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 107 623.00 47.26 356.92
Previous Quarter 112 603.00 47.27 368.11

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 31 7 0 4 2
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 6 0 4 2
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
LPL Financial LLC 388,803 47.27
Bank Of America Corp /de/ 174,512 47.27
Royal Bank Of Canada 139,050 47.27
Private Advisor Group, LLC 138,363 37.14
Sargent Investment Group, LLC 118,788 47.27
Advisor Group Holdings, Inc. 113,096 29.36
Spectrum Wealth Advisory Group, LLC 96,216 47.27
Janney Montgomery Scott LLC 94,353 47.27
Cambridge Investment Research Advisors, Inc. 77,908 37.15
Cetera Investment Advisers 75,207 47.27
Benjamin F. Edwards & Company, Inc. 70,008 47.27
Mariner, LLC 59,054 47.26
Atria Investments Llc 58,988 47.26
Citadel Advisors Llc 54,892 47.29
Morgan Stanley 51,774 47.26
Flaharty Asset Management, LLC 39,947 37.15
Commonwealth Equity Services, Llc 37,507 47.24
Raymond James Financial Services Advisors, Inc. 36,922 47.26
YHB Investment Advisors, Inc. 32,752 37.13
Ameriprise Financial Inc 31,354 47.27

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
LPL Financial LLC 388,803 47.27
Bank Of America Corp /de/ 174,512 47.27
Royal Bank Of Canada 139,050 47.27
Sargent Investment Group, LLC 118,788 47.27
Advisor Group Holdings, Inc. 113,096 29.36
Spectrum Wealth Advisory Group, LLC 96,216 47.27
Janney Montgomery Scott LLC 94,353 47.27
Cetera Investment Advisers 75,207 47.27
Cambridge Investment Research Advisors, Inc. 74,140 47.28
Benjamin F. Edwards & Company, Inc. 70,008 47.27
Private Advisor Group, LLC 59,584 47.28
Mariner, LLC 59,054 47.26
Atria Investments Llc 58,988 47.26
Citadel Advisors Llc 54,892 47.29
Morgan Stanley 51,774 47.26
Flaharty Asset Management, LLC 41,251 47.27
Commonwealth Equity Services, Llc 37,507 47.24
Raymond James Financial Services Advisors, Inc. 36,922 47.26
YHB Investment Advisors, Inc. 32,408 47.27
Ameriprise Financial Inc 31,354 47.27

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
IFP Advisors, Inc 8,249 55.64
BerganKDV Wealth Management, LLC 2,398 47.12
Psagot Investment House Ltd. 1,450 53.79
Savior LLC
Advisory Services Network, LLC
Bank Julius Baer & Co. Ltd, Zurich
Citigroup Inc
Comprehensive Financial Consultants Institutional, Inc.
Arkadios Wealth Advisors
Bank Of Nova Scotia
Beck Capital Management, Llc
D.a. Davidson & Co.
Psagot Value Holdings Ltd. / (Israel)
Stonebridge Financial Planning Group, LLC
Truadvice, LLC
Cetera Advisor Networks LLC
North Star Investment Management Corp.
MBL Wealth, LLC
Flow Traders U.s. Llc
High Net Worth Advisory Group LLC
Holloway Wealth Management, LLC
Huntington National Bank
WMG Financial Advisors, LLC
Proequities, Inc.
Tyler-Stone Wealth Management
Firestone Capital Management
Ten Capital Wealth Advisors, LLC
Montag A & Associates Inc
Pinnacle Private Wealth, LLC
Ford Financial Group, LLC
Total Clarity Wealth Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 138,363 37.14 59,584 47.28
Cambridge Investment Research Advisors, Inc. 77,908 37.15 74,140 47.28
Flaharty Asset Management, LLC 39,947 37.15 41,251 47.27
YHB Investment Advisors, Inc. 32,752 37.13 32,408 47.27
Flagship Harbor Advisors, Llc 21,579 37.12 22,078 47.29
Independence Bank of Kentucky 300 36.67 300 46.67
Global Retirement Partners, LLC 236 38.14 235 38.30
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 78,779 138,363 37.14 59,584 47.28 132.22
Cambridge Investment Research Advisors, Inc. 3,768 77,908 37.15 74,140 47.28 5.08
YHB Investment Advisors, Inc. 344 32,752 37.13 32,408 47.27 1.06
Global Retirement Partners, LLC 1 236 38.14 235 38.30 0.43
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Flaharty Asset Management, LLC 1,304 39,947 37.15 41,251 47.27 -3.16
Flagship Harbor Advisors, Llc 499 21,579 37.12 22,078 47.29 -2.26
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
BerganKDV Wealth Management, LLC 2,398 47.12
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 138,363 37.14 59,584 47.28
Cambridge Investment Research Advisors, Inc. 77,908 37.15 74,140 47.28
Flaharty Asset Management, LLC 39,947 37.15 41,251 47.27
YHB Investment Advisors, Inc. 32,752 37.13 32,408 47.27
Flagship Harbor Advisors, Llc 21,579 37.12 22,078 47.29
Global Retirement Partners, LLC 236 38.14 235 38.30
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 78,779 138,363 37.14 59,584 47.28 132.22
Cambridge Investment Research Advisors, Inc. 3,768 77,908 37.15 74,140 47.28 5.08
YHB Investment Advisors, Inc. 344 32,752 37.13 32,408 47.27 1.06
Global Retirement Partners, LLC 1 236 38.14 235 38.30 0.43
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Flaharty Asset Management, LLC 1,304 39,947 37.15 41,251 47.27 -3.16
Flagship Harbor Advisors, Llc 499 21,579 37.12 22,078 47.29 -2.26
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