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 82 42.00 42.70 42.04
Previous Quarter 87 42.00 42.71 42.28

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 18 6 0 4 2
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 6 0 4 2
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
HighTower Advisors, LLC 619,078 42.69
Morgan Stanley 361,490 42.71
Bank Of America Corp /de/ 256,147 42.71
Wells Fargo & Company/mn 253,982 42.71
Raymond James Financial Services Advisors, Inc. 195,645 42.71
LPL Financial LLC 193,719 42.71
Janney Montgomery Scott LLC 182,199 42.71
UBS Group AG 173,446 42.71
Fortis Advisors, LLC 164,102 34.78
Private Advisor Group, LLC 96,728 38.21
Ameriprise Financial Inc 76,167 42.71
SILVER OAK SECURITIES, Inc 71,657 43.42
Raymond James & Associates 60,116 42.72
Truist Financial Corp 54,330 42.70
Afg Fiduciary Services Limited Partnership 41,650 42.71
Royal Bank Of Canada 40,991 42.72
Financial Management Professionals, Inc. 40,935 38.21
Old Mission Capital Llc 34,085 42.72
Cetera Advisor Networks LLC 30,628 42.71
Prospera Financial Services Inc 24,533 42.72

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
HighTower Advisors, LLC 619,078 42.69
Morgan Stanley 361,490 42.71
Bank Of America Corp /de/ 256,147 42.71
Wells Fargo & Company/mn 253,982 42.71
Raymond James Financial Services Advisors, Inc. 195,645 42.71
LPL Financial LLC 193,719 42.71
Janney Montgomery Scott LLC 182,199 42.71
UBS Group AG 173,446 42.71
Fortis Advisors, LLC 164,102 34.78
Private Advisor Group, LLC 93,419 42.71
Ameriprise Financial Inc 76,167 42.71
SILVER OAK SECURITIES, Inc 71,657 43.42
Raymond James & Associates 60,116 42.72
Truist Financial Corp 54,330 42.70
Afg Fiduciary Services Limited Partnership 41,650 42.71
Royal Bank Of Canada 40,991 42.72
Old Mission Capital Llc 34,085 42.72
Cetera Advisor Networks LLC 30,628 42.71
Financial Management Professionals, Inc. 25,132 42.69
Prospera Financial Services Inc 24,533 42.72

 

Recent Quarter Analysis

Name Shares PPS
Allworth Financial LP 28 35.71
Name Shares PPS
HighTower Advisors, LLC 619,078 42.69
IFP Advisors, Inc 1,730 30.64
Mainstay Capital Management Llc /adv
Advisory Services Network, LLC
Sowell Financial Services LLC
Kingsview Wealth Management, LLC
CoreCap Advisors, LLC
Glassman Wealth Services
FourThought Financial, LLC
Kalos Management, Inc.
Advisors Preferred, LLC
National Asset Management, Inc.
Sunbelt Securities, Inc.
Jane Street Group, Llc
Proequities, Inc.
Citadel Advisors Llc
Fmr Llc
CIBC World Markets Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 96,728 38.21 93,419 42.71
Financial Management Professionals, Inc. 40,935 38.21 25,132 42.69
Strategy Asset Managers Llc 16,765 38.23 15,665 42.71
Minichmacgregor Wealth Management, Llc 11,269 38.16 12,879 42.71
Cambridge Investment Research Advisors, Inc. 9,476 38.20 16,967 42.73
Murphy Capital Management Inc 5,480 38.14 5,140 42.61
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Financial Management Professionals, Inc. 15,803 40,935 38.21 25,132 42.69 62.88
Private Advisor Group, LLC 3,309 96,728 38.21 93,419 42.71 3.54
Strategy Asset Managers Llc 1,100 16,765 38.23 15,665 42.71 7.02
Murphy Capital Management Inc 340 5,480 38.14 5,140 42.61 6.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 7,491 9,476 38.20 16,967 42.73 -44.15
Minichmacgregor Wealth Management, Llc 1,610 11,269 38.16 12,879 42.71 -12.50
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
Allworth Financial LP 28 35.71
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 96,728 38.21 93,419 42.71
Financial Management Professionals, Inc. 40,935 38.21 25,132 42.69
Strategy Asset Managers Llc 16,765 38.23 15,665 42.71
Minichmacgregor Wealth Management, Llc 11,269 38.16 12,879 42.71
Cambridge Investment Research Advisors, Inc. 9,476 38.20 16,967 42.73
Murphy Capital Management Inc 5,480 38.14 5,140 42.61
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Financial Management Professionals, Inc. 15,803 40,935 38.21 25,132 42.69 62.88
Private Advisor Group, LLC 3,309 96,728 38.21 93,419 42.71 3.54
Strategy Asset Managers Llc 1,100 16,765 38.23 15,665 42.71 7.02
Murphy Capital Management Inc 340 5,480 38.14 5,140 42.61 6.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 7,491 9,476 38.20 16,967 42.73 -44.15
Minichmacgregor Wealth Management, Llc 1,610 11,269 38.16 12,879 42.71 -12.50
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