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 406 17.00 17.75 13.55
Previous Quarter 434 16.00 17.15 12.43

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 34 123 9 257 165 79
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 2 0 1 4 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 1 2 0 1 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 0 0 0 0
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
Nissay Asset Management Corp /japan/ /adv 18,500,242 17.75
Mjp Associates Inc /adv 13,866,387 0.18
LPL Financial LLC 8,673,204 17.75
Morgan Stanley 7,853,831 17.75
Bank Of America Corp /de/ 4,751,123 17.75
Wells Fargo & Company/mn 4,277,487 17.75
Cwm, Llc 3,137,895 0.02
UBS Group AG 2,517,803 17.75
Raymond James Financial Services Advisors, Inc. 2,443,100 17.75
Fluent Financial, LLC 2,084,000 0.18
Royal Bank Of Canada 2,056,265 17.75
Advisor Group Holdings, Inc. 1,867,231 17.75
Cook Wealth Management Group Llc 1,743,912 17.89
Mirae Asset Global Investments Co., Ltd. 1,301,348 17.74
Centaurus Financial, Inc. 1,214,124 0.02
Brookstone Capital Management 1,202,599 17.72
Cambridge Investment Research Advisors, Inc. 1,138,910 0.02
Ameriprise Financial Inc 1,054,958 17.75
Janney Montgomery Scott LLC 765,221 0.02
Jane Street Group, Llc 708,142 17.75

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
Mjp Associates Inc /adv 12,169,970 0.17
LPL Financial LLC 8,146,629 17.15
Morgan Stanley 7,064,119 17.15
Nissay Asset Management Corp /japan/ /adv 6,553,946 17.15
Wells Fargo & Company/mn 4,102,407 17.15
Bank Of America Corp /de/ 3,287,954 17.15
Cwm, Llc 3,090,698 0.02
UBS Group AG 2,332,908 17.15
Raymond James Financial Services Advisors, Inc. 2,271,792 17.15
Fluent Financial, LLC 2,124,000 0.17
Cook Wealth Management Group Llc 2,104,911 17.25
Advisor Group Holdings, Inc. 1,709,795 17.16
Royal Bank Of Canada 1,645,229 17.15
Ameriprise Financial Inc 1,243,824 17.17
Brookstone Capital Management 1,148,661 17.30
Cambridge Investment Research Advisors, Inc. 1,012,084 0.02
Centaurus Financial, Inc. 1,006,645 0.02
Mirae Asset Global Investments Co., Ltd. 978,839 17.15
Westwood Holdings Group Inc 789,070 0.02
Janney Montgomery Scott LLC 777,561 0.02

 

Recent Quarter Analysis

Name Shares PPS
Prevail Innovative Wealth Advisors, Llc 452,436 17.75
Chase Investment Counsel Corp 56,735 0.02
Renaissance Technologies Llc 55,864 0.02
Onyx Bridge Wealth Group LLC 28,203 17.76
Insigneo Advisory Services, Llc 22,335 17.73
Lido Advisors, LLC 20,340 17.75
Smart Portfolios, LLC 20,174 17.75
Gratus Capital LLC 15,000 17.73
DAVENPORT & Co LLC 15,000 17.73
SkyView Investment Advisors, LLC 13,579
Plan Group Financial, LLC 12,371 17.78
Roman Butler Fullerton & Co 11,795 18.06
We Are One Seven, LLC 11,385 17.74
Vertex Planning Partners, LLC 10,775 17.73
First Foundation Advisors 10,696 17.76
Elevatus Welath Management 10,382 17.72
Kaizen Financial Strategies 10,249 17.95
Semus Wealth Partners LLC 10,031 17.74
Farther Finance Advisors, LLC 4,380 17.81
Impact Partnership Wealth, LLC 1,740 17.82
Name Shares PPS
Brinker Capital Investments, LLC 295,105 15.91
