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	398	475.00	64.60	390.98
Previous Quarter	430	649.00	64.62	384.49

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	111	71	4	19	34
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	3	22	1	5	11
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	1	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	1,941,718	64.62
LPL Financial LLC	1,014,034	64.62
UBS Group AG	734,260	64.62
Bank Of America Corp /de/	656,938	64.62
Wells Fargo & Company/mn	654,535	64.62
Portfolio Strategies, Inc.	531,186	64.56
Jane Street Group, Llc	412,400	64.62
CIBC Private Wealth Group, LLC	353,018	64.62
Raymond James Financial Services Advisors, Inc.	349,849	64.62
Advisor Group Holdings, Inc.	329,584	59.68
Raymond James & Associates	256,168	64.62
Royal Bank Of Canada	234,334	64.62
Commonwealth Equity Services, Llc	216,089	52.20
Meitav Dash Investments Ltd	209,940	64.62
Wealthspire Advisors, LLC	200,222	64.62
First Trust Advisors Lp	196,692	64.62
Susquehanna International Group, Llp	194,900	64.62
Bank Hapoalim Bm	183,410	64.62
Creative Planning	172,069	64.63
Beaumont Financial Partners, LLC	168,561	64.62

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	1,941,718	64.62
LPL Financial LLC	1,014,034	64.62
UBS Group AG	734,260	64.62
Bank Of America Corp /de/	656,938	64.62
Wells Fargo & Company/mn	654,535	64.62
Portfolio Strategies, Inc.	531,186	64.56
Jane Street Group, Llc	412,400	64.62
CIBC Private Wealth Group, LLC	353,018	64.62
Raymond James Financial Services Advisors, Inc.	349,849	64.62
Advisor Group Holdings, Inc.	329,584	59.68
Commonwealth Equity Services, Llc	300,388	64.62
Raymond James & Associates	256,168	64.62
Royal Bank Of Canada	234,334	64.62
Meitav Dash Investments Ltd	209,940	64.62
Wealthspire Advisors, LLC	200,222	64.62
First Trust Advisors Lp	196,692	64.62
Susquehanna International Group, Llp	194,900	64.62
Bank Hapoalim Bm	183,410	64.62
Cambridge Investment Research Advisors, Inc.	179,622	64.62
Creative Planning	172,069	64.63

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Walker Asset Management, LLC	8,680	54.84

