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 | 586 | NaN | 0.00 | 23.23 |
| Previous Quarter | 604 | NaN | 0.00 | 23.25 |
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 | 23 | 130 | 11 | 88 | 46 | 44 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 3 | 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 | 10 | 4 | 2 | 36 | 14 | 18 |
| 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Wells Fargo & Company/mn | 78,698,041 | 17.64 |
| Morgan Stanley | 26,076,983 | 17.64 |
| Charles Schwab Investment Management Inc | 18,920,409 | 17.64 |
| Personal Capital Advisors Corp | 18,046,535 | 17.64 |
| Us Bancorp \de\ | 13,121,518 | 17.64 |
| Bank Of America Corp /de/ | 9,918,613 | 17.64 |
| State Street Corp | 9,269,737 | 17.64 |
| 3EDGE Asset Management, LP | 7,764,804 | 17.64 |
| UBS Group AG | 7,211,649 | 17.64 |
| Envestnet Asset Management Inc | 6,513,918 | 17.64 |
| Fmr Llc | 6,085,272 | 17.64 |
| LPL Financial LLC | 4,785,732 | 17.64 |
| Bailard, Inc. | 4,740,644 | 17.64 |
| Stifel Financial Corp | 4,106,802 | 17.64 |
| RLY - SPDR SSGA Multi-Asset Real Return ETF | 3,974,428 | 17.64 |
| Advisor Group Holdings, Inc. | 3,552,467 | 18.09 |
| Lockheed Martin Investment Management Co | 3,053,700 | 17.64 |
| Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 2,656,448 | 17.64 |
| Integrated Wealth Concepts LLC | 2,555,729 | 17.64 |
| Park Avenue Securities Llc | 2,485,732 | 17.64 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Wells Fargo & Company/mn | 78,698,041 | 17.64 |
| Morgan Stanley | 26,076,983 | 17.64 |
| Charles Schwab Investment Management Inc | 18,920,409 | 17.64 |
| Personal Capital Advisors Corp | 18,046,535 | 17.64 |
| Us Bancorp \de\ | 13,121,518 | 17.64 |
| Bank Of America Corp /de/ | 9,918,613 | 17.64 |
| State Street Corp | 9,269,737 | 17.64 |
| 3EDGE Asset Management, LP | 7,764,804 | 17.64 |
| UBS Group AG | 7,211,649 | 17.64 |
| Envestnet Asset Management Inc | 6,513,918 | 17.64 |
| Fmr Llc | 6,085,272 | 17.64 |
| LPL Financial LLC | 4,785,732 | 17.64 |
| Bailard, Inc. | 4,740,644 | 17.64 |
| Stifel Financial Corp | 4,106,802 | 17.64 |
| RLY - SPDR SSGA Multi-Asset Real Return ETF | 3,974,428 | 17.64 |
| Advisor Group Holdings, Inc. | 3,552,467 | 18.09 |
| Lockheed Martin Investment Management Co | 3,053,700 | 17.64 |
| Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 2,656,448 | 17.64 |
| Integrated Wealth Concepts LLC | 2,555,729 | 17.64 |
| Park Avenue Securities Llc | 2,485,732 | 17.64 |
| Name | Shares | PPS |
|---|---|---|
| Farmer Steven Patrick | 1,242,848 | 18.04 |
| Win Advisors, Inc | 512,284 | 18.10 |
| FOCUS Wealth Advisors, LLC | 413,015 | 18.04 |
| ASTIX - Astor Dynamic Allocation Fund Class I shares | 378,723 | 18.65 |
| Wealth Management Resources, Inc. | 311,636 | 18.04 |
| Friedenthal Financial | 285,719 | 18.04 |
| Capitol Family Office, Inc. | 148,021 | 18.04 |
| McKinley Carter Wealth Services, Inc. | 141,834 | 18.04 |
| CPI - IQ Real Return ETF | 63,090 | 18.66 |
| Good Life Advisors, LLC | 49,929 | 18.05 |
| IWIN - Amplify Inflation Fighter ETF | 48,551 | 18.64 |
| Legacy Private Trust Co. | 36,596 | 18.03 |
| Galvin, Gaustad & Stein, LLC | 21,500 | 18.05 |
| Litman Gregory Asset Management LLC | 12,503 | 18.08 |
| Wiley Bros.-aintree Capital, Llc | 10,088 | 18.04 |
| Annapolis Financial Services, LLC | 6,173 | 17.98 |
| Vigilant Capital Management, LLC | 4,055 | 18.00 |
| Horan Securities, Inc. | 1,523 | 17.07 |
| Harbor Investment Advisory, Llc | 795 | 17.61 |
| Financial Management Professionals, Inc. | 640 | 18.75 |