Jefferies Group LLC 275,033 15.66
International Assets Investment Management, Llc 197,698 18.08
Strategic Wealth Advisors Group, LLC 116,619 15.66
Millennium Management Llc 82,802 0.01
Claraphi Advisory Network, LLC 81,116 15.92
Navalign, LLC 77,500 0.17
Cutler Group LP 70,000
Gofen & Glossberg Llc /il/ 58,891 0.02
Laurel Wealth Advisors, Inc. 47,782 15.91
BTSAX - BTS Managed Income Fund Class A Shares 44,794 15.65
Smith Anglin Financial, LLC 37,880 17.16
Swmg, Llc 34,627 17.15
Triumph Capital Management 25,571 17.17
Sanford Advisory Services, LLC 25,000 15.92
Cantor Fitzgerald, L. P. 22,772 17.17
Y-Intercept (Hong Kong) Ltd 21,284 17.15
Good Life Advisors, LLC 19,005 17.15
Sawtooth Solutions, LLC 16,333 17.14
Chicago Partners Investment Group LLC 14,433 17.11
MBA Advisors LLC 12,786 17.13
Two Sigma Securities, Llc 12,757 17.17
Marshall Wace, Llp 12,500 17.12
Legacy Wealth Planning, LLC 11,838 15.63
Axxcess Wealth Management, Llc 11,400 17.19
Balboa Wealth Partners 11,376 17.14
Capital CS Group, LLC 11,306 17.16
HAP Trading, LLC 11,300
HAP Trading, LLC 11,300
HAP Trading, LLC 11,300
Valeo Financial Advisors, LLC 10,763 17.19
Qube Research & Technologies Ltd 5,226 17.22
Cambridge Trust Co 4,190 17.18
Strategic Asset Management, LLC 2,793 17.54
HBC Financial Services, PLLC 1,500
Syverson Strege & Co 1,420 16.90
Gradient Investments LLC 1,154 17.33
CoreCap Advisors, LLC 972 15.43
Sargent Bickham Lagudis LLC 764 15.71
TCI Wealth Advisors, Inc. 645 17.05
Trustcore Financial Services, Llc 293 17.06
Ronald Blue Trust, Inc. 261
Private Ocean, LLC 112 17.86
U.S. Capital Wealth Advisors, LLC
Enterprise Financial Services Corp
JJJ Advisors Inc.
CNB Bank
BTS Asset Management, Inc.
Aj Wealth Strategies, Llc
Biltmore Family Office, LLC
Pasadena Private Wealth, LLC
Signature Securities Group Corporation
Stonebridge Capital Advisors LLC
Cowa, Llc
Howard Financial Services, Ltd.
Seacrest Wealth Management, Llc
Johnson Midwest Financial, LLC
Advisor Resource Council
Industrial Alliance Investment Management Inc.
Navis Wealth Advisors, LLC
Activest Wealth Management
Merit Financial Group, LLC
Deutsche Bank Ag\
Patten & Patten Inc/tn
Diversified, LLC
Retirement Planning Group
Sage Mountain Advisors LLC
Trinity Legacy Partners, LLC
EPG Wealth Management LLC
Tranquility Partners, LLC
Herold Advisors, Inc.
Bank of New York Mellon Corp
Loomis Sayles & Co L P
Hazlett, Burt & Watson, Inc.
Y.D. More Investments Ltd
Parallax Volatility Advisers, L.P.
Ashford Capital Management Inc
Freedom Wealth Alliance, Llc
Sound Income Strategies, LLC
Novare Capital Management Llc
AlphaStar Capital Management, LLC
Lakeview Capital Partners, LLC
Endowment Wealth Management, Inc.
Minichmacgregor Wealth Management, Llc
Citigroup Inc
ACG Wealth
McElhenny Sheffield Capital Management, LLC
Legacy Capital Wealth Partners, LLC
All Season Financial Advisors, Inc.
Jacobi Capital Management LLC
Verity Asset Management, Inc.
Atlantic Union Bankshares Corp
Toronto Dominion Bank
Ford Financial Group, LLC
Certified Advisory Corp
Moisand Fitzgerald Tamayo, LLC
Asset Dedication, LLC
Huntington National Bank
CIBC World Markets Inc.
