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	306	83.00	85.65	84.93
Previous Quarter	326	84.00	85.65	85.31

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	5	54	29	0	12	14
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	1	2	23	0	11	9
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	6	0.00	0.00	0	0.00	0.00
Previous Quarter	6	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	6,165,374	85.65
Balentine LLC	4,819,198	85.65
Bank Of America Corp /de/	2,177,512	85.65
TRUIST FINANCIAL CORP	1,541,609
Truist Financial Corp	1,537,150	85.65
LPL Financial LLC	1,114,881	85.65
UBS Group AG	1,114,287	85.65
Regentatlantic Capital Llc	889,822	85.65
HighTower Advisors, LLC	848,680	85.64
Raymond James Financial Services Advisors, Inc.	775,099	85.65
Invesco Ltd.	639,386	85.65
AdvisorShares Investments LLC	615,794	85.65
DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF	615,794	85.65
FundX Investment Group, LLC	562,977	80.83
One Capital Management, LLC	559,313	85.65
Royal Bank Of Canada	557,583	85.65
Wells Fargo & Company/mn	549,361	85.65
Advisor Group Holdings, Inc.	518,902	85.56
Goodman Advisory Group, LLC	508,179	85.65
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C	494,559	85.65

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	6,165,374	85.65
Balentine LLC	4,819,198	85.65
Bank Of America Corp /de/	2,177,512	85.65
Truist Financial Corp	1,537,150	85.65
LPL Financial LLC	1,114,881	85.65
UBS Group AG	1,114,287	85.65
Regentatlantic Capital Llc	889,822	85.65
HighTower Advisors, LLC	848,680	85.64
Raymond James Financial Services Advisors, Inc.	775,099	85.65
Invesco Ltd.	639,386	85.65
DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF	615,794	85.65
AdvisorShares Investments LLC	615,794	85.65
FundX Investment Group, LLC	562,977	80.83
One Capital Management, LLC	559,313	85.65
Royal Bank Of Canada	557,583	85.65
Wells Fargo & Company/mn	549,361	85.65
Advisor Group Holdings, Inc.	518,902	85.56
Goodman Advisory Group, LLC	508,179	85.65
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C	494,559	85.65
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	463,500	85.65

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
TRUIST FINANCIAL CORP	1,541,609
CMAIX - Invesco Conservative Allocation Fund CLASS R5	80,814	85.65
Capstone Investment Advisors, Llc	72,430	73.99
EWG Elevate Inc.	20,433	75.07
Pure Financial Advisors, Inc.	3,149	74.94

Recent Quarter 54 Institutes closed out their positions

Name	Shares	PPS
CMAIX - Invesco Conservative Allocation Fund CLASS R5	80,814	85.65
First Heartland Consultants, Inc.	11,706	85.60
Susquehanna International Group, Llp	10,000	85.70
Cardan Capital Partners, LLC	5,841	75.84
Koshinski Asset Management, Inc.	814	86.00
IFP Advisors, Inc	548	83.94
Sonora Investment Management, LLC	250	76.00
City Holding Co	39	76.92
Citadel Advisors Llc
Magnus Financial Group LLC
Kingsview Wealth Management, LLC
WESPAC Advisors, LLC
Beacon Capital Management, Inc.
Sugarloaf Wealth Management, LLC
Citadel Advisors Llc
Pacific Wealth Management
Aevitas Wealth Management, Inc.
Baker Tilly Financial, Llc
Cobblestone Capital Advisors Llc /ny/
NEXT Financial Group, Inc
3EDGE Asset Management, LP
Hsbc Holdings Plc
Prelude Capital Management, Llc
EisnerAmper Wealth Management Corporate Benefits, LLC
Perennial Advisors, LLC
Banque Cantonale Vaudoise
D.a. Davidson & Co.
Townsquare Capital Llc
Mercer Global Advisors Inc /adv
Barclays Plc
Brown Advisory Securities, LLC
National Asset Management, Inc.
Budros, Ruhlin & Roe, Inc.
Widmann Financial Services, Inc.
Larson Financial Group LLC
Johnson Financial Group, Inc.
Jane Street Group, Llc
GWM Advisors LLC
Citigroup Inc
Vectors Research Management, LLC
Trexquant Investment LP
Evergreen Capital Management Llc
QCM Cayman, Ltd.
Bnp Paribas Arbitrage, Sa
Thompson Davis & Co., Inc.
Kesler, Norman & Wride, LLC
Tower Research Capital LLC (TRC)
King Luther Capital Management Corp
Koss-Olinger Consulting, LLC
Advisor Resource Council
Eaton Vance Management
Citadel Advisors Llc
Archer Investment Corp
Astor Investment Management LLC

