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 310 142.00 29.21 32.85
Previous Quarter 327 137.00 29.21 32.73

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 0 63 40 1 13 25
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 0 5 24 1 11 11
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 5,204,339 0.00 0.00 0 0.00 0.00
Previous Quarter 5,204,339 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
BlackRock Inc. 5,204,339 29.21
Morgan Stanley 4,881,880 29.21
Hsbc Holdings Plc 4,201,861 29.21
M&t Bank Corp 3,446,890 29.21
Bank Of Montreal /can/ 2,397,026 29.85
Partners Capital Investment Group, Llp 1,852,662 29.21
Jones Financial Companies Lllp 1,840,963 28.80
Savant Capital, LLC 1,471,036 29.21
Wells Fargo & Company/mn 1,461,941 29.21
LPL Financial LLC 1,388,633 29.21
Capstone Financial Advisors, Inc. 919,878 29.21
HighTower Advisors, LLC 861,696 29.21
Royal Bank Of Canada 845,361 29.21
Envestnet Asset Management Inc 813,838 29.21
Northwestern Mutual Wealth Management Co 790,392 29.21
One Capital Management, LLC 752,809 29.21
Bank Of America Corp /de/ 720,337 29.21
Goldman Sachs Group Inc 632,864 29.21
PDS Planning, Inc 590,290 24.18
Wilshire Associates Inc 526,069 29.21

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
BlackRock Inc. 5,204,339 29.21
Morgan Stanley 4,881,880 29.21
Hsbc Holdings Plc 4,201,861 29.21
M&t Bank Corp 3,446,890 29.21
Bank Of Montreal /can/ 2,397,026 29.85
Partners Capital Investment Group, Llp 1,852,662 29.21
Jones Financial Companies Lllp 1,840,963 28.80
Savant Capital, LLC 1,471,036 29.21
Wells Fargo & Company/mn 1,461,941 29.21
LPL Financial LLC 1,388,633 29.21
Capstone Financial Advisors, Inc. 919,878 29.21
HighTower Advisors, LLC 861,696 29.21
Royal Bank Of Canada 845,361 29.21
Envestnet Asset Management Inc 813,838 29.21
Northwestern Mutual Wealth Management Co 790,392 29.21
One Capital Management, LLC 752,809 29.21
Bank Of America Corp /de/ 720,337 29.21
Miracle Mile Advisors, LLC 679,189 29.21
Goldman Sachs Group Inc 632,864 29.21
PDS Planning, Inc 535,478 29.21

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Miracle Mile Advisors, LLC 679,189 29.21
Ameritas Investment Corp 462,490 0.03
BOK Financial Private Wealth, Inc. 72,512 28.08
Citadel Advisors Llc 35,242 29.20
Cardinal Point Wealth Management LLC 14,450 27.40
IFP Advisors, Inc 13,731 30.73
Brio Consultants, LLC 12,883 29.19
Moors & Cabot, Inc. 10,000 1.00
Crestmont Private Wealth LLC 4,984 29.29
Heritage Wealth Management, Llc 4,048 27.42
Investmark Advisory Group LLC 2,697 30.40
Parallel Advisors, LLC 1,878 29.82
Koshinski Asset Management, Inc. 1,231 29.24
Wealth Quarterback LLC 562
Bank of New York Mellon Corp
Flow Traders U.s. Llc
Truepoint, Inc.
Parisi Gray Wealth Management
New Capital Management LP
Cerity Partners LLC
Resources Investment Advisors, LLC.
Better Money Decisions, LLC
Advisors Preferred, LLC
Sterneck Capital Management, LLC
Masso Torrence Wealth Management Inc.
Keel Point, LLC
Simplex Trading, Llc
Sterling Financial Planning, Inc.
Goldstream Capital Management Ltd
Wolverine Trading, Llc
Claudia M.p. Batlle, Crp (r) Llc
Cetera Advisor Networks LLC
Bellwether Advisors, LLC
Bank Julius Baer & Co. Ltd, Zurich
O'shaughnessy Asset Management, Llc
Jacobi Capital Management LLC
EP Wealth Advisors, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Firestone Capital Management
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Mackenzie Financial Corp
Bogart Wealth, LLC
Fortitude Advisory Group L.L.C.
TD Capital Management LLC
Barclays Plc
FIL Ltd
Consolidated Planning Corp
Elmwood Wealth Management, Inc.
Veritable, L.P.
Proequities, Inc.
Asset Dedication, LLC
Stonehage Fleming Financial Services Holdings Ltd
Strategic Blueprint, LLC
Bank Hapoalim Bm
Wealth Alliance
StoneX Group Inc.
Arkadios Wealth Advisors
CoreCap Advisors, LLC
Jane Street Group, Llc
Fsb Premier Wealth Management, Inc.
