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 332 179.00 183.77 184.51
Previous Quarter 343 184.00 183.78 185.89

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 1 93 31 0 9 12
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 23 0 4 10
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 150 0.00 0.00 0 0.00 0.00
Previous Quarter 150 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
Invesco Ltd. 1,744,139 183.78
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 579,539 183.78
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 463,400 183.78
Bank Of America Corp /de/ 444,742 183.78
DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF 358,530 210.82
Morgan Stanley 304,968 183.78
LPL Financial LLC 275,387 183.78
AADAX - INVESCO Growth Allocation Fund Class A 265,532 183.78
HighTower Advisors, LLC 241,426 183.80
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 237,498 183.78
Cutler Investment Counsel Llc 235,113 183.78
FundX Investment Group, LLC 173,165 210.82
Marquette Asset Management, LLC 172,352 147.64
Commonwealth Equity Services, Llc 157,969 183.78
Wells Fargo & Company/mn 154,276 183.78
Mainstay Capital Management Llc /adv 145,800 183.78
Forte Capital Llc /adv 140,564 210.82
New England Private Wealth Advisors LLC 139,687 183.76
Advisor Group Holdings, Inc. 137,823 185.46
Creative Planning 131,077 183.78

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
Invesco Ltd. 1,744,139 183.78
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 579,539 183.78
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 463,400 183.78
Bank Of America Corp /de/ 444,742 183.78
DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF 358,530 210.82
Morgan Stanley 304,968 183.78
LPL Financial LLC 275,387 183.78
AADAX - INVESCO Growth Allocation Fund Class A 265,532 183.78
HighTower Advisors, LLC 241,426 183.80
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 237,498 183.78
Cutler Investment Counsel Llc 235,113 183.78
Marquette Asset Management, LLC 176,706 183.78
FundX Investment Group, LLC 173,165 210.82
Commonwealth Equity Services, Llc 157,969 183.78
Wells Fargo & Company/mn 154,276 183.78
Mainstay Capital Management Llc /adv 145,800 183.78
Forte Capital Llc /adv 140,564 210.82
New England Private Wealth Advisors LLC 139,687 183.76
Advisor Group Holdings, Inc. 137,823 185.46
Creative Planning 131,077 183.78

 

