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	135	74.00	77.34	69.16
Previous Quarter	141	78.00	77.36	77.38

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	2	34	23	0	8	7
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	2	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	0	11	0	2	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
Rothschild & Co Wealth Management UK Ltd	5,217,521	62.96
Goldman Sachs Group Inc	2,262,334	77.35
Bank Of America Corp /de/	184,589	77.34
KAGCX - Kensington Dynamic Growth Fund Class C Shares	156,820	77.35
Advisors Preferred, LLC	156,820	77.51
Jpmorgan Chase & Co	150,000	77.35
Envestnet Asset Management Inc	128,544	77.35
UBS Group AG	115,774	77.36
LPL Financial LLC	107,870	77.35
Raymond James & Associates	94,951	77.35
Royal Bank Of Canada	82,825	77.34
Oxinas Partners Wealth Management LLC	78,062	62.96
Old Mission Capital Llc	67,085	77.35
Morgan Stanley	59,260	77.35
Susquehanna International Group, Llp	42,034	77.34
Wambolt & Associates, LLC	41,922	77.50
Ameriprise Financial Inc	37,293	77.44
Citadel Advisors Llc	36,100	77.34
HighTower Advisors, LLC	30,799	77.24
Commonwealth Equity Services, Llc	30,177	62.96

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
Rothschild & Co Wealth Management UK Ltd	3,381,602	77.35
Goldman Sachs Group Inc	2,262,334	77.35
Bank Of America Corp /de/	184,589	77.34
Advisors Preferred, LLC	156,820	77.51
KAGCX - Kensington Dynamic Growth Fund Class C Shares	156,820	77.35
Jpmorgan Chase & Co	150,000	77.35
Envestnet Asset Management Inc	128,544	77.35
UBS Group AG	115,774	77.36
LPL Financial LLC	107,870	77.35
Raymond James & Associates	94,951	77.35
Royal Bank Of Canada	82,825	77.34
Oxinas Partners Wealth Management LLC	76,075	77.34
Old Mission Capital Llc	67,085	77.35
Morgan Stanley	59,260	77.35
Susquehanna International Group, Llp	42,034	77.34
Wambolt & Associates, LLC	41,922	77.50
Ameriprise Financial Inc	37,293	77.44
Citadel Advisors Llc	36,100	77.34
HighTower Advisors, LLC	30,799	77.24
Commonwealth Equity Services, Llc	30,767	77.32

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
McKinley Carter Wealth Services, Inc.	17,166	62.97
Global Retirement Partners, LLC	660	63.64

Recent Quarter 34 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	2,068	85.11
Bnp Paribas Arbitrage, Sa	2,000	64.50
Koshinski Asset Management, Inc.	204	78.43
Sonora Investment Management, LLC	20	100.00
AdvisorNet Financial, Inc	17	58.82
Patriot Financial Group Insurance Agency, LLC
Hilltop Holdings Inc.
Synergy Financial Management, LLC
Citigroup Inc
Huntington National Bank
Brendel Financial Advisors LLC
Cetera Advisor Networks LLC
Jones Financial Companies Lllp
StoneX Group Inc.
Liberty Wealth Management Llc
Financial Services Advisory Inc
Snowden Capital Advisors LLC
National Asset Management, Inc.
Simplex Trading, Llc
First Capital Advisors Group, LLC.
Montag A & Associates Inc
Harbour Investments, Inc.
Gerber Kawasaki Wealth & Investment Management
Wealth Enhancement & Preservation of GA, LLC
Warner Financial, Inc
Larson Financial Group LLC
DAVENPORT & Co LLC
Wunderlich Securities, Inc.
Cetera Advisors LLC
Ironwood Financial, llc
Beck Capital Management, Llc
Masso Torrence Wealth Management Inc.
Econ Financial Services Corp
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class	87.30

