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	985	179.00	44.19	64.19
Previous Quarter	974	115.00	53.39	56.04

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	45	156	769	21	360	313
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	2	0	0	1	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	5	0	1	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	88,936	0.00	0.00	0	0.00	0.00
Previous Quarter	91,877	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
Wealthfront Advisers Llc	30,967,559	44.19
Betterment LLC	7,413,728	44.19
SCS Capital Management LLC	5,545,461	44.19
Evensky & Katz LLC	3,977,492	44.19
Milliman Financial Risk Management LLC	3,213,336	44.19
Strid Group, LLC	2,525,973	44.19
HT Partners LLC	2,423,238	44.19
Hengehold Capital Management Llc	2,338,226	44.19
Callan Capital, LLC	2,207,606	44.19
Retirement Planning Group	2,177,726	44.19
HB Wealth Management, LLC	2,114,839	44.19
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial	2,072,767	44.19
Bouchey Financial Group Ltd	2,046,001	44.19
Evergreen Advisors, LLC	2,039,533	44.19
Envestnet Asset Management Inc	1,903,919	44.19
Hanson & Doremus Investment Management	1,642,739	44.19
Fft Wealth Management Llc	1,523,219	44.19
Lgl Partners, Llc	1,506,714	44.19
Mariner, LLC	1,357,073	44.19
HHM Wealth Advisors, LLC	1,323,412	44.19

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
Wealthfront Advisers Llc	28,076,551	53.39
Betterment LLC	7,444,713	53.39
SCS Capital Management LLC	6,124,643	53.39
Milliman Financial Risk Management LLC	4,170,257	53.39
Evensky & Katz LLC	4,006,950	53.39
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial	2,767,324	53.39
HT Partners LLC	2,494,385	53.39
Strid Group, LLC	2,437,465	53.39
Retirement Planning Group	2,214,634	53.39
Callan Capital, LLC	2,073,237	53.39
Coulter & Justus Financial Services, LLC	2,025,145	53.39
Evergreen Advisors, LLC	2,025,145	53.39
Bouchey Financial Group Ltd	2,001,083	53.39
Hengehold Capital Management Llc	1,927,842	53.39
Envestnet Asset Management Inc	1,911,907	53.39
HB Wealth Management, LLC	1,854,639	53.39
National Bank Of Canada /fi/	1,776,404	53.39
Hanson & Doremus Investment Management	1,623,877	53.39
Fft Wealth Management Llc	1,510,430	53.39
Creative Planning	1,497,678	53.39

Recent Quarter Analysis

Recent Quarter 45 New Institutes added position

Name	Shares	PPS
Winthrop Advisory Group LLC	344,557	44.19
Roger Wittlin Investment Advisory, LLC	246,930	44.19
Ergoteles LLC	55,859	44.18
Csenge Advisory Group	44,398	0.05
Baker Tilly Financial, Llc	41,721	44.20
Joule Financial, LLC	27,574	44.21
Simon Quick Advisors, Llc	21,354	48.66
Connectus Wealth, LLC	20,858	44.20
Merit Financial Group, LLC	17,339	44.18
Momentum Advisors, LLC	16,549	44.17
Sand Hill Global Advisors, LLC	16,206	44.18
Strategic Wealth Advisors Group, LLC	14,868	0.07
Citizens Financial Group Inc/ri	13,217	44.19
Reliant Wealth Planning	11,664	44.15
Walker Asset Management, LLC	10,573	48.14
Wealthsource Partners, Llc	9,021	44.23
Pathway Financial Advisors LLC	8,333	44.16
Pinnacle Private Wealth, LLC	8,257	44.20
Caliber Wealth Management, Llc	7,966	44.19
Custos Family Office, LLC	7,888	44.24

