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	148	404.00	44.01	50.15
Previous Quarter	153	402.00	44.03	50.25

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	2	27	16	1	11	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	2	0	14	1	9	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	118	0.00	0.00	0	0.00	0.00
Previous Quarter	118	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
Financial Engines Advisors L.L.C.	14,953,523	44.03
Legacy Wealth Management, Inc	4,805,853	44.03
Waddell & Associates, Llc	881,001	44.03
Colony Group Llc	329,306	44.03
Goldman Sachs Group Inc	264,406	44.03
Cedar Brook Financial Partners, LLC	96,346	0.04
Clearshares LLC	84,749	42.60
HBK Sorce Advisory LLC	81,276	44.04
Parkside Advisors LLC	79,101	36.46
Blueprint Investment Partners LLC	78,903	44.03
OCIO - ClearShares OCIO ETF	77,975	42.67
Kaizen Financial Strategies	62,928	44.03
Mml Investors Services, Llc	59,084	44.02
Manchester Financial Inc	58,202	44.04
Schwab Charitable Fund	57,670	44.03
Madison Wealth Management	56,505	44.03
Susquehanna International Group, Llp	56,490	44.03
Mariner, LLC	51,992	44.03
McAdam, LLC	50,959	36.46
Cassady Schiller Wealth Management, LLC	46,348	44.04

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
Financial Engines Advisors L.L.C.	14,953,523	44.03
Legacy Wealth Management, Inc	4,805,853	44.03
Waddell & Associates, Llc	881,001	44.03
Colony Group Llc	329,306	44.03
Goldman Sachs Group Inc	264,406	44.03
Cedar Brook Financial Partners, LLC	96,346	0.04
Clearshares LLC	84,749	42.60
HBK Sorce Advisory LLC	81,276	44.04
Parkside Advisors LLC	79,052	44.03
Blueprint Investment Partners LLC	78,903	44.03
OCIO - ClearShares OCIO ETF	77,975	42.67
Kaizen Financial Strategies	62,928	44.03
Mml Investors Services, Llc	59,084	44.02
Manchester Financial Inc	58,202	44.04
Schwab Charitable Fund	57,670	44.03
Madison Wealth Management	56,505	44.03
Susquehanna International Group, Llp	56,490	44.03
Mariner, LLC	51,992	44.03
Cassady Schiller Wealth Management, LLC	46,348	44.04
Bank Of America Corp /de/	42,622	44.01

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
McAdam, LLC	50,959	36.46
First National Bank of Mount Dora, Trust Investment Services	8,031	36.48

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Brouwer & Janachowski, LLC	28,567	42.60
IFP Advisors, Inc	330	45.45
Deutsche Bank Ag\
Advisory Services Network, LLC
Enterprise Financial Services Corp
Paces Ferry Wealth Advisors, Llc
Strategic Blueprint, LLC
Barclays Plc
Chicago Partners Investment Group LLC
Zwj Investment Counsel Inc
Phocas Financial Corp.
Proequities, Inc.
Cwm, Llc
Wagner Wealth Management, Llc
Flow Traders U.s. Llc
Eaton Vance Management
Bailard, Inc.
Citadel Advisors Llc
Plante Moran Financial Advisors, LLC
Pnc Financial Services Group, Inc.
TD Capital Management LLC
Topel & Distasi Wealth Management, LLC
First Foundation Advisors
Gerber Kawasaki Wealth & Investment Management
Brookstone Capital Management
IAG Wealth Partners, LLC
Annapolis Financial Services, LLC

