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 177 18.00 18.37 18.28
Previous Quarter 188 18.00 18.37 18.38

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 46 18 0 11 5
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 1 11 0 4 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 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
Invesco Ltd. 11,510,760
Invesco Ltd. 11,260,891 18.37
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 3,825,689 18.37
Wells Fargo & Company/mn 2,120,834 18.37
ALAAX - INVESCO Income Allocation Fund Class A 1,921,087 18.37
National Bank Of Canada /fi/ 1,565,030 18.37
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 1,529,376 18.37
Prudent Investors Network 1,272,586 18.37
LZHOX - Lazard US Corporate Income Portfolio Open Shares 1,222,805 18.37
CMAIX - Invesco Conservative Allocation Fund CLASS R5 881,666 18.37
Alliance Wealth Management Group 854,899 18.37
Towercrest Capital Management 854,899 18.37
Envestnet Asset Management Inc 720,925 18.37
Truist Financial Corp 662,083 18.37
Cambridge Investment Research Advisors, Inc. 584,496 16.85
Flow Traders U.s. Llc 366,879 18.37
UBS Group AG 338,633 18.37
Evergreen Capital Management Llc 335,991 18.37
Kingsview Wealth Management, LLC 333,504 19.42
LPL Financial LLC 320,670 18.37

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
Invesco Ltd. 11,260,891 18.37
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 3,825,689 18.37
Wells Fargo & Company/mn 2,120,834 18.37
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 2,020,600 19.43
ALAAX - INVESCO Income Allocation Fund Class A 1,921,087 18.37
National Bank Of Canada /fi/ 1,565,030 18.37
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 1,529,376 18.37
Prudent Investors Network 1,272,586 18.37
LZHOX - Lazard US Corporate Income Portfolio Open Shares 1,222,805 18.37
CMAIX - Invesco Conservative Allocation Fund CLASS R5 881,666 18.37
Towercrest Capital Management 854,899 18.37
Alliance Wealth Management Group 854,899 18.37
Envestnet Asset Management Inc 720,925 18.37
Truist Financial Corp 662,083 18.37
Cambridge Investment Research Advisors, Inc. 524,276 18.37
Flow Traders U.s. Llc 366,879 18.37
UBS Group AG 338,633 18.37
Evergreen Capital Management Llc 335,991 18.37
Kingsview Wealth Management, LLC 333,504 19.42
LPL Financial LLC 320,670 18.37

 

