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	332	1367.00	289.13	354.38
Previous Quarter	345	1357.00	289.14	358.21

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	3	71	25	3	9	9
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	3	4	22	2	7	8
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/	404,230	289.14
Wells Fargo & Company/mn	204,685	289.14
UBS Group AG	166,875	289.14
Jpmorgan Chase & Co	163,309	289.14
Morgan Stanley	162,413	289.14
Goldman Sachs Group Inc	160,194	289.14
Bouchey Financial Group Ltd	147,638	289.14
Envestnet Asset Management Inc	97,372	289.14
LPL Financial LLC	93,211	289.14
Prudential Financial Inc	75,172	289.15
Advisor Group Holdings, Inc.	71,262	287.24
Astor Investment Management LLC	66,908	289.13
Baltimore-Washington Financial Advisors, Inc.	65,200	270.46
Richard Bernstein Advisors LLC	62,999	289.13
Royal Bank Of Canada	62,582	289.14
Raymond James & Associates	53,862	289.09
Eqis Capital Management, Inc.	49,685	289.14
Ameriprise Financial Inc	44,609	289.16
Destination Wealth Management	43,502	289.14
ASTIX - Astor Dynamic Allocation Fund Class I shares	37,418	294.06

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/	404,230	289.14
Wells Fargo & Company/mn	204,685	289.14
UBS Group AG	166,875	289.14
Jpmorgan Chase & Co	163,309	289.14
Morgan Stanley	162,413	289.14
Goldman Sachs Group Inc	160,194	289.14
Bouchey Financial Group Ltd	147,638	289.14
Envestnet Asset Management Inc	97,372	289.14
LPL Financial LLC	93,211	289.14
Prudential Financial Inc	75,172	289.15
Advisor Group Holdings, Inc.	71,262	287.24
Astor Investment Management LLC	66,908	289.13
Baltimore-Washington Financial Advisors, Inc.	65,200	270.46
Richard Bernstein Advisors LLC	62,999	289.13
Royal Bank Of Canada	62,582	289.14
Raymond James & Associates	53,862	289.09
Eqis Capital Management, Inc.	49,685	289.14
Ameriprise Financial Inc	44,609	289.16
Destination Wealth Management	43,502	289.14
ASTIX - Astor Dynamic Allocation Fund Class I shares	37,418	294.06

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Retirement Planning Group	6,064	236.31
HBW Advisory Services LLC	1,059	236.07
ACG Wealth	47	234.04

Recent Quarter 71 Institutes closed out their positions

Name	Shares	PPS
Centennial Wealth Advisory LLC	12,103	289.10
Green Harvest Asset Management LLC	4,416	288.27
IFP Advisors, Inc	2,582	324.17
Homrich & Berg	2,476	288.37
Mid Atlantic Financial Management Inc/adv	949	288.72
Youngs Advisory Group, Inc.	795	289.31
Perfromance Wealth Partners, LLC	710	288.73
Sonora Investment Management, LLC	655	288.55
CVA Family Office, LLC	100	290.00
Parallel Advisors, LLC	25	280.00
FourThought Financial, LLC
CoreCap Advisors, LLC
First Foundation Advisors
King Luther Capital Management Corp
Trinity Legacy Partners, LLC
Flagship Private Wealth, LLC
Brendel Financial Advisors LLC
Venture Visionary Partners LLC
Allworth Financial LP
Penserra Capital Management LLC
Harel Insurance Investments & Financial Services Ltd.
Vestmark Advisory Solutions, Inc.
Tower Research Capital LLC (TRC)
GWM Advisors LLC
Osborne Partners Capital Management, Llc
Wedbush Securities Inc
Arkadios Wealth Advisors
Hayden Royal, Llc
Moisand Fitzgerald Tamayo, LLC
Montag A & Associates Inc
FDx Advisors, Inc.
Jaffetilchin Investment Partners, LLC
Regions Financial Corp
Kings Point Capital Management
Walled Lake Planning & Wealth Management, Llc
Carroll Financial Associates, Inc.
Mystic Asset Management, Inc.
Ciovacco Capital Management LLC
Interchange Capital Partners, LLC
Old Mission Capital Llc
NewEdge Wealth, LLC
Huntington National Bank
Quadrant Capital Group Llc
Renaissance Technologies Llc
Lowe Wealth Advisors, LLC
Motco
Eaton Vance Management
Flow Traders U.s. Llc
Kalos Management, Inc.
SkyView Investment Advisors, LLC
Center For Asset Management LLC
Lindbrook Capital, Llc
Peddock Capital Advisors, Llc
Stringer Asset Management, Llc
NorthCrest Asset Manangement, LLC
Mainstay Capital Management Llc /adv
ExodusPoint Capital Management, LP
Stack Financial Management, Inc
Covington Capital Management
Fifth Third Securities, Inc.
Triangle Securities Wealth Management
Sonora Investment Management Group, LLC
Oxford Financial Group Ltd
Qube Research & Technologies Ltd
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
First Horizon Advisors, Inc.
Cerro Pacific Wealth Advisors LLC
Purus Wealth Management, LLC
Reilly Financial Advisors, Llc
Mather Group, Llc.
Nwam Llc

