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 453 144.00 37.97 48.86
Previous Quarter 475 242.00 37.97 49.25

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 4 102 41 1 21 12
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 2 5 32 1 18 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 108,915 0.00 0.00 0 0.00 0.00
Previous Quarter 108,915 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
Charles Schwab Investment Advisory, Inc. 29,524,626 37.97
Pnc Financial Services Group, Inc. 4,524,053 37.97
Mather Group, Llc. 4,113,255 37.97
Tiaa, Fsb 2,874,204 37.83
Savant Capital, LLC 2,649,655 37.97
Wealth Enhancement Advisory Services, Llc 2,038,041 38.48
Creative Planning 1,530,343 37.97
Envestnet Asset Management Inc 1,513,169 37.97
Colony Group Llc 1,233,623 37.97
Advisory Alpha, LLC 1,007,121 31.23
Radnor Financial Advisors, LLC 962,708 37.97
Charles Schwab Investment Management Inc 915,434 37.97
McAdam, LLC 886,804 31.23
Rsm Us Wealth Management Llc 774,844 37.97
Johnson Financial Group, LLC 746,604 37.97
Jane Street Group, Llc 739,705 37.97
Pure Financial Advisors, Inc. 577,081 31.23
Rockbridge Investment Management, LCC 509,233 40.93
Sequoia Financial Advisors, LLC 331,689 37.97
Capital Advisors Inc/ok 325,857 31.23

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
Charles Schwab Investment Advisory, Inc. 29,524,626 37.97
Pnc Financial Services Group, Inc. 4,524,053 37.97
Mather Group, Llc. 4,113,255 37.97
Tiaa, Fsb 2,874,204 37.83
Savant Capital, LLC 2,649,655 37.97
Wealth Enhancement Advisory Services, Llc 2,038,041 38.48
Creative Planning 1,530,343 37.97
Envestnet Asset Management Inc 1,513,169 37.97
Colony Group Llc 1,233,623 37.97
Radnor Financial Advisors, LLC 962,708 37.97
McAdam, LLC 936,410 37.97
Advisory Alpha, LLC 932,828 37.97
Charles Schwab Investment Management Inc 915,434 37.97
Rsm Us Wealth Management Llc 774,844 37.97
Johnson Financial Group, LLC 746,604 37.97
Jane Street Group, Llc 739,705 37.97
Capital Advisors Inc/ok 632,346 37.97
Pure Financial Advisors, Inc. 604,501 37.97
Rockbridge Investment Management, LCC 509,233 40.93
Sequoia Financial Advisors, LLC 331,689 37.97

 

Recent Quarter Analysis

Name Shares PPS
Oak Asset Management, LLC 153,329 31.23
Worth Asset Management, LLC 1,829 31.16
Strategic Asset Management, LLC 49 40.82
West Family Investments, Inc. 0
Name Shares PPS
RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I 113,170 42.95
Managed Account Services Inc 83,530 41.52
Moors & Cabot, Inc. 50,000 1.00
BOK Financial Private Wealth, Inc. 49,066 31.79
Heritage Way Advisors, LLC 14,957 40.92
Homrich & Berg 8,726 41.49
Parallel Advisors, LLC 7,176 38.46
Wilson & Boucher Capital Management, LLC 6,100 38.03
Consilium Wealth Advisory, LLC 6,000 38.00
HB Wealth Management, LLC 5,794 37.97
IFP Advisors, Inc 1,688 45.62
Sonora Investment Management, LLC 500 42.00
Herold Advisors, Inc. 59 37966.10
Gradient Investments LLC 28 35.71
GoalVest Advisory LLC 18 55.56
Carroll Financial Associates, Inc. 12
Paradigm, Strategies in Wealth Management, LLC
FDx Advisors, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Capital Investment Advisory Services, LLC
Barclays Plc
Bank of New York Mellon Corp
Emerald Investment Partners, Llc
Atlas Private Wealth Advisors
Empowered Funds, LLC
Blackhawk Capital Partners LLC.
Savior LLC
Filbrandt Wealth Management, LLC
Sound Financial Strategies Group, LLC
Mutual Advisors, LLC
Huntington National Bank
Sterling Financial Planning, Inc.
