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 | 830 | 383.00 | 75.86 | 232.89 |
| Previous Quarter | 872 | 392.00 | 75.86 | 230.53 |
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 | 5 | 123 | 94 | 1 | 45 | 37 |
| 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 | 3 | 7 | 74 | 1 | 38 | 27 |
| 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 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 | 3,016 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 3,016 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
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. | 10,996,483 | 75.86 |
| Creative Planning | 6,867,201 | 75.86 |
| HighTower Advisors, LLC | 3,584,497 | 75.86 |
| UBS Group AG | 1,796,353 | 75.86 |
| Prime Capital Investment Advisors, LLC | 1,679,025 | 80.43 |
| BLB&B Advisors, LLC | 1,420,270 | 75.86 |
| Legacy Wealth Management, Inc | 1,347,190 | 75.86 |
| Advisory Alpha, LLC | 1,292,313 | 62.73 |
| Raymond James Financial Services Advisors, Inc. | 1,286,750 | 75.86 |
| Northwestern Mutual Wealth Management Co | 1,116,855 | 75.86 |
| Ameriprise Financial Inc | 1,082,630 | 75.87 |
| Resources Investment Advisors, LLC. | 1,061,836 | 75.86 |
| JMG Financial Group, Ltd. | 1,036,272 | 75.86 |
| Fragasso Group Inc. | 962,975 | 75.86 |
| Envestnet Asset Management Inc | 939,716 | 75.86 |
| Aj Wealth Strategies, Llc | 929,361 | 75.86 |
| Thrivent Financial For Lutherans | 903,239 | 75.86 |
| Moneta Group Investment Advisors Llc | 820,182 | 75.86 |
| Resource Management, LLC | 779,610 | 80.43 |
| Mercer Global Advisors Inc /adv | 739,547 | 75.86 |
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. | 10,996,483 | 75.86 |
| Creative Planning | 6,867,201 | 75.86 |
| HighTower Advisors, LLC | 3,584,497 | 75.86 |
| UBS Group AG | 1,796,353 | 75.86 |
| Prime Capital Investment Advisors, LLC | 1,679,025 | 80.43 |
| BLB&B Advisors, LLC | 1,420,270 | 75.86 |
| Legacy Wealth Management, Inc | 1,347,190 | 75.86 |
| Raymond James Financial Services Advisors, Inc. | 1,286,750 | 75.86 |
| Advisory Alpha, LLC | 1,257,408 | 75.86 |
| Northwestern Mutual Wealth Management Co | 1,116,855 | 75.86 |
| Ameriprise Financial Inc | 1,082,630 | 75.87 |
| Resources Investment Advisors, LLC. | 1,061,836 | 75.86 |
| JMG Financial Group, Ltd. | 1,036,272 | 75.86 |
| Fragasso Group Inc. | 962,975 | 75.86 |
| Envestnet Asset Management Inc | 939,716 | 75.86 |
| Aj Wealth Strategies, Llc | 929,361 | 75.86 |
| Thrivent Financial For Lutherans | 903,239 | 75.86 |
| Moneta Group Investment Advisors Llc | 820,182 | 75.86 |
| Resource Management, LLC | 779,610 | 80.43 |
| Investment Security Group Inc /co/ /adv | 774,575 | 76.66 |
| Name | Shares | PPS |
|---|---|---|
| Oak Asset Management, LLC | 101,807 | 62.73 |
| Stillwater Investment Management, LLC | 11,979 | 62.69 |
| Flagship Harbor Advisors, Llc | 10,558 | 62.70 |
| M&r Capital Management Inc | 25 | 40.00 |
| Cordasco Financial Network | 20 | 50.00 |
| Name | Shares | PPS |
|---|---|---|
