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 393 224.00 53.25 95.65
Previous Quarter 410 387.00 53.25 95.33

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 8 91 35 0 16 17
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 4 4 24 0 12 11
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 860 0.00 0.00 0 0.00 0.00
Previous Quarter 860 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
Jpmorgan Chase & Co 16,262,876 53.25
Charles Schwab Investment Advisory, Inc. 13,385,496 53.25
Royal Bank Of Canada 5,354,719 53.25
Stifel Financial Corp 2,518,779 53.25
Madison Asset Management, LLC 2,350,241 53.25
State Street Corp 1,450,000 53.25
Morningstar Investment Management LLC 1,240,757 53.25
BerganKDV Wealth Management, LLC 1,161,481 51.60
Charles Schwab Investment Management Inc 1,054,084 53.25
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 950,000 53.25
Ameriprise Financial Inc 889,953 53.21
Your Advocates Ltd., LLP 817,695 53.25
Allspring Global Investments Holdings, LLC 722,037 53.25
Envestnet Asset Management Inc 684,296 53.25
Assetmark, Inc 663,361 53.25
Financial Engines Advisors L.L.C. 620,046 53.25
Wealth Enhancement Advisory Services, Llc 609,513 52.76
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 581,975 53.25
55i, Llc 570,858 53.25
Verdad Advisers, LP 550,000 53.25

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
Jpmorgan Chase & Co 16,262,876 53.25
Charles Schwab Investment Advisory, Inc. 13,385,496 53.25
Royal Bank Of Canada 5,354,719 53.25
Stifel Financial Corp 2,518,779 53.25
Madison Asset Management, LLC 2,350,241 53.25
State Street Corp 1,450,000 53.25
Morningstar Investment Management LLC 1,240,757 53.25
BerganKDV Wealth Management, LLC 1,110,934 53.25
Charles Schwab Investment Management Inc 1,054,084 53.25
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 950,000 53.25
Ameriprise Financial Inc 889,953 53.21
Your Advocates Ltd., LLP 817,695 53.25
Morningstar Funds Trust - Morningstar Total Return Bond Fund 777,010 55.24
Allspring Global Investments Holdings, LLC 722,037 53.25
Envestnet Asset Management Inc 684,296 53.25
Assetmark, Inc 663,361 53.25
Financial Engines Advisors L.L.C. 620,046 53.25
Wealth Enhancement Advisory Services, Llc 609,513 52.76
Morningstar Funds Trust - Morningstar Defensive Bond Fund 582,555 55.24
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 581,975 53.25

 

Recent Quarter Analysis

Name Shares PPS
MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 204,327 51.75
MCNBX - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 157,462 51.75
MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 64,306 51.75
Bridge Advisory, LLC 9,515 51.60
RDA Financial Network 6,358 51.59
Lbmc Investment Advisors, Llc 5,194 51.60
Oak Asset Management, LLC 4,093 51.55
Strategic Asset Management, LLC 51 58.82
Name Shares PPS
Qci Asset Management Inc/ny 376,655 56.71
Sterling Investment Management, Inc. 105,187 53.25
McMahon Financial Advisors, LLC 26,718 1.09
Optimal Asset Management, Inc. 23,997 56.72
Homrich & Berg 23,639 56.73
Range Financial Group LLC 8,051 53.29
Marquette Asset Management, LLC 2,128 53.10
Sonora Investment Management, LLC 1,150 56.52
Parallel Advisors, LLC 259 54.05
IFP Advisors, Inc 75 53.33
Lowe Wealth Advisors, LLC 49 61.22
Global Trust Asset Management, LLC 42 47.62
Herold Advisors, Inc. 37 53243.24
TrueWealth Advisors, LLC
Eaton Vance Management
We Are One Seven, LLC
Fifth Third Bancorp
Filbrandt Wealth Management, LLC
Baird Financial Group, Inc.
First Command Advisory Services, Inc.
Choate Investment Advisors
Arjuna Capital
Slow Capital, Inc.
