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 284 57.00 58.28 56.40
Previous Quarter 304 60.00 58.29 57.13

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 83 43 1 12 17
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 4 17 1 6 7
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 1,558,223 58.29
UBS Group AG 1,370,016 58.29
LPL Financial LLC 379,586 58.29
Ameriprise Financial Inc 320,705 58.24
Wells Fargo & Company/mn 263,543 58.29
Biltmore Family Office, LLC 260,210 58.29
Royal Bank Of Canada 223,523 58.29
Gofen & Glossberg Llc /il/ 197,815 44.95
Commonwealth Equity Services, Llc 181,539 44.95
Envestnet Asset Management Inc 160,716 58.29
Raymond James & Associates 121,807 58.29
Mercer Global Advisors Inc /adv 119,559 58.29
Raymond James Financial Services Advisors, Inc. 87,793 58.28
Susquehanna International Group, Llp 85,261 58.29
Carmel Capital Management L.L.C. 81,760 44.95
Cambridge Investment Research Advisors, Inc. 76,414 44.95
Stifel Financial Corp 71,377 58.28
Ntv Asset Management Llc 68,366 58.29
Citigroup Inc 65,162 58.29
Advisor Group Holdings, Inc. 62,050 40.29

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 1,558,223 58.29
UBS Group AG 1,370,016 58.29
LPL Financial LLC 379,586 58.29
Ameriprise Financial Inc 320,705 58.24
Wells Fargo & Company/mn 263,543 58.29
Biltmore Family Office, LLC 260,210 58.29
Royal Bank Of Canada 223,523 58.29
Gofen & Glossberg Llc /il/ 199,115 58.29
Commonwealth Equity Services, Llc 187,894 58.29
Envestnet Asset Management Inc 160,716 58.29
Moors & Cabot, Inc. 130,000 1.05
Raymond James & Associates 121,807 58.29
Mercer Global Advisors Inc /adv 119,559 58.29
Raymond James Financial Services Advisors, Inc. 87,793 58.28
Susquehanna International Group, Llp 85,261 58.29
Carmel Capital Management L.L.C. 77,385 58.29
Stifel Financial Corp 71,377 58.28
Ntv Asset Management Llc 68,366 58.29
Cambridge Investment Research Advisors, Inc. 67,791 58.30
Citigroup Inc 65,162 58.29

 