Recent Quarter 23 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Rothschild & Co Wealth Management UK Ltd	5,217,521	62.96	3,381,602	77.35
Oxinas Partners Wealth Management LLC	78,062	62.96	76,075	77.34
Commonwealth Equity Services, Llc	30,177	62.96	30,767	77.32
HB Wealth Management, LLC	26,800	62.95	28,144	77.35
Cambridge Investment Research Advisors, Inc.	20,425	62.96	22,618	77.37
Capital Market Strategies LLC	13,264	62.95	13,778	77.37
Private Advisor Group, LLC	9,080	62.89	9,162	77.38
First Heartland Consultants, Inc.	6,492	62.85	6,489	77.21
Element Wealth, LLC	3,966	63.04	3,966	77.41
Diligent Investors, LLC	3,552	63.06	3,550	77.46
Howard Financial Services, Ltd.	3,528	62.93	3,513	77.43
Galvin, Gaustad & Stein, LLC	3,425	63.07	3,425	77.37
Aurora Private Wealth, Inc.	3,417	62.92	3,410	77.42
Monterey Private Wealth, Inc.	3,300	63.03	3,187	78.13
Engrave Wealth Partners LLC	3,218	63.08	3,264	77.21
Spence Asset Management	1,105	63.35	1,105	76.92
Spire Wealth Management	536	63.43	536	76.49
Sandy Spring Bank	500	62.00	500	78.00
GPS Wealth Strategies Group, LLC	441	63.49	441	77.10
Gleason Group, Inc.	319	62.70	318	78.62

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Rothschild & Co Wealth Management UK Ltd	1,835,919	5,217,521	62.96	3,381,602	77.35	54.29
Oxinas Partners Wealth Management LLC	1,987	78,062	62.96	76,075	77.34	2.61
Monterey Private Wealth, Inc.	113	3,300	63.03	3,187	78.13	3.55
Howard Financial Services, Ltd.	15	3,528	62.93	3,513	77.43	0.43
Aurora Private Wealth, Inc.	7	3,417	62.92	3,410	77.42	0.21
First Heartland Consultants, Inc.	3	6,492	62.85	6,489	77.21	0.05
Diligent Investors, LLC	2	3,552	63.06	3,550	77.46	0.06
Gleason Group, Inc.	1	319	62.70	318	78.62	0.31

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Concepts Capital Corp	2,885	50	60.00	2,935	77.34	-98.30
Cambridge Investment Research Advisors, Inc.	2,193	20,425	62.96	22,618	77.37	-9.70
HB Wealth Management, LLC	1,344	26,800	62.95	28,144	77.35	-4.78
Commonwealth Equity Services, Llc	590	30,177	62.96	30,767	77.32	-1.92
Capital Market Strategies LLC	514	13,264	62.95	13,778	77.37	-3.73
Private Advisor Group, LLC	82	9,080	62.89	9,162	77.38	-0.90
Engrave Wealth Partners LLC	46	3,218	63.08	3,264	77.21	-1.41

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 2 New Institutes added Short Position

Name
SPEDX - Alger Dynamic Opportunities Fund Class A
SPECX - Alger Spectra Fund Class A

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	30,177	62.96	30,767	77.32
Element Wealth, LLC	3,966	63.04	3,966	77.41
Howard Financial Services, Ltd.	3,528	62.93	3,513	77.43
Galvin, Gaustad & Stein, LLC	3,425	63.07	3,425	77.37
Aurora Private Wealth, Inc.	3,417	62.92	3,410	77.42
Spire Wealth Management	536	63.43	536	76.49
Sandy Spring Bank	500	62.00	500	78.00
GPS Wealth Strategies Group, LLC	441	63.49	441	77.10
Bogart Wealth, LLC	114	61.40	114	78.95
Asset Dedication, LLC	73	68.49	73	82.19
Money Concepts Capital Corp	50	60.00	2,935	77.34

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Howard Financial Services, Ltd.	15	3,528	62.93	3,513	77.43	0.43
Aurora Private Wealth, Inc.	7	3,417	62.92	3,410	77.42	0.21

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Concepts Capital Corp	2,885	50	60.00	2,935	77.34	-98.30
Commonwealth Equity Services, Llc	590	30,177	62.96	30,767	77.32	-1.92

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