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	146	115.00	119.97	110.21
Previous Quarter	156	116.00	119.97	112.92

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	2	38	9	0	4	4
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	2	4	8	0	4	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 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
Morgan Stanley	470,559	119.97
LPL Financial LLC	384,615	119.97
Fusion Family Wealth LLC	380,032	101.84
Fusion Family Wealth LLC	341,488
Commonwealth Equity Services, Llc	324,860	119.97
Raymond James Financial Services Advisors, Inc.	245,839	119.99
Bank Of America Corp /de/	212,256	119.97
Verity Asset Management, Inc.	169,038	0.01
Advisor Group Holdings, Inc.	157,214	87.05
UBS Group AG	155,683	119.97
Ameriprise Financial Inc	154,110	119.97
Wells Fargo & Company/mn	106,849	119.97
Private Advisor Group, LLC	89,929	101.84
Ancora Advisors, LLC	85,823	119.97
NEIRG Wealth Management, LLC	73,122	119.96
Northwestern Mutual Wealth Management Co	70,601	119.97
Royal Bank Of Canada	45,313	119.97
Consolidated Planning Corp	37,338	119.96
Envestnet Asset Management Inc	33,611	119.96
Old Mission Capital Llc	31,846	119.98

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	470,559	119.97
LPL Financial LLC	384,615	119.97
Fusion Family Wealth LLC	349,386	119.97
Commonwealth Equity Services, Llc	324,860	119.97
Raymond James Financial Services Advisors, Inc.	245,839	119.99
Bank Of America Corp /de/	212,256	119.97
Verity Asset Management, Inc.	169,038	0.01
Advisor Group Holdings, Inc.	157,214	87.05
UBS Group AG	155,683	119.97
Ameriprise Financial Inc	154,110	119.97
Wells Fargo & Company/mn	106,849	119.97
Engrave Wealth Partners LLC	104,622	119.97
Ancora Advisors, LLC	85,823	119.97
New England Investment & Retirement Group, Inc.	77,521	116.91
Private Advisor Group, LLC	75,310	119.97
NEIRG Wealth Management, LLC	73,122	119.96
Northwestern Mutual Wealth Management Co	70,601	119.97
Royal Bank Of Canada	45,313	119.97
Consolidated Planning Corp	37,338	119.96
Cambridge Investment Research Advisors, Inc.	34,002	119.96

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	600	101.67
Activest Wealth Management	566	102.47

Recent Quarter 38 Institutes closed out their positions

Name	Shares	PPS
Engrave Wealth Partners LLC	104,622	119.97
New England Investment & Retirement Group, Inc.	77,521	116.91
First Heartland Consultants, Inc.	8,839	119.92
IFP Advisors, Inc	2,461	123.53
HYA Advisors, Inc	1,875	120.00
Venturi Wealth Management, LLC	30	133.33
Foresight Capital Management Advisors, Inc.	19	105.26
Harbor Financial Services, Llc
Valmark Advisers, Inc.
First Horizon Advisors, Inc.
Wealthstar Advisors, Llc
Breiter Capital Management Inc
Portfolio Strategies, Inc.
Redhawk Wealth Advisors, Inc.
Umb Bank N A/mo
Paradigm Financial Advisors, LLC
SkyView Investment Advisors, LLC
Riggs Asset Managment Co. Inc.
Fifth Third Bancorp
Citadel Advisors Llc
Henrickson Nauta Wealth Advisors, Inc.
Advisor Resource Council
Barclays Plc
Eaton Vance Management
Stephens Inc /ar/
Retirement Group, LLC
Denver Wealth Management, Inc.
Tower Research Capital LLC (TRC)
Citigroup Inc
Coco Enterprises, LLC
StoneX Group Inc.
Equitable Holdings, Inc.
Gerber Kawasaki Wealth & Investment Management
Bank Of Montreal /can/
Snowden Capital Advisors LLC
Level Four Advisory Services, Llc
Regentatlantic Capital Llc
Viridian Ria, Llc

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Fusion Family Wealth LLC	380,032	101.84	349,386	119.97
Private Advisor Group, LLC	89,929	101.84	75,310	119.97
RWM Asset Management, LLC	31,152	101.86	29,866	119.97
Bridge Advisory, LLC	16,411	102.37	16,613	119.97
Global Retirement Partners, LLC	10,626	101.83	10,342	108.20
Cambridge Investment Research Advisors, Inc.	6,041	101.80	34,002	119.96
PCG Wealth Advisors, LLC	4,359	101.86	4,370	119.91
S.A. Mason LLC	2,885	101.91	2,885	119.93
Tompkins Financial Corp	1,204	102.16	1,466	120.05

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Fusion Family Wealth LLC	30,646	380,032	101.84	349,386	119.97	8.77
Private Advisor Group, LLC	14,619	89,929	101.84	75,310	119.97	19.41
RWM Asset Management, LLC	1,286	31,152	101.86	29,866	119.97	4.31
Global Retirement Partners, LLC	284	10,626	101.83	10,342	108.20	2.75

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	27,961	6,041	101.80	34,002	119.96	-82.23
Tompkins Financial Corp	262	1,204	102.16	1,466	120.05	-17.87
Bridge Advisory, LLC	202	16,411	102.37	16,613	119.97	-1.22
PCG Wealth Advisors, LLC	11	4,359	101.86	4,370	119.91	-0.25

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 2 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	600	101.67
Activest Wealth Management	566	102.47

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
HYA Advisors, Inc	1,875	120.00
First Heartland Consultants, Inc.	8,839	119.92
Engrave Wealth Partners LLC	104,622	119.97
Foresight Capital Management Advisors, Inc.	19	105.26

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Fusion Family Wealth LLC	380,032	101.84	349,386	119.97
Private Advisor Group, LLC	89,929	101.84	75,310	119.97
RWM Asset Management, LLC	31,152	101.86	29,866	119.97
Bridge Advisory, LLC	16,411	102.37	16,613	119.97
Global Retirement Partners, LLC	10,626	101.83	10,342	108.20
Cambridge Investment Research Advisors, Inc.	6,041	101.80	34,002	119.96
PCG Wealth Advisors, LLC	4,359	101.86	4,370	119.91
Tompkins Financial Corp	1,204	102.16	1,466	120.05

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Fusion Family Wealth LLC	30,646	380,032	101.84	349,386	119.97	8.77
Private Advisor Group, LLC	14,619	89,929	101.84	75,310	119.97	19.41
RWM Asset Management, LLC	1,286	31,152	101.86	29,866	119.97	4.31
Global Retirement Partners, LLC	284	10,626	101.83	10,342	108.20	2.75

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	27,961	6,041	101.80	34,002	119.96	-82.23
Tompkins Financial Corp	262	1,204	102.16	1,466	120.05	-17.87
Bridge Advisory, LLC	202	16,411	102.37	16,613	119.97	-1.22
PCG Wealth Advisors, LLC	11	4,359	101.86	4,370	119.91	-0.25

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