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 112 6017.00 22.34 2061.05
Previous Quarter 129 18.00 18.76 18.49

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 15 55 5 63 25 18
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 2 0 0 1 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
Municipal Employees' Retirement System of Michigan 2,875,514 22.33
Old Mission Capital Llc 791,931 22.33
Royal Bank Of Canada 513,662 22.33
Morgan Stanley 508,461 22.33
Jane Street Group, Llc 370,827 22.33
LPL Financial LLC 337,538 22.33
Bank Of America Corp /de/ 214,389 22.33
Wells Fargo & Company/mn 168,783 22.33
E Fund Management Co., Ltd. 164,424 22.33
Madison Asset Management, LLC 154,358 22.33
HighTower Advisors, LLC 149,347 22.27
180 Wealth Advisors, Llc 145,668 25789.93
Financial & Tax Architects, LLC 145,607 25.46
Atria Wealth Solutions, Inc. 132,881 22.33
Janney Montgomery Scott LLC 115,922 22.33
Raymond James Financial Services Advisors, Inc. 112,980 22329.98
UBS Group AG 91,683 22.33
Cobblestone Capital Advisors Llc /ny/ 71,500 22330.00
Versant Capital Management, Inc 59,106 22.33
Citigroup Inc 56,557 22.33

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
Municipal Employees' Retirement System of Michigan 2,875,514 18.76
Old Mission Capital Llc 1,973,723 18.76
Amundi 1,008,700 19.74
Royal Bank Of Canada 524,798 18.76
LPL Financial LLC 330,941 18.76
Morgan Stanley 285,643 18.76
Madison Asset Management, LLC 277,596 18.76
Bank Of America Corp /de/ 251,804 18.76
Verity Asset Management, Inc. 200,246 0.03
E Fund Management Co., Ltd. 183,458 18.76
HighTower Advisors, LLC 148,093 18.77
IFP Advisors, Inc 143,711 17.95
Atria Wealth Solutions, Inc. 143,520 18.76
CWCFX - Christopher Weil & Company Core Investment Fund 142,407 18.34
Wells Fargo & Company/mn 137,671 18.75
180 Wealth Advisors, Llc 130,575 18.76
Janney Montgomery Scott LLC 114,442 18.76
UBS Group AG 87,684 18.76
Raymond James Financial Services Advisors, Inc. 82,199 18.76
Gainplan LLC 79,998 18.76

 

