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	328	114.00	117.32	116.76
Previous Quarter	340	116.00	117.32	117.07

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	64	20	1	5	9
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	12	1	4	6
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	9,032	0.00	0.00	0	0.00	0.00
Previous Quarter	9,032	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
Northern Trust Corp	2,455,255	117.32
Charles Schwab Investment Management Inc	1,524,919	117.32
Wells Fargo & Company/mn	1,249,508	117.32
Envestnet Asset Management Inc	1,196,619	117.32
Pnc Financial Services Group, Inc.	926,709	117.32
Truist Financial Corp	474,792	117.32
Northwestern Mutual Wealth Management Co	459,860	117.32
Bank Of America Corp /de/	428,346	117.32
Goldman Sachs Group Inc	425,320	117.32
Morgan Stanley	400,294	117.32
Millennium Management Llc	350,393	117.32
LPL Financial LLC	181,771	117.32
State Street Corp	170,930	117.32
Creative Planning	141,820	117.32
RLY - SPDR SSGA Multi-Asset Real Return ETF	138,606	117.32
Patton Fund Management, Inc.	124,919	117.32
UBS Group AG	105,695	117.32
PRAFX - T. Rowe Price Real Assets Fund, Inc.	99,129	122.16
ODonnell Financial Services, LLC	89,329	117.32
Private Advisor Group, LLC	73,121	95.08

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
Northern Trust Corp	2,455,255	117.32
Charles Schwab Investment Management Inc	1,524,919	117.32
Wells Fargo & Company/mn	1,249,508	117.32
Envestnet Asset Management Inc	1,196,619	117.32
Pnc Financial Services Group, Inc.	926,709	117.32
Truist Financial Corp	474,792	117.32
Northwestern Mutual Wealth Management Co	459,860	117.32
Bank Of America Corp /de/	428,346	117.32
Goldman Sachs Group Inc	425,320	117.32
Morgan Stanley	400,294	117.32
Millennium Management Llc	350,393	117.32
LPL Financial LLC	181,771	117.32
State Street Corp	170,930	117.32
Creative Planning	141,820	117.32
RLY - SPDR SSGA Multi-Asset Real Return ETF	138,606	117.32
Capital Advisors Inc/ok	129,241	117.32
Patton Fund Management, Inc.	124,919	117.32
UBS Group AG	105,695	117.32
PRAFX - T. Rowe Price Real Assets Fund, Inc.	99,129	122.16
ODonnell Financial Services, LLC	89,329	117.32

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Omega Financial Group, LLC	11,317	95.08
ACG Wealth	5

Recent Quarter 64 Institutes closed out their positions

Name	Shares	PPS
Capital Advisors Inc/ok	129,241	117.32
IFP Advisors, Inc	56,073	122.22
GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares	45,279	114.00
Emery Howard Portfolio Management, Inc.	6,351	122.19
Ameritas Investment Corp	2,528
Managed Account Services Inc	2,440	105.33
Boenning & Scattergood, Inc.	2,050	117.56
EWG Elevate Inc.	1,818	117.16
Carroll Financial Associates, Inc.	326	119.63
Wealth Quarterback LLC	118
BerganKDV Wealth Management, LLC	46	108.70
Wolverine Trading, Llc
RiverFront Investment Group, LLC
Huntington National Bank
Strategic Blueprint, LLC
Asset Dedication, LLC
Farmers & Merchants Trust Co of Chambersburg PA
Harbor Investment Advisory, Llc
Autumn Glory Partners, LLC
Creative Financial Designs Inc /adv
Liberty Wealth Management Llc
Global Trust Asset Management, LLC
CX Institutional
Confluence Wealth Services, Inc.
Price T Rowe Associates Inc /md/
Pacitti Group Inc.
Arkadios Wealth Advisors
Northwest Bancshares, Inc.
Jane Street Group, Llc
CoreCap Advisors, LLC
Parallel Advisors, LLC
Red Door Wealth Management, LLC
First Heartland Consultants, Inc.
Sigma Planning Corp
Cutler Group LP
Aveo Capital Partners, LLC
Gerber Kawasaki Wealth & Investment Management
Valeo Financial Advisors, LLC
Tibra Equities Europe Ltd
Bay Harbor Wealth Management, LLC
Barclays Plc
Gilman Hill Asset Management, LLC
Semmax Financial Advisors Inc.
RPG Investment Advisory, LLC
Parallel Advisors, LLC
Richwood Investment Advisors, LLC
Retirement Planning Co of New England, Inc.
Moloney Securities Asset Management, LLC
Jacobi Capital Management LLC
Kessler Investment Group, LLC
Reilly Financial Advisors, Llc
Total Clarity Wealth Management, Inc.
Cutler Group LP
Phoenix Wealth Advisors
Cornerstone Wealth Management, LLC
Axiom Investment Management LLC
Cornerstone Advisory, LLC
Amplius Wealth Advisors, LLC
Wolverine Trading, Llc
All Season Financial Advisors, Inc.
Ironwood Financial, llc
Trexquant Investment LP
PBMares Wealth Management LLC
Paragon Capital Management Ltd

