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 341 1282.00 152.48 264.61
Previous Quarter 354 1241.00 152.49 264.86

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 82 25 2 3 15
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 2 9 23 2 3 15
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 1,891 0.00 0.00 0 0.00 0.00
Previous Quarter 1,891 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
FV - First Trust Dorsey Wright Focus 5 ETF 3,335,573 175.16
Morgan Stanley 958,312 152.49
Meitav Dash Investments Ltd 843,184 151.89
Wells Fargo & Company/mn 709,097 152.49
LPL Financial LLC 515,851 152.49
Bank Of America Corp /de/ 455,215 152.49
Total Investment Management Inc 363,840 152.49
Raymond James Financial Services Advisors, Inc. 338,809 152.49
Advisor Group Holdings, Inc. 313,687 150.12
UBS Group AG 265,799 152.49
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF 256,695 175.16
Raymond James & Associates 242,523 152.49
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 227,262 151.36
Royal Bank Of Canada 195,404 152.49
RVW Wealth, LLC 181,426 114.41
Truist Financial Corp 146,931 152.49
Janney Montgomery Scott LLC 139,670 152.49
Envestnet Asset Management Inc 127,393 152.49
Commonwealth Equity Services, Llc 120,316 152.48
Ameriprise Financial Inc 114,805 152.49

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
FV - First Trust Dorsey Wright Focus 5 ETF 3,335,573 175.16
Morgan Stanley 958,312 152.49
Meitav Dash Investments Ltd 843,184 151.89
Wells Fargo & Company/mn 709,097 152.49
LPL Financial LLC 515,851 152.49
Bank Of America Corp /de/ 455,215 152.49
Total Investment Management Inc 363,840 152.49
Raymond James Financial Services Advisors, Inc. 338,809 152.49
Advisor Group Holdings, Inc. 313,687 150.12
UBS Group AG 265,799 152.49
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF 256,695 175.16
Raymond James & Associates 242,523 152.49
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 227,262 151.36
RVW Wealth, LLC 203,756 152.49
Royal Bank Of Canada 195,404 152.49
Truist Financial Corp 146,931 152.49
Janney Montgomery Scott LLC 139,670 152.49
Envestnet Asset Management Inc 127,393 152.49
Commonwealth Equity Services, Llc 120,316 152.48
Ameriprise Financial Inc 114,805 152.49

 

