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 71 29.00 28.98 29.01
Previous Quarter 82 30.00 28.98 29.00

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 0 30 0 3 0 0
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 0 0 3 0 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
Cetera Advisors LLC 1,127,220 28.98
Credit Suisse Ag/ 600,000 28.98
UBS Group AG 388,863 28.98
Morgan Stanley 109,368 28.98
Us Bancorp \de\ 73,938 28.98
Wells Fargo & Company/mn 56,093 28.99
IHT Wealth Management, LLC 38,605 28.99
Ameriprise Financial Inc 34,513 28.97
Susquehanna International Group, Llp 34,100 28.97
Citadel Advisors Llc 29,894 28.97
Global Endowment Management, LP 27,300 28.97
Susquehanna International Group, Llp 26,154 28.98
Raymond James & Associates 21,619 29.00
Bank Of America Corp /de/ 20,868 28.99
Envestnet Asset Management Inc 19,235 28.96
Susquehanna International Group, Llp 19,200 28.96
Barclays Plc 17,500 28.97
Commonwealth Equity Services, Llc 15,932 28.94
Citigroup Inc 14,468 28.96
Tocqueville Asset Management L.p. 13,600 28.97

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
Cetera Advisors LLC 1,127,220 28.98
Credit Suisse Ag/ 600,000 28.98
UBS Group AG 388,863 28.98
Morgan Stanley 109,368 28.98
Us Bancorp \de\ 73,938 28.98
Wells Fargo & Company/mn 56,093 28.99
IHT Wealth Management, LLC 38,605 28.99
Ameriprise Financial Inc 34,513 28.97
Susquehanna International Group, Llp 34,100 28.97
Citadel Advisors Llc 29,894 28.97
Global Endowment Management, LP 27,300 28.97
Susquehanna International Group, Llp 26,154 28.98
Raymond James & Associates 21,619 29.00
Bank Of America Corp /de/ 20,868 28.99
Envestnet Asset Management Inc 19,235 28.96
Susquehanna International Group, Llp 19,200 28.96
Barclays Plc 17,500 28.97
Commonwealth Equity Services, Llc 15,932 28.94
Citigroup Inc 14,468 28.96
Tocqueville Asset Management L.p. 13,600 28.97

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Citadel Advisors Llc 29,894 28.97
Wolverine Trading, Llc 8,400 30.60
IFP Advisors, Inc 350 34.29
Security National Trust Co 300 60.00
John G Ullman & Associates Inc
Tortoise Investment Management, LLC
Private Trust Co Na
Stifel Financial Corp
Qube Research & Technologies Ltd
Jpmorgan Chase & Co
Harbour Investments, Inc.
Northern Trust Corp
Symphony Financial, Ltd. Co.
Westside Investment Management, Inc.
Cordant, Inc.
Huntington National Bank
Proequities, Inc.
Ameritas Investment Partners, Inc.
Merriman Wealth Management, LLC
Activest Wealth Management
Sterneck Capital Management, LLC
Virtu Financial LLC
Winthrop Advisory Group LLC
Cox Capital Mgt LLC
Glenmede Trust Co Na
Goldman Sachs Group Inc
Vontobel Holding Ltd.
Trust Co Of Vermont
Belvedere Trading LLC
First Republic Investment Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Miracle Mile Advisors, LLC 10,500 32.57 10,500 28.95
Global Retirement Partners, LLC 705 32.62 705 24.11
Gradient Investments LLC 261 34.48 261 30.65
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Miracle Mile Advisors, LLC 10,500 32.57 10,500 28.95
Global Retirement Partners, LLC 705 32.62 705 24.11
Gradient Investments LLC 261 34.48 261 30.65
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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