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	252	45.00	48.76	44.13
Previous Quarter	284	47.00	48.77	48.03

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	98	30	0	9	13
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	3	18	0	6	7
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
Harel Insurance Investments & Financial Services Ltd.	3,950,701	36.27
Bank Of America Corp /de/	1,121,951	48.77
UBS Group AG	981,795	48.77
Wells Fargo & Company/mn	932,224	48.77
Morgan Stanley	883,214	48.77
Td Asset Management Inc	800,000	48.77
Royal Bank Of Canada	617,153	48.77
LPL Financial LLC	438,793	48.77
Barings Llc	374,063	48.77
Prudential Plc	343,900	49.08
Thrivent Financial For Lutherans	218,763	48.77
Amundi	184,569	46.24
Commonwealth Equity Services, Llc	181,925	36.27
Cambridge Investment Research Advisors, Inc.	173,493	36.27
HighTower Advisors, LLC	155,502	48.79
Advisor Group Holdings, Inc.	141,443	47.21
360 Financial, Inc.	138,455	48.89
Millennium Management Llc	116,660	48.77
SFI Advisors, LLC	114,321	48.77
Integrated Wealth Concepts LLC	107,758	48.77

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
Harel Insurance Investments & Financial Services Ltd.	3,981,247	48.77
Bank Of America Corp /de/	1,121,951	48.77
UBS Group AG	981,795	48.77
Wells Fargo & Company/mn	932,224	48.77
Morgan Stanley	883,214	48.77
Td Asset Management Inc	800,000	48.77
Royal Bank Of Canada	617,153	48.77
LPL Financial LLC	438,793	48.77
Barings Llc	374,063	48.77
Prudential Plc	343,900	49.08
Commonwealth Equity Services, Llc	256,223	48.77
Thrivent Financial For Lutherans	218,763	48.77
Amundi	184,569	46.24
Cambridge Investment Research Advisors, Inc.	166,633	48.77
Polaris Wealth Advisory Group, LLC	165,066	46.24
HighTower Advisors, LLC	155,502	48.79
Equitable Trust Co	151,357	48.77
Advisor Group Holdings, Inc.	141,443	47.21
360 Financial, Inc.	138,455	48.89
Millennium Management Llc	116,660	48.77

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
ACG Wealth	1,223	35.98
Tradewinds Capital Management, LLC	550	36.36

