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	437	617.00	170.86	171.28
Previous Quarter	457	606.00	170.86	171.78

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	3	64	37	0	10	11
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	2	3	31	0	9	10
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	11	0.00	0.00	0	0.00	0.00
Previous Quarter	11	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
Charles Schwab Investment Advisory, Inc.	3,085,001	170.86
Bank Of America Corp /de/	2,090,391	170.86
Ameriprise Financial Inc	1,484,754	172.08
Envestnet Asset Management Inc	1,228,821	170.86
Invesco Ltd.	1,187,992	170.86
Pnc Financial Services Group, Inc.	1,178,460	170.86
Warren Averett Asset Management, LLC	973,283	170.86
RFG Advisory, LLC	754,098	170.86
Morgan Stanley	615,176	170.86
Baystate Wealth Management LLC	571,571	170.86
Commonwealth Equity Services, Llc	465,540	170.86
LPL Financial LLC	430,832	170.86
Arbor Investment Advisors, LLC	421,589	170.86
Linscomb & Williams, Inc.	414,622	170.86
Northwestern Mutual Wealth Management Co	389,457	170.86
Relative Value Partners Group, LLC	292,153	170.86
D.a. Davidson & Co.	289,786	170.86
McIlrath & Eck, LLC	289,780	170.86
Kestra Advisory Services, LLC	251,586	170.86
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	232,200	170.86

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
Charles Schwab Investment Advisory, Inc.	3,085,001	170.86
Bank Of America Corp /de/	2,090,391	170.86
Ameriprise Financial Inc	1,484,754	172.08
Envestnet Asset Management Inc	1,228,821	170.86
Invesco Ltd.	1,187,992	170.86
Pnc Financial Services Group, Inc.	1,178,460	170.86
Warren Averett Asset Management, LLC	973,283	170.86
RFG Advisory, LLC	754,098	170.86
Morgan Stanley	615,176	170.86
Baystate Wealth Management LLC	571,571	170.86
Carroll Financial Associates, Inc.	547,460	171.45
Commonwealth Equity Services, Llc	465,540	170.86
LPL Financial LLC	430,832	170.86
Arbor Investment Advisors, LLC	421,589	170.86
Linscomb & Williams, Inc.	414,622	170.86
Northwestern Mutual Wealth Management Co	389,457	170.86
Relative Value Partners Group, LLC	292,153	170.86
D.a. Davidson & Co.	289,786	170.86
McIlrath & Eck, LLC	289,780	170.86
Kestra Advisory Services, LLC	251,586	170.86

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
HB Wealth Management, LLC	5,095	148.18
Old Port Advisors	2,006	149.05
Foster Dykema Cabot & Co Inc/ma	183	147.54

Recent Quarter 64 Institutes closed out their positions

Name	Shares	PPS
Carroll Financial Associates, Inc.	547,460	171.45
New England Investment & Retirement Group, Inc.	55,371	158.37
Brouwer & Janachowski, LLC	12,795	158.34
Harborview Advisors, LLC	5,168	158.28
Alexandria Capital, LLC	4,823	158.41
Hatton Consulting, Inc.	3,301	158.44
Orion Portfolio Solutions, LLC	1,316	170.97
Investmark Advisory Group LLC	264	170.45
Parallel Advisors, LLC	220	172.73
IFP Advisors, Inc	78	166.67
FSC Wealth Advisors, LLC	38	157.89
Keebeck Wealth Management, LLC
Harbor Investment Advisory, Llc
Vontobel Holding Ltd.
Paradigm, Strategies in Wealth Management, LLC
Flagship Private Wealth, LLC
Iron Horse Wealth Management, LLC
Cutler Group LP
Mid Atlantic Financial Management Inc/adv
Cahill Financial Advisors Inc
Two Sigma Securities, Llc
Strategic Blueprint, LLC
Inscription Capital, LLC
Chilton Capital Management Llc
Transparent Wealth Partners LLC
Paragon Capital Management Ltd
Integrated Wealth Concepts LLC
Lakeview Capital Partners, LLC
Moisand Fitzgerald Tamayo, LLC
Franklin Resources Inc
Bridgewater Advisors Inc.
Insight Folios Inc
Clarkston Capital Partners, LLC
Huntington National Bank
O'shaughnessy Asset Management, Llc
TAP Consulting, LLC
RiverTree Advisors, LLC
Barclays Plc
Moneta Group Investment Advisors Llc
National Asset Management, Inc.
Perennial Advisors, LLC
Advisory Services Network, LLC
Ritholtz Wealth Management
BlueCrest Capital Management Ltd
Endurance Wealth Management, Inc.
Gerber Kawasaki Wealth & Investment Management
NEXT Financial Group, Inc
Signet Financial Management, Llc
BHF RG Capital Inc.
Signature Securities Group Corporation
Advisor Resource Council
Capital Analysts, Inc.
Madison Asset Management, LLC
JMG Financial Group, Ltd.
Millburn Ridgefield Corp
Proequities, Inc.
Aries Wealth Management
Confluence Wealth Services, Inc.
Partners Capital Investment Group, Llp
Allegheny Financial Group LTD
Cassady Schiller Wealth Management, LLC
Reilly Financial Advisors, Llc
Regions Financial Corp
Brinker Capital Investments, LLC