Lakeview Capital Partners, LLC
Accredited Investors Inc.
Ellevest, Inc.
Eaton Vance Management
D'Orazio & Associates, Inc.
DB Wealth Management Group, LLC
Mountain Capital Investment Advisors, Inc
Guidance Point Advisors, LLC
Bessemer Group Inc
Ibex Wealth Advisors
Lido Advisors, LLC
Janney Capital Management LLC
Modus Advisors, LLC
Nomura Asset Management Co Ltd
Curbstone Financial Management Corp
BerganKDV Wealth Management, LLC
Cassady Schiller Wealth Management, LLC
IAM Advisory, LLC
Arjuna Capital
Cetera Advisors LLC
Signet Financial Management, Llc
Redwood Investment Management, Llc
Charles Schwab Trust Co
SevenOneSeven Capital Management
Acima Private Wealth, Llc
Howe & Rusling Inc
Fifth Third Securities, Inc.
Farmers & Merchants Investments Inc
Renaissance Technologies Llc
MAI Capital Management
Comprehensive Financial Consultants Institutional, Inc.
Almanack Investment Partners, LLC.
Boston Private Wealth Llc
Foster Victor Wealth Advisors, LLC
Strategic Blueprint, LLC
Wealthcare Advisory Partners LLC
Choate Investment Advisors
Jacobi Capital Management LLC
AE Wealth Management LLC
Liberty Wealth Management Llc
Vigilant Capital Management, LLC
NorthCrest Asset Manangement, LLC
Qube Research & Technologies Ltd
Meeder Asset Management Inc
Running Point Capital Advisors, LLC
Peak Financial Advisors Llc
Keystone Financial Group
Genesee Capital Advisors, LLC
Pin Oak Investment Advisors Inc
Cordasco Financial Network
Firestone Capital Management
Coastal Capital Group, Inc.
Citadel Advisors Llc
Retirement Planning Co of New England, Inc.
Pacific Center for Financial Services
Cetera Investment Advisers
Gerber Kawasaki Wealth & Investment Management
Antonetti Capital Management LLC
Soltis Investment Advisors LLC
Sheaff Brock Investment Advisors, LLC
Barrett Asset Management, LLC
Acas, Llc
Barometer Capital Management Inc.
Lenox Wealth Advisors, LLC
Kestra Advisory Services, LLC
Evolution Advisers, Inc.
CoreCap Advisors, LLC
Proequities, Inc.
West Family Investments, Inc.
Castleview Partners, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Advisory Alpha, LLC 1,007,121 31.23 932,828 37.97
McAdam, LLC 886,804 31.23 936,410 37.97
Pure Financial Advisors, Inc. 577,081 31.23 604,501 37.97
Capital Advisors Inc/ok 325,857 31.23 632,346 37.97
Procyon Private Wealth Partners, LLC 218,689 31.23 72,768 37.97
Act Wealth Management, Llc 196,616 31.23 188,303 37.97
Valley National Advisers Inc 166,529 31.20 116,471 37.98
Kathleen S. Wright Associates Inc. 159,393 31.23 148,047 37.97
Symmetry Partners, LLC 156,785 31.23 149,510 37.97
Kohmann Bosshard Financial Services, LLC 143,483 31.23 277,684 37.97
Upper Left Wealth Management, LLC 105,366 31.23 107,519 38.20
Miracle Mile Advisors, LLC 99,426 31.23 84,406 37.97
Elmwood Wealth Management, Inc. 77,246 31.22 75,661 37.97
RGT Wealth Advisors, LLC 73,662 31.22 75,638 37.97
CVA Family Office, LLC 50,092 31.22 52,488 37.97
Krilogy Financial LLC 49,488 31.24 47,974 37.98
PFSMX - RiskPro® PFG 30+ Fund Class R 48,254 35.17 44,743 38.42
Relaxing Retirement Coach 44,484 31.22 45,349 37.97
Baldrige Asset Management LLC 41,362 31.24 42,786 37.98
