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 239 89.00 90.48 87.83
Previous Quarter 267 90.00 90.48 88.48

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 68 14 0 3 6
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 1 12 0 3 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 500 0.00 0.00 0 0.00 0.00
Previous Quarter 500 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
Bank Of America Corp /de/ 631,797 90.48
LPL Financial LLC 456,467 90.48
Morgan Stanley 402,282 90.48
Wells Fargo & Company/mn 369,072 90.48
UBS Group AG 167,563 90.48
Royal Bank Of Canada 151,057 90.48
Legacy Capital Wealth Partners, LLC 139,491 90.48
Advisor Group Holdings, Inc. 138,959 90.49
Truist Financial Corp 125,099 90.48
Raymond James & Associates 122,435 90.48
Bank of New York Mellon Corp 116,420 90.48
Spire Wealth Management 106,967 90.54
GeoWealth Management, LLC 106,288 90.48
Pacific Wealth Strategies Group, Inc. 105,289 90.48
Envestnet Asset Management Inc 100,473 90.48
Verity Asset Management, Inc. 92,652 0.01
FundX Investment Group, LLC 90,061 96.50
Raymond James Financial Services Advisors, Inc. 89,239 90.51
One Capital Management, LLC 84,047 90.47
Cambridge Investment Research Advisors, Inc. 71,864 77.52

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
Bank Of America Corp /de/ 631,797 90.48
LPL Financial LLC 456,467 90.48
Morgan Stanley 402,282 90.48
Wells Fargo & Company/mn 369,072 90.48
UBS Group AG 167,563 90.48
Royal Bank Of Canada 151,057 90.48
Legacy Capital Wealth Partners, LLC 139,491 90.48
Advisor Group Holdings, Inc. 138,959 90.49
Truist Financial Corp 125,099 90.48
Raymond James & Associates 122,435 90.48
Bank of New York Mellon Corp 116,420 90.48
Spire Wealth Management 106,967 90.54
GeoWealth Management, LLC 106,288 90.48
Pacific Wealth Strategies Group, Inc. 105,289 90.48
Envestnet Asset Management Inc 100,473 90.48
Verity Asset Management, Inc. 92,652 0.01
FundX Investment Group, LLC 90,061 96.50
Raymond James Financial Services Advisors, Inc. 89,239 90.51
One Capital Management, LLC 84,047 90.47
Cambridge Investment Research Advisors, Inc. 81,230 90.48

 