Recent Quarter Analysis

Name Shares PPS
Financial & Tax Architects, LLC 145,607 25.46
All Season Financial Advisors, Inc. 28,237 22.35
Beverly Hills Private Wealth, LLC 25,557 22.34
Evoke Wealth, Llc 18,929 223.31
Financial Enhancement Group LLC 17,305 23710.03
Smith, Moore & Co. 11,964 22.32
Walkner Condon Financial Advisors LLC 10,288 22330.00
Cetera Investment Advisers 9,145 22.31
Grey Fox Wealth Advisors, LLC 4,350 22.30
GWM Advisors LLC 1,457
Pathstone Family Office, Llc 1,080 197.22
ICA Group Wealth Management, LLC 300 26.67
First Command Advisory Services, Inc. 107 18.69
Ruedi Wealth Management, Inc. 50 20.00
Bellwether Advisors, LLC 0
Name Shares PPS
Amundi 1,008,700 19.74
Verity Asset Management, Inc. 200,246 0.03
CWCFX - Christopher Weil & Company Core Investment Fund 142,407 18.34
MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 68,437 20.00
MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 56,551 20.02
Susquehanna International Group, Llp 42,694 18.76
TBH Global Asset Management, LLC 41,850 18.76
MCNBX - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 22,336 20.01
Next Capital Management LLC 15,530 18.74
Sunbelt Securities, Inc. 12,206 18.76
Northwestern Mutual Wealth Management Co 1,269 18.91
Householder Group Estate & Retirement Specialist, LLC 168 17.86
Spire Wealth Management
Sage Mountain Advisors LLC
Nottingham Advisors, Inc.
GoalVest Advisory LLC
Creative Planning
Jpmorgan Chase & Co
TFAFX - Tactical Growth Allocation Fund Class I
Advisors Preferred, LLC
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Crestmont Private Wealth LLC
Allegheny Financial Group LTD
Laurel Wealth Advisors, Inc.
Aspireon Wealth Advisors
Kestra Private Wealth Services, Llc
Bedel Financial Consulting, Inc.
Greenwood Capital Associates Llc
AMG National Trust Bank
Leelyn Smith, LLC
Tocqueville Asset Management L.p.
Berkeley Capital Partners, LLC
Eaton Vance Management
Simplex Trading, Llc
Almanack Investment Partners, LLC.
Rather & Kittrell, Inc.
Sandy Spring Bank
Garde Capital, Inc.
Rockefeller Capital Management L.P.
TFAMX - Tactical Moderate Allocation Fund Class A
Investmark Advisory Group LLC
Karp Capital Management Corp
Allianz Asset Management GmbH
Flow Traders U.s. Llc
Huntington National Bank
Founders Financial Alliance, LLC
Captrust Financial Advisors
Ahrens Investment Partners LLC
Merriman Wealth Management, LLC
Synergy Financial Management, LLC
Southern Capital Advisors, Llc
Global Wealth Management Investment Advisory, Inc.
Perigon Wealth Management, LLC
Kovack Advisors, Inc.
Private Advisor Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 45,289 0.02 37,511 18.74
Cambridge Investment Research Advisors, Inc. 19,982 27,421 18.74
Mariner, LLC 13,273 20,141 18.77
IFP Advisors, Inc 7,199 143,711 17.95
Cutler Group LP 2,000 1,623 18.48
Name Current Shares Current PPS Previous Shares Previous PPS
Municipal Employees' Retirement System of Michigan 2,875,514 22.33 2,875,514 18.76
Old Mission Capital Llc 791,931 22.33 1,973,723 18.76
Royal Bank Of Canada 513,662 22.33 524,798 18.76
Morgan Stanley 508,461 22.33 285,643 18.76
Jane Street Group, Llc 370,827 22.33 57,200 18.76
LPL Financial LLC 337,538 22.33 330,941 18.76
Bank Of America Corp /de/ 214,389 22.33 251,804 18.76
Wells Fargo & Company/mn 168,783 22.33 137,671 18.75
E Fund Management Co., Ltd. 164,424 22.33 183,458 18.76
Madison Asset Management, LLC 154,358 22.33 277,596 18.76
HighTower Advisors, LLC 149,347 22.27 148,093 18.77
180 Wealth Advisors, Llc 145,668 25789.93 130,575 18.76
Atria Wealth Solutions, Inc. 132,881 22.33 143,520 18.76
Janney Montgomery Scott LLC 115,922 22.33 114,442 18.76
Raymond James Financial Services Advisors, Inc. 112,980 22329.98 82,199 18.76
UBS Group AG 91,683 22.33 87,684 18.76
Cobblestone Capital Advisors Llc /ny/ 71,500 22330.00 71,500 18.76
Versant Capital Management, Inc 59,106 22.33 61,040 18.76
Citigroup Inc 56,557 22.33 56,557 18.76
Veritable, L.P. 53,069 22.33 53,069 18.77
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jane Street Group, Llc 313,627 370,827 22.33 57,200 18.76 548.30
Morgan Stanley 222,818 508,461 22.33 285,643 18.76 78.01
Wells Fargo & Company/mn 31,112 168,783 22.33 137,671 18.75 22.60
Raymond James Financial Services Advisors, Inc. 30,781 112,980 22329.98 82,199 18.76 37.45
Proficio Capital Partners LLC 20,675 44,875 22330.01 24,200 18.76 85.43
Prudential Plc 18,970 30,580 22329.99 11,610 18.78 163.39
Wealthfront Advisers Llc 17,108 29,410 22329.99 12,302 18.78 139.07
Belpointe Asset Management LLC 15,407 27,813 22330.17 12,406 18.78 124.19
180 Wealth Advisors, Llc 15,093 145,668 25789.93 130,575 18.76 11.56
RHS Financial, LLC 13,591 42,737 22322.58 29,146 18.77 46.63
Sigma Planning Corp 13,084 13,084 22330.02 0 0.00
Clearwater Capital Advisors, LLC 12,634 39,824 22330.00 27,190 18.76 46.47
Neuberger Berman Group LLC 10,570 10,570 22.33 0 0.00
Stonehearth Capital Management, LLC 10,396 10,396 22.32 0 0.00
Stifel Financial Corp 9,639 9,639 22.31 0 0.00
Commonwealth Equity Services, Llc 7,778 45,289 0.02 37,511 18.74 20.74
LPL Financial LLC 6,597 337,538 22.33 330,941 18.76 1.99
UBS Group AG 3,999 91,683 22.33 87,684 18.76 4.56
IHT Wealth Management, LLC 2,304 43,422 22.34 41,118 18.75 5.60
Advisory Services Network, LLC 1,842 1,842 22.26 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Old Mission Capital Llc 1,181,792 791,931 22.33 1,973,723 18.76 -59.88
IFP Advisors, Inc 136,512 7,199 143,711 17.95 -94.99
Madison Asset Management, LLC 123,238 154,358 22.33 277,596 18.76 -44.39
Bank Of America Corp /de/ 37,415 214,389 22.33 251,804 18.76 -14.86
Gainplan LLC 29,084 50,914 22330.14 79,998 18.76 -36.36
E Fund Management Co., Ltd. 19,034 164,424 22.33 183,458 18.76 -10.38
Envestnet Asset Management Inc 12,319 24,799 22.34 37,118 18.75 -33.19
Royal Bank Of Canada 11,136 513,662 22.33 524,798 18.76 -2.12
Atria Wealth Solutions, Inc. 10,639 132,881 22.33 143,520 18.76 -7.41
Cambridge Investment Research Advisors, Inc. 7,439 19,982 27,421 18.74 -27.13
Mariner, LLC 6,868 13,273 20,141 18.77 -34.10
Family Firm, Inc. 5,584 36,721 22330.19 42,305 18.77 -13.20
Advisor Group Holdings, Inc. 4,861 23,042 22.26 27,903 18.74 -17.42
Fmr Llc 2,059 1,108 22.56 3,167 18.95 -65.01
Versant Capital Management, Inc 1,934 59,106 22.33 61,040 18.76 -3.17
Raymond James & Associates 1,379 9,799 22.35 11,178 18.79 -12.34
Hanson & Doremus Investment Management 624 2,529 22.14 3,153 18.71 -19.79
National Bank Of Canada /fi/ 580 10,474 22287.66 11,054 18.64 -5.25
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
Cutler Group LP 377 2,000 1,623 23.23
Citadel Advisors Llc 9,700 22,700 13,000 74.62
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Susquehanna International Group, Llp 18,294 24,400 42,694 -42.85
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