Recent Quarter Analysis

Name Shares PPS
FIRST TRUST PORTFOLIOS LP 21,871
ACG Wealth 635 114.96
Piscataqua Savings Bank 380 113.16
Name Shares PPS
Minichmacgregor Wealth Management, Llc 30,831 152.48
Cardan Capital Partners, LLC 19,757 157.82
IFP Advisors, Inc 11,999 175.68
Parallel Advisors, LLC 5,487 154.36
S.C. Financial Services, Inc. 3,011 152.44
Wiley Bros.-aintree Capital, Llc 1,586 152.59
Hamilton Wealth, LLC 1,537 152.24
Ferguson Wellman Capital Management, Inc 1,493 152.71
Fusion Capital, LLC 1,409 152.59
Homrich & Berg 1,373 158.05
HB Wealth Management, LLC 1,353 152.25
Koshinski Asset Management, Inc. 361 152.35
Security National Trust Co 234 158.12
Allworth Financial LP 230 152.17
Sargent Bickham Lagudis LLC 20 150.00
Wealth Quarterback LLC 6
Huntington National Bank
Citigroup Inc
Main Street Research LLC
TriaGen Wealth Management LLC
Hrt Financial Lp
Advisory Services Network, LLC
Woodward Diversified Capital, Llc
Fulcrum Equity Management
PFG Advisors
Thrivent Financial For Lutherans
Synergy Financial Management, LLC
Navellier & Associates Inc
Gerber Kawasaki Wealth & Investment Management
First Command Advisory Services, Inc.
Triumph Capital Management
Dynamic Technology Lab Private Ltd
EP Wealth Advisors, Inc.
Covington Capital Management
Catalyst Private Wealth, Llc
Trust Co Of Vermont
Bank Of Nova Scotia
Change Path, LLC
CIBC World Markets Inc.
Fsb Premier Wealth Management, Inc.
Oppenheimer Asset Management Inc.
First Trust Advisors Lp
Monticello Wealth Management, Llc
Moors & Cabot, Inc.
Leelyn Smith, LLC
Onyx Bridge Wealth Group LLC
Altshuler Shaham Ltd
Harwood Advisory Group, LLC
Ibex Wealth Advisors
Wagner Wealth Management, Llc
SPC Financial, Inc.
Virtu Financial LLC
Comprehensive Financial Consultants Institutional, Inc.
Moisand Fitzgerald Tamayo, LLC
Better Money Decisions, LLC
Renaissance Technologies Llc
Lloyd Advisory Services, LLC.
SignalPoint Asset Management, LLC
Morris Retirement Advisors, LLC
Atlas Private Wealth Advisors
Riggs Asset Managment Co. Inc.
Insight Advisors, LLC/ PA
Eaton Vance Management
Callahan Advisors, LLC
Northern Oak Wealth Management Inc
Holloway Wealth Management, LLC
Abundance Wealth Counselors
Private Advisory Group LLC
CHURCHILL MANAGEMENT Corp
Bank Of Montreal /can/
We Are One Seven, LLC
Qube Research & Technologies Ltd
Castleview Partners, Llc
Carroll Financial Associates, Inc.
True Link Financial Advisors, LLC
Ahrens Investment Partners LLC
Lake Street Financial Llc
Kings Point Capital Management
Curi Wealth Management, LLC
StoneX Group Inc.
Pacitti Group Inc.
Raymond James Trust N.a.
Name Current Shares Current PPS Previous Shares Previous PPS
RVW Wealth, LLC 181,426 114.41 203,756 152.49
Cambridge Investment Research Advisors, Inc. 79,085 114.41 79,612 152.49
Private Advisor Group, LLC 39,937 114.41 38,781 152.50
HBW Advisory Services LLC 16,499 114.43 18,810 152.47
PCG Wealth Advisors, LLC 13,220 114.45 13,325 152.50
Santori & Peters, Inc. 11,597 114.34 12,142 152.45
Global Retirement Partners, LLC 7,516 114.42 7,528 118.23
Ayalon Holdings Ltd. 7,221 114.39 10,018 152.53
B&D White Capital Company, LLC 6,564 114.26 6,564 152.35
McKinley Carter Wealth Services, Inc. 6,446 114.33 6,446 152.50
Castle Rock Wealth Management, LLC 3,862 121.44 4,615 143.01
HFG Advisors, Inc. 3,394 114.32 7,842 152.51
First Heartland Consultants, Inc. 2,912 114.35 3,345 152.47
Mezzasalma Advisors, LLC 2,851 114.35 2,858 152.55
Old Port Advisors 2,785 117.41 2,785 151.89
Keystone Wealth Services, LLC 2,681 114.51 3,142 152.45
Brookstone Capital Management 2,388 121.44 2,433 140.98
Acorn Financial Advisory Services Inc /adv 2,124 114.41 2,126 152.40
RWM Asset Management, LLC 1,719 114.60 1,719 152.41
Optimum Investment Advisors 715 114.69 715 152.45
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 16,001 0.12 16,138 0.12
Gradient Investments LLC 300 113.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 1,156 39,937 114.41 38,781 152.50 2.98
Gradient Investments LLC 300 300 113.33 0 0.00
Avondale Wealth Management 37 481 114.35 444 153.15 8.33
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
RVW Wealth, LLC 22,330 181,426 114.41 203,756 152.49 -10.96
