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 64 23.00 23.08 23.01
Previous Quarter 71 23.00 23.08 23.07

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 4 0 2 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 0 2 2 0 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
UBS Group AG 378,562 23.08
Morgan Stanley 316,939 23.08
Invesco Ltd. 146,443 23.08
Bank Of America Corp /de/ 113,888 23.08
PCEF - Invesco CEF Income Composite ETF 91,633 22.72
Wolverine Asset Management Llc 74,051 23.08
Advisor Group Holdings, Inc. 65,361 23.09
LPL Financial LLC 63,891 23.09
Royal Bank Of Canada 58,987 23.07
Cerity Partners LLC 44,585 23.08
Truist Financial Corp 42,489 23.09
WESPAC Advisors, LLC 41,765 23.08
Kestra Advisory Services, LLC 36,913 23.08
Raymond James & Associates 32,966 23.08
UMA Financial Services, Inc. 24,500 21.92
Janney Montgomery Scott LLC 24,238 23.06
LexAurum Advisors, LLC 22,308 23.09
Robinson Capital Management, Llc 15,100 23.18
RBNAX - Robinson Opportunistic Income Fund Class A Shares 15,000 23.07
Cetera Advisor Networks LLC 14,415 23.10

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
UBS Group AG 378,562 23.08
Morgan Stanley 316,939 23.08
Invesco Ltd. 146,443 23.08
Bank Of America Corp /de/ 113,888 23.08
PCEF - Invesco CEF Income Composite ETF 91,633 22.72
Wolverine Asset Management Llc 74,051 23.08
Advisor Group Holdings, Inc. 65,361 23.09
LPL Financial LLC 63,891 23.09
Royal Bank Of Canada 58,987 23.07
Cerity Partners LLC 44,585 23.08
Truist Financial Corp 42,489 23.09
WESPAC Advisors, LLC 41,765 23.08
Kestra Advisory Services, LLC 36,913 23.08
Raymond James & Associates 32,966 23.08
UMA Financial Services, Inc. 24,500 21.92
Janney Montgomery Scott LLC 24,238 23.06
LexAurum Advisors, LLC 22,308 23.09
Robinson Capital Management, Llc 15,100 23.18
RBNAX - Robinson Opportunistic Income Fund Class A Shares 15,000 23.07
Cetera Advisor Networks LLC 14,415 23.10

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 9,480 28.48
Koshinski Asset Management, Inc. 5,463 23.06
Valley National Advisers Inc 726 23.42
Newbridge Financial Services Group, Inc.
Raymond James Financial Services Advisors, Inc.
Advisory Services Network, LLC
Addison Advisors LLC
Goldman Sachs Group Inc
Cambridge Investment Research Advisors, Inc.
Commonwealth Equity Services, Llc
Avantax Planning Partners, Inc.
Steward Partners Investment Advisory, Llc
Fmr Llc
Mml Investors Services, Llc
Proequities, Inc.
First Personal Financial Services
CoreCap Advisors, LLC
Arkadios Wealth Advisors
HBC Financial Services, PLLC
Ameriprise Financial Inc
Citigroup Inc
NEXT Financial Group, Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 11,912 20.40 11,582 23.05
Financial Management Network Inc 10,583 20.60 10,553 23.41
Worth Asset Management, LLC 2,340 20.51 2,340 20.94
AdvisorNet Financial, Inc 1,000 20.00 1,000 23.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 330 11,912 20.40 11,582 23.05 2.85
Financial Management Network Inc 30 10,583 20.60 10,553 23.41 0.28
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
Name Shares PPS
Koshinski Asset Management, Inc. 5,463 23.06
Valley National Advisers Inc 726 23.42
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 11,912 20.40 11,582 23.05
Financial Management Network Inc 10,583 20.60 10,553 23.41
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 330 11,912 20.40 11,582 23.05 2.85
Financial Management Network Inc 30 10,583 20.60 10,553 23.41 0.28
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