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 263 38.00 39.00 37.56
Previous Quarter 280 38.00 39.01 37.76

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 84 25 1 8 12
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 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 3 17 0 4 11
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 776,623 39.01
Putnam Fl Investment Management Co 748,064 39.01
Protective Life Corp 731,500 39.01
CNO Financial Group, Inc. 700,000 39.01
Tradewinds Capital Management, LLC 523,201 39.01
LPL Financial LLC 459,530 39.01
UBS Group AG 391,125 39.01
Royal Bank Of Canada 372,135 39.01
Ameriprise Financial Inc 365,182 38.96
Pfs Investments Inc. 345,819 39.01
Barry Investment Advisors, LLC 298,727 39.01
Massmutual Trust Co Fsb/adv 274,004 0.04
Morgan Stanley 253,284 39.01
Bank Of America Corp /de/ 185,331 39.01
Good Life Advisors, LLC 181,976 39.01
Envestnet Asset Management Inc 167,673 39.01
IFG Advisory, LLC 163,578 39.01
Peterson Wealth Management 162,766 39.01
Long Run Wealth Advisors, LLC 150,656 38.93
INKM - SPDR SSGA Income Allocation ETF 130,181 39.01

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 776,623 39.01
Putnam Fl Investment Management Co 748,064 39.01
Protective Life Corp 731,500 39.01
CNO Financial Group, Inc. 700,000 39.01
Tradewinds Capital Management, LLC 523,201 39.01
LPL Financial LLC 459,530 39.01
UBS Group AG 391,125 39.01
Royal Bank Of Canada 372,135 39.01
Ameriprise Financial Inc 365,182 38.96
Pfs Investments Inc. 345,819 39.01
Barry Investment Advisors, LLC 298,727 39.01
Massmutual Trust Co Fsb/adv 259,705 0.04
Morgan Stanley 253,284 39.01
Bank Of America Corp /de/ 185,331 39.01
Good Life Advisors, LLC 181,976 39.01
Envestnet Asset Management Inc 167,673 39.01
IFG Advisory, LLC 163,578 39.01
Peterson Wealth Management 162,766 39.01
Long Run Wealth Advisors, LLC 150,656 38.93
INKM - SPDR SSGA Income Allocation ETF 130,181 39.01

 

