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 186 12.00 11.75 11.78
Previous Quarter 205 13.00 12.51 12.65

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 13 78 104 7 51 35
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 2 9 45 2 26 17
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 1,348,830 11.75
LPL Financial LLC 962,852 11.75
Commonwealth Equity Services, Llc 749,576 11.75
YYY - Amplify High Income ETF 672,153 13.50
Penserra Capital Management LLC 654,901 11.75
Northwestern Mutual Wealth Management Co 502,602 11.75
Advisor Group Holdings, Inc. 497,855 11.75
Proequities, Inc. 327,393 11.87
Cetera Advisor Networks LLC 272,132 11.75
Dynamic Advisor Solutions LLC 227,934 11.75
Ghe, Llc 210,349 11.84
Envestnet Asset Management Inc 209,368 11.75
Beacon Pointe Advisors, LLC 207,980 11.75
Bank Of America Corp /de/ 194,463 11.75
SYM FINANCIAL Corp 179,767 11.75
Rockefeller Capital Management L.P. 166,145 11.75
Accel Wealth Management 161,587 12.76
Private Advisor Group, LLC 148,266 11.76
Cetera Investment Advisers 143,416 11.75
Mml Investors Services, Llc 132,390 11.75

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 1,328,741 12.51
LPL Financial LLC 973,785 12.51
PCEF - Invesco CEF Income Composite ETF 742,029 14.55
Commonwealth Equity Services, Llc 725,723 12.51
Northwestern Mutual Wealth Management Co 603,818 12.51
Cetera Advisor Networks LLC 522,123 12.51
YYY - Amplify High Income ETF 492,798 14.52
Advisor Group Holdings, Inc. 480,167 12.51
Penserra Capital Management LLC 478,127 12.51
Proequities, Inc. 333,060 12.63
Rockefeller Capital Management L.P. 323,995 12.51
Bank Of America Corp /de/ 244,268 12.51
Beacon Pointe Advisors, LLC 210,989 12.51
Dynamic Advisor Solutions LLC 205,052 12.51
Envestnet Asset Management Inc 187,306 12.51
SYM FINANCIAL Corp 179,767 12.51
Accel Wealth Management 159,801 12.45
Cetera Investment Advisers 140,419 12.51
UBS Group AG 132,923 12.51
Kestra Advisory Services, LLC 130,290 0.02

 

Recent Quarter Analysis

Name Shares PPS
Ghe, Llc 210,349 11.84
Western Wealth Management, LLC 124,008 11.75
Investment Partners, Ltd. 23,704 11.77
Smith Anglin Financial, LLC 17,918 11.78
Landscape Capital Management, L.l.c. 16,851 11.75
Raymond James Trust N.a. 16,415 11.76
DAVENPORT & Co LLC 15,399 11.75
Equius Partners, Inc. 12,277 11.73
Northern Trust Corp 12,106 0.08
CFO4Life Group, LLC 10,000 11.80
Castle Wealth Management Llc 1,830 12.02
Householder Group Estate & Retirement Specialist, LLC 232 8.62
Sheaff Brock Investment Advisors, LLC 0
Name Shares PPS
PCEF - Invesco CEF Income Composite ETF 742,029 14.55
Jane Street Group, Llc 79,950 12.51
Hrt Financial Lp 75,740 12.50
Cresset Asset Management, LLC 71,431 12.61
International Assets Investment Management, Llc 63,945 12.64
Goldman Sachs Group Inc 38,142 12.51
Merit Financial Group, LLC 36,240 12.50
Bridge Advisory, LLC 27,684 12.79
Peapack Gladstone Financial Corp 26,000 12.50
Biltmore Capital Advisors LLC 20,000 16.55
Jump Financial, LLC 16,300 12.52
TruWealth Advisors, LLC 14,906 12.48
Crescent Capital Consulting, LLC 13,397 16.50
Bank of New York Mellon Corp 12,502 12.48
V Wealth Advisors LLC 10,201 12.55
Ahrens Investment Partners LLC 4,700 12.55
Carroll Financial Associates, Inc. 4,290 16.32
Brown Brothers Harriman & Co 2,500 12.40
Reilly Financial Advisors, Llc 2,028 16.77
ACG Wealth 1,526 12.45
NEXT Financial Group, Inc 1,450 16.55
Sound Income Strategies, LLC 1,000 13.00
Plante Moran Financial Advisors, LLC 840 13.10
Tradition Wealth Management, LLC 740 12.16
Financial Management Professionals, Inc. 568 12.32
Total Clarity Wealth Management, Inc. 268 11.19
Umb Bank N A/mo 187 10.70
Terra Nova Asset Management LLC
Mercer Global Advisors Inc /adv
TCTC Holdings, LLC
Redhawk Wealth Advisors, Inc.
