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 328 196.00 20.87 56.88
Previous Quarter 332 24.00 24.37 25.36

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 22 103 204 10 92 86
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 11 0 7 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
MORGAN STANLEY 8,464,860
Morgan Stanley 7,943,269 20.87
Bank Of America Corp /de/ 3,170,291 20.87
UBS Group AG 2,076,313 20.87
Rivernorth Capital Management, Llc 1,735,760 20.87
Royal Bank Of Canada 1,698,653 20.87
Cohen & Steers, Inc. 1,666,967 20.87
Invesco Ltd. 1,562,829 20.87
PCEF - Invesco CEF Income Composite ETF 1,527,808 22.55
LPL Financial LLC 1,137,952 20.87
Howland Capital Management Llc 1,061,184 21.09
Advisor Group Holdings, Inc. 876,572 20.87
Cohen & Steers Closed-end Opportunity Fund, Inc. 867,328 20.87
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 831,345 20.87
Atria Wealth Solutions, Inc. 792,033 20.88
Commonwealth Equity Services, Llc 715,699 20.87
Cornerstone Advisory, LLC 574,318 20.87
Alliancebernstein L.p. 494,909 20.87
YYY - Amplify High Income ETF 489,161 22.91
Penserra Capital Management LLC 474,599 20.87

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 7,889,519 24.37
Bank Of America Corp /de/ 3,304,655 24.37
UBS Group AG 2,524,575 24.37
Cohen & Steers, Inc. 1,666,967 24.37
PCEF - Invesco CEF Income Composite ETF 1,647,597 24.20
Rivernorth Capital Management, Llc 1,635,960 24.37
Invesco Ltd. 1,539,284 24.37
Royal Bank Of Canada 1,486,091 24.37
LPL Financial LLC 1,183,569 24.37
Howland Capital Management Llc 1,058,012 24.37
Cohen & Steers Closed-end Opportunity Fund, Inc. 867,328 24.37
Advisor Group Holdings, Inc. 769,476 24.37
Commonwealth Equity Services, Llc 705,626 24.37
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 672,751 24.37
Cornerstone Advisory, LLC 578,167 24.37
Alliancebernstein L.p. 497,209 24.37
YYY - Amplify High Income ETF 493,926 25.12
Penserra Capital Management LLC 482,490 24.37
Cambridge Investment Research Advisors, Inc. 427,692 24.37
Raymond James Financial Services Advisors, Inc. 372,802 24.37

 

Recent Quarter Analysis

Name Shares PPS
MORGAN STANLEY 8,464,860
BDO Wealth Advisors, LLC 249,834 20.87
Ulrich Consultants & Investment Group, LLC 200,185 20.87
Captrust Financial Advisors 168,699 20.87
MAS Advisors LLC 109,452 20.87
MorganRosel Wealth Management, LLC 83,752 20.87
Cresset Asset Management, LLC 53,953 20.87
Change Path, LLC 18,987 20.86
Strategic Wealth Advisors Group, LLC 17,593
Capital Investment Advisors, LLC 13,851 20.86
Riverbridge Partners Llc 11,828 20.88
Mariner, LLC 10,310 20.85
Commerce Bank 9,699 20.93
Centerpoint Advisors, LLC 2,291 20.95
ACG Wealth 826 20.58
CNB Bank 810 20.99
Bramshill Investments, LLC 600 21.67
WFA of San Diego, LLC 400 20.00
Howe & Rusling Inc 341 20.53
Heritage Financial Services, LLC 65 15.38
Name Shares PPS
Strategic Wealth Management Inc 200,185 25.91
Natixis 86,064 24.37
NEXT Financial Group, Inc 61,113 25.90
Mid Atlantic Financial Management Inc/adv 43,103 26.59
J.w. Cole Advisors, Inc. 37,239 0.73
Westwood Holdings Group Inc 31,880 24.37
