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 141 62.00 63.69 62.78
Previous Quarter 147 63.00 63.69 63.28

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 13 0 6 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 0 4 13 0 6 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
Bank Of America Corp /de/ 856,539 63.69
Morgan Stanley 439,275 63.69
LPL Financial LLC 281,611 63.69
Raymond James Financial Services Advisors, Inc. 228,164 63.69
Raymond James & Associates 227,736 63.69
Advisor Group Holdings, Inc. 139,087 63.69
UBS Group AG 135,358 63.69
Eqis Capital Management, Inc. 104,497 63.69
Ameriprise Financial Inc 101,639 63.65
Joseph P. Lucia & Associates, LLC 97,788 63.69
Cetera Advisor Networks LLC 96,365 63.68
Financial Management Concepts Corp /adv 96,038 64.34
Wells Fargo & Company/mn 85,565 63.69
Cambridge Investment Research Advisors, Inc. 83,787 53.18
Prudential Financial Inc 80,968 63.69
Mml Investors Services, Llc 78,145 63.69
Bellecapital International Ltd. 77,240 63.68
Allen Capital Group, LLC 67,505 63.68
SignalPoint Asset Management, LLC 52,773 63.69
Treasure Coast Financial Planning 47,602 63.69

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
Bank Of America Corp /de/ 856,539 63.69
Morgan Stanley 439,275 63.69
LPL Financial LLC 281,611 63.69
Raymond James Financial Services Advisors, Inc. 228,164 63.69
Raymond James & Associates 227,736 63.69
Advisor Group Holdings, Inc. 139,087 63.69
UBS Group AG 135,358 63.69
Eqis Capital Management, Inc. 104,497 63.69
Ameriprise Financial Inc 101,639 63.65
Joseph P. Lucia & Associates, LLC 97,788 63.69
Cetera Advisor Networks LLC 96,365 63.68
Financial Management Concepts Corp /adv 96,038 64.34
Wells Fargo & Company/mn 85,565 63.69
Prudential Financial Inc 80,968 63.69
Cambridge Investment Research Advisors, Inc. 80,749 63.69
Mml Investors Services, Llc 78,145 63.69
Bellecapital International Ltd. 77,240 63.68
Allen Capital Group, LLC 67,505 63.68
Green Harvest Asset Management LLC 54,761 61.38
SignalPoint Asset Management, LLC 52,773 63.69

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Green Harvest Asset Management LLC 54,761 61.38
Minichmacgregor Wealth Management, Llc 13,383 63.66
Stewardship Advisors, LLC 10,806 63.67
First Heartland Consultants, Inc. 3,448 63.52
Koshinski Asset Management, Inc. 1,129 63.77
IFP Advisors, Inc 607 64.25
Little House Capital Llc
Eaton Vance Management
Arkadios Wealth Advisors
Moisand Fitzgerald Tamayo, LLC
Mutual Advisors, LLC
Financial Consulate, Inc
Flow Traders U.s. Llc
Proequities, Inc.
Good Life Advisors, LLC
Citigroup Inc
Advisors Preferred, LLC
Kore Private Wealth LLC
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Phoenix Holdings Ltd.
United Capital Financial Advisers, Llc
Old Mission Capital Llc
Flagship Harbor Advisors, Llc
Jpmorgan Chase & Co
Financial Services Advisory Inc
Advisory Services Network, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 83,787 53.18 80,749 63.69
FRG Family Wealth Advisors LLC 42,110 53.17 42,320 63.68
ForthRight Wealth Management, LLC 38,608 53.18 33,611 63.70
Private Advisor Group, LLC 16,810 53.18 9,844 63.69
Friedenthal Financial 10,994 53.21 11,117 63.69
Pinnacle Private Wealth, LLC 10,369 53.14 10,369 63.65
Arkansas Financial Group, Inc. 5,262 53.21 4,933 63.65
Raymond James Trust N.a. 3,855 53.18 3,215 63.76
Global Retirement Partners, LLC 1,163 53.31 490 57.14
Sargent Bickham Lagudis LLC 1,161 53.40 1,161 63.74
Newbridge Financial Services Group, Inc. 587 52.81 587 63.03
Gradient Investments LLC 579 53.54 814 63.88
CVA Family Office, LLC 150 53.33 150 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 6,966 16,810 53.18 9,844 63.69 70.76
ForthRight Wealth Management, LLC 4,997 38,608 53.18 33,611 63.70 14.87
Cambridge Investment Research Advisors, Inc. 3,038 83,787 53.18 80,749 63.69 3.76
Global Retirement Partners, LLC 673 1,163 53.31 490 57.14 137.35
Raymond James Trust N.a. 640 3,855 53.18 3,215 63.76 19.91
Arkansas Financial Group, Inc. 329 5,262 53.21 4,933 63.65 6.67
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 235 579 53.54 814 63.88 -28.87
FRG Family Wealth Advisors LLC 210 42,110 53.17 42,320 63.68 -0.50
Friedenthal Financial 123 10,994 53.21 11,117 63.69 -1.11
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
Name Shares PPS
Koshinski Asset Management, Inc. 1,129 63.77
Minichmacgregor Wealth Management, Llc 13,383 63.66
First Heartland Consultants, Inc. 3,448 63.52
Stewardship Advisors, LLC 10,806 63.67
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 83,787 53.18 80,749 63.69
FRG Family Wealth Advisors LLC 42,110 53.17 42,320 63.68
ForthRight Wealth Management, LLC 38,608 53.18 33,611 63.70
Private Advisor Group, LLC 16,810 53.18 9,844 63.69
Friedenthal Financial 10,994 53.21 11,117 63.69
Pinnacle Private Wealth, LLC 10,369 53.14 10,369 63.65
Arkansas Financial Group, Inc. 5,262 53.21 4,933 63.65
Raymond James Trust N.a. 3,855 53.18 3,215 63.76
Global Retirement Partners, LLC 1,163 53.31 490 57.14
Sargent Bickham Lagudis LLC 1,161 53.40 1,161 63.74
Newbridge Financial Services Group, Inc. 587 52.81 587 63.03
Gradient Investments LLC 579 53.54 814 63.88
CVA Family Office, LLC 150 53.33 150 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 6,966 16,810 53.18 9,844 63.69 70.76
ForthRight Wealth Management, LLC 4,997 38,608 53.18 33,611 63.70 14.87
Cambridge Investment Research Advisors, Inc. 3,038 83,787 53.18 80,749 63.69 3.76
Global Retirement Partners, LLC 673 1,163 53.31 490 57.14 137.35
Raymond James Trust N.a. 640 3,855 53.18 3,215 63.76 19.91
Arkansas Financial Group, Inc. 329 5,262 53.21 4,933 63.65 6.67
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Gradient Investments LLC 235 579 53.54 814 63.88 -28.87
FRG Family Wealth Advisors LLC 210 42,110 53.17 42,320 63.68 -0.50
Friedenthal Financial 123 10,994 53.21 11,117 63.69 -1.11
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