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	95	145.00	138.09	145.35
Previous Quarter	105	149.00	138.10	146.06

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	31	3	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	1	3	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
Morgan Stanley	194,117	138.10
Bank Of America Corp /de/	56,089	138.10
LPL Financial LLC	34,663	138.10
IMC-Chicago, LLC	32,374	138.10
UBS Group AG	30,842	138.09
Wells Fargo & Company/mn	25,153	138.07
Fortis Advisors, LLC	20,390	138.11
Old Mission Capital Llc	19,508	138.10
Mml Investors Services, Llc	17,113	138.08
Raymond James & Associates	15,688	138.13
Atria Wealth Solutions, Inc.	14,929	138.12
Royal Bank Of Canada	13,290	138.07
SignalPoint Asset Management, LLC	12,778	138.13
Raymond James Financial Services Advisors, Inc.	12,221	138.12
Stifel Financial Corp	10,804	138.10
Goldman Sachs Group Inc	9,530	138.09
Advisor Group Holdings, Inc.	9,217	737.33
Susquehanna International Group, Llp	8,909	138.06
Janney Montgomery Scott LLC	8,270	138.09
Mission Wealth Management, Lp	8,105	138.06

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
Morgan Stanley	194,117	138.10
Bank Of America Corp /de/	56,089	138.10
LPL Financial LLC	34,663	138.10
IMC-Chicago, LLC	32,374	138.10
UBS Group AG	30,842	138.09
Wells Fargo & Company/mn	25,153	138.07
Fortis Advisors, LLC	20,390	138.11
Old Mission Capital Llc	19,508	138.10
Mml Investors Services, Llc	17,113	138.08
Raymond James & Associates	15,688	138.13
Atria Wealth Solutions, Inc.	14,929	138.12
Cambridge Investment Research Advisors, Inc.	13,800	138.12
Royal Bank Of Canada	13,290	138.07
SignalPoint Asset Management, LLC	12,778	138.13
Raymond James Financial Services Advisors, Inc.	12,221	138.12
Stifel Financial Corp	10,804	138.10
Goldman Sachs Group Inc	9,530	138.09
Advisor Group Holdings, Inc.	9,217	737.33
Susquehanna International Group, Llp	8,909	138.06
Janney Montgomery Scott LLC	8,270	138.09

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 31 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	8,909	138.06
Cardan Capital Partners, LLC	2,482	150.28
Citadel Advisors Llc	2,000	138.00
Carroll Financial Associates, Inc.	480	170.83
IFP Advisors, Inc	319	166.14
Wealth Quarterback LLC	200
Koshinski Asset Management, Inc.	15	133.33
Capital Investment Advisory Services, LLC
Wolverine Trading, Llc
Pnc Financial Services Group, Inc.
Advisor Resource Council
Barclays Plc
GWM Advisors LLC
Journey Strategic Wealth Llc
Transamerica Financial Advisors, Inc.
National Asset Management, Inc.
SPC Financial, Inc.
StoneX Group Inc.
Proequities, Inc.
Capital Advisory Group Advisory Services, LLC
CoreCap Advisors, LLC
Brookstone Capital Management
Laurel Wealth Advisors, Inc.
Cetera Advisors LLC
Bank Julius Baer & Co. Ltd, Zurich
Kovack Advisors, Inc.
Citigroup Inc
Ahrens Investment Partners LLC
Arkadios Wealth Advisors
Oppenheimer & Co Inc
Elevated Capital Advisors, LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
ACG Wealth	7,830	108.43	7,830	138.06
Cambridge Investment Research Advisors, Inc.	5,356	108.48	13,800	138.12
Private Advisor Group, LLC	4,379	108.47	5,179	138.06

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	8,444	5,356	108.48	13,800	138.12	-61.19
Private Advisor Group, LLC	800	4,379	108.47	5,179	138.06	-15.45

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 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	15	133.33

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
ACG Wealth	7,830	108.43	7,830	138.06
Cambridge Investment Research Advisors, Inc.	5,356	108.48	13,800	138.12
Private Advisor Group, LLC	4,379	108.47	5,179	138.06

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	8,444	5,356	108.48	13,800	138.12	-61.19
Private Advisor Group, LLC	800	4,379	108.47	5,179	138.06	-15.45

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