Recent Quarter Analysis

Name Shares PPS
Financial Management Professionals, Inc. 808 44.55
Trust Co 80 50.00
Name Shares PPS
Moors & Cabot, Inc. 130,000 1.05
IFP Advisors, Inc 29,462 70.19
Vigilare Wealth Management 4,040 58.17
Truist Financial Corp 3,872 58.37
Claudia M.p. Batlle, Crp (r) Llc 3,851 58.17
Cascadia Advisory Services, LLC 3,565 64.52
Lakeview Capital Partners, LLC 1,523 58.44
Koshinski Asset Management, Inc. 960 58.33
Psagot Investment House Ltd. 410 63.41
Charter Oak Capital Management, LLC 400 70.00
Sonora Investment Management, LLC 114 61.40
Joseph P. Lucia & Associates, LLC
Motco
Coastal Investment Advisors, Inc.
GWM Advisors LLC
Arkadios Wealth Advisors
360 Financial, Inc.
Deutsche Bank Ag\
TCI Wealth Advisors, Inc.
Citadel Advisors Llc
Jane Street Group, Llc
BlueSky Wealth Advisors, LLC
Johnson Investment Counsel Inc
TriaGen Wealth Management LLC
Strategic Blueprint, LLC
Retirement Planning Co of New England, Inc.
Psagot Value Holdings Ltd. / (Israel)
Masso Torrence Wealth Management Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Qube Research & Technologies Ltd
Americana Partners, LLC
Optiver Holding B.V.
Plante Moran Financial Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
D'Orazio & Associates, Inc.
Cutler Group LP
TD Capital Management LLC
Pictet Asset Management Sa
Dumont & Blake Investment Advisors Llc
Round Table Services, LLC
Kellett Schaffner Wealth Advisors LLC
BDO Wealth Advisors, LLC
Almanack Investment Partners, LLC.
TAP Consulting, LLC
Meristem Family Wealth, LLC
Delta Asset Management Llc/tn
Moisand Fitzgerald Tamayo, LLC
D.a. Davidson & Co.
Gerber Kawasaki Wealth & Investment Management
Jacobi Capital Management LLC
DCM Advisors, LLC
Huntington National Bank
BlueCrest Capital Management Ltd
Chevy Chase Trust Holdings, Inc.
Elmwood Wealth Management, Inc.
Sterling Financial Planning, Inc.
Ellevest, Inc.
Citadel Advisors Llc
1832 Asset Management L.P.
National Asset Management, Inc.
Beck Capital Management, Llc
Compagnie Lombard Odier SCmA
Mystic Asset Management, Inc.
Veritable, L.P.
Advisory Services Network, LLC
Barometer Capital Management Inc.
Personal Wealth Partners
Clear Perspectives Financial Planning, LLC
Sierra Capital LLC
Citadel Advisors Llc
Quadrant Capital Group Llc
Toroso Investments, LLC
Advisor Resource Council
Summit Place Financial Advisors, LLC
Flow Traders U.s. Llc
Lido Advisors, LLC
Allworth Financial LP
Ritter Daniher Financial Advisory, Llc
Marshall Wace, Llp
Snowden Capital Advisors LLC
Bnp Paribas Arbitrage, Sa
CoreCap Advisors, LLC
Liberty Wealth Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Gofen & Glossberg Llc /il/ 197,815 44.95 199,115 58.29
Commonwealth Equity Services, Llc 181,539 44.95 187,894 58.29
Carmel Capital Management L.L.C. 81,760 44.95 77,385 58.29
Cambridge Investment Research Advisors, Inc. 76,414 44.95 67,791 58.30
Endurance Wealth Management, Inc. 53,914 44.94 54,785 58.28
Means Investment Co., Inc. 44,511 44.96 40,345 58.30
Bank of New Hampshire 26,343 44.95 27,297 58.28
Great Valley Advisor Group, Inc. 26,174 44.97 13,703 58.31
Summit Financial Group, Inc. 22,861 44.92 20,361 58.30
Mayflower Financial Advisors, LLC 18,172 44.96 18,253 58.29
SOL Capital Management CO 17,565 44.98 13,480 58.31
Clearwater Capital Advisors, LLC 15,695 44.92 15,405 58.29
Valley National Advisers Inc 14,525 46.27 17,330 58.28
American Institute for Advanced Investment Management, LLP 14,364 44.97 15,024 58.31
Clay Northam Wealth Management, LLC 13,755 44.93 16,740 58.30
Geneos Wealth Management Inc. 13,173 45.17 13,173 58.23
AdvisorNet Financial, Inc 13,095 44.98 14,025 58.32
Purus Wealth Management, LLC 12,527 44.94 12,999 58.31
Murphy Capital Management Inc 11,640 44.93 11,640 58.25
Joel Isaacson & Co., LLC 10,334 45.00 10,334 52.93
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Julius Baer & Co. Ltd, Zurich 190 47.37 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Great Valley Advisor Group, Inc. 12,471 26,174 44.97 13,703 58.31 91.01
Cambridge Investment Research Advisors, Inc. 8,623 76,414 44.95 67,791 58.30 12.72
Carmel Capital Management L.L.C. 4,375 81,760 44.95 77,385 58.29 5.65
