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	212	297.00	306.42	287.04
Previous Quarter	219	302.00	306.43	289.37

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	39	19	0	7	5
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	1	16	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	1,350	0.00	0.00	0	0.00	0.00
Previous Quarter	1,350	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
HighTower Advisors, LLC	219,495	306.80
Morgan Stanley	80,004	306.43
J.w. Cole Advisors, Inc.	64,743	0.40
Bank Of America Corp /de/	59,124	306.44
LPL Financial LLC	55,203	306.43
Royal Bank Of Canada	49,195	306.45
Peak Financial Management, Inc.	35,906	306.44
MAI Capital Management	35,144	306.42
Advisor Group Holdings, Inc.	35,138	306.70
Rainey & Randall Investment Management Inc.	32,718	306.44
Jpmorgan Chase & Co	32,002	306.45
Stelac Advisory Services LLC	30,610	306.44
Commonwealth Equity Services, Llc	28,968	306.44
Ameriprise Financial Inc	28,256	303.94
BerganKDV Wealth Management, LLC	24,100	267.88
Eqis Capital Management, Inc.	24,052	306.42
Prudential Financial Inc	22,291	306.45
Raymond James Financial Services Advisors, Inc.	20,850	306.43
Wells Fargo & Company/mn	19,981	306.44
Leo H. Evart, Inc.	16,518	306.45

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
HighTower Advisors, LLC	219,495	306.80
Morgan Stanley	80,004	306.43
J.w. Cole Advisors, Inc.	64,743	0.40
Bank Of America Corp /de/	59,124	306.44
LPL Financial LLC	55,203	306.43
Royal Bank Of Canada	49,195	306.45
Peak Financial Management, Inc.	35,906	306.44
MAI Capital Management	35,144	306.42
Advisor Group Holdings, Inc.	35,138	306.70
Rainey & Randall Investment Management Inc.	32,718	306.44
Jpmorgan Chase & Co	32,002	306.45
Stelac Advisory Services LLC	30,610	306.44
Commonwealth Equity Services, Llc	28,968	306.44
Ameriprise Financial Inc	28,256	303.94
Eqis Capital Management, Inc.	24,052	306.42
BerganKDV Wealth Management, LLC	23,481	306.42
Prudential Financial Inc	22,291	306.45
Raymond James Financial Services Advisors, Inc.	20,850	306.43
Wells Fargo & Company/mn	19,981	306.44
Leo H. Evart, Inc.	16,518	306.45

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Cooper Financial Group	1,821	267.98
ACG Wealth	42	261.90

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
Green Harvest Asset Management LLC	8,939	298.24
IFP Advisors, Inc	1,425	318.60
Hochman Cole Investment Advisors, Inc.	944	298.73
Zhang Financial LLC	690	305.80
Parallel Advisors, LLC	19	315.79
GoalVest Advisory LLC	2	500.00
Brookstone Capital Management
Claudia M.p. Batlle, Crp (r) Llc
HighMark Wealth Management LLC
Stony Point Wealth Management Inc.
Financial Services Advisory Inc
Baltimore-Washington Financial Advisors, Inc.
Bruderman Asset Management, LLC
Mather Group, Llc.
IronBridge Private Wealth, LLC
StoneX Group Inc.
CoreCap Advisors, LLC
United Capital Financial Advisers, Llc
Vigilant Capital Management, LLC
Hayden Royal, Llc
Citigroup Inc
Proequities, Inc.
IMC-Chicago, LLC
Jacobi Capital Management LLC
Huntington National Bank
Beacon Harbor Wealth Advisors, Inc.
Kestra Advisory Services, LLC
Eaton Vance Management
Phoenix Wealth Advisors
Stephens Inc /ar/
Ambassador Advisors, LLC
Moisand Fitzgerald Tamayo, LLC
Walled Lake Planning & Wealth Management, Llc
Benjamin F. Edwards & Company, Inc.
Arkadios Wealth Advisors
Elmwood Wealth Management, Inc.
Portfolio Strategies, Inc.
Mml Investors Services, Llc
Econ Financial Services Corp

