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 122 13.00 12.89 12.94
Previous Quarter 130 13.00 12.89 12.89

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 40 7 0 3 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 7 0 3 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 852,257 12.89
Endowment Wealth Management, Inc. 790,727 12.89
LPL Financial LLC 740,562 12.89
Clark Capital Management Group, Inc. 601,117 12.89
Bank Of America Corp /de/ 570,286 12.89
Morgan Stanley 528,488 12.89
Amerivest Investment Management LLC 499,207 12.89
Aletheian Wealth Advisors LLC 321,065 9.82
LFA - Lugano Financial Advisors SA 297,737 12.89
Envestnet Asset Management Inc 224,835 12.89
Cetera Advisors LLC 208,414 12.89
Ci Investments Inc. 195,319 12.89
Ntv Asset Management Llc 177,995 12.89
Advisor Group Holdings, Inc. 147,540 12.90
Harwood Advisory Group, LLC 134,548 12.89
Cetera Advisor Networks LLC 125,155 12.89
J.w. Cole Advisors, Inc. 117,350 0.14
UBS Group AG 109,129 12.89
Betterment LLC 97,319 12.89
Trustmark National Bank Trust Department 96,695 12.89

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 852,257 12.89
Endowment Wealth Management, Inc. 790,727 12.89
LPL Financial LLC 740,562 12.89
FOCUS Wealth Advisors, LLC 603,459 12.89
Clark Capital Management Group, Inc. 601,117 12.89
Bank Of America Corp /de/ 570,286 12.89
Morgan Stanley 528,488 12.89
Amerivest Investment Management LLC 499,207 12.89
LFA - Lugano Financial Advisors SA 297,737 12.89
Aletheian Wealth Advisors LLC 268,964 12.89
Envestnet Asset Management Inc 224,835 12.89
Cetera Advisors LLC 208,414 12.89
Ci Investments Inc. 195,319 12.89
Ntv Asset Management Llc 177,995 12.89
Ameritas Investment Corp 160,533 0.01
Advisor Group Holdings, Inc. 147,540 12.90
Harwood Advisory Group, LLC 134,548 12.89
Cetera Advisor Networks LLC 125,155 12.89
Cardan Capital Partners, LLC 119,512 14.98
J.w. Cole Advisors, Inc. 117,350 0.14

 

Recent Quarter Analysis

Name Shares PPS
Capital Asset Advisory Services LLC 5,912 12.86
Worth Asset Management, LLC 0
Name Shares PPS
FOCUS Wealth Advisors, LLC 603,459 12.89
Ameritas Investment Corp 160,533 0.01
Cardan Capital Partners, LLC 119,512 14.98
Bft Financial Group, Llc 12,504 12.88
IFP Advisors, Inc 11,672 15.51
Epiq Partners, Llc 10,500 12.86
Capital Asset Advisory Services LLC 5,912 12.86
Heritage Wealth Management, Llc 4,767 14.89
Koshinski Asset Management, Inc. 1,590 12.58
AdvisorNet Financial, Inc 1,313 12.95
Carroll Financial Associates, Inc. 498 14.06
Parallel Advisors, LLC 275 14.55
Cavalier Investments, LLC
Private Capital Group, LLC
Proequities, Inc.
Robertson Stephens Wealth Management, LLC
Ameritas Advisory Services, LLC
IPG Investment Advisors LLC
Franklin Resources Inc
Systematic Alpha Investments, LLC
Solstein Capital, LLC
Summit Financial Group, Inc.
Jacobi Capital Management LLC
Global Trust Asset Management, LLC
Principal Financial Group Inc
Bank Of Montreal /can/
Sowell Financial Services LLC
Us Bancorp \de\
SFBDX - State Farm Municipal Bond Fund
Bessemer Group Inc
Keel Point, LLC
Advisory Services Network, LLC
Johnson Financial Group, Inc.
Goldman Sachs Group Inc
Morningstar Investment Services LLC
Ahrens Investment Partners LLC
Susquehanna International Group, Llp
Flow Traders U.s. Llc
Mascoma Wealth Management LLC
Barclays Plc
Name Current Shares Current PPS Previous Shares Previous PPS
Aletheian Wealth Advisors LLC 321,065 9.82 268,964 12.89
Global Retirement Partners, LLC 75,132 9.82 77,069 10.82
Cambridge Investment Research Advisors, Inc. 41,776 9.81 43,958 12.90
Private Advisor Group, LLC 23,252 9.81 23,051 12.88
RDA Financial Network 20,580 9.82 20,580 12.88
PFG Advisors 13,592 9.79 12,717 12.90
Atticus Wealth Management, Llc 151 6.62 151 13.25
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Aletheian Wealth Advisors LLC 52,101 321,065 9.82 268,964 12.89 19.37
PFG Advisors 875 13,592 9.79 12,717 12.90 6.88
Private Advisor Group, LLC 201 23,252 9.81 23,051 12.88 0.87
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,182 41,776 9.81 43,958 12.90 -4.96
Global Retirement Partners, LLC 1,937 75,132 9.82 77,069 10.82 -2.51
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. 1,590 12.58
Bft Financial Group, Llc 12,504 12.88
Name Current Shares Current PPS Previous Shares Previous PPS
Aletheian Wealth Advisors LLC 321,065 9.82 268,964 12.89
Global Retirement Partners, LLC 75,132 9.82 77,069 10.82
Cambridge Investment Research Advisors, Inc. 41,776 9.81 43,958 12.90
Private Advisor Group, LLC 23,252 9.81 23,051 12.88
RDA Financial Network 20,580 9.82 20,580 12.88
PFG Advisors 13,592 9.79 12,717 12.90
Atticus Wealth Management, Llc 151 6.62 151 13.25
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Aletheian Wealth Advisors LLC 52,101 321,065 9.82 268,964 12.89 19.37
PFG Advisors 875 13,592 9.79 12,717 12.90 6.88
Private Advisor Group, LLC 201 23,252 9.81 23,051 12.88 0.87
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,182 41,776 9.81 43,958 12.90 -4.96
Global Retirement Partners, LLC 1,937 75,132 9.82 77,069 10.82 -2.51
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