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	133	27.00	28.44	28.34
Previous Quarter	144	28.00	28.45	28.65

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	44	25	0	9	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	1	3	14	0	4	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	1,522,898	28.45
Wells Fargo & Company/mn	1,235,879	28.45
UBS Group AG	903,336	28.45
Nan Shan Life Insurance Co., Ltd.	847,545	28.45
Royal Bank Of Canada	753,792	28.45
Invesco Ltd.	496,947	28.45
PCEF - Invesco CEF Income Composite ETF	444,890	25.87
Janney Montgomery Scott LLC	420,895	28.45
Bank Of America Corp /de/	387,823	28.45
Raymond James Financial Services Advisors, Inc.	258,298	28.45
Advisor Group Holdings, Inc.	200,403	47.39
Raymond James & Associates	197,352	28.45
LPL Financial LLC	194,376	28.45
Guggenheim Capital Llc	162,812	28.45
Ameriprise Financial Inc	143,810	28.43
Bridge Advisory, LLC	137,486	22.69
Ausdal Financial Partners, Inc.	101,355	28.45
MONECO Advisors, LLC	96,077	28.45
Commonwealth Equity Services, Llc	90,369	21.83
D.a. Davidson & Co.	86,143	28.45

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	1,522,898	28.45
Wells Fargo & Company/mn	1,235,879	28.45
UBS Group AG	903,336	28.45
Nan Shan Life Insurance Co., Ltd.	847,545	28.45
Royal Bank Of Canada	753,792	28.45
Invesco Ltd.	496,947	28.45
PCEF - Invesco CEF Income Composite ETF	444,890	25.87
Janney Montgomery Scott LLC	420,895	28.45
Bank Of America Corp /de/	387,823	28.45
Raymond James Financial Services Advisors, Inc.	258,298	28.45
Advisor Group Holdings, Inc.	200,403	47.39
Raymond James & Associates	197,352	28.45
LPL Financial LLC	194,376	28.45
Guggenheim Capital Llc	162,812	28.45
Ameriprise Financial Inc	143,810	28.43
Bridge Advisory, LLC	126,595	28.45
Ausdal Financial Partners, Inc.	101,355	28.45
MONECO Advisors, LLC	96,077	28.45
Commonwealth Equity Services, Llc	90,310	28.45
D.a. Davidson & Co.	86,143	28.45

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Great Valley Advisor Group, Inc.	31,718	21.85

Recent Quarter 44 Institutes closed out their positions

Name	Shares	PPS
Professional Planning	23,181	28.34
Harborview Advisors, LLC	22,497	28.36
Weather Gauge Advisory, LLC	12,299	28.38
Mid Atlantic Financial Management Inc/adv	9,563	28.34
Cornerstone Wealth Group, LLC	8,453	28.39
Foundations Investment Advisors, LLC	8,319	26.45
Ameritas Investment Corp	8,220
Stratos Wealth Partners, LTD.	8,170	28.40
Koshinski Asset Management, Inc.	1,381	28.24
Money Concepts Capital Corp	668	28.44
Heritage Wealth Management, Llc	577	27.73
Advocacy Wealth Management Services, LLC	280	28.57
Advisory Services Network, LLC
Citigroup Inc
Harbour Investments, Inc.
Wagner Wealth Management, Llc
D'Orazio & Associates, Inc.
Signet Financial Management, Llc
Barclays Plc
Confluence Wealth Services, Inc.
CoreCap Advisors, LLC
Quent Capital, LLC
Newbridge Financial Services Group, Inc.
Huntington National Bank
American National Bank
Doliver Advisors, Lp
Cetera Advisors LLC
Vivaldi Capital Management, LLC
Shaker Financial Services, LLC
Proequities, Inc.
Headinvest, Llc
Fifth Third Bancorp
Ibex Wealth Advisors
CIBC Private Wealth Group, LLC
Chemistry Wealth Management LLC
Level Four Advisory Services, Llc
Pinnacle Bancorp, Inc.
Bessemer Group Inc
Patriot Financial Group Insurance Agency, LLC
Retirement Planning Co of New England, Inc.
Accel Wealth Management
Masso Torrence Wealth Management Inc.
AE Wealth Management LLC
Snowden Capital Advisors LLC

