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	144	163.00	169.27	150.21
Previous Quarter	153	164.00	169.29	147.22

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	2	32	14	0	6	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	1	13	0	5	5
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
J.w. Cole Advisors, Inc.	189,436	0.01
LPL Financial LLC	145,961	169.29
Empowered Funds, LLC	121,242	169.29
Bank Of America Corp /de/	92,215	169.29
Morgan Stanley	85,924	169.29
Certified Advisory Corp	71,953	169.29
Affiance Financial, LLC	69,599	165.69
Private Wealth Group, LLC	59,891	165.68
Advisor Group Holdings, Inc.	50,699	230.77
Cambridge Investment Research Advisors, Inc.	48,015	165.70
Commonwealth Equity Services, Llc	47,742	169.28
Morris Retirement Advisors, LLC	45,597	169.29
Ameritas Advisory Services, LLC	43,133	169.29
Stelac Advisory Services LLC	39,031	169.30
Envestnet Asset Management Inc	31,699	169.28
AE Wealth Management LLC	29,893	169.30
Ameriprise Financial Inc	27,025	169.77
UBS Group AG	23,737	169.27
Raymond James Financial Services Advisors, Inc.	23,053	169.31
Worth Asset Management, LLC	23,049	165.69

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
J.w. Cole Advisors, Inc.	189,436	0.01
LPL Financial LLC	145,961	169.29
Empowered Funds, LLC	121,242	169.29
Bank Of America Corp /de/	92,215	169.29
Morgan Stanley	85,924	169.29
Certified Advisory Corp	71,953	169.29
Private Wealth Group, LLC	65,029	169.29
Advisor Group Holdings, Inc.	50,699	230.77
Cambridge Investment Research Advisors, Inc.	49,934	169.28
Commonwealth Equity Services, Llc	47,742	169.28
Morris Retirement Advisors, LLC	45,597	169.29
Ameritas Advisory Services, LLC	43,133	169.29
Ameritas Investment Corp	41,929	0.14
Affiance Financial, LLC	40,431	169.30
Stelac Advisory Services LLC	39,031	169.30
Frisch Financial Group, Inc.	36,516
Envestnet Asset Management Inc	31,699	169.28
AE Wealth Management LLC	29,893	169.30
Ameriprise Financial Inc	27,025	169.77
Green Harvest Asset Management LLC	24,375	154.05

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Kestra Advisory Services, LLC	3,175	169.45
Retirement Planning Group	2,328	165.81

Recent Quarter 32 Institutes closed out their positions

Name	Shares	PPS
Ameritas Investment Corp	41,929	0.14
Frisch Financial Group, Inc.	36,516
Green Harvest Asset Management LLC	24,375	154.05
Kestra Advisory Services, LLC	3,175	169.45
PFG Advisors	1,218	169.13
IFP Advisors, Inc	396	169.19
Carroll Financial Associates, Inc.	225	164.44
Parallel Advisors, LLC	29	172.41
AdvisorNet Financial, Inc
Founders Financial Securities Llc
Change Path, LLC
Nations Financial Group Inc, /ia/ /adv
IronBridge Private Wealth, LLC
BerganKDV Wealth Management, LLC
Sigma Planning Corp
Moisand Fitzgerald Tamayo, LLC
CAPROCK Group, Inc.
Fifth Third Securities, Inc.
Synergy Financial Management, LLC
TFAFX - Tactical Growth Allocation Fund Class I
Huntington National Bank
Kestra Private Wealth Services, Llc
Arkadios Wealth Advisors
Tower Research Capital LLC (TRC)
IMC-Chicago, LLC
FourThought Financial, LLC
Financial Advisory Service, Inc.
Sandy Spring Bank
Flagship Harbor Advisors, Llc
TFAMX - Tactical Moderate Allocation Fund Class A
Kore Private Wealth LLC
Steward Partners Investment Advisory, Llc