Confluence Wealth Services, Inc.
Widmann Financial Services, Inc.
Bluesphere Advisors, LLC
Benjamin F. Edwards & Company, Inc.
Ameritas Advisory Services, LLC
Oppenheimer & Co Inc
Tower Research Capital LLC (TRC)
J.w. Cole Advisors, Inc.
Fort Pitt Capital Group, Llc
Fifth Third Bancorp
Nomura Holdings Inc
Outfitter Financial LLC
Stock Yards Bank & Trust Co
Addison Advisors LLC
Prospera Financial Services Inc
Cooper Financial Group
Koshinski Asset Management, Inc.
Sowell Financial Services LLC
Deutsche Bank Ag\
Invesco Ltd.
North Star Investment Management Corp.
Moors & Cabot, Inc.
Valley National Advisers Inc
Susquehanna International Group, Llp
Andrew Hill Investment Advisors, Inc.
Ascendant Capital Management, LLC
Balentine LLC
National Asset Management, Inc.
Krs Capital Management, Llc
Bessemer Group Inc
Gradient Investments LLC
HCR Wealth Advisors
Steel Peak Wealth Management LLC
TINIX - ACM Tactical Income Fund Class I
First Foundation Advisors
Camden Capital, LLC
Commons Capital, Llc
Aurora Private Wealth, Inc.
High Net Worth Advisory Group LLC
Joseph P. Lucia & Associates, LLC
Tfo-tdc, Llc
Checchi Capital Advisers, LLC
Tcwp Llc
Eaton Vance Management
Sheaff Brock Investment Advisors, LLC
Cetera Advisors LLC
D'Orazio & Associates, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 1,348,830 11.75 1,328,741 12.51
LPL Financial LLC 962,852 11.75 973,785 12.51
Commonwealth Equity Services, Llc 749,576 11.75 725,723 12.51
YYY - Amplify High Income ETF 672,153 13.50 492,798 14.52
Penserra Capital Management LLC 654,901 11.75 478,127 12.51
Northwestern Mutual Wealth Management Co 502,602 11.75 603,818 12.51
Advisor Group Holdings, Inc. 497,855 11.75 480,167 12.51
Proequities, Inc. 327,393 11.87 333,060 12.63
Cetera Advisor Networks LLC 272,132 11.75 522,123 12.51
Dynamic Advisor Solutions LLC 227,934 11.75 205,052 12.51
Envestnet Asset Management Inc 209,368 11.75 187,306 12.51
Beacon Pointe Advisors, LLC 207,980 11.75 210,989 12.51
Bank Of America Corp /de/ 194,463 11.75 244,268 12.51
SYM FINANCIAL Corp 179,767 11.75 179,767 12.51
Rockefeller Capital Management L.P. 166,145 11.75 323,995 12.51
Private Advisor Group, LLC 148,266 11.76 110,297 12.50
Cetera Investment Advisers 143,416 11.75 140,419 12.51
Mml Investors Services, Llc 132,390 11.75 121,991 12.51
UBS Group AG 125,542 11.76 132,923 12.51
Kestra Advisory Services, LLC 105,922 0.01 130,290 0.02
Name Current Shares Current PPS Previous Shares Previous PPS
Accel Wealth Management 161,587 12.76 159,801 12.45
XML Financial, LLC 99,070 11.75 0
C2C Wealth Management, LLC 76,151 12.76 73,632 12.51
Atria Wealth Solutions, Inc. 67,466 12.01 0
Virtu Financial LLC 20,201 11.73 0
United Capital Financial Advisers, Llc 13,484 11.72 0
TCI Wealth Advisors, Inc. 128 15.62 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