Richard P Slaughter Associates Inc 39,327 31.23 36,424 37.97
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 439 31.89 7
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Procyon Private Wealth Partners, LLC 145,921 218,689 31.23 72,768 37.97 200.53
Advisory Alpha, LLC 74,293 1,007,121 31.23 932,828 37.97 7.96
Valley National Advisers Inc 50,058 166,529 31.20 116,471 37.98 42.98
Miracle Mile Advisors, LLC 15,020 99,426 31.23 84,406 37.97 17.79
Kathleen S. Wright Associates Inc. 11,346 159,393 31.23 148,047 37.97 7.66
Act Wealth Management, Llc 8,313 196,616 31.23 188,303 37.97 4.41
Symmetry Partners, LLC 7,275 156,785 31.23 149,510 37.97 4.87
PFSMX - RiskPro® PFG 30+ Fund Class R 3,511 48,254 35.17 44,743 38.42 7.85
Richard P Slaughter Associates Inc 2,903 39,327 31.23 36,424 37.97 7.97
Koshinski Asset Management, Inc. 2,864 15,413 12,549 37.93 22.82
Wedmont Private Capital 2,555 38,761 31.24 36,206 38.50 7.06
Elmwood Wealth Management, Inc. 1,585 77,246 31.22 75,661 37.97 2.09
Krilogy Financial LLC 1,514 49,488 31.24 47,974 37.98 3.16
Guardian Financial Partners, LLC 1,265 7,424 31.25 6,159 35.88 20.54
Acorn Financial Advisory Services Inc /adv 1,028 18,089 31.40 17,061 37.98 6.03
IVC Wealth Advisors LLC 1,014 8,057 31.28 7,043 37.91 14.40
Vista Private Wealth Partners. LLC 621 9,626 31.06 9,005 38.20 6.90
Tsfg, Llc 432 439 31.89 7 6171.43
Global Retirement Partners, LLC 210 540 31.48 330 33.33 63.64
Financial Management Professionals, Inc. 10 29 34.48 19 52.63 52.63
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Advisors Inc/ok 306,489 325,857 31.23 632,346 37.97 -48.47
Kohmann Bosshard Financial Services, LLC 134,201 143,483 31.23 277,684 37.97 -48.33
McAdam, LLC 49,606 886,804 31.23 936,410 37.97 -5.30
Pure Financial Advisors, Inc. 27,420 577,081 31.23 604,501 37.97 -4.54
CVA Family Office, LLC 2,396 50,092 31.22 52,488 37.97 -4.56
Omega Financial Group, LLC 2,386 20,414 31.25 22,800 37.98 -10.46
Upper Left Wealth Management, LLC 2,153 105,366 31.23 107,519 38.20 -2.00
RGT Wealth Advisors, LLC 1,976 73,662 31.22 75,638 37.97 -2.61
Baldrige Asset Management LLC 1,424 41,362 31.24 42,786 37.98 -3.33
AdvisorNet Financial, Inc 1,139 55 36.36 1,194 37.69 -95.39
Relaxing Retirement Coach 865 44,484 31.22 45,349 37.97 -1.91
Allworth Financial LP 4 97 30.93 101 39.60 -3.96
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
Oak Asset Management, LLC 153,329 31.23
Strategic Asset Management, LLC 49 40.82
Name Shares PPS
Gradient Investments LLC 28 35.71
HB Wealth Management, LLC 5,794 37.97
Wilson & Boucher Capital Management, LLC 6,100 38.03
Herold Advisors, Inc. 59 37966.10
Consilium Wealth Advisory, LLC 6,000 38.00
Name Current Shares Current PPS Previous Shares Previous PPS
Advisory Alpha, LLC 1,007,121 31.23 932,828 37.97
McAdam, LLC 886,804 31.23 936,410 37.97
Capital Advisors Inc/ok 325,857 31.23 632,346 37.97
Procyon Private Wealth Partners, LLC 218,689 31.23 72,768 37.97
Valley National Advisers Inc 166,529 31.20 116,471 37.98
Kathleen S. Wright Associates Inc. 159,393 31.23 148,047 37.97
Symmetry Partners, LLC 156,785 31.23 149,510 37.97
Miracle Mile Advisors, LLC 99,426 31.23 84,406 37.97