Recent Quarter 25 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bridge Advisory, LLC	137,486	22.69	126,595	28.45
Commonwealth Equity Services, Llc	90,369	21.83	90,310	28.45
Truist Financial Corp	73,874	21.83	72,089	28.45
Morgan Jess S & Co Inc	51,867	21.84	51,667	28.45
Wedbush Securities Inc	49,131	21.84	49,790	28.46
Flagship Harbor Advisors, Llc	43,759	21.85	41,759	28.45
Cambridge Investment Research Advisors, Inc.	25,356	21.85	27,584	28.46
Diversified, LLC	22,053	21.86	26,978	28.47
Arkadios Wealth Advisors	21,171		23,514	0.04
Raymond James Trust N.a.	16,827	21.87	13,987	28.45
Private Advisor Group, LLC	15,885	21.84	13,585	28.41
Griffin Asset Management, Inc.	9,355	21.81	9,355	28.43
Western Wealth Management, LLC	9,266	21.80	9,266	28.49
Allworth Financial LP	6,565	21.78	5,115	28.54
FNY Investment Advisers, LLC	3,800	21.58	3,800	28.42
Hexagon Capital Partners LLC	2,766	21.69	2,766	28.56
Geneos Wealth Management Inc.	1,276	21.94	1,276	28.21
Global Retirement Partners, LLC	1,102	21.78	1,102	22.69
TCI Wealth Advisors, Inc.	1,036	22.20	1,017	28.52
Strategic Asset Management, LLC	600	21.67	600	28.33

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridge Advisory, LLC	10,891	137,486	22.69	126,595	28.45	8.60
Raymond James Trust N.a.	2,840	16,827	21.87	13,987	28.45	20.30
Private Advisor Group, LLC	2,300	15,885	21.84	13,585	28.41	16.93
Flagship Harbor Advisors, Llc	2,000	43,759	21.85	41,759	28.45	4.79
Truist Financial Corp	1,785	73,874	21.83	72,089	28.45	2.48
Allworth Financial LP	1,450	6,565	21.78	5,115	28.54	28.35
Morgan Jess S & Co Inc	200	51,867	21.84	51,667	28.45	0.39
Commonwealth Equity Services, Llc	59	90,369	21.83	90,310	28.45	0.07
TCI Wealth Advisors, Inc.	19	1,036	22.20	1,017	28.52	1.87

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Diversified, LLC	4,925	22,053	21.86	26,978	28.47	-18.26
Arkadios Wealth Advisors	2,343	21,171		23,514	0.04	-9.96
Cambridge Investment Research Advisors, Inc.	2,228	25,356	21.85	27,584	28.46	-8.08
Wedbush Securities Inc	659	49,131	21.84	49,790	28.46	-1.32
Global Trust Asset Management, LLC	609	100	20.00	709	28.21	-85.90

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
Great Valley Advisor Group, Inc.	31,718	21.85

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Cornerstone Wealth Group, LLC	8,453	28.39
Stratos Wealth Partners, LTD.	8,170	28.40
Money Concepts Capital Corp	668	28.44

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	90,369	21.83	90,310	28.45
Truist Financial Corp	73,874	21.83	72,089	28.45
Morgan Jess S & Co Inc	51,867	21.84	51,667	28.45
Wedbush Securities Inc	49,131	21.84	49,790	28.46
Diversified, LLC	22,053	21.86	26,978	28.47
Griffin Asset Management, Inc.	9,355	21.81	9,355	28.43
Western Wealth Management, LLC	9,266	21.80	9,266	28.49
Hexagon Capital Partners LLC	2,766	21.69	2,766	28.56
Geneos Wealth Management Inc.	1,276	21.94	1,276	28.21
TCI Wealth Advisors, Inc.	1,036	22.20	1,017	28.52
GPS Wealth Strategies Group, LLC	362	22.10	362	27.62
Spire Wealth Management	352	22.73	352	28.41
Life Planning Partners, Inc	200	20.00	200	30.00
BCR Wealth Strategies, LLC	91	21.98	91	32.97

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Truist Financial Corp	1,785	73,874	21.83	72,089	28.45	2.48
Morgan Jess S & Co Inc	200	51,867	21.84	51,667	28.45	0.39
Commonwealth Equity Services, Llc	59	90,369	21.83	90,310	28.45	0.07
TCI Wealth Advisors, Inc.	19	1,036	22.20	1,017	28.52	1.87

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Diversified, LLC	4,925	22,053	21.86	26,978	28.47	-18.26
Wedbush Securities Inc	659	49,131	21.84	49,790	28.46	-1.32

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