55i, Llc
RWM Asset Management, LLC
Oxler Private Wealth LLC
Barclays Plc
First Manhattan Co
Relative Value Partners Group, LLC
Total Clarity Wealth Management, Inc.
Opal Wealth Advisors, LLC
Accurate Wealth Management, LLC
Key FInancial Inc
Old Mission Capital Llc
Hrt Financial Lp
RBA Wealth Management, LLC
Gainplan LLC
WFA of San Diego, LLC
Coppell Advisory Solutions Corp.
Parallax Volatility Advisers, L.P.
Money Concepts Capital Corp
Tsfg, Llc
SOA Wealth Advisors, LLC.
Prism Advisors, Inc.
Strategies Wealth Advisors, LLC
Csenge Advisory Group
Ellis Investment Partners, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Westwood Holdings Group Inc 633,813 0.02 789,070 0.02
IFP Advisors, Inc 188,460 17.75 168,810 20.02
HBW Advisory Services LLC 162,816 0.02 158,846 0.02
Wedbush Securities Inc 140,176 0.01 130,194 0.02
Hunter Associates Investment Management Llc 66,909 0.01 44,440 0.02
Change Path, LLC 56,844 0.02 47,453 0.02
GeoWealth Management, LLC 37,137 0.03 31,585 0.03
Duncker Streett & Co Inc 115 17.39 112 17.86
Parallel Advisors, LLC 77 12.99 453 17.66
Name Current Shares Current PPS Previous Shares Previous PPS
Nissay Asset Management Corp /japan/ /adv 18,500,242 17.75 6,553,946 17.15
Mjp Associates Inc /adv 13,866,387 0.18 12,169,970 0.17
LPL Financial LLC 8,673,204 17.75 8,146,629 17.15
Morgan Stanley 7,853,831 17.75 7,064,119 17.15
Bank Of America Corp /de/ 4,751,123 17.75 3,287,954 17.15
Wells Fargo & Company/mn 4,277,487 17.75 4,102,407 17.15
Cwm, Llc 3,137,895 0.02 3,090,698 0.02
UBS Group AG 2,517,803 17.75 2,332,908 17.15
Raymond James Financial Services Advisors, Inc. 2,443,100 17.75 2,271,792 17.15
Fluent Financial, LLC 2,084,000 0.18 2,124,000 0.17
Royal Bank Of Canada 2,056,265 17.75 1,645,229 17.15
Advisor Group Holdings, Inc. 1,867,231 17.75 1,709,795 17.16
Cook Wealth Management Group Llc 1,743,912 17.89 2,104,911 17.25
Mirae Asset Global Investments Co., Ltd. 1,301,348 17.74 978,839 17.15
Centaurus Financial, Inc. 1,214,124 0.02 1,006,645 0.02
Brookstone Capital Management 1,202,599 17.72 1,148,661 17.30
Cambridge Investment Research Advisors, Inc. 1,138,910 0.02 1,012,084 0.02
Ameriprise Financial Inc 1,054,958 17.75 1,243,824 17.17
Janney Montgomery Scott LLC 765,221 0.02 777,561 0.02
Jane Street Group, Llc 708,142 17.75 80,180 17.15
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Nissay Asset Management Corp /japan/ /adv 11,946,296 18,500,242 17.75 6,553,946 17.15 182.28
Bank Of America Corp /de/ 1,463,169 4,751,123 17.75 3,287,954 17.15 44.50
Morgan Stanley 789,712 7,853,831 17.75 7,064,119 17.15 11.18
Jane Street Group, Llc 627,962 708,142 17.75 80,180 17.15 783.19
LPL Financial LLC 526,575 8,673,204 17.75 8,146,629 17.15 6.46
Royal Bank Of Canada 411,036 2,056,265 17.75 1,645,229 17.15 24.98
Mirae Asset Global Investments Co., Ltd. 322,509 1,301,348 17.74 978,839 17.15 32.95
Orion Portfolio Solutions, LLC 298,407 658,463 17.75 360,056 17.15 82.88
Atlas Private Wealth Advisors 279,695 515,183 17.75 235,488 17.15 118.77
