1,928 18.67 1,910 21.99
Pinnacle Bancorp, Inc. 1,500 18.67 1,500 22.00
Optimum Investment Advisors 1,000 19.00 1,000 22.00
Cordasco Financial Network 295 20.34 295 23.73
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Marino, Stram & Associates Llc 11,400 43,380 18.93 31,980 22.08 35.65
Cambridge Investment Research Advisors, Inc. 9,146 195,886 18.92 186,740 22.07 4.90
Cooper Financial Group 3,789 23,640 18.91 19,851 22.06 19.09
Orion Portfolio Solutions, LLC 1,206 34,161 18.91 32,955 22.06 3.66
AdvisorNet Financial, Inc 18 1,928 18.67 1,910 21.99 0.94
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 5,988 31,531 18.93 37,519 22.07 -15.96
PFG Advisors 343 10,513 18.93 10,856 22.11 -3.16
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
Allworth Financial LP 597 18.43
Name Shares PPS
Investmark Advisory Group LLC 2,925 23.93
Koshinski Asset Management, Inc. 2,343 22.19
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 195,886 18.92 186,740 22.07
Marino, Stram & Associates Llc 43,380 18.93 31,980 22.08
Orion Portfolio Solutions, LLC 34,161 18.91 32,955 22.06
Private Advisor Group, LLC 31,531 18.93 37,519 22.07
Cooper Financial Group 23,640 18.91 19,851 22.06
PFG Advisors 10,513 18.93 10,856 22.11
Pinnacle Bancorp, Inc. 1,500 18.67 1,500 22.00
Optimum Investment Advisors 1,000 19.00 1,000 22.00
Cordasco Financial Network 295 20.34 295 23.73
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Marino, Stram & Associates Llc 11,400 43,380 18.93 31,980 22.08 35.65
Cambridge Investment Research Advisors, Inc. 9,146 195,886 18.92 186,740 22.07 4.90
Cooper Financial Group 3,789 23,640 18.91 19,851 22.06 19.09
Orion Portfolio Solutions, LLC 1,206 34,161 18.91 32,955 22.06 3.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 5,988 31,531 18.93 37,519 22.07 -15.96
PFG Advisors 343 10,513 18.93 10,856 22.11 -3.16
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