Bedel Financial Consulting, Inc.
Two Sigma Securities, Llc
True Link Financial Advisors, LLC
Bond & Devick Financial Network, Inc.
Shakespeare Wealth Management, Inc.
Intersect Capital LLC
Delta Investment Management, LLC
RFG Advisory, LLC
Deutsche Bank Ag\
Putnam Fl Investment Management Co
Farmers & Merchants Investments Inc
Kaizen Financial Strategies
Stonehearth Capital Management, LLC
CVA Family Office, LLC
Cahill Financial Advisors Inc
Triumph Capital Management
Members Advisory Group LLC
Millennium Management Llc
Laurel Wealth Advisors, Inc.
Renaissance Technologies Llc
Qube Research & Technologies Ltd
Old Mission Capital Llc
Sowell Financial Services LLC
Marshall Financial Group LLC
Old North State Trust, LLC
Wesbanco Bank Inc
MidWestOne Financial Group, Inc.
Trust Co Of Vermont
Ellevest, Inc.
Lenox Wealth Advisors, LLC
Comprehensive Financial Consultants Institutional, Inc.
Strategic Blueprint, LLC
Henrickson Nauta Wealth Advisors, Inc.
Vigilant Capital Management, LLC
Kowal Investment Group, LLC
MONECO Advisors, LLC
Act Two Investors Llc
Glassman Wealth Services
ProVise Management Group, LLC
Capital One Financial Corp
Palladium Partners Llc
Clean Yield Group
Baker Tilly Financial, Llc
Sargent Bickham Lagudis LLC
Sierra Capital LLC
Arkadios Wealth Advisors
Tfo-tdc, Llc
Taylor, Cottrill, Erickson & Associates, Inc.
Litman Gregory Asset Management LLC
Collaborative Investment Series Trust - Mindful Conservative ETF
Bessemer Group Inc
Total Clarity Wealth Management, Inc.
Pring Turner Capital Group Inc
Gerber Kawasaki Wealth & Investment Management
Lakeview Capital Partners, LLC
Pacific Center for Financial Services
Barclays Plc
Flow Traders U.s. Llc
CoreCap Advisors, LLC
Huntington National Bank
Charles Schwab Trust Co
Barrett Asset Management, LLC
Horan Securities, Inc.
Steel Peak Wealth Management LLC
Antonetti Capital Management LLC
Jacobi Capital Management LLC
Liberty Wealth Management Llc
Enterprise Financial Services Corp
Name Current Shares Current PPS Previous Shares Previous PPS
BerganKDV Wealth Management, LLC 1,161,481 51.60 1,110,934 53.25
Morningstar Funds Trust - Morningstar Defensive Bond Fund 334,836 51.75 582,555 55.24
West Coast Financial LLC 323,307 51.60 269,591 53.25
Morningstar Funds Trust - Morningstar Total Return Bond Fund 321,586 51.75 777,010 55.24
Beacon Wealthcare LLC 277,072 51.60 248,324 53.25
QAI - IQ Hedge Multi-Strategy Tracker ETF 199,805 51.75 157,404 55.24
Resonant Capital Advisors, LLC 182,395 51.60 224,944 52.79
Wbh Advisory Inc 163,608 51.51 171,407 51.94
McAdam, LLC 139,782 51.60 186,395 53.25
Advisory Alpha, LLC 126,606 51.60 132,878 53.25
Cambridge Investment Research Advisors, Inc. 114,792 51.60 125,661 53.25
DFHY - TrimTabs Donoghue Forlines Tactical High Yield ETF 97,562 51.75 185,642 55.24
Diligent Investors, LLC 83,166 51.60 86,906 53.25
RHS Financial, LLC 71,965 51.59 62,674 53.24
Koshinski Asset Management, Inc. 30,618 0.07 30,596 53.24
