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 119 129.00 134.55 114.63
Previous Quarter 131 131.00 134.56 115.51

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 42 7 0 1 4
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 1 1 7 0 1 4
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
Royal Bank Of Canada 140,905 134.55
J.w. Cole Advisors, Inc. 111,426 0.02
Morgan Stanley 96,532 134.57
Wells Fargo & Company/mn 93,659 134.56
Stifel Financial Corp 87,873 134.56
Verity Asset Management, Inc. 68,491 0.01
LPL Financial LLC 55,829 134.55
Meitav Dash Investments Ltd 52,580 134.52
Bank Of America Corp /de/ 49,243 134.56
Cavalier Investments, LLC 47,493 134.57
AGOX - Adaptive Growth Opportunities ETF 46,209 129.39
UBS Group AG 40,145 134.56
Raymond James & Associates 35,932 134.56
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 31,657 133.56
Cambridge Investment Research Advisors, Inc. 29,044 114.76
Flow Traders U.s. Llc 28,482 134.58
Commonwealth Equity Services, Llc 20,904 134.52
Kraematon Investment Advisors, Inc 19,206 134.54
Ulland Investment Advisors, LLC 16,098 134.55
Prospera Financial Services Inc 15,419 134.57

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
Royal Bank Of Canada 140,905 134.55
J.w. Cole Advisors, Inc. 111,426 0.02
Morgan Stanley 96,532 134.57
Wells Fargo & Company/mn 93,659 134.56
Stifel Financial Corp 87,873 134.56
Verity Asset Management, Inc. 68,491 0.01
LPL Financial LLC 55,829 134.55
Meitav Dash Investments Ltd 52,580 134.52
Bank Of America Corp /de/ 49,243 134.56
Cavalier Investments, LLC 47,493 134.57
AGOX - Adaptive Growth Opportunities ETF 46,209 129.39
UBS Group AG 40,145 134.56
Raymond James & Associates 35,932 134.56
Cambridge Investment Research Advisors, Inc. 32,163 134.56
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 31,657 133.56
Flow Traders U.s. Llc 28,482 134.58
Commonwealth Equity Services, Llc 20,904 134.52
Kraematon Investment Advisors, Inc 19,206 134.54
Ulland Investment Advisors, LLC 16,098 134.55
Prospera Financial Services Inc 15,419 134.57

 

Recent Quarter Analysis

Name Shares PPS
Gradient Investments LLC 115 113.04
Name Shares PPS
Psagot Investment House Ltd. 1,190 161.34
Koshinski Asset Management, Inc. 665 133.83
Parallel Advisors, LLC 400 135.00
Ayalon Holdings Ltd.
Systelligence, LLC
Financial Advocates Investment Management
Claudia M.p. Batlle, Crp (r) Llc
Jane Street Group, Llc
Jpmorgan Chase & Co
Centaurus Financial, Inc.
Flagship Private Wealth, LLC
Emerald Investment Partners, Llc
Beaumont Financial Partners, LLC
Ameritas Investment Corp
Harel Insurance Investments & Financial Services Ltd.
Total Clarity Wealth Management, Inc.
Marshall Wace, Llp
Cetera Advisors LLC
Rockefeller Capital Management L.P.
MTM Investment Management, LLC
Kowal Investment Group, LLC
Proequities, Inc.
Riggs Asset Managment Co. Inc.
Barclays Plc
Founders Financial Alliance, LLC
Insight Advisors, LLC/ PA
Ameritas Advisory Services, LLC
Baird Financial Group, Inc.
Psagot Value Holdings Ltd. / (Israel)
Lebenthal Global Advisors, LLC
Banque Cantonale Vaudoise
Qube Research & Technologies Ltd
Janney Montgomery Scott LLC
Moloney Securities Asset Management, LLC
Capital Asset Advisory Services LLC
StoneX Group Inc.
Avantax Advisory Services, Inc.
Arkadios Wealth Advisors
Bank Hapoalim Bm
Demars Financial Group, LLC
GWM Advisors LLC
IFG Advisory, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 29,044 114.76 32,163 134.56
PFG Advisors 3,747 114.76 3,765 134.66
Calton & Associates, Inc. 2,176 114.43 15,220 134.56
Global Retirement Partners, LLC 1,891 114.75 1,613 116.55
Exane Derivatives 925 114.59 925 134.05
RWM Asset Management, LLC 769 114.43 2,198 134.67
SOA Wealth Advisors, LLC. 698 114.61 698 133.24
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 278 1,891 114.75 1,613 116.55 17.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Calton & Associates, Inc. 13,044 2,176 114.43 15,220 134.56 -85.70
Cambridge Investment Research Advisors, Inc. 3,119 29,044 114.76 32,163 134.56 -9.70
RWM Asset Management, LLC 1,429 769 114.43 2,198 134.67 -65.01
PFG Advisors 18 3,747 114.76 3,765 134.66 -0.48
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
Gradient Investments LLC 115 113.04
Name Shares PPS
Koshinski Asset Management, Inc. 665 133.83
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 29,044 114.76 32,163 134.56
PFG Advisors 3,747 114.76 3,765 134.66
Calton & Associates, Inc. 2,176 114.43 15,220 134.56
Global Retirement Partners, LLC 1,891 114.75 1,613 116.55
Exane Derivatives 925 114.59 925 134.05
RWM Asset Management, LLC 769 114.43 2,198 134.67
SOA Wealth Advisors, LLC. 698 114.61 698 133.24
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 278 1,891 114.75 1,613 116.55 17.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Calton & Associates, Inc. 13,044 2,176 114.43 15,220 134.56 -85.70
Cambridge Investment Research Advisors, Inc. 3,119 29,044 114.76 32,163 134.56 -9.70
RWM Asset Management, LLC 1,429 769 114.43 2,198 134.67 -65.01
PFG Advisors 18 3,747 114.76 3,765 134.66 -0.48
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