Recent Quarter Analysis

Name Shares PPS
Boenning & Scattergood, Inc. 8,615 35.87
RGT Wealth Advisors, LLC 1,000 36.00
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 126,517 43.46
GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A 117,707 43.46
Signature Estate & Investment Advisors Llc 79,634 39.00
Ameritas Investment Corp 42,599 0.05
Cliftonlarsonallen Wealth Advisors, Llc 21,563 39.00
Moors & Cabot, Inc. 10,000 1.00
Mayflower Financial Advisors, LLC 5,320 39.10
Paladin Advisory Group, LLC 1,347 38.60
Marquette Asset Management, LLC 663 39.22
Carroll Financial Associates, Inc. 586 40.96
Sonora Investment Management, LLC 585 42.74
IFP Advisors, Inc 353 56.66
Providence Capital Advisors, LLC
CBIZ Investment Advisory Services, LLC
Huntington National Bank
Capital Analysts, Inc.
Eaton Vance Management
55i, Llc
Baldwin Brothers Inc/ma
Advisory Services Network, LLC
tru Independence LLC
Old Mission Capital Llc
Verition Fund Management LLC
Toth Financial Advisory Corp
First Horizon Advisors, Inc.
Barclays Plc
Signature Securities Group Corporation
Curi Wealth Management, LLC
Park Avenue Securities Llc
Baird Financial Group, Inc.
Meeder Asset Management Inc
Retirement Planning Co of New England, Inc.
Snowden Capital Advisors LLC
Financial Advocates Investment Management
CoreCap Advisors, LLC
Win Advisors, Inc
Donoghue Forlines LLC
Whitener Capital Management, Inc.
Tradition Wealth Management, LLC
DCM Advisors, LLC
Fsb Premier Wealth Management, Inc.
Marshall Financial Group LLC
Qube Research & Technologies Ltd
Advisor Resource Council
Wolverine Trading, Llc
Goldman Sachs Group Inc
Bank of New York Mellon Corp
Fernwood Investment Management, LLC
Prudential Financial Inc
Flagship Harbor Advisors, Llc
Pacitti Group Inc.
North Star Investment Management Corp.
WFA of San Diego, LLC
Regal Investment Advisors LLC
Oppenheimer & Co Inc
Arkadios Wealth Advisors
Belpointe Asset Management LLC
Howard Wealth Management, Llc
Advisors Capital Management, LLC
Stifel Financial Corp
Altus Wealth Group LLC
Advisors Asset Management, Inc.
Elmwood Wealth Management, Inc.
Westover Capital Advisors, LLC
Hilton Capital Management, LLC
IPG Investment Advisors LLC
Clarity Financial LLC
RFG Advisory, LLC
StoneX Group Inc.
Koshinski Asset Management, Inc.
First Trust Advisors Lp
PWRAX - Power Income Fund Class A
D.a. Davidson & Co.
BlackRock Inc.
Day & Ennis, LLC
Proequities, Inc.
Strategic Asset Management, LLC
GeoWealth Management, LLC
RWM Asset Management, LLC
Equitable Holdings, Inc.
Buffington Mohr McNeal
Genesee Capital Advisors, LLC
Richwood Investment Advisors, LLC
Baron Financial Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Massmutual Trust Co Fsb/adv 274,004 0.04 259,705 0.04
Cambridge Investment Research Advisors, Inc. 95,910 35.85 84,709 39.02
Sound Income Strategies, LLC 88,218 35.85 95,711 39.01
Orion Portfolio Solutions, LLC 86,192 35.85 86,960 39.01
Bath Savings Trust Co 64,976 35.86 68,841 39.00
Allworth Financial LP 59,918 35.85 79,095 39.02
Golden Green, Inc. 49,976 35.86 50,960 39.01
Rosenberg Matthew Hamilton 40,406 36.08 45,471 39.01
Stonehearth Capital Management, LLC 35,141 0.03 40,869 0.05
Diligent Investors, LLC 25,487 35.86 25,476 39.02
McAdam, LLC 23,813 35.86 35,933 39.02
Advisory Alpha, LLC 20,646 35.84 13,636 39.01
Bard Financial Services, Inc. 18,500 35.84 17,375 39.02
Pure Financial Advisors, Inc. 15,153 35.83 10,413 38.99
Windsor Capital Management, LLC 14,508 35.84 114,011 39.01
HBW Advisory Services LLC 7,690 35.89 8,651 38.96
Lowe Wealth Advisors, LLC 7,673 35.84 7,673 38.97
Private Advisor Group, LLC 7,006 35.83 13,544 38.98
Gradient Investments LLC 6,439 35.88 6,588 39.01
Optimum Investment Advisors 2,300 35.65 2,300 39.13
Name Current Shares Current PPS Previous Shares Previous PPS
Worth Asset Management, LLC 4,100 35.85 4,100 35.12
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Massmutual Trust Co Fsb/adv 14,299 274,004 0.04 259,705 0.04 5.51
Cambridge Investment Research Advisors, Inc. 11,201 95,910 35.85 84,709 39.02 13.22
Advisory Alpha, LLC 7,010 20,646 35.84 13,636 39.01 51.41
Pure Financial Advisors, Inc. 4,740 15,153 35.83 10,413 38.99 45.52
Bard Financial Services, Inc. 1,125 18,500 35.84 17,375 39.02 6.47
Newbridge Financial Services Group, Inc. 11 1,116 35.84 1,105 38.91 1.00
Diligent Investors, LLC 11 25,487 35.86 25,476 39.02 0.04
AdvisorNet Financial, Inc 1 156 38.46 155 38.71 0.65
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Windsor Capital Management, LLC 99,503 14,508 35.84 114,011 39.01 -87.27
Allworth Financial LP 19,177 59,918 35.85 79,095 39.02 -24.25
McAdam, LLC 12,120 23,813 35.86 35,933 39.02 -33.73
Sound Income Strategies, LLC 7,493 88,218 35.85 95,711 39.01 -7.83
Private Advisor Group, LLC 6,538 7,006 35.83 13,544 38.98 -48.27
Stonehearth Capital Management, LLC 5,728 35,141 0.03 40,869 0.05 -14.02
Rosenberg Matthew Hamilton 5,065 40,406 36.08 45,471 39.01 -11.14
Bath Savings Trust Co 3,865 64,976 35.86 68,841 39.00 -5.61
Golden Green, Inc. 984 49,976 35.86 50,960 39.01 -1.93
HBW Advisory Services LLC 961 7,690 35.89 8,651 38.96 -11.11
Orion Portfolio Solutions, LLC 768 86,192 35.85 86,960 39.01 -0.88
Gradient Investments LLC 149 6,439 35.88 6,588 39.01 -2.26
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
Paladin Advisory Group, LLC 1,236 111 1,347 -91.76
Name

