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	251	27.00	29.03	27.29
Previous Quarter	268	197.00	29.04	28.73

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	3	95	30	1	15	11
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	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	6	9	1	7	2
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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
Raymond James Financial Services Advisors, Inc.	1,035,981	29.04
LPL Financial LLC	701,396	29.04
McKinley Carter Wealth Services, Inc.	555,132	23.28
Morgan Stanley	553,246	29.04
M Holdings Securities, Inc.	511,239	29.04
Invesco Ltd.	482,987	29.04
Royal Bank Of Canada	420,279	29.04
Advisor Group Holdings, Inc.	391,459	29.05
Northwestern Mutual Wealth Management Co	343,793	29.04
Wells Fargo & Company/mn	282,013	29.04
Erickson Financial Group, LLC	249,423	29.04
Raymond James & Associates	176,448	29.04
Wealth Management Partners, LLC	157,000	23.26
UBS Group AG	127,079	29.04
Rollins Financial	117,878	29.04
Theory Financial Llc	115,954	29.04
J.w. Cole Advisors, Inc.	113,953	0.04
Ameriprise Financial Inc	110,121	28.91
Old Mission Capital Llc	100,535	29.04
Commonwealth Equity Services, Llc	99,225	23.27

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
Raymond James Financial Services Advisors, Inc.	1,035,981	29.04
Trilogy Capital Inc.	774,371	29.04
LPL Financial LLC	701,396	29.04
Morgan Stanley	553,246	29.04
M Holdings Securities, Inc.	511,239	29.04
Invesco Ltd.	482,987	29.04
Royal Bank Of Canada	420,279	29.04
Advisor Group Holdings, Inc.	391,459	29.05
Northwestern Mutual Wealth Management Co	343,793	29.04
Wells Fargo & Company/mn	282,013	29.04
Erickson Financial Group, LLC	249,423	29.04
Raymond James & Associates	176,448	29.04
Wealth Management Partners, LLC	170,000	28.95
UBS Group AG	127,079	29.04
Rollins Financial	117,878	29.04
Theory Financial Llc	115,954	29.04
J.w. Cole Advisors, Inc.	113,953	0.04
Ameriprise Financial Inc	110,121	28.91
Commonwealth Equity Services, Llc	101,971	29.04
Old Mission Capital Llc	100,535	29.04

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Boenning & Scattergood, Inc.	12,500	23.28
Jfs Wealth Advisors, Llc	1,839	28.82
JNBA Financial Advisors	153	26.14