Recent Quarter 98 Institutes closed out their positions

Name	Shares	PPS
Polaris Wealth Advisory Group, LLC	165,066	46.24
Peterson Wealth Services	52,753	48.77
Moors & Cabot, Inc.	52,556	39.50
Ayalon Holdings Ltd.	41,020	48.78
CLACX - CLS Global Aggressive Equity Fund Class N Shares	40,000	50.50
Emery Howard Portfolio Management, Inc.	25,539	48.98
Archford Capital Strategies, LLC	12,992	0.08
GenTrust, LLC	8,992	48.82
IFP Advisors, Inc	6,744	49.67
Milestone Advisory Partners	6,138	48.71
Stratos Wealth Partners, LTD.	4,749	48.85
Global Trust Asset Management, LLC	4,102	48.76
Professional Planning	4,013	50.34
Crescent Capital Consulting, LLC	570	50.88
Wolff Wiese Magana Llc	520	48.08
Future Financial Wealth Managment LLC	300	50.00
Carroll Financial Associates, Inc.	145	48.28
Strategic Blueprint, LLC
WT Wealth Management
Jfs Wealth Advisors, Llc
Secure Asset Management, LLC
Emerald Investment Partners, Llc
Red Door Wealth Management, LLC
Clear Creek Financial Management, LLC
South Shore Capital Advisors
Adviser Investments LLC
PRW Wealth Management LLC
Bickling Financial Services, Inc.
Brinker Capital Investments, LLC
Barometer Capital Management Inc.
Truist Financial Corp
Advisors Preferred, LLC
Vicus Capital
ExodusPoint Capital Management, LP
Hennion & Walsh Asset Management, Inc.
Toroso Investments, LLC
Amplius Wealth Advisors, LLC
Sandbox Financial Partners, LLC
Fortress Wealth Group, LLC
Principal Financial Group Inc
Black Swift Group, LLC
All Season Financial Advisors, Inc.
Financial Enhancement Group LLC
Great Diamond Partners, LLC
Investment Partners, Ltd.
Lincoln National Corp
CIBC World Markets Inc.
Total Clarity Wealth Management, Inc.
Bellwether Advisors, LLC
United Capital Financial Advisers, Llc
GPS Wealth Strategies Group, LLC
Ibex Wealth Advisors
Ford Financial Group, LLC
Keybank National Association/oh
Optimum Investment Advisors
Qube Research & Technologies Ltd
First Republic Investment Management, Inc.
ERn Financial, LLC
Wealthbridge Capital Management, Llc
Ergoteles LLC
Masso Torrence Wealth Management Inc.
St. Johns Investment Management Company, LLC
Confluence Wealth Services, Inc.
First Horizon Advisors, Inc.
Meeder Asset Management Inc
Geneos Wealth Management Inc.
National Asset Management, Inc.
Signet Financial Management, Llc
Banque Cantonale Vaudoise
Minichmacgregor Wealth Management, Llc
Ausdal Financial Partners, Inc.
Congress Wealth Management LLC / DE /
Tower Research Capital LLC (TRC)
Financial Advisory Service, Inc.
Ascent Group, LLC
PEAK6 Investments LLC
Clal Insurance Enterprises Holdings Ltd
Regency Capital Management Inc.\DE
Barclays Plc
Capital Asset Advisory Services LLC
J Arnold Wealth Management Co
Solstein Capital, LLC
Belvedere Trading LLC
Garde Capital, Inc.
Gerber Kawasaki Wealth & Investment Management
Stonebridge Financial Planning Group, LLC
Ahrens Investment Partners LLC
Horan Securities, Inc.
PineBridge Investments, L.P.
Bank Hapoalim Bm
Ameraudi Asset Management, Inc.
Retirement Planning Co of New England, Inc.
Deutsche Bank Ag\
Wbh Advisory Inc
Pallas Capital Advisors LLC
Center for Financial Planning, Inc.
Bnp Paribas Arbitrage, Sa
Financial Management Professionals, Inc.

Recent Quarter 30 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harel Insurance Investments & Financial Services Ltd.	3,950,701	36.27	3,981,247	48.77
Commonwealth Equity Services, Llc	181,925	36.27	256,223	48.77
Cambridge Investment Research Advisors, Inc.	173,493	36.27	166,633	48.77
Consolidated Capital Management, Llc	92,300	36.27	8,496	48.73
RWM Asset Management, LLC	79,189	36.27	76,651	48.77
Arkadios Wealth Advisors	62,589	0.03	71,652	0.04
Flagship Harbor Advisors, Llc	48,810	36.26	53,425	48.78
WealthCare Investment Partners, LLC	40,180	36.26	40,952	47.27
Equitable Trust Co	33,619	36.26	151,357	48.77
Teamwork Financial Advisors, LLC	31,381	36.26	6,786	48.78
Kwmg, Llc	30,665	36.26	27,628	48.75
Claudia M.p. Batlle, Crp (r) Llc	17,259	36.27	17,232	48.75
SOL Capital Management CO	15,530	36.25	13,210	48.75
Private Advisor Group, LLC	14,546	36.30	15,786	48.78
Western Wealth Management, LLC	9,320	36.48	9,304	48.80
Baker Boyer National Bank	7,073	36.34	7,073	48.78
Patten Group, Inc.	7,021	37.32	8,181	48.77
American Institute for Advanced Investment Management, LLP	6,625	36.23	7,175	48.78
Capital Investment Advisory Services, LLC	2,953	36.23	2,853	48.72
Lakeview Capital Partners, LLC	1,107	36.13	1,158	48.36

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Consolidated Capital Management, Llc	83,804	92,300	36.27	8,496	48.73	986.39
Teamwork Financial Advisors, LLC	24,595	31,381	36.26	6,786	48.78	362.44
Cambridge Investment Research Advisors, Inc.	6,860	173,493	36.27	166,633	48.77	4.12
Kwmg, Llc	3,037	30,665	36.26	27,628	48.75	10.99
RWM Asset Management, LLC	2,538	79,189	36.27	76,651	48.77	3.31
SOL Capital Management CO	2,320	15,530	36.25	13,210	48.75	17.56
Capital Investment Advisory Services, LLC	100	2,953	36.23	2,853	48.72	3.51
Claudia M.p. Batlle, Crp (r) Llc	27	17,259	36.27	17,232	48.75	0.16
Western Wealth Management, LLC	16	9,320	36.48	9,304	48.80	0.17

