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	243	24.00	24.93	24.87
Previous Quarter	259	25.00	24.93	24.90

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	76	16	1	7	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	1	8	14	0	7	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
Bank Of America Corp /de/	24,482,161	24.93
UBS Group AG	4,177,217	24.93
Envestnet Asset Management Inc	2,422,024	24.93
Trustmark National Bank Trust Department	1,839,229	24.93
Morgan Stanley	1,804,035	24.93
Advisor Group Holdings, Inc.	1,142,426	24.93
LPL Financial LLC	1,048,863	24.93
Royal Bank Of Canada	910,706	24.93
Ameriprise Financial Inc	786,194	24.93
Pnc Financial Services Group, Inc.	754,157	24.93
Monticello Wealth Management, Llc	746,366	24.93
Karpus Management, Inc.	611,560	24.93
Stifel Financial Corp	557,545	24.93
Wells Fargo & Company/mn	539,692	24.93
GWM Advisors LLC	403,961	24.93
Assetmark, Inc	363,303	24.93
Northwestern Mutual Wealth Management Co	316,394	24.93
Comerica Securities,inc.	300,970	24.93
Rockefeller Capital Management L.P.	250,342	24.93
Jane Street Group, Llc	224,376	24.93

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/	24,482,161	24.93
UBS Group AG	4,177,217	24.93
Envestnet Asset Management Inc	2,422,024	24.93
Trustmark National Bank Trust Department	1,839,229	24.93
Morgan Stanley	1,804,035	24.93
Advisor Group Holdings, Inc.	1,142,426	24.93
LPL Financial LLC	1,048,863	24.93
Royal Bank Of Canada	910,706	24.93
Ameriprise Financial Inc	786,194	24.93
Pnc Financial Services Group, Inc.	754,157	24.93
Monticello Wealth Management, Llc	746,366	24.93
Karpus Management, Inc.	611,560	24.93
Stifel Financial Corp	557,545	24.93
Wells Fargo & Company/mn	539,692	24.93
Mid Atlantic Financial Management Inc/adv	410,152	26.86
GWM Advisors LLC	403,961	24.93
Assetmark, Inc	363,303	24.93
Northwestern Mutual Wealth Management Co	316,394	24.93
Comerica Securities,inc.	300,970	24.93
Rockefeller Capital Management L.P.	250,342	24.93

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Brookstone Capital Management	155,165	23.70

Recent Quarter 76 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	410,152	26.86
Calton & Associates, Inc.	69,511	24.92
Cardan Capital Partners, LLC	66,893	26.86
Procyon Private Wealth Partners, LLC	28,980	24.91
Moseley Investment Management Inc	8,169	24.97
American National Bank	6,487	24.97
IFP Advisors, Inc	5,929	27.49
Baldrige Asset Management LLC	2,142	24.74
Koshinski Asset Management, Inc.	1,151	25.20
Vigilant Capital Management, LLC	1,006	24.85
Atticus Wealth Management, Llc	1,002	24.95
Carroll Financial Associates, Inc.	400	25.00
Heritage Wealth Management, Llc	161	24.84
Cedar Mountain Advisors, LLC	97	20.62
Foresight Capital Management Advisors, Inc.
Signaturefd, Llc
Flynn Zito Capital Management, Llc
Sowell Financial Services LLC
Webster Bank, N. A.
Mariner, LLC
Lincoln National Corp
Arkadios Wealth Advisors
Atlas Private Wealth Advisors
Liberty Wealth Management Llc
Bartlett & Co. LLC
Valmark Advisers, Inc.
Csenge Advisory Group
Insight Wealth Partners, LLC
Venture Visionary Partners LLC
Signature Securities Group Corporation
Mutual Advisors, LLC
Plante Moran Financial Advisors, LLC
Fifth Third Securities, Inc.
Pinnacle Financial Partners Inc
Total Clarity Wealth Management, Inc.
IHT Wealth Management, LLC
DAVENPORT & Co LLC
Boston Private Wealth Llc
Insight Inv LLC
JNBA Financial Advisors
Parallel Advisors, LLC
Anderson Hoagland & Co
Huntington National Bank
Comerica Bank
Regent Peak Wealth Advisors LLC
Sutton Place Investors Llc
Boenning & Scattergood, Inc.
Financial Advocates Investment Management
Citadel Advisors Llc
Apollon Wealth Management, LLC
ARGI Investment Services, LLC
Barclays Plc
Bank Of The West
Jaffetilchin Investment Partners, LLC
Credit Suisse Ag/
Kestra Advisory Services, LLC
Barrett Asset Management, LLC
Advisory Services Network, LLC
Empowered Funds, LLC
Savior LLC
Nations Financial Group Inc, /ia/ /adv
O'Dell Group, LLC
Pacitti Group Inc.
Regal Investment Advisors LLC
CoreCap Advisors, LLC
Crestwood Advisors Group LLC
Alera Investment Advisors, LLC
Confluence Wealth Services, Inc.
Moors & Cabot, Inc.
Qube Research & Technologies Ltd
Intellectus Partners, LLC
Insight Wealth Strategies, LLC
Parallel Advisors, LLC
RFG Advisory, LLC
Northern Oak Wealth Management Inc
Tower Research Capital LLC (TRC)