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 9,918,613 | 17.64 |
| WMMRX - Wilmington Real Asset Fund Class A Shares | 2,170,000 | 22.13 |
| Landsberg, Bennett, & Dubbaneh LLC | 1,521,497 | 21.38 |
| CLERX - CLS Growth and Income Fund Class N | 1,200,000 | 22.13 |
| IFP Advisors, Inc | 649,489 | 14.07 |
| SMIFX - Sound Mind Investing Fund | 571,060 | 22.13 |
| PFM Asset Management LLC | 248,372 | 21.05 |
| Centennial Wealth Advisory LLC | 232,872 | 17.64 |
| Cascadia Advisory Services, LLC | 154,260 | 21.05 |
| Flagship Harbor Advisors, Llc | 121,071 | 17.64 |
| SMILX - SMI 50/40/10 Fund | 114,600 | 22.13 |
| Harel Insurance Investments & Financial Services Ltd. | 102,500 | 17.64 |
| All Season Financial Advisors, Inc. | 96,887 | 17.64 |
| Wolverine Trading, Llc | 78,400 | 17.98 |
| Menlo Advisors Llc | 60,000 | 17.63 |
| CMGQX - CMG Tactical All Asset Strategy Fund Class A Shares | 41,949 | 15.16 |
| Bell Rock Capital Llc | 31,415 | 18.46 |
| Calton & Associates, Inc. | 29,703 | 17.61 |
| Harbor Financial Services, Llc | 23,675 | 21.03 |
| Mid Atlantic Financial Management Inc/adv | 9,623 | 21.10 |
| Crescent Capital Consulting, LLC | 3,000 | 14.00 |
| Bbva Usa | 2,851 | 21.05 |
| Carroll Financial Associates, Inc. | 685 | 13.14 |
| BerganKDV Wealth Management, LLC | 427 | 18.74 |
| Valley National Advisers Inc | 400 | 17.50 |
| BCR Wealth Strategies, LLC | 199 | 20.10 |
| Jane Street Group, Llc | ||
| New World Advisors LLC | ||
| Pinnacle Financial Partners Inc | ||
| Wilbanks Smith & Thomas Asset Management Llc | ||
| Red Door Wealth Management, LLC | ||
| Beck Bode, LLC | ||
| Rosenberg Matthew Hamilton | ||
| Lincoln National Corp | ||
| Belvedere Trading LLC | ||
| Greenwood Capital Associates Llc | ||
| Wealth Quarterback LLC | ||
| Ritholtz Wealth Management | ||
| Pallas Capital Advisors LLC | ||
| BCJ Capital Management, LLC | ||
| WESPAC Advisors, LLC | ||
| Advisory Resource Group | ||
| Charter Oak Capital Management, LLC | ||
| Whittier Trust Co Of Nevada Inc | ||
| Cornerstone Wealth Group, LLC | ||
| AdvisorNet Financial, Inc | ||
| Axiom Financial Strategies, LLC | ||
| Evolution Wealth Advisors, LLC | ||
| Millennium Management Llc | ||
| CENTRAL TRUST Co | ||
| Navis Wealth Advisors, LLC | ||
| Hamilton Wealth, LLC | ||
| Cornerstone Advisory, LLC | ||
| Bellwether Advisors, LLC | ||
| First Horizon Advisors, Inc. | ||
| IFG Advisory, LLC | ||
| Kings Point Capital Management | ||
| Jfs Wealth Advisors, Llc | ||
| HBW Advisory Services LLC | ||
| Affinity Wealth Management Llc | ||
| Snowden Capital Advisors LLC | ||
| Bnp Paribas Arbitrage, Sa | ||
| Foresight Wealth Management, LLC | ||
| TCG Advisory Services, LLC | ||
| Jordan Park Group LLC | ||
| Del-Sette Capital Management, LLC | ||
| Beacon Harbor Wealth Advisors, Inc. | ||
| WestEnd Advisors, LLC | ||
| Absolute Capital Management, LLC | ||
| Personal Wealth Partners | ||
| James Investment Research Inc | ||
| Roble, Belko & Company, Inc | ||
| Wintrust Investments Llc | ||
| Kingsview Wealth Management, LLC | ||
| Lake Street Advisors Group, Llc | ||
| Oribel Capital Management, LP | ||
| Boothbay Fund Management, Llc | ||
| BlackRock Inc. | ||
| Guidance Point Advisors, LLC | ||
| United Capital Financial Advisers, Llc | ||
| Paradigm Financial Partners, Llc | ||
| Resources Management Corp /ct/ /adv | ||
| Cary Street Partner Investment Advisory Llc | ||
| Clearview Wealth Advisors LLC | ||
| Titan Capital Management, LLC /CA | ||
| Wade G W & Inc | ||
| CIBC Private Wealth Group, LLC | ||
