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	198	104.00	107.26	104.56
Previous Quarter	211	104.00	107.28	104.67

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	62	16	1	7	5
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	2	14	1	7	4
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	1,009	0.00	0.00	0	0.00	0.00
Previous Quarter	1,009	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	1,412,129	107.28
Wells Fargo & Company/mn	733,387	107.28
Raymond James & Associates	667,905	107.28
UBS Group AG	423,170	107.28
LPL Financial LLC	236,083	107.28
Commonwealth Equity Services, Llc	222,721	107.28
Bank Of America Corp /de/	196,217	107.28
Royal Bank Of Canada	184,543	107.28
Stifel Financial Corp	170,111	107.29
Good Life Advisors, LLC	154,698	107.28
Envestnet Asset Management Inc	153,776	107.28
First Republic Investment Management, Inc.	140,009	107.28
Raymond James Financial Services Advisors, Inc.	109,121	107.28
Manchester Financial Inc	92,693	107.28
Advisor Group Holdings, Inc.	86,952	98.85
New England Private Wealth Advisors LLC	84,582	107.21
Truist Financial Corp	76,639	107.28
J.w. Cole Advisors, Inc.	74,130	0.01
Frisch Financial Group, Inc.	70,099	107.28
Strategic Wealth Advisors Group, LLC	65,766	0.11

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	1,412,129	107.28
Wells Fargo & Company/mn	733,387	107.28
Raymond James & Associates	667,905	107.28
UBS Group AG	423,170	107.28
LPL Financial LLC	236,083	107.28
Commonwealth Equity Services, Llc	222,721	107.28
Bank Of America Corp /de/	196,217	107.28
Royal Bank Of Canada	184,543	107.28
Stifel Financial Corp	170,111	107.29
Good Life Advisors, LLC	154,698	107.28
Envestnet Asset Management Inc	153,776	107.28
First Republic Investment Management, Inc.	140,009	107.28
Raymond James Financial Services Advisors, Inc.	109,121	107.28
Manchester Financial Inc	92,693	107.28
Advisor Group Holdings, Inc.	86,952	98.85
New England Private Wealth Advisors LLC	84,582	107.21
Truist Financial Corp	76,639	107.28
J.w. Cole Advisors, Inc.	74,130	0.01
Frisch Financial Group, Inc.	70,099	107.28
Strategic Wealth Advisors Group, LLC	65,766	0.11

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 62 Institutes closed out their positions

Name	Shares	PPS
Ameritas Investment Corp	6,231	0.16
Moors & Cabot, Inc.	3,018	113.98
HB Wealth Management, LLC	1,898	107.48
Homrich & Berg	1,898	111.17
IFP Advisors, Inc	1,338	118.09
Carroll Financial Associates, Inc.	50	100.00
Koshinski Asset Management, Inc.	31	96.77
Leelyn Smith, LLC
Emerald Investment Partners, Llc
StoneX Group Inc.
Trust Co of Kansas
Calton & Associates, Inc.
Creative Planning
Jane Street Group, Llc
1776 Wealth LLC
Financial Services Advisory Inc
Fsb Premier Wealth Management, Inc.
Braun-Bostich & Associates Inc.
Huntington National Bank
Rothschild & Co Wealth Management UK Ltd
Jpmorgan Chase & Co
PFG Advisors
CNB Bank
Savior LLC
Gerber Kawasaki Wealth & Investment Management
Capital Analysts, Inc.
Wagner Wealth Management, Llc
SBK Financial, Inc.
PCG Wealth Advisors, LLC
Jacobi Capital Management LLC
Cornerstone Wealth Management, LLC
GWM Advisors LLC
Gladstone Institutional Advisory LLC
Level Four Advisory Services, Llc
Affinity Wealth Management Llc
Quadrant Capital Group Llc
InterOcean Capital Group, LLC
LexAurum Advisors, LLC
Parametric Portfolio Associates Llc
WMS Partners, LLC
Stonebridge Financial Planning Group, LLC
Morris Retirement Advisors, LLC
Wunderlich Securities, Inc.
Wealthfront Advisers Llc
TKG Advisors, LLC
Virtue Capital Management, LLC
Wellington Shields & Co., LLC
GPS Wealth Strategies Group, LLC
International Assets Investment Management, Llc
G&S Capital LLC
Fagan Associates, Inc.
Change Path, LLC
Barclays Plc
Geneos Wealth Management Inc.
National Asset Management, Inc.
Montag A & Associates Inc
Access Financial Services, Inc.
CoreCap Advisors, LLC
Cypress Wealth Services, LLC
PSI Advisors, LLC
Wealth Enhancement & Preservation of GA, LLC
Beacon Pointe Advisors, LLC