Recent Quarter 29 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	298,174	75.09	330,025	85.65
Insight Wealth Strategies, LLC	150,140	75.09	152,623	85.65
WP Advisors, LLC	107,832	75.09	106,715	85.65
Private Advisor Group, LLC	90,403	75.10	66,551	85.65
Rothschild Investment Corp /il	80,937	75.10	80,285	85.64
Arkadios Wealth Advisors	73,494	0.08	76,662	0.09
Santori & Peters, Inc.	70,358	75.09	10,850	85.62
Minichmacgregor Wealth Management, Llc	59,690	75.09	4,440	85.59
Ford Financial Group, LLC	58,792	75.08	57,246	85.65
Raymond James Trust N.a.	57,592	75.08	2,503	85.50
Planned Solutions, Inc.	42,374	75.09	136,873	85.65
Oxinas Partners Wealth Management LLC	40,049	75.08	40,130	85.65
Advocacy Wealth Management Services, LLC	39,326	75.09	42,805	85.76
Connecticut Wealth Management, LLC	15,327	75.10	16,493	85.67
Trinity Wealth Management, LLC	14,248	75.10	14,407	85.65
Global Trust Asset Management, LLC	11,266	75.09	9,631	85.66
Ayalon Holdings Ltd.	11,028	75.08	10,306	85.68
Flagship Harbor Advisors, Llc	9,193	75.06	9,145	85.62
WLTG - WealthTrust DBS Long Term Growth ETF	7,787	81.55	8,862	82.26
Wipfli Financial Advisors Llc,	6,843	75.11	9,415	85.61

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 12 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Santori & Peters, Inc.	59,508	70,358	75.09	10,850	85.62	548.46
Minichmacgregor Wealth Management, Llc	55,250	59,690	75.09	4,440	85.59	1244.37
Raymond James Trust N.a.	55,089	57,592	75.08	2,503	85.50	2200.92
Private Advisor Group, LLC	23,852	90,403	75.10	66,551	85.65	35.84
Global Trust Asset Management, LLC	1,635	11,266	75.09	9,631	85.66	16.98
Ford Financial Group, LLC	1,546	58,792	75.08	57,246	85.65	2.70
WP Advisors, LLC	1,117	107,832	75.09	106,715	85.65	1.05
Ayalon Holdings Ltd.	722	11,028	75.08	10,306	85.68	7.01
Rothschild Investment Corp /il	652	80,937	75.10	80,285	85.64	0.81
AdvisorNet Financial, Inc	450	2,764	75.25	2,314	85.57	19.45
Flagship Harbor Advisors, Llc	48	9,193	75.06	9,145	85.62	0.52
Gleason Group, Inc.	2	226	75.22	224	84.82	0.89

Recent Quarter 14 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Planned Solutions, Inc.	94,499	42,374	75.09	136,873	85.65	-69.04
Cambridge Investment Research Advisors, Inc.	31,851	298,174	75.09	330,025	85.65	-9.65
Advocacy Wealth Management Services, LLC	3,479	39,326	75.09	42,805	85.76	-8.13
Arkadios Wealth Advisors	3,168	73,494	0.08	76,662	0.09	-4.13
Wipfli Financial Advisors Llc,	2,572	6,843	75.11	9,415	85.61	-27.32
Insight Wealth Strategies, LLC	2,483	150,140	75.09	152,623	85.65	-1.63
Connecticut Wealth Management, LLC	1,166	15,327	75.10	16,493	85.67	-7.07
WLTG - WealthTrust DBS Long Term Growth ETF	1,075	7,787	81.55	8,862	82.26	-12.13
Allworth Financial LP	836	2,471	75.27	3,307	85.58	-25.28
Diligent Investors, LLC	167	3,008	75.13	3,175	85.67	-5.26
Trinity Wealth Management, LLC	159	14,248	75.10	14,407	85.65	-1.10
Oxinas Partners Wealth Management LLC	81	40,049	75.08	40,130	85.65	-0.20
TKG Advisors, LLC	32	2,799	75.03	2,831	85.48	-1.13
Massmutual Trust Co Fsb/adv	8	230		238		-3.36