Recent Quarter Analysis

Name Shares PPS
Pure Financial Advisors, Inc. 9,387 147.65
Name Shares PPS
Cardan Capital Partners, LLC 88,593 192.55
IFP Advisors, Inc 3,708 209.01
Ameritas Investment Corp 1,936
Koshinski Asset Management, Inc. 1,221 183.46
Chronos Wealth Management, LLC 1,155 183.55
Zhang Financial LLC 1,142 183.89
Vigilare Wealth Management 1,117 183.53
Carroll Financial Associates, Inc. 100 210.00
Renaissance Technologies Llc
Cypress Wealth Services, LLC
Janney Montgomery Scott LLC
Wolverine Trading, Llc
GeoWealth Management, LLC
BCJ Capital Management, LLC
Trexquant Investment LP
Apollon Wealth Management, LLC
Calton & Associates, Inc.
Marshall Wace, Llp
Investors Financial Group, LLC
CoreCap Advisors, LLC
G&S Capital LLC
FUNDX - FundX Upgrader Fund
Ferguson Wellman Capital Management, Inc
EUCG - Euclid Capital Growth ETF
Moors & Cabot, Inc.
Liberty Wealth Management Llc
Orion Portfolio Solutions, LLC
SYMIX - AlphaCentric Symmetry Strategy Fund Class I
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Brendel Financial Advisors LLC
King Luther Capital Management Corp
Capital Wealth Alliance, LLC
Red Door Wealth Management, LLC
First Heartland Consultants, Inc.
AdvisorShares Investments LLC
DAVENPORT & Co LLC
United Capital Financial Advisers, Llc
NEIRG Wealth Management, LLC
Cowen And Company, Llc
Toroso Investments, LLC
Mount Lucas Management LP
Pvg Asset Management Corp
Hartland & Co., LLC
Meridian Wealth Advisors, LLC
Atria Investments Llc
Livingston Group Asset Management CO (operating as Southport Capital Management)
Beacon Capital Management, Inc.
People's United Financial, Inc.
RELAX - FundX Conservative Upgrader Fund
Sargent Bickham Lagudis LLC
Elmwood Wealth Management, Inc.
D.a. Davidson & Co.
AlphaStar Capital Management, LLC
Astor Investment Management LLC
Trinity Wealth Management, LLC
Prospera Financial Services Inc
Financial Engines Advisors L.L.C.
Resources Investment Advisors, LLC.
Atlas Private Wealth Advisors
Assetmark, Inc
Truvestments Capital Llc
Empowered Funds, LLC
Lakeview Capital Partners, LLC
Kaizen Financial Strategies
Aries Wealth Management
Advisor Resource Council
Kalos Management, Inc.
TRUE Private Wealth Advisors
Wealthcare Advisory Partners LLC
Legacy CG, LLC
ASTMX - Astor Macro Alternative Fund Class A Shares
Econ Financial Services Corp
Genesee Capital Advisors, LLC
Belpointe Asset Management LLC
Private Portfolio Partners Llc
Petix & Botte Co
Wealthsource Partners, Llc
Harwood Advisory Group, LLC
Sequoia Financial Advisors, LLC
Tower Research Capital LLC (TRC)
Johnson Bixby & Associates, LLC
Dentgroup LLC
Parisi Gray Wealth Management
Burney Co/
John W. Brooker & Co., CPAs
Sofos Investments, Inc.
TKG Advisors, LLC
Wolverine Trading, Llc
Rfg Holdings, Inc.
Sheaff Brock Investment Advisors, LLC
Ahrens Investment Partners LLC
Sterling Financial Planning, Inc.
Jane Street Group, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Marquette Asset Management, LLC 172,352 147.64 176,706 183.78
PSMB - Invesco Balanced Multi-Asset Allocation ETF 25,275 158.73 12,982 182.41
PSMG - Invesco Growth Multi-Asset Allocation ETF 22,531 158.71 14,318 182.36
Cambridge Investment Research Advisors, Inc. 17,530 147.63 27,916 183.77
Private Advisor Group, LLC 13,465 147.64 14,671 183.76
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 13,399 158.74 9,559 182.34
Cliftonlarsonallen Wealth Advisors, Llc 11,910 147.61 21,382 183.80
Flagship Harbor Advisors, Llc 8,661 147.67 9,152 183.78
Nvest Financial, LLC 8,293 147.59 7,515 183.77
PFG Advisors 7,170 147.56 6,670 183.81
Raymond James Trust N.a. 5,532 147.69 5,652 183.83
Signature Estate & Investment Advisors Llc 4,477 147.64 4,438 183.64
PSMC - Invesco Conservative Multi-Asset Allocation ETF 4,163 158.78 3,018 182.24
Cordasco Financial Network 3,285 147.64 3,285 183.87
Mjp Associates Inc /adv 2,462 147.44 2,615 183.94
Keystone Wealth Services, LLC 2,266 147.84 3,430 183.67
HB Wealth Management, LLC 1,938 147.57 1,938 183.69
Diligent Investors, LLC 1,692 147.75 1,793 183.49
