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 64 176.00 180.67 177.59
Previous Quarter 76 177.00 180.68 179.97

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 30 2 0 2 0
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 2 2 0 2 0
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
Goldman Sachs Group Inc 78,670 180.67
Searcy Financial Services Inc /adv 58,566 180.67
Bnp Paribas Arbitrage, Sa 50,000 180.68
Envestnet Asset Management Inc 38,626 180.68
LPL Financial LLC 35,157 180.68
Citadel Advisors Llc 25,409 180.68
Raymond James Financial Services Advisors, Inc. 24,836 180.67
Black Swift Group, LLC 24,425 180.68
Cambridge Investment Research Advisors, Inc. 23,094 151.99
Royal Bank Of Canada 16,572 180.67
Susquehanna International Group, Llp 15,981 180.65
J.w. Cole Advisors, Inc. 14,569
RWM Asset Management, LLC 13,261 151.95
Morgan Stanley 11,627 180.70
Bank Of America Corp /de/ 9,592 180.67
UBS Group AG 8,788 180.70
Flow Traders U.s. Llc 8,331 194.69
Cetera Advisor Networks LLC 6,526 180.66
Kestra Private Wealth Services, Llc 5,289 180.75
Equitable Holdings, Inc. 4,292 180.57

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
Goldman Sachs Group Inc 78,670 180.67
Searcy Financial Services Inc /adv 58,566 180.67
Bnp Paribas Arbitrage, Sa 50,000 180.68
Envestnet Asset Management Inc 38,626 180.68
LPL Financial LLC 35,157 180.68
Citadel Advisors Llc 25,409 180.68
CLACX - CLS Global Aggressive Equity Fund Class N Shares 25,000 186.60
Raymond James Financial Services Advisors, Inc. 24,836 180.67
Black Swift Group, LLC 24,425 180.68
Royal Bank Of Canada 16,572 180.67
Susquehanna International Group, Llp 15,981 180.65
J.w. Cole Advisors, Inc. 14,569
Morgan Stanley 11,627 180.70
RWM Asset Management, LLC 10,847 180.70
Bank Of America Corp /de/ 9,592 180.67
Cambridge Investment Research Advisors, Inc. 9,043 180.69
UBS Group AG 8,788 180.70
Flow Traders U.s. Llc 8,331 194.69
Cetera Advisor Networks LLC 6,526 180.66
Kestra Private Wealth Services, Llc 5,289 180.75

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
CLACX - CLS Global Aggressive Equity Fund Class N Shares 25,000 186.60
Susquehanna International Group, Llp 15,981 180.65
Ayalon Holdings Ltd. 2,800 180.71
QALTX - Quantified Alternative Investment Fund Investor Class Shares 2,264 174.91
Private Advisor Group, LLC 1,184 180.74
IFP Advisors, Inc 17 176.47
HBW Advisory Services LLC
Arkadios Wealth Advisors
Ausdal Financial Partners, Inc.
Brinker Capital Investments, LLC
IronBridge Private Wealth, LLC
Cetera Investment Advisers
Horizon Wealth Management, LLC
Arlington Capital Management, Inc.
Citigroup Inc
Barclays Plc
Integrated Advisors Network LLC
Wolverine Trading, Llc
GPS Wealth Strategies Group, LLC
Huntington National Bank
SRS Capital Advisors, Inc.
Advisors Preferred, LLC
Eaton Vance Management
Financial Services Advisory Inc
Raymond James & Associates
Intellectus Partners, LLC
Q3 Asset Management
Belvedere Trading LLC
Qube Research & Technologies Ltd
Wolverine Trading, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 23,094 151.99 9,043 180.69
RWM Asset Management, LLC 13,261 151.95 10,847 180.70
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 14,051 23,094 151.99 9,043 180.69 155.38
RWM Asset Management, LLC 2,414 13,261 151.95 10,847 180.70 22.26
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Ayalon Holdings Ltd. 2,800 180.71
Private Advisor Group, LLC 1,184 180.74
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 23,094 151.99 9,043 180.69
RWM Asset Management, LLC 13,261 151.95 10,847 180.70
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 14,051 23,094 151.99 9,043 180.69 155.38
RWM Asset Management, LLC 2,414 13,261 151.95 10,847 180.70 22.26
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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