Recent Quarter 111 Institutes closed out their positions

Name	Shares	PPS
HighTower Advisors, LLC	70,636	64.51
Diversified, LLC	52,354	64.62
Trilogy Capital Inc.	39,494	64.62
Ameritas Investment Corp	35,775	0.06
DALT - Anfield Capital Diversified Alternatives ETF	15,393	77.44
IFP Advisors, Inc	14,717	68.56
Belvedere Trading LLC	11,500	60.43
Belvedere Trading LLC	11,500	60.43
Cascadia Advisory Services, LLC	9,776	62.60
My Personal CFO, LLC	7,485	64.66
Mid Atlantic Financial Management Inc/adv	4,408	62.61
Key Client Fiduciary Advisors, LLC	4,036	64.67
Arkadios Wealth Advisors	3,926
Clay Northam Wealth Management, LLC	3,910	64.71
WealthCare Investment Partners, LLC	3,879	60.58
Carroll Financial Associates, Inc.	3,505	67.90
PFG Advisors	3,256	64.50
Psagot Investment House Ltd.	2,598	62.74
Foresight Capital Management Advisors, Inc.	1,091	65.08
Koshinski Asset Management, Inc.	965	64.25
Crescent Capital Consulting, LLC	927	67.96
Gemmer Asset Management LLC	703	64.01
Reilly Financial Advisors, Llc	645	68.22
Global Trust Asset Management, LLC	501	63.87
Sonora Investment Management, LLC	498	62.25
Herold Advisors, Inc.	450	64620.00
Investmark Advisory Group LLC	300	66.67
Carolina Wealth Advisors, LLC	16	62.50
Platt Investment Counsel, LLC
Grant/GrossMendelsohn, LLC
Paradigm, Strategies in Wealth Management, LLC
Clear Creek Financial Management, LLC
Parisi Gray Wealth Management
AllSquare Wealth Management LLC
MUFG Americas Holdings Corp
Hilltop Holdings Inc.
Aquire Wealth Advisors, LLC
Total Clarity Wealth Management, Inc.
RWM Asset Management, LLC
Millennium Management Llc
Personal Wealth Partners
Gerber Kawasaki Wealth & Investment Management
Principle Wealth Partners Llc
Trinity Legacy Partners, LLC
Vista Finance, Llc
Signet Financial Management, Llc
Arlington Financial Advisors, LLC
Institutional & Family Asset Management, Llc
Sterling Manor Financial, LLC
BCJ Capital Management, LLC
Harel Insurance Investments & Financial Services Ltd.
Bank Julius Baer & Co. Ltd, Zurich
Wetherby Asset Management Inc
Stonehearth Capital Management, LLC
Comprehensive Financial Consultants Institutional, Inc.
Avestar Capital, LLC
Access Financial Services, Inc.
Walled Lake Planning & Wealth Management, Llc
Private Asset Management Inc
ExodusPoint Capital Management, LP
Edmond De Rothschild Holding S.a.
Brevan Howard Capital Management LP
Avitas Wealth Management LLC
Qube Research & Technologies Ltd
Paragon Wealth Strategies, LLC
Renaissance Technologies Llc
Eudaimonia Advisors Llc
CNB Bank
DB Wealth Management Group, LLC
Pinnacle Associates Ltd
Huntington National Bank
Parsons Capital Management Inc/ri
Ford Financial Group, LLC
Eaton Vance Management
Derbend Asset Management
Csenge Advisory Group
TriaGen Wealth Management LLC
Psagot Value Holdings Ltd. / (Israel)
Triumph Capital Management
Montag A & Associates Inc
Intrua Financial, LLC
TAP Consulting, LLC
Good Life Advisors, LLC
Ayalon Holdings Ltd.
Synergy Financial Management, LLC
RFG Advisory, LLC
Barrett Asset Management, LLC
Wagner Wealth Management, Llc
USA Financial Portformulas Corp
High Net Worth Advisory Group LLC
Jacobi Capital Management LLC
Resources Investment Advisors, LLC.
Apollon Wealth Management, LLC
Brendel Financial Advisors LLC
Pacitti Group Inc.
ProVise Management Group, LLC
V Wealth Advisors LLC
Seacrest Wealth Management, Llc
Vigilare Wealth Management
Inscription Capital, LLC
Lido Advisors, LLC
GWM Advisors LLC
Flow Traders U.s. Llc
D'Orazio & Associates, Inc.
Insight Advisors, LLC/ PA
Advisor Resource Council
Consilio Wealth Advisors, Llc
Advanced Research Investment Solutions, Llc
StoneX Group Inc.
Golden State Wealth Management, LLC
Strategic Blueprint, LLC

Recent Quarter 71 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	216,089	52.20	300,388	64.62
Consolidated Capital Management, Llc	138,158	52.20	139,049	64.62
Money Design Co.,Ltd.	109,819	52.20	97,596	64.62
Cambridge Investment Research Advisors, Inc.	98,780	52.20	179,622	64.62
Private Advisor Group, LLC	66,954	52.20	73,977	64.63
Milestone Advisory Partners	24,937	51.93	48,854	80.01
Western Wealth Management, LLC	24,762	52.18	27,982	64.61
Truist Financial Corp	23,770	52.21	11,285	64.60
Park National Corp /oh/	22,638	52.21	22,667	64.59
Flagship Harbor Advisors, Llc	22,462	52.22	23,777	64.60
Great Valley Advisor Group, Inc.	22,053	52.24	11,472	65.03
Paragon Private Wealth Management, LLC	20,831	52.18	21,395	58.10
Secure Asset Management, LLC	20,368	52.19	20,478	64.61
Wealthfront Advisers Llc	18,086	52.20	13,182	64.63
Stratos Wealth Partners, LTD.	16,636	52.18	24,728	64.62
City Holding Co	15,641	52.17	20,286	64.63
All Season Financial Advisors, Inc.	12,212	52.16	13,521	64.64
Raymond James Trust N.a.	11,693	52.17	11,977	64.62
Mayflower Financial Advisors, LLC	11,323	52.19	11,532	64.60
Acorn Financial Advisory Services Inc /adv	10,665	52.23	10,029	64.61

