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 106 111.00 111.56 111.57
Previous Quarter 119 112.00 111.56 109.97

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 1 45 6 0 0 2
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 5 0 0 2
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
Wells Fargo & Company/mn 86,193 111.56
Morgan Stanley 71,235 111.56
LPL Financial LLC 54,812 111.56
UBS Group AG 54,433 111.57
Bank Of America Corp /de/ 28,788 111.54
Sigma Planning Corp 23,708 111.57
Cetera Advisors LLC 19,713 111.55
Ameriprise Financial Inc 18,920 111.58
Cetera Advisor Networks LLC 18,134 111.56
Flow Traders U.s. Llc 18,015 111.57
Goldman Sachs Group Inc 12,891 111.55
Advisor Group Holdings, Inc. 12,872 128.34
Royal Bank Of Canada 12,738 111.56
Atria Wealth Solutions, Inc. 12,014 111.54
J.w. Cole Advisors, Inc. 11,938
Diversified, LLC 10,616 111.53
Raymond James & Associates 10,451 111.57
Tower Research Capital LLC (TRC) 10,078 111.53
Cambridge Investment Research Advisors, Inc. 9,709 90.84
Raymond James Financial Services Advisors, Inc. 9,629 111.64

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
Wells Fargo & Company/mn 86,193 111.56
Morgan Stanley 71,235 111.56
LPL Financial LLC 54,812 111.56
UBS Group AG 54,433 111.57
Bank Of America Corp /de/ 28,788 111.54
Sigma Planning Corp 23,708 111.57
Cetera Advisors LLC 19,713 111.55
Ameriprise Financial Inc 18,920 111.58
Cetera Advisor Networks LLC 18,134 111.56
Flow Traders U.s. Llc 18,015 111.57
Moors & Cabot, Inc. 15,752 26.66
Goldman Sachs Group Inc 12,891 111.55
Advisor Group Holdings, Inc. 12,872 128.34
Royal Bank Of Canada 12,738 111.56
Atria Wealth Solutions, Inc. 12,014 111.54
J.w. Cole Advisors, Inc. 11,938
Diversified, LLC 10,616 111.53
Raymond James & Associates 10,451 111.57
Tower Research Capital LLC (TRC) 10,078 111.53
Cambridge Investment Research Advisors, Inc. 9,894 111.58

 

Recent Quarter Analysis

Name Shares PPS
Matrix Private Capital Group Llc 0
Name Shares PPS
Moors & Cabot, Inc. 15,752 26.66
Private Advisor Group, LLC 2,545 111.20
Security National Trust Co 1,000 165.00
Koshinski Asset Management, Inc. 106 113.21
Matrix Private Capital Group Llc
1832 Asset Management L.P.
Arkadios Wealth Advisors
Triton Wealth Management, PLLC
Truist Financial Corp
BEAM Asset Management, LLC
Anfield Capital Management, LLC
SRS Capital Advisors, Inc.
Aspiriant, Llc
Spire Wealth Management
Great Valley Advisor Group, Inc.
Avitas Wealth Management LLC
BDO Wealth Advisors, LLC
Defender Capital, LLC.
Jacobi Capital Management LLC
Proequities, Inc.
Advisory Services Network, LLC
Raymond James Trust N.a.
Harbour Investments, Inc.
Financial Advocates Investment Management
Wealthspire Advisors, LLC
National Asset Management, Inc.
Signet Financial Management, Llc
Magnolia Capital Advisors Llc
First Republic Investment Management, Inc.
Snowden Capital Advisors LLC
Total Clarity Wealth Management, Inc.
Black Swift Group, LLC
AE Wealth Management LLC
Gerber Kawasaki Wealth & Investment Management
Personal Cfo Solutions, Llc
ARGI Investment Services, LLC
Dynamic Advisor Solutions LLC
Capital Advisory Group Advisory Services, LLC
Patriot Financial Group Insurance Agency, LLC
Retirement Planning Co of New England, Inc.
Capital Investment Advisory Services, LLC
Barclays Plc
Capital Wealth Alliance, LLC
IHT Wealth Management, LLC
Lebenthal Global Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 9,709 90.84 9,894 111.58
Wbh Advisory Inc 2,892 94.74 2,892 102.01
Danda Trouve Investment Management, Inc. 610 90.16 610 111.48
Allworth Financial LP 106 94.34 160 112.50
M&r Capital Management Inc 97 82.47 97 103.09
Sargent Bickham Lagudis LLC 87 91.95 87 114.94
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 185 9,709 90.84 9,894 111.58 -1.87
Allworth Financial LP 54 106 94.34 160 112.50 -33.75
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. 106 113.21
Private Advisor Group, LLC 2,545 111.20
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 9,709 90.84 9,894 111.58
Wbh Advisory Inc 2,892 94.74 2,892 102.01
Danda Trouve Investment Management, Inc. 610 90.16 610 111.48
Allworth Financial LP 106 94.34 160 112.50
Sargent Bickham Lagudis LLC 87 91.95 87 114.94
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 185 9,709 90.84 9,894 111.58 -1.87
Allworth Financial LP 54 106 94.34 160 112.50 -33.75
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