Past Week Analysis

Name Shares PPS
Boenning & Scattergood, Inc. 8,615 35.87
RGT Wealth Advisors, LLC 1,000 36.00
Name Shares PPS
Mayflower Financial Advisors, LLC 5,320 39.10
Signature Estate & Investment Advisors Llc 79,634 39.00
Marquette Asset Management, LLC 663 39.22
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 95,910 35.85 84,709 39.02
Sound Income Strategies, LLC 88,218 35.85 95,711 39.01
Orion Portfolio Solutions, LLC 86,192 35.85 86,960 39.01
Allworth Financial LP 59,918 35.85 79,095 39.02
Golden Green, Inc. 49,976 35.86 50,960 39.01
Rosenberg Matthew Hamilton 40,406 36.08 45,471 39.01
Stonehearth Capital Management, LLC 35,141 0.03 40,869 0.05
Diligent Investors, LLC 25,487 35.86 25,476 39.02
McAdam, LLC 23,813 35.86 35,933 39.02
Advisory Alpha, LLC 20,646 35.84 13,636 39.01
Windsor Capital Management, LLC 14,508 35.84 114,011 39.01
HBW Advisory Services LLC 7,690 35.89 8,651 38.96
Private Advisor Group, LLC 7,006 35.83 13,544 38.98
Gradient Investments LLC 6,439 35.88 6,588 39.01
Optimum Investment Advisors 2,300 35.65 2,300 39.13
Newbridge Financial Services Group, Inc. 1,116 35.84 1,105 38.91
Tompkins Financial Corp 291 34.36 291 37.80
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 11,201 95,910 35.85 84,709 39.02 13.22
Advisory Alpha, LLC 7,010 20,646 35.84 13,636 39.01 51.41
Diligent Investors, LLC 11 25,487 35.86 25,476 39.02 0.04
Newbridge Financial Services Group, Inc. 11 1,116 35.84 1,105 38.91 1.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Windsor Capital Management, LLC 99,503 14,508 35.84 114,011 39.01 -87.27
Allworth Financial LP 19,177 59,918 35.85 79,095 39.02 -24.25
McAdam, LLC 12,120 23,813 35.86 35,933 39.02 -33.73
Sound Income Strategies, LLC 7,493 88,218 35.85 95,711 39.01 -7.83
Private Advisor Group, LLC 6,538 7,006 35.83 13,544 38.98 -48.27
Stonehearth Capital Management, LLC 5,728 35,141 0.03 40,869 0.05 -14.02
Rosenberg Matthew Hamilton 5,065 40,406 36.08 45,471 39.01 -11.14
Golden Green, Inc. 984 49,976 35.86 50,960 39.01 -1.93
HBW Advisory Services LLC 961 7,690 35.89 8,651 38.96 -11.11
Orion Portfolio Solutions, LLC 768 86,192 35.85 86,960 39.01 -0.88
Gradient Investments LLC 149 6,439 35.88 6,588 39.01 -2.26
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