Cypress Capital Management LLC (WY)
XR Securities LLC
SG Americas Securities, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
PDS Planning, Inc 590,290 24.18 535,478 29.21
IAPVX - Voya Global Perspectives(R) Fund Class A 481,610 27.70 497,847 28.64
Sumitomo Mitsui DS Asset Management Company, Ltd 458,651 24.18 431,116 29.21
Boston Standard Wealth Management, LLC 405,160 24.51 406,654 29.21
Wipfli Financial Advisors Llc, 292,092 24.18 307,016 29.21
Money Design Co.,Ltd. 277,403 24.18 418,161 29.21
GP Brinson Investments LLC 151,716 24.18 151,716 29.21
RWM Asset Management, LLC 139,274 24.18 149,813 29.21
Apella Capital, LLC 90,365 24.18 85,802 29.21
TCHDX - Transamerica ClearTrack 2035 R6 83,424 27.70 83,424 28.64
TCRTX - Transamerica ClearTrack 2040 R1 79,749 27.70 80,286 28.64
TDFTX - Transamerica ClearTrack 2030 R1 70,558 27.69 75,286 28.64
Greenspring Advisors, LLC 66,848 24.16 73,934 29.22
TDITX - Transamerica ClearTrack 2025 R1 60,544 27.70 65,646 28.64
EFG Asset Management (Americas) Corp. 55,060 24.17 40,165 29.20
TCITX - Transamerica ClearTrack Retirement Income R1 53,812 27.71 60,799 28.64
TCPTX - Transamerica ClearTrack 2045 R1 52,669 27.70 54,449 28.63
Cambridge Investment Research Advisors, Inc. 46,765 24.18 43,908 29.22
TRNTX - Transamerica ClearTrack 2050 R1 42,540 27.69 46,946 28.65
RDA Financial Network 41,421 24.19 37,795 29.21
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 21 47.62 116 25.86
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
PDS Planning, Inc 54,812 590,290 24.18 535,478 29.21 10.24
Sumitomo Mitsui DS Asset Management Company, Ltd 27,535 458,651 24.18 431,116 29.21 6.39
EFG Asset Management (Americas) Corp. 14,895 55,060 24.17 40,165 29.20 37.08
Apella Capital, LLC 4,563 90,365 24.18 85,802 29.21 5.32
RDA Financial Network 3,626 41,421 24.19 37,795 29.21 9.59
Cambridge Investment Research Advisors, Inc. 2,857 46,765 24.18 43,908 29.22 6.51
Sightline Wealth Advisors, LLC 2,464 12,967 24.14 10,503 29.23 23.46
180 Wealth Advisors, Llc 1,065 20,507 24.53 19,442 29.47 5.48
Private Advisor Group, LLC 509 10,683 24.15 10,174 29.19 5.00
Wolff Wiese Magana Llc 248 448 24.55 200 30.00 124.00
Massmutual Trust Co Fsb/adv 72 72 0 0.00
Global Retirement Partners, LLC 5 806 23.57 801 26.22 0.62
Rosenberg Matthew Hamilton 1 6,335 24.47 6,334 29.21 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 375,853 10,683 24.15 386,536 29.21 -97.24
Wiser Wealth Management, Inc 212,907 10,619 24.20 223,526 29.21 -95.25
Money Design Co.,Ltd. 140,758 277,403 24.18 418,161 29.21 -33.66
Bft Financial Group, Llc 88,822 24,969 24.19 113,791 29.21 -78.06
IAPVX - Voya Global Perspectives(R) Fund Class A 16,237 481,610 27.70 497,847 28.64 -3.26
Wipfli Financial Advisors Llc, 14,924 292,092 24.18 307,016 29.21 -4.86
RWM Asset Management, LLC 10,539 139,274 24.18 149,813 29.21 -7.03
Greenspring Advisors, LLC 7,086 66,848 24.16 73,934 29.22 -9.58
TCITX - Transamerica ClearTrack Retirement Income R1 6,987 53,812 27.71 60,799 28.64 -11.49
TDITX - Transamerica ClearTrack 2025 R1 5,102 60,544 27.70 65,646 28.64 -7.77
TDFTX - Transamerica ClearTrack 2030 R1 4,728 70,558 27.69 75,286 28.64 -6.28
Advisory Alpha, LLC 4,623 25,819 24.17 30,442 29.20 -15.19
TRNTX - Transamerica ClearTrack 2050 R1 4,406 42,540 27.69 46,946 28.65 -9.39
TCFTX - Transamerica ClearTrack 2015 R1 3,343 32,788 27.69 36,131 28.65 -9.25
TCHTX - Transamerica ClearTrack 2020 R1 2,969 34,809 27.69 37,778 28.64 -7.86
Orion Portfolio Solutions, LLC 1,906 29,129 24.17 31,035 29.23 -6.14
