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 | 206 | 17.00 | 16.99 | 16.84 |
| Previous Quarter | 232 | 17.00 | 16.99 | 16.94 |
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 | 79 | 18 | 0 | 10 | 5 |
| 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 | 14 | 0 | 8 | 4 |
| 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 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 |
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 | 5,751,488 | |
| Morgan Stanley | 5,112,784 | 16.99 |
| Bank Of America Corp /de/ | 3,978,692 | 16.99 |
| Parametric Portfolio Associates Llc | 2,425,143 | 16.99 |
| Raymond James & Associates | 1,719,390 | 16.99 |
| Wells Fargo & Company/mn | 1,682,472 | 16.99 |
| UBS Group AG | 1,659,989 | 16.99 |
| Raymond James Financial Services Advisors, Inc. | 1,503,093 | 16.99 |
| Royal Bank Of Canada | 965,909 | 16.99 |
| Advisors Asset Management, Inc. | 774,576 | 16.99 |
| LPL Financial LLC | 642,908 | 16.99 |
| Stifel Financial Corp | 580,923 | 16.99 |
| Allspring Global Investments Holdings, LLC | 470,848 | 19.59 |
| Janney Montgomery Scott LLC | 418,502 | 16.99 |
| Cohen & Steers Closed-end Opportunity Fund, Inc. | 395,098 | 16.99 |
| Cohen & Steers, Inc. | 395,098 | 16.99 |
| Blue Bell Private Wealth Management, Llc | 332,108 | 16.99 |
| Waterfront Wealth Inc. | 324,753 | 16.19 |
| Rothschild Investment Corp /il | 315,380 | 13.97 |
| Guggenheim Capital Llc | 313,372 | 16.99 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 5,112,784 | 16.99 |
| Bank Of America Corp /de/ | 3,978,692 | 16.99 |
| Parametric Portfolio Associates Llc | 2,425,143 | 16.99 |
| Raymond James & Associates | 1,719,390 | 16.99 |
| Wells Fargo & Company/mn | 1,682,472 | 16.99 |
| UBS Group AG | 1,659,989 | 16.99 |
| Raymond James Financial Services Advisors, Inc. | 1,503,093 | 16.99 |
| Royal Bank Of Canada | 965,909 | 16.99 |
| Advisors Asset Management, Inc. | 774,576 | 16.99 |
| LPL Financial LLC | 642,908 | 16.99 |
| Stifel Financial Corp | 580,923 | 16.99 |
| Allspring Global Investments Holdings, LLC | 470,848 | 19.59 |
| Janney Montgomery Scott LLC | 418,502 | 16.99 |
| Cohen & Steers, Inc. | 395,098 | 16.99 |
| Cohen & Steers Closed-end Opportunity Fund, Inc. | 395,098 | 16.99 |
| Blue Bell Private Wealth Management, Llc | 332,108 | 16.99 |
| Waterfront Wealth Inc. | 324,753 | 16.19 |
| Guggenheim Capital Llc | 313,372 | 16.99 |
| Rothschild Investment Corp /il | 311,003 | 16.99 |
| 1832 Asset Management L.P. | 279,174 | 16.76 |
| Name | Shares | PPS |
|---|---|---|
| MORGAN STANLEY | 5,751,488 | |
| Buttonwood Financial Advisors Inc. | 10,000 | 14.00 |
| Name | Shares | PPS |
|---|---|---|
| Mid Atlantic Financial Management Inc/adv | 19,450 | 17.99 |
| Orion Portfolio Solutions, LLC | 15,265 | 16.97 |
| Harborview Advisors, LLC | 11,105 | 18.01 |
| Future Financial Wealth Managment LLC | 5,000 | 17.00 |
| Segantii Capital Management Ltd | 3,499 | 16.86 |
| Wealth Quarterback LLC | 1,087 | |
| Koshinski Asset Management, Inc. | 568 | 17.61 |
| Carroll Financial Associates, Inc. | 270 | 18.52 |
| AABFX - Thrivent Balanced Income Plus Fund Class A | ||
| Jaffetilchin Investment Partners, LLC | ||
| Assetmark, Inc | ||
| Canal Capital Management, LLC | ||
| Bulldog Investors, LLP | ||
| Thrivent Financial For Lutherans | ||
| Bogart Wealth, LLC | ||
| Parisi Gray Wealth Management | ||
| MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares | ||
| Virtu Financial LLC | ||
| Hochman Cole Investment Advisors, Inc. | ||
| TMLDX - Thrivent Multidimensional Income Fund Class S | ||
| IHT Wealth Management, LLC | ||
| Wagner Wealth Management, Llc | ||
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A | ||
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | ||
| Creative Financial Designs Inc /adv | ||
| AAINX - Thrivent Opportunity Income Plus Fund Class A | ||
| AAHYX - Thrivent Diversified Income Plus Fund Class A | ||
| United Capital Financial Advisers, Llc | ||
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | ||
| Fifth Third Bancorp | ||
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | ||
