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 193 22.00 21.83 21.29
Previous Quarter 198 158.00 21.83 32.73

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 8 35 30 0 16 4
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 5 1 13 0 7 2
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 1,396 0.00 0.00 0 0.00 0.00
Previous Quarter 1,396 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/ 6,573,961 21.83
Morgan Stanley 2,217,847 21.83
United Capital Financial Advisers, Llc 1,382,721 21.83
LPL Financial LLC 916,654 21.83
Cetera Advisor Networks LLC 784,303 21.83
Ameriprise Financial Inc 711,400 21.86
Salomon & Ludwin, LLC 628,164 21.83
Wells Fargo & Company/mn 533,911 21.83
AlphaCore Capital LLC 508,535 21.83
UBS Group AG 483,317 21.83
Ahrens Investment Partners LLC 334,333 21.83
Evoke Wealth, Llc 325,065 0.22
Cambridge Investment Research Advisors, Inc. 325,049 20.55
Raymond James & Associates 319,838 21.83
Northwestern Mutual Wealth Management Co 306,400 21.83
Investors Research Corp 202,422 20.55
One Capital Management, LLC 196,958 21.82
Capital Advisors, Ltd. LLC 193,494 21.83
GHP Investment Advisors, Inc. 189,023 21.83
Advisor Group Holdings, Inc. 185,800 13.26

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/ 6,573,961 21.83
Morgan Stanley 2,217,847 21.83
United Capital Financial Advisers, Llc 1,382,721 21.83
LPL Financial LLC 916,654 21.83
Cetera Advisor Networks LLC 784,303 21.83
Ameriprise Financial Inc 711,400 21.86
Salomon & Ludwin, LLC 628,164 21.83
Wells Fargo & Company/mn 533,911 21.83
AlphaCore Capital LLC 508,535 21.83
UBS Group AG 483,317 21.83
Ahrens Investment Partners LLC 334,333 21.83
Evoke Wealth, Llc 325,065 0.22
Raymond James & Associates 319,838 21.83
Northwestern Mutual Wealth Management Co 306,400 21.83
Cambridge Investment Research Advisors, Inc. 279,953 21.83
One Capital Management, LLC 196,958 21.82
Capital Advisors, Ltd. LLC 193,494 21.83
GHP Investment Advisors, Inc. 189,023 21.83
Commonwealth Equity Services, Llc 187,624 21.83
Investors Research Corp 186,514 21.83

 