Recent Quarter 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Affiance Financial, LLC	69,599	165.69	40,431	169.30
Private Wealth Group, LLC	59,891	165.68	65,029	169.29
Cambridge Investment Research Advisors, Inc.	48,015	165.70	49,934	169.28
Worth Asset Management, LLC	23,049	165.69	20,400	173.58
Tsfg, Llc	17,952	165.66	18,393	169.30
First Heartland Consultants, Inc.	15,908	165.64	3,750	169.07
Friedenthal Financial	8,009	165.69	8,048	169.23
Koshinski Asset Management, Inc.	3,861	0.26	3,556	169.29
Private Advisor Group, LLC	2,905	165.58	1,951	169.14
Pinnacle Private Wealth, LLC	2,105	165.80	2,105	169.12
Advisory Alpha, LLC	1,758	165.53	1,604	169.58
Allworth Financial LP	1,647	165.76	1,730	169.36
FC Advisory LLC	1,591	165.93	1,591	169.08
Sargent Bickham Lagudis LLC	187	165.78	187	171.12

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Affiance Financial, LLC	29,168	69,599	165.69	40,431	169.30	72.14
First Heartland Consultants, Inc.	12,158	15,908	165.64	3,750	169.07	324.21
Worth Asset Management, LLC	2,649	23,049	165.69	20,400	173.58	12.99
Private Advisor Group, LLC	954	2,905	165.58	1,951	169.14	48.90
Koshinski Asset Management, Inc.	305	3,861	0.26	3,556	169.29	8.58
Advisory Alpha, LLC	154	1,758	165.53	1,604	169.58	9.60

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Wealth Group, LLC	5,138	59,891	165.68	65,029	169.29	-7.90
Cambridge Investment Research Advisors, Inc.	1,919	48,015	165.70	49,934	169.28	-3.84
Tsfg, Llc	441	17,952	165.66	18,393	169.30	-2.40
Allworth Financial LP	83	1,647	165.76	1,730	169.36	-4.80
Friedenthal Financial	39	8,009	165.69	8,048	169.23	-0.48

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
Retirement Planning Group	2,328	165.81

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
PFG Advisors	1,218	169.13

Past Week 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Affiance Financial, LLC	69,599	165.69	40,431	169.30
Private Wealth Group, LLC	59,891	165.68	65,029	169.29
Cambridge Investment Research Advisors, Inc.	48,015	165.70	49,934	169.28
Tsfg, Llc	17,952	165.66	18,393	169.30
First Heartland Consultants, Inc.	15,908	165.64	3,750	169.07
Friedenthal Financial	8,009	165.69	8,048	169.23
Koshinski Asset Management, Inc.	3,861	0.26	3,556	169.29
Private Advisor Group, LLC	2,905	165.58	1,951	169.14
Pinnacle Private Wealth, LLC	2,105	165.80	2,105	169.12
Advisory Alpha, LLC	1,758	165.53	1,604	169.58
Allworth Financial LP	1,647	165.76	1,730	169.36
FC Advisory LLC	1,591	165.93	1,591	169.08
Sargent Bickham Lagudis LLC	187	165.78	187	171.12

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
Affiance Financial, LLC	29,168	69,599	165.69	40,431	169.30	72.14
First Heartland Consultants, Inc.	12,158	15,908	165.64	3,750	169.07	324.21
Private Advisor Group, LLC	954	2,905	165.58	1,951	169.14	48.90
Koshinski Asset Management, Inc.	305	3,861	0.26	3,556	169.29	8.58
Advisory Alpha, LLC	154	1,758	165.53	1,604	169.58	9.60

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Wealth Group, LLC	5,138	59,891	165.68	65,029	169.29	-7.90
Cambridge Investment Research Advisors, Inc.	1,919	48,015	165.70	49,934	169.28	-3.84
Tsfg, Llc	441	17,952	165.66	18,393	169.30	-2.40
Allworth Financial LP	83	1,647	165.76	1,730	169.36	-4.80
Friedenthal Financial	39	8,009	165.69	8,048	169.23	-0.48

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