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 | 636 | 142.00 | 49.54 | 58.92 |
| Previous Quarter | 671 | 141.00 | 49.54 | 58.99 |
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 | 11 | 140 | 56 | 3 | 18 | 35 |
| 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 | 7 | 3 | 42 | 3 | 13 | 29 |
| 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 | 258 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 258 | 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 |
|---|---|---|
| Bank Of America Corp /de/ | 27,335,878 | 49.54 |
| Jpmorgan Chase & Co | 18,559,457 | 49.54 |
| Ameriprise Financial Inc | 9,126,374 | 49.37 |
| Sei Investments Co | 6,440,258 | 49.55 |
| Charles Schwab Investment Management Inc | 2,174,533 | 49.54 |
| Franklin Resources Inc | 2,074,670 | 49.54 |
| Stifel Financial Corp | 2,014,831 | 49.54 |
| Alesco Advisors Llc | 1,678,721 | 49.54 |
| Envestnet Asset Management Inc | 1,633,491 | 49.54 |
| Krane Funds Advisors LLC | 1,494,950 | 49.54 |
| KRBN - KFA Global Carbon ETF | 1,494,950 | 49.54 |
| Tradewinds Capital Management, LLC | 1,354,569 | 49.54 |
| ATACX - ATAC Rotation Fund Investor Class Shares | 1,253,860 | 50.25 |
| 55i, Llc | 1,199,225 | 49.54 |
| DAVENPORT & Co LLC | 1,058,386 | 49.54 |
| EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 950,000 | 49.54 |
| Quantum Capital Management, LLC / NJ | 907,894 | 49.54 |
| Assetmark, Inc | 880,669 | 49.54 |
| Pnc Financial Services Group, Inc. | 863,535 | 49.54 |
| Morningstar Funds Trust - Morningstar Total Return Bond Fund | 845,934 | 49.28 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 27,335,878 | 49.54 |
| Jpmorgan Chase & Co | 18,559,457 | 49.54 |
| Ameriprise Financial Inc | 9,126,374 | 49.37 |
| Sei Investments Co | 6,440,258 | 49.55 |
| Charles Schwab Investment Management Inc | 2,174,533 | 49.54 |
| Franklin Resources Inc | 2,074,670 | 49.54 |
| Stifel Financial Corp | 2,014,831 | 49.54 |
| Alesco Advisors Llc | 1,678,721 | 49.54 |
| Envestnet Asset Management Inc | 1,633,491 | 49.54 |
| Krane Funds Advisors LLC | 1,494,950 | 49.54 |
| KRBN - KFA Global Carbon ETF | 1,494,950 | 49.54 |
| Tradewinds Capital Management, LLC | 1,354,569 | 49.54 |
| ATACX - ATAC Rotation Fund Investor Class Shares | 1,253,860 | 50.25 |
| 55i, Llc | 1,199,225 | 49.54 |
| DAVENPORT & Co LLC | 1,058,386 | 49.54 |
| EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 950,000 | 49.54 |
| Quantum Capital Management, LLC / NJ | 907,894 | 49.54 |
| Assetmark, Inc | 880,669 | 49.54 |
| Pnc Financial Services Group, Inc. | 863,535 | 49.54 |
| Edgehill Endowment Partners, LLC | 809,180 | 49.54 |
| Name | Shares | PPS |
|---|---|---|
| Morningstar Funds Trust - Morningstar Total Return Bond Fund | 845,934 | 49.28 |
| Oak Asset Management, LLC | 424,499 | 49.19 |
| Newman & Schimel, LLC | 101,494 | 49.19 |
| Five Oceans Advisors | 17,255 | 49.20 |
| Vista Private Wealth Partners. LLC | 12,687 | 49.34 |
| SAVN - LifeGoal Conservative Wealth Builder ETF | 2,392 | 49.33 |
| HOM - LifeGoal Home Down Payment Investment ETF | 1,638 | 49.45 |
| Atticus Wealth Management, Llc | 190 | 47.37 |
| ACG Wealth | 141 | 49.65 |
| M&r Capital Management Inc | 43 | 46.51 |
| Gradient Investments LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Qci Asset Management Inc/ny | 278,890 | 51.19 |
| Hatton Consulting, Inc. | 226,282 | 51.19 |
| LifeSteps Financial, Inc. | 85,955 | 49.54 |
| Calton & Associates, Inc. | 29,212 | 49.53 |
| Optimal Asset Management, Inc. | 27,807 | 51.17 |