HFG Advisors, Inc. 4,448 3,394 114.32 7,842 152.51 -56.72
Ayalon Holdings Ltd. 2,797 7,221 114.39 10,018 152.53 -27.92
HBW Advisory Services LLC 2,311 16,499 114.43 18,810 152.47 -12.29
Castle Rock Wealth Management, LLC 753 3,862 121.44 4,615 143.01 -16.32
Santori & Peters, Inc. 545 11,597 114.34 12,142 152.45 -4.49
Cambridge Investment Research Advisors, Inc. 527 79,085 114.41 79,612 152.49 -0.66
Keystone Wealth Services, LLC 461 2,681 114.51 3,142 152.45 -14.67
First Heartland Consultants, Inc. 433 2,912 114.35 3,345 152.47 -12.94
Arkadios Wealth Advisors 137 16,001 0.12 16,138 0.12 -0.85
PCG Wealth Advisors, LLC 105 13,220 114.45 13,325 152.50 -0.79
Brookstone Capital Management 45 2,388 121.44 2,433 140.98 -1.85
Global Retirement Partners, LLC 12 7,516 114.42 7,528 118.23 -0.16
Mezzasalma Advisors, LLC 7 2,851 114.35 2,858 152.55 -0.24
Acorn Financial Advisory Services Inc /adv 2 2,124 114.41 2,126 152.40 -0.09
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
ACG Wealth 635 114.96
Piscataqua Savings Bank 380 113.16
Name Shares PPS
HB Wealth Management, LLC 1,353 152.25
Koshinski Asset Management, Inc. 361 152.35
Minichmacgregor Wealth Management, Llc 30,831 152.48
S.C. Financial Services, Inc. 3,011 152.44
Hamilton Wealth, LLC 1,537 152.24
Allworth Financial LP 230 152.17
Ferguson Wellman Capital Management, Inc 1,493 152.71
Fusion Capital, LLC 1,409 152.59
Sargent Bickham Lagudis LLC 20 150.00
Name Current Shares Current PPS Previous Shares Previous PPS
RVW Wealth, LLC 181,426 114.41 203,756 152.49
Cambridge Investment Research Advisors, Inc. 79,085 114.41 79,612 152.49
Private Advisor Group, LLC 39,937 114.41 38,781 152.50
HBW Advisory Services LLC 16,499 114.43 18,810 152.47
PCG Wealth Advisors, LLC 13,220 114.45 13,325 152.50
Santori & Peters, Inc. 11,597 114.34 12,142 152.45
Global Retirement Partners, LLC 7,516 114.42 7,528 118.23
Ayalon Holdings Ltd. 7,221 114.39 10,018 152.53
B&D White Capital Company, LLC 6,564 114.26 6,564 152.35
McKinley Carter Wealth Services, Inc. 6,446 114.33 6,446 152.50
Castle Rock Wealth Management, LLC 3,862 121.44 4,615 143.01
HFG Advisors, Inc. 3,394 114.32 7,842 152.51
First Heartland Consultants, Inc. 2,912 114.35 3,345 152.47
Mezzasalma Advisors, LLC 2,851 114.35 2,858 152.55
Keystone Wealth Services, LLC 2,681 114.51 3,142 152.45
Brookstone Capital Management 2,388 121.44 2,433 140.98
Acorn Financial Advisory Services Inc /adv 2,124 114.41 2,126 152.40
RWM Asset Management, LLC 1,719 114.60 1,719 152.41
Optimum Investment Advisors 715 114.69 715 152.45
Newbridge Financial Services Group, Inc. 635 114.96 635 152.76
Avondale Wealth Management 481 114.35 444 153.15
Atticus Wealth Management, Llc 334 113.77 334 152.69
Sound Income Strategies, LLC 36 111.11 36 138.89
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 16,001 0.12 16,138 0.12
Gradient Investments LLC 300 113.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 1,156 39,937 114.41 38,781 152.50 2.98
Gradient Investments LLC 300 300 113.33 0 0.00
Avondale Wealth Management 37 481 114.35 444 153.15 8.33
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
RVW Wealth, LLC 22,330 181,426 114.41 203,756 152.49 -10.96
HFG Advisors, Inc. 4,448 3,394 114.32 7,842 152.51 -56.72
Ayalon Holdings Ltd. 2,797 7,221 114.39 10,018 152.53 -27.92
HBW Advisory Services LLC 2,311 16,499 114.43 18,810 152.47 -12.29
Castle Rock Wealth Management, LLC 753 3,862 121.44 4,615 143.01 -16.32
Santori & Peters, Inc. 545 11,597 114.34 12,142 152.45 -4.49
Cambridge Investment Research Advisors, Inc. 527 79,085 114.41 79,612 152.49 -0.66
Keystone Wealth Services, LLC 461 2,681 114.51 3,142 152.45 -14.67
First Heartland Consultants, Inc. 433 2,912 114.35 3,345 152.47 -12.94
Arkadios Wealth Advisors 137 16,001 0.12 16,138 0.12 -0.85
PCG Wealth Advisors, LLC 105 13,220 114.45 13,325 152.50 -0.79
Brookstone Capital Management 45 2,388 121.44 2,433 140.98 -1.85
Global Retirement Partners, LLC 12 7,516 114.42 7,528 118.23 -0.16
Mezzasalma Advisors, LLC 7 2,851 114.35 2,858 152.55 -0.24
Acorn Financial Advisory Services Inc /adv 2 2,124 114.41 2,126 152.40 -0.09
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name