Recent Quarter 156 Institutes closed out their positions

Name	Shares	PPS
Coulter & Justus Financial Services, LLC	2,025,145	53.39
Homrich & Berg	866,393	103.86
JBJ Investment Partners, LLC	802,463	113.01
Financial Architects, Inc	568,450	53.39
Wbi Investments, Inc.	186,880	53.39
Brouwer & Janachowski, LLC	148,283	103.86
BCK Partners, Inc.	137,753	53.39
J.w. Cole Advisors, Inc.	117,028	0.02
Susquehanna International Group, Llp	109,100	53.39
Rockbridge Investment Management, LCC	108,424	113.01
Citadel Advisors Llc	75,745	53.39
Citadel Advisors Llc	75,745	53.39
Rockland Trust Co	74,476	53.39
Asset Dedication, LLC	69,855	53.25
Dimensional Fund Advisors Lp	52,885	53.40
Hutchens & Kramer Investment Management Group, LLC	32,210	53.55
First Hawaiian Bank	29,526	53.38
D. Scott Neal, Inc.	24,908	53.40
Infini Capital Management Ltd	17,230	53.40
Financial Management Concepts Corp /adv	15,236	113.02
Resource Management, LLC	13,936	113.02
U.S. Capital Wealth Advisors, LLC	13,505	53.39
Aveo Capital Partners, LLC	13,278	53.40
Ciovacco Capital Management LLC	12,543	53.42
Filbrandt Wealth Management, LLC	12,143	103.85
Willis Johnson & Associates, Inc.	10,884	53.38
Vise Technologies, Inc.	10,569	53.36
Insight 2811, Inc.	10,200	53.43
Trexquant Investment LP	8,499	53.42
Wolverine Trading, Llc	8,200	54.15
Wolverine Trading, Llc	8,200	54.15
Freestone Capital Holdings, LLC	7,515	53.36
We Are One Seven, LLC	7,418	53.38
NorthRock Partners, LLC	7,213	53.38
NEXT Financial Group, Inc	7,150	113.01
Pacific Wealth Strategies Group, Inc.	7,020	53.42
Assetmark, Inc	6,864	53.32
Relative Value Partners Group, LLC	6,825	53.33
Congress Wealth Management LLC / DE /	6,606	53.44
Cutler Group LP	6,200	0.97
Harborview Advisors, LLC	5,976	103.92
Solitude Financial Services	5,801	53.44
Premier Asset Management Llc	5,770	53.38
Managed Account Services Inc	5,744	103.93
Canandaigua National Corp	5,300	53.40
Liberty Wealth Management Llc	5,281	53.21
Affinity Capital Advisors, LLC	4,976	53.46
Cadence Wealth Management LLC	4,893	53.34
Bath Savings Trust Co	4,866	53.43
McAdam, LLC	4,831	53.41
Triad Financial Advisors, Inc.	4,510	53.44
Van Hulzen Asset Management, LLC	4,498	53.36
Marcum Wealth, LLC	4,418	53.42
Ritholtz Wealth Management	4,320	53.47
MONECO Advisors, LLC	4,266	53.45
FRG Family Wealth Advisors LLC	4,177	53.39
Budros, Ruhlin & Roe, Inc.	4,156	53.42
Arbor Capital Management Inc /adv	4,094	53.25
Cypress Point Wealth Management, LLC	4,086	53.35
Grandfield & Dodd, Llc	4,074	54.00
Guardian Financial Partners, LLC	4,074	50.07
Baldwin Investment Management, LLC	4,000	53.50
BlueSky Wealth Advisors, LLC	3,986	53.44
Thoroughbred Financial Services, Llc	3,882	53.32
Vigilare Wealth Management	3,878	53.38
Riverwater Partners LLC	3,872	53.46
Beacon Investment Advisory Services, Inc.	3,760	53.46
Acropolis Investment Management, LLC	2,983	53.30
SevenBridge Financial Group, LLC	2,552	112.85
Thrivent Financial For Lutherans	2,452	112.97
Reilly Financial Advisors, Llc	2,329	112.92
Alley Co LLC	1,781	112.86
Tcwp Llc	1,775	52.96
Boston Private Wealth Llc	1,514	52.84
Fortitude Advisory Group L.L.C.	1,440	53.47
Sonora Investment Management, LLC	1,359	103.75
Berman Capital Advisors, LLC	463	103.67
Private Capital Group, LLC	452	53.10
Pacifica Partners Inc.	400	102.50
Money Concepts Capital Corp	268	52.24
Carroll Financial Associates, Inc.	88	113.64
Stonebridge Capital Advisors LLC	86	58.14
Freedman Financial Associates, Inc.	68	58.82
Foresight Capital Management Advisors, Inc.	36	55.56
Oliver Lagore Vanvalin Investment Group	28	35.71
Macroview Investment Management Llc	16	62.50
Wealth Quarterback LLC	10
San Luis Wealth Advisors LLC	1
Pallas Capital Advisors LLC
Jackson Wealth Management, LLC
Bnp Paribas Arbitrage, Sa
Columbia Advisory Partners Llc
Wunderlich Securities, Inc.
Ellis Investment Partners, LLC
Chapman Investment Management, LLC
Regency Capital Management Inc.\DE
Apeiron RIA LLC
Silvercrest Asset Management Group Llc
Regent Investment Management LLC
Visionary Wealth Advisors
Eudaimonia Partners, LLC
Vanguard Capital Wealth Advisors
Renaissance Technologies Llc
StoneX Group Inc.
Vaughan David Investments Inc/il
Savior LLC
Main Street Research LLC
Atlas Private Wealth Advisors
Osterweis Capital Management Inc
Comprehensive Financial Consultants Institutional, Inc.
Nvwm, Llc
Carson Advisory Inc.
True Link Financial Advisors, LLC
Strategic Blueprint, LLC
PSI Advisors, LLC
Opus Capital Group, LLC
Friedenthal Financial
PFG Advisors
Smith Chas P & Associates Pa Cpas
Huntington National Bank
Canada Pension Plan Investment Board
Palisade Asset Management, LLC
Barrett Asset Management, LLC
Prentice Wealth Management LLC
Sentinel Pension Advisors Inc
Spence Asset Management
Retirement Capital Strategies
Two Sigma Securities, Llc
Fisher Asset Management, LLC
Confluence Wealth Services, Inc.
Deutsche Bank Ag\
Country Club Trust Company, n.a.
Centerpoint Advisors, LLC
Barclays Plc
Slow Capital, Inc.
Optiver Holding B.V.
SP Asset Management
Bingham Osborn & Scarborough Llc
Millennium Management Llc
Capital Wealth Planning, LLC
Stonebridge Financial Planning Group, LLC
Claybrook Capital, LLC
Cahaba Wealth Management, Inc.
Sterling Financial Planning, Inc.
Paradigm Financial Partners, Llc
IAM Advisory, LLC
KEMPER Corp
Galvin, Gaustad & Stein, LLC
Parisi Gray Wealth Management
D'Orazio & Associates, Inc.
Wedgewood Investors Inc /pa/
Jacobi Capital Management LLC
Elmwood Wealth Management, Inc.
Capital Square, LLC
Cassia Capital Partners, LLC
Sowell Financial Services LLC