Recent Quarter 37 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allworth Financial LP	104,422	148.20	101,831	170.86
Rothschild Investment Corp /il	85,881	148.21	81,969	170.86
Arlington Financial Advisors, LLC	62,835	148.20	62,494	170.86
Private Advisor Group, LLC	38,225	148.20	40,292	170.85
Resonant Capital Advisors, LLC	38,167	148.19	38,167	171.46
Cambridge Investment Research Advisors, Inc.	37,739	148.20	34,481	170.85
Trinity Legacy Partners, LLC	35,227	149.26	34,960	170.85
Bouvel Investment Partners, LLC	33,750	148.21	34,690	170.86
Legacy Private Trust Co.	30,765	148.19	30,827	170.86
Sigma Investment Counselors Inc	23,444	148.18	23,567	170.87
Capital Market Strategies LLC	19,961	148.19	20,159	170.84
West Financial Advisors, LLC	11,818	148.16	12,033	170.86
Solitude Financial Services	11,608	148.17	86,223	170.86
McNamara Financial Services, Inc.	9,194	148.25	9,273	170.82
Austin Asset Management Co Inc	4,853	148.16	4,853	170.82
West Coast Financial LLC	4,659	148.10	4,754	170.80
Raymond James Trust N.a.	4,456	148.11	4,456	170.78
Valley National Advisers Inc	2,261	150.82	2,253	170.88
New England Guild Wealth Advisors, Inc.	2,173	148.18	2,173	170.73
Koshinski Asset Management, Inc.	1,827		1,551	170.86

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Rothschild Investment Corp /il	3,912	85,881	148.21	81,969	170.86	4.77
Cambridge Investment Research Advisors, Inc.	3,258	37,739	148.20	34,481	170.85	9.45
Allworth Financial LP	2,591	104,422	148.20	101,831	170.86	2.54
Arlington Financial Advisors, LLC	341	62,835	148.20	62,494	170.86	0.55
Koshinski Asset Management, Inc.	276	1,827		1,551	170.86	17.79
Trinity Legacy Partners, LLC	267	35,227	149.26	34,960	170.85	0.76
AdvisorNet Financial, Inc	193	589	147.71	396	171.72	48.74
SOA Wealth Advisors, LLC.	150	1,427	147.86	1,277	170.71	11.75
Valley National Advisers Inc	8	2,261	150.82	2,253	170.88	0.36
Sightline Wealth Advisors, LLC	7	1,718	147.26	1,711	170.66	0.41

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Solitude Financial Services	74,615	11,608	148.17	86,223	170.86	-86.54
Private Advisor Group, LLC	2,067	38,225	148.20	40,292	170.85	-5.13
Bouvel Investment Partners, LLC	940	33,750	148.21	34,690	170.86	-2.71
West Financial Advisors, LLC	215	11,818	148.16	12,033	170.86	-1.79
Capital Market Strategies LLC	198	19,961	148.19	20,159	170.84	-0.98
Sigma Investment Counselors Inc	123	23,444	148.18	23,567	170.87	-0.52
Sargent Bickham Lagudis LLC	100	376	148.94	476	170.17	-21.01
West Coast Financial LLC	95	4,659	148.10	4,754	170.80	-2.00
Pittenger & Anderson Inc	85	500	148.00	585	170.94	-14.53
McNamara Financial Services, Inc.	79	9,194	148.25	9,273	170.82	-0.85
Legacy Private Trust Co.	62	30,765	148.19	30,827	170.86	-0.20