| Landsberg, Bennett, & Dubbaneh LLC | 26,083 | 51.22 |
| Pacific Edge Advisors, LLC | 25,100 | 51.20 |
| McMahon Financial Advisors, LLC | 22,437 | 1.07 |
| Harborview Advisors, LLC | 11,498 | 51.23 |
| Mid Atlantic Financial Management Inc/adv | 10,956 | 51.20 |
| IFP Advisors, Inc | 10,206 | 51.05 |
| HB Wealth Management, LLC | 7,901 | 49.49 |
| SageGuard Financial Group, LLC | 6,030 | 51.24 |
| Homrich & Berg | 4,959 | 51.22 |
| Sonora Investment Management, LLC | 1,600 | 51.25 |
| Carroll Financial Associates, Inc. | 1,452 | 50.28 |
| Heritage Wealth Management, Llc | 1,168 | 51.37 |
| Parallel Advisors, LLC | 1,048 | 49.62 |
| SVOL - Simplify Volatility Premium ETF | 1,000 | 51.00 |
| Future Financial Wealth Managment LLC | 968 | 49.59 |
| Filbrandt Wealth Management, LLC | 390 | 51.28 |
| Red Door Wealth Management, LLC | ||
| Enterprise Financial Services Corp | ||
| Lloyd Advisory Services, LLC. | ||
| Bessemer Group Inc | ||
| Center for Financial Planning, Inc. | ||
| Shakespeare Wealth Management, Inc. | ||
| Bragg Financial Advisors, Inc | ||
| Bedel Financial Consulting, Inc. | ||
| Millennium Management Llc | ||
| Ellis Investment Partners, LLC | ||
| Paradigm, Strategies in Wealth Management, LLC | ||
| Deutsche Bank Ag\ | ||
| Arjuna Capital | ||
| Ten Capital Wealth Advisors, LLC | ||
| American Investment Services, Inc. | ||
| Williams Financial, LLC | ||
| Proquility Private Wealth Partners, LLC | ||
| Lester Murray Antman dba SimplyRich | ||
| Ferris Capital, Llc | ||
| Blue Bell Private Wealth Management, Llc | ||
| Investment Research & Advisory Group, Inc. | ||
| Truvestments Capital Llc | ||
| Timber Creek Capital Management LLC | ||
| Jfs Wealth Advisors, Llc | ||
| BCJ Capital Management, LLC | ||
| Beck Mack & Oliver Llc | ||
| Ancora Advisors, LLC | ||
| GWM Advisors LLC | ||
| Tarbox Family Office, Inc. | ||
| Onyx Bridge Wealth Group LLC | ||
| Pathstone Family Office, Llc | ||
| Bnp Paribas Arbitrage, Sa | ||
| Level Financial Advisors, Inc. | ||
| NovaPoint Capital, LLC | ||
| Advisory Services Network, LLC | ||
| Spectrum Asset Management, Inc. (NB/CA) | ||
| Arlington Partners LLC | ||
| Westwood Holdings Group Inc | ||
| Delta Asset Management Llc/tn | ||
| Minichmacgregor Wealth Management, Llc | ||
| MidWestOne Financial Group, Inc. | ||
| Gradient Capital Advisors, LLC | ||
| Ibex Wealth Advisors | ||
| Ironwood Financial, llc | ||
| Renaissance Technologies Llc | ||
| Capital Planning LLC | ||
| Robertson Stephens Wealth Management, LLC | ||
| Carlson Capital Management | ||
| Cedar Mountain Advisors, LLC | ||
| Shepherd Kaplan Krochuk, Llc | ||
| Total Clarity Wealth Management, Inc. | ||
| Frontier Wealth Management LLC | ||
| NorthRock Partners, LLC | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Eidelman Virant Capital | ||
| Snowden Capital Advisors LLC | ||
| True Link Financial Advisors, LLC | ||
| Procyon Private Wealth Partners, LLC | ||
| Cetera Advisors LLC | ||
| Empirical Finance, LLC | ||
| Parsons Capital Management Inc/ri | ||
| Twin Focus Capital Partners, Llc | ||
| Amplius Wealth Advisors, LLC | ||
| Riverwater Partners LLC | ||
| Coldstream Capital Management Inc | ||
| Menlo Advisors Llc | ||
| Triumph Capital Management | ||
| Aprio Wealth Management, LLC | ||
| Apollon Wealth Management, LLC | ||
| Wealth Enhancement Advisory Services, Llc | ||
| Barrett Asset Management, LLC | ||
| Whittier Trust Co | ||
| Fieldpoint Private Securities, LLC | ||
