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 140 66.00 67.34 66.61
Previous Quarter 142 66.00 67.35 66.80

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 22 8 1 4 3
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 3 7 0 2 3
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
UBS Group AG 862,120 67.35
Bank Of America Corp /de/ 599,853 67.35
Ameriprise Financial Inc 231,115 67.35
Morgan Stanley 210,438 67.35
Commonwealth Equity Services, Llc 201,412 67.35
Mason & Associates Inc 186,154 67.35
Beacon Harbor Wealth Advisors, Inc. 158,593 67.35
LPL Financial LLC 138,372 67.35
Raymond James Financial Services Advisors, Inc. 136,256 67.35
Wells Fargo & Company/mn 119,558 67.35
AE Wealth Management LLC 112,155 67.35
J.w. Cole Advisors, Inc. 101,025 0.02
Advisor Group Holdings, Inc. 86,103 121.76
HighTower Advisors, LLC 74,633 67.29
McAlister, Sweet & Associates, Inc. 63,776 61.50
Stifel Financial Corp 63,417 67.35
Oarsman Capital, Inc. 57,648 67.36
Royal Bank Of Canada 49,674 67.34
Emerald Investment Partners, Llc 49,403 67.34
CMC Financial Group 47,076 70.65

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
UBS Group AG 862,120 67.35
Bank Of America Corp /de/ 599,853 67.35
Ameriprise Financial Inc 231,115 67.35
Morgan Stanley 210,438 67.35
Commonwealth Equity Services, Llc 201,412 67.35
Mason & Associates Inc 186,154 67.35
Beacon Harbor Wealth Advisors, Inc. 158,593 67.35
LPL Financial LLC 138,372 67.35
Raymond James Financial Services Advisors, Inc. 136,256 67.35
First Heartland Consultants, Inc. 132,304 67.34
Wells Fargo & Company/mn 119,558 67.35
AE Wealth Management LLC 112,155 67.35
J.w. Cole Advisors, Inc. 101,025 0.02
Advisor Group Holdings, Inc. 86,103 121.76
HighTower Advisors, LLC 74,633 67.29
Stifel Financial Corp 63,417 67.35
Oarsman Capital, Inc. 57,648 67.36
Cambridge Investment Research Advisors, Inc. 56,594 67.36
Royal Bank Of Canada 49,674 67.34
Emerald Investment Partners, Llc 49,403 67.34

 

Recent Quarter Analysis

Name Shares PPS
SFG Wealth Management, LLC. 8,093 61.53
Flaharty Asset Management, LLC 3,273 61.41
Name Shares PPS
First Heartland Consultants, Inc. 132,304 67.34
Green Harvest Asset Management LLC 11,894 45.15
Calton & Associates, Inc. 4,203 67.33
Koshinski Asset Management, Inc. 1,122 67.74
IFP Advisors, Inc 25 40.00
Vestmark Advisory Solutions, Inc.
Tower Research Capital LLC (TRC)
Arkadios Wealth Advisors
Ibex Wealth Advisors
Econ Financial Services Corp
Proequities, Inc.
Old Mission Capital Llc
Courage Miller Partners, LLC
Marshall Wace, Llp
Sofos Investments, Inc.
Henrickson Nauta Wealth Advisors, Inc.
Barclays Plc
CoreCap Advisors, LLC
Pring Turner Capital Group Inc
Pnc Financial Services Group, Inc.
Us Bancorp \de\
Tatro Capital, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
TKG Advisors, LLC 29,419 61.49 34,424 67.34
Worth Asset Management, LLC 26,185 61.45 2,138 67.82
Private Advisor Group, LLC 20,024 61.53 12,391 67.39
Cambridge Investment Research Advisors, Inc. 17,319 61.49 56,594 67.36
Friedenthal Financial 8,605 61.48 11,337 67.39
Tompkins Financial Corp 1,800 61.67 1,800 67.22
Global Retirement Partners, LLC 1,492 61.66 1,289 72.92
West Bancorporation Inc 165 60.61 165 66.67
Name Current Shares Current PPS Previous Shares Previous PPS
McAlister, Sweet & Associates, Inc. 63,776 61.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
McAlister, Sweet & Associates, Inc. 63,776 63,776 61.50 0 0.00
Worth Asset Management, LLC 24,047 26,185 61.45 2,138 67.82 1124.74
Private Advisor Group, LLC 7,633 20,024 61.53 12,391 67.39 61.60
Global Retirement Partners, LLC 203 1,492 61.66 1,289 72.92 15.75
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 39,275 17,319 61.49 56,594 67.36 -69.40
TKG Advisors, LLC 5,005 29,419 61.49 34,424 67.34 -14.54
Friedenthal Financial 2,732 8,605 61.48 11,337 67.39 -24.10
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
SFG Wealth Management, LLC. 8,093 61.53
Flaharty Asset Management, LLC 3,273 61.41
Name Shares PPS
Calton & Associates, Inc. 4,203 67.33
First Heartland Consultants, Inc. 132,304 67.34
Koshinski Asset Management, Inc. 1,122 67.74
Name Current Shares Current PPS Previous Shares Previous PPS
TKG Advisors, LLC 29,419 61.49 34,424 67.34
Private Advisor Group, LLC 20,024 61.53 12,391 67.39
Cambridge Investment Research Advisors, Inc. 17,319 61.49 56,594 67.36
Friedenthal Financial 8,605 61.48 11,337 67.39
Tompkins Financial Corp 1,800 61.67 1,800 67.22
Global Retirement Partners, LLC 1,492 61.66 1,289 72.92
West Bancorporation Inc 165 60.61 165 66.67
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 7,633 20,024 61.53 12,391 67.39 61.60
Global Retirement Partners, LLC 203 1,492 61.66 1,289 72.92 15.75
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 39,275 17,319 61.49 56,594 67.36 -69.40
TKG Advisors, LLC 5,005 29,419 61.49 34,424 67.34 -14.54
Friedenthal Financial 2,732 8,605 61.48 11,337 67.39 -24.10
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