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 104 71.00 71.30 71.31
Previous Quarter 112 74.00 74.96 74.97

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 42 54 0 18 16
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 4 5 29 0 11 11
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
Morgan Stanley 140,658 71.30
Peak Asset Management, LLC 128,761 71.30
Mirae Asset Global Investments Co., Ltd. 116,300 71.30
Goldman Sachs Group Inc 60,733 71.30
Bank Of America Corp /de/ 54,547 71.30
UBS Group AG 47,832 71.31
LPL Financial LLC 47,039 71.30
Wells Fargo & Company/mn 29,524 71.30
Commonwealth Equity Services, Llc 25,584 71.29
Dumont & Blake Investment Advisors Llc 21,011 71.30
Susquehanna International Group, Llp 18,799 71.28
Cambridge Investment Research Advisors, Inc. 12,890 71.30
Institute for Wealth Management, LLC. 12,867 71.27
Royal Bank Of Canada 11,819 71.24
Creative Planning 11,779 71.31
Raymond James & Associates 8,997 71.25
Flagship Harbor Advisors, Llc 8,653 71.30
Northwestern Mutual Wealth Management Co 8,361 71.28
Advisor Group Holdings, Inc. 8,342 71.21
Vontobel Holding Ltd. 7,500 71.33

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
Morgan Stanley 129,485 74.97
Peak Asset Management, LLC 125,368 74.98
Bank Of America Corp /de/ 54,275 74.99
Goldman Sachs Group Inc 51,268 74.98
LPL Financial LLC 48,985 74.98
UBS Group AG 44,581 74.96
Wells Fargo & Company/mn 31,731 74.97
Commonwealth Equity Services, Llc 24,858 74.95
Dumont & Blake Investment Advisors Llc 21,237 74.96
Cambridge Investment Research Advisors, Inc. 15,006 74.97
Institute for Wealth Management, LLC. 12,935 74.99
Creative Planning 11,779 74.96
Royal Bank Of Canada 9,779 75.06
Btr Capital Management Inc 9,100 74.95
Raymond James & Associates 9,036 75.03
Northwestern Mutual Wealth Management Co 8,842 74.98
Advisor Group Holdings, Inc. 8,712 75.07
Flagship Harbor Advisors, Llc 8,653 75.00
Vontobel Holding Ltd. 7,500 74.93
Ameriprise Financial Inc 7,165 75.09

 