YYY - Amplify High Income ETF 179,355 672,153 13.50 492,798 14.52 36.40
Penserra Capital Management LLC 176,774 654,901 11.75 478,127 12.51 36.97
XML Financial, LLC 99,070 99,070 11.75 0 0.00
Atria Wealth Solutions, Inc. 67,466 67,466 12.01 0 0.00
Exencial Wealth Advisors, Llc 38,673 50,194 11.75 11,521 12.50 335.67
Private Advisor Group, LLC 37,969 148,266 11.76 110,297 12.50 34.42
Verus Capital Partners, Llc 25,098 48,104 11.75 23,006 27.47 109.09
Commonwealth Equity Services, Llc 23,853 749,576 11.75 725,723 12.51 3.29
Dynamic Advisor Solutions LLC 22,882 227,934 11.75 205,052 12.51 11.16
Envestnet Asset Management Inc 22,062 209,368 11.75 187,306 12.51 11.78
Virtu Financial LLC 20,201 20,201 11.73 0 0.00
Morgan Stanley 20,089 1,348,830 11.75 1,328,741 12.51 1.51
Advisor Group Holdings, Inc. 17,688 497,855 11.75 480,167 12.51 3.68
Parallel Advisors, LLC 15,013 59,604 11.74 44,591 12.51 33.67
Cahill Financial Advisors Inc 14,178 24,501 11.75 10,323 12.50 137.34
United Capital Financial Advisers, Llc 13,484 13,484 11.72 0 0.00
GWM Advisors LLC 11,703 62,920 11.75 51,217 12.50 22.85
Carmel Capital Partners, LLC 10,848 21,547 11.74 10,699 12.52 101.39
Mml Investors Services, Llc 10,399 132,390 11.75 121,991 12.51 8.52
Hollencrest Capital Management 10,000 54,441 11.76 44,441 12.51 22.50
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cetera Advisor Networks LLC 249,991 272,132 11.75 522,123 12.51 -47.88
Rockefeller Capital Management L.P. 157,850 166,145 11.75 323,995 12.51 -48.72
Northwestern Mutual Wealth Management Co 101,216 502,602 11.75 603,818 12.51 -16.76
All Season Financial Advisors, Inc. 67,691 21,950 11.75 89,641 12.51 -75.51
Bank Of America Corp /de/ 49,805 194,463 11.75 244,268 12.51 -20.39
Kestra Advisory Services, LLC 24,368 105,922 0.01 130,290 0.02 -18.70
Raymond James & Associates 23,616 55,376 11.76 78,992 12.51 -29.90
Certified Advisory Corp 19,574 60,210 11.74 79,784 12.51 -24.53
Raymond James Financial Services Advisors, Inc. 17,244 71,158 11.75 88,402 12.51 -19.51
Stratos Wealth Partners, LTD. 14,767 25,602 11.76 40,369 12.51 -36.58
Royal Bank Of Canada 13,813 93,917 11.76 107,730 12.51 -12.82
Cwm, Llc 12,743 3,454 11.87 16,197 12.53 -78.68
LPL Financial LLC 10,933 962,852 11.75 973,785 12.51 -1.12
Janney Montgomery Scott LLC 7,448 35,064 11.75 42,512 12.91 -17.52
UBS Group AG 7,381 125,542 11.76 132,923 12.51 -5.55
Webster Bank, N. A. 6,995 2,200 11.82 9,195 12.62 -76.07
Proequities, Inc. 5,667 327,393 11.87 333,060 12.63 -1.70
Geneos Wealth Management Inc. 5,578 3,260 11.66 8,838 12.56 -63.11
D.a. Davidson & Co. 5,325 30,261 11.73 35,586 12.50 -14.96
Spire Wealth Management 5,100 26,048 11.75 31,148 12.52 -16.37
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
Ghe, Llc 210,349 11.84
Northern Trust Corp 12,106 0.08
Name Shares PPS
International Assets Investment Management, Llc 63,945 12.64
