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	293	289.00	54.01	54.82
Previous Quarter	308	280.00	54.01	54.96

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	3	69	23	0	7	10
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	2	20	0	7	8
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	2,282	0.00	0.00	0	0.00	0.00
Previous Quarter	2,282	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
State Street Corp	3,365,553	54.01
Goldman Sachs Group Inc	2,766,413	54.01
Jones Financial Companies Lllp	2,461,362	53.38
Bank of New York Mellon Corp	1,547,735	54.01
SSBRX - State Street Target Retirement 2025 Fund Class I	1,154,744	54.01
SSBNX - State Street Target Retirement 2020 Fund Class I	887,754	54.01
Hsbc Holdings Plc	688,175	54.01
Morgan Stanley	592,944	54.01
SSFNX - State Street Target Retirement Fund Class I	591,293	54.01
SSBWX - State Street Target Retirement 2030 Fund Class I	437,347	54.01
Envestnet Asset Management Inc	413,279	54.01
CFS Investment Advisory Services, LLC	383,795	0.02
Glenmede Trust Co Na	366,637	54.01
Manufacturers Life Insurance Company, The	351,683	54.01
Modera Wealth Management, LLC	303,904	54.01
People's United Financial, Inc.	301,111	54.01
Waldron Private Wealth LLC	238,519	54.01
Raymond James & Associates	236,646	54.01
Sequoia Financial Advisors, LLC	234,677	54.01
Boston Private Wealth Llc	233,801	54.01

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
State Street Corp	3,365,553	54.01
Goldman Sachs Group Inc	2,766,413	54.01
Jones Financial Companies Lllp	2,461,362	53.38
Bank of New York Mellon Corp	1,547,735	54.01
SSBRX - State Street Target Retirement 2025 Fund Class I	1,154,744	54.01
SSBNX - State Street Target Retirement 2020 Fund Class I	887,754	54.01
Hsbc Holdings Plc	688,175	54.01
Morgan Stanley	592,944	54.01
SSFNX - State Street Target Retirement Fund Class I	591,293	54.01
SSBWX - State Street Target Retirement 2030 Fund Class I	437,347	54.01
Envestnet Asset Management Inc	413,279	54.01
CFS Investment Advisory Services, LLC	383,795	0.02
Glenmede Trust Co Na	366,637	54.01
Manufacturers Life Insurance Company, The	351,683	54.01
Modera Wealth Management, LLC	303,904	54.01
People's United Financial, Inc.	301,111	54.01
Waldron Private Wealth LLC	238,519	54.01
Raymond James & Associates	236,646	54.01
Sequoia Financial Advisors, LLC	234,677	54.01
Boston Private Wealth Llc	233,801	54.01

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Wipfli Financial Advisors Llc,	10,686	44.17
ACG Wealth	148	47.30
Mascoma Wealth Management LLC	24	41.67

Recent Quarter 69 Institutes closed out their positions

Name	Shares	PPS
Wipfli Financial Advisors Llc,	11,151	53.99
IFP Advisors, Inc	9,360	56.52
Mid Atlantic Financial Management Inc/adv	7,346	51.05
Centric Wealth Management	6,823	54.08
Alexandria Capital, LLC	5,826	50.98
PFG Advisors	3,817	53.97
Boltwood Capital Management	3,745	53.94
Koshinski Asset Management, Inc.	1,831	54.07
Parallel Advisors, LLC	1,435	54.36
Bbva Usa	888	50.68
Heritage Wealth Management, Llc	704	51.14
Sonora Investment Management, LLC	88	45.45
Hartland & Co., LLC
Fifth Third Securities, Inc.
CBIZ Investment Advisory Services, LLC
Oakwell Private Wealth Management, LLC
St. Louis Trust Co
Carmichael Hill & Associates, Inc.
Flagship Private Wealth, LLC
Sandy Spring Bank
Simmons Bank
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Dohj, Llc
Resources Management Corp /ct/ /adv
Hayden Royal, Llc
Beck Bode, LLC
Pacitti Group Inc.
Bellwether Advisors, LLC
Ford Financial Group, LLC
Flow Traders U.s. Llc
Voya Financial Advisors, Inc.
Ahl Investment Management, Inc.
Sarasin & Partners LLP
Graypoint LLC
Nadler Financial Group, Inc.
BDO Wealth Advisors, LLC
First Command Financial Services, Inc.
Snowden Capital Advisors LLC
Spire Wealth Management
Warner Financial, Inc
Colony Group Llc
TFAZX - TFA Tactical Income Fund Class I
Eaton Vance Management
Financial Management Professionals, Inc.
Lenox Wealth Advisors, LLC
IronBridge Private Wealth, LLC
Parisi Gray Wealth Management
MAI Capital Management
JJJ Advisors Inc.
Richwood Investment Advisors, LLC
Solstein Capital, LLC
UMA Financial Services, Inc.
Tower Research Capital LLC (TRC)
Intelligence Driven Advisers, LLC
Arkadios Wealth Advisors
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Foster Victor Wealth Advisors, LLC
Proequities, Inc.
Advisors Preferred, LLC
Huntington National Bank
First Horizon Advisors, Inc.
Captrust Financial Advisors
First Command Bank
Greytown Advisors Inc.
Chicago Partners Investment Group LLC
Sowell Financial Services LLC
Prudential Financial Inc
Jacobi Capital Management LLC
Laird Norton Trust Company, Llc