Recent Quarter Analysis

Name Shares PPS
Dorsey Wright & Associates 133,803 20.55
EWG Elevate Inc. 86,555 20.55
Brookstone Capital Management 17,291 20.47
Brown Miller Wealth Management, LLC 15,867 20.55
Householder Group Estate & Retirement Specialist, LLC 15,627 20.54
CWA Asset Management Group, LLC 12,016 20.56
GPS Wealth Strategies Group, LLC 2,375 20.63
Atticus Wealth Management, Llc 0
Name Shares PPS
IFP Advisors, Inc 91,114 21.04
Citadel Advisors Llc 18,000 21.83
Citadel Advisors Llc 18,000 21.83
Moors & Cabot, Inc. 12,775 12.52
Money Concepts Capital Corp 11,948 21.84
West Bancorporation Inc 2,750 21.82
Sonora Investment Management, LLC 1,741 19.53
Bbva Usa 732 19.13
Wealth Quarterback LLC 715
Carroll Financial Associates, Inc. 530 20.75
Ahl Investment Management, Inc.
tru Independence LLC
Blair William & Co/il
Ellis Investment Partners, LLC
Financial Advocates Investment Management
Private Ocean, LLC
Arkadios Wealth Advisors
Commerce Bank
Huntington National Bank
Atlas Private Wealth Advisors
Snowden Capital Advisors LLC
Phoenix Wealth Advisors
Sowell Financial Services LLC
CoreCap Advisors, LLC
Retirement Planning Co of New England, Inc.
TCI Wealth Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc.
Citigroup Inc
Stonebridge Capital Advisors LLC
Creative Financial Designs Inc /adv
JNBA Financial Advisors
Plante Moran Financial Advisors, LLC
Oppenheimer & Co Inc
EPG Wealth Management LLC
Deutsche Bank Ag\
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 325,049 20.55 279,953 21.83
Investors Research Corp 202,422 20.55 186,514 21.83
Commonwealth Equity Services, Llc 182,791 20.55 187,624 21.83
Provident Wealth Management, LLC 171,010 20.55 164,760 21.83
Private Advisor Group, LLC 110,260 20.55 53,233 21.83
Truist Financial Corp 66,958 20.55 66,156 21.83
Sugarloaf Wealth Management, LLC 43,315 20.55 43,315 21.84
Goodwin Daniel L 40,000 20.57 41,900 21.81
PFG Advisors 33,559 20.56 32,061 21.83
AdvisorNet Financial, Inc 32,747 20.55 27,577 21.83
RVW Wealth, LLC 28,872 20.54 28,872 21.82
Worth Asset Management, LLC 21,746 20.56 21,738 21.16
Capital Investment Advisory Services, LLC 19,337 20.53 17,958 21.83
Wedmont Private Capital 15,341 20.53 15,341 21.90
Calton & Associates, Inc. 14,655 20.54 69,184 21.83
Clearwater Capital Advisors, LLC 14,493 20.56 14,493 21.80
Herold Advisors, Inc. 13,408 20.51 11,300 21830.00
Straight Path Wealth Management 12,465 20.54 12,459 21.83
Global Retirement Partners, LLC 10,879 20.59 10,815 21.64
Spire Wealth Management 10,455 20.56 10,061 21.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 57,027 110,260 20.55 53,233 21.83 107.13
Cambridge Investment Research Advisors, Inc. 45,096 325,049 20.55 279,953 21.83 16.11
Investors Research Corp 15,908 202,422 20.55 186,514 21.83 8.53
Provident Wealth Management, LLC 6,250 171,010 20.55 164,760 21.83 3.79
AdvisorNet Financial, Inc 5,170 32,747 20.55 27,577 21.83 18.75
Herold Advisors, Inc. 2,108 13,408 20.51 11,300 21830.00 18.65
PFG Advisors 1,498 33,559 20.56 32,061 21.83 4.67
Capital Investment Advisory Services, LLC 1,379 19,337 20.53 17,958 21.83 7.68
Truist Financial Corp 802 66,958 20.55 66,156 21.83 1.21
Spire Wealth Management 394 10,455 20.56 10,061 21.57 3.92
Global Retirement Partners, LLC 64 10,879 20.59 10,815 21.64 0.59
SOA Wealth Advisors, LLC. 12 1,241 20.15 1,229 21.16 0.98
Strategic Asset Management, LLC 10 1,107 20.78 1,097 21.88 0.91
Worth Asset Management, LLC 8 21,746 20.56 21,738 21.16 0.04
Straight Path Wealth Management 6 12,465 20.54 12,459 21.83 0.05
Geneos Wealth Management Inc. 3 4,349 20.69 4,346 21.63 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Calton & Associates, Inc. 54,529 14,655 20.54 69,184 21.83 -78.82
Commonwealth Equity Services, Llc 4,833 182,791 20.55 187,624 21.83 -2.58
Goodwin Daniel L 1,900 40,000 20.57 41,900 21.81 -4.53
RWM Asset Management, LLC 50 450 20.00 500 22.00 -10.00
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
Dorsey Wright & Associates 133,803 20.55
Brown Miller Wealth Management, LLC 15,867 20.55
Householder Group Estate & Retirement Specialist, LLC 15,627 20.54
CWA Asset Management Group, LLC 12,016 20.56
GPS Wealth Strategies Group, LLC 2,375 20.63
Name Shares PPS
Money Concepts Capital Corp 11,948 21.84
Name Current Shares Current PPS Previous Shares Previous PPS
Investors Research Corp 202,422 20.55 186,514 21.83
Commonwealth Equity Services, Llc 182,791 20.55 187,624 21.83
Provident Wealth Management, LLC 171,010 20.55 164,760 21.83
Truist Financial Corp 66,958 20.55 66,156 21.83
Goodwin Daniel L 40,000 20.57 41,900 21.81
Capital Investment Advisory Services, LLC 19,337 20.53 17,958 21.83
Clearwater Capital Advisors, LLC 14,493 20.56 14,493 21.80
Straight Path Wealth Management 12,465 20.54 12,459 21.83
Spire Wealth Management 10,455 20.56 10,061 21.57
JTC Employer Solutions Trusteee Ltd 7,330 20.60 7,330 21.83
Geneos Wealth Management Inc. 4,349 20.69 4,346 21.63
Element Wealth, LLC 1,045 20.10 1,045 22.01
North Star Investment Management Corp. 740 20.27 740 21.62
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Investors Research Corp 15,908 202,422 20.55 186,514 21.83 8.53
Provident Wealth Management, LLC 6,250 171,010 20.55 164,760 21.83 3.79
Capital Investment Advisory Services, LLC 1,379 19,337 20.53 17,958 21.83 7.68
Truist Financial Corp 802 66,958 20.55 66,156 21.83 1.21
Spire Wealth Management 394 10,455 20.56 10,061 21.57 3.92
Straight Path Wealth Management 6 12,465 20.54 12,459 21.83 0.05
Geneos Wealth Management Inc. 3 4,349 20.69 4,346 21.63 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 4,833 182,791 20.55 187,624 21.83 -2.58
Goodwin Daniel L 1,900 40,000 20.57 41,900 21.81 -4.53
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