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 | 126 | 160.00 | 160.95 | 159.43 |
| Previous Quarter | 137 | 161.00 | 160.96 | 161.30 |
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 | 34 | 5 | 1 | 1 | 1 |
| 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 | 4 | 1 | 1 | 1 |
| 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 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 |
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 | 82,143 | 160.96 |
| Wells Fargo & Company/mn | 66,296 | 160.96 |
| J.w. Cole Advisors, Inc. | 49,576 | |
| Morgan Stanley | 42,122 | 160.96 |
| Cambridge Investment Research Advisors, Inc. | 27,728 | 136.83 |
| Bank Of America Corp /de/ | 26,571 | 160.93 |
| Commonwealth Equity Services, Llc | 25,557 | 160.93 |
| Pacific Sun Financial Corp | 24,712 | 160.97 |
| Royal Bank Of Canada | 17,138 | 160.99 |
| Envestnet Asset Management Inc | 15,544 | 160.96 |
| UBS Group AG | 15,544 | 160.96 |
| McGuire Investment Group, LLC | 14,977 | 136.81 |
| Atria Investments Llc | 13,373 | 161.00 |
| Jpmorgan Chase & Co | 12,705 | 161.12 |
| Advisor Group Holdings, Inc. | 11,704 | 167.63 |
| Flow Traders U.s. Llc | 10,164 | 160.96 |
| Citadel Advisors Llc | 9,624 | 161.06 |
| Raymond James Financial Services Advisors, Inc. | 9,503 | 161.00 |
| Ameriprise Financial Inc | 9,060 | 161.59 |
| Ausdal Financial Partners, Inc. | 8,814 | 160.99 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| LPL Financial LLC | 82,143 | 160.96 |
| Wells Fargo & Company/mn | 66,296 | 160.96 |
| J.w. Cole Advisors, Inc. | 49,576 | |
| Morgan Stanley | 42,122 | 160.96 |
| Cambridge Investment Research Advisors, Inc. | 29,394 | 160.95 |
| Bank Of America Corp /de/ | 26,571 | 160.93 |
| Commonwealth Equity Services, Llc | 25,557 | 160.93 |
| Pacific Sun Financial Corp | 24,712 | 160.97 |
| Royal Bank Of Canada | 17,138 | 160.99 |
| Envestnet Asset Management Inc | 15,544 | 160.96 |
| UBS Group AG | 15,544 | 160.96 |
| Atria Investments Llc | 13,373 | 161.00 |
| Jpmorgan Chase & Co | 12,705 | 161.12 |
| Advisor Group Holdings, Inc. | 11,704 | 167.63 |
| Flow Traders U.s. Llc | 10,164 | 160.96 |
| Citadel Advisors Llc | 9,624 | 161.06 |
| Raymond James Financial Services Advisors, Inc. | 9,503 | 161.00 |
| Ameriprise Financial Inc | 9,060 | 161.59 |
| Ausdal Financial Partners, Inc. | 8,814 | 160.99 |
| Montecito Bank & Trust | 8,607 | 161.03 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Sonora Investment Management, LLC | 781 | 183.10 |
| Koshinski Asset Management, Inc. | 242 | 161.16 |
| Wealth Quarterback LLC | 100 | |
| IFP Advisors, Inc | 82 | 182.93 |
| Heritage Wealth Management, Llc | 46 | 173.91 |
| Cullen/frost Bankers, Inc. | ||
| Private Capital Group, LLC | ||
| Financial Insights, Inc. | ||
| Citigroup Inc | ||
| Neuberger Berman Group LLC | ||
| Advisory Services Network, LLC | ||
| Barclays Plc | ||
| Geneos Wealth Management Inc. | ||
| Huntington National Bank | ||
| Cahill Financial Advisors Inc | ||
| XML Financial, LLC | ||
| Claudia M.p. Batlle, Crp (r) Llc | ||
| Dynamic Advisor Solutions LLC | ||
| Edmond De Rothschild Holding S.a. | ||
| Proequities, Inc. | ||
| Cornerstone Advisory, LLC | ||
| Bank of New York Mellon Corp | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Ahrens Investment Partners LLC | ||
| Western Wealth Management, LLC | ||
| GPS Wealth Strategies Group, LLC | ||
| Jaffetilchin Investment Partners, LLC | ||
| PFG Advisors | ||
| Spinnaker Trust | ||
| Jackson Wealth Management, LLC | ||
| Signet Financial Management, Llc | ||
| Danda Trouve Investment Management, Inc. | ||
| Arkadios Wealth Advisors | ||
| Kovitz Investment Group Partners, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 27,728 | 136.83 | 29,394 | 160.95 |
| Somerset Trust Co | 2,672 | 136.98 | 2,672 | 160.93 |
| Newbridge Financial Services Group, Inc. | 268 | 138.06 | 268 | 160.45 |
| Optimum Investment Advisors | 143 | 139.86 | 143 | 160.84 |
| SOA Wealth Advisors, LLC. | 142 | 133.80 | 142 | 154.93 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| McGuire Investment Group, LLC | 14,977 | 136.81 | 0 |
| Name | Current Puts |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name | Shares | PPS |
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| Name | Shares | PPS |
|---|---|---|
| Koshinski Asset Management, Inc. | 242 | 161.16 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 27,728 | 136.83 | 29,394 | 160.95 |
| Newbridge Financial Services Group, Inc. | 268 | 138.06 | 268 | 160.45 |
| Optimum Investment Advisors | 143 | 139.86 | 143 | 160.84 |
| SOA Wealth Advisors, LLC. | 142 | 133.80 | 142 | 154.93 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| McGuire Investment Group, LLC | 14,977 | 136.81 | 0 |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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