Recent Quarter 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	40,481	87.32	30,588	107.26
Private Advisor Group, LLC	14,570	87.30	14,549	107.29
Summit Financial Group, Inc.	13,585	87.30	13,665	107.28
Castle Rock Wealth Management, LLC	6,975	91.61	6,975	104.80
Arkadios Wealth Advisors	5,421		5,417	0.18
Washburn Capital Management, Inc.	4,687	87.26	5,347	107.35
Keystone Wealth Services, LLC	4,598	87.43	5,515	107.34
Raymond James Trust N.a.	2,932	87.31	2,932	107.44
Precision Wealth Strategies, LLC	2,885	88.73	2,041	107.30
McGuire Investment Group, LLC	2,875	87.30	3,210	107.17
Tsfg, Llc	1,229	87.06	1,228	107.49
Pittenger & Anderson Inc	1,200	87.50	1,200	107.50
Allworth Financial LP	642	87.23	641	107.64
Global Trust Asset Management, LLC	100	90.00	201	109.45
AdvisorNet Financial, Inc	53	94.34	53	113.21
Strategic Asset Management, LLC	49	81.63	49	102.04

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	76	92.11	71	84.51

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	9,893	40,481	87.32	30,588	107.26	32.34
Precision Wealth Strategies, LLC	844	2,885	88.73	2,041	107.30	41.35
Private Advisor Group, LLC	21	14,570	87.30	14,549	107.29	0.14
Global Retirement Partners, LLC	5	76	92.11	71	84.51	7.04
Arkadios Wealth Advisors	4	5,421		5,417	0.18	0.07
Tsfg, Llc	1	1,229	87.06	1,228	107.49	0.08
Allworth Financial LP	1	642	87.23	641	107.64	0.16

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Keystone Wealth Services, LLC	917	4,598	87.43	5,515	107.34	-16.63
Washburn Capital Management, Inc.	660	4,687	87.26	5,347	107.35	-12.34
McGuire Investment Group, LLC	335	2,875	87.30	3,210	107.17	-10.44
Global Trust Asset Management, LLC	101	100	90.00	201	109.45	-50.25
Summit Financial Group, Inc.	80	13,585	87.30	13,665	107.28	-0.59

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 0 New Institutes added position

Name	Shares	PPS

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
HB Wealth Management, LLC	1,898	107.48
Koshinski Asset Management, Inc.	31	96.77

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	40,481	87.32	30,588	107.26
Private Advisor Group, LLC	14,570	87.30	14,549	107.29
Castle Rock Wealth Management, LLC	6,975	91.61	6,975	104.80
Arkadios Wealth Advisors	5,421		5,417	0.18
Washburn Capital Management, Inc.	4,687	87.26	5,347	107.35
Keystone Wealth Services, LLC	4,598	87.43	5,515	107.34
Raymond James Trust N.a.	2,932	87.31	2,932	107.44
Precision Wealth Strategies, LLC	2,885	88.73	2,041	107.30
McGuire Investment Group, LLC	2,875	87.30	3,210	107.17
Tsfg, Llc	1,229	87.06	1,228	107.49
Pittenger & Anderson Inc	1,200	87.50	1,200	107.50
Allworth Financial LP	642	87.23	641	107.64
Global Trust Asset Management, LLC	100	90.00	201	109.45
Strategic Asset Management, LLC	49	81.63	49	102.04

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	76	92.11	71	84.51

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	9,893	40,481	87.32	30,588	107.26	32.34
Precision Wealth Strategies, LLC	844	2,885	88.73	2,041	107.30	41.35
Private Advisor Group, LLC	21	14,570	87.30	14,549	107.29	0.14
Global Retirement Partners, LLC	5	76	92.11	71	84.51	7.04
Arkadios Wealth Advisors	4	5,421		5,417	0.18	0.07
Allworth Financial LP	1	642	87.23	641	107.64	0.16
Tsfg, Llc	1	1,229	87.06	1,228	107.49	0.08

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Keystone Wealth Services, LLC	917	4,598	87.43	5,515	107.34	-16.63
Washburn Capital Management, Inc.	660	4,687	87.26	5,347	107.35	-12.34
McGuire Investment Group, LLC	335	2,875	87.30	3,210	107.17	-10.44
Global Trust Asset Management, LLC	101	100	90.00	201	109.45	-50.25

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