Belpointe Asset Management LLC 239,474 270,918 17.75 31,444 17.14 761.59
Sowell Financial Services LLC 220,726 307,610 17.75 86,884 0.01 254.05
Flagship Harbor Advisors, Llc 213,107 255,014 17.75 41,907 17.16 508.52
Centaurus Financial, Inc. 207,479 1,214,124 0.02 1,006,645 0.02 20.61
Mutual Advisors, LLC 187,482 301,184 17.75 113,702 17.15 164.89
UBS Group AG 184,895 2,517,803 17.75 2,332,908 17.15 7.93
Wells Fargo & Company/mn 175,080 4,277,487 17.75 4,102,407 17.15 4.27
Raymond James Financial Services Advisors, Inc. 171,308 2,443,100 17.75 2,271,792 17.15 7.54
Dynamic Advisor Solutions LLC 159,767 288,876 17.75 129,109 17.15 123.75
Advisor Group Holdings, Inc. 157,436 1,867,231 17.75 1,709,795 17.16 9.21
Cambridge Investment Research Advisors, Inc. 126,826 1,138,910 0.02 1,012,084 0.02 12.53
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cook Wealth Management Group Llc 360,999 1,743,912 17.89 2,104,911 17.25 -17.15
Armor Investment Advisors, LLC 251,379 213,166 17.75 464,545 17.15 -54.11
Ameriprise Financial Inc 188,866 1,054,958 17.75 1,243,824 17.17 -15.18
Westwood Holdings Group Inc 155,257 633,813 0.02 789,070 0.02 -19.68
MAS Advisors LLC 81,931 63,273 17.75 145,204 17.15 -56.42
Arete Wealth Advisors, LLC 74,115 108,131 0.02 182,246 0.02 -40.67
Oppenheimer & Co Inc 48,334 43,398 17.74 91,732 17.15 -52.69
Stephens Inc /ar/ 46,270 15,488 17.76 61,758 17.15 -74.92
Truist Financial Corp 41,904 269,003 17.75 310,907 17.15 -13.48
American Portfolios Advisors 36,087 33,914 17.46 70,001 15.66 -51.55
Stifel Financial Corp 32,918 362,441 17.75 395,359 17.15 -8.33
Cavalier Investments, LLC 29,607 590,377 17.75 619,984 17.15 -4.78
Jefferies Financial Group Inc. 20,689 283,318 17.75 304,007 17.15 -6.81
Wealth Effects Llc 20,318 75,984 17.75 96,302 17.15 -21.10
Geneos Wealth Management Inc. 20,263 8,788 17.75 29,051 17.14 -69.75
Weaver Consulting Group 19,808 62,733 17.76 82,541 17.16 -24.00
PSI Advisors, LLC 15,453 29,753 17.75 45,206 17.14 -34.18
Credit Suisse Ag/ 15,002 12,015 23.30 27,017 23.28 -55.53
Evexia Wealth Llc 14,954 17,218 17.95 32,172 17.47 -46.48
Kovack Advisors, Inc. 14,508 37,357 17.75 51,865 17.14 -27.97
Name Current Puts
Name Current Calls
Tlwm 56,200
Hurlow Wealth Management Group, Inc. 50,000
Name
Name Previous Puts
HAP Trading, LLC 11,300
Name Previous Calls
Navalign, LLC 77,500
Prism Advisors, Inc. 0
Gainplan LLC 0
RBA Wealth Management, LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Wolverine Trading, Llc 6,100 59,900 53,800 11.34
Name Increased Calls Current Calls Previous Calls Percentage Increase
Capital Advisors Wealth Management, LLC 10,000 40,000 30,000 33.33
Mjp Associates Inc /adv 1,696,417 13,866,387 12,169,970 13.94
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Cutler Group LP 42,500 27,500 70,000 -60.71
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 120,400 57,900 178,300 -67.53
Fluent Financial, LLC 40,000 2,084,000 2,124,000 -1.88
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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