Recent Quarter 95 Institutes closed out their positions

Name	Shares	PPS
Trilogy Capital Inc.	774,371	29.04
Susquehanna International Group, Llp	83,429	29.04
Susquehanna International Group, Llp	83,429	29.04
Citadel Advisors Llc	34,000	29.03
Western Wealth Management, LLC	17,216	29.04
Belvedere Trading LLC	14,200	28.31
Wedbush Securities Inc	13,241	29.08
Brandywine Oak Private Wealth Llc	8,830	28.99
Stratos Wealth Partners, LTD.	7,670	29.07
Great Valley Advisor Group, Inc.	7,279	28.99
Vista Private Wealth Partners. LLC	6,858	29.16
Townsend Asset Management Corp /nc/ /adv	6,588	28.99
Jfs Wealth Advisors, Llc	1,839	28.82
Carroll Financial Associates, Inc.	1,002	32.93
IFP Advisors, Inc	530	33.96
West Bancorporation Inc	485	28.87
Money Concepts Capital Corp	446	29.15
Herold Advisors, Inc.	200	29040.00
Gradient Investments LLC	50	20.00
Private Ocean, LLC	17
Koshinski Asset Management, Inc.	14
High Falls Advisors, Inc
Parisi Gray Wealth Management
Scotia Capital Inc.
Dixon Hubard Feinour & Brown Inc/va
TCG Advisory Services, LLC
TCI Wealth Advisors, Inc.
Stratos Wealth Advisors, LLC
Eaton Vance Management
Firestone Capital Management
Resource Management, LLC
Paragon Wealth Strategies, LLC
Renaissance Technologies Llc
Fortitude Advisory Group L.L.C.
Pittenger & Anderson Inc
Tradewinds Capital Management, LLC
Circle Wealth Management, LLC
Andrew Hill Investment Advisors, Inc.
Masso Torrence Wealth Management Inc.
Truvestments Capital Llc
Vance Wealth, Inc.
Financial Advocates Investment Management
Global Wealth Management Investment Advisory, Inc.
Ten Capital Wealth Advisors, LLC
Insight Advisors, LLC/ PA
Us Bancorp \de\
Jacobi Capital Management LLC
Edge Wealth Management LLC
AdvisorNet Financial, Inc
Proequities, Inc.
Mv Capital Management, Inc.
Orser Capital Management, Llc
Lbmc Investment Advisors, Llc
Leavell Investment Management, Inc.
AE Wealth Management LLC
Weitzel Financial Services, Inc.
Sigma Planning Corp
Outlook Wealth Advisors, LLC
Sovereign Financial Group, Inc.
Amplius Wealth Advisors, LLC
Cerity Partners LLC
Cetera Investment Advisers
Paragon Advisors, LLC
Meristem Family Wealth, LLC
Arkadios Wealth Advisors
InterOcean Capital Group, LLC
NorthRock Partners, LLC
Danda Trouve Investment Management, Inc.
Sowell Financial Services LLC
Wolverine Trading, Llc
Harfst & Associates, Inc.
Citigroup Inc
JB Capital LLC
Capital Wealth Alliance, LLC
Simplify Asset Management Inc.
Investors Financial Group, LLC
Greenwich Wealth Management LLC
Joseph P. Lucia & Associates, LLC
FDx Advisors, Inc.
Centerpoint Advisors, LLC
Exor Capital LLP
Financial Engines Advisors L.L.C.
Mayfair Advisory Group, LLC
Northern Oak Wealth Management Inc
CoreCap Advisors, LLC
WESPAC Advisors, LLC
Soundwatch Capital LLC
Lakeview Capital Partners, LLC
Wolverine Trading, Llc
Flow Traders U.s. Llc
Shore Point Advisors, LLC
Wolverine Trading, Llc
Goldman Sachs Group Inc
Fifth Third Bancorp
Total Clarity Wealth Management, Inc.

Recent Quarter 30 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
McKinley Carter Wealth Services, Inc.	555,132	23.28	17,012	29.04
Wealth Management Partners, LLC	157,000	23.26	170,000	28.95
Commonwealth Equity Services, Llc	99,225	23.27	101,971	29.04
Flagship Harbor Advisors, Llc	75,135	23.28	75,343	29.04
Modus Advisors, LLC	55,145	23.28	68,353	29.04
Cambridge Investment Research Advisors, Inc.	38,560	23.29	78,224	29.04
Claybrook Capital, LLC	38,089	23.29	38,031	29.03
Brookstone Capital Management	35,436	24.38	25,281	27.85
Truist Financial Corp	33,693	23.27	37,361	29.04
Wealthfront Advisers Llc	31,349	23.29	45,567	29.03
Burns J W & Co Inc/ny	29,507	23.28	32,232	29.04
Signature Securities Group Corporation	29,089	23.27	28,566	29.02
HYA Advisors, Inc	29,059	23.26	26,036	29.04
WealthCare Investment Partners, LLC	25,828	23.27	17,095	28.31
Raymond James Trust N.a.	23,682	23.27	23,682	29.05
Prosperity Consulting Group, LLC	17,264	23.29	16,267	29.02
Kaizen Financial Strategies	11,254	23.28	11,245	29.08
Capital Investment Advisory Services, LLC	10,394	23.28	8,993	29.02
First Heartland Consultants, Inc.	10,156	23.24	10,358	28.96
Private Advisor Group, LLC	9,111	23.27	10,912	29.05

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Trust Co Of Vermont	200	25.00	0

