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 | 227 | 85.00 | 81.02 | 79.77 |
| Previous Quarter | 240 | 86.00 | 81.02 | 80.18 |
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 | 61 | 13 | 0 | 3 | 6 |
| 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 | 3 | 11 | 0 | 3 | 5 |
| 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 |
|---|---|---|
| Morgan Stanley | 1,065,560 | 81.02 |
| Wells Fargo & Company/mn | 908,998 | 81.02 |
| Raymond James & Associates | 646,701 | 81.02 |
| Commonwealth Equity Services, Llc | 606,904 | 81.02 |
| Prospera Financial Services Inc | 456,695 | 81.02 |
| Royal Bank Of Canada | 399,109 | 81.02 |
| Janney Montgomery Scott LLC | 357,850 | 81.02 |
| NewSquare Capital LLC | 357,314 | 81.02 |
| Raymond James Financial Services Advisors, Inc. | 354,204 | 81.02 |
| Bank Of America Corp /de/ | 343,920 | 81.02 |
| UBS Group AG | 324,269 | 81.02 |
| LPL Financial LLC | 320,801 | 81.02 |
| GWM Advisors LLC | 211,170 | 81.02 |
| Advisor Group Holdings, Inc. | 184,697 | 74.66 |
| Ameriprise Financial Inc | 180,452 | 81.06 |
| Strid Group, LLC | 153,532 | 68.10 |
| Tradition Wealth Management, LLC | 118,857 | 81.02 |
| Wealth Enhancement Advisory Services, Llc | 115,792 | 81.49 |
| Stifel Financial Corp | 94,290 | 81.03 |
| Jpmorgan Chase & Co | 92,923 | 81.02 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 1,065,560 | 81.02 |
| Wells Fargo & Company/mn | 908,998 | 81.02 |
| Raymond James & Associates | 646,701 | 81.02 |
| Commonwealth Equity Services, Llc | 606,904 | 81.02 |
| Prospera Financial Services Inc | 456,695 | 81.02 |
| Royal Bank Of Canada | 399,109 | 81.02 |
| Janney Montgomery Scott LLC | 357,850 | 81.02 |
| NewSquare Capital LLC | 357,314 | 81.02 |
| Raymond James Financial Services Advisors, Inc. | 354,204 | 81.02 |
| Bank Of America Corp /de/ | 343,920 | 81.02 |
| UBS Group AG | 324,269 | 81.02 |
| LPL Financial LLC | 320,801 | 81.02 |
| GWM Advisors LLC | 211,170 | 81.02 |
| Advisor Group Holdings, Inc. | 184,697 | 74.66 |
| Ameriprise Financial Inc | 180,452 | 81.06 |
| Strid Group, LLC | 179,049 | 81.02 |
| Tradition Wealth Management, LLC | 118,857 | 81.02 |
| Wealth Enhancement Advisory Services, Llc | 115,792 | 81.49 |
| Stifel Financial Corp | 94,290 | 81.03 |
| Jpmorgan Chase & Co | 92,923 | 81.02 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Eagle Bay Advisors LLC | 6,206 | 81.05 |
| IFP Advisors, Inc | 4,885 | 94.37 |
| Strategy Asset Managers Llc | 4,212 | 80.96 |
| Engrave Wealth Partners LLC | 4,041 | 80.92 |
| Minichmacgregor Wealth Management, Llc | 3,057 | 80.80 |
| Carroll Financial Associates, Inc. | 2,603 | 95.27 |
| Parallel Advisors, LLC | 662 | 81.57 |
| Harbor Investment Advisory, Llc | ||
| EWG Elevate Inc. | ||
| Strategic Equity Management | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Moors & Cabot, Inc. | ||
| Crabel Capital Management, LLC | ||
| Jane Street Group, Llc | ||
| Investment Partners, Ltd. | ||
| Barclays Plc | ||
| AMJ Financial Wealth Management | ||
| Vigilare Wealth Management | ||
| Sanctuary Wealth Advisors, LLC | ||
| Advisory Alpha, LLC | ||
| RFG Advisory, LLC | ||
| Avantax Advisory Services, Inc. | ||
| Curi Wealth Management, LLC | ||
| Inscription Capital, LLC | ||