Allworth Financial LP 16,936 51.61 10,863 53.21
HB Wealth Management, LLC 11,801 51.61 14,896 53.24
Evanson Asset Management, LLC 10,711 51.63 10,675 53.21
Juncture Wealth Strategies, Llc 10,264 51.64 25,797 53.26
QMN - IQ Hedge Market Neutral Tracker ETF 10,059 51.79 5,128 55.19
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
West Coast Financial LLC 53,716 323,307 51.60 269,591 53.25 19.92
BerganKDV Wealth Management, LLC 50,547 1,161,481 51.60 1,110,934 53.25 4.55
QAI - IQ Hedge Multi-Strategy Tracker ETF 42,401 199,805 51.75 157,404 55.24 26.94
Beacon Wealthcare LLC 28,748 277,072 51.60 248,324 53.25 11.58
RHS Financial, LLC 9,291 71,965 51.59 62,674 53.24 14.82
Allworth Financial LP 6,073 16,936 51.61 10,863 53.21 55.91
QMN - IQ Hedge Market Neutral Tracker ETF 4,931 10,059 51.79 5,128 55.19 96.16
Kathleen S. Wright Associates Inc. 2,979 5,337 51.53 2,358 53.44 126.34
Zhang Financial LLC 1,170 9,914 51.64 8,744 53.29 13.38
MCRO - IQ Hedge Macro Tracker ETF 281 1,128 51.42 847 55.49 33.18
Global Retirement Partners, LLC 100 3,370 51.63 3,270 52.29 3.06
Financial Management Professionals, Inc. 43 54 55.56 11 90.91 390.91
Evanson Asset Management, LLC 36 10,711 51.63 10,675 53.21 0.34
Koshinski Asset Management, Inc. 22 30,618 0.07 30,596 53.24 0.07
RGT Wealth Advisors, LLC 13 3,576 51.73 3,563 53.33 0.36
Relaxing Retirement Coach 2 3,867 51.72 3,865 53.30 0.05
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morningstar Funds Trust - Morningstar Total Return Bond Fund 455,424 321,586 51.75 777,010 55.24 -58.61
Morningstar Funds Trust - Morningstar Defensive Bond Fund 247,719 334,836 51.75 582,555 55.24 -42.52
DFHY - TrimTabs Donoghue Forlines Tactical High Yield ETF 88,080 97,562 51.75 185,642 55.24 -47.45
McAdam, LLC 46,613 139,782 51.60 186,395 53.25 -25.01
Resonant Capital Advisors, LLC 42,549 182,395 51.60 224,944 52.79 -18.92
Juncture Wealth Strategies, Llc 15,533 10,264 51.64 25,797 53.26 -60.21
Cambridge Investment Research Advisors, Inc. 10,869 114,792 51.60 125,661 53.25 -8.65
Wbh Advisory Inc 7,799 163,608 51.51 171,407 51.94 -4.55
Advisory Alpha, LLC 6,272 126,606 51.60 132,878 53.25 -4.72
Diligent Investors, LLC 3,740 83,166 51.60 86,906 53.25 -4.30
HB Wealth Management, LLC 3,095 11,801 51.61 14,896 53.24 -20.78
Upper Left Wealth Management, LLC 2,769 5,045 51.54 7,814 52.73 -35.44
Brookstone Capital Management 867 4,765 51.21 5,632 52.02 -15.39
Massmutual Trust Co Fsb/adv 420 375 795 -52.83
Krilogy Financial LLC 101 5,440 51.65 5,541 53.24 -1.82
AdvisorNet Financial, Inc 64 1,602 51.81 1,666 53.42 -3.84
Gradient Investments LLC 19 215 51.16 234 51.28 -8.12
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
Bridge Advisory, LLC 9,515 51.60
RDA Financial Network 6,358 51.59
Oak Asset Management, LLC 4,093 51.55
Strategic Asset Management, LLC 51 58.82
Name Shares PPS
Marquette Asset Management, LLC 2,128 53.10
Range Financial Group LLC 8,051 53.29
Global Trust Asset Management, LLC 42 47.62
Herold Advisors, Inc. 37 53243.24