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Citadel Advisors Llc	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
EWG Elevate Inc.	20,433	75.07

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
First Heartland Consultants, Inc.	11,706	85.60
Koshinski Asset Management, Inc.	814	86.00

Past Week 23 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	298,174	75.09	330,025	85.65
WP Advisors, LLC	107,832	75.09	106,715	85.65
Private Advisor Group, LLC	90,403	75.10	66,551	85.65
Rothschild Investment Corp /il	80,937	75.10	80,285	85.64
Arkadios Wealth Advisors	73,494	0.08	76,662	0.09
Santori & Peters, Inc.	70,358	75.09	10,850	85.62
Minichmacgregor Wealth Management, Llc	59,690	75.09	4,440	85.59
Ford Financial Group, LLC	58,792	75.08	57,246	85.65
Raymond James Trust N.a.	57,592	75.08	2,503	85.50
Planned Solutions, Inc.	42,374	75.09	136,873	85.65
Oxinas Partners Wealth Management LLC	40,049	75.08	40,130	85.65
Connecticut Wealth Management, LLC	15,327	75.10	16,493	85.67
Trinity Wealth Management, LLC	14,248	75.10	14,407	85.65
Global Trust Asset Management, LLC	11,266	75.09	9,631	85.66
Ayalon Holdings Ltd.	11,028	75.08	10,306	85.68
Flagship Harbor Advisors, Llc	9,193	75.06	9,145	85.62
Global Retirement Partners, LLC	3,935	74.97	3,935	81.58
Diligent Investors, LLC	3,008	75.13	3,175	85.67
TKG Advisors, LLC	2,799	75.03	2,831	85.48
Allworth Financial LP	2,471	75.27	3,307	85.58
Pinnacle Bancorp, Inc.	470	74.47	470	85.11
Gleason Group, Inc.	226	75.22	224	84.82
Strategic Asset Management, LLC	100	80.00	100	90.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Santori & Peters, Inc.	59,508	70,358	75.09	10,850	85.62	548.46
Minichmacgregor Wealth Management, Llc	55,250	59,690	75.09	4,440	85.59	1244.37
Raymond James Trust N.a.	55,089	57,592	75.08	2,503	85.50	2200.92
Private Advisor Group, LLC	23,852	90,403	75.10	66,551	85.65	35.84
Global Trust Asset Management, LLC	1,635	11,266	75.09	9,631	85.66	16.98
Ford Financial Group, LLC	1,546	58,792	75.08	57,246	85.65	2.70
WP Advisors, LLC	1,117	107,832	75.09	106,715	85.65	1.05
Ayalon Holdings Ltd.	722	11,028	75.08	10,306	85.68	7.01
Rothschild Investment Corp /il	652	80,937	75.10	80,285	85.64	0.81
Flagship Harbor Advisors, Llc	48	9,193	75.06	9,145	85.62	0.52
Gleason Group, Inc.	2	226	75.22	224	84.82	0.89

Past Week 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Planned Solutions, Inc.	94,499	42,374	75.09	136,873	85.65	-69.04
Cambridge Investment Research Advisors, Inc.	31,851	298,174	75.09	330,025	85.65	-9.65
Arkadios Wealth Advisors	3,168	73,494	0.08	76,662	0.09	-4.13
Connecticut Wealth Management, LLC	1,166	15,327	75.10	16,493	85.67	-7.07
Allworth Financial LP	836	2,471	75.27	3,307	85.58	-25.28
Diligent Investors, LLC	167	3,008	75.13	3,175	85.67	-5.26
Trinity Wealth Management, LLC	159	14,248	75.10	14,407	85.65	-1.10
Oxinas Partners Wealth Management LLC	81	40,049	75.08	40,130	85.65	-0.20
TKG Advisors, LLC	32	2,799	75.03	2,831	85.48	-1.13

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name