Firethorn Wealth Partners, Llc 31,644 24.36
Secure Asset Management, LLC 31,328 24.36
Biltmore Capital Advisors LLC 28,555 25.91
Camden Capital, LLC 26,539 24.38
IHT Wealth Management, LLC 26,245 24.39
Citadel Advisors Llc 22,114 24.37
Arete Wealth Advisors, LLC 20,621 24.39
Dumont & Blake Investment Advisors Llc 17,415 24.35
Consilium Wealth Advisory, LLC 16,776 24.38
Marcum Wealth, LLC 16,000 24.38
Signature Estate & Investment Advisors Llc 13,938 24.39
Apollon Wealth Management, LLC 13,147 24.34
HB Wealth Management, LLC 12,892 24.36
Family Management Corp 12,627 24.39
Garrison Bradford & Associates Inc 11,785 24.35
Magnolia Wealth Management, LLC 11,772 23.62
Oak Family Advisors, Llc 11,645 24.39
Ameritas Investment Corp 10,879
Eaton Vance Management 10,529 24.41
Cerity Partners LLC 9,895 24.36
San Luis Wealth Advisors LLC 9,737 25.88
GenWealth Group, Inc. 9,261 24.40
Crescent Capital Consulting, LLC 8,850 25.88
Spreng Capital Management, Inc. 8,258 24.34
Parkside Investments, LLC 4,915 24.21
Investmark Advisory Group LLC 2,980 25.84
Prospera Financial Services Inc 1,971 24.35
Herold Advisors, Inc. 1,872 24369.66
Evermay Wealth Management Llc 1,500 24.67
Sound Income Strategies, LLC 1,428 24.51
North Star Investment Management Corp. 1,423 24.60
Tcwp Llc 1,384 23.84
Covington Capital Management 320 25.00
Reilly Financial Advisors, Llc 284 24.65
Creative Planning 284 24.65
Trustcore Financial Services, Llc 200 25.00
Costello Asset Management, INC 100 20.00
Cary Street Partner Investment Advisory Llc
Clear Perspectives Financial Planning, LLC
Total Clarity Wealth Management, Inc.
Northern Trust Corp
Parallel Advisors, LLC
Comprehensive Financial Consultants Institutional, Inc.
Cypress Capital Group
Sunbelt Securities, Inc.
Jane Street Group, Llc
Pensionmark Financial Group, Llc
Fiduciary Group LLC
Clear Creek Financial Management, LLC
Insight Advisors, LLC/ PA
Ckw Financial Group
Mariner Investment Group Llc
Enterprise Financial Services Corp
Ameriprise Financial Inc
ExodusPoint Capital Management, LP
Miracle Mile Advisors, LLC
Callan Capital, LLC
State of Tennessee, Treasury Department
Advisors Asset Management, Inc.
Amplius Wealth Advisors, LLC
MBM Wealth Consultants, LLC
Panagora Asset Management Inc
Annapolis Financial Services, LLC
Capital Analysts, Inc.
Riverstone Advisors, LLC
Kerntke Otto McGlone Wealth Management Group
Summit Trail Advisors, Llc
Newbridge Financial Services Group, Inc.
Landscape Capital Management, L.l.c.
Jpmorgan Chase & Co
Fifth Third Bancorp
ProVise Management Group, LLC
D'Orazio & Associates, Inc.
Citigroup Inc
Plante Moran Financial Advisors, LLC
Wealthcare Advisory Partners LLC
Aristides Capital LLC
Paragon Advisors, LLC
Exencial Wealth Advisors, Llc
Clifford Swan Investment Counsel Llc
Outlook Wealth Advisors, LLC
CIBC Private Wealth Group, LLC
Cornerstone Wealth Management, LLC
Affinity Wealth Management Llc
Arkadios Wealth Advisors
Founders Financial Alliance, LLC
Red Door Wealth Management, LLC
Cedar Brook Financial Partners, LLC
Weiss Asset Management LP
Vectors Research Management, LLC
Resources Investment Advisors, LLC.
Aurora Private Wealth, Inc.
