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 104 136.00 139.36 135.09
Previous Quarter 110 139.00 139.37 138.91

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 2 24 7 1 3 0
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 1 0 5 1 2 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
SECT - Main Sector Rotation ETF 481,650 124.17
Main Management ETF Advisors, LLC 477,750 139.37
Raymond James Financial Services Advisors, Inc. 204,336 139.37
Main Management LLC 175,537 139.37
Morgan Stanley 121,326 139.38
Bank Of America Corp /de/ 97,713 139.38
Wells Fargo & Company/mn 52,155 139.37
Goldman Sachs Group Inc 41,340 139.38
UBS Group AG 28,056 139.36
Texas Yale Capital Corp. 26,293 139.39
Theory Financial Llc 25,605 139.39
LPL Financial LLC 15,478 139.36
Creative Planning 15,042 139.34
Royal Bank Of Canada 14,859 139.38
Susquehanna International Group, Llp 14,750 139.32
Atria Investments Llc 14,559 139.36
Cambridge Investment Research Advisors, Inc. 13,914 115.93
Stifel Financial Corp 12,735 139.38
Raymond James & Associates 10,842 139.37
Spinnaker Trust 10,105 139.34

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
Main Management ETF Advisors, LLC 477,750 139.37
SECT - Main Sector Rotation ETF 456,840 138.47
Raymond James Financial Services Advisors, Inc. 204,336 139.37
Main Management LLC 175,537 139.37
Morgan Stanley 121,326 139.38
Bank Of America Corp /de/ 97,713 139.38
Wells Fargo & Company/mn 52,155 139.37
Goldman Sachs Group Inc 41,340 139.38
UBS Group AG 28,056 139.36
Texas Yale Capital Corp. 26,293 139.39
Theory Financial Llc 25,605 139.39
LPL Financial LLC 15,478 139.36
Creative Planning 15,042 139.34
Royal Bank Of Canada 14,859 139.38
Susquehanna International Group, Llp 14,750 139.32
Atria Investments Llc 14,559 139.36
Stifel Financial Corp 12,735 139.38
Raymond James & Associates 10,842 139.37
Spinnaker Trust 10,105 139.34
Avantax Advisory Services, Inc. 9,937 140.18

 

Recent Quarter Analysis

Name Shares PPS
Pnc Financial Services Group, Inc. 1,170 139.32
ACG Wealth 395 116.46
Name Shares PPS
Pnc Financial Services Group, Inc. 1,170 139.32
Heritage Wealth Management, Llc 202 138.61
Parallel Advisors, LLC 126 142.86
Barclays Plc
Advisory Services Network, LLC
Personal Wealth Partners
Wealth Quarterback LLC
Jaffetilchin Investment Partners, LLC
Concentrum Wealth Management
Qube Research & Technologies Ltd
Ford Financial Group, LLC
AE Wealth Management LLC
Sterling Financial Planning, Inc.
Signet Financial Management, Llc
Red Door Wealth Management, LLC
Versant Capital Management, Inc
Private Capital Group, LLC
Wealthspire Advisors, LLC
Cahill Financial Advisors Inc
Arkadios Wealth Advisors
Proequities, Inc.
Two Sigma Securities, Llc
Quadrant Capital Group Llc
Institutional & Family Asset Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
SECT - Main Sector Rotation ETF 481,650 124.17 456,840 138.47
Cambridge Investment Research Advisors, Inc. 13,914 115.93 7,061 139.36
Somerset Trust Co 4,481 115.82 4,481 139.48
Meadow Creek Wealth Advisors Llc 1,830 115.85 1,830 139.34
CVA Family Office, LLC 475 115.79 475 138.95
Optimum Investment Advisors 200 115.00 200 140.00
SOA Wealth Advisors, LLC. 59 101.69 59 135.59
Name Current Shares Current PPS Previous Shares Previous PPS
McGuire Investment Group, LLC 9,448 115.90 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
SECT - Main Sector Rotation ETF 24,810 481,650 124.17 456,840 138.47 5.43
McGuire Investment Group, LLC 9,448 9,448 115.90 0 0.00
Cambridge Investment Research Advisors, Inc. 6,853 13,914 115.93 7,061 139.36 97.05
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
ACG Wealth 395 116.46
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 13,914 115.93 7,061 139.36
Meadow Creek Wealth Advisors Llc 1,830 115.85 1,830 139.34
CVA Family Office, LLC 475 115.79 475 138.95
Optimum Investment Advisors 200 115.00 200 140.00
SOA Wealth Advisors, LLC. 59 101.69 59 135.59
Name Current Shares Current PPS Previous Shares Previous PPS
McGuire Investment Group, LLC 9,448 115.90 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
McGuire Investment Group, LLC 9,448 9,448 115.90 0 0.00
Cambridge Investment Research Advisors, Inc. 6,853 13,914 115.93 7,061 139.36 97.05
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