Recent Quarter 23 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Prairiewood Capital, LLC	110,097	44.14	107,140	54.01
Alhambra Investment Partners LLC	67,082	44.14	7,352	54.00
Cambridge Investment Research Advisors, Inc.	37,590	44.13	41,812	54.00
Private Advisor Group, LLC	31,614	44.13	32,189	54.02
FC Advisory LLC	24,357	44.14	27,643	54.01
Old Port Advisors	12,698	44.34	12,735	55.05
PDS Planning, Inc	7,670	44.20	7,845	54.05
Clarus Wealth Advisors	7,111	44.02	6,621	53.62
McNamara Financial Services, Inc.	7,025	44.13	5,750	54.09
Orion Portfolio Solutions, LLC	5,898	44.08	5,281	53.97
First Heartland Consultants, Inc.	5,830	44.08	123,748	54.00
Evanson Asset Management, LLC	4,658	44.22	4,658	54.10
Cordasco Financial Network	3,051	44.25	3,450	53.91
First Community Trust Na	1,200	44.17	1,200	54.17
Webster Bank, N. A.	817	44.06	817	53.86
Global Retirement Partners, LLC	397	45.34	394	48.22
AdvisorNet Financial, Inc	354	45.20	93,236	54.01
Tsfg, Llc	296	43.92	296	54.05
Global Trust Asset Management, LLC	195	46.15	195	56.41
Rosenberg Matthew Hamilton	185	43.24	185	54.05

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Alhambra Investment Partners LLC	59,730	67,082	44.14	7,352	54.00	812.43
Prairiewood Capital, LLC	2,957	110,097	44.14	107,140	54.01	2.76
McNamara Financial Services, Inc.	1,275	7,025	44.13	5,750	54.09	22.17
Orion Portfolio Solutions, LLC	617	5,898	44.08	5,281	53.97	11.68
Clarus Wealth Advisors	490	7,111	44.02	6,621	53.62	7.40
Global Retirement Partners, LLC	3	397	45.34	394	48.22	0.76
Sugarloaf Wealth Management, LLC	1	45	44.44	44	45.45	2.27

Recent Quarter 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
First Heartland Consultants, Inc.	117,918	5,830	44.08	123,748	54.00	-95.29
AdvisorNet Financial, Inc	92,882	354	45.20	93,236	54.01	-99.62
Cambridge Investment Research Advisors, Inc.	4,222	37,590	44.13	41,812	54.00	-10.10
FC Advisory LLC	3,286	24,357	44.14	27,643	54.01	-11.89
Private Advisor Group, LLC	575	31,614	44.13	32,189	54.02	-1.79
Cordasco Financial Network	399	3,051	44.25	3,450	53.91	-11.57
PDS Planning, Inc	175	7,670	44.20	7,845	54.05	-2.23
Gradient Investments LLC	73	1		74	54.05	-98.65
Old Port Advisors	37	12,698	44.34	12,735	55.05	-0.29
Sound Income Strategies, LLC	33	34	58.82	67	59.70	-49.25

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
ACG Wealth	148	47.30
Mascoma Wealth Management LLC	24	41.67

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	1,831	54.07
PFG Advisors	3,817	53.97

Past Week 20 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Prairiewood Capital, LLC	110,097	44.14	107,140	54.01
Alhambra Investment Partners LLC	67,082	44.14	7,352	54.00
Cambridge Investment Research Advisors, Inc.	37,590	44.13	41,812	54.00
Private Advisor Group, LLC	31,614	44.13	32,189	54.02
FC Advisory LLC	24,357	44.14	27,643	54.01
PDS Planning, Inc	7,670	44.20	7,845	54.05
Clarus Wealth Advisors	7,111	44.02	6,621	53.62
McNamara Financial Services, Inc.	7,025	44.13	5,750	54.09
Orion Portfolio Solutions, LLC	5,898	44.08	5,281	53.97
First Heartland Consultants, Inc.	5,830	44.08	123,748	54.00
Evanson Asset Management, LLC	4,658	44.22	4,658	54.10
Cordasco Financial Network	3,051	44.25	3,450	53.91
Webster Bank, N. A.	817	44.06	817	53.86
Global Retirement Partners, LLC	397	45.34	394	48.22
Tsfg, Llc	296	43.92	296	54.05
Global Trust Asset Management, LLC	195	46.15	195	56.41
Rosenberg Matthew Hamilton	185	43.24	185	54.05
Sugarloaf Wealth Management, LLC	45	44.44	44	45.45
Sound Income Strategies, LLC	34	58.82	67	59.70
Gradient Investments LLC	1		74	54.05

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Alhambra Investment Partners LLC	59,730	67,082	44.14	7,352	54.00	812.43
Prairiewood Capital, LLC	2,957	110,097	44.14	107,140	54.01	2.76
McNamara Financial Services, Inc.	1,275	7,025	44.13	5,750	54.09	22.17
Orion Portfolio Solutions, LLC	617	5,898	44.08	5,281	53.97	11.68
Clarus Wealth Advisors	490	7,111	44.02	6,621	53.62	7.40
Global Retirement Partners, LLC	3	397	45.34	394	48.22	0.76
Sugarloaf Wealth Management, LLC	1	45	44.44	44	45.45	2.27

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
First Heartland Consultants, Inc.	117,918	5,830	44.08	123,748	54.00	-95.29
Cambridge Investment Research Advisors, Inc.	4,222	37,590	44.13	41,812	54.00	-10.10
FC Advisory LLC	3,286	24,357	44.14	27,643	54.01	-11.89
Private Advisor Group, LLC	575	31,614	44.13	32,189	54.02	-1.79
Cordasco Financial Network	399	3,051	44.25	3,450	53.91	-11.57
PDS Planning, Inc	175	7,670	44.20	7,845	54.05	-2.23
Gradient Investments LLC	73	1		74	54.05	-98.65
Sound Income Strategies, LLC	33	34	58.82	67	59.70	-49.25

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