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Onyx Bridge Wealth Group LLC	21,120	54.55	20,912	52.41
Global Retirement Partners, LLC	1,171	52.09	1,121	49.96
Worth Asset Management, LLC	1,120	51.79	1,500	46.67
Activest Wealth Management	128	54.69	0

Recent Quarter 19 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Truist Financial Corp	12,485	23,770	52.21	11,285	64.60	110.63
Money Design Co.,Ltd.	12,223	109,819	52.20	97,596	64.62	12.52
Great Valley Advisor Group, Inc.	10,581	22,053	52.24	11,472	65.03	92.23
Wealthfront Advisers Llc	4,904	18,086	52.20	13,182	64.63	37.20
Joel Isaacson & Co., LLC	865	6,214	52.14	5,349	58.89	16.17
Acorn Financial Advisory Services Inc /adv	636	10,665	52.23	10,029	64.61	6.34
Cambridge Advisors Inc.	370	4,173	52.24	3,803	64.69	9.73
YHB Investment Advisors, Inc.	275	4,325	52.25	4,050	64.69	6.79
Onyx Bridge Wealth Group LLC	208	21,120	54.55	20,912	52.41	0.99
MAI Capital Management	166	5,301	52.25	5,135	64.65	3.23
Activest Wealth Management	128	128	54.69	0		0.00
Kaizen Financial Strategies	109	4,419	52.27	4,310	64.73	2.53
JNBA Financial Advisors	61	1,906	51.94	1,845	64.50	3.31
Global Retirement Partners, LLC	50	1,171	52.09	1,121	49.96	4.46
First Heartland Consultants, Inc.	50	3,998	52.03	3,948	64.59	1.27
Claudia M.p. Batlle, Crp (r) Llc	43	5,552	52.23	5,509	64.62	0.78
Strategic Asset Management, LLC	20	528	53.03	508	64.96	3.94
Harbor Investment Advisory, Llc	5	308	51.95	303	66.01	1.65
Bft Financial Group, Llc	1	5,507	52.12	5,506	64.66	0.02

Recent Quarter 34 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	84,299	216,089	52.20	300,388	64.62	-28.06
Cambridge Investment Research Advisors, Inc.	80,842	98,780	52.20	179,622	64.62	-45.01
Milestone Advisory Partners	23,917	24,937	51.93	48,854	80.01	-48.96
Stratos Wealth Partners, LTD.	8,092	16,636	52.18	24,728	64.62	-32.72
American Institute for Advanced Investment Management, LLP	7,165	8,905	52.22	16,070	64.59	-44.59
Private Advisor Group, LLC	7,023	66,954	52.20	73,977	64.63	-9.49
Money Concepts Capital Corp	5,792	335	50.75	6,127	64.63	-94.53
Spire Wealth Management	5,490	2,247	52.07	7,737	64.62	-70.96
City Holding Co	4,645	15,641	52.17	20,286	64.63	-22.90
Western Wealth Management, LLC	3,220	24,762	52.18	27,982	64.61	-11.51
GPS Wealth Strategies Group, LLC	1,749	6,942	52.15	8,691	64.66	-20.12
Chiron Capital Management, Llc	1,700	5,110	52.25	6,810	64.61	-24.96
Flagship Harbor Advisors, Llc	1,315	22,462	52.22	23,777	64.60	-5.53
PCG Wealth Advisors, LLC	1,309	9,309	52.21	10,618	64.61	-12.33
All Season Financial Advisors, Inc.	1,309	12,212	52.16	13,521	64.64	-9.68
Geneos Wealth Management Inc.	1,052	5,222	51.90	6,274	64.55	-16.77
Consolidated Capital Management, Llc	891	138,158	52.20	139,049	64.62	-0.64
PSI Advisors, LLC	835	820	52.44	1,655	64.65	-50.45
Wedbush Securities Inc	750	7,637	52.25	8,387	64.62	-8.94
Paragon Private Wealth Management, LLC	564	20,831	52.18	21,395	58.10	-2.64

