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 39 93.00 92.63 90.63
Previous Quarter 47 111.00 111.23 111.22

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 5 24 19 2 8 8
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 0 1 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
Morgan Stanley 26,762 92.63
Bank Of America Corp /de/ 21,142 92.61
Cambridge Investment Research Advisors, Inc. 17,188 74.76
Flow Traders U.s. Llc 14,628 92.63
UBS Group AG 10,052 92.62
Susquehanna International Group, Llp 9,838 92.70
Advisor Group Holdings, Inc. 8,816 92.79
Citadel Advisors Llc 8,447 92.70
Tower Research Capital LLC (TRC) 6,551 92.66
Goldman Sachs Group Inc 5,263 92.72
Raymond James & Associates 4,579 92.60
Wells Fargo & Company/mn 4,022 92.74
LPL Financial LLC 3,953 92.59
Lincoln National Corp 2,787 92.57
Envestnet Asset Management Inc 2,426 92.75
Gladstone Institutional Advisory LLC 2,172 92.54
FourThought Financial, LLC 333 93.09
Steward Partners Investment Advisory, Llc 299
Northwestern Mutual Wealth Management Co 282 92.20
Harbour Investments, Inc. 184 114.13

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 32,186 111.23
Bank Of America Corp /de/ 21,606 111.22
Flow Traders U.s. Llc 13,497 111.21
UBS Group AG 12,082 111.24
Advisor Group Holdings, Inc. 11,085 111.23
Susquehanna International Group, Llp 5,967 111.28
Goldman Sachs Group Inc 5,263 111.15
LPL Financial LLC 5,083 111.15
Raymond James & Associates 4,674 111.25
Wells Fargo & Company/mn 4,109 111.22
Royal Bank Of Canada 4,086 111.11
Tower Research Capital LLC (TRC) 3,867 111.20
Stifel Financial Corp 3,343 111.28
Raymond James Financial Services Advisors, Inc. 2,069 111.16
Beacon Pointe Advisors, LLC 1,904 111.34
Meridian Investment Counsel Inc. 1,895 111.35
Cambridge Investment Research Advisors, Inc. 1,838 110.99
Envestnet Asset Management Inc 1,833 111.29
Citadel Advisors Llc 1,816 111.23
Signet Financial Management, Llc 1,411 111.27

 

Recent Quarter Analysis

Name Shares PPS
Lincoln National Corp 2,787 92.57
Gladstone Institutional Advisory LLC 2,172 92.54
FourThought Financial, LLC 333 93.09
Prospera Financial Services Inc 67 89.55
Kessler Investment Group, LLC 46 86.96
Name Shares PPS
Stifel Financial Corp 3,343 111.28
Raymond James Financial Services Advisors, Inc. 2,069 111.16
Beacon Pointe Advisors, LLC 1,904 111.34
Meridian Investment Counsel Inc. 1,895 111.35
Signet Financial Management, Llc 1,411 111.27
Snowden Capital Advisors LLC 607 110.38
Zullo Investment Group, Inc. 163 110.43
Heritage Wealth Management, Llc 113 106.19
San Francisco Sentry Investment Group (ca) 77 116.88
Eudaimonia Partners, LLC
Orion Portfolio Solutions, LLC
Citigroup Inc
Portfolio Strategies, Inc.
First Horizon Advisors, Inc.
JT Stratford LLC
GWM Advisors LLC
Advisory Services Network, LLC
Proequities, Inc.
Cetera Advisor Networks LLC
IFP Advisors, Inc
Carroll Financial Associates, Inc.
Jane Street Group, Llc
Fulcrum Equity Management
Geneos Wealth Management Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 26,762 92.63 32,186 111.23
Bank Of America Corp /de/ 21,142 92.61 21,606 111.22
Cambridge Investment Research Advisors, Inc. 17,188 74.76 1,838 110.99
Flow Traders U.s. Llc 14,628 92.63 13,497 111.21
UBS Group AG 10,052 92.62 12,082 111.24
Susquehanna International Group, Llp 9,838 92.70 5,967 111.28
Advisor Group Holdings, Inc. 8,816 92.79 11,085 111.23
Citadel Advisors Llc 8,447 92.70 1,816 111.23
Tower Research Capital LLC (TRC) 6,551 92.66 3,867 111.20
Goldman Sachs Group Inc 5,263 92.72 5,263 111.15
Raymond James & Associates 4,579 92.60 4,674 111.25
Wells Fargo & Company/mn 4,022 92.74 4,109 111.22
LPL Financial LLC 3,953 92.59 5,083 111.15
Envestnet Asset Management Inc 2,426 92.75 1,833 111.29
Northwestern Mutual Wealth Management Co 282 92.20 282 109.93
Royal Bank Of Canada 144 90.28 4,086 111.11
TCI Wealth Advisors, Inc. 105 95.24 105 114.29
Patriot Financial Group Insurance Agency, LLC 80 87.50 80 112.50
Key FInancial Inc 73 95.89 73 109.59
Name Current Shares Current PPS Previous Shares Previous PPS
Spire Wealth Management 100 90.00 0
Capital Investment Advisory Services, LLC 50 100.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 15,350 17,188 74.76 1,838 110.99 835.15
Citadel Advisors Llc 6,631 8,447 92.70 1,816 111.23 365.14
Susquehanna International Group, Llp 3,871 9,838 92.70 5,967 111.28 64.87
Tower Research Capital LLC (TRC) 2,684 6,551 92.66 3,867 111.20 69.41
Flow Traders U.s. Llc 1,131 14,628 92.63 13,497 111.21 8.38
Envestnet Asset Management Inc 593 2,426 92.75 1,833 111.29 32.35
Spire Wealth Management 100 100 90.00 0 0.00
Capital Investment Advisory Services, LLC 50 50 100.00 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 5,424 26,762 92.63 32,186 111.23 -16.85
Royal Bank Of Canada 3,942 144 90.28 4,086 111.11 -96.48
Advisor Group Holdings, Inc. 2,269 8,816 92.79 11,085 111.23 -20.47
UBS Group AG 2,030 10,052 92.62 12,082 111.24 -16.80
LPL Financial LLC 1,130 3,953 92.59 5,083 111.15 -22.23
Bank Of America Corp /de/ 464 21,142 92.61 21,606 111.22 -2.15
Raymond James & Associates 95 4,579 92.60 4,674 111.25 -2.03
Wells Fargo & Company/mn 87 4,022 92.74 4,109 111.22 -2.12
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
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 17,188 74.76 1,838 110.99
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 15,350 17,188 74.76 1,838 110.99 835.15
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