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	113	57.00	57.76	57.36
Previous Quarter	115	57.00	57.76	56.35

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	4	20	1	10	2	2
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	0	0	5	1	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
FAYEZ SAROFIM & CO	939,690
DIV - Global X SuperDividend U.S. ETF	284,562	63.27
Mirae Asset Global Investments Co., Ltd.	279,333	57.75
Fayez Sarofim & Co	202,847	57.75
King Luther Capital Management Corp	148,955	57.75
Morgan Stanley	128,144	57.75
Royce & Associates Lp	66,148	57.75
Royce Micro-cap Trust, Inc /md/	66,148	57.75
Chilton Capital Management Llc	52,506	57.76
Essex Financial Services, Inc.	44,508	57.74
Bank Of America Corp /de/	40,900	57.75
Capital Analysts, Inc.	38,779	0.05
American National Bank	35,985	60.89
Peapack Gladstone Financial Corp	32,493	57.77
Mraz, Amerine & Associates, Inc.	29,362	57.76
Advisor Group Holdings, Inc.	26,267	57.11
PSPFX - Global Resources Fund	25,000	57.76
U S Global Investors Inc	25,000	57.76
Acadian Asset Management Llc	24,953	57.71
Howard Financial Services, Ltd.	24,866	60.89

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
Mirae Asset Global Investments Co., Ltd.	279,333	57.75
Fayez Sarofim & Co	202,847	57.75
King Luther Capital Management Corp	148,955	57.75
Morgan Stanley	128,144	57.75
Royce Micro-cap Trust, Inc /md/	66,148	57.75
Royce & Associates Lp	66,148	57.75
Chilton Capital Management Llc	52,506	57.76
Essex Financial Services, Inc.	44,508	57.74
Bank Of America Corp /de/	40,900	57.75
Capital Analysts, Inc.	38,779	0.05
American National Bank	35,985	57.75
Peapack Gladstone Financial Corp	32,493	57.77
Mraz, Amerine & Associates, Inc.	29,362	57.76
Advisor Group Holdings, Inc.	26,267	57.11
PSPFX - Global Resources Fund	25,000	57.76
U S Global Investors Inc	25,000	57.76
Acadian Asset Management Llc	24,953	57.71
Howard Financial Services, Ltd.	24,737	57.77
VeraBank, N.A.	24,524	57.74
Oxbow Advisors, LLC	24,096	57.77

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
FAYEZ SAROFIM & CO	939,690
DIV - Global X SuperDividend U.S. ETF	284,562	63.27
Cambridge Investment Research Advisors, Inc.	3,376	61.02
Sound Income Strategies, LLC	50	60.00

Recent Quarter 20 Institutes closed out their positions

Name	Shares	PPS
Greylin Investment Mangement Inc	9,225	57.78
Bbva Usa	460	43.48
Advisory Services Network, LLC
CX Institutional
Millennium Management Llc
Virtu Financial LLC
Marshall Wace, Llp
Raymond James Financial Services Advisors, Inc.
Wildcat Capital Management, LLC
Tower Research Capital LLC (TRC)
Jpmorgan Chase & Co
Fmr Llc
Susquehanna International Group, Llp
CENTRAL TRUST Co
Northwestern Mutual Wealth Management Co
Koshinski Asset Management, Inc.
Gradient Investments LLC
Money Concepts Capital Corp
Us Bancorp \de\
RGT Wealth Advisors, LLC

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	7,300	40.27	7,300	57.81

Recent Quarter 10 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
American National Bank	35,985	60.89	35,985	57.75
Howard Financial Services, Ltd.	24,866	60.89	24,737	57.77
Commonwealth Equity Services, Llc	21,255	60.88	22,398	57.73
Capital Investment Advisors, LLC	14,940	60.91	14,745	57.78
Adviser Investments LLC	10,209	60.93	10,209	57.79
Franklin Street Advisors Inc /nc	10,081	60.91	10,081	57.73
Ackerman Capital Advisors, LLC	3,490	61.03	3,490	57.88
Geneos Wealth Management Inc.	2,920	63.01	2,920	57.53
Dorsey Wright & Associates	698	60.17	740	58.11
Tsfg, Llc	128	62.50	128	54.69

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital Investment Advisors, LLC	195	14,940	60.91	14,745	57.78	1.32
Howard Financial Services, Ltd.	129	24,866	60.89	24,737	57.77	0.52

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	1,143	21,255	60.88	22,398	57.73	-5.10
Dorsey Wright & Associates	42	698	60.17	740	58.11	-5.68

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Howard Financial Services, Ltd.	24,866	60.89	24,737	57.77
Commonwealth Equity Services, Llc	21,255	60.88	22,398	57.73
Ackerman Capital Advisors, LLC	3,490	61.03	3,490	57.88
Geneos Wealth Management Inc.	2,920	63.01	2,920	57.53
Dorsey Wright & Associates	698	60.17	740	58.11

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Howard Financial Services, Ltd.	129	24,866	60.89	24,737	57.77	0.52

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	1,143	21,255	60.88	22,398	57.73	-5.10
Dorsey Wright & Associates	42	698	60.17	740	58.11	-5.68

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