| Rehmann Capital Advisory Group | ||
| Savior LLC | ||
| KC Investment Advisors, LLC | ||
| QCM Cayman, Ltd. | ||
| Gyon Technologies Capital Management, LP | ||
| IronBridge Private Wealth, LLC | ||
| Huntington National Bank | ||
| Leelyn Smith, LLC | ||
| MBL Wealth, LLC | ||
| Ironwood Financial, llc | ||
| Perennial Advisors, LLC | ||
| Epic Trust Investment Advisors, LLC | ||
| Css Llc/il | ||
| Private Advisory Group LLC | ||
| Financial Enhancement Group LLC | ||
| Signet Financial Management, Llc | ||
| True Link Financial Advisors, LLC | ||
| Dynamic Advisor Solutions LLC | ||
| Q3 Asset Management | ||
| BKD Wealth Advisors, LLC | ||
| Carmichael Hill & Associates, Inc. | ||
| Prelude Capital Management, Llc | ||
| Black Swift Group, LLC | ||
| Mcdonald Partners Llc | ||
| Css Llc/il | ||
| Goldman Sachs Group Inc | ||
| First PREMIER Bank | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Oppenheimer & Co Inc | ||
| D.a. Davidson & Co. | ||
| TD Capital Management LLC | ||
| Caption Management, LLC | ||
| Fulcrum Equity Management | ||
| Solstein Capital, LLC | ||
| Thrive Capital Management, LLC | ||
| 55i, Llc | ||
| Comerica Securities,inc. | ||
| Keel Point, LLC | ||
| Glassman Wealth Services | ||
| Cypress Point Wealth Management, LLC | ||
| Laurel Wealth Advisors, Inc. | ||
| Bluefin Capital Management, Llc | ||
| Goldstream Capital Management Ltd |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 882,792 | 17.60 | 799,026 | 18.08 |
| Worth Asset Management, LLC | 446,014 | 18.04 | 350,382 | 18.75 |
| Cim, Llc | 245,070 | 17.60 | 245,353 | 17.92 |
| GoalVest Advisory LLC | 164,024 | 16.93 | 125,130 | 17.64 |
| Brookstone Capital Management | 153,082 | 17.60 | 154,622 | 17.92 |
| Koshinski Asset Management, Inc. | 131,976 | 0.02 | 109,707 | 17.64 |
| Foundations Investment Advisors, LLC | 122,102 | 16.65 | 131,892 | 19.05 |
| Bridge Advisory, LLC | 55,660 | 16.82 | 45,970 | 17.64 |
| 180 Wealth Advisors, Llc | 53,893 | 18.09 | 54,073 | 18.75 |
| Global Retirement Partners, LLC | 51,102 | 18.04 | 67,512 | 19.06 |
| C2C Wealth Management, LLC | 27,326 | 17.35 | 40,195 | 18.81 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1,797,024 | 18.04 | 758,650 | 17.64 |
| Confluence Investment Management Llc | 1,242,848 | 18.04 | 1,013,460 | 17.64 |
| Commonwealth Equity Services, Llc | 912,838 | 18.04 | 611,385 | 17.64 |
| D. Scott Neal, Inc. | 785,015 | 18.04 | 460,293 | 17.64 |
| Naviter Wealth, LLC | 757,755 | 18.04 | 877,898 | 17.64 |
| Integrated Capital Management, Inc. | 645,707 | 18.04 | 676,763 | 17.64 |
| Bank Julius Baer & Co. Ltd, Zurich | 622,926 | 18.04 | 301,615 | 17.64 |
| Alaska Permanent Capital Management | 572,581 | 18.04 | 738,692 | 17.64 |
| Equitable Trust Co | 546,587 | 18.04 | 260,460 | 17.64 |
| Truist Financial Corp | 538,490 | 18.04 | 418,745 | 17.64 |
| Traverso Chambers Private Wealth Management, LLC | 402,528 | 18.04 | 524,763 | 17.64 |
| APCM Wealth Management for Individuals | 392,287 | 18.04 | 486,501 | 17.64 |
| Juncture Wealth Strategies, Llc | 352,782 | 18.04 | 299,858 | 17.64 |
| Transform Wealth, LLC | 291,429 | 18.04 | 210,637 | 17.64 |
| Upper Left Wealth Management, LLC | 264,006 | 18.04 | 323,739 | 17.71 |
| Innova Wealth Partners | 260,093 | 18.04 | 238,940 | 17.64 |
| Johnson Bixby & Associates, LLC | 254,743 | 18.04 | 369,300 | 17.64 |
| GMOM - Cambria Global Momentum ETF | 248,612 | 18.65 | 196,021 | 15.16 |
| Sawtooth Solutions, LLC | 228,244 | 18.04 | 338,508 | 17.64 |
| TRTY - Cambria Trinity ETF | 186,848 | 18.65 | 167,268 | 15.16 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Bluefin Capital Management, Llc | 0 |
