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	58	49.00	49.13	48.43
Previous Quarter	62	49.00	49.13	49.13

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	1	20	2	0	0	2
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	0	2	0	0	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	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
LPL Financial LLC	154,608	49.13
Janney Montgomery Scott LLC	124,230	49.13
Morgan Stanley	107,373	49.13
Bank Of America Corp /de/	87,353	49.12
Private Advisor Group, LLC	54,524	39.65
Raymond James Financial Services Advisors, Inc.	52,012	49.12
UBS Group AG	42,781	49.13
Royal Bank Of Canada	30,566	49.11
Ameriprise Financial Inc	21,507	49.15
SignalPoint Asset Management, LLC	16,886	49.09
Genesee Capital Advisors, LLC	16,304	49.13
SILVER OAK SECURITIES, Inc	14,787	48.56
IMC-Chicago, LLC	13,116	49.10
Raymond James & Associates	12,839	49.15
Wells Fargo & Company/mn	12,699	49.14
Cetera Advisor Networks LLC	12,288	49.15
SPC Financial, Inc.	12,173	49.13
Scotia Capital Inc.	9,953	49.13
Cambridge Investment Research Advisors, Inc.	8,462	39.71
Advisor Group Holdings, Inc.	8,014	49.16

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
LPL Financial LLC	154,608	49.13
Janney Montgomery Scott LLC	124,230	49.13
Morgan Stanley	107,373	49.13
Bank Of America Corp /de/	87,353	49.12
Private Advisor Group, LLC	62,257	49.14
Raymond James Financial Services Advisors, Inc.	52,012	49.12
UBS Group AG	42,781	49.13
Royal Bank Of Canada	30,566	49.11
Ameriprise Financial Inc	21,507	49.15
SignalPoint Asset Management, LLC	16,886	49.09
Genesee Capital Advisors, LLC	16,304	49.13
SILVER OAK SECURITIES, Inc	14,787	48.56
IMC-Chicago, LLC	13,116	49.10
Cambridge Investment Research Advisors, Inc.	12,952	49.10
Raymond James & Associates	12,839	49.15
Wells Fargo & Company/mn	12,699	49.14
Cetera Advisor Networks LLC	12,288	49.15
SPC Financial, Inc.	12,173	49.13
Scotia Capital Inc.	9,953	49.13
Advisor Group Holdings, Inc.	8,014	49.16

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	6

Recent Quarter 20 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	913	54.76
Engrave Wealth Partners LLC
Jane Street Group, Llc
Commonwealth Equity Services, Llc
Blair William & Co/il
GWM Advisors LLC
Orion Portfolio Solutions, LLC
Charter Trust Co
Sunbelt Securities, Inc.
Proequities, Inc.
Envestnet Asset Management Inc
Minichmacgregor Wealth Management, Llc
Citadel Advisors Llc
StoneX Group Inc.
CoreCap Advisors, LLC
Capital Analysts, Inc.
Kowal Investment Group, LLC
Cetera Investment Advisers
Prospera Financial Services Inc
Capital Investment Advisory Services, LLC

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	54,524	39.65	62,257	49.14
Cambridge Investment Research Advisors, Inc.	8,462	39.71	12,952	49.10

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	7,733	54,524	39.65	62,257	49.14	-12.42
Cambridge Investment Research Advisors, Inc.	4,490	8,462	39.71	12,952	49.10	-34.67

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
Allworth Financial LP	6

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	54,524	39.65	62,257	49.14
Cambridge Investment Research Advisors, Inc.	8,462	39.71	12,952	49.10

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	7,733	54,524	39.65	62,257	49.14	-12.42
Cambridge Investment Research Advisors, Inc.	4,490	8,462	39.71	12,952	49.10	-34.67

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