Means Investment Co., Inc. 4,166 44,511 44.96 40,345 58.30 10.33
SOL Capital Management CO 4,085 17,565 44.98 13,480 58.31 30.30
Summit Financial Group, Inc. 2,500 22,861 44.92 20,361 58.30 12.28
Clearwater Capital Advisors, LLC 290 15,695 44.92 15,405 58.29 1.88
Bank Julius Baer & Co. Ltd, Zurich 190 190 47.37 0 0.00
Sound Income Strategies, LLC 140 153 45.75 13 76.92 1076.92
Cordasco Financial Network 75 375 45.33 300 56.67 25.00
Wedbush Securities Inc 55 5,863 45.03 5,808 58.37 0.95
Stratos Wealth Partners, LTD. 53 9,217 44.92 9,164 58.27 0.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 6,355 181,539 44.95 187,894 58.29 -3.38
ABWAX - AB All Market Total Return Portfolio Class A 5,568 5,661 50.70 11,229 59.85 -49.59
Clay Northam Wealth Management, LLC 2,985 13,755 44.93 16,740 58.30 -17.83
Valley National Advisers Inc 2,805 14,525 46.27 17,330 58.28 -16.19
Money Concepts Capital Corp 1,399 3,936 45.22 5,335 58.29 -26.22
Gofen & Glossberg Llc /il/ 1,300 197,815 44.95 199,115 58.29 -0.65
Spire Wealth Management 1,215 9,474 44.97 10,689 58.28 -11.37
Bank of New Hampshire 954 26,343 44.95 27,297 58.28 -3.49
AdvisorNet Financial, Inc 930 13,095 44.98 14,025 58.32 -6.63
Endurance Wealth Management, Inc. 871 53,914 44.94 54,785 58.28 -1.59
Private Advisor Group, LLC 718 5,248 44.97 5,966 58.33 -12.03
American Institute for Advanced Investment Management, LLP 660 14,364 44.97 15,024 58.31 -4.39
Purus Wealth Management, LLC 472 12,527 44.94 12,999 58.31 -3.63
Washington Trust Advisors, Inc. 187 203 44.33 390 58.97 -47.95
Good Life Advisors, LLC 83 8,176 45.01 8,259 58.24 -1.00
Mayflower Financial Advisors, LLC 81 18,172 44.96 18,253 58.29 -0.44
Western Wealth Management, LLC 71 9,213 44.94 9,284 58.38 -0.76
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
Charter Oak Capital Management, LLC 400 70.00
Claudia M.p. Batlle, Crp (r) Llc 3,851 58.17
Lakeview Capital Partners, LLC 1,523 58.44
Truist Financial Corp 3,872 58.37
Name Current Shares Current PPS Previous Shares Previous PPS
Endurance Wealth Management, Inc. 53,914 44.94 54,785 58.28
Means Investment Co., Inc. 44,511 44.96 40,345 58.30
SOL Capital Management CO 17,565 44.98 13,480 58.31
Clearwater Capital Advisors, LLC 15,695 44.92 15,405 58.29
American Institute for Advanced Investment Management, LLP 14,364 44.97 15,024 58.31
Clay Northam Wealth Management, LLC 13,755 44.93 16,740 58.30
Geneos Wealth Management Inc. 13,173 45.17 13,173 58.23
Purus Wealth Management, LLC 12,527 44.94 12,999 58.31
Spire Wealth Management 9,474 44.97 10,689 58.28
Stratos Wealth Partners, LTD. 9,217 44.92 9,164 58.27
Wedbush Securities Inc 5,863 45.03 5,808 58.37
ABWAX - AB All Market Total Return Portfolio Class A 5,661 50.70 11,229 59.85
Hartford Financial Management Inc. 540 44.44 540 57.41
Washington Trust Advisors, Inc. 203 44.33 390 58.97
Pacifica Partners Inc. 158 44.30 158 56.96
Sandy Spring Bank 123 48.78 123 56.91
Corbenic Partners LLC 75 40.00 75 53.33
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Julius Baer & Co. Ltd, Zurich 190 47.37 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Means Investment Co., Inc. 4,166 44,511 44.96 40,345 58.30 10.33
SOL Capital Management CO 4,085 17,565 44.98 13,480 58.31 30.30
Clearwater Capital Advisors, LLC 290 15,695 44.92 15,405 58.29 1.88
Bank Julius Baer & Co. Ltd, Zurich 190 190 47.37 0 0.00
Wedbush Securities Inc 55 5,863 45.03 5,808 58.37 0.95
Stratos Wealth Partners, LTD. 53 9,217 44.92 9,164 58.27 0.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
ABWAX - AB All Market Total Return Portfolio Class A 5,568 5,661 50.70 11,229 59.85 -49.59
Clay Northam Wealth Management, LLC 2,985 13,755 44.93 16,740 58.30 -17.83
Spire Wealth Management 1,215 9,474 44.97 10,689 58.28 -11.37
Endurance Wealth Management, Inc. 871 53,914 44.94 54,785 58.28 -1.59
American Institute for Advanced Investment Management, LLP 660 14,364 44.97 15,024 58.31 -4.39
Purus Wealth Management, LLC 472 12,527 44.94 12,999 58.31 -3.63
Washington Trust Advisors, Inc. 187 203 44.33 390 58.97 -47.95
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