Recent Quarter Analysis

Name Shares PPS
Mirae Asset Global Investments Co., Ltd. 116,300 71.30
Apexium Financial, Lp 6,615 71.35
Commerce Bank 5,450 71.38
Mariner, LLC 3,930 71.25
United Capital Financial Advisers, Llc 3,797 71.37
GPS Wealth Strategies Group, LLC 203 68.97
Aptus Capital Advisors, LLC 175 68.57
Coastal Investment Advisors, Inc. 125 72.00
Name Shares PPS
HighTower Advisors, LLC 3,199 74.71
Flow Traders U.s. Llc 3,046 74.85
Seacrest Wealth Management, Llc 1,331 75.13
Annapolis Financial Services, LLC 350 74.29
Simplex Trading, Llc 130 76.92
Qube Research & Technologies Ltd 46 65.22
Blair William & Co/il 28 71.43
Delta Asset Management Llc/tn
Northeast Financial Consultants Inc
Cassady Schiller Wealth Management, LLC
Ford Financial Group, LLC
J Arnold Wealth Management Co
Pacitti Group Inc.
Cutler Group LP
Ritter Daniher Financial Advisory, Llc
Cahill Financial Advisors Inc
Kowal Investment Group, LLC
Liberty Wealth Management Llc
Jane Street Group, Llc
Marshall Wace, Llp
U.S. Capital Wealth Advisors, LLC
Chevy Chase Trust Holdings, Inc.
Mml Investors Services, Llc
First Horizon Advisors, Inc.
Tradewinds Capital Management, LLC
Tarbox Family Office, Inc.
Us Bancorp \de\
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Creative Financial Designs Inc /adv
Strategic Blueprint, LLC
Prospera Financial Services Inc
Csenge Advisory Group
Verus Capital Partners, Llc
Wellington Management Group Llp
Money Concepts Capital Corp
Jpmorgan Chase & Co
Proequities, Inc.
Advocacy Wealth Management Services, LLC
SRS Capital Advisors, Inc.
O'shaughnessy Asset Management, Llc
J.w. Cole Advisors, Inc.
Citadel Advisors Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 140,658 71.30 129,485 74.97
Peak Asset Management, LLC 128,761 71.30 125,368 74.98
Goldman Sachs Group Inc 60,733 71.30 51,268 74.98
Bank Of America Corp /de/ 54,547 71.30 54,275 74.99
UBS Group AG 47,832 71.31 44,581 74.96
LPL Financial LLC 47,039 71.30 48,985 74.98
Wells Fargo & Company/mn 29,524 71.30 31,731 74.97
Commonwealth Equity Services, Llc 25,584 71.29 24,858 74.95
Dumont & Blake Investment Advisors Llc 21,011 71.30 21,237 74.96
Susquehanna International Group, Llp 18,799 71.28 3,136 74.94
Cambridge Investment Research Advisors, Inc. 12,890 71.30 15,006 74.97
Institute for Wealth Management, LLC. 12,867 71.27 12,935 74.99
Royal Bank Of Canada 11,819 71.24 9,779 75.06
Creative Planning 11,779 71.31 11,779 74.96
Raymond James & Associates 8,997 71.25 9,036 75.03
Flagship Harbor Advisors, Llc 8,653 71.30 8,653 75.00
Northwestern Mutual Wealth Management Co 8,361 71.28 8,842 74.98
Advisor Group Holdings, Inc. 8,342 71.21 8,712 75.07
Vontobel Holding Ltd. 7,500 71.33 7,500 74.93
Tower Research Capital LLC (TRC) 7,400 71.22 1,575 74.92
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Susquehanna International Group, Llp 15,663 18,799 71.28 3,136 74.94 499.46
Morgan Stanley 11,173 140,658 71.30 129,485 74.97 8.63
Goldman Sachs Group Inc 9,465 60,733 71.30 51,268 74.98 18.46
Tower Research Capital LLC (TRC) 5,825 7,400 71.22 1,575 74.92 369.84
Peak Asset Management, LLC 3,393 128,761 71.30 125,368 74.98 2.71
UBS Group AG 3,251 47,832 71.31 44,581 74.96 7.29
Royal Bank Of Canada 2,040 11,819 71.24 9,779 75.06 20.86
Element Wealth, LLC 1,711 6,291 71.37 4,580 74.89 37.36
Commonwealth Equity Services, Llc 726 25,584 71.29 24,858 74.95 2.92
Stifel Financial Corp 365 3,203 71.18 2,838 75.05 12.86
Bank Of America Corp /de/ 272 54,547 71.30 54,275 74.99 0.50
First Republic Investment Management, Inc. 258 4,571 71.32 4,313 74.89 5.98
Koshinski Asset Management, Inc. 150 150 0 0.00
Diversified, LLC 51 4,354 71.20 4,303 75.06 1.19
Raymond James Financial Services Advisors, Inc. 41 5,562 71.38 5,521 74.99 0.74
Means Investment Co., Inc. 7 5,059 71.36 5,052 75.02 0.14
Capital Investment Advisory Services, LLC 1 429 72.26 428 74.77 0.23
Envestnet Asset Management Inc 1 3,592 71.27 3,591 74.91 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wells Fargo & Company/mn 2,207 29,524 71.30 31,731 74.97 -6.96
Cambridge Investment Research Advisors, Inc. 2,116 12,890 71.30 15,006 74.97 -14.10