Recent Quarter 25 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	29,791	236.31	19,004	289.15
FRG Family Wealth Advisors LLC	26,176	236.32	26,546	289.16
Koshinski Asset Management, Inc.	19,086	0.26	19,634	289.14
Neville Rodie & Shaw Inc	12,891	236.37	13,006	287.79
ASPGX - Astor Sector Allocation Fund Class A Shares	11,796	258.99	11,090	294.05
Sargent Bickham Lagudis LLC	11,393	236.37	11,804	289.14
Private Advisor Group, LLC	8,900	236.29	14,136	289.12
Capital Market Strategies LLC	8,616	236.30	8,616	289.11
Kennicott Capital Management Llc	8,564	236.34	8,562	289.18
Pinnacle Private Wealth, LLC	7,840	236.35	7,740	289.15
Valley National Advisers Inc	5,145	244.70	5,145	289.21
McGuire Investment Group, LLC	4,867	236.29	4,868	289.03
Friedenthal Financial	4,788	236.42	4,538	289.11
Raymond James Trust N.a.	3,719	236.35	3,719	289.06
Advisory Alpha, LLC	3,366	236.48	3,003	289.38
HB Wealth Management, LLC	1,806	236.43	1,880	289.36
First Heartland Consultants, Inc.	1,211	236.17	1,240	288.71
Zhang Financial LLC	1,068	235.96	1,068	289.33
Ritholtz Wealth Management	903	235.88	903	289.04
Global Retirement Partners, LLC	171	239.77	171	245.61

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	2,368	290.12	2,172	289.13
Koss-Olinger Consulting, LLC	1,668	236.21	0
Newbridge Financial Services Group, Inc.	4	250.00	5	200.00

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	10,787	29,791	236.31	19,004	289.15	56.76
Koss-Olinger Consulting, LLC	1,668	1,668	236.21	0		0.00
ASPGX - Astor Sector Allocation Fund Class A Shares	706	11,796	258.99	11,090	294.05	6.37
Advisory Alpha, LLC	363	3,366	236.48	3,003	289.38	12.09
Friedenthal Financial	250	4,788	236.42	4,538	289.11	5.51
Carnegie Capital Asset Management, LLC	196	2,368	290.12	2,172	289.13	9.02
Pinnacle Private Wealth, LLC	100	7,840	236.35	7,740	289.15	1.29
Kennicott Capital Management Llc	2	8,564	236.34	8,562	289.18	0.02
Sugarloaf Wealth Management, LLC	1	26	230.77	25	280.00	4.00