Recent Quarter Analysis

Name Shares PPS
Sugarloaf Wealth Management, LLC 2,582 16.65
Name Shares PPS
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 2,020,600 19.43
AdvisorNet Financial, Inc 92,120 18.37
IFP Advisors, Inc 48,118 19.49
Ameritas Investment Corp 41,438 0.02
Harborview Advisors, LLC 28,427 19.49
Homrich & Berg 20,889 19.48
Parallel Advisors, LLC 19,978 18.37
Koshinski Asset Management, Inc. 1,433 18.14
Lowe Wealth Advisors, LLC 48 20.83
Advisory Services Network, LLC
Aptus Capital Advisors, LLC
Sowell Financial Services LLC
Hsbc Holdings Plc
Deutsche Bank Ag\
Amerivest Investment Management LLC
Barclays Plc
Thompson Davis & Co., Inc.
Motco
Americana Partners, LLC
Ameritas Advisory Services, LLC
BlueCrest Capital Management Ltd
We Are One Seven, LLC
Northwestern Mutual Wealth Management Co
Enterprise Financial Services Corp
MBL Wealth, LLC
TAP Consulting, LLC
Capital Planning LLC
Ambassador Advisors, LLC
Adviser Investments LLC
Brookstone Capital Management
First Horizon Advisors, Inc.
Aquire Wealth Advisors, LLC
Joseph P. Lucia & Associates, LLC
Assetmark, Inc
Pacitti Group Inc.
Advisors Preferred, LLC
Bnp Paribas Arbitrage, Sa
Fifth Third Securities, Inc.
Proequities, Inc.
Banco Santander, S.A.
Qube Research & Technologies Ltd
Snowden Capital Advisors LLC
Centaurus Financial, Inc.
Jackson Creek Investment Advisors LLC
CoreCap Advisors, LLC
Lazard Asset Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Invesco Ltd. 11,510,760 11,260,891 18.37
Cambridge Investment Research Advisors, Inc. 584,496 16.85 524,276 18.37
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 178,700 17.61 166,100 18.85
Omega Financial Group, LLC 132,114 16.85 116,429 18.37
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 118,351 17.61 114,578 18.85
Revolve Wealth Partners, LLC 116,875 16.85 110,933 18.37
PSMC - Invesco Conservative Multi-Asset Allocation ETF 110,104 17.61 96,460 18.85
McAdam, LLC 97,969 16.85 167,137 18.37
PSMB - Invesco Balanced Multi-Asset Allocation ETF 75,198 17.61 42,701 18.85
ADFI - Anfield Dynamic Fixed Income ETF 60,591 17.61 55,791 18.86
Global Retirement Partners, LLC 48,849 16.85 44,609 17.53
PSMG - Invesco Growth Multi-Asset Allocation ETF 29,040 17.60 11,616 18.85
SOA Wealth Advisors, LLC. 19,087 16.82 56,383 18.36
Prairiewood Capital, LLC 18,664 16.82 19,556 18.36
HB Wealth Management, LLC 18,020 16.87 20,949 18.38
Friedenthal Financial 11,487 16.89 13,175 18.37
Optimum Investment Advisors 2,500 16.80 2,500 18.40
American National Bank 2,070 16.91 2,070 18.36
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Invesco Ltd. 249,869 11,510,760 11,260,891 18.37 2.22
Cambridge Investment Research Advisors, Inc. 60,220 584,496 16.85 524,276 18.37 11.49
PSMB - Invesco Balanced Multi-Asset Allocation ETF 32,497 75,198 17.61 42,701 18.85 76.10
PSMG - Invesco Growth Multi-Asset Allocation ETF 17,424 29,040 17.60 11,616 18.85 150.00
Omega Financial Group, LLC 15,685 132,114 16.85 116,429 18.37 13.47
PSMC - Invesco Conservative Multi-Asset Allocation ETF 13,644 110,104 17.61 96,460 18.85 14.14
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 12,600 178,700 17.61 166,100 18.85 7.59
Revolve Wealth Partners, LLC 5,942 116,875 16.85 110,933 18.37 5.36
ADFI - Anfield Dynamic Fixed Income ETF 4,800 60,591 17.61 55,791 18.86 8.60
Global Retirement Partners, LLC 4,240 48,849 16.85 44,609 17.53 9.50
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 3,773 118,351 17.61 114,578 18.85 3.29
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McAdam, LLC 69,168 97,969 16.85 167,137 18.37 -41.38
SOA Wealth Advisors, LLC. 37,296 19,087 16.82 56,383 18.36 -66.15
HB Wealth Management, LLC 2,929 18,020 16.87 20,949 18.38 -13.98
Friedenthal Financial 1,688 11,487 16.89 13,175 18.37 -12.81
Prairiewood Capital, LLC 892 18,664 16.82 19,556 18.36 -4.56
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
Sugarloaf Wealth Management, LLC 2,582 16.65
Name Shares PPS
Koshinski Asset Management, Inc. 1,433 18.14
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 584,496 16.85 524,276 18.37
Omega Financial Group, LLC 132,114 16.85 116,429 18.37
Revolve Wealth Partners, LLC 116,875 16.85 110,933 18.37
McAdam, LLC 97,969 16.85 167,137 18.37
Global Retirement Partners, LLC 48,849 16.85 44,609 17.53
SOA Wealth Advisors, LLC. 19,087 16.82 56,383 18.36
Prairiewood Capital, LLC 18,664 16.82 19,556 18.36
HB Wealth Management, LLC 18,020 16.87 20,949 18.38
Friedenthal Financial 11,487 16.89 13,175 18.37
Optimum Investment Advisors 2,500 16.80 2,500 18.40
American National Bank 2,070 16.91 2,070 18.36
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 60,220 584,496 16.85 524,276 18.37 11.49
Omega Financial Group, LLC 15,685 132,114 16.85 116,429 18.37 13.47
Revolve Wealth Partners, LLC 5,942 116,875 16.85 110,933 18.37 5.36
Global Retirement Partners, LLC 4,240 48,849 16.85 44,609 17.53 9.50
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McAdam, LLC 69,168 97,969 16.85 167,137 18.37 -41.38
SOA Wealth Advisors, LLC. 37,296 19,087 16.82 56,383 18.36 -66.15
HB Wealth Management, LLC 2,929 18,020 16.87 20,949 18.38 -13.98
Friedenthal Financial 1,688 11,487 16.89 13,175 18.37 -12.81
Prairiewood Capital, LLC 892 18,664 16.82 19,556 18.36 -4.56
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