Recent Quarter 769 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wealthfront Advisers Llc	30,967,559	44.19	28,076,551	53.39
Betterment LLC	7,413,728	44.19	7,444,713	53.39
SCS Capital Management LLC	5,545,461	44.19	6,124,643	53.39
Evensky & Katz LLC	3,977,492	44.19	4,006,950	53.39
Milliman Financial Risk Management LLC	3,213,336	44.19	4,170,257	53.39
Strid Group, LLC	2,525,973	44.19	2,437,465	53.39
HT Partners LLC	2,423,238	44.19	2,494,385	53.39
Hengehold Capital Management Llc	2,338,226	44.19	1,927,842	53.39
Callan Capital, LLC	2,207,606	44.19	2,073,237	53.39
Retirement Planning Group	2,177,726	44.19	2,214,634	53.39
HB Wealth Management, LLC	2,114,839	44.19	1,854,639	53.39
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial	2,072,767	44.19	2,767,324	53.39
Bouchey Financial Group Ltd	2,046,001	44.19	2,001,083	53.39
Evergreen Advisors, LLC	2,039,533	44.19	2,025,145	53.39
Envestnet Asset Management Inc	1,903,919	44.19	1,911,907	53.39
Hanson & Doremus Investment Management	1,642,739	44.19	1,623,877	53.39
Fft Wealth Management Llc	1,523,219	44.19	1,510,430	53.39
Lgl Partners, Llc	1,506,714	44.19	1,327,054	53.39
Mariner, LLC	1,357,073	44.19	1,348,142	53.39
HHM Wealth Advisors, LLC	1,323,412	44.19	1,221,698	53.39

Recent Quarter 21 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Econ Financial Services Corp	103,080	44.19	0
Venture Visionary Partners LLC	68,407	44190.30	68,436	53.38
Jane Street Group, Llc	67,164	44.19	0
Berkshire Asset Management Llc/pa	66,413	44.19	0
Fiduciary Group LLC	64,009	49.49	65,825	45.83
Chicago Partners Investment Group LLC	62,222	48.33	79,978	45.98
Kestra Advisory Services, LLC	34,998	0.06	42,826	0.05
Cedar Brook Financial Partners, LLC	12,485	0.08	14,434	0.07
Advisor Resource Council	11,960	44.23	0
AF Advisors, Inc.	9,378	44.15	0
Cutler Group LP	6,100	0.98	6,200	0.97
Wealthspire Advisors, LLC	5,377	44.26	0
Apella Capital, LLC	4,670	44.11	0
Brooklyn FI, LLC	3,412	550.41	153,572	53.39
Better Money Decisions, LLC	3,090	44.34	0
Evoke Wealth, Llc	1,340	0.75	6,109	0.49
Sage Mountain Advisors LLC	1,000	44.00	0
First Horizon Advisors, Inc.	635	44.09	0
Castleview Partners, Llc	400	25380.00	694	53.31
Heritage Wealth Management, Llc	354	44189.27	1,736	53.57