| Klingman & Associates, LLC | ||
| Summit Trail Advisors, Llc | ||
| Camelot Portfolios, LLC | ||
| Associated Banc-corp | ||
| Fifth Third Securities, Inc. | ||
| CNB Bank | ||
| Kestra Private Wealth Services, Llc | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Sound Income Strategies, LLC | ||
| YHB Investment Advisors, Inc. | ||
| Moneta Group Investment Advisors Llc | ||
| Kowal Investment Group, LLC | ||
| West Financial Advisors, LLC | ||
| Qube Research & Technologies Ltd | ||
| Angeles Investment Advisors, LLC | ||
| Taddei, Ludwig & Associates, Inc. | ||
| Fifth Third Bancorp | ||
| Jackson Creek Investment Advisors LLC | ||
| Mengis Capital Management, Inc. | ||
| SimpliFi, Inc. | ||
| Liberty Wealth Management Llc | ||
| TAP Consulting, LLC | ||
| Schneider Downs Wealth Management Advisors, LP | ||
| Summit Financial Wealth Advisors, LLC | ||
| Charter Oak Capital Management, LLC | ||
| Glassman Wealth Services | ||
| Intrua Financial, LLC | ||
| Nvwm, Llc | ||
| Orion Portfolio Solutions, LLC | ||
| NextCapital Advisers, Inc. | ||
| Chicago Partners Investment Group LLC | ||
| Market Street Wealth Management Advisors Llc | ||
| Steel Peak Wealth Management LLC | ||
| Smart Portfolios, LLC | ||
| Harwood Advisory Group, LLC | ||
| Two Sigma Securities, Llc | ||
| PFG Advisors | ||
| Bouchey Financial Group Ltd | ||
| Capital Analysts, Inc. | ||
| Modera Wealth Management, LLC | ||
| First Horizon Advisors, Inc. | ||
| Financial Management Professionals, Inc. | ||
| Huntington National Bank | ||
| Aspire Private Capital, LLC | ||
| West Oak Capital, LLC | ||
| CoreCap Advisors, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Apella Capital, LLC | 643,730 | 49.19 | 674,445 | 49.54 |
| Traverso Chambers Private Wealth Management, LLC | 595,719 | 49.19 | 626,980 | 49.54 |
| Morningstar Funds Trust - Morningstar Defensive Bond Fund | 496,706 | 49.28 | 484,559 | 50.48 |
| West Coast Financial LLC | 421,772 | 49.19 | 248,170 | 49.54 |
| Sterling Investment Management, Inc. | 379,733 | 49.19 | 242,393 | 49.54 |
| Stephens Group Asset Management, Llc | 339,792 | 49.30 | 355,762 | 49.54 |
| Cambridge Investment Research Advisors, Inc. | 339,449 | 49.19 | 289,026 | 49.54 |
| Wbh Advisory Inc | 170,641 | 49.09 | 136,064 | 49.35 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 133,782 | 49.07 | 126,699 | 49.36 |
| Private Advisor Group, LLC | 122,800 | 49.19 | 125,573 | 49.54 |
| Boenning & Scattergood, Inc. | 109,851 | 49.19 | 109,661 | 49.54 |
| Cliftonlarsonallen Wealth Advisors, Llc | 108,841 | 49.19 | 100,816 | 49.54 |
| Modus Advisors, LLC | 105,758 | 49.19 | 108,294 | 49.54 |
| McBroom & Associates, LLC | 79,091 | 49.18 | 92,581 | 49.54 |
| Prairiewood Capital, LLC | 77,611 | 49.19 | 81,626 | 49.54 |
| DBK Financial Counsel, LLC | 75,025 | 49.18 | 93,823 | 49.54 |
| Krilogy Financial LLC | 64,548 | 49.19 | 162,719 | 49.54 |
| Diversified Trust Co | 61,701 | 49.19 | 69,140 | 49.54 |
| Koshinski Asset Management, Inc. | 45,061 | 0.04 | 48,172 | 49.53 |
| Elmwood Wealth Management, Inc. | 40,058 | 49.18 | 40,058 | 49.53 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 419,976 | 51.22 | 331,371 | 49.54 |
| B&D White Capital Company, LLC | 60,383 | 49.19 | 0 | |
| Guardian Financial Partners, LLC | 9,130 | 49.18 | 8,051 | 48.69 |
| 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 | 424,499 | 49.19 |
| Newman & Schimel, LLC | 101,494 | 49.19 |
| Five Oceans Advisors | 17,255 | 49.20 |