Strategic Blueprint, LLC
Nomura Holdings Inc
Chilton Capital Management Llc
Moors & Cabot, Inc.
Verus Capital Partners, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 7,943,269 20.87 7,889,519 24.37
Bank Of America Corp /de/ 3,170,291 20.87 3,304,655 24.37
UBS Group AG 2,076,313 20.87 2,524,575 24.37
Rivernorth Capital Management, Llc 1,735,760 20.87 1,635,960 24.37
Royal Bank Of Canada 1,698,653 20.87 1,486,091 24.37
Cohen & Steers, Inc. 1,666,967 20.87 1,666,967 24.37
Invesco Ltd. 1,562,829 20.87 1,539,284 24.37
PCEF - Invesco CEF Income Composite ETF 1,527,808 22.55 1,647,597 24.20
LPL Financial LLC 1,137,952 20.87 1,183,569 24.37
Howland Capital Management Llc 1,061,184 21.09 1,058,012 24.37
Advisor Group Holdings, Inc. 876,572 20.87 769,476 24.37
Cohen & Steers Closed-end Opportunity Fund, Inc. 867,328 20.87 867,328 24.37
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 831,345 20.87 672,751 24.37
Atria Wealth Solutions, Inc. 792,033 20.88 207,617 24.47
Commonwealth Equity Services, Llc 715,699 20.87 705,626 24.37
Cornerstone Advisory, LLC 574,318 20.87 578,167 24.37
Alliancebernstein L.p. 494,909 20.87 497,209 24.37
YYY - Amplify High Income ETF 489,161 22.91 493,926 25.12
Penserra Capital Management LLC 474,599 20.87 482,490 24.37
Cambridge Investment Research Advisors, Inc. 408,264 20.87 427,692 24.37
Name Current Shares Current PPS Previous Shares Previous PPS
Venture Visionary Partners LLC 70,805 20870.02 68,925 24.36
Kestra Advisory Services, LLC 58,657 0.02 58,921 0.02
Virtu Financial LLC 45,202 20.86 0
Heirloom Wealth Management 27,412 22.03 27,611 21.48
Chicago Partners Investment Group LLC 20,600 21.70 24,565 21.37
Edge Wealth Management LLC 11,429 20.91 0
First Personal Financial Services 3,598 20.84 0
Gradient Investments LLC 1,450 20.69 0
CX Institutional 928 20.47 0
Heritage Wealth Management, Llc 665 20870.68 665 24.06
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Atria Wealth Solutions, Inc. 584,416 792,033 20.88 207,617 24.47 281.49
Royal Bank Of Canada 212,562 1,698,653 20.87 1,486,091 24.37 14.30
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 158,594 831,345 20.87 672,751 24.37 23.57
Advisor Group Holdings, Inc. 107,096 876,572 20.87 769,476 24.37 13.92
Rivernorth Capital Management, Llc 99,800 1,735,760 20.87 1,635,960 24.37 6.10
Thrivent Financial For Lutherans 93,252 213,804 20.87 120,552 24.37 77.35
U.S. Capital Wealth Advisors, LLC 79,449 146,871 20.87 67,422 24.37 117.84
Private Advisor Group, LLC 69,554 341,269 20.87 271,715 24.37 25.60
Means Investment Co., Inc. 66,902 82,449 20.87 15,547 24.38 430.32
Morgan Stanley 53,750 7,943,269 20.87 7,889,519 24.37 0.68
Virtu Financial LLC 45,202 45,202 20.86 0 0.00
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 42,211 79,358 21.69 37,147 24.36 113.63
Merit Financial Group, LLC 29,912 160,965 20.87 131,053 24.37 22.82
AE Wealth Management LLC 26,466 37,417 20.87 10,951 24.38 241.68
Invesco Ltd. 23,545 1,562,829 20.87 1,539,284 24.37 1.53
Wagner Wealth Management, Llc 21,606 205,329 20.87 183,723 24.37 11.76
National Bank Of Canada /fi/ 21,023 62,989 20.81 41,966 24.21 50.10
Tennessee Valley Asset Management Partners 13,709 69,748 20.88 56,039 24.38 24.46
Parisi Gray Wealth Management 12,589 75,275 20.87 62,686 24.38 20.08