| Tiaa, Fsb | ||
| Bessemer Group Inc | ||
| Cornerstone Total Return Fund Inc | ||
| Bank of New York Mellon Corp | ||
| Walleye Trading LLC | ||
| ProVise Management Group, LLC | ||
| People's United Financial, Inc. | ||
| Thompson Davis & Co., Inc. | ||
| Eagle Bay Advisors LLC | ||
| Frontier Wealth Management LLC | ||
| Baldrige Asset Management LLC | ||
| Shepherd Kaplan Krochuk, Llc | ||
| Clearview Wealth Advisors LLC | ||
| Beach Investment Counsel Inc/pa | ||
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | ||
| Fsb Premier Wealth Management, Inc. | ||
| Matisse Capital | ||
| Tradewinds Capital Management, LLC | ||
| Widmann Financial Services, Inc. | ||
| Citigroup Inc | ||
| Cornerstone Advisors Inc | ||
| RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | ||
| Strategic Wealth Advisors Group, LLC | ||
| Ahrens Investment Partners LLC | ||
| Pring Turner Capital Group Inc | ||
| Cornerstone Advisors, LLC | ||
| Americana Partners, LLC | ||
| Saba Capital Management, L.P. | ||
| BDO Wealth Advisors, LLC | ||
| DAVENPORT & Co LLC | ||
| FNY Investment Advisers, LLC | ||
| Snowden Capital Advisors LLC | ||
| Pinnacle Bancorp, Inc. | ||
| Huntington National Bank | ||
| Zions Bancorporation, N.A. | ||
| Douglass Winthrop Advisors, LLC | ||
| Stephenson National Bank & Trust | ||
| Northern Trust Corp | ||
| Eaton Vance Management | ||
| Citadel Advisors Llc | ||
| Trustcore Financial Services, Llc | ||
| Advisor Resource Council | ||
| Css Llc/il | ||
| Wolverine Asset Management Llc | ||
| Cornerstone Strategic Value Fund Inc | ||
| Confluence Wealth Services, Inc. | ||
| Walleye Capital LLC | ||
| Proequities, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Rothschild Investment Corp /il | 315,380 | 13.97 | 311,003 | 16.99 |
| RB Capital Management, LLC | 152,182 | 13.97 | 149,736 | 16.99 |
| Private Advisor Group, LLC | 90,058 | 13.97 | 88,433 | 16.98 |
| Boenning & Scattergood, Inc. | 85,490 | 13.97 | 90,926 | 16.99 |
| Cambridge Investment Research Advisors, Inc. | 70,773 | 13.97 | 69,587 | 16.99 |
| Miracle Mile Advisors, LLC | 65,464 | 13.98 | 78,849 | 16.99 |
| Raymond James Trust N.a. | 55,271 | 13.97 | 51,771 | 17.00 |
| Stolper Co | 44,865 | 13.98 | 43,648 | 17.00 |
| David J Yvars Group | 40,105 | 14.09 | 38,970 | 17.06 |
| Uncommon Cents Investing LLC | 24,986 | 13.97 | 23,013 | 16.99 |
| Benchmark Wealth Management, LLC | 16,375 | 13.98 | 17,383 | 16.97 |
| First Financial Bank - Trust Division | 10,899 | 13.95 | 10,899 | 16.97 |
| Mascoma Wealth Management LLC | 10,817 | 13.96 | 10,817 | 17.01 |
| Gradient Investments LLC | 3,202 | 14.05 | 3,202 | 16.86 |
| AdvisorNet Financial, Inc | 1,850 | 14.05 | 2,270 | 17.18 |
| Sargent Bickham Lagudis LLC | 881 | 13.62 | 1,972 | 17.24 |
| M&r Capital Management Inc | 828 | 13.29 | 808 | 16.09 |
| Global Retirement Partners, LLC | 155 | 12.90 | 152 | 13.16 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Koshinski Asset Management, Inc. | 568 | 17.61 |
| Orion Portfolio Solutions, LLC | 15,265 | 16.97 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Rothschild Investment Corp /il | 315,380 | 13.97 | 311,003 | 16.99 |
| RB Capital Management, LLC | 152,182 | 13.97 | 149,736 | 16.99 |
| Private Advisor Group, LLC | 90,058 | 13.97 | 88,433 | 16.98 |
| Boenning & Scattergood, Inc. | 85,490 | 13.97 | 90,926 | 16.99 |
| Cambridge Investment Research Advisors, Inc. | 70,773 | 13.97 | 69,587 | 16.99 |
| Miracle Mile Advisors, LLC | 65,464 | 13.98 | 78,849 | 16.99 |
| Raymond James Trust N.a. | 55,271 | 13.97 | 51,771 | 17.00 |
| David J Yvars Group | 40,105 | 14.09 | 38,970 | 17.06 |
| Uncommon Cents Investing LLC | 24,986 | 13.97 | 23,013 | 16.99 |
| Benchmark Wealth Management, LLC | 16,375 | 13.98 | 17,383 | 16.97 |
| Mascoma Wealth Management LLC | 10,817 | 13.96 | 10,817 | 17.01 |
| Gradient Investments LLC | 3,202 | 14.05 | 3,202 | 16.86 |
| Sargent Bickham Lagudis LLC | 881 | 13.62 | 1,972 | 17.24 |
| Global Retirement Partners, LLC | 155 | 12.90 | 152 | 13.16 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|