Recent Quarter 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
McAdam, LLC	170,218	23.44	131,437	24.93
Advisory Alpha, LLC	69,346	23.43	101,885	24.93
Arden Trust Co	65,921	23.44	89,296	24.93
Mascoma Wealth Management LLC	57,897	23.44	54,120	24.93
Cambridge Investment Research Advisors, Inc.	47,487	23.44	165,513	24.93
First Affirmative Financial Network	29,173	23.45	30,202	24.93
FOCUS Wealth Advisors, LLC	26,389	23.46	25,879	24.92
Private Advisor Group, LLC	22,403	23.43	19,522	24.95
BerganKDV Wealth Management, LLC	21,250	23.44	22,099	24.93
Allworth Financial LP	20,134	23.44	6,524	24.98
Melone Private Wealth, LLC	19,865	23.71	19,739	23.86
First Heartland Consultants, Inc.	17,526	23.39	18,371	24.88
APCM Wealth Management for Individuals	10,936	23.41	10,936	24.96
Trust Co	2,404	23.29	2,404	24.96
Danda Trouve Investment Management, Inc.	1,132	23.85	1,125	24.89
AdvisorNet Financial, Inc	616	22.73	616	24.35

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Massmutual Trust Co Fsb/adv	35,109	0.03	55,732	0.02

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
McAdam, LLC	38,781	170,218	23.44	131,437	24.93	29.51
Allworth Financial LP	13,610	20,134	23.44	6,524	24.98	208.61
Mascoma Wealth Management LLC	3,777	57,897	23.44	54,120	24.93	6.98
Private Advisor Group, LLC	2,881	22,403	23.43	19,522	24.95	14.76
FOCUS Wealth Advisors, LLC	510	26,389	23.46	25,879	24.92	1.97
Melone Private Wealth, LLC	126	19,865	23.71	19,739	23.86	0.64
Danda Trouve Investment Management, Inc.	7	1,132	23.85	1,125	24.89	0.62

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	118,026	47,487	23.44	165,513	24.93	-71.31
Advisory Alpha, LLC	32,539	69,346	23.43	101,885	24.93	-31.94
Arden Trust Co	23,375	65,921	23.44	89,296	24.93	-26.18
Massmutual Trust Co Fsb/adv	20,623	35,109	0.03	55,732	0.02	-37.00
First Affirmative Financial Network	1,029	29,173	23.45	30,202	24.93	-3.41
BerganKDV Wealth Management, LLC	849	21,250	23.44	22,099	24.93	-3.84
First Heartland Consultants, Inc.	845	17,526	23.39	18,371	24.88	-4.60

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
Brookstone Capital Management	155,165	23.70

Past Week 8 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	1,151	25.20
Cedar Mountain Advisors, LLC	97	20.62
Moseley Investment Management Inc	8,169	24.97
Procyon Private Wealth Partners, LLC	28,980	24.91
Atticus Wealth Management, Llc	1,002	24.95
American National Bank	6,487	24.97
Baldrige Asset Management LLC	2,142	24.74
Calton & Associates, Inc.	69,511	24.92

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
McAdam, LLC	170,218	23.44	131,437	24.93
Advisory Alpha, LLC	69,346	23.43	101,885	24.93
Arden Trust Co	65,921	23.44	89,296	24.93
Mascoma Wealth Management LLC	57,897	23.44	54,120	24.93
Cambridge Investment Research Advisors, Inc.	47,487	23.44	165,513	24.93
First Affirmative Financial Network	29,173	23.45	30,202	24.93
FOCUS Wealth Advisors, LLC	26,389	23.46	25,879	24.92
Private Advisor Group, LLC	22,403	23.43	19,522	24.95
BerganKDV Wealth Management, LLC	21,250	23.44	22,099	24.93
Allworth Financial LP	20,134	23.44	6,524	24.98
Melone Private Wealth, LLC	19,865	23.71	19,739	23.86
First Heartland Consultants, Inc.	17,526	23.39	18,371	24.88
APCM Wealth Management for Individuals	10,936	23.41	10,936	24.96
Danda Trouve Investment Management, Inc.	1,132	23.85	1,125	24.89

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
McAdam, LLC	38,781	170,218	23.44	131,437	24.93	29.51
Allworth Financial LP	13,610	20,134	23.44	6,524	24.98	208.61
Mascoma Wealth Management LLC	3,777	57,897	23.44	54,120	24.93	6.98
Private Advisor Group, LLC	2,881	22,403	23.43	19,522	24.95	14.76
FOCUS Wealth Advisors, LLC	510	26,389	23.46	25,879	24.92	1.97
Melone Private Wealth, LLC	126	19,865	23.71	19,739	23.86	0.64
Danda Trouve Investment Management, Inc.	7	1,132	23.85	1,125	24.89	0.62

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	118,026	47,487	23.44	165,513	24.93	-71.31
Advisory Alpha, LLC	32,539	69,346	23.43	101,885	24.93	-31.94
Arden Trust Co	23,375	65,921	23.44	89,296	24.93	-26.18
First Affirmative Financial Network	1,029	29,173	23.45	30,202	24.93	-3.41
BerganKDV Wealth Management, LLC	849	21,250	23.44	22,099	24.93	-3.84
First Heartland Consultants, Inc.	845	17,526	23.39	18,371	24.88	-4.60

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