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 313 235.00 22.61 22.56
Previous Quarter 335 227.00 22.61 22.82

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 3 103 26 1 9 15
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 4 18 1 4 13
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 266 0.00 0.00 0 0.00 0.00
Previous Quarter 266 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
Bank Of America Corp /de/ 35,600,265 22.61
Wells Fargo & Company/mn 9,450,337 22.61
UBS Group AG 4,619,660 22.61
SigFig Wealth Management, LLC 2,672,065 22.61
ARGI Investment Services, LLC 1,847,354 22.61
Private Ocean, LLC 1,558,246 22.61
Sound Income Strategies, LLC 1,435,895 18.53
Jane Street Group, Llc 1,321,285 22.61
Envestnet Asset Management Inc 1,060,642 22.61
Bnp Paribas Arbitrage, Sa 1,028,214 22.61
Mercer Global Advisors Inc /adv 811,165 22.61
Morgan Stanley 686,218 22.61
Fifth Third Bancorp 601,937 22.61
Ameriprise Financial Inc 488,068 22.67
Trilogy Capital Inc. 482,083 22.61
Sowell Financial Services LLC 445,355 35.66
National Bank Of Canada /fi/ 433,149 22.49
Towercrest Capital Management 403,365 22.61
StrategIQ Financial Group, LLC 352,677 22.61
LPL Financial LLC 340,827 22.61

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
Bank Of America Corp /de/ 35,600,265 22.61
Wells Fargo & Company/mn 9,450,337 22.61
UBS Group AG 4,619,660 22.61
SigFig Wealth Management, LLC 2,672,065 22.61
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 1,962,435 26.70
ARGI Investment Services, LLC 1,847,354 22.61
Private Ocean, LLC 1,558,246 22.61
Sound Income Strategies, LLC 1,468,602 22.61
Jane Street Group, Llc 1,321,285 22.61
Envestnet Asset Management Inc 1,060,642 22.61
Bnp Paribas Arbitrage, Sa 1,028,214 22.61
Mercer Global Advisors Inc /adv 811,165 22.61
Morgan Stanley 686,218 22.61
Fifth Third Bancorp 601,937 22.61
Ameriprise Financial Inc 488,068 22.67
Trilogy Capital Inc. 482,083 22.61
Sowell Financial Services LLC 445,355 35.66
National Bank Of Canada /fi/ 433,149 22.49
Towercrest Capital Management 403,365 22.61
StrategIQ Financial Group, LLC 352,677 22.61

 