| CoreCap Advisors, LLC | ||
| FinTrust Capital Advisors, LLC | ||
| Shilanski & Associates, Inc. | ||
| Sofos Investments, Inc. | ||
| Smith, Moore & Co. | ||
| Nations Financial Group Inc, /ia/ /adv | ||
| Beacon Capital Management, Inc. | ||
| Affinity Wealth Management Llc | ||
| Change Path, LLC | ||
| Eqis Capital Management, Inc. | ||
| FineMark National Bank & Trust | ||
| Signature Securities Group Corporation | ||
| Genesee Capital Advisors, LLC | ||
| Proequities, Inc. | ||
| StoneX Group Inc. | ||
| Cascade Investment Advisors, Inc. | ||
| Ironwood Financial, llc | ||
| Secure Asset Management, LLC | ||
| Astoria Portfolio Advisors LLC. | ||
| We Are One Seven, LLC | ||
| Qube Research & Technologies Ltd | ||
| Simplex Trading, Llc | ||
| Gyroscope Capital Management Group, Llc | ||
| J. L. Bainbridge & Co., Inc. | ||
| Wealth Enhancement & Preservation of GA, LLC | ||
| Acima Private Wealth, Llc | ||
| Coastal Investment Advisors, Inc. | ||
| FourThought Financial, LLC | ||
| Ellis Investment Partners, LLC | ||
| Sowell Financial Services LLC | ||
| Phoenix Wealth Advisors | ||
| University Of Texas/texas Am Investment Managment Co | ||
| Anfield Capital Management, LLC | ||
| Samalin Investment Counsel, LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Kovack Advisors, Inc. | ||
| Atlas Private Wealth Advisors |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Strid Group, LLC | 153,532 | 68.10 | 179,049 | 81.02 |
| Cambridge Investment Research Advisors, Inc. | 55,441 | 68.09 | 41,776 | 81.03 |
| Raymond James Trust N.a. | 15,481 | 68.08 | 15,481 | 81.00 |
| Calton & Associates, Inc. | 14,077 | 68.05 | 13,845 | 80.97 |
| Private Advisor Group, LLC | 12,421 | 68.11 | 8,594 | 80.99 |
| TKG Advisors, LLC | 5,176 | 68.01 | 5,282 | 81.03 |
| Koshinski Asset Management, Inc. | 4,348 | 4,348 | 80.96 | |
| Trinity Wealth Management, LLC | 4,286 | 68.13 | 4,445 | 80.99 |
| Castle Rock Wealth Management, LLC | 4,280 | 69.63 | 4,280 | 81.31 |
| AdvisorNet Financial, Inc | 3,650 | 68.22 | 4,739 | 81.03 |
| Old Port Advisors | 3,386 | 67.93 | 3,386 | 81.51 |
| Parkside Financial Bank & Trust | 394 | 68.53 | 1,545 | 80.91 |
| FSC Wealth Advisors, LLC | 338 | 68.05 | 405 | 81.48 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Engrave Wealth Partners LLC | 4,041 | 80.92 |
| Minichmacgregor Wealth Management, Llc | 3,057 | 80.80 |
| Strategy Asset Managers Llc | 4,212 | 80.96 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Strid Group, LLC | 153,532 | 68.10 | 179,049 | 81.02 |
| Cambridge Investment Research Advisors, Inc. | 55,441 | 68.09 | 41,776 | 81.03 |
| Raymond James Trust N.a. | 15,481 | 68.08 | 15,481 | 81.00 |
| Calton & Associates, Inc. | 14,077 | 68.05 | 13,845 | 80.97 |
| Private Advisor Group, LLC | 12,421 | 68.11 | 8,594 | 80.99 |
| TKG Advisors, LLC | 5,176 | 68.01 | 5,282 | 81.03 |
| Koshinski Asset Management, Inc. | 4,348 | 4,348 | 80.96 | |
| Trinity Wealth Management, LLC | 4,286 | 68.13 | 4,445 | 80.99 |
| Castle Rock Wealth Management, LLC | 4,280 | 69.63 | 4,280 | 81.31 |
| Parkside Financial Bank & Trust | 394 | 68.53 | 1,545 | 80.91 |
| FSC Wealth Advisors, LLC | 338 | 68.05 | 405 | 81.48 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|