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 147 69.00 72.24 70.40
Previous Quarter 160 71.00 72.25 71.59

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 40 16 0 4 7
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 0 13 0 3 6
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 919,660 72.25
United Capital Financial Advisers, Llc 382,249 72.25
Bank Of America Corp /de/ 369,232 72.25
LPL Financial LLC 367,317 72.25
Raymond James & Associates 308,291 72.25
UBS Group AG 241,814 72.25
Wharton Business Group, LLC 171,439 72.25
Cambridge Investment Research Advisors, Inc. 168,378 58.67
Wells Fargo & Company/mn 158,082 72.25
Commonwealth Equity Services, Llc 157,899 72.25
Royal Bank Of Canada 143,916 72.25
Baird Financial Group, Inc. 119,248 72.25
Private Advisor Group, LLC 109,174 58.67
Trustcore Financial Services, Llc 101,326 72.25
Cwm, Llc 95,126 72.25
Goldman Sachs Group Inc 90,001 72.25
Envestnet Asset Management Inc 78,584 72.25
Truist Financial Corp 68,572 72.25
Ameriprise Financial Inc 55,616 72.05
Arkadios Wealth Advisors 49,789 0.06

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 919,660 72.25
United Capital Financial Advisers, Llc 382,249 72.25
Bank Of America Corp /de/ 369,232 72.25
LPL Financial LLC 367,317 72.25
Raymond James & Associates 308,291 72.25
UBS Group AG 241,814 72.25
Wharton Business Group, LLC 171,439 72.25
Cambridge Investment Research Advisors, Inc. 171,067 72.25
Prism Advisors, Inc. 159,229 72.25
Wells Fargo & Company/mn 158,082 72.25
Commonwealth Equity Services, Llc 157,899 72.25
Royal Bank Of Canada 143,916 72.25
Baird Financial Group, Inc. 119,248 72.25
Private Advisor Group, LLC 105,811 72.25
Trustcore Financial Services, Llc 101,326 72.25
Cwm, Llc 95,126 72.25
Goldman Sachs Group Inc 90,001 72.25
Envestnet Asset Management Inc 78,584 72.25
Truist Financial Corp 68,572 72.25
Ameriprise Financial Inc 55,616 72.05

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Parallel Advisors, LLC 12,330 73.15
Bbva Usa 1,571 73.84
Sonora Investment Management, LLC 715 74.13
IFP Advisors, Inc 150 80.00
Summit Wealth Group, LLC
Strategic Blueprint, LLC
Toroso Investments, LLC
Advisory Services Network, LLC
Riverpoint Wealth Management Holdings, LLC
Moody National Bank Trust Division
Emerald Investment Partners, Llc
CIBC World Markets Inc.
Anfield Capital Management, LLC
Ameritas Investment Partners, Inc.
First Heartland Consultants, Inc.
Barnett & Company, Inc.
Proequities, Inc.
Collaborative Investment Series Trust - Adaptive Core ETF
Win Advisors, Inc
Great Valley Advisor Group, Inc.
Wealthsource Partners, Llc
Creative Planning
Charter Oak Capital Management, LLC
Ellis Investment Partners, LLC
Almanack Investment Partners, LLC.
Mml Investors Services, Llc
Jacobi Capital Management LLC
Confluence Wealth Services, Inc.
Schrum Private Wealth Management LLC
Belpointe Asset Management LLC
Empowered Funds, LLC
Rodgers & Associates, LTD
Evolution Wealth Advisors, LLC
National Asset Management, Inc.
Beirne Wealth Consulting Services, LLC
Bristlecone Advisors, LLC
Lakeview Capital Partners, LLC
Financial Council Asset Management Inc
Atlas Private Wealth Advisors
AE Wealth Management LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 168,378 58.67 171,067 72.25
Private Advisor Group, LLC 109,174 58.67 105,811 72.25
Arkadios Wealth Advisors 49,789 0.06 37,065 0.08
Prism Advisors, Inc. 36,660 58.67 159,229 72.25
Ullmann Financial Group, Inc. 25,598 58.68 25,598 72.23
Koshinski Asset Management, Inc. 8,072 7,716 72.19
ACG Wealth 6,578 58.68 6,578 72.21
IAM Advisory, LLC 6,288 58.68 13,865 72.27
Flagship Harbor Advisors, Llc 5,717 58.60 5,817 72.20
Strategy Asset Managers Llc 5,330 58.72 7,048 72.22
HFG Advisors, Inc. 3,850 58.70 3,850 72.21
Asset Management Resources, LLC 3,640 58.79 4,015 72.23
Rosenberg Matthew Hamilton 1,010 58.42 1,010 72.28
GoalVest Advisory LLC 866 58.89 866 72.75
AdvisorNet Financial, Inc 577 58.93 1,373 72.10
M&r Capital Management Inc 411 58.39 410 70.73
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Arkadios Wealth Advisors 12,724 49,789 0.06 37,065 0.08 34.33
Private Advisor Group, LLC 3,363 109,174 58.67 105,811 72.25 3.18
Koshinski Asset Management, Inc. 356 8,072 7,716 72.19 4.61
M&r Capital Management Inc 1 411 58.39 410 70.73 0.24
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Prism Advisors, Inc. 122,569 36,660 58.67 159,229 72.25 -76.98
IAM Advisory, LLC 7,577 6,288 58.68 13,865 72.27 -54.65
Cambridge Investment Research Advisors, Inc. 2,689 168,378 58.67 171,067 72.25 -1.57
Strategy Asset Managers Llc 1,718 5,330 58.72 7,048 72.22 -24.38
AdvisorNet Financial, Inc 796 577 58.93 1,373 72.10 -57.98
Asset Management Resources, LLC 375 3,640 58.79 4,015 72.23 -9.34
Flagship Harbor Advisors, Llc 100 5,717 58.60 5,817 72.20 -1.72
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
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 168,378 58.67 171,067 72.25
Private Advisor Group, LLC 109,174 58.67 105,811 72.25
Arkadios Wealth Advisors 49,789 0.06 37,065 0.08
Prism Advisors, Inc. 36,660 58.67 159,229 72.25
Ullmann Financial Group, Inc. 25,598 58.68 25,598 72.23
Koshinski Asset Management, Inc. 8,072 7,716 72.19
ACG Wealth 6,578 58.68 6,578 72.21
IAM Advisory, LLC 6,288 58.68 13,865 72.27
Flagship Harbor Advisors, Llc 5,717 58.60 5,817 72.20
Strategy Asset Managers Llc 5,330 58.72 7,048 72.22
HFG Advisors, Inc. 3,850 58.70 3,850 72.21
Asset Management Resources, LLC 3,640 58.79 4,015 72.23
Rosenberg Matthew Hamilton 1,010 58.42 1,010 72.28
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Arkadios Wealth Advisors 12,724 49,789 0.06 37,065 0.08 34.33
Private Advisor Group, LLC 3,363 109,174 58.67 105,811 72.25 3.18
Koshinski Asset Management, Inc. 356 8,072 7,716 72.19 4.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Prism Advisors, Inc. 122,569 36,660 58.67 159,229 72.25 -76.98
IAM Advisory, LLC 7,577 6,288 58.68 13,865 72.27 -54.65
Cambridge Investment Research Advisors, Inc. 2,689 168,378 58.67 171,067 72.25 -1.57
Strategy Asset Managers Llc 1,718 5,330 58.72 7,048 72.22 -24.38
Asset Management Resources, LLC 375 3,640 58.79 4,015 72.23 -9.34
Flagship Harbor Advisors, Llc 100 5,717 58.60 5,817 72.20 -1.72
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