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 68 1085.00 56.16 419.41
Previous Quarter 77 1066.00 56.16 422.05

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 23 5 0 3 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 1 4 0 3 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
Morgan Stanley 245,754 56.17
UBS Group AG 115,916 56.17
LPL Financial LLC 98,759 56.17
Csenge Advisory Group 85,694 0.06
Kestra Private Wealth Services, Llc 66,967 56.18
Wells Fargo & Company/mn 51,816 56.16
Raymond James & Associates 41,330 56.18
Keeley-Teton Advisors, LLC 35,770 56.16
Citadel Advisors Llc 30,880 56.22
Susquehanna International Group, Llp 30,568 56.24
Advisor Group Holdings, Inc. 27,927 56.18
Sterling Manor Financial, LLC 27,337 56.19
Bank Of America Corp /de/ 23,295 56.19
Commonwealth Equity Services, Llc 18,343 56.15
Ignite Planners, LLC 16,985 50.52
Cambridge Investment Research Advisors, Inc. 16,017 49.70
Greenwich Wealth Management LLC 14,678 56.14
Signet Financial Management, Llc 10,720 56.16
Goldman Sachs Group Inc 9,972 56.16
IFG Advisory, LLC 9,888 56.13

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 245,754 56.17
UBS Group AG 115,916 56.17
LPL Financial LLC 98,759 56.17
Csenge Advisory Group 85,694 0.06
Kestra Private Wealth Services, Llc 66,967 56.18
Wells Fargo & Company/mn 51,816 56.16
Raymond James & Associates 41,330 56.18
Keeley-Teton Advisors, LLC 35,770 56.16
Citadel Advisors Llc 30,880 56.22
Susquehanna International Group, Llp 30,568 56.24
Advisor Group Holdings, Inc. 27,927 56.18
Sterling Manor Financial, LLC 27,337 56.19
Bank Of America Corp /de/ 23,295 56.19
Commonwealth Equity Services, Llc 18,343 56.15
Ignite Planners, LLC 17,113 53.76
Greenwich Wealth Management LLC 14,678 56.14
Signet Financial Management, Llc 10,720 56.16
Goldman Sachs Group Inc 9,972 56.16
IFG Advisory, LLC 9,888 56.13
Raymond James Financial Services Advisors, Inc. 9,000 56.22

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Koshinski Asset Management, Inc. 270 55.56
Citigroup Inc
Cetera Advisor Networks LLC
Advisory Services Network, LLC
Baird Financial Group, Inc.
Janney Montgomery Scott LLC
Benjamin F. Edwards & Company, Inc.
Precision Wealth Strategies, LLC
IFP Advisors, Inc
Barclays Plc
Quadrant Capital Group Llc
Snowden Capital Advisors LLC
Us Bancorp \de\
WMG Financial Advisors, LLC
Truist Financial Corp
Arkadios Wealth Advisors
Fsb Premier Wealth Management, Inc.
Harbour Investments, Inc.
Jaffetilchin Investment Partners, LLC
Selective Wealth Management, Inc.
O'Dell Group, LLC
Signaturefd, Llc
AE Wealth Management LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Ignite Planners, LLC 16,985 50.52 17,113 53.76
Cambridge Investment Research Advisors, Inc. 16,017 49.70 8,259 56.18
Pinnacle Private Wealth, LLC 4,577 49.81 4,574 56.19
Independence Bank of Kentucky 700 50.00 700 55.71
Global Retirement Partners, LLC 354 50.85 352 51.14
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 7,758 16,017 49.70 8,259 56.18 93.93
Pinnacle Private Wealth, LLC 3 4,577 49.81 4,574 56.19 0.07
Global Retirement Partners, LLC 2 354 50.85 352 51.14 0.57
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ignite Planners, LLC 128 16,985 50.52 17,113 53.76 -0.75
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
Koshinski Asset Management, Inc. 270 55.56
Name Current Shares Current PPS Previous Shares Previous PPS
Ignite Planners, LLC 16,985 50.52 17,113 53.76
Cambridge Investment Research Advisors, Inc. 16,017 49.70 8,259 56.18
Pinnacle Private Wealth, LLC 4,577 49.81 4,574 56.19
Global Retirement Partners, LLC 354 50.85 352 51.14
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 7,758 16,017 49.70 8,259 56.18 93.93
Pinnacle Private Wealth, LLC 3 4,577 49.81 4,574 56.19 0.07
Global Retirement Partners, LLC 2 354 50.85 352 51.14 0.57
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ignite Planners, LLC 128 16,985 50.52 17,113 53.76 -0.75
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