Name Current Shares Current PPS Previous Shares Previous PPS
BerganKDV Wealth Management, LLC 1,161,481 51.60 1,110,934 53.25
West Coast Financial LLC 323,307 51.60 269,591 53.25
Resonant Capital Advisors, LLC 182,395 51.60 224,944 52.79
Wbh Advisory Inc 163,608 51.51 171,407 51.94
McAdam, LLC 139,782 51.60 186,395 53.25
Advisory Alpha, LLC 126,606 51.60 132,878 53.25
Cambridge Investment Research Advisors, Inc. 114,792 51.60 125,661 53.25
Diligent Investors, LLC 83,166 51.60 86,906 53.25
RHS Financial, LLC 71,965 51.59 62,674 53.24
Koshinski Asset Management, Inc. 30,618 0.07 30,596 53.24
Allworth Financial LP 16,936 51.61 10,863 53.21
HB Wealth Management, LLC 11,801 51.61 14,896 53.24
Evanson Asset Management, LLC 10,711 51.63 10,675 53.21
Juncture Wealth Strategies, Llc 10,264 51.64 25,797 53.26
Zhang Financial LLC 9,914 51.64 8,744 53.29
Krilogy Financial LLC 5,440 51.65 5,541 53.24
Kathleen S. Wright Associates Inc. 5,337 51.53 2,358 53.44
Brookstone Capital Management 4,765 51.21 5,632 52.02
Relaxing Retirement Coach 3,867 51.72 3,865 53.30
RGT Wealth Advisors, LLC 3,576 51.73 3,563 53.33
Global Retirement Partners, LLC 3,370 51.63 3,270 52.29
Parkside Financial Bank & Trust 1,025 51.71 1,025 53.66
Gradient Investments LLC 215 51.16 234 51.28
Financial Management Professionals, Inc. 54 55.56 11 90.91
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
West Coast Financial LLC 53,716 323,307 51.60 269,591 53.25 19.92
BerganKDV Wealth Management, LLC 50,547 1,161,481 51.60 1,110,934 53.25 4.55
RHS Financial, LLC 9,291 71,965 51.59 62,674 53.24 14.82
Allworth Financial LP 6,073 16,936 51.61 10,863 53.21 55.91
Kathleen S. Wright Associates Inc. 2,979 5,337 51.53 2,358 53.44 126.34
Zhang Financial LLC 1,170 9,914 51.64 8,744 53.29 13.38
Global Retirement Partners, LLC 100 3,370 51.63 3,270 52.29 3.06
Financial Management Professionals, Inc. 43 54 55.56 11 90.91 390.91
Evanson Asset Management, LLC 36 10,711 51.63 10,675 53.21 0.34
Koshinski Asset Management, Inc. 22 30,618 0.07 30,596 53.24 0.07
RGT Wealth Advisors, LLC 13 3,576 51.73 3,563 53.33 0.36
Relaxing Retirement Coach 2 3,867 51.72 3,865 53.30 0.05
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McAdam, LLC 46,613 139,782 51.60 186,395 53.25 -25.01
Resonant Capital Advisors, LLC 42,549 182,395 51.60 224,944 52.79 -18.92
Juncture Wealth Strategies, Llc 15,533 10,264 51.64 25,797 53.26 -60.21
Cambridge Investment Research Advisors, Inc. 10,869 114,792 51.60 125,661 53.25 -8.65
Wbh Advisory Inc 7,799 163,608 51.51 171,407 51.94 -4.55
Advisory Alpha, LLC 6,272 126,606 51.60 132,878 53.25 -4.72
Diligent Investors, LLC 3,740 83,166 51.60 86,906 53.25 -4.30
HB Wealth Management, LLC 3,095 11,801 51.61 14,896 53.24 -20.78
Brookstone Capital Management 867 4,765 51.21 5,632 52.02 -15.39
Krilogy Financial LLC 101 5,440 51.65 5,541 53.24 -1.82
Gradient Investments LLC 19 215 51.16 234 51.28 -8.12
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