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	214	33.00	34.11	34.07
Previous Quarter	232	34.00	34.11	34.26

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	1	69	18	0	4	8
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	1	3	10	0	3	5
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
MD Financial Management Inc.	2,477,388	35.60
Wells Fargo & Company/mn	2,384,046	34.11
Goldman Sachs Group Inc	1,517,057	34.11
State Street Corp	1,348,232	34.11
Northern Trust Corp	1,259,676	34.11
Morgan Stanley	970,389	34.11
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A	633,195	34.11
Ing Groep Nv	410,000	34.11
Bank Of America Corp /de/	408,253	34.11
Jane Street Group, Llc	390,430	34.11
M&t Bank Corp	367,169	34.11
D. E. Shaw & Co., Inc.	263,975	34.11
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A	253,792	34.11
SG Americas Securities, LLC	213,310	34.11
FILFX - Strategic Advisers International Fund	201,575	33.47
Fmr Llc	201,575	34.11
RLY - SPDR SSGA Multi-Asset Real Return ETF	191,738	34.11
GAL - SPDR SSGA Global Allocation ETF	167,171	35.60
Money Design Co.,Ltd.	146,741	28.22
HAP Trading, LLC	139,560	34.11

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
MD Financial Management Inc.	2,477,388	35.60
Wells Fargo & Company/mn	2,384,046	34.11
Goldman Sachs Group Inc	1,517,057	34.11
State Street Corp	1,348,232	34.11
Northern Trust Corp	1,259,676	34.11
Morgan Stanley	970,389	34.11
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A	633,195	34.11
Ing Groep Nv	410,000	34.11
Bank Of America Corp /de/	408,253	34.11
Jane Street Group, Llc	390,430	34.11
M&t Bank Corp	367,169	34.11
D. E. Shaw & Co., Inc.	263,975	34.11
Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A	253,792	34.11
SG Americas Securities, LLC	213,310	34.11
FILFX - Strategic Advisers International Fund	201,575	33.47
Fmr Llc	201,575	34.11
RLY - SPDR SSGA Multi-Asset Real Return ETF	191,738	34.11
GAL - SPDR SSGA Global Allocation ETF	167,171	35.60
HAP Trading, LLC	139,560	34.11
Congress Wealth Management LLC / DE /	137,117	34.11

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Bridge Advisory, LLC	7,925	27.89

Recent Quarter 69 Institutes closed out their positions

Name	Shares	PPS
GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares	102,499	34.07
Managed Account Services Inc	46,179	35.49
WDIAX - Wilmington Diversified Income Fund Class A Shares	42,625	36.65
BOK Financial Private Wealth, Inc.	33,206	39.51
Homrich & Berg	8,875	35.49
Cambridge Investment Research Advisors, Inc.	6,513	34.09
Paladin Advisory Group, LLC	3,322	34.32
IFP Advisors, Inc	326	36.81
Carroll Financial Associates, Inc.	227	35.24
Newbridge Financial Services Group, Inc.	68	29.41
Koshinski Asset Management, Inc.	6
Heritage Wealth Management, Llc
Bank of New York Mellon Corp
Stamos Capital Partners, L.p.
Sugarloaf Wealth Management, LLC
Pfs Investments Inc.
Enterprise Financial Services Corp
Thompson Siegel & Walmsley Llc
First National Bank Of Omaha
Red Door Wealth Management, LLC
Gradient Investments LLC
Bay Harbor Wealth Management, LLC
Bokf, Na
Cassady Schiller Wealth Management, LLC
Jfs Wealth Advisors, Llc
Ancora Advisors, LLC
Dohj, Llc
Tudor Investment Corp Et Al
Cerity Partners LLC
CoreCap Advisors, LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Great Valley Advisor Group, Inc.
CENTRAL TRUST Co
Wealth Enhancement Advisory Services, Llc
Advisory Services Network, LLC
Systematic Alpha Investments, LLC
D.B. Root & Company, LLC
Aveo Capital Partners, LLC
Kempen Capital Management N.v.
Selective Wealth Management, Inc.
Csenge Advisory Group
West Bancorporation Inc
Sterling Financial Planning, Inc.
Parallel Advisors, LLC
Retirement Planning Co of New England, Inc.
Atlas Capital Advisors Llc
Eaton Vance Management
Parallel Advisors, LLC
Strategic Investment Advisors / MI
Whittier Trust Co
Center for Financial Planning, Inc.
Huntington National Bank
Tower Research Capital LLC (TRC)
Aspiriant, Llc
Signet Financial Management, Llc
Fifth Third Securities, Inc.
Money Concepts Capital Corp
Capital Asset Advisory Services LLC
Phoenix Wealth Advisors
Brown Advisory Inc
Citadel Advisors Llc
Two Sigma Securities, Llc
SRS Capital Advisors, Inc.
Smith Shellnut Wilson Llc /adv
Barclays Plc
Simon Quick Advisors, Llc
SOUTH STATE Corp
Mcdonald Partners Llc
Absolute Capital Management, LLC