Recent Quarter 20 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	73,121	95.08	72,576	117.33
DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES	43,183	111.69	43,610	114.01
City Holding Co	20,585	95.07	20,985	117.32
Cambridge Investment Research Advisors, Inc.	17,857	95.09	45,671	117.32
Atlas Brown,Inc.	16,297	95.11	16,417	117.32
Summit Financial Group, Inc.	12,777	95.09	12,407	117.35
Raymond James Trust N.a.	6,588	95.02	3,788	117.21
Kohmann Bosshard Financial Services, LLC	6,226	95.09	6,361	117.28
DWAT - Arrow DWA Tactical ETF	2,860	111.54	2,860	113.99
Chesley Taft & Associates LLC	2,313	95.11	2,313	116.73
Financial Management Professionals, Inc.	1,247	95.43	28,743	117.32
AdvisorNet Financial, Inc	799	95.12	799	117.65
Global Retirement Partners, LLC	704	95.17	1,224	101.31
Optimum Investment Advisors	300	96.67	300	116.67
SOA Wealth Advisors, LLC.	144	90.28	162	117.28
Allworth Financial LP	117	94.02	53	113.21
Parkside Financial Bank & Trust	60	100.00	60	116.67
Covington Capital Management	53	94.34	53	113.21
American National Bank	50	100.00	50	120.00
Newbridge Financial Services Group, Inc.	35	85.71	119	117.65

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	20	100.00	0

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Raymond James Trust N.a.	2,800	6,588	95.02	3,788	117.21	73.92
Private Advisor Group, LLC	545	73,121	95.08	72,576	117.33	0.75
Summit Financial Group, Inc.	370	12,777	95.09	12,407	117.35	2.98
Allworth Financial LP	64	117	94.02	53	113.21	120.75
Gradient Investments LLC	20	20	100.00	0		0.00

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	27,814	17,857	95.09	45,671	117.32	-60.90
Financial Management Professionals, Inc.	27,496	1,247	95.43	28,743	117.32	-95.66
Global Retirement Partners, LLC	520	704	95.17	1,224	101.31	-42.48
DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES	427	43,183	111.69	43,610	114.01	-0.98
City Holding Co	400	20,585	95.07	20,985	117.32	-1.91
Kohmann Bosshard Financial Services, LLC	135	6,226	95.09	6,361	117.28	-2.12
Atlas Brown,Inc.	120	16,297	95.11	16,417	117.32	-0.73
Newbridge Financial Services Group, Inc.	84	35	85.71	119	117.65	-70.59
SOA Wealth Advisors, LLC.	18	144	90.28	162	117.28	-11.11

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	0

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
Omega Financial Group, LLC	11,317	95.08
ACG Wealth	5

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Capital Advisors Inc/ok	129,241	117.32
EWG Elevate Inc.	1,818	117.16
Boenning & Scattergood, Inc.	2,050	117.56
BerganKDV Wealth Management, LLC	46	108.70

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	73,121	95.08	72,576	117.33
Cambridge Investment Research Advisors, Inc.	17,857	95.09	45,671	117.32
Atlas Brown,Inc.	16,297	95.11	16,417	117.32
Raymond James Trust N.a.	6,588	95.02	3,788	117.21
Financial Management Professionals, Inc.	1,247	95.43	28,743	117.32
Global Retirement Partners, LLC	704	95.17	1,224	101.31
Optimum Investment Advisors	300	96.67	300	116.67
SOA Wealth Advisors, LLC.	144	90.28	162	117.28
Allworth Financial LP	117	94.02	53	113.21
Parkside Financial Bank & Trust	60	100.00	60	116.67
American National Bank	50	100.00	50	120.00
Newbridge Financial Services Group, Inc.	35	85.71	119	117.65

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	20	100.00	0

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Raymond James Trust N.a.	2,800	6,588	95.02	3,788	117.21	73.92
Private Advisor Group, LLC	545	73,121	95.08	72,576	117.33	0.75
Allworth Financial LP	64	117	94.02	53	113.21	120.75
Gradient Investments LLC	20	20	100.00	0		0.00

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	27,814	17,857	95.09	45,671	117.32	-60.90
Financial Management Professionals, Inc.	27,496	1,247	95.43	28,743	117.32	-95.66
Global Retirement Partners, LLC	520	704	95.17	1,224	101.31	-42.48
Atlas Brown,Inc.	120	16,297	95.11	16,417	117.32	-0.73
Newbridge Financial Services Group, Inc.	84	35	85.71	119	117.65	-70.59
SOA Wealth Advisors, LLC.	18	144	90.28	162	117.28	-11.11

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