Brown Brothers Harriman & Co 2,500 12.40
Tradition Wealth Management, LLC 740 12.16
Jane Street Group, Llc 79,950 12.51
Cresset Asset Management, LLC 71,431 12.61
Hrt Financial Lp 75,740 12.50
Peapack Gladstone Financial Corp 26,000 12.50
Goldman Sachs Group Inc 38,142 12.51
Bank of New York Mellon Corp 12,502 12.48
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 1,348,830 11.75 1,328,741 12.51
LPL Financial LLC 962,852 11.75 973,785 12.51
Commonwealth Equity Services, Llc 749,576 11.75 725,723 12.51
Penserra Capital Management LLC 654,901 11.75 478,127 12.51
Northwestern Mutual Wealth Management Co 502,602 11.75 603,818 12.51
Advisor Group Holdings, Inc. 497,855 11.75 480,167 12.51
Proequities, Inc. 327,393 11.87 333,060 12.63
Cetera Advisor Networks LLC 272,132 11.75 522,123 12.51
Envestnet Asset Management Inc 209,368 11.75 187,306 12.51
Beacon Pointe Advisors, LLC 207,980 11.75 210,989 12.51
Bank Of America Corp /de/ 194,463 11.75 244,268 12.51
Cetera Investment Advisers 143,416 11.75 140,419 12.51
Mml Investors Services, Llc 132,390 11.75 121,991 12.51
UBS Group AG 125,542 11.76 132,923 12.51
M&t Bank Corp 96,585 11.75 91,585 12.51
Royal Bank Of Canada 93,917 11.76 107,730 12.51
Guggenheim Capital Llc 65,610 11.75 60,646 12.52
GWM Advisors LLC 62,920 11.75 51,217 12.50
Certified Advisory Corp 60,210 11.74 79,784 12.51
Parallel Advisors, LLC 59,604 11.74 44,591 12.51
Neuberger Berman Group LLC 51,210 11.76 51,210 12.52
Wells Fargo & Company/mn 49,154 11.74 49,699 12.52
Verus Capital Partners, Llc 48,104 11.75 23,006 27.47
Pnc Financial Services Group, Inc. 46,497 11.79 43,952 12.49
Sigma Planning Corp 40,585 11.75 44,019 12.52
Nwam Llc 35,750 11.75 28,469 13.00
Stifel Financial Corp 27,138 11.75 26,961 12.54
Ausdal Financial Partners, Inc. 25,327 11.77 26,059 12.51
Cahill Financial Advisors Inc 24,501 11.75 10,323 12.50
Mariner, LLC 21,267 11.76 25,466 12.53
HighTower Advisors, LLC 19,954 11.78 19,812 12.57
Oarsman Capital, Inc. 19,151 11.75 19,046 12.50
SFI Advisors, LLC 18,907 11.74 18,907 12.48
Collaborative Wealth Managment Inc. 16,995 11.77 16,971 12.49
Kellett Schaffner Wealth Advisors LLC 16,489 12.07 18,189 12.54
Advisory Services Network, LLC 16,148 11.77 17,398 12.53
Wealthcare Advisory Partners LLC 15,575 11.75 20,150 12.51
Running Point Capital Advisors, LLC 10,000 11.80 10,000 12.50
Belpointe Asset Management LLC 9,225 11.71 8,325 12.49
Allworth Financial LP 5,000 11.80 5,000 12.60
Geneos Wealth Management Inc. 3,260 11.66 8,838 12.56
AlphaMark Advisors, LLC 3,024 11.90 2,945 12.56
Hoey Investments, Inc 1,211 11.56 1,211 12.39
Crewe Advisors LLC 850 11.76 850 12.94
Laffer Investments 65 15.38 63 15.87
Name Current Shares Current PPS Previous Shares Previous PPS
Atria Wealth Solutions, Inc. 67,466 12.01 0
