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 87 94.00 96.72 93.69
Previous Quarter 98 95.00 96.73 96.29

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 1 29 7 0 6 1
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 1 0 6 0 5 1
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
Systematic Alpha Investments, LLC 306,488 96.74
Mjp Associates Inc /adv 247,455 83.09
Arete Wealth Advisors, LLC 203,945 96.74
Armbruster Capital Management, Inc. 93,126 96.74
LPL Financial LLC 79,313 96.74
Royal Bank Of Canada 77,731 96.74
AllSquare Wealth Management LLC 76,374 96.73
Wells Fargo & Company/mn 65,601 96.74
First Heartland Consultants, Inc. 65,490 83.08
Morgan Stanley 62,247 96.74
Bank Of America Corp /de/ 60,582 96.74
UBS Group AG 53,076 96.75
Theory Financial Llc 36,603 96.74
Ntv Asset Management Llc 33,951 96.73
J.w. Cole Advisors, Inc. 26,525
One + One Wealth Management, Llc 24,012 83.08
Equitable Holdings, Inc. 21,736 96.75
Financial Advocates Investment Management 18,518 96.72
Advisor Group Holdings, Inc. 17,948 96.78
Stifel Financial Corp 17,089 96.73

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
Systematic Alpha Investments, LLC 306,488 96.74
Mjp Associates Inc /adv 232,739 96.74
Arete Wealth Advisors, LLC 203,945 96.74
Cardan Capital Partners, LLC 112,787 92.95
Armbruster Capital Management, Inc. 93,126 96.74
LPL Financial LLC 79,313 96.74
Royal Bank Of Canada 77,731 96.74
AllSquare Wealth Management LLC 76,374 96.73
Wells Fargo & Company/mn 65,601 96.74
Morgan Stanley 62,247 96.74
Bank Of America Corp /de/ 60,582 96.74
UBS Group AG 53,076 96.75
SMIFX - Sound Mind Investing Fund 48,880 96.69
Theory Financial Llc 36,603 96.74
Ntv Asset Management Llc 33,951 96.73
J.w. Cole Advisors, Inc. 26,525
One + One Wealth Management, Llc 23,930 96.74
Equitable Holdings, Inc. 21,736 96.75
Financial Advocates Investment Management 18,518 96.72
Advisor Group Holdings, Inc. 17,948 96.78

 

Recent Quarter Analysis

Name Shares PPS
Allworth Financial LP 1,200 83.33
Name Shares PPS
Cardan Capital Partners, LLC 112,787 92.95
SMIFX - Sound Mind Investing Fund 48,880 96.69
Covenant Multifamily Offices, LLC 13,797 96.91
IFP Advisors, Inc 500 96.00
Financial Services Advisory Inc
Advisory Services Network, LLC
Kingsview Wealth Management, LLC
Brendel Financial Advisors LLC
Retirement Capital Strategies
Cetera Advisor Networks LLC
Raymond James & Associates
Envestnet Asset Management Inc
One Capital Management, LLC
SMILX - SMI 50/40/10 Fund
Harbour Investments, Inc.
Aptus Capital Advisors, LLC
Resources Investment Advisors, LLC.
Johnson Bixby & Associates, LLC
Arkadios Wealth Advisors
Jane Street Group, Llc
Northern Trust Corp
Fulcrum Equity Management
Ogorek Anthony Joseph /ny/ /adv
Jpmorgan Chase & Co
Flow Traders U.s. Llc
Old Mission Capital Llc
Eaton Vance Management
Proequities, Inc.
Geneos Wealth Management Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Mjp Associates Inc /adv 247,455 83.09 232,739 96.74
First Heartland Consultants, Inc. 65,490 83.08 10,256 96.72
One + One Wealth Management, Llc 24,012 83.08 23,930 96.74
Summit Financial Group, Inc. 12,335 83.10 10,000 96.70
Cambridge Investment Research Advisors, Inc. 12,265 83.08 12,809 96.73
Ayalon Holdings Ltd. 9,040 83.08 8,565 96.79
Global Retirement Partners, LLC 3,958 83.12 3,672 89.60
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
First Heartland Consultants, Inc. 55,234 65,490 83.08 10,256 96.72 538.55
Mjp Associates Inc /adv 14,716 247,455 83.09 232,739 96.74 6.32
Summit Financial Group, Inc. 2,335 12,335 83.10 10,000 96.70 23.35
Ayalon Holdings Ltd. 475 9,040 83.08 8,565 96.79 5.55
Global Retirement Partners, LLC 286 3,958 83.12 3,672 89.60 7.79
One + One Wealth Management, Llc 82 24,012 83.08 23,930 96.74 0.34
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 544 12,265 83.08 12,809 96.73 -4.25
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
Allworth Financial LP 1,200 83.33
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Mjp Associates Inc /adv 247,455 83.09 232,739 96.74
First Heartland Consultants, Inc. 65,490 83.08 10,256 96.72
One + One Wealth Management, Llc 24,012 83.08 23,930 96.74
Cambridge Investment Research Advisors, Inc. 12,265 83.08 12,809 96.73
Ayalon Holdings Ltd. 9,040 83.08 8,565 96.79
Global Retirement Partners, LLC 3,958 83.12 3,672 89.60
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
First Heartland Consultants, Inc. 55,234 65,490 83.08 10,256 96.72 538.55
Mjp Associates Inc /adv 14,716 247,455 83.09 232,739 96.74 6.32
Ayalon Holdings Ltd. 475 9,040 83.08 8,565 96.79 5.55
Global Retirement Partners, LLC 286 3,958 83.12 3,672 89.60 7.79
One + One Wealth Management, Llc 82 24,012 83.08 23,930 96.74 0.34
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 544 12,265 83.08 12,809 96.73 -4.25
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