| Investment Security Group Inc /co/ /adv | 774,575 | 76.66 |
| Brouwer & Janachowski, LLC | 686,194 | 76.66 |
| First Mercantile Trust Co | 597,909 | 76.66 |
| Filbrandt Wealth Management, LLC | 284,103 | 76.66 |
| Emery Howard Portfolio Management, Inc. | 250,096 | 80.43 |
| IFP Advisors, Inc | 173,853 | 80.90 |
| Old Dominion Capital Management Inc | 167,569 | 76.66 |
| Pacific Edge Advisors, LLC | 157,980 | 76.66 |
| Newport Wealth Strategies, Inc. | 78,022 | 76.66 |
| Homrich & Berg | 46,093 | 76.65 |
| Qci Asset Management Inc/ny | 44,968 | 76.65 |
| Ameritas Investment Corp | 43,481 | 0.07 |
| Minot Wealth Management LLC | 31,000 | 75.87 |
| DeGreen Capital Management LLC | 29,617 | 76.65 |
| Harborview Advisors, LLC | 21,739 | 76.68 |
| Wealth Quarterback LLC | 11,770 | |
| Heritage Way Advisors, LLC | 11,107 | 80.40 |
| Parallel Advisors, LLC | 8,107 | 76.97 |
| Capital Investment Advisors, LLC | 6,622 | 75.81 |
| Heritage Wealth Management, Llc | 6,546 | 76.69 |
| BOK Financial Private Wealth, Inc. | 5,256 | 56.51 |
| Cubic Asset Management, LLC | 5,200 | 45.19 |
| Citadel Advisors Llc | 4,800 | 75.83 |
| Covenant Multifamily Offices, LLC | 4,514 | 77.32 |
| Hochman Cole Investment Advisors, Inc. | 3,995 | 76.60 |
| Orser Capital Management, Llc | 3,746 | 75.81 |
| Unified Trust Company, N.A. | 3,539 | 76.58 |
| Retirement Planning Group | 3,068 | 75.95 |
| Financial Management Network Inc | 2,651 | 76.57 |
| Carroll Financial Associates, Inc. | 2,117 | 80.30 |
| Cutler Group LP | 700 | 4.29 |
| Sonora Investment Management, LLC | 500 | 76.00 |
| Bbva Usa | 65 | 76.92 |
| GoalVest Advisory LLC | 58 | 68.97 |
| Gradient Investments LLC | 22 | 90.91 |
| Sound Income Strategies, LLC | 22 | 90.91 |
| Cedar Mountain Advisors, LLC | 8 | 125.00 |
| TD Capital Management LLC | ||
| Cypress Wealth Services, LLC | ||
| Indie Asset Partners, LLC | ||
| CFS Investment Advisory Services, LLC | ||
| Old Mission Capital Llc | ||
| Mainstay Capital Management Llc /adv | ||
| Camelot Portfolios, LLC | ||
| Y-Intercept (Hong Kong) Ltd | ||
| REDW Wealth LLC | ||
| Marino, Stram & Associates Llc | ||
| Claybrook Capital, LLC | ||
| Endurance Wealth Management, Inc. | ||
| Park Avenue Securities Llc | ||
| Fifth Third Securities, Inc. | ||
| Gw Henssler & Associates Ltd | ||
| Thrive Wealth Management, LLC | ||
| Laurel Wealth Advisors LLC | ||
| Barclays Plc | ||
| Renaissance Technologies Llc | ||
| Baker Avenue Asset Management, LP | ||
| Lifeworks Advisors, LLC | ||
| Prentice Wealth Management LLC | ||
| First Command Advisory Services, Inc. | ||
| Moors & Cabot, Inc. | ||
| Leverty Financial Group, LLC | ||
| Ford Financial Group, LLC | ||
| Total Investment Management Inc | ||
| Truadvice, LLC | ||
| Stonebridge Financial Planning Group, LLC | ||
| Running Point Capital Advisors, LLC | ||
| Piershale Financial Group, Inc. | ||
| Arcus Capital Partners, LLC | ||
| Kalos Management, Inc. | ||
| Fort Pitt Capital Group, Llc | ||
| Foster Victor Wealth Advisors, LLC | ||
| Liberty Wealth Management Llc | ||