| Caption Management, LLC | 0 |
| Jane Street Group, Llc | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Win Advisors, Inc | 512,284 | 18.10 |
| Wealth Management Resources, Inc. | 311,636 | 18.04 |
| Capitol Family Office, Inc. | 148,021 | 18.04 |
| Good Life Advisors, LLC | 49,929 | 18.05 |
| Galvin, Gaustad & Stein, LLC | 21,500 | 18.05 |
| Litman Gregory Asset Management LLC | 12,503 | 18.08 |
| Annapolis Financial Services, LLC | 6,173 | 17.98 |
| Horan Securities, Inc. | 1,523 | 17.07 |
| Harbor Investment Advisory, Llc | 795 | 17.61 |
| Investors Research Corp | 350 | 17.14 |
| Name | Shares | PPS |
|---|---|---|
| Menlo Advisors Llc | 60,000 | 17.63 |
| BCR Wealth Strategies, LLC | 199 | 20.10 |
| Harel Insurance Investments & Financial Services Ltd. | 102,500 | 17.64 |
| Bell Rock Capital Llc | 31,415 | 18.46 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 882,792 | 17.60 | 799,026 | 18.08 |
| C2C Wealth Management, LLC | 27,326 | 17.35 | 40,195 | 18.81 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 912,838 | 18.04 | 611,385 | 17.64 |
| Naviter Wealth, LLC | 757,755 | 18.04 | 877,898 | 17.64 |
| Integrated Capital Management, Inc. | 645,707 | 18.04 | 676,763 | 17.64 |
| Bank Julius Baer & Co. Ltd, Zurich | 622,926 | 18.04 | 301,615 | 17.64 |
| Truist Financial Corp | 538,490 | 18.04 | 418,745 | 17.64 |
| Sawtooth Solutions, LLC | 228,244 | 18.04 | 338,508 | 17.64 |
| J2 Capital Management Inc | 165,122 | 18.04 | 190,750 | 17.64 |
| Patton Fund Management, Inc. | 163,098 | 18.04 | 156,817 | 17.64 |
| Geneos Wealth Management Inc. | 157,426 | 18.10 | 146,740 | 17.64 |
| Savant Capital, LLC | 128,485 | 18.04 | 164,675 | 17.63 |
| Wesbanco Bank Inc | 98,032 | 18.03 | 113,560 | 17.64 |
| DAVENPORT & Co LLC | 90,357 | 18.04 | 96,908 | 17.64 |
| GenTrust, LLC | 85,833 | 18.04 | 524,964 | 17.64 |
| Demars Financial Group, LLC | 61,245 | 18.04 | 61,565 | 17.64 |
| Sather Financial Group Inc | 55,000 | 18.04 | 55,000 | 17.64 |
| Financial Sense Advisors, Inc. | 54,909 | 18.05 | 0 | |
| KCS Wealth Advisory | 43,113 | 18.05 | 42,487 | 17.63 |
| Umb Bank N A/mo | 40,770 | 18.03 | 28,365 | 17.63 |
| Western Wealth Management, LLC | 37,890 | 18.03 | 33,976 | 17.63 |
| Money Concepts Capital Corp | 29,804 | 18.08 | 12,478 | 17.63 |
| Stratos Wealth Advisors, LLC | 22,457 | 18.03 | 0 | |
| Leeward Financial Partners, LLC | 18,453 | 18.05 | 11,974 | 17.62 |
| Round Table Services, LLC | 17,857 | 18.03 | 20,155 | 17.66 |
| Wedbush Securities Inc | 16,910 | 18.04 | 21,767 | 17.64 |
| Claraphi Advisory Network, LLC | 16,608 | 18.06 | 18,414 | 17.65 |
| Brinker Capital Investments, LLC | 16,438 | 18.07 | 11,931 | 17.60 |
| Occidental Asset Management, LLC | 12,498 | 18.00 | 17,759 | 17.62 |
| Stratos Wealth Partners, LTD. | 11,730 | 18.07 | 11,919 | 17.62 |
| Center For Asset Management LLC | 11,479 | 18.03 | 28,331 | 17.65 |
| Capital Investment Advisory Services, LLC | 10,785 | 18.08 | 10,854 | 17.60 |
| Warren Street Wealth Advisors, LLC | 10,595 | 18.03 | 10,595 | 17.65 |
| JTC Employer Solutions Trusteee Ltd | 6,262 | 18.05 | 6,262 | 17.57 |
| Macroview Investment Management Llc | 3,243 | 18.19 | 3,243 | 17.58 |
| Sandy Spring Bank | 1,758 | 18.20 | 1,758 | 17.63 |
| Spire Wealth Management | 1,204 | 18.27 | 1,344 | 17.86 |
| Asset Dedication, LLC | 870 | 17.24 | 870 | 16.09 |
| Name | Current Puts |
|---|
| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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