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	142	298.00	30.84	115.89
Previous Quarter	159	292.00	30.84	117.22

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	42	15	0	7	4
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	2	11	0	6	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
Morgan Stanley	6,473,987	30.84
Baystate Wealth Management LLC	1,426,126	30.84
Coldstream Capital Management Inc	1,199,675	30.84
HighTower Advisors, LLC	953,222	30.81
Royal Bank Of Canada	917,440	30.84
Alaska Permanent Capital Management	666,042	28.69
Brio Consultants, LLC	641,622	28.50
Ameriprise Financial Inc	601,217	30.84
APCM Wealth Management for Individuals	523,194	28.69
Envestnet Asset Management Inc	515,072	30.84
Brinker Capital Investments, LLC	511,724	30.84
Quantitative Advantage, LLC	487,712	30.84
Dubuque Bank & Trust Co	452,140	28.69
Central Bank & Trust Co	435,839	30.84
Aspiriant, Llc	332,571	30.84
Wells Fargo & Company/mn	319,692	30.84
Harwood Advisory Group, LLC	253,451	30.84
Verdence Capital Advisors LLC	235,913	30.84
Advisor Group Holdings, Inc.	216,825	31.78
UBS Group AG	213,700	30.84

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	6,473,987	30.84
Baystate Wealth Management LLC	1,426,126	30.84
Coldstream Capital Management Inc	1,199,675	30.84
HighTower Advisors, LLC	953,222	30.81
Royal Bank Of Canada	917,440	30.84
Alaska Permanent Capital Management	780,401	30.84
Ameriprise Financial Inc	601,217	30.84
Envestnet Asset Management Inc	515,072	30.84
Brinker Capital Investments, LLC	511,724	30.84
APCM Wealth Management for Individuals	506,367	30.84
Quantitative Advantage, LLC	487,712	30.84
Dubuque Bank & Trust Co	451,496	30.84
Central Bank & Trust Co	435,839	30.84
Aspiriant, Llc	332,571	30.84
Wells Fargo & Company/mn	319,692	30.84
Harwood Advisory Group, LLC	253,451	30.84
Verdence Capital Advisors LLC	235,913	30.84
Advisor Group Holdings, Inc.	216,825	31.78
UBS Group AG	213,700	30.84
LFA - Lugano Financial Advisors SA	209,993	30.84

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Gradient Investments LLC	0

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
DALT - Anfield Capital Diversified Alternatives ETF	42,724	32.09
Mid Atlantic Financial Management Inc/adv	14,167	31.76
Koshinski Asset Management, Inc.	757	30.38
Gradient Investments LLC	43	23.26
IFP Advisors, Inc	5	400.00
Gradient Investments LLC
PRW Wealth Management LLC
Kowal Investment Group, LLC
Citigroup Inc
Capital Analysts, Inc.
Qube Research & Technologies Ltd
Pnc Financial Services Group, Inc.
Old Mission Capital Llc
Patriot Financial Group Insurance Agency, LLC
Barclays Plc
Advisory Services Network, LLC
Valley National Advisers Inc
Us Bancorp \de\
Efficient Advisors, LLC
Fsb Premier Wealth Management, Inc.
Kb Financial Partners, Llc
Signet Financial Management, Llc
CoreCap Advisors, LLC
Baird Financial Group, Inc.
Two Sigma Securities, Llc
Janney Montgomery Scott LLC
Strategic Blueprint, LLC
Little House Capital Llc
Consolidated Planning Corp
Harbour Investments, Inc.
Truist Financial Corp
Bessemer Group Inc
Proequities, Inc.
Curi Wealth Management, LLC
Confluence Wealth Services, Inc.
Wealthspire Advisors, LLC
Mml Investors Services, Llc
Mjp Associates Inc /adv
Hollencrest Capital Management
Johnson Financial Group, Inc.
Ellis Investment Partners, LLC
Ambassador Advisors, LLC

