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	127	49.00	49.21	49.22
Previous Quarter	133	49.00	49.21	49.23

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	27	10	1	3	8
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	0	9	1	3	7
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
Bank Of America Corp /de/	17,555,351	49.21
Morgan Stanley	3,478,907	49.21
Prudential Financial Inc	2,497,881	49.21
Orgel Wealth Management, LLC	2,414,910	49.07
Pnc Financial Services Group, Inc.	1,743,731	49.21
MCF Advisors LLC	1,321,687	49.21
Wells Fargo & Company/mn	955,356	49.21
Royal Bank Of Canada	897,045	49.21
Financial Advisory Group	600,930	49.21
SHIEX - Catalyst/Exceed Defined Shield Fund Class A	593,165	49.21
Catalyst Capital Advisors LLC	593,165	49.21
Foresight Wealth Management, LLC	572,172	49.21
Stifel Financial Corp	389,186	49.21
Advisor Group Holdings, Inc.	361,750	51.07
PDBAX - PGIM TOTAL RETURN BOND FUND Class A	300,000	49.46
LPL Financial LLC	286,910	49.21
IAM Advisory, LLC	231,354	49.07
Jane Street Group, Llc	193,999	49.21
Ceera Investments, Llc	186,950	49.21
Wescott Financial Advisory Group, LLC	177,110	49.21

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
Bank Of America Corp /de/	17,555,351	49.21
Morgan Stanley	3,478,907	49.21
Orgel Wealth Management, LLC	2,677,719	49.21
Prudential Financial Inc	2,497,881	49.21
Pnc Financial Services Group, Inc.	1,743,731	49.21
MCF Advisors LLC	1,321,687	49.21
Wells Fargo & Company/mn	955,356	49.21
Royal Bank Of Canada	897,045	49.21
Financial Advisory Group	600,930	49.21
Catalyst Capital Advisors LLC	593,165	49.21
SHIEX - Catalyst/Exceed Defined Shield Fund Class A	593,165	49.21
Foresight Wealth Management, LLC	572,172	49.21
Carroll Financial Associates, Inc.	433,980	49.52
Stifel Financial Corp	389,186	49.21
Advisor Group Holdings, Inc.	361,750	51.07
PDBAX - PGIM TOTAL RETURN BOND FUND Class A	300,000	49.46
LPL Financial LLC	286,910	49.21
Jane Street Group, Llc	193,999	49.21
Ceera Investments, Llc	186,950	49.21
Wescott Financial Advisory Group, LLC	177,110	49.21

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
IAM Advisory, LLC	231,354	49.07

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Carroll Financial Associates, Inc.	433,980	49.52
AE Wealth Management LLC
Aurora Private Wealth, Inc.
Deutsche Bank Ag\
Foundations Investment Advisors, LLC
Lincoln National Corp
Avidian Wealth Solutions, LLC
Penserra Capital Management LLC
Excalibur Management Corp
RFG Advisory, LLC
Regions Financial Corp
HighTower Advisors, LLC
Fure Financial Corp
Sepio Capital, LP
CAPROCK Group, Inc.
Advisor Resource Council
HOM - LifeGoal Home Down Payment Investment ETF
Ridgecrest Wealth Partners, Llc
Sterling Investment Advisors, Ltd.
Cetera Investment Advisers
Bnp Paribas Arbitrage, Sa
SAVN - LifeGoal Conservative Wealth Builder ETF
Horizon Financial Services, Llc
Proequities, Inc.
Advisory Alpha, LLC
Sowell Financial Services LLC
Ameriprise Financial Inc

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Orgel Wealth Management, LLC	2,414,910	49.07	2,677,719	49.21
Cedar Mountain Advisors, LLC	164,021	49.07	165,367	49.21
SAM Advisors, LLC	91,829	49.07	103,793	49.21
Elmwood Wealth Management, Inc.	51,116	49.06	54,606	49.21
Vista Private Wealth Partners. LLC	34,883	48.96	48,841	49.16
Cambridge Investment Research Advisors, Inc.	20,359	49.07	25,567	49.20
First Citizens Financial Corp	12,773	49.09	22,437	49.20
Global Retirement Partners, LLC	12,705	49.04	10,548	49.11
Private Advisor Group, LLC	7,976	49.02	7,199	49.17
Sugarloaf Wealth Management, LLC	2,219	49.12	2,214	49.23

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
RWM Asset Management, LLC	283	49.47	1,369	48.94

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Global Retirement Partners, LLC	2,157	12,705	49.04	10,548	49.11	20.45
Private Advisor Group, LLC	777	7,976	49.02	7,199	49.17	10.79
Sugarloaf Wealth Management, LLC	5	2,219	49.12	2,214	49.23	0.23

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Orgel Wealth Management, LLC	262,809	2,414,910	49.07	2,677,719	49.21	-9.81
Vista Private Wealth Partners. LLC	13,958	34,883	48.96	48,841	49.16	-28.58
SAM Advisors, LLC	11,964	91,829	49.07	103,793	49.21	-11.53
First Citizens Financial Corp	9,664	12,773	49.09	22,437	49.20	-43.07
Cambridge Investment Research Advisors, Inc.	5,208	20,359	49.07	25,567	49.20	-20.37
Elmwood Wealth Management, Inc.	3,490	51,116	49.06	54,606	49.21	-6.39
Cedar Mountain Advisors, LLC	1,346	164,021	49.07	165,367	49.21	-0.81
RWM Asset Management, LLC	1,086	283	49.47	1,369	48.94	-79.33

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 1 New Institutes added position

Name	Shares	PPS
IAM Advisory, LLC	231,354	49.07

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Orgel Wealth Management, LLC	2,414,910	49.07	2,677,719	49.21
Cedar Mountain Advisors, LLC	164,021	49.07	165,367	49.21
SAM Advisors, LLC	91,829	49.07	103,793	49.21
Elmwood Wealth Management, Inc.	51,116	49.06	54,606	49.21
Vista Private Wealth Partners. LLC	34,883	48.96	48,841	49.16
Cambridge Investment Research Advisors, Inc.	20,359	49.07	25,567	49.20
Global Retirement Partners, LLC	12,705	49.04	10,548	49.11
Private Advisor Group, LLC	7,976	49.02	7,199	49.17
Sugarloaf Wealth Management, LLC	2,219	49.12	2,214	49.23

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
RWM Asset Management, LLC	283	49.47	1,369	48.94

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Global Retirement Partners, LLC	2,157	12,705	49.04	10,548	49.11	20.45
Private Advisor Group, LLC	777	7,976	49.02	7,199	49.17	10.79
Sugarloaf Wealth Management, LLC	5	2,219	49.12	2,214	49.23	0.23

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Orgel Wealth Management, LLC	262,809	2,414,910	49.07	2,677,719	49.21	-9.81
Vista Private Wealth Partners. LLC	13,958	34,883	48.96	48,841	49.16	-28.58
SAM Advisors, LLC	11,964	91,829	49.07	103,793	49.21	-11.53
Cambridge Investment Research Advisors, Inc.	5,208	20,359	49.07	25,567	49.20	-20.37
Elmwood Wealth Management, Inc.	3,490	51,116	49.06	54,606	49.21	-6.39
Cedar Mountain Advisors, LLC	1,346	164,021	49.07	165,367	49.21	-0.81
RWM Asset Management, LLC	1,086	283	49.47	1,369	48.94	-79.33

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