Recent Quarter Analysis

Name Shares PPS
New Century Advisors, LLC 223,670 18.52
Massmutual Trust Co Fsb/adv 540
Atticus Wealth Management, Llc 194 20.62
Name Shares PPS
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 1,962,435 26.70
Cardan Capital Partners, LLC 63,044 26.66
IFP Advisors, Inc 43,868 26.33
Legacy Private Trust Co. 27,478 22.60
Pure Financial Advisors, Inc. 14,629 22.63
Krilogy Financial LLC 11,121 22.57
Thrive Wealth Management, LLC 10,145 22.57
Moors & Cabot, Inc. 7,645 88.16
Carroll Financial Associates, Inc. 2,696 25.96
Investmark Advisory Group LLC 1,077 26.00
Koshinski Asset Management, Inc. 905 22.10
Cedar Mountain Advisors, LLC 13
Concentric Wealth Management, Llc
Natixis Advisors, L.p.
Kingsview Wealth Management, LLC
Great Valley Advisor Group, Inc.
Barclays Plc
Phoenix Wealth Advisors
City Holding Co
Assetmark, Inc
Qube Research & Technologies Ltd
Change Path, LLC
Savior LLC
Beck Bode, LLC
Wolverine Asset Management Llc
Lake Street Financial Llc
Sandy Spring Bank
Global Wealth Management Investment Advisory, Inc.
CoreCap Advisors, LLC
Advisor Resource Council
Kestra Private Wealth Services, Llc
Lakeview Capital Partners, LLC
Confluence Wealth Services, Inc.
McAdam, LLC
Lincoln National Corp
Allegheny Financial Group LTD
Man Group plc
Wealth Advisors of Iowa, LLC
TFAZX - TFA Tactical Income Fund Class I
Bedel Financial Consulting, Inc.
tru Independence LLC
Virtue Capital Management, LLC
GWM Advisors LLC
Aptus Capital Advisors, LLC
First Command Advisory Services, Inc.
Cornerstone Wealth Management, LLC
Boyer & Corporon Wealth Management, LLC
Clear Street Markets Llc
Sterling Financial Planning, Inc.
CNB Bank
Lido Advisors, LLC
IHT Wealth Management, LLC
Signet Financial Management, Llc
Oppenheimer & Co Inc
Equitable Holdings, Inc.
Ellevest, Inc.
Plante Moran Financial Advisors, LLC
Pacific Center for Financial Services
Two Sigma Securities, Llc
MTM Investment Management, LLC
Castleview Partners, Llc
TL Private Wealth
Enterprise Financial Services Corp
Riversedge Advisors, Llc
OneAscent Wealth Management LLC
Wedbush Securities Inc
Laurel Wealth Planning LLC
Atria Investments Llc
Wealthgate Family Office, LLC
Jacobi Capital Management LLC
Strategic Blueprint, LLC
Widmann Financial Services, Inc.
Running Point Capital Advisors, LLC
Signature Securities Group Corporation
Evolution Wealth Advisors, LLC
Baystate Wealth Management LLC
Arkadios Wealth Advisors
Glassman Wealth Services
Slow Capital, Inc.
Integrated Wealth Concepts LLC
Frontier Wealth Management LLC
MONECO Advisors, LLC
Citadel Advisors Llc
Octavia Wealth Advisors, LLC
Advisory Services Network, LLC
Huntington National Bank
Wolff Wiese Magana Llc
Geneos Wealth Management Inc.
Old Mission Capital Llc
United Capital Financial Advisers, Llc
Edmond De Rothschild Holding S.a.
Private Capital Group, LLC
MUFG Americas Holdings Corp
Clear Creek Financial Management, LLC
Orion Portfolio Solutions, LLC
JNBA Financial Advisors
Pinnacle Wealth Planning Services, Inc.
MA Private Wealth
Capstone Triton Financial Group, LLC
Banco Santander, S.A.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Credit Suisse Ag/
Amplius Wealth Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Sound Income Strategies, LLC 1,435,895 18.53 1,468,602 22.61
EisnerAmper Wealth Management Corporate Benefits, LLC 217,516 18.53 206,341 22.61
Omega Financial Group, LLC 149,636 18.53 89,289 22.61
Private Advisor Group, LLC 109,801 18.53 120,620 22.61
Cambridge Investment Research Advisors, Inc. 55,718 18.52 58,387 22.61
RHS Financial, LLC 42,013 18.54 9,389 22.58
Cliftonlarsonallen Wealth Advisors, Llc 38,314 18.53 67,674 22.61
PSMB - Invesco Balanced Multi-Asset Allocation ETF 34,981 20.35 10,746 25.03
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 31,258 20.35 9,607 25.09
Rosenberg Matthew Hamilton 27,405 18.83 29,087 22.59
Rockland Trust Co 26,693 18.54 42,864 22.61
Sargent Bickham Lagudis LLC 25,643 18.52 899 23.36
PSMC - Invesco Conservative Multi-Asset Allocation ETF 25,083 20.33 9,104 25.04
Objective Capital Management, LLC 21,305 18.54 23,936 22.60
Aletheian Wealth Advisors LLC 15,675 18.50 16,721 22.61
Wbh Advisory Inc 14,855 18.18 25,237 20.84
Wilson & Boucher Capital Management, LLC 13,200 18.56 15,200 22.63
Foundations Investment Advisors, LLC 11,928 18.53 11,466 21.19
Friedenthal Financial 11,784 18.50 12,577 22.58
First Community Trust Na 1,500 18.67 1,500 22.67
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 351 19.94 420 19.05