Elmwood Wealth Management, Inc. 77,246 31.22 75,661 37.97
RGT Wealth Advisors, LLC 73,662 31.22 75,638 37.97
CVA Family Office, LLC 50,092 31.22 52,488 37.97
Krilogy Financial LLC 49,488 31.24 47,974 37.98
Relaxing Retirement Coach 44,484 31.22 45,349 37.97
Baldrige Asset Management LLC 41,362 31.24 42,786 37.98
Wedmont Private Capital 38,761 31.24 36,206 38.50
Omega Financial Group, LLC 20,414 31.25 22,800 37.98
Acorn Financial Advisory Services Inc /adv 18,089 31.40 17,061 37.98
Koshinski Asset Management, Inc. 15,413 12,549 37.93
Vista Private Wealth Partners. LLC 9,626 31.06 9,005 38.20
IVC Wealth Advisors LLC 8,057 31.28 7,043 37.91
Evanson Asset Management, LLC 7,962 31.27 7,962 37.93
Guardian Financial Partners, LLC 7,424 31.25 6,159 35.88
Newton One Investments LLC 3,544 31.32 3,544 38.09
Sargent Bickham Lagudis LLC 1,365 30.77 1,361 38.21
Pittenger & Anderson Inc 941 30.82 941 38.26
Global Retirement Partners, LLC 540 31.48 330 33.33
Parkside Financial Bank & Trust 518 30.89 518 38.61
Sugarloaf Wealth Management, LLC 459 30.50 459 37.04
John W. Brooker & Co., CPAs 272 29.41 272 36.76
Rosenberg Matthew Hamilton 189 31.75 189 37.04
Allworth Financial LP 97 30.93 101 39.60
Financial Management Professionals, Inc. 29 34.48 19 52.63
Name Current Shares Current PPS Previous Shares Previous PPS
Tsfg, Llc 439 31.89 7
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Procyon Private Wealth Partners, LLC 145,921 218,689 31.23 72,768 37.97 200.53
Advisory Alpha, LLC 74,293 1,007,121 31.23 932,828 37.97 7.96
Valley National Advisers Inc 50,058 166,529 31.20 116,471 37.98 42.98
Miracle Mile Advisors, LLC 15,020 99,426 31.23 84,406 37.97 17.79
Kathleen S. Wright Associates Inc. 11,346 159,393 31.23 148,047 37.97 7.66
Symmetry Partners, LLC 7,275 156,785 31.23 149,510 37.97 4.87
Koshinski Asset Management, Inc. 2,864 15,413 12,549 37.93 22.82
Wedmont Private Capital 2,555 38,761 31.24 36,206 38.50 7.06
Elmwood Wealth Management, Inc. 1,585 77,246 31.22 75,661 37.97 2.09
Krilogy Financial LLC 1,514 49,488 31.24 47,974 37.98 3.16
Guardian Financial Partners, LLC 1,265 7,424 31.25 6,159 35.88 20.54
Acorn Financial Advisory Services Inc /adv 1,028 18,089 31.40 17,061 37.98 6.03
IVC Wealth Advisors LLC 1,014 8,057 31.28 7,043 37.91 14.40
Vista Private Wealth Partners. LLC 621 9,626 31.06 9,005 38.20 6.90
Tsfg, Llc 432 439 31.89 7 6171.43
Global Retirement Partners, LLC 210 540 31.48 330 33.33 63.64
Financial Management Professionals, Inc. 10 29 34.48 19 52.63 52.63
Sargent Bickham Lagudis LLC 4 1,365 30.77 1,361 38.21 0.29
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Advisors Inc/ok 306,489 325,857 31.23 632,346 37.97 -48.47
McAdam, LLC 49,606 886,804 31.23 936,410 37.97 -5.30
CVA Family Office, LLC 2,396 50,092 31.22 52,488 37.97 -4.56
Omega Financial Group, LLC 2,386 20,414 31.25 22,800 37.98 -10.46
RGT Wealth Advisors, LLC 1,976 73,662 31.22 75,638 37.97 -2.61
Baldrige Asset Management LLC 1,424 41,362 31.24 42,786 37.98 -3.33
Relaxing Retirement Coach 865 44,484 31.22 45,349 37.97 -1.91
Allworth Financial LP 4 97 30.93 101 39.60 -3.96
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