| Whelan Financial | ||
| Osterweis Capital Management Inc | ||
| Ledyard National Bank | ||
| Qube Research & Technologies Ltd | ||
| Lehman & Derafelo Financial Resources LLC | ||
| Mirador Capital Partners LP | ||
| Bnp Paribas Arbitrage, Sa | ||
| Castleview Partners, Llc | ||
| Great Lakes Advisors, Llc | ||
| Ckw Financial Group | ||
| Your Advocates Ltd., LLP | ||
| Frontier Wealth Management LLC | ||
| Flow Traders U.s. Llc | ||
| Balentine LLC | ||
| Transparent Wealth Partners LLC | ||
| Jane Street Group, Llc | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Palouse Capital Management, Inc. | ||
| Morningstar Investment Services LLC | ||
| Praetorian Wealth Management, Inc. | ||
| Wealthstreet Investment Advisors, LLC | ||
| Wealth Management Resources, Inc. | ||
| Thompson Davis & Co., Inc. | ||
| Signet Financial Management, Llc | ||
| R. W. Roge & Company, Inc. | ||
| Catalyst Private Wealth, Llc | ||
| Financial Management Professionals, Inc. | ||
| PFG Advisors | ||
| CoreCap Advisors, LLC | ||
| Valtinson Bruner Financial Planning LLC | ||
| Newbridge Financial Services Group, Inc. | ||
| Fisher Asset Management, LLC | ||
| WESPAC Advisors, LLC | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Checchi Capital Advisers, LLC | ||
| Firestone Capital Management | ||
| PRW Wealth Management LLC | ||
| Confluence Wealth Services, Inc. | ||
| Truvestments Capital Llc | ||
| TAP Consulting, LLC | ||
| Capital One Financial Corp | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Advisor OS, LLC | ||
| Rinkey Investments | ||
| Sowell Financial Services LLC | ||
| Kessler Investment Group, LLC | ||
| Huntington National Bank | ||
| Independent Wealth Network Inc. | ||
| Valeo Financial Advisors, LLC | ||
| Deutsche Bank Ag\ |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Advisory Alpha, LLC | 1,292,313 | 62.73 | 1,257,408 | 75.86 |
| Brookstone Capital Management | 534,453 | 64.47 | 656,072 | 73.93 |
| Parsec Financial Management, Inc. | 389,394 | 62.73 | 407,941 | 75.86 |
| BerganKDV Wealth Management, LLC | 231,751 | 62.73 | 229,531 | 75.86 |
| Vista Private Wealth Partners. LLC | 228,209 | 63.25 | 225,254 | 76.27 |
| Newton One Investments LLC | 210,704 | 62.73 | 212,898 | 75.86 |
| Cambridge Investment Research Advisors, Inc. | 178,376 | 62.73 | 177,703 | 75.86 |
| Omega Financial Group, LLC | 176,396 | 62.73 | 176,820 | 75.86 |
| Harbor Group, Inc. | 176,375 | 62.73 | 177,144 | 75.86 |
| Valley National Advisers Inc | 171,381 | 64.72 | 164,869 | 75.86 |
| Revolve Wealth Partners, LLC | 170,766 | 62.73 | 175,971 | 75.86 |
| Private Advisor Group, LLC | 168,391 | 62.73 | 216,161 | 75.86 |
| Triangle Securities Wealth Management | 167,371 | 62.73 | 166,631 | 75.86 |
| Koshinski Asset Management, Inc. | 151,427 | 0.06 | 147,847 | 75.86 |
| Miracle Mile Advisors, LLC | 148,003 | 62.73 | 132,061 | 75.86 |
| Affinity Capital Advisors, LLC | 141,407 | 62.73 | 135,725 | 75.86 |
| Kohmann Bosshard Financial Services, LLC | 139,607 | 62.73 | 148,171 | 75.86 |
