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 84 95.00 98.54 96.71
Previous Quarter 89 97.00 98.54 97.58

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 22 5 0 1 2
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 5 0 1 2
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
Wells Fargo & Company/mn 139,280 98.54
Morgan Stanley 96,208 98.54
LPL Financial LLC 85,042 98.54
Janney Montgomery Scott LLC 62,043 98.54
Ameriprise Financial Inc 61,997 98.54
Lincoln National Corp 49,713 98.55
Royal Bank Of Canada 42,163 98.55
Bank Of America Corp /de/ 34,703 98.55
Commonwealth Equity Services, Llc 24,154 98.53
Private Advisor Group, LLC 23,873 80.80
UBS Group AG 18,475 98.51
Citadel Advisors Llc 15,847 98.38
Cambridge Investment Research Advisors, Inc. 13,937 80.79
Genesee Capital Advisors, LLC 10,493 98.54
Wealthbridge Capital Management, Llc 10,273 98.51
Tower Research Capital LLC (TRC) 9,591 98.53
SignalPoint Asset Management, LLC 9,255 98.54
Susquehanna International Group, Llp 8,352 98.42
Capital Analysts, Inc. 8,224 0.12
Stonebridge Financial Planning Group, LLC 7,600 98.55

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
Wells Fargo & Company/mn 139,280 98.54
Morgan Stanley 96,208 98.54
LPL Financial LLC 85,042 98.54
Janney Montgomery Scott LLC 62,043 98.54
Ameriprise Financial Inc 61,997 98.54
Lincoln National Corp 49,713 98.55
Private Advisor Group, LLC 49,533 98.54
Royal Bank Of Canada 42,163 98.55
Bank Of America Corp /de/ 34,703 98.55
Commonwealth Equity Services, Llc 24,154 98.53
Cambridge Investment Research Advisors, Inc. 22,590 98.54
UBS Group AG 18,475 98.51
Citadel Advisors Llc 15,847 98.38
Calton & Associates, Inc. 12,265 98.49
Genesee Capital Advisors, LLC 10,493 98.54
Wealthbridge Capital Management, Llc 10,273 98.51
Tower Research Capital LLC (TRC) 9,591 98.53
SignalPoint Asset Management, LLC 9,255 98.54
Susquehanna International Group, Llp 8,352 98.42
Capital Analysts, Inc. 8,224 0.12

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Calton & Associates, Inc. 12,265 98.49
Parallel Advisors, LLC 570 100.00
Patriot Financial Group Insurance Agency, LLC
Engrave Wealth Partners LLC
Citigroup Inc
Cumberland Partners Ltd
Capital Wealth Alliance, LLC
Barometer Capital Management Inc.
StoneX Group Inc.
Vista Finance, Llc
GWM Advisors LLC
Steward Partners Investment Advisory, Llc
Huntington National Bank
Capital Investment Advisory Services, LLC
Proequities, Inc.
IHT Wealth Management, LLC
Private Advisory Group LLC
Kowal Investment Group, LLC
Stifel Financial Corp
IFP Advisors, Inc
Barclays Plc
Goldman Sachs Group Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 23,873 80.80 49,533 98.54
Cambridge Investment Research Advisors, Inc. 13,937 80.79 22,590 98.54
Global Retirement Partners, LLC 1,612 80.65 1,362 85.90
Tsfg, Llc 100 80.00 100 100.00
SOA Wealth Advisors, LLC. 41 73.17 41 97.56
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 250 1,612 80.65 1,362 85.90 18.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 25,660 23,873 80.80 49,533 98.54 -51.80
Cambridge Investment Research Advisors, Inc. 8,653 13,937 80.79 22,590 98.54 -38.30
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
Calton & Associates, Inc. 12,265 98.49
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 23,873 80.80 49,533 98.54
Cambridge Investment Research Advisors, Inc. 13,937 80.79 22,590 98.54
Global Retirement Partners, LLC 1,612 80.65 1,362 85.90
Tsfg, Llc 100 80.00 100 100.00
SOA Wealth Advisors, LLC. 41 73.17 41 97.56
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 250 1,612 80.65 1,362 85.90 18.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 25,660 23,873 80.80 49,533 98.54 -51.80
Cambridge Investment Research Advisors, Inc. 8,653 13,937 80.79 22,590 98.54 -38.30
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