Btr Capital Management Inc 2,050 7,050 71.35 9,100 74.95 -22.53
LPL Financial LLC 1,946 47,039 71.30 48,985 74.98 -3.97
Ameriprise Financial Inc 602 6,563 71.31 7,165 75.09 -8.40
Northwestern Mutual Wealth Management Co 481 8,361 71.28 8,842 74.98 -5.44
Citigroup Inc 444 1,833 70.92 2,277 75.10 -19.50
Advisor Group Holdings, Inc. 370 8,342 71.21 8,712 75.07 -4.25
Allworth Financial LP 359 4,999 71.21 5,358 75.03 -6.70
Cetera Advisors LLC 233 2,862 71.28 3,095 74.96 -7.53
Dumont & Blake Investment Advisors Llc 226 21,011 71.30 21,237 74.96 -1.06
Fmr Llc 210 960 70.83 1,170 75.21 -17.95
Wade G W & Inc 95 6,592 71.30 6,687 74.92 -1.42
Institute for Wealth Management, LLC. 68 12,867 71.27 12,935 74.99 -0.53
Geneos Wealth Management Inc. 50 150 66.67 200 75.00 -25.00
Raymond James & Associates 39 8,997 71.25 9,036 75.03 -0.43
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
Mirae Asset Global Investments Co., Ltd. 116,300 71.30
Apexium Financial, Lp 6,615 71.35
Mariner, LLC 3,930 71.25
United Capital Financial Advisers, Llc 3,797 71.37
Name Shares PPS
HighTower Advisors, LLC 3,199 74.71
Flow Traders U.s. Llc 3,046 74.85
Blair William & Co/il 28 71.43
Qube Research & Technologies Ltd 46 65.22
Seacrest Wealth Management, Llc 1,331 75.13
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 140,658 71.30 129,485 74.97
Peak Asset Management, LLC 128,761 71.30 125,368 74.98
Goldman Sachs Group Inc 60,733 71.30 51,268 74.98
Bank Of America Corp /de/ 54,547 71.30 54,275 74.99
UBS Group AG 47,832 71.31 44,581 74.96
LPL Financial LLC 47,039 71.30 48,985 74.98
Wells Fargo & Company/mn 29,524 71.30 31,731 74.97
Commonwealth Equity Services, Llc 25,584 71.29 24,858 74.95
Susquehanna International Group, Llp 18,799 71.28 3,136 74.94
Royal Bank Of Canada 11,819 71.24 9,779 75.06
Northwestern Mutual Wealth Management Co 8,361 71.28 8,842 74.98
Advisor Group Holdings, Inc. 8,342 71.21 8,712 75.07
Tower Research Capital LLC (TRC) 7,400 71.22 1,575 74.92
Wade G W & Inc 6,592 71.30 6,687 74.92
Ameriprise Financial Inc 6,563 71.31 7,165 75.09
Allworth Financial LP 4,999 71.21 5,358 75.03
Pacific Sun Financial Corp 4,820 71.37 4,820 74.90
55i, Llc 4,669 71.32 4,669 74.96
Envestnet Asset Management Inc 3,592 71.27 3,591 74.91
Stifel Financial Corp 3,203 71.18 2,838 75.05
Cetera Advisors LLC 2,862 71.28 3,095 74.96
Matrix Private Capital Group Llc 2,193 71.14 2,193 74.78
Bank Of Montreal /can/ 2,104 74.14 2,104 76.05
Citigroup Inc 1,833 70.92 2,277 75.10
Fmr Llc 960 70.83 1,170 75.21
Credit Suisse Ag/ 776 70.88 776 74.74
Pnc Financial Services Group, Inc. 500 72.00 500 74.00
Pin Oak Investment Advisors Inc 266 71.43 266 75.19
Geneos Wealth Management Inc. 150 66.67 200 75.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Susquehanna International Group, Llp 15,663 18,799 71.28 3,136 74.94 499.46
Morgan Stanley 11,173 140,658 71.30 129,485 74.97 8.63
Goldman Sachs Group Inc 9,465 60,733 71.30 51,268 74.98 18.46
Tower Research Capital LLC (TRC) 5,825 7,400 71.22 1,575 74.92 369.84
Peak Asset Management, LLC 3,393 128,761 71.30 125,368 74.98 2.71
UBS Group AG 3,251 47,832 71.31 44,581 74.96 7.29
Royal Bank Of Canada 2,040 11,819 71.24 9,779 75.06 20.86
Commonwealth Equity Services, Llc 726 25,584 71.29 24,858 74.95 2.92
Stifel Financial Corp 365 3,203 71.18 2,838 75.05 12.86
Bank Of America Corp /de/ 272 54,547 71.30 54,275 74.99 0.50
Envestnet Asset Management Inc 1 3,592 71.27 3,591 74.91 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wells Fargo & Company/mn 2,207 29,524 71.30 31,731 74.97 -6.96
LPL Financial LLC 1,946 47,039 71.30 48,985 74.98 -3.97
Ameriprise Financial Inc 602 6,563 71.31 7,165 75.09 -8.40
Northwestern Mutual Wealth Management Co 481 8,361 71.28 8,842 74.98 -5.44
Citigroup Inc 444 1,833 70.92 2,277 75.10 -19.50
Advisor Group Holdings, Inc. 370 8,342 71.21 8,712 75.07 -4.25
Allworth Financial LP 359 4,999 71.21 5,358 75.03 -6.70
Cetera Advisors LLC 233 2,862 71.28 3,095 74.96 -7.53
Fmr Llc 210 960 70.83 1,170 75.21 -17.95
Wade G W & Inc 95 6,592 71.30 6,687 74.92 -1.42
Geneos Wealth Management Inc. 50 150 66.67 200 75.00 -25.00
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 Percent Decrease
Name