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Omega Financial Group, LLC 60,347 149,636 18.53 89,289 22.61 67.59
RHS Financial, LLC 32,624 42,013 18.54 9,389 22.58 347.47
Sargent Bickham Lagudis LLC 24,744 25,643 18.52 899 23.36 2752.39
PSMB - Invesco Balanced Multi-Asset Allocation ETF 24,235 34,981 20.35 10,746 25.03 225.53
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 21,651 31,258 20.35 9,607 25.09 225.37
PSMC - Invesco Conservative Multi-Asset Allocation ETF 15,979 25,083 20.33 9,104 25.04 175.52
EisnerAmper Wealth Management Corporate Benefits, LLC 11,175 217,516 18.53 206,341 22.61 5.42
Foundations Investment Advisors, LLC 462 11,928 18.53 11,466 21.19 4.03
SOA Wealth Advisors, LLC. 19 1,276 18.03 1,257 22.28 1.51
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
AdvisorNet Financial, Inc 43,293 129 15.50 43,422 22.62 -99.70
Sound Income Strategies, LLC 32,707 1,435,895 18.53 1,468,602 22.61 -2.23
Cliftonlarsonallen Wealth Advisors, Llc 29,360 38,314 18.53 67,674 22.61 -43.38
Rockland Trust Co 16,171 26,693 18.54 42,864 22.61 -37.73
Private Advisor Group, LLC 10,819 109,801 18.53 120,620 22.61 -8.97
Wbh Advisory Inc 10,382 14,855 18.18 25,237 20.84 -41.14
Cambridge Investment Research Advisors, Inc. 2,669 55,718 18.52 58,387 22.61 -4.57
Objective Capital Management, LLC 2,631 21,305 18.54 23,936 22.60 -10.99
Wilson & Boucher Capital Management, LLC 2,000 13,200 18.56 15,200 22.63 -13.16
Rosenberg Matthew Hamilton 1,682 27,405 18.83 29,087 22.59 -5.78
Aletheian Wealth Advisors LLC 1,046 15,675 18.50 16,721 22.61 -6.26
Friedenthal Financial 793 11,784 18.50 12,577 22.58 -6.31
Valley National Advisers Inc 437 531 18.83 968 22.73 -45.14
Global Retirement Partners, LLC 69 351 19.94 420 19.05 -16.43
Allworth Financial LP 50 170 17.65 220 22.73 -22.73
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
New Century Advisors, LLC 223,670 18.52
Atticus Wealth Management, Llc 194 20.62
Name Shares PPS
Cedar Mountain Advisors, LLC 13
Koshinski Asset Management, Inc. 905 22.10
Krilogy Financial LLC 11,121 22.57
Investmark Advisory Group LLC 1,077 26.00
Name Current Shares Current PPS Previous Shares Previous PPS
Sound Income Strategies, LLC 1,435,895 18.53 1,468,602 22.61
Omega Financial Group, LLC 149,636 18.53 89,289 22.61
Private Advisor Group, LLC 109,801 18.53 120,620 22.61
Cambridge Investment Research Advisors, Inc. 55,718 18.52 58,387 22.61
RHS Financial, LLC 42,013 18.54 9,389 22.58
Rosenberg Matthew Hamilton 27,405 18.83 29,087 22.59
Rockland Trust Co 26,693 18.54 42,864 22.61
Sargent Bickham Lagudis LLC 25,643 18.52 899 23.36
Objective Capital Management, LLC 21,305 18.54 23,936 22.60
Aletheian Wealth Advisors LLC 15,675 18.50 16,721 22.61
Wbh Advisory Inc 14,855 18.18 25,237 20.84
Wilson & Boucher Capital Management, LLC 13,200 18.56 15,200 22.63
Friedenthal Financial 11,784 18.50 12,577 22.58
Optimum Investment Advisors 1,314 18.26 1,314 22.83
SOA Wealth Advisors, LLC. 1,276 18.03 1,257 22.28
Valley National Advisers Inc 531 18.83 968 22.73
Tsfg, Llc 330 18.18 330 21.21
Allworth Financial LP 170 17.65 220 22.73
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 351 19.94 420 19.05
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Omega Financial Group, LLC 60,347 149,636 18.53 89,289 22.61 67.59
RHS Financial, LLC 32,624 42,013 18.54 9,389 22.58 347.47
Sargent Bickham Lagudis LLC 24,744 25,643 18.52 899 23.36 2752.39
SOA Wealth Advisors, LLC. 19 1,276 18.03 1,257 22.28 1.51
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Sound Income Strategies, LLC 32,707 1,435,895 18.53 1,468,602 22.61 -2.23
Rockland Trust Co 16,171 26,693 18.54 42,864 22.61 -37.73
Private Advisor Group, LLC 10,819 109,801 18.53 120,620 22.61 -8.97
Wbh Advisory Inc 10,382 14,855 18.18 25,237 20.84 -41.14
Cambridge Investment Research Advisors, Inc. 2,669 55,718 18.52 58,387 22.61 -4.57
Objective Capital Management, LLC 2,631 21,305 18.54 23,936 22.60 -10.99
Wilson & Boucher Capital Management, LLC 2,000 13,200 18.56 15,200 22.63 -13.16
Rosenberg Matthew Hamilton 1,682 27,405 18.83 29,087 22.59 -5.78
Aletheian Wealth Advisors LLC 1,046 15,675 18.50 16,721 22.61 -6.26
Friedenthal Financial 793 11,784 18.50 12,577 22.58 -6.31
Valley National Advisers Inc 437 531 18.83 968 22.73 -45.14
Global Retirement Partners, LLC 69 351 19.94 420 19.05 -16.43
Allworth Financial LP 50 170 17.65 220 22.73 -22.73
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