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	141	NaN	0.00	127.16
Previous Quarter	156	NaN	0.00	130.23

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	52	14	0	3	5
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	4	6	0	1	3
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
Meitav Dash Investments Ltd	407,196	129.70
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	193,005	128.78
LPL Financial LLC	187,624	129.63
Morgan Stanley	162,555	129.63
Raymond James Financial Services Advisors, Inc.	118,062	129.64
Private Advisor Group, LLC	109,394	97.59
HighTower Advisors, LLC	99,537	129.74
Bank Of America Corp /de/	87,911	129.63
UBS Group AG	77,820	129.63
Mml Investors Services, Llc	67,745	129.63
SFI Advisors, LLC	51,876	129.62
Envestnet Asset Management Inc	49,009	129.63
Advisor Group Holdings, Inc.	43,198	129.61
Madrona Financial Services, LLC	39,770	118.53
Mercer Global Advisors Inc /adv	39,372	129.64
WNY Asset Management, LLC	38,251	129.75
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	36,649	128.79
National Bank Of Canada /fi/	32,915	129.27
Ulland Investment Advisors, LLC	26,385	129.62
Old Mission Capital Llc	26,209	129.61

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
Meitav Dash Investments Ltd	407,196	129.70
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	193,005	128.78
LPL Financial LLC	187,624	129.63
Morgan Stanley	162,555	129.63
Raymond James Financial Services Advisors, Inc.	118,062	129.64
HighTower Advisors, LLC	99,537	129.74
Crescent Capital Consulting, LLC	89,947	153.60
Bank Of America Corp /de/	87,911	129.63
UBS Group AG	77,820	129.63
Mml Investors Services, Llc	67,745	129.63
SFI Advisors, LLC	51,876	129.62
Envestnet Asset Management Inc	49,009	129.63
Advisor Group Holdings, Inc.	43,198	129.61
Private Advisor Group, LLC	42,074	129.63
Madrona Financial Services, LLC	39,770	118.53
Mercer Global Advisors Inc /adv	39,372	129.64
WNY Asset Management, LLC	38,251	129.75
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	36,649	128.79
National Bank Of Canada /fi/	32,915	129.27
Ulland Investment Advisors, LLC	26,385	129.62

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 52 Institutes closed out their positions

Name	Shares	PPS
Crescent Capital Consulting, LLC	89,947	153.60
Truist Financial Corp	18,342	129.65
Professional Planning	8,288	127.53
Psagot Investment House Ltd.	7,397	127.62
Minichmacgregor Wealth Management, Llc	2,909	129.60
Hennion & Walsh Asset Management, Inc.	1,760	129.55
Money Concepts Capital Corp	825	129.70
Koshinski Asset Management, Inc.	616	129.87
IFP Advisors, Inc	370	154.05
Carroll Financial Associates, Inc.	25	120.00
Tarbox Family Office, Inc.
Advisor Resource Council
Barnes Pettey Financial Advisors, Llc
Qube Research & Technologies Ltd
Founders Financial Securities Llc
Diversified, LLC
Arkadios Wealth Advisors
Janney Montgomery Scott LLC
Enterprise Financial Services Corp
SRS Capital Advisors, Inc.
Fulcrum Equity Management
Kestra Advisory Services, LLC
Global Retirement Partners, LLC
Kistler-Tiffany Companies, LLC
Psagot Value Holdings Ltd. / (Israel)
Fullerton Fund Management Co Ltd
Cahill Financial Advisors Inc
Arete Wealth Advisors, LLC
First Republic Investment Management, Inc.
Eudaimonia Partners, LLC
Montag A & Associates Inc
Renaissance Technologies Llc
Affiance Financial, LLC
Private Trust Co Na
Hilltop Holdings Inc.
Ayalon Holdings Ltd.
Plante Moran Financial Advisors, LLC
Wolverine Trading, Llc
Trust Co
Financial Management Professionals, Inc.
AE Wealth Management LLC
Simplex Trading, Llc
IronBridge Private Wealth, LLC
Concentrum Wealth Management
WASHINGTON TRUST Co
1832 Asset Management L.P.
DB Wealth Management Group, LLC
Emerald Investment Partners, Llc
Stonebridge Financial Planning Group, LLC
IHT Wealth Management, LLC
Woodard & Co Asset Management Group Inc /adv
StoneX Group Inc.

Recent Quarter 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	109,394	97.59	42,074	129.63
Cambridge Investment Research Advisors, Inc.	15,615	97.60	17,221	129.61
Commonwealth Equity Services, Llc	13,591	97.56	14,795	129.57
Flagship Harbor Advisors, Llc	7,578	97.65	7,342	129.66
McGuire Investment Group, LLC	3,340	97.60	3,340	129.64
PFG Advisors	2,860	97.55	3,875	129.55
Spire Wealth Management	1,937	97.57	1,899	129.54
Capital Investment Advisory Services, LLC	572	97.90	572	129.37
Geneos Wealth Management Inc.	380	92.11	391	127.88
GPS Wealth Strategies Group, LLC	256	97.66	281	128.11
Mv Capital Management, Inc.	250	96.00	250	128.00
Vigilant Capital Management, LLC	234	98.29	234	128.21
Sugarloaf Wealth Management, LLC	197	96.45	197	131.98
M&r Capital Management Inc	135	96.30	135	125.93

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	67,320	109,394	97.59	42,074	129.63	160.00
Flagship Harbor Advisors, Llc	236	7,578	97.65	7,342	129.66	3.21
Spire Wealth Management	38	1,937	97.57	1,899	129.54	2.00

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,606	15,615	97.60	17,221	129.61	-9.33
Commonwealth Equity Services, Llc	1,204	13,591	97.56	14,795	129.57	-8.14
PFG Advisors	1,015	2,860	97.55	3,875	129.55	-26.19
GPS Wealth Strategies Group, LLC	25	256	97.66	281	128.11	-8.90
Geneos Wealth Management Inc.	11	380	92.11	391	127.88	-2.81

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Kestra Advisory Services, LLC
Hennion & Walsh Asset Management, Inc.	1,760	129.55
Truist Financial Corp	18,342	129.65
Money Concepts Capital Corp	825	129.70

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	13,591	97.56	14,795	129.57
Spire Wealth Management	1,937	97.57	1,899	129.54
Capital Investment Advisory Services, LLC	572	97.90	572	129.37
Geneos Wealth Management Inc.	380	92.11	391	127.88
GPS Wealth Strategies Group, LLC	256	97.66	281	128.11
Mv Capital Management, Inc.	250	96.00	250	128.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Spire Wealth Management	38	1,937	97.57	1,899	129.54	2.00

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	1,204	13,591	97.56	14,795	129.57	-8.14
GPS Wealth Strategies Group, LLC	25	256	97.66	281	128.11	-8.90
Geneos Wealth Management Inc.	11	380	92.11	391	127.88	-2.81

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name