| Pittenger & Anderson Inc | 130,335 | 62.73 | 129,541 | 75.86 |
| HB Wealth Management, LLC | 128,449 | 62.73 | 45,413 | 75.86 |
| Arbor Trust Wealth Advisors, Llc | 115,337 | 62.73 | 113,676 | 75.86 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 5,339 | 78.29 | 5,345 | 75.77 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Oak Asset Management, LLC | 101,807 | 62.73 |
| Flagship Harbor Advisors, Llc | 10,558 | 62.70 |
| Cordasco Financial Network | 20 | 50.00 |
| Name | Shares | PPS |
|---|---|---|
| Cedar Mountain Advisors, LLC | 8 | 125.00 |
| Retirement Planning Group | 3,068 | 75.95 |
| Financial Management Network Inc | 2,651 | 76.57 |
| Sound Income Strategies, LLC | 22 | 90.91 |
| Minot Wealth Management LLC | 31,000 | 75.87 |
| Gradient Investments LLC | 22 | 90.91 |
| Orser Capital Management, Llc | 3,746 | 75.81 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Advisory Alpha, LLC | 1,292,313 | 62.73 | 1,257,408 | 75.86 |
| Brookstone Capital Management | 534,453 | 64.47 | 656,072 | 73.93 |
| BerganKDV Wealth Management, LLC | 231,751 | 62.73 | 229,531 | 75.86 |
| Vista Private Wealth Partners. LLC | 228,209 | 63.25 | 225,254 | 76.27 |
| Newton One Investments LLC | 210,704 | 62.73 | 212,898 | 75.86 |
| Cambridge Investment Research Advisors, Inc. | 178,376 | 62.73 | 177,703 | 75.86 |
| Omega Financial Group, LLC | 176,396 | 62.73 | 176,820 | 75.86 |
| Harbor Group, Inc. | 176,375 | 62.73 | 177,144 | 75.86 |
| Valley National Advisers Inc | 171,381 | 64.72 | 164,869 | 75.86 |
| Revolve Wealth Partners, LLC | 170,766 | 62.73 | 175,971 | 75.86 |
| Private Advisor Group, LLC | 168,391 | 62.73 | 216,161 | 75.86 |
| Triangle Securities Wealth Management | 167,371 | 62.73 | 166,631 | 75.86 |
| Koshinski Asset Management, Inc. | 151,427 | 0.06 | 147,847 | 75.86 |
| Miracle Mile Advisors, LLC | 148,003 | 62.73 | 132,061 | 75.86 |
| Affinity Capital Advisors, LLC | 141,407 | 62.73 | 135,725 | 75.86 |
| Pittenger & Anderson Inc | 130,335 | 62.73 | 129,541 | 75.86 |
| HB Wealth Management, LLC | 128,449 | 62.73 | 45,413 | 75.86 |
| Arbor Trust Wealth Advisors, Llc | 115,337 | 62.73 | 113,676 | 75.86 |
| Youngs Advisory Group, Inc. | 113,798 | 62.73 | 101,094 | 75.86 |
| Trinity Legacy Partners, LLC | 104,697 | 63.65 | 104,793 | 75.86 |
| Relaxing Retirement Coach | 104,159 | 62.73 | 107,782 | 75.86 |
| EWG Elevate Inc. | 103,406 | 62.73 | 101,938 | 75.86 |
| Sightline Wealth Advisors, LLC | 103,159 | 62.46 | 103,283 | 75.86 |
| Procyon Private Wealth Partners, LLC | 91,109 | 62.73 | 54,706 | 75.86 |
| Krilogy Financial LLC | 90,849 | 62.73 | 94,275 | 75.85 |
| John W. Brooker & Co., CPAs | 85,481 | 62.73 | 84,720 | 75.86 |
| Hilltop Wealth Advisors, Llc | 74,328 | 62.74 | 65,439 | 75.86 |
| Allworth Financial LP | 71,600 | 62.72 | 40,191 | 75.86 |
| Red Door Wealth Management, LLC | 66,073 | 62.72 | 65,523 | 75.85 |
| YHB Investment Advisors, Inc. | 61,182 | 62.73 | 64,778 | 75.86 |
