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 | 655 | 150.00 | 50.57 | 50.42 |
| Previous Quarter | 683 | 148.00 | 50.57 | 50.64 |
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 | 7 | 137 | 64 | 2 | 23 | 34 |
| 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 | 5 | 6 | 49 | 2 | 18 | 28 |
| 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 | 36,212 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 36,212 | 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 |
|---|---|---|
| Charles Schwab Investment Management Inc | 19,433,825 | 50.57 |
| CFS Investment Advisory Services, LLC | 13,984,173 | 0.02 |
| Wealth Enhancement Advisory Services, Llc | 5,890,698 | 50.34 |
| Ameriprise Financial Inc | 4,489,764 | 50.15 |
| SWYEX - Schwab Target 2030 Index Fund | 4,341,614 | 50.57 |
| Resources Investment Advisors, LLC. | 3,808,671 | 50.57 |
| SWYDX - Schwab Target 2025 Index Fund | 3,522,057 | 50.57 |
| Milliman Financial Risk Management LLC | 3,408,263 | 50.57 |
| TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 3,408,263 | 50.57 |
| Envestnet Asset Management Inc | 2,854,139 | 50.57 |
| SWYLX - Schwab Target 2020 Index Fund | 2,207,025 | 50.57 |
| SWYFX - Schwab Target 2035 Index Fund | 2,036,298 | 50.57 |
| Financial Engines Advisors L.L.C. | 2,031,388 | 50.57 |
| Avantax Planning Partners, Inc. | 1,916,999 | 50.57 |
| SWYGX - Schwab Target 2040 Index Fund | 1,851,708 | 50.57 |
| Hengehold Capital Management Llc | 1,511,078 | 50.57 |
| McAdam, LLC | 1,421,759 | 47.87 |
| Rockbridge Investment Management, LCC | 1,405,496 | 53.90 |
| Mercer Global Advisors Inc /adv | 1,371,423 | 50.57 |
| Mariner, LLC | 1,260,041 | 50.57 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Charles Schwab Investment Management Inc | 19,433,825 | 50.57 |
| CFS Investment Advisory Services, LLC | 13,984,173 | 0.02 |
| Wealth Enhancement Advisory Services, Llc | 5,890,698 | 50.34 |
| Ameriprise Financial Inc | 4,489,764 | 50.15 |
| SWYEX - Schwab Target 2030 Index Fund | 4,341,614 | 50.57 |
| Resources Investment Advisors, LLC. | 3,808,671 | 50.57 |
| SWYDX - Schwab Target 2025 Index Fund | 3,522,057 | 50.57 |
| Milliman Financial Risk Management LLC | 3,408,263 | 50.57 |
| TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 3,408,263 | 50.57 |
| Envestnet Asset Management Inc | 2,854,139 | 50.57 |
| HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 2,421,495 | 54.20 |
| SWYLX - Schwab Target 2020 Index Fund | 2,207,025 | 50.57 |
| SWYFX - Schwab Target 2035 Index Fund | 2,036,298 | 50.57 |
| Financial Engines Advisors L.L.C. | 2,031,388 | 50.57 |
| Avantax Planning Partners, Inc. | 1,916,999 | 50.57 |
| SWYGX - Schwab Target 2040 Index Fund | 1,851,708 | 50.57 |
| Hengehold Capital Management Llc | 1,511,078 | 50.57 |
| McAdam, LLC | 1,451,172 | 50.57 |
| Rockbridge Investment Management, LCC | 1,405,496 | 53.90 |
| Mercer Global Advisors Inc /adv | 1,371,423 | 50.57 |
| Name | Shares | PPS |
|---|---|---|
| Oak Asset Management, LLC | 63,933 | 47.86 |
| My Legacy Advisors, LLC | 10,984 | 47.89 |