Recent Quarter 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	146,741	28.22	130,369	34.11
Alhambra Investment Partners LLC	74,028	28.22	32,273	34.12
Innova Wealth Partners	73,881	28.22	112,670	34.11
Private Advisor Group, LLC	46,252	28.21	53,205	34.11
Kohmann Bosshard Financial Services, LLC	40,382	28.23	43,190	34.11
Upper Left Wealth Management, LLC	14,987	28.22	14,803	34.52
Raymond James Trust N.a.	11,617	28.23	7,133	34.07
Old Port Advisors	10,699	27.67	11,086	34.55
Aletheian Wealth Advisors LLC	8,330	28.21	9,080	34.14
HB Wealth Management, LLC	7,825	28.24	10,025	34.11
Covington Capital Management	5,852	28.20	6,221	34.08
Pinnacle Bancorp, Inc.	5,461	28.20	7,072	34.08
Paladin Advisory Group, LLC	3,322	28.00	3,322	34.32
Parkside Financial Bank & Trust	955	28.27	955	34.55
Bank of New Hampshire	745	28.19	745	33.56
AdvisorNet Financial, Inc	741	28.34	741	33.74
City Holding Co	500	28.00	500	34.00
Strategic Asset Management, LLC	440	27.27	440	34.09

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
Alhambra Investment Partners LLC	41,755	74,028	28.22	32,273	34.12	129.38
Money Design Co.,Ltd.	16,372	146,741	28.22	130,369	34.11	12.56
Raymond James Trust N.a.	4,484	11,617	28.23	7,133	34.07	62.86
Upper Left Wealth Management, LLC	184	14,987	28.22	14,803	34.52	1.24

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Innova Wealth Partners	38,789	73,881	28.22	112,670	34.11	-34.43
Private Advisor Group, LLC	6,953	46,252	28.21	53,205	34.11	-13.07
Kohmann Bosshard Financial Services, LLC	2,808	40,382	28.23	43,190	34.11	-6.50
HB Wealth Management, LLC	2,200	7,825	28.24	10,025	34.11	-21.95
Pinnacle Bancorp, Inc.	1,611	5,461	28.20	7,072	34.08	-22.78
Aletheian Wealth Advisors LLC	750	8,330	28.21	9,080	34.14	-8.26
Old Port Advisors	387	10,699	27.67	11,086	34.55	-3.49
Covington Capital Management	369	5,852	28.20	6,221	34.08	-5.93

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 1 New Institutes added position

Name	Shares	PPS
Bridge Advisory, LLC	7,925	27.89

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Cambridge Investment Research Advisors, Inc.	6,513	34.09
Newbridge Financial Services Group, Inc.	68	29.41
Koshinski Asset Management, Inc.	6

Past Week 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	146,741	28.22	130,369	34.11
Alhambra Investment Partners LLC	74,028	28.22	32,273	34.12
Innova Wealth Partners	73,881	28.22	112,670	34.11
Private Advisor Group, LLC	46,252	28.21	53,205	34.11
Raymond James Trust N.a.	11,617	28.23	7,133	34.07
Aletheian Wealth Advisors LLC	8,330	28.21	9,080	34.14
HB Wealth Management, LLC	7,825	28.24	10,025	34.11
Pinnacle Bancorp, Inc.	5,461	28.20	7,072	34.08
Parkside Financial Bank & Trust	955	28.27	955	34.55
Strategic Asset Management, LLC	440	27.27	440	34.09

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Alhambra Investment Partners LLC	41,755	74,028	28.22	32,273	34.12	129.38
Money Design Co.,Ltd.	16,372	146,741	28.22	130,369	34.11	12.56
Raymond James Trust N.a.	4,484	11,617	28.23	7,133	34.07	62.86

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Innova Wealth Partners	38,789	73,881	28.22	112,670	34.11	-34.43
Private Advisor Group, LLC	6,953	46,252	28.21	53,205	34.11	-13.07
HB Wealth Management, LLC	2,200	7,825	28.24	10,025	34.11	-21.95
Pinnacle Bancorp, Inc.	1,611	5,461	28.20	7,072	34.08	-22.78
Aletheian Wealth Advisors LLC	750	8,330	28.21	9,080	34.14	-8.26

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