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	110	118.00	120.93	117.98
Previous Quarter	118	118.00	120.94	118.94

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	27	8	0	3	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	3	1	7	0	3	2
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
Morgan Stanley	215,995	120.94
Flaharty Asset Management, LLC	139,010	114.24
LPL Financial LLC	79,936	120.93
Atria Wealth Solutions, Inc.	73,935	120.94
Milestone Advisory Partners	65,440	120.94
AE Wealth Management LLC	63,656	120.95
Riggs Asset Managment Co. Inc.	53,001	120.94
Cambridge Investment Research Advisors, Inc.	51,349	114.24
Commonwealth Equity Services, Llc	42,494	120.93
Advisor Group Holdings, Inc.	41,151	131.08
Worth Asset Management, LLC	35,622	114.20
Royal Bank Of Canada	32,114	120.91
Wealthcare Advisory Partners LLC	28,990	120.94
Verity Asset Management, Inc.	25,623
Liberty One Investment Management, Llc	22,954	120.94
Stelac Advisory Services LLC	22,015	120.92
First Heartland Consultants, Inc.	21,200	114.20
Raymond James Financial Services Advisors, Inc.	19,935	120.94
Bank Of America Corp /de/	19,589	120.88
Capital Analysts, Inc.	18,888	0.11

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
Morgan Stanley	215,995	120.94
LPL Financial LLC	79,936	120.93
Atria Wealth Solutions, Inc.	73,935	120.94
Milestone Advisory Partners	65,440	120.94
AE Wealth Management LLC	63,656	120.95
Riggs Asset Managment Co. Inc.	53,001	120.94
Cambridge Investment Research Advisors, Inc.	49,839	120.95
Commonwealth Equity Services, Llc	42,494	120.93
Advisor Group Holdings, Inc.	41,151	131.08
Worth Asset Management, LLC	39,545	116.20
Royal Bank Of Canada	32,114	120.91
Wealthcare Advisory Partners LLC	28,990	120.94
Verity Asset Management, Inc.	25,623
Liberty One Investment Management, Llc	22,954	120.94
Stelac Advisory Services LLC	22,015	120.92
Raymond James Financial Services Advisors, Inc.	19,935	120.94
Bank Of America Corp /de/	19,589	120.88
Capital Analysts, Inc.	18,888	0.11
Eqis Capital Management, Inc.	18,828	120.94
Friedenthal Financial	17,768	120.95

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Flaharty Asset Management, LLC	139,010	114.24
Brookstone Capital Management	14,959	113.11
Calton & Associates, Inc.	4,837	114.12

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Green Harvest Asset Management LLC	8,635	100.41
Trinity Legacy Partners, LLC	2,869	120.95
Carroll Financial Associates, Inc.	1,595	111.60
Heritage Wealth Management, Llc	132	106.06
JD Financial Services Inc.
Barclays Plc
Advisory Services Network, LLC
Lion Street Advisors, LLC
Emerald Investment Partners, Llc
Citigroup Inc
Providence Capital Advisors, LLC
TFAFX - Tactical Growth Allocation Fund Class I
Synergy Financial Management, LLC
Arkadios Wealth Advisors
IMC-Chicago, LLC
Ausdal Financial Partners, Inc.
Cowa, Llc
Allworth Financial LP
Win Advisors, Inc
Sofos Investments, Inc.
Northwestern Mutual Wealth Management Co
Citadel Advisors Llc
Western Wealth Management, LLC
TFAMX - Tactical Moderate Allocation Fund Class A
Proequities, Inc.
Signet Financial Management, Llc
Wagner Wealth Management, Llc

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	51,349	114.24	49,839	120.95
Worth Asset Management, LLC	35,622	114.20	39,545	116.20
First Heartland Consultants, Inc.	21,200	114.20	2,332	120.93
Friedenthal Financial	17,497	114.25	17,768	120.95
Advisory Alpha, LLC	4,751	114.29	4,320	121.06
Private Advisor Group, LLC	3,924	114.17	4,014	120.83
SOA Wealth Advisors, LLC.	265	113.21	265	120.75
Global Retirement Partners, LLC	224	116.07	224	120.54

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
First Heartland Consultants, Inc.	18,868	21,200	114.20	2,332	120.93	809.09
Cambridge Investment Research Advisors, Inc.	1,510	51,349	114.24	49,839	120.95	3.03
Advisory Alpha, LLC	431	4,751	114.29	4,320	121.06	9.98

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Worth Asset Management, LLC	3,923	35,622	114.20	39,545	116.20	-9.92
Friedenthal Financial	271	17,497	114.25	17,768	120.95	-1.53
Private Advisor Group, LLC	90	3,924	114.17	4,014	120.83	-2.24

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
Flaharty Asset Management, LLC	139,010	114.24
Brookstone Capital Management	14,959	113.11
Calton & Associates, Inc.	4,837	114.12

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Trinity Legacy Partners, LLC	2,869	120.95

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	51,349	114.24	49,839	120.95
First Heartland Consultants, Inc.	21,200	114.20	2,332	120.93
Friedenthal Financial	17,497	114.25	17,768	120.95
Advisory Alpha, LLC	4,751	114.29	4,320	121.06
Private Advisor Group, LLC	3,924	114.17	4,014	120.83
SOA Wealth Advisors, LLC.	265	113.21	265	120.75
Global Retirement Partners, LLC	224	116.07	224	120.54

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
First Heartland Consultants, Inc.	18,868	21,200	114.20	2,332	120.93	809.09
Cambridge Investment Research Advisors, Inc.	1,510	51,349	114.24	49,839	120.95	3.03
Advisory Alpha, LLC	431	4,751	114.29	4,320	121.06	9.98

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Friedenthal Financial	271	17,497	114.25	17,768	120.95	-1.53
Private Advisor Group, LLC	90	3,924	114.17	4,014	120.83	-2.24

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