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	5,236	8,900	236.29	14,136	289.12	-37.04
Koshinski Asset Management, Inc.	548	19,086	0.26	19,634	289.14	-2.79
Sargent Bickham Lagudis LLC	411	11,393	236.37	11,804	289.14	-3.48
FRG Family Wealth Advisors LLC	370	26,176	236.32	26,546	289.16	-1.39
Neville Rodie & Shaw Inc	115	12,891	236.37	13,006	287.79	-0.88
HB Wealth Management, LLC	74	1,806	236.43	1,880	289.36	-3.94
First Heartland Consultants, Inc.	29	1,211	236.17	1,240	288.71	-2.34
McGuire Investment Group, LLC	1	4,867	236.29	4,868	289.03	-0.02
Newbridge Financial Services Group, Inc.	1	4	250.00	5	200.00	-20.00

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 3 New Institutes added position

Name	Shares	PPS
Retirement Planning Group	6,064	236.31
HBW Advisory Services LLC	1,059	236.07
ACG Wealth	47	234.04

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Youngs Advisory Group, Inc.	795	289.31
CVA Family Office, LLC	100	290.00
Perfromance Wealth Partners, LLC	710	288.73
Centennial Wealth Advisory LLC	12,103	289.10

Past Week 22 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	29,791	236.31	19,004	289.15
FRG Family Wealth Advisors LLC	26,176	236.32	26,546	289.16
Koshinski Asset Management, Inc.	19,086	0.26	19,634	289.14
Sargent Bickham Lagudis LLC	11,393	236.37	11,804	289.14
Private Advisor Group, LLC	8,900	236.29	14,136	289.12
Capital Market Strategies LLC	8,616	236.30	8,616	289.11
Kennicott Capital Management Llc	8,564	236.34	8,562	289.18
Pinnacle Private Wealth, LLC	7,840	236.35	7,740	289.15
Valley National Advisers Inc	5,145	244.70	5,145	289.21
McGuire Investment Group, LLC	4,867	236.29	4,868	289.03
Friedenthal Financial	4,788	236.42	4,538	289.11
Raymond James Trust N.a.	3,719	236.35	3,719	289.06
Advisory Alpha, LLC	3,366	236.48	3,003	289.38
HB Wealth Management, LLC	1,806	236.43	1,880	289.36
First Heartland Consultants, Inc.	1,211	236.17	1,240	288.71
Zhang Financial LLC	1,068	235.96	1,068	289.33
Ritholtz Wealth Management	903	235.88	903	289.04
Global Retirement Partners, LLC	171	239.77	171	245.61
Activest Wealth Management	168	238.10	168	291.67
Affiance Financial, LLC	125	240.00	125	288.00
Optimum Investment Advisors	60	233.33	60	283.33
Sugarloaf Wealth Management, LLC	26	230.77	25	280.00

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	2,368	290.12	2,172	289.13
Newbridge Financial Services Group, Inc.	4	250.00	5	200.00

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	10,787	29,791	236.31	19,004	289.15	56.76
Advisory Alpha, LLC	363	3,366	236.48	3,003	289.38	12.09
Friedenthal Financial	250	4,788	236.42	4,538	289.11	5.51
Carnegie Capital Asset Management, LLC	196	2,368	290.12	2,172	289.13	9.02
Pinnacle Private Wealth, LLC	100	7,840	236.35	7,740	289.15	1.29
Kennicott Capital Management Llc	2	8,564	236.34	8,562	289.18	0.02
Sugarloaf Wealth Management, LLC	1	26	230.77	25	280.00	4.00

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	5,236	8,900	236.29	14,136	289.12	-37.04
Koshinski Asset Management, Inc.	548	19,086	0.26	19,634	289.14	-2.79
Sargent Bickham Lagudis LLC	411	11,393	236.37	11,804	289.14	-3.48
FRG Family Wealth Advisors LLC	370	26,176	236.32	26,546	289.16	-1.39
HB Wealth Management, LLC	74	1,806	236.43	1,880	289.36	-3.94
First Heartland Consultants, Inc.	29	1,211	236.17	1,240	288.71	-2.34
McGuire Investment Group, LLC	1	4,867	236.29	4,868	289.03	-0.02
Newbridge Financial Services Group, Inc.	1	4	250.00	5	200.00	-20.00

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