| Schneider Downs Wealth Management Advisors, LP | 61,068 | 62.73 | 55,585 | 75.87 |
| Everhart Financial Group, Inc. | 59,314 | 62.73 | 59,641 | 75.85 |
| Sargent Bickham Lagudis LLC | 58,606 | 62.72 | 58,630 | 75.87 |
| Marquette Asset Management, LLC | 57,161 | 62.74 | 70,977 | 75.86 |
| Juncture Wealth Strategies, Llc | 50,394 | 62.73 | 27,190 | 75.87 |
| LifeSteps Financial, Inc. | 34,135 | 62.72 | 37,945 | 75.85 |
| Wbh Advisory Inc | 32,548 | 63.66 | 23,187 | 72.24 |
| Flower City Capital | 31,876 | 62.74 | 38,252 | 75.87 |
| YorkBridge Wealth Partners, LLC | 30,397 | 62.74 | 30,266 | 75.86 |
| Global Retirement Partners, LLC | 24,369 | 62.74 | 24,694 | 66.45 |
| McAdam, LLC | 20,495 | 62.75 | 15,692 | 75.83 |
| Arkansas Financial Group, Inc. | 19,135 | 62.71 | 19,079 | 75.84 |
| Chandler Asset Management, Inc. | 17,209 | 62729.68 | 17,132 | 75859.44 |
| Domani Wealth, LLC | 16,258 | 62.74 | 16,195 | 75.89 |
| Benchmark Wealth Management, LLC | 15,063 | 62.74 | 15,063 | 75.88 |
| Arlington Financial Advisors, LLC | 14,009 | 62.75 | 12,981 | 75.88 |
| Sigma Investment Counselors Inc | 11,982 | 62.76 | 11,806 | 75.89 |
| Pennsylvania Capital Management Inc /adv | 11,874 | 62.74 | 10,706 | 75.85 |
| Diligent Investors, LLC | 11,597 | 62.69 | 11,597 | 75.88 |
| Orion Portfolio Solutions, LLC | 11,178 | 62.71 | 11,696 | 75.84 |
| Compass Advisory Group LLC | 9,924 | 62.78 | 6,925 | 75.81 |
| Parkside Financial Bank & Trust | 9,694 | 62.72 | 9,398 | 75.87 |
| Wilson & Boucher Capital Management, LLC | 8,830 | 62.74 | 8,830 | 75.88 |
| Zhang Financial LLC | 8,645 | 62.70 | 10,505 | 75.87 |
| Wedmont Private Capital | 6,769 | 62.79 | 6,971 | 76.46 |
| Gillespie Robinson & Grimm Inc | 6,620 | 62.69 | 6,620 | 75.83 |
| First National Bank of Mount Dora, Trust Investment Services | 6,486 | 62.75 | 3,000 | 76.00 |
| HYA Advisors, Inc | 6,391 | 62.74 | 6,857 | 75.83 |
| Acropolis Investment Management, LLC | 6,390 | 62.75 | 3,250 | 76.00 |
| Newman & Schimel, LLC | 5,663 | 62.69 | 6,176 | 75.94 |
| Raymond James Trust N.a. | 5,335 | 62.79 | 5,335 | 75.91 |
| RBA Wealth Management, LLC | 4,669 | 62.75 | 4,804 | 75.77 |
| CVA Family Office, LLC | 4,570 | 62.80 | 4,567 | 75.76 |
| Stillwater Capital Advisors, LLC | 4,305 | 62.72 | 4,305 | 75.96 |
| Elmwood Wealth Management, Inc. | 4,200 | 62.62 | 4,200 | 75.95 |
| Keystone Wealth Services, LLC | 4,147 | 62.70 | 6,583 | 75.80 |
| Optimum Investment Advisors | 2,965 | 62.73 | 2,907 | 76.02 |
| RWM Asset Management, LLC | 2,232 | 62.72 | 3,299 | 75.78 |
| Contravisory Investment Management, Inc. | 1,932 | 62.63 | 1,734 | 76.12 |
| Kathleen S. Wright Associates Inc. | 1,795 | 62.95 | 1,929 | 75.69 |
| Burleson & Company, LLC | 936 | 63.03 | 932 | 76.18 |
| Hoese & Co LLP | 800 | 62.50 | 800 | 76.25 |
| Strategic Asset Management, LLC | 336 | 62.50 | 336 | 74.40 |
| Atticus Wealth Management, Llc | 284 | 63.38 | 284 | 77.46 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 5,339 | 78.29 | 5,345 | 75.77 |
| 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 |
|---|