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 36 101.00 102.33 102.25
Previous Quarter 45 104.00 102.36 102.43

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 0 26 2 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 2 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 1 2 0 0 0
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
IMC-Chicago, LLC 40,008 102.35
Old Mission Capital Llc 22,728 102.34
First Manhattan Co 18,275 102.33
Integrated Advisors Network LLC 14,863 102.33
Envestnet Asset Management Inc 6,494 102.40
Advisor Group Holdings, Inc. 5,217 102.36
Susquehanna International Group, Llp 4,529 102.45
Toth Financial Advisory Corp 4,456 102.33
Susquehanna International Group, Llp 4,400 102.27
Tower Research Capital LLC (TRC) 1,736 102.53
Bartlett & Co. LLC 912 101.97
Money Concepts Capital Corp 669 101.64
Allworth Financial LP 408 88.24
Webster Bank, N. A. 400 87.50
Captrust Financial Advisors 200 100.00
Citigroup Inc 160 100.00
Qube Research & Technologies Ltd 36 111.11
Wells Fargo & Company/mn 2
Fmr Llc 1
Citadel Advisors Llc 0

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
IMC-Chicago, LLC 40,008 102.35
Old Mission Capital Llc 22,728 102.34
First Manhattan Co 18,275 102.33
Integrated Advisors Network LLC 14,863 102.33
Envestnet Asset Management Inc 6,494 102.40
Advisor Group Holdings, Inc. 5,217 102.36
Susquehanna International Group, Llp 4,529 102.45
Toth Financial Advisory Corp 4,456 102.33
Susquehanna International Group, Llp 4,400 102.27
Tower Research Capital LLC (TRC) 1,736 102.53
Bartlett & Co. LLC 912 101.97
Money Concepts Capital Corp 669 101.64
Koshinski Asset Management, Inc. 410 102.44
Allworth Financial LP 408 102.94
Webster Bank, N. A. 400 102.50
Bnp Paribas Arbitrage, Sa 396 131.31
Captrust Financial Advisors 200 100.00
Citigroup Inc 160 100.00
Qube Research & Technologies Ltd 36 111.11
Wells Fargo & Company/mn 2

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Koshinski Asset Management, Inc. 410 102.44
Bnp Paribas Arbitrage, Sa 396 131.31
Cutler Group LP
Orion Portfolio Solutions, LLC
Sofos Investments, Inc.
Redhawk Wealth Advisors, Inc.
Wolverine Trading, Llc
Harbour Investments, Inc.
Eqis Capital Management, Inc.
TCI Wealth Advisors, Inc.
Howard Capital Management Inc.
Barclays Plc
Citadel Advisors Llc
Tradewinds Capital Management, LLC
Newbridge Financial Services Group, Inc.
Huntington National Bank
Geneos Wealth Management Inc.
Snowden Capital Advisors LLC
Retirement Planning Co of New England, Inc.
Spire Wealth Management
Simplex Trading, Llc
Proequities, Inc.
Jpmorgan Chase & Co
Sprott Inc.
Ieq Capital, Llc
Cutler Group LP
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 408 88.24 408 102.94
Webster Bank, N. A. 400 87.50 400 102.50
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Cutler Group LP 0
Wolverine Trading, Llc 0
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

Past Week Analysis

Name Shares PPS
Name Shares PPS
Koshinski Asset Management, Inc. 410 102.44
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 408 88.24 408 102.94
Webster Bank, N. A. 400 87.50 400 102.50
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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