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 157 26.00 26.89 26.20
Previous Quarter 173 26.00 26.89 26.53

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 48 12 0 3 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 0 1 8 0 3 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 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
Morgan Stanley 934,864 26.89
Johnson Financial Group, Inc. 760,861 26.89
Bank Of America Corp /de/ 757,528 26.89
Ellis Investment Partners, LLC 638,555 26.89
Wells Fargo & Company/mn 544,102 26.89
LPL Financial LLC 446,179 26.89
UBS Group AG 321,112 26.89
Raymond James Financial Services Advisors, Inc. 267,741 26.89
Royal Bank Of Canada 231,831 26.89
Raymond James & Associates 228,867 26.89
YYY - Amplify High Income ETF 214,928 24.51
Penserra Capital Management LLC 212,002 26.89
Advisors Asset Management, Inc. 153,204 26.89
First Trust Advisors Lp 151,946 26.89
LexAurum Advisors, LLC 145,917 26.89
Atlantic Union Bankshares Corp 123,415 26.89
Bartlett & Co. LLC 118,025 26.89
Commonwealth Equity Services, Llc 101,810 26.88
Campbell Capital Management Inc 100,439 26.89
Advisor Group Holdings, Inc. 97,320 26.89

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
Morgan Stanley 934,864 26.89
Johnson Financial Group, Inc. 760,861 26.89
Bank Of America Corp /de/ 757,528 26.89
Ellis Investment Partners, LLC 638,555 26.89
Wells Fargo & Company/mn 544,102 26.89
LPL Financial LLC 446,179 26.89
UBS Group AG 321,112 26.89
Raymond James Financial Services Advisors, Inc. 267,741 26.89
Royal Bank Of Canada 231,831 26.89
Raymond James & Associates 228,867 26.89
YYY - Amplify High Income ETF 217,018 26.27
Penserra Capital Management LLC 212,002 26.89
Advisors Asset Management, Inc. 153,204 26.89
First Trust Advisors Lp 151,946 26.89
LexAurum Advisors, LLC 145,917 26.89
Atlantic Union Bankshares Corp 123,415 26.89
Bartlett & Co. LLC 118,025 26.89
Commonwealth Equity Services, Llc 101,810 26.88
Campbell Capital Management Inc 100,439 26.89
Advisor Group Holdings, Inc. 97,320 26.89

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Harbor Financial Services, Llc 20,700 25.65
Evanson Asset Management, LLC 8,250 26.91
Weather Gauge Advisory, LLC 7,814 25.60
Bard Financial Services, Inc. 7,500 26.93
Future Financial Wealth Managment LLC 4,000 27.00
Parallel Advisors, LLC 3
Jpmorgan Chase & Co
Carroll Financial Associates, Inc.
Total Clarity Wealth Management, Inc.
Citigroup Inc
D'Orazio & Associates, Inc.
Quilter Plc
FNY Investment Advisers, LLC
Linscomb & Williams, Inc.
Oxbow Advisors, LLC
Virtu Financial LLC
Tompkins Financial Corp
Invesco Ltd.
Affinity Wealth Management Llc
Wolverine Asset Management Llc
Geneos Wealth Management Inc.
Doliver Advisors, Lp
Lee Financial Co
Inscription Capital, LLC
Seacrest Wealth Management, Llc
Robbins Farley Llc
Kovack Advisors, Inc.
Firestone Capital Management
Arkadios Wealth Advisors
Wealthcare Advisory Partners LLC
Fsb Premier Wealth Management, Inc.
TCG Advisory Services, LLC
Segantii Capital Management Ltd
Castle Rock Wealth Management, LLC
SBK Financial, Inc.
Emerald Investment Partners, Llc
Cliftonlarsonallen Wealth Advisors, Llc
First Foundation Advisors
Creative Planning
Snowden Capital Advisors LLC
CoreCap Advisors, LLC
Morris Retirement Advisors, LLC
GPS Wealth Strategies Group, LLC
Deutsche Bank Ag\
Allworth Financial LP
Cornerstone Advisors Inc
Clough Capital Partners L P
Sigma Planning Corp
Name Current Shares Current PPS Previous Shares Previous PPS
YYY - Amplify High Income ETF 214,928 24.51 217,018 26.27
Capital Investment Advisors, LLC 74,900 21.34 79,346 26.89
RB Capital Management, LLC 58,708 21.33 61,154 26.88
Cambridge Investment Research Advisors, Inc. 56,968 21.35 58,191 26.89
Koshinski Asset Management, Inc. 37,984 0.03 35,840 26.90
Private Advisor Group, LLC 33,547 21.34 31,854 26.90
Dubuque Bank & Trust Co 10,530 21.37 11,871 26.87
Wolff Wiese Magana Llc 2,349 21.29 2,349 26.82
Global Retirement Partners, LLC 1,640 21.34 1,624 22.17
American National Bank 1,550 21.29 1,550 27.10
AdvisorNet Financial, Inc 1,146 20.94 1,146 27.05
Worth Asset Management, LLC 350 20.00 350 22.86
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Koshinski Asset Management, Inc. 2,144 37,984 0.03 35,840 26.90 5.98
Private Advisor Group, LLC 1,693 33,547 21.34 31,854 26.90 5.31
Global Retirement Partners, LLC 16 1,640 21.34 1,624 22.17 0.99
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Investment Advisors, LLC 4,446 74,900 21.34 79,346 26.89 -5.60
RB Capital Management, LLC 2,446 58,708 21.33 61,154 26.88 -4.00
YYY - Amplify High Income ETF 2,090 214,928 24.51 217,018 26.27 -0.96
Dubuque Bank & Trust Co 1,341 10,530 21.37 11,871 26.87 -11.30
Cambridge Investment Research Advisors, Inc. 1,223 56,968 21.35 58,191 26.89 -2.10
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
Evanson Asset Management, LLC 8,250 26.91
Name Current Shares Current PPS Previous Shares Previous PPS
RB Capital Management, LLC 58,708 21.33 61,154 26.88
Cambridge Investment Research Advisors, Inc. 56,968 21.35 58,191 26.89
Koshinski Asset Management, Inc. 37,984 0.03 35,840 26.90
Private Advisor Group, LLC 33,547 21.34 31,854 26.90
Dubuque Bank & Trust Co 10,530 21.37 11,871 26.87
Wolff Wiese Magana Llc 2,349 21.29 2,349 26.82
Global Retirement Partners, LLC 1,640 21.34 1,624 22.17
American National Bank 1,550 21.29 1,550 27.10
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Koshinski Asset Management, Inc. 2,144 37,984 0.03 35,840 26.90 5.98
Private Advisor Group, LLC 1,693 33,547 21.34 31,854 26.90 5.31
Global Retirement Partners, LLC 16 1,640 21.34 1,624 22.17 0.99
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
RB Capital Management, LLC 2,446 58,708 21.33 61,154 26.88 -4.00
Dubuque Bank & Trust Co 1,341 10,530 21.37 11,871 26.87 -11.30
Cambridge Investment Research Advisors, Inc. 1,223 56,968 21.35 58,191 26.89 -2.10
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