Recent Quarter Analysis

Name Shares PPS
Harbour Investments, Inc. 656 96.04
Name Shares PPS
NAVAX - Navigator Equity Hedged Fund Class A Shares 28,456 94.25
Carroll Financial Associates, Inc. 20,756 96.69
Mid Atlantic Financial Management Inc/adv 10,050 90.15
Psagot Investment House Ltd. 5,540 90.07
Parallel Advisors, LLC 1,320 92.42
Koshinski Asset Management, Inc. 766 90.08
Harbour Investments, Inc. 656 96.04
IFP Advisors, Inc 129 100.78
Virtue Capital Management, LLC
Blair William & Co/il
Captrust Financial Advisors
Orion Portfolio Solutions, LLC
AdvisorNet Financial, Inc
Park Avenue Securities Llc
Strategic Blueprint, LLC
Concorde Asset Management, LLC
Two Sigma Securities, Llc
Carolina Wealth Advisors, LLC
Ameritas Investment Corp
Integrated Wealth Concepts LLC
Clarity Financial LLC
SigFig Wealth Management, LLC
Sugarloaf Wealth Management, LLC
Level Four Advisory Services, Llc
Clark Capital Management Group, Inc.
Resources Investment Advisors, LLC.
Flagship Private Wealth, LLC
Centennial Wealth Advisory LLC
Brookstone Capital Management
Red Door Wealth Management, LLC
Castleview Partners, Llc
RVW Wealth, LLC
Lockheed Martin Investment Management Co
Capital Asset Advisory Services LLC
Stonebridge Financial Planning Group, LLC
Barclays Plc
PFG Advisors
Meeder Asset Management Inc
Bartlett & Co. LLC
Proequities, Inc.
Evergreen Capital Management Llc
Gradient Investments LLC
Clarkston Capital Partners, LLC
CoreCap Advisors, LLC
First Command Financial Services, Inc.
Confluence Wealth Services, Inc.
Gerber Kawasaki Wealth & Investment Management
BlueCrest Capital Management Ltd
Compton Wealth Advisory Group, LLC
Ibex Wealth Advisors
Tower Research Capital LLC (TRC)
TAP Consulting, LLC
Liberty Wealth Management Llc
Csenge Advisory Group
Sheaff Brock Investment Advisors, LLC
Retirement Planning Co of New England, Inc.
Assetmark, Inc
Huntington National Bank
HBW Advisory Services LLC
Continuum Advisory, LLC
Millennium Management Llc
Jacobi Capital Management LLC
First Command Bank
CNB Bank
Pacitti Group Inc.
Barometer Capital Management Inc.
Old North State Trust, LLC
Trust Co Of Vermont
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 71,864 77.52 81,230 90.48
Resonant Capital Advisors, LLC 63,892 77.52 63,892 90.54
Flagship Harbor Advisors, Llc 31,663 77.50 33,582 90.47
Private Advisor Group, LLC 28,622 77.53 28,428 90.47
RWM Asset Management, LLC 15,058 77.50 15,438 90.49
Tsfg, Llc 11,139 77.48 11,133 90.45
S.A. Mason LLC 7,540 77.59 7,594 90.47
Calton & Associates, Inc. 7,196 77.40 7,212 90.40
Wbh Advisory Inc 5,231 78.38 5,230 87.19
SFG Wealth Management, LLC. 4,660 77.47 4,660 90.56
Capital Market Strategies LLC 3,270 77.37 3,270 90.52
Pure Financial Advisors, Inc. 2,740 77.37 2,740 90.51
Sound Income Strategies, LLC 813 77.49 813 91.02
Wolff Wiese Magana Llc 358 78.21 358 89.39
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 194 28,622 77.53 28,428 90.47 0.68
Tsfg, Llc 6 11,139 77.48 11,133 90.45 0.05
Wbh Advisory Inc 1 5,231 78.38 5,230 87.19 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 9,366 71,864 77.52 81,230 90.48 -11.53
Flagship Harbor Advisors, Llc 1,919 31,663 77.50 33,582 90.47 -5.71
RWM Asset Management, LLC 380 15,058 77.50 15,438 90.49 -2.46
Arkadios Wealth Advisors 350 3,225 3,575 -9.79
S.A. Mason LLC 54 7,540 77.59 7,594 90.47 -0.71
Calton & Associates, Inc. 16 7,196 77.40 7,212 90.40 -0.22
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
Koshinski Asset Management, Inc. 766 90.08
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 71,864 77.52 81,230 90.48
Resonant Capital Advisors, LLC 63,892 77.52 63,892 90.54
Flagship Harbor Advisors, Llc 31,663 77.50 33,582 90.47
Private Advisor Group, LLC 28,622 77.53 28,428 90.47
RWM Asset Management, LLC 15,058 77.50 15,438 90.49
Tsfg, Llc 11,139 77.48 11,133 90.45
Calton & Associates, Inc. 7,196 77.40 7,212 90.40
Wbh Advisory Inc 5,231 78.38 5,230 87.19
SFG Wealth Management, LLC. 4,660 77.47 4,660 90.56
Capital Market Strategies LLC 3,270 77.37 3,270 90.52
Sound Income Strategies, LLC 813 77.49 813 91.02
Wolff Wiese Magana Llc 358 78.21 358 89.39
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 194 28,622 77.53 28,428 90.47 0.68
Tsfg, Llc 6 11,139 77.48 11,133 90.45 0.05
Wbh Advisory Inc 1 5,231 78.38 5,230 87.19 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 9,366 71,864 77.52 81,230 90.48 -11.53
Flagship Harbor Advisors, Llc 1,919 31,663 77.50 33,582 90.47 -5.71
RWM Asset Management, LLC 380 15,058 77.50 15,438 90.49 -2.46
Arkadios Wealth Advisors 350 3,225 3,575 -9.79
Calton & Associates, Inc. 16 7,196 77.40 7,212 90.40 -0.22
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