Recent Quarter 13 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Equitable Trust Co	117,738	33,619	36.26	151,357	48.77	-77.79
Commonwealth Equity Services, Llc	74,298	181,925	36.27	256,223	48.77	-29.00
Harel Insurance Investments & Financial Services Ltd.	30,546	3,950,701	36.27	3,981,247	48.77	-0.77
Arkadios Wealth Advisors	9,063	62,589	0.03	71,652	0.04	-12.65
Flagship Harbor Advisors, Llc	4,615	48,810	36.26	53,425	48.78	-8.64
Money Concepts Capital Corp	1,402	547	36.56	1,949	48.74	-71.93
Private Advisor Group, LLC	1,240	14,546	36.30	15,786	48.78	-7.86
Patten Group, Inc.	1,160	7,021	37.32	8,181	48.77	-14.18
WealthCare Investment Partners, LLC	772	40,180	36.26	40,952	47.27	-1.89
American Institute for Advanced Investment Management, LLP	550	6,625	36.23	7,175	48.78	-7.67
Cordasco Financial Network	120	610	36.07	730	49.32	-16.44
Lakeview Capital Partners, LLC	51	1,107	36.13	1,158	48.36	-4.40
AdvisorNet Financial, Inc	51	129	38.76	180	50.00	-28.33

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Tradewinds Capital Management, LLC	550	36.36

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Milestone Advisory Partners	6,138	48.71
GenTrust, LLC	8,992	48.82
Stratos Wealth Partners, LTD.	4,749	48.85

Past Week 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harel Insurance Investments & Financial Services Ltd.	3,950,701	36.27	3,981,247	48.77
Commonwealth Equity Services, Llc	181,925	36.27	256,223	48.77
Consolidated Capital Management, Llc	92,300	36.27	8,496	48.73
WealthCare Investment Partners, LLC	40,180	36.26	40,952	47.27
Teamwork Financial Advisors, LLC	31,381	36.26	6,786	48.78
Claudia M.p. Batlle, Crp (r) Llc	17,259	36.27	17,232	48.75
SOL Capital Management CO	15,530	36.25	13,210	48.75
Western Wealth Management, LLC	9,320	36.48	9,304	48.80
Patten Group, Inc.	7,021	37.32	8,181	48.77
American Institute for Advanced Investment Management, LLP	6,625	36.23	7,175	48.78
Capital Investment Advisory Services, LLC	2,953	36.23	2,853	48.72
Lakeview Capital Partners, LLC	1,107	36.13	1,158	48.36
Money Concepts Capital Corp	547	36.56	1,949	48.74
First Command Bank	310	35.48	310	48.39
First Command Financial Services, Inc.	310	35.48	310	48.39
Spire Wealth Management	250	36.00	250	48.00
Asset Dedication, LLC	108	37.04	108	46.30
Costello Asset Management, INC	40	25.00	40	50.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Consolidated Capital Management, Llc	83,804	92,300	36.27	8,496	48.73	986.39
Teamwork Financial Advisors, LLC	24,595	31,381	36.26	6,786	48.78	362.44
SOL Capital Management CO	2,320	15,530	36.25	13,210	48.75	17.56
Capital Investment Advisory Services, LLC	100	2,953	36.23	2,853	48.72	3.51
Claudia M.p. Batlle, Crp (r) Llc	27	17,259	36.27	17,232	48.75	0.16
Western Wealth Management, LLC	16	9,320	36.48	9,304	48.80	0.17

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	74,298	181,925	36.27	256,223	48.77	-29.00
Harel Insurance Investments & Financial Services Ltd.	30,546	3,950,701	36.27	3,981,247	48.77	-0.77
Money Concepts Capital Corp	1,402	547	36.56	1,949	48.74	-71.93
Patten Group, Inc.	1,160	7,021	37.32	8,181	48.77	-14.18
WealthCare Investment Partners, LLC	772	40,180	36.26	40,952	47.27	-1.89
American Institute for Advanced Investment Management, LLP	550	6,625	36.23	7,175	48.78	-7.67
Lakeview Capital Partners, LLC	51	1,107	36.13	1,158	48.36	-4.40

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name