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
HB Wealth Management, LLC	5,095	148.18
Foster Dykema Cabot & Co Inc/ma	183	147.54

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
FSC Wealth Advisors, LLC	38	157.89
Orion Portfolio Solutions, LLC	1,316	170.97
Investmark Advisory Group LLC	264	170.45

Past Week 31 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allworth Financial LP	104,422	148.20	101,831	170.86
Rothschild Investment Corp /il	85,881	148.21	81,969	170.86
Arlington Financial Advisors, LLC	62,835	148.20	62,494	170.86
Private Advisor Group, LLC	38,225	148.20	40,292	170.85
Resonant Capital Advisors, LLC	38,167	148.19	38,167	171.46
Cambridge Investment Research Advisors, Inc.	37,739	148.20	34,481	170.85
Trinity Legacy Partners, LLC	35,227	149.26	34,960	170.85
Bouvel Investment Partners, LLC	33,750	148.21	34,690	170.86
Sigma Investment Counselors Inc	23,444	148.18	23,567	170.87
Capital Market Strategies LLC	19,961	148.19	20,159	170.84
West Financial Advisors, LLC	11,818	148.16	12,033	170.86
Solitude Financial Services	11,608	148.17	86,223	170.86
McNamara Financial Services, Inc.	9,194	148.25	9,273	170.82
Austin Asset Management Co Inc	4,853	148.16	4,853	170.82
West Coast Financial LLC	4,659	148.10	4,754	170.80
Raymond James Trust N.a.	4,456	148.11	4,456	170.78
Valley National Advisers Inc	2,261	150.82	2,253	170.88
Koshinski Asset Management, Inc.	1,827		1,551	170.86
Sightline Wealth Advisors, LLC	1,718	147.26	1,711	170.66
Stephenson National Bank & Trust	1,706	148.30	1,706	170.57
SOA Wealth Advisors, LLC.	1,427	147.86	1,277	170.71
Hoese & Co LLP	1,004	148.41	1,004	171.31
Webster Bank, N. A.	834	148.68	834	170.26
Pittenger & Anderson Inc	500	148.00	585	170.94
Sargent Bickham Lagudis LLC	376	148.94	476	170.17
Belmont Capital, LLC	350	148.57	350	171.43
John W. Brooker & Co., CPAs	226	146.02	226	172.57
Sound Income Strategies, LLC	156	147.44	156	173.08
Tsfg, Llc	138	144.93	138	173.91
Global Retirement Partners, LLC	118	144.07	118	161.02
RWM Asset Management, LLC	9	111.11	9	222.22

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Rothschild Investment Corp /il	3,912	85,881	148.21	81,969	170.86	4.77
Cambridge Investment Research Advisors, Inc.	3,258	37,739	148.20	34,481	170.85	9.45
Allworth Financial LP	2,591	104,422	148.20	101,831	170.86	2.54
Arlington Financial Advisors, LLC	341	62,835	148.20	62,494	170.86	0.55
Koshinski Asset Management, Inc.	276	1,827		1,551	170.86	17.79
Trinity Legacy Partners, LLC	267	35,227	149.26	34,960	170.85	0.76
SOA Wealth Advisors, LLC.	150	1,427	147.86	1,277	170.71	11.75
Valley National Advisers Inc	8	2,261	150.82	2,253	170.88	0.36
Sightline Wealth Advisors, LLC	7	1,718	147.26	1,711	170.66	0.41

Past Week 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Solitude Financial Services	74,615	11,608	148.17	86,223	170.86	-86.54
Private Advisor Group, LLC	2,067	38,225	148.20	40,292	170.85	-5.13
Bouvel Investment Partners, LLC	940	33,750	148.21	34,690	170.86	-2.71
West Financial Advisors, LLC	215	11,818	148.16	12,033	170.86	-1.79
Capital Market Strategies LLC	198	19,961	148.19	20,159	170.84	-0.98
Sigma Investment Counselors Inc	123	23,444	148.18	23,567	170.87	-0.52
Sargent Bickham Lagudis LLC	100	376	148.94	476	170.17	-21.01
West Coast Financial LLC	95	4,659	148.10	4,754	170.80	-2.00
Pittenger & Anderson Inc	85	500	148.00	585	170.94	-14.53
McNamara Financial Services, Inc.	79	9,194	148.25	9,273	170.82	-0.85

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name