Recent Quarter 360 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wealthfront Advisers Llc	2,891,008	30,967,559	44.19	28,076,551	53.39	10.30
AE Wealth Management LLC	644,373	652,774	44.19	8,401	53.45	7670.19
Hengehold Capital Management Llc	410,384	2,338,226	44.19	1,927,842	53.39	21.29
Ballentine Partners, LLC	346,265	717,878	44.19	371,613	113.01	93.18
REMIX - STANDPOINT MULTI-ASSET FUND Investor Class	307,500	430,800	48.49	123,300	106.15	249.39
HB Wealth Management, LLC	260,200	2,114,839	44.19	1,854,639	53.39	14.03
Morgan Stanley	252,001	782,030	44.19	530,029	53.39	47.54
First Republic Investment Management, Inc.	240,121	413,902	44.19	173,781	53.39	138.17
BKD Wealth Advisors, LLC	214,223	757,322	44.19	543,099	53.39	39.44
Harbour Investments, Inc.	210,460	332,587	44.19	122,127	113.01	172.33
Lgl Partners, Llc	179,660	1,506,714	44.19	1,327,054	53.39	13.54
Omnia Family Wealth, LLC	147,523	154,923	44.19	7,400	53.38	1993.55
Callan Capital, LLC	134,369	2,207,606	44.19	2,073,237	53.39	6.48
Bank Of America Corp /de/	116,920	941,382	44.19	824,462	53.39	14.18
Econ Financial Services Corp	103,080	103,080	44.19	0		0.00
HHM Wealth Advisors, LLC	101,714	1,323,412	44.19	1,221,698	53.39	8.33
Cerity Partners LLC	94,530	365,297	44.19	270,767	52.35	34.91
Ameriprise Financial Inc	92,258	144,857	44.36	52,599	53.40	175.40
Cliftonlarsonallen Wealth Advisors, Llc	90,767	986,304	44.19	895,537	53.39	10.14
Strid Group, LLC	88,508	2,525,973	44.19	2,437,465	53.39	3.63

Recent Quarter 313 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Milliman Financial Risk Management LLC	956,921	3,213,336	44.19	4,170,257	53.39	-22.95
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial	694,557	2,072,767	44.19	2,767,324	53.39	-25.10
SCS Capital Management LLC	579,182	5,545,461	44.19	6,124,643	53.39	-9.46
National Bank Of Canada /fi/	557,415	1,218,989	44.18	1,776,404	53.39	-31.38
Libra Wealth Llc	504,123	194,446	44.19	698,569	45.64	-72.17
Creative Planning	305,744	1,191,934	44.19	1,497,678	53.39	-20.41
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial	276,631	962,451	44.19	1,239,082	53.39	-22.33
First National Corp /ma/ /adv	267,800	283,465	44.19	551,265	53.39	-48.58
Eagle Capital Management, LLC	254,171	17,969	44.19	272,140	53.39	-93.40
Juncture Wealth Strategies, Llc	219,973	287,568	44.19	507,541	53.39	-43.34
Brooklyn FI, LLC	150,160	3,412	550.41	153,572	53.39	-97.78
Wells Fargo & Company/mn	130,362	430,256	44.19	560,618	53.39	-23.25
Almanack Investment Partners, LLC.	116,955	918,327	44.19	1,035,282	53.39	-11.30
Islay Capital Management, Llc	93,075	84,555	44.18	177,630	53.39	-52.40
Blueprint Investment Partners LLC	89,267	81,208	44.20	170,475	53.39	-52.36
Spreng Capital Management, Inc.	88,529	160,743	45.61	249,272	53.39	-35.52
WT Wealth Management	79,559	427,043	44.19	506,602	53.39	-15.70
IFP Advisors, Inc	78,900	2,207	66.61	81,107	66.64	-97.28
Kiley Juergens Wealth Management, Llc	77,478	62,510	44.18	139,988	53.39	-55.35
River & Mercantile Llc	76,757	866,987	44.19	943,744	53.39	-8.13

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	8,200

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 2 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Susquehanna International Group, Llp	12,600	121,700	109,100	11.55
Citadel Advisors Llc	38,555	114,300	75,745	50.90

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 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Cutler Group LP	100	6,100	6,200	-1.61

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 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial	2,072,767	44.19	2,767,324	53.39
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial	962,451	44.19	1,239,082	53.39
Goepper Burkhardt LLC	365,884	44.19	373,823	53.39
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial	178,118	44.19	163,851	53.39
BDO Wealth Advisors, LLC	259	42.47	259	54.05

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial	14,267	178,118	44.19	163,851	53.39	8.71

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial	694,557	2,072,767	44.19	2,767,324	53.39	-25.10
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial	276,631	962,451	44.19	1,239,082	53.39	-22.33
Goepper Burkhardt LLC	7,939	365,884	44.19	373,823	53.39	-2.12

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