United Capital Financial Advisers, Llc 13,484 11.72 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Penserra Capital Management LLC 176,774 654,901 11.75 478,127 12.51 36.97
Atria Wealth Solutions, Inc. 67,466 67,466 12.01 0 0.00
Verus Capital Partners, Llc 25,098 48,104 11.75 23,006 27.47 109.09
Commonwealth Equity Services, Llc 23,853 749,576 11.75 725,723 12.51 3.29
Envestnet Asset Management Inc 22,062 209,368 11.75 187,306 12.51 11.78
Morgan Stanley 20,089 1,348,830 11.75 1,328,741 12.51 1.51
Advisor Group Holdings, Inc. 17,688 497,855 11.75 480,167 12.51 3.68
Parallel Advisors, LLC 15,013 59,604 11.74 44,591 12.51 33.67
Cahill Financial Advisors Inc 14,178 24,501 11.75 10,323 12.50 137.34
United Capital Financial Advisers, Llc 13,484 13,484 11.72 0 0.00
GWM Advisors LLC 11,703 62,920 11.75 51,217 12.50 22.85
Mml Investors Services, Llc 10,399 132,390 11.75 121,991 12.51 8.52
Nwam Llc 7,281 35,750 11.75 28,469 13.00 25.58
M&t Bank Corp 5,000 96,585 11.75 91,585 12.51 5.46
Guggenheim Capital Llc 4,964 65,610 11.75 60,646 12.52 8.19
Cetera Investment Advisers 2,997 143,416 11.75 140,419 12.51 2.13
Pnc Financial Services Group, Inc. 2,545 46,497 11.79 43,952 12.49 5.79
Samalin Investment Counsel, LLC 1,391 20,161 18,770 7.41
Belpointe Asset Management LLC 900 9,225 11.71 8,325 12.49 10.81
Stifel Financial Corp 177 27,138 11.75 26,961 12.54 0.66
HighTower Advisors, LLC 142 19,954 11.78 19,812 12.57 0.72
Oarsman Capital, Inc. 105 19,151 11.75 19,046 12.50 0.55
AlphaMark Advisors, LLC 79 3,024 11.90 2,945 12.56 2.68
Collaborative Wealth Managment Inc. 24 16,995 11.77 16,971 12.49 0.14
Laffer Investments 2 65 15.38 63 15.87 3.17
Fmr Llc 2 4 2 100.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cetera Advisor Networks LLC 249,991 272,132 11.75 522,123 12.51 -47.88
Northwestern Mutual Wealth Management Co 101,216 502,602 11.75 603,818 12.51 -16.76
Bank Of America Corp /de/ 49,805 194,463 11.75 244,268 12.51 -20.39
Certified Advisory Corp 19,574 60,210 11.74 79,784 12.51 -24.53
Royal Bank Of Canada 13,813 93,917 11.76 107,730 12.51 -12.82
LPL Financial LLC 10,933 962,852 11.75 973,785 12.51 -1.12
UBS Group AG 7,381 125,542 11.76 132,923 12.51 -5.55
Proequities, Inc. 5,667 327,393 11.87 333,060 12.63 -1.70
Geneos Wealth Management Inc. 5,578 3,260 11.66 8,838 12.56 -63.11
Wealthcare Advisory Partners LLC 4,575 15,575 11.75 20,150 12.51 -22.70
Mariner, LLC 4,199 21,267 11.76 25,466 12.53 -16.49
Sigma Planning Corp 3,434 40,585 11.75 44,019 12.52 -7.80
Beacon Pointe Advisors, LLC 3,009 207,980 11.75 210,989 12.51 -1.43
Kellett Schaffner Wealth Advisors LLC 1,700 16,489 12.07 18,189 12.54 -9.35
Advisory Services Network, LLC 1,250 16,148 11.77 17,398 12.53 -7.18
Ausdal Financial Partners, Inc. 732 25,327 11.77 26,059 12.51 -2.81
Wells Fargo & Company/mn 545 49,154 11.74 49,699 12.52 -1.10
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