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	11,500

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
Walker Asset Management, LLC	8,680	54.84

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Gemmer Asset Management LLC	703	64.01
Trilogy Capital Inc.	39,494	64.62
Clay Northam Wealth Management, LLC	3,910	64.71

Past Week 22 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Consolidated Capital Management, Llc	138,158	52.20	139,049	64.62
Truist Financial Corp	23,770	52.21	11,285	64.60
Secure Asset Management, LLC	20,368	52.19	20,478	64.61
Wealthfront Advisers Llc	18,086	52.20	13,182	64.63
Stratos Wealth Partners, LTD.	16,636	52.18	24,728	64.62
Stratos Wealth Advisors, LLC	9,429	52.18	9,542	64.66
American Institute for Advanced Investment Management, LLP	8,905	52.22	16,070	64.59
Howland Capital Management Llc	8,050	52.17	8,050	64.60
Wedbush Securities Inc	7,637	52.25	8,387	64.62
Claudia M.p. Batlle, Crp (r) Llc	5,552	52.23	5,509	64.62
Geneos Wealth Management Inc.	5,222	51.90	6,274	64.55
Mcdonald Partners Llc	5,111	52.24	5,356	64.60
Chiron Capital Management, Llc	5,110	52.25	6,810	64.61
Townsend Asset Management Corp /nc/ /adv	4,798	52.11	4,798	64.61
Mattern Wealth Management LLC	4,199	52.16	4,676	64.59
Spire Wealth Management	2,247	52.07	7,737	64.62
JNBA Financial Advisors	1,906	51.94	1,845	64.50
Endurance Wealth Management, Inc.	1,000	52.00	1,000	65.00
Capital Investment Advisory Services, LLC	865	52.02	865	64.74
Sandy Spring Bank	175	51.43	175	62.86
Toth Financial Advisory Corp	173	52.02	173	63.58
Charter Oak Capital Management, LLC	136	51.47	136	66.18

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Onyx Bridge Wealth Group LLC	21,120	54.55	20,912	52.41

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Truist Financial Corp	12,485	23,770	52.21	11,285	64.60	110.63
Wealthfront Advisers Llc	4,904	18,086	52.20	13,182	64.63	37.20
Onyx Bridge Wealth Group LLC	208	21,120	54.55	20,912	52.41	0.99
JNBA Financial Advisors	61	1,906	51.94	1,845	64.50	3.31
Claudia M.p. Batlle, Crp (r) Llc	43	5,552	52.23	5,509	64.62	0.78

Past Week 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Stratos Wealth Partners, LTD.	8,092	16,636	52.18	24,728	64.62	-32.72
American Institute for Advanced Investment Management, LLP	7,165	8,905	52.22	16,070	64.59	-44.59
Spire Wealth Management	5,490	2,247	52.07	7,737	64.62	-70.96
Chiron Capital Management, Llc	1,700	5,110	52.25	6,810	64.61	-24.96
Geneos Wealth Management Inc.	1,052	5,222	51.90	6,274	64.55	-16.77
Consolidated Capital Management, Llc	891	138,158	52.20	139,049	64.62	-0.64
Wedbush Securities Inc	750	7,637	52.25	8,387	64.62	-8.94
Mattern Wealth Management LLC	477	4,199	52.16	4,676	64.59	-10.20
Mcdonald Partners Llc	245	5,111	52.24	5,356	64.60	-4.57
Stratos Wealth Advisors, LLC	113	9,429	52.18	9,542	64.66	-1.18
Secure Asset Management, LLC	110	20,368	52.19	20,478	64.61	-0.54

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Belvedere Trading LLC	11,500

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