Recent Quarter 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BerganKDV Wealth Management, LLC	24,100	267.88	23,481	306.42
McAdam, LLC	13,063	267.86	14,250	306.46
Cambridge Investment Research Advisors, Inc.	9,791	267.90	3,059	306.31
Friedenthal Financial	8,698	267.88	8,402	306.47
Private Advisor Group, LLC	7,484	267.90	6,896	306.41
Pinnacle Private Wealth, LLC	4,040	267.82	4,056	306.46
Wiley Bros.-aintree Capital, Llc	3,324	267.75	3,373	306.55
First Heartland Consultants, Inc.	2,666	267.82	2,608	306.37
Legacy Private Trust Co.	1,977	268.08	1,958	306.44
Koshinski Asset Management, Inc.	1,763		1,763	306.30
Sargent Bickham Lagudis LLC	844	267.77	844	305.69
Parkside Financial Bank & Trust	493	267.75	493	306.29
SOA Wealth Advisors, LLC.	492	266.26	382	306.28
AdvisorNet Financial, Inc	366	267.76	370	305.41
Valley National Advisers Inc	302	274.83	302	307.95
Tompkins Financial Corp	150	266.67	150	306.67
Affiance Financial, LLC	89	269.66	89	303.37
Gradient Investments LLC	50	260.00	51	313.73
Danda Trouve Investment Management, Inc.	26	269.23	26	307.69

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	6,732	9,791	267.90	3,059	306.31	220.07
BerganKDV Wealth Management, LLC	619	24,100	267.88	23,481	306.42	2.64
Private Advisor Group, LLC	588	7,484	267.90	6,896	306.41	8.53
Friedenthal Financial	296	8,698	267.88	8,402	306.47	3.52
SOA Wealth Advisors, LLC.	110	492	266.26	382	306.28	28.80
First Heartland Consultants, Inc.	58	2,666	267.82	2,608	306.37	2.22
Legacy Private Trust Co.	19	1,977	268.08	1,958	306.44	0.97

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
McAdam, LLC	1,187	13,063	267.86	14,250	306.46	-8.33
Wiley Bros.-aintree Capital, Llc	49	3,324	267.75	3,373	306.55	-1.45
Pinnacle Private Wealth, LLC	16	4,040	267.82	4,056	306.46	-0.39
AdvisorNet Financial, Inc	4	366	267.76	370	305.41	-1.08
Gradient Investments LLC	1	50	260.00	51	313.73	-1.96

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 2 New Institutes added position

Name	Shares	PPS
Cooper Financial Group	1,821	267.98
ACG Wealth	42	261.90

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Zhang Financial LLC	690	305.80

Past Week 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BerganKDV Wealth Management, LLC	24,100	267.88	23,481	306.42
McAdam, LLC	13,063	267.86	14,250	306.46
Cambridge Investment Research Advisors, Inc.	9,791	267.90	3,059	306.31
Friedenthal Financial	8,698	267.88	8,402	306.47
Private Advisor Group, LLC	7,484	267.90	6,896	306.41
Pinnacle Private Wealth, LLC	4,040	267.82	4,056	306.46
First Heartland Consultants, Inc.	2,666	267.82	2,608	306.37
Koshinski Asset Management, Inc.	1,763		1,763	306.30
Sargent Bickham Lagudis LLC	844	267.77	844	305.69
Parkside Financial Bank & Trust	493	267.75	493	306.29
SOA Wealth Advisors, LLC.	492	266.26	382	306.28
Valley National Advisers Inc	302	274.83	302	307.95
Tompkins Financial Corp	150	266.67	150	306.67
Affiance Financial, LLC	89	269.66	89	303.37
Gradient Investments LLC	50	260.00	51	313.73
Danda Trouve Investment Management, Inc.	26	269.23	26	307.69

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	6,732	9,791	267.90	3,059	306.31	220.07
BerganKDV Wealth Management, LLC	619	24,100	267.88	23,481	306.42	2.64
Private Advisor Group, LLC	588	7,484	267.90	6,896	306.41	8.53
Friedenthal Financial	296	8,698	267.88	8,402	306.47	3.52
SOA Wealth Advisors, LLC.	110	492	266.26	382	306.28	28.80
First Heartland Consultants, Inc.	58	2,666	267.82	2,608	306.37	2.22

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
McAdam, LLC	1,187	13,063	267.86	14,250	306.46	-8.33
Pinnacle Private Wealth, LLC	16	4,040	267.82	4,056	306.46	-0.39
Gradient Investments LLC	1	50	260.00	51	313.73	-1.96

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