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	216	92.00	95.90	94.31
Previous Quarter	225	93.00	95.91	93.84

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	44	18	0	10	3
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	2	12	0	5	3
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	39,282	0.00	0.00	0	0.00	0.00
Previous Quarter	39,282	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
Assetmark, Inc	904,785	95.91
Ameriprise Financial Inc	679,611	96.02
Morgan Stanley	477,175	95.91
Bank Of America Corp /de/	454,406	95.91
Franklin, Parlapiano, Turner & Welch, LLC	353,896	95.91
Envestnet Asset Management Inc	308,739	95.91
Wells Fargo & Company/mn	231,676	95.91
UBS Group AG	230,544	95.91
Royal Bank Of Canada	179,526	95.91
Clearwater Capital Advisors, LLC	173,922	95.91
Capital Asset Advisory Services LLC	163,679	95.91
Advisor Group Holdings, Inc.	107,563	102.34
LPL Financial LLC	103,227	95.91
Raymond James & Associates	101,517	95.91
Raymond James Financial Services Advisors, Inc.	77,631	95.90
Ascension Capital Advisors, Inc.	74,482	95.92
Keeley-Teton Advisors, LLC	70,428	95.91
Cambridge Investment Research Advisors, Inc.	66,532	79.99
Northwestern Mutual Wealth Management Co	64,855	95.91
Bullseye Investment Management, LLC	63,185	95.91

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
Assetmark, Inc	904,785	95.91
Ameriprise Financial Inc	679,611	96.02
Morgan Stanley	477,175	95.91
Bank Of America Corp /de/	454,406	95.91
Franklin, Parlapiano, Turner & Welch, LLC	353,896	95.91
Envestnet Asset Management Inc	308,739	95.91
Wells Fargo & Company/mn	231,676	95.91
UBS Group AG	230,544	95.91
Royal Bank Of Canada	179,526	95.91
Clearwater Capital Advisors, LLC	173,922	95.91
Capital Asset Advisory Services LLC	163,679	95.91
Advisor Group Holdings, Inc.	107,563	102.34
LPL Financial LLC	103,227	95.91
Raymond James & Associates	101,517	95.91
Raymond James Financial Services Advisors, Inc.	77,631	95.90
Ascension Capital Advisors, Inc.	74,482	95.92
Keeley-Teton Advisors, LLC	70,428	95.91
Northwestern Mutual Wealth Management Co	64,855	95.91
Bullseye Investment Management, LLC	63,185	95.91
Cambria Investment Management, L.P.	62,800	95.91

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
McAdam, LLC	41,191	79.99
Oak Asset Management, LLC	10,873	80.01
jvl associates llc	0

Recent Quarter 44 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	62,000	1.02
Derby & Company, Inc	12,156	85.55
BOK Financial Private Wealth, Inc.	6,281	79.45
IAM Advisory, LLC	2,122	96.14
Oxinas Partners Wealth Management LLC	2,081	96.11
QALTX - Quantified Alternative Investment Fund Investor Class Shares	412	84.95
Wealth Quarterback LLC	106
IFP Advisors, Inc	35	85.71
jvl associates llc
Zacks Investment Management
PFG Advisors
Red Door Wealth Management, LLC
Kowal Investment Group, LLC
CIBC World Markets Inc.
Citigroup Inc
Sandy Spring Bank
Goldstream Capital Management Ltd
Lido Advisors, LLC
Barclays Plc
Migdal Insurance & Financial Holdings Ltd.
Widmann Financial Services, Inc.
BEAM Asset Management, LLC
Cutler Group LP
Jfs Wealth Advisors, Llc
Retirement Planning Co of New England, Inc.
Strategic Asset Management, LLC
CoreCap Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
Index Fund Advisors, Inc.
EverSource Wealth Advisors, LLC
Total Clarity Wealth Management, Inc.
Cutler Group LP
CX Institutional
Paradigm Financial Partners, Llc
Truvestments Capital Llc
Portfolio Strategies, Inc.
ARGI Investment Services, LLC
Guidance Point Advisors, LLC
HAP Trading, LLC
Redhawk Wealth Advisors, Inc.
Us Bancorp \de\
Advisors Preferred, LLC
Private Advisor Group, LLC
Matrix Private Capital Group Llc