Recent Quarter 15 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
McKinley Carter Wealth Services, Inc.	538,120	555,132	23.28	17,012	29.04	3163.18
Brookstone Capital Management	10,155	35,436	24.38	25,281	27.85	40.17
WealthCare Investment Partners, LLC	8,733	25,828	23.27	17,095	28.31	51.09
HYA Advisors, Inc	3,023	29,059	23.26	26,036	29.04	11.61
Capital Investment Advisory Services, LLC	1,401	10,394	23.28	8,993	29.02	15.58
Geneos Wealth Management Inc.	1,300	1,572	22.90	272	25.74	477.94
Prosperity Consulting Group, LLC	997	17,264	23.29	16,267	29.02	6.13
Signature Securities Group Corporation	523	29,089	23.27	28,566	29.02	1.83
Trust Co Of Vermont	200	200	25.00	0		0.00
Global Retirement Partners, LLC	101	1,624	23.40	1,523	23.64	6.63
Bogart Wealth, LLC	100	150	20.00	50	20.00	200.00
Claybrook Capital, LLC	58	38,089	23.29	38,031	29.03	0.15
Flagship Private Wealth, LLC	14	8,847		8,833		0.16
Kaizen Financial Strategies	9	11,254	23.28	11,245	29.08	0.08
WASHINGTON TRUST Co	5	1,505	23.26	1,500	29.33	0.33

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	39,664	38,560	23.29	78,224	29.04	-50.71
Wealthfront Advisers Llc	14,218	31,349	23.29	45,567	29.03	-31.20
Modus Advisors, LLC	13,208	55,145	23.28	68,353	29.04	-19.32
Wealth Management Partners, LLC	13,000	157,000	23.26	170,000	28.95	-7.65
Truist Financial Corp	3,668	33,693	23.27	37,361	29.04	-9.82
Commonwealth Equity Services, Llc	2,746	99,225	23.27	101,971	29.04	-2.69
Burns J W & Co Inc/ny	2,725	29,507	23.28	32,232	29.04	-8.45
Private Advisor Group, LLC	1,801	9,111	23.27	10,912	29.05	-16.50
GPS Wealth Strategies Group, LLC	434	1,049	22.88	1,483	29.00	-29.27
Flagship Harbor Advisors, Llc	208	75,135	23.28	75,343	29.04	-0.28
First Heartland Consultants, Inc.	202	10,156	23.24	10,358	28.96	-1.95

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	14,200
Exor Capital LLP	0

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
JNBA Financial Advisors	153	26.14

Past Week 6 Institutes closed out their positions

Name	Shares	PPS
Private Ocean, LLC	17
Brandywine Oak Private Wealth Llc	8,830	28.99
Wedbush Securities Inc	13,241	29.08
Stratos Wealth Partners, LTD.	7,670	29.07
Townsend Asset Management Corp /nc/ /adv	6,588	28.99
Trilogy Capital Inc.	774,371	29.04

Past Week 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	33,693	23.27	37,361	29.04
Wealthfront Advisers Llc	31,349	23.29	45,567	29.03
Signature Securities Group Corporation	29,089	23.27	28,566	29.02
Prosperity Consulting Group, LLC	17,264	23.29	16,267	29.02
Capital Investment Advisory Services, LLC	10,394	23.28	8,993	29.02
JTC Employer Solutions Trusteee Ltd	2,800	23.21	2,800	28.93
Geneos Wealth Management Inc.	1,572	22.90	272	25.74
WASHINGTON TRUST Co	1,505	23.26	1,500	29.33
Sandy Spring Bank	305	22.95	305	29.51

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Trust Co Of Vermont	200	25.00	0

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital Investment Advisory Services, LLC	1,401	10,394	23.28	8,993	29.02	15.58
Geneos Wealth Management Inc.	1,300	1,572	22.90	272	25.74	477.94
Prosperity Consulting Group, LLC	997	17,264	23.29	16,267	29.02	6.13
Signature Securities Group Corporation	523	29,089	23.27	28,566	29.02	1.83
Trust Co Of Vermont	200	200	25.00	0		0.00
Bogart Wealth, LLC	100	150	20.00	50	20.00	200.00
WASHINGTON TRUST Co	5	1,505	23.26	1,500	29.33	0.33

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wealthfront Advisers Llc	14,218	31,349	23.29	45,567	29.03	-31.20
Truist Financial Corp	3,668	33,693	23.27	37,361	29.04	-9.82

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	14,200

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