Recent Quarter 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Parkside Advisors LLC	79,101	36.46	79,052	44.03
Kohmann Bosshard Financial Services, LLC	32,580	36.46	30,315	44.04
Zhang Financial LLC	19,910	36.46	18,751	44.05
Everhart Financial Group, Inc.	18,839	36.47	15,417	44.04
Evanson Asset Management, LLC	15,160	36.48	15,003	44.06
Cambridge Investment Research Advisors, Inc.	10,402	36.44	11,818	44.00
Omega Financial Group, LLC	9,614	36.51	9,581	44.05
Red Door Wealth Management, LLC	9,283	36.41	9,283	43.95
Koshinski Asset Management, Inc.	7,465		7,444	44.06
HB Wealth Management, LLC	7,175	36.52	7,175	44.04
Alamar Capital Management, LLC	6,539	36.40	6,539	44.04
Capital Advisors Inc/ok	6,345	36.41	6,319	43.99
Burleson & Company, LLC	6,195	36.48	6,187	43.96
BerganKDV Wealth Management, LLC	6,031	36.48	6,031	44.11
AdvisorNet Financial, Inc	1,525	36.72	1,519	44.11
Newbridge Financial Services Group, Inc.	206	38.83	206	43.69

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allworth Financial LP	1,223	36.79	30	33.33

Recent Quarter 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Everhart Financial Group, Inc.	3,422	18,839	36.47	15,417	44.04	22.20
Kohmann Bosshard Financial Services, LLC	2,265	32,580	36.46	30,315	44.04	7.47
Allworth Financial LP	1,193	1,223	36.79	30	33.33	3976.67
Zhang Financial LLC	1,159	19,910	36.46	18,751	44.05	6.18
Evanson Asset Management, LLC	157	15,160	36.48	15,003	44.06	1.05
Parkside Advisors LLC	49	79,101	36.46	79,052	44.03	0.06
Omega Financial Group, LLC	33	9,614	36.51	9,581	44.05	0.34
Capital Advisors Inc/ok	26	6,345	36.41	6,319	43.99	0.41
Koshinski Asset Management, Inc.	21	7,465		7,444	44.06	0.28
Burleson & Company, LLC	8	6,195	36.48	6,187	43.96	0.13
AdvisorNet Financial, Inc	6	1,525	36.72	1,519	44.11	0.39

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,416	10,402	36.44	11,818	44.00	-11.98

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 2 New Institutes added position

Name	Shares	PPS
McAdam, LLC	50,959	36.46
First National Bank of Mount Dora, Trust Investment Services	8,031	36.48

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Parkside Advisors LLC	79,101	36.46	79,052	44.03
Zhang Financial LLC	19,910	36.46	18,751	44.05
Everhart Financial Group, Inc.	18,839	36.47	15,417	44.04
Evanson Asset Management, LLC	15,160	36.48	15,003	44.06
Cambridge Investment Research Advisors, Inc.	10,402	36.44	11,818	44.00
Omega Financial Group, LLC	9,614	36.51	9,581	44.05
Red Door Wealth Management, LLC	9,283	36.41	9,283	43.95
Koshinski Asset Management, Inc.	7,465		7,444	44.06
HB Wealth Management, LLC	7,175	36.52	7,175	44.04
Alamar Capital Management, LLC	6,539	36.40	6,539	44.04
Capital Advisors Inc/ok	6,345	36.41	6,319	43.99
Burleson & Company, LLC	6,195	36.48	6,187	43.96
BerganKDV Wealth Management, LLC	6,031	36.48	6,031	44.11
Newbridge Financial Services Group, Inc.	206	38.83	206	43.69

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allworth Financial LP	1,223	36.79	30	33.33

Past Week 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Everhart Financial Group, Inc.	3,422	18,839	36.47	15,417	44.04	22.20
Allworth Financial LP	1,193	1,223	36.79	30	33.33	3976.67
Zhang Financial LLC	1,159	19,910	36.46	18,751	44.05	6.18
Evanson Asset Management, LLC	157	15,160	36.48	15,003	44.06	1.05
Parkside Advisors LLC	49	79,101	36.46	79,052	44.03	0.06
Omega Financial Group, LLC	33	9,614	36.51	9,581	44.05	0.34
Capital Advisors Inc/ok	26	6,345	36.41	6,319	43.99	0.41
Koshinski Asset Management, Inc.	21	7,465		7,444	44.06	0.28
Burleson & Company, LLC	8	6,195	36.48	6,187	43.96	0.13

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,416	10,402	36.44	11,818	44.00	-11.98

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