| Aletheian Wealth Advisors LLC | 8,482 | 47.87 |
| Stonehearth Capital Management, LLC | 7,401 | |
| RDA Financial Network | 6,851 | 47.88 |
| Apella Capital, LLC | 4,542 | 47.78 |
| M&r Capital Management Inc | 106 | 47.17 |
| Name | Shares | PPS |
|---|---|---|
| HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 2,421,495 | 54.20 |
| Brio Consultants, LLC | 297,174 | 50.57 |
| Traverso Chambers Private Wealth Management, LLC | 208,615 | 50.57 |
| Pacific Edge Advisors, LLC | 106,450 | 54.26 |
| Heritage Wealth Management, Llc | 73,006 | 54.26 |
| IFP Advisors, Inc | 67,773 | 53.93 |
| Parallel Advisors, LLC | 17,721 | 50.56 |
| Marquette Asset Management, LLC | 17,114 | 50.54 |
| Harborview Advisors, LLC | 15,041 | 54.25 |
| Managed Account Services Inc | 15,015 | 54.28 |
| MA Private Wealth | 12,840 | 50.55 |
| Homrich & Berg | 11,539 | 54.25 |
| Wipfli Financial Advisors Llc, | 9,190 | 50.60 |
| Hurlow Wealth Management Group, Inc. | 7,353 | 50.59 |
| Ameritas Investment Corp | 5,946 | |
| Granite Bay Wealth Management, LLC | 5,068 | 50.51 |
| Filbrandt Wealth Management, LLC | 4,712 | 54.33 |
| Old Dominion Capital Management Inc | 4,180 | 54.31 |
| Youngs Advisory Group, Inc. | 4,070 | 50.61 |
| Rinet Co LLC | 3,758 | 54.28 |
| Future Financial Wealth Managment LLC | 3,031 | 50.48 |
| Carroll Financial Associates, Inc. | 95 | 52.63 |
| Howe & Rusling Inc | ||
| Truvestments Capital Llc | ||
| XML Financial, LLC | ||
| GeoWealth Management, LLC | ||
| Lion Street Advisors, LLC | ||
| Security National Bank Of Sioux City Iowa /ia/ | ||
| Pflug Koory, LLC | ||
| Altus Wealth Group LLC | ||
| Old Port Advisors | ||
| Smith Anglin Financial, LLC | ||
| Tradewinds Capital Management, LLC | ||
| Us Financial Advisors, Llc | ||
| Qube Research & Technologies Ltd | ||
| Newport Wealth Strategies, Inc. | ||
| Liberty Wealth Management Llc | ||
| Park Avenue Securities Llc | ||
| Newbridge Financial Services Group, Inc. | ||
| Eidelman Virant Capital | ||
| Sightline Wealth Advisors, LLC | ||
| Raymond James & Associates | ||
| Snowden Capital Advisors LLC | ||
| Neuberger Berman Group LLC | ||
| Plante Moran Financial Advisors, LLC | ||
| Aquire Wealth Advisors, LLC | ||
| Activest Wealth Management | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Alberta Investment Management Corp | ||
| Glassman Wealth Services | ||
| Visionary Wealth Advisors | ||
| Fundamentun, Llc | ||
| Bnp Paribas Arbitrage, Sa | ||
| Barry Investment Advisors, LLC | ||
| Orgel Wealth Management, LLC | ||
| Pring Turner Capital Group Inc | ||
| InterOcean Capital Group, LLC | ||
| Koss-Olinger Consulting, LLC | ||
| Covenant Multifamily Offices, LLC | ||
| Cedar Wealth Management, LLC | ||
| Running Point Capital Advisors, LLC | ||
| Buckingham Strategic Wealth, Llc | ||
| Ritter Daniher Financial Advisory, Llc | ||
| Citadel Advisors Llc | ||
| Ferris Capital, Llc | ||
| Old Mission Capital Llc | ||
| Acas, Llc | ||
| Ten Capital Wealth Advisors, LLC | ||
| Cordasco Financial Network | ||
| Elmwood Wealth Management