| Vista Private Wealth Partners. LLC | 12,687 | 49.34 |
| Atticus Wealth Management, Llc | 190 | 47.37 |
| ACG Wealth | 141 | 49.65 |
| Gradient Investments LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Calton & Associates, Inc. | 29,212 | 49.53 |
| HB Wealth Management, LLC | 7,901 | 49.49 |
| LifeSteps Financial, Inc. | 85,955 | 49.54 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Traverso Chambers Private Wealth Management, LLC | 595,719 | 49.19 | 626,980 | 49.54 |
| West Coast Financial LLC | 421,772 | 49.19 | 248,170 | 49.54 |
| Cambridge Investment Research Advisors, Inc. | 339,449 | 49.19 | 289,026 | 49.54 |
| Wbh Advisory Inc | 170,641 | 49.09 | 136,064 | 49.35 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 133,782 | 49.07 | 126,699 | 49.36 |
| Private Advisor Group, LLC | 122,800 | 49.19 | 125,573 | 49.54 |
| Boenning & Scattergood, Inc. | 109,851 | 49.19 | 109,661 | 49.54 |
| McBroom & Associates, LLC | 79,091 | 49.18 | 92,581 | 49.54 |
| Prairiewood Capital, LLC | 77,611 | 49.19 | 81,626 | 49.54 |
| DBK Financial Counsel, LLC | 75,025 | 49.18 | 93,823 | 49.54 |
| Krilogy Financial LLC | 64,548 | 49.19 | 162,719 | 49.54 |
| Diversified Trust Co | 61,701 | 49.19 | 69,140 | 49.54 |
| Koshinski Asset Management, Inc. | 45,061 | 0.04 | 48,172 | 49.53 |
| Elmwood Wealth Management, Inc. | 40,058 | 49.18 | 40,058 | 49.53 |
| Planned Solutions, Inc. | 38,498 | 49.20 | 42,798 | 49.54 |
| Brookstone Capital Management | 37,272 | 49.07 | 47,918 | 49.36 |
| Juncture Wealth Strategies, Llc | 31,074 | 49.21 | 50,795 | 49.53 |
| Roberts Wealth Advisors, LLC | 30,224 | 49.07 | 30,649 | 49.40 |
| Weitzel Financial Services, Inc. | 26,866 | 49.21 | 32,484 | 49.53 |
| Domani Wealth, LLC | 26,658 | 49.18 | 335,971 | 49.54 |
| RHS Financial, LLC | 22,819 | 49.17 | 19,378 | 49.54 |
| Valley National Advisers Inc | 13,662 | 49.11 | 86,843 | 49.54 |
| Sightline Wealth Advisors, LLC | 12,723 | 49.20 | 12,785 | 49.51 |
| Friedenthal Financial | 12,704 | 49.20 | 41,098 | 49.54 |
| My Legacy Advisors, LLC | 11,810 | 49.11 | 20,167 | 49.54 |
| Diligent Investors, LLC | 11,416 | 49.23 | 12,530 | 49.56 |
| Marquette Asset Management, LLC | 11,000 | 49.18 | 33,209 | 49.53 |
| Evanson Asset Management, LLC | 10,868 | 49.23 | 11,029 | 49.51 |
| Relaxing Retirement Coach | 8,807 | 49.17 | 10,980 | 49.54 |
| Austin Asset Management Co Inc | 8,728 | 49.15 | 8,533 | 49.57 |
| CVA Family Office, LLC | 7,399 | 49.20 | 7,419 | 49.60 |
| RDA Financial Network | 7,300 | 49.18 | 13,573 | 49.51 |
| Vista Wealth Management Group, LLC | 5,843 | 49.12 | 5,763 | 49.63 |
| Contravisory Investment Management, Inc. | 5,695 | 49.17 | 5,695 | 49.52 |
| Dividend Asset Capital, Llc | 5,500 | 49.27 | 6,300 | 49.52 |
| EWG Elevate Inc. | 5,161 | 49.22 | 5,704 | 49.61 |
| Global Retirement Partners, LLC | 4,897 | 49.21 | 4,750 | 49.47 |
| Dock Street Asset Management Inc | 4,867 | 49.11 | 35,011 | 49.53 |
| Alaska Permanent Capital Management | 3,950 | 49.11 | 3,950 | 49.37 |
| Sargent Bickham Lagudis LLC | 3,279 | 49.10 | 3,291 | 49.53 |
| Optimum Investment Advisors | 2,490 | 49.00 | 2,490 | 49.40 |
| BerganKDV Wealth Management, LLC | 111 | 45.05 | 156 | 51.28 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 419,976 | 51.22 | 331,371 | 49.54 |
| B&D White Capital Company, LLC | 60,383 | 49.19 | 0 | |
| Guardian Financial Partners, LLC | 9,130 | 49.18 | 8,051 | 48.69 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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