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 97 44.00 42.90 43.18
Previous Quarter 107 44.00 42.90 43.24

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 36 3 0 1 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 2 3 0 1 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
LPL Financial LLC 157,734 42.90
Morgan Stanley 139,181 42.90
Nottingham Advisors, Inc. 78,857 42.65
Bank Of America Corp /de/ 76,546 42.90
Wells Fargo & Company/mn 73,386 42.88
Stifel Financial Corp 69,745 42.90
Citadel Advisors Llc 66,263 42.90
Truist Financial Corp 62,170 42.90
Susquehanna International Group, Llp 55,687 42.90
Raymond James & Associates 47,160 42.90
MAI Capital Management 46,452 42.90
UBS Group AG 44,662 42.90
Goldman Sachs Group Inc 43,896 42.90
Advisor Group Holdings, Inc. 38,588 42.91
HighTower Advisors, LLC 28,145 42.96
Ameriprise Financial Inc 28,013 42.91
Private Advisor Group, LLC 26,125 54.58
Royal Bank Of Canada 25,130 42.90
Great Diamond Partners, LLC 23,737 42.89
Raymond James Financial Services Advisors, Inc. 23,022 42.92

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 157,734 42.90
Morgan Stanley 139,181 42.90
Nottingham Advisors, Inc. 78,857 42.65
Bank Of America Corp /de/ 76,546 42.90
Wells Fargo & Company/mn 73,386 42.88
Stifel Financial Corp 69,745 42.90
Citadel Advisors Llc 66,263 42.90
Truist Financial Corp 62,170 42.90
Susquehanna International Group, Llp 55,687 42.90
Raymond James & Associates 47,160 42.90
MAI Capital Management 46,452 42.90
UBS Group AG 44,662 42.90
Goldman Sachs Group Inc 43,896 42.90
Advisor Group Holdings, Inc. 38,588 42.91
HighTower Advisors, LLC 28,145 42.96
Ameriprise Financial Inc 28,013 42.91
Private Advisor Group, LLC 26,125 54.58
Royal Bank Of Canada 25,130 42.90
Great Diamond Partners, LLC 23,737 42.89
Raymond James Financial Services Advisors, Inc. 23,022 42.92

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 6,256 42.84
Mid Atlantic Financial Management Inc/adv 4,700 47.45
Carroll Financial Associates, Inc. 1,600 53.75
IFP Advisors, Inc 303 56.11
Koshinski Asset Management, Inc. 276 43.48
Precision Wealth Strategies, LLC
Money Concepts Capital Corp
Lincoln National Corp
Atria Investments Llc
Geneos Wealth Management Inc.
Stonebridge Financial Planning Group, LLC
Crescent Grove Advisors, LLC
Kowal Investment Group, LLC
D'Orazio & Associates, Inc.
Cetera Advisors LLC
Comprehensive Financial Consultants Institutional, Inc.
Cetera Advisor Networks LLC
Citigroup Inc
BigSur Wealth Management LLC
Fifth Third Bancorp
Private Advisory Group LLC
Baird Financial Group, Inc.
Hennion & Walsh Asset Management, Inc.
CoreCap Advisors, LLC
Flow Traders U.s. Llc
Bank Of Montreal /can/
GWM Advisors LLC
Meitav Dash Investments Ltd
National Asset Management, Inc.
Signature Estate & Investment Advisors Llc
IAG Wealth Partners, LLC
Arkadios Wealth Advisors
Barclays Plc
Minichmacgregor Wealth Management, Llc
Capital Investment Advisory Services, LLC
Capital Advisory Group Advisory Services, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
SOA Wealth Advisors, LLC. 5,344 36.86 5,341 42.88
Global Retirement Partners, LLC 344 37.79 344 40.70
Dividend Asset Capital, Llc 250 36.00 250 44.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
SOA Wealth Advisors, LLC. 3 5,344 36.86 5,341 42.88 0.06
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
Cambridge Investment Research Advisors, Inc. 6,256 42.84
Koshinski Asset Management, Inc. 276 43.48
Name Current Shares Current PPS Previous Shares Previous PPS
SOA Wealth Advisors, LLC. 5,344 36.86 5,341 42.88
Global Retirement Partners, LLC 344 37.79 344 40.70
Dividend Asset Capital, Llc 250 36.00 250 44.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
SOA Wealth Advisors, LLC. 3 5,344 36.86 5,341 42.88 0.06
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