Recent Quarter 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	66,532	79.99	27,679	95.92
GMOM - Cambria Global Momentum ETF	56,992	90.42	44,936	92.82
DALT - Anfield Capital Diversified Alternatives ETF	23,026	90.42	20,828	92.81
Acorn Financial Advisory Services Inc /adv	15,215	79.99	12,913	95.72
TRTY - Cambria Trinity ETF	13,072	90.42	11,696	92.85
RVW Wealth, LLC	7,771	80.04	7,484	95.94
Global Retirement Partners, LLC	6,793	79.94	6,732	84.22
Sound Income Strategies, LLC	6,607	80.07	7,189	95.84
Beirne Wealth Consulting Services, LLC	6,353	79.96	12,639	95.89
RDA Financial Network	3,848	80.04	4,169	95.95
Boltwood Capital Management	3,600	80.00	3,600	95.83
Orion Portfolio Solutions, LLC	2,831	79.83	2,662	95.79
New England Guild Wealth Advisors, Inc.	2,791	79.90	2,776	95.82
Murphy Capital Management Inc	2,705	79.85	2,705	95.75
RWM Asset Management, LLC	994	80.48	994	95.57
Covington Capital Management	401	79.80	11	90.91
Cordasco Financial Network	117	76.92	117	94.02
Atticus Wealth Management, Llc	30	66.67	30	100.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	38,853	66,532	79.99	27,679	95.92	140.37
GMOM - Cambria Global Momentum ETF	12,056	56,992	90.42	44,936	92.82	26.83
Acorn Financial Advisory Services Inc /adv	2,302	15,215	79.99	12,913	95.72	17.83
DALT - Anfield Capital Diversified Alternatives ETF	2,198	23,026	90.42	20,828	92.81	10.55
TRTY - Cambria Trinity ETF	1,376	13,072	90.42	11,696	92.85	11.76
Covington Capital Management	390	401	79.80	11	90.91	3545.45
RVW Wealth, LLC	287	7,771	80.04	7,484	95.94	3.83
Orion Portfolio Solutions, LLC	169	2,831	79.83	2,662	95.79	6.35
Global Retirement Partners, LLC	61	6,793	79.94	6,732	84.22	0.91
New England Guild Wealth Advisors, Inc.	15	2,791	79.90	2,776	95.82	0.54

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Beirne Wealth Consulting Services, LLC	6,286	6,353	79.96	12,639	95.89	-49.73
Sound Income Strategies, LLC	582	6,607	80.07	7,189	95.84	-8.10
RDA Financial Network	321	3,848	80.04	4,169	95.95	-7.70

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 2 New Institutes added position

Name	Shares	PPS
McAdam, LLC	41,191	79.99
Oak Asset Management, LLC	10,873	80.01

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
IAM Advisory, LLC	2,122	96.14
Oxinas Partners Wealth Management LLC	2,081	96.11

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	66,532	79.99	27,679	95.92
Acorn Financial Advisory Services Inc /adv	15,215	79.99	12,913	95.72
RVW Wealth, LLC	7,771	80.04	7,484	95.94
Global Retirement Partners, LLC	6,793	79.94	6,732	84.22
Sound Income Strategies, LLC	6,607	80.07	7,189	95.84
Beirne Wealth Consulting Services, LLC	6,353	79.96	12,639	95.89
RDA Financial Network	3,848	80.04	4,169	95.95
Orion Portfolio Solutions, LLC	2,831	79.83	2,662	95.79
Murphy Capital Management Inc	2,705	79.85	2,705	95.75
RWM Asset Management, LLC	994	80.48	994	95.57
Cordasco Financial Network	117	76.92	117	94.02
Atticus Wealth Management, Llc	30	66.67	30	100.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	38,853	66,532	79.99	27,679	95.92	140.37
Acorn Financial Advisory Services Inc /adv	2,302	15,215	79.99	12,913	95.72	17.83
RVW Wealth, LLC	287	7,771	80.04	7,484	95.94	3.83
Orion Portfolio Solutions, LLC	169	2,831	79.83	2,662	95.79	6.35
Global Retirement Partners, LLC	61	6,793	79.94	6,732	84.22	0.91

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Beirne Wealth Consulting Services, LLC	6,286	6,353	79.96	12,639	95.89	-49.73
Sound Income Strategies, LLC	582	6,607	80.07	7,189	95.84	-8.10
RDA Financial Network	321	3,848	80.04	4,169	95.95	-7.70

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