DALT - Anfield Capital Diversified Alternatives ETF 11,771 114,401 22.91 102,630 25.12 11.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
UBS Group AG 448,262 2,076,313 20.87 2,524,575 24.37 -17.76
Bank Of America Corp /de/ 134,364 3,170,291 20.87 3,304,655 24.37 -4.07
PCEF - Invesco CEF Income Composite ETF 119,789 1,527,808 22.55 1,647,597 24.20 -7.27
Thomas J. Herzfeld Advisors, Inc. 90,493 173,618 20.87 264,111 24.37 -34.26
Vident Investment Advisory, LLC 75,228 75,228 20.87 150,456 24.37 -50.00
Cetera Advisor Networks LLC 49,361 123,152 20.87 172,513 24.37 -28.61
Stifel Financial Corp 46,324 79,806 20.88 126,130 24.37 -36.73
LPL Financial LLC 45,617 1,137,952 20.87 1,183,569 24.37 -3.85
Mathes Company, Inc. 45,254 37,930 20.88 83,184 24.37 -54.40
Money Concepts Capital Corp 38,048 410 21.95 38,458 24.36 -98.93
Evergreen Capital Management Llc 30,671 190,366 21.09 221,037 24.37 -13.88
Brinker Capital Investments, LLC 28,970 205,091 20.87 234,061 24.37 -12.38
Raymond James & Associates 25,759 267,023 20.87 292,782 24.37 -8.80
Stratos Wealth Partners, LTD. 23,636 79,286 20.87 102,922 24.37 -22.96
Raymond James Financial Services Advisors, Inc. 21,390 351,412 20.87 372,802 24.37 -5.74
Sigma Planning Corp 20,474 236,881 20.87 257,355 24.37 -7.96
Cambridge Investment Research Advisors, Inc. 19,428 408,264 20.87 427,692 24.37 -4.54
Envestnet Asset Management Inc 18,824 110,580 20.87 129,404 24.37 -14.55
Good Life Advisors, LLC 18,575 13,079 20.87 31,654 24.36 -58.68
Spire Wealth Management 14,342 39,031 20.88 53,373 24.38 -26.87
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Herold Advisors, Inc. 1,872
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
BDO Wealth Advisors, LLC 249,834 20.87
Riverbridge Partners Llc 11,828 20.88
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cohen & Steers Closed-end Opportunity Fund, Inc. 867,328 20.87 867,328 24.37
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 831,345 20.87 672,751 24.37
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 64,800 20.86 64,800 24.37
FFBYX - First Foundation Fixed Income Fund Class Y 60,534 20.86 60,534 24.37
AAHYX - Thrivent Diversified Income Plus Fund Class A 11,327 20.84 9,727 24.37
TMLDX - Thrivent Multidimensional Income Fund Class S 9,093 20.90 8,943 24.38
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 8,462 20.92 8,412 24.37
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 7,334 20.86 6,334 24.31
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3,002 20.99 2,802 24.27
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 2,740 20.80 2,390 24.27
GUDAX - Guggenheim Diversified Income Fund Class A 845 21.30 845 24.85
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 158,594 831,345 20.87 672,751 24.37 23.57
AAHYX - Thrivent Diversified Income Plus Fund Class A 1,600 11,327 20.84 9,727 24.37 16.45
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 1,000 7,334 20.86 6,334 24.31 15.79
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 350 2,740 20.80 2,390 24.27 14.64
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 200 3,002 20.99 2,802 24.27 7.14
TMLDX - Thrivent Multidimensional Income Fund Class S 150 9,093 20.90 8,943 24.38 1.68
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 50 8,462 20.92 8,412 24.37 0.59
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