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 40 193.00 115.06 153.63
Previous Quarter 43 194.00 115.06 155.34

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 7 1 0 0 1
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 1 0 0 1
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
Ameriprise Financial Inc 49,776 115.66
Institute for Wealth Management, LLC. 24,416 115.05
LPL Financial LLC 20,008 115.05
Cambridge Investment Research Advisors, Inc. 16,442 94.39
Morgan Stanley 15,347 115.01
Goldman Sachs Group Inc 13,103 115.01
UBS Group AG 9,657 115.05
Citadel Advisors Llc 7,874 115.06
Wells Fargo & Company/mn 6,445 115.13
Bank Of America Corp /de/ 6,144 115.07
Commonwealth Equity Services, Llc 4,624 114.84
Royal Bank Of Canada 3,122 115.31
Advisor Group Holdings, Inc. 2,897 2854.68
HighTower Advisors, LLC 2,526 115.20
Flow Traders U.s. Llc 2,399 125.47
Cetera Advisor Networks LLC 2,178 115.24
Susquehanna International Group, Llp 1,996 115.23
MAI Capital Management 1,967 114.90
Mosaic Family Wealth, LLC 1,966 125.64
Novare Capital Management Llc 1,835 114.99

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
Ameriprise Financial Inc 49,776 115.66
Institute for Wealth Management, LLC. 24,416 115.05
LPL Financial LLC 20,008 115.05
Cambridge Investment Research Advisors, Inc. 16,443 115.06
Morgan Stanley 15,347 115.01
Goldman Sachs Group Inc 13,103 115.01
UBS Group AG 9,657 115.05
Citadel Advisors Llc 7,874 115.06
Wells Fargo & Company/mn 6,445 115.13
Bank Of America Corp /de/ 6,144 115.07
Commonwealth Equity Services, Llc 4,624 114.84
Royal Bank Of Canada 3,122 115.31
Advisor Group Holdings, Inc. 2,897 2854.68
HighTower Advisors, LLC 2,526 115.20
Flow Traders U.s. Llc 2,399 125.47
Cetera Advisor Networks LLC 2,178 115.24
Susquehanna International Group, Llp 1,996 115.23
MAI Capital Management 1,967 114.90
Mosaic Family Wealth, LLC 1,966 125.64
Novare Capital Management Llc 1,835 114.99

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Hochman Cole Investment Advisors, Inc.
Strategic Blueprint, LLC
Advisory Services Network, LLC
Eaton Vance Management
Proequities, Inc.
BDO Wealth Advisors, LLC
Vontobel Holding Ltd.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 16,442 94.39 16,443 115.06
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 1 16,442 94.39 16,443 115.06 -0.01
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. 16,442 94.39 16,443 115.06
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 1 16,442 94.39 16,443 115.06 -0.01
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