Recent Quarter 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Alaska Permanent Capital Management	666,042	28.69	780,401	30.84
Brio Consultants, LLC	641,622	28.50	205,342	30.84
APCM Wealth Management for Individuals	523,194	28.69	506,367	30.84
Dubuque Bank & Trust Co	452,140	28.69	451,496	30.84
Private Advisor Group, LLC	148,972	28.69	141,655	30.84
Cooper Financial Group	78,524	28.69	24,955	30.86
Appleton Partners Inc/ma	66,407	28.69	63,473	30.85
EFG Asset Management (Americas) Corp.	33,856	28.68	32,165	30.84
Cambridge Investment Research Advisors, Inc.	33,313	28.70	125,416	30.84
Modus Advisors, LLC	24,398	28.69	25,393	30.84
Richard P Slaughter Associates Inc	15,416	28.67	15,416	30.81
Allworth Financial LP	6,305	28.71	6,305	30.77
BerganKDV Wealth Management, LLC	3,175	28.66	3,175	30.87
Global Retirement Partners, LLC	1,973	28.89	1,973	29.40
AdvisorNet Financial, Inc	115	26.09	115	34.78

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Brio Consultants, LLC	436,280	641,622	28.50	205,342	30.84	212.47
Cooper Financial Group	53,569	78,524	28.69	24,955	30.86	214.66
APCM Wealth Management for Individuals	16,827	523,194	28.69	506,367	30.84	3.32
Private Advisor Group, LLC	7,317	148,972	28.69	141,655	30.84	5.17
Appleton Partners Inc/ma	2,934	66,407	28.69	63,473	30.85	4.62
EFG Asset Management (Americas) Corp.	1,691	33,856	28.68	32,165	30.84	5.26
Dubuque Bank & Trust Co	644	452,140	28.69	451,496	30.84	0.14

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Alaska Permanent Capital Management	114,359	666,042	28.69	780,401	30.84	-14.65
Cambridge Investment Research Advisors, Inc.	92,103	33,313	28.70	125,416	30.84	-73.44
Massmutual Trust Co Fsb/adv	1,100	3,485		4,585		-23.99
Modus Advisors, LLC	995	24,398	28.69	25,393	30.84	-3.92

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
Gradient Investments LLC	0

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Gradient Investments LLC
Koshinski Asset Management, Inc.	757	30.38

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Alaska Permanent Capital Management	666,042	28.69	780,401	30.84
Brio Consultants, LLC	641,622	28.50	205,342	30.84
APCM Wealth Management for Individuals	523,194	28.69	506,367	30.84
Dubuque Bank & Trust Co	452,140	28.69	451,496	30.84
Private Advisor Group, LLC	148,972	28.69	141,655	30.84
Cooper Financial Group	78,524	28.69	24,955	30.86
EFG Asset Management (Americas) Corp.	33,856	28.68	32,165	30.84
Cambridge Investment Research Advisors, Inc.	33,313	28.70	125,416	30.84
Allworth Financial LP	6,305	28.71	6,305	30.77
BerganKDV Wealth Management, LLC	3,175	28.66	3,175	30.87
Global Retirement Partners, LLC	1,973	28.89	1,973	29.40

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Brio Consultants, LLC	436,280	641,622	28.50	205,342	30.84	212.47
Cooper Financial Group	53,569	78,524	28.69	24,955	30.86	214.66
APCM Wealth Management for Individuals	16,827	523,194	28.69	506,367	30.84	3.32
Private Advisor Group, LLC	7,317	148,972	28.69	141,655	30.84	5.17
EFG Asset Management (Americas) Corp.	1,691	33,856	28.68	32,165	30.84	5.26
Dubuque Bank & Trust Co	644	452,140	28.69	451,496	30.84	0.14

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Alaska Permanent Capital Management	114,359	666,042	28.69	780,401	30.84	-14.65
Cambridge Investment Research Advisors, Inc.	92,103	33,313	28.70	125,416	30.84	-73.44

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