McAdam, LLC 1,551 147.65 1,576 184.01
Private Asset Management Inc 1,429 147.66 1,429 184.04
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
PSMB - Invesco Balanced Multi-Asset Allocation ETF 12,293 25,275 158.73 12,982 182.41 94.69
PSMG - Invesco Growth Multi-Asset Allocation ETF 8,213 22,531 158.71 14,318 182.36 57.36
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 3,840 13,399 158.74 9,559 182.34 40.17
Arkadios Wealth Advisors 3,349 3,349 0 0.00
PSMC - Invesco Conservative Multi-Asset Allocation ETF 1,145 4,163 158.78 3,018 182.24 37.94
Nvest Financial, LLC 778 8,293 147.59 7,515 183.77 10.35
PFG Advisors 500 7,170 147.56 6,670 183.81 7.50
AdvisorNet Financial, Inc 68 470 146.81 402 184.08 16.92
Signature Estate & Investment Advisors Llc 39 4,477 147.64 4,438 183.64 0.88
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 10,386 17,530 147.63 27,916 183.77 -37.20
Cliftonlarsonallen Wealth Advisors, Llc 9,472 11,910 147.61 21,382 183.80 -44.30
Marquette Asset Management, LLC 4,354 172,352 147.64 176,706 183.78 -2.46
Private Advisor Group, LLC 1,206 13,465 147.64 14,671 183.76 -8.22
Keystone Wealth Services, LLC 1,164 2,266 147.84 3,430 183.67 -33.94
Flagship Harbor Advisors, Llc 491 8,661 147.67 9,152 183.78 -5.36
Hoese & Co LLP 420 862 147.33 1,282 184.09 -32.76
Mjp Associates Inc /adv 153 2,462 147.44 2,615 183.94 -5.85
Raymond James Trust N.a. 120 5,532 147.69 5,652 183.83 -2.12
Diligent Investors, LLC 101 1,692 147.75 1,793 183.49 -5.63
Lowe Wealth Advisors, LLC 90 93 150.54 183 185.79 -49.18
McAdam, LLC 25 1,551 147.65 1,576 184.01 -1.59
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
Zhang Financial LLC 1,142 183.89
Chronos Wealth Management, LLC 1,155 183.55
Koshinski Asset Management, Inc. 1,221 183.46
Vigilare Wealth Management 1,117 183.53
Name Current Shares Current PPS Previous Shares Previous PPS
Marquette Asset Management, LLC 172,352 147.64 176,706 183.78
Cambridge Investment Research Advisors, Inc. 17,530 147.63 27,916 183.77
Private Advisor Group, LLC 13,465 147.64 14,671 183.76
Flagship Harbor Advisors, Llc 8,661 147.67 9,152 183.78
Nvest Financial, LLC 8,293 147.59 7,515 183.77
PFG Advisors 7,170 147.56 6,670 183.81
Raymond James Trust N.a. 5,532 147.69 5,652 183.83
Signature Estate & Investment Advisors Llc 4,477 147.64 4,438 183.64
Cordasco Financial Network 3,285 147.64 3,285 183.87
Mjp Associates Inc /adv 2,462 147.44 2,615 183.94
Keystone Wealth Services, LLC 2,266 147.84 3,430 183.67
HB Wealth Management, LLC 1,938 147.57 1,938 183.69
Diligent Investors, LLC 1,692 147.75 1,793 183.49
McAdam, LLC 1,551 147.65 1,576 184.01
Allworth Financial LP 1,267 147.59 1,267 183.90
BerganKDV Wealth Management, LLC 1,068 147.94 1,068 183.52
Hoese & Co LLP 862 147.33 1,282 184.09
Tsfg, Llc 548 147.81 548 184.31
Optimum Investment Advisors 500 148.00 500 184.00
Pinnacle Bancorp, Inc. 409 146.70 409 183.37
SOA Wealth Advisors, LLC. 230 143.48 230 182.61
Gleason Group, Inc. 111 144.14 111 180.18
Baldrige Asset Management LLC 100 150.00 100 180.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Arkadios Wealth Advisors 3,349 3,349 0 0.00
Nvest Financial, LLC 778 8,293 147.59 7,515 183.77 10.35
PFG Advisors 500 7,170 147.56 6,670 183.81 7.50
Signature Estate & Investment Advisors Llc 39 4,477 147.64 4,438 183.64 0.88
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 10,386 17,530 147.63 27,916 183.77 -37.20
Marquette Asset Management, LLC 4,354 172,352 147.64 176,706 183.78 -2.46
Private Advisor Group, LLC 1,206 13,465 147.64 14,671 183.76 -8.22
Keystone Wealth Services, LLC 1,164 2,266 147.84 3,430 183.67 -33.94
Flagship Harbor Advisors, Llc 491 8,661 147.67 9,152 183.78 -5.36
Hoese & Co LLP 420 862 147.33 1,282 184.09 -32.76
Mjp Associates Inc /adv 153 2,462 147.44 2,615 183.94 -5.85
Raymond James Trust N.a. 120 5,532 147.69 5,652 183.83 -2.12
Diligent Investors, LLC 101 1,692 147.75 1,793 183.49 -5.63
McAdam, LLC 25 1,551 147.65 1,576 184.01 -1.59
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