TCPTX - Transamerica ClearTrack 2045 R1 1,780 52,669 27.70 54,449 28.63 -3.27
Financial Management Network Inc 1,688 21,267 24.50 22,955 29.49 -7.35
Boston Standard Wealth Management, LLC 1,494 405,160 24.51 406,654 29.21 -0.37
Boltwood Capital Management 1,310 8,300 24.22 9,610 29.24 -13.63
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
Name Shares PPS
Brio Consultants, LLC 12,883 29.19
Crestmont Private Wealth LLC 4,984 29.29
Koshinski Asset Management, Inc. 1,231 29.24
Investmark Advisory Group LLC 2,697 30.40
Miracle Mile Advisors, LLC 679,189 29.21
Name Current Shares Current PPS Previous Shares Previous PPS
PDS Planning, Inc 590,290 24.18 535,478 29.21
Sumitomo Mitsui DS Asset Management Company, Ltd 458,651 24.18 431,116 29.21
Boston Standard Wealth Management, LLC 405,160 24.51 406,654 29.21
Money Design Co.,Ltd. 277,403 24.18 418,161 29.21
GP Brinson Investments LLC 151,716 24.18 151,716 29.21
RWM Asset Management, LLC 139,274 24.18 149,813 29.21
Greenspring Advisors, LLC 66,848 24.16 73,934 29.22
EFG Asset Management (Americas) Corp. 55,060 24.17 40,165 29.20
Cambridge Investment Research Advisors, Inc. 46,765 24.18 43,908 29.22
RDA Financial Network 41,421 24.19 37,795 29.21
Orion Portfolio Solutions, LLC 29,129 24.17 31,035 29.23
Advisory Alpha, LLC 25,819 24.17 30,442 29.20
Bft Financial Group, Llc 24,969 24.19 113,791 29.21
Financial Management Network Inc 21,267 24.50 22,955 29.49
180 Wealth Advisors, Llc 20,507 24.53 19,442 29.47
Sightline Wealth Advisors, LLC 12,967 24.14 10,503 29.23
Gradient Investments LLC 10,683 24.15 386,536 29.21
Private Advisor Group, LLC 10,683 24.15 10,174 29.19
Wiser Wealth Management, Inc 10,619 24.20 223,526 29.21
Rosenberg Matthew Hamilton 6,335 24.47 6,334 29.21
Exane Derivatives 901 24.42 901 28.86
Global Retirement Partners, LLC 806 23.57 801 26.22
Cordasco Financial Network 730 24.66 730 28.77
Wolff Wiese Magana Llc 448 24.55 200 30.00
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 21 47.62 116 25.86
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
PDS Planning, Inc 54,812 590,290 24.18 535,478 29.21 10.24
Sumitomo Mitsui DS Asset Management Company, Ltd 27,535 458,651 24.18 431,116 29.21 6.39
EFG Asset Management (Americas) Corp. 14,895 55,060 24.17 40,165 29.20 37.08
RDA Financial Network 3,626 41,421 24.19 37,795 29.21 9.59
Cambridge Investment Research Advisors, Inc. 2,857 46,765 24.18 43,908 29.22 6.51
Sightline Wealth Advisors, LLC 2,464 12,967 24.14 10,503 29.23 23.46
180 Wealth Advisors, Llc 1,065 20,507 24.53 19,442 29.47 5.48
Private Advisor Group, LLC 509 10,683 24.15 10,174 29.19 5.00
Wolff Wiese Magana Llc 248 448 24.55 200 30.00 124.00
Global Retirement Partners, LLC 5 806 23.57 801 26.22 0.62
Rosenberg Matthew Hamilton 1 6,335 24.47 6,334 29.21 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 375,853 10,683 24.15 386,536 29.21 -97.24
Wiser Wealth Management, Inc 212,907 10,619 24.20 223,526 29.21 -95.25
Money Design Co.,Ltd. 140,758 277,403 24.18 418,161 29.21 -33.66
Bft Financial Group, Llc 88,822 24,969 24.19 113,791 29.21 -78.06
RWM Asset Management, LLC 10,539 139,274 24.18 149,813 29.21 -7.03
Greenspring Advisors, LLC 7,086 66,848 24.16 73,934 29.22 -9.58
Advisory Alpha, LLC 4,623 25,819 24.17 30,442 29.20 -15.19
Orion Portfolio Solutions, LLC 1,906 29,129 24.17 31,035 29.23 -6.14
Financial Management Network Inc 1,688 21,267 24.50 22,955 29.49 -7.35
Boston Standard Wealth Management, LLC 1,494 405,160 24.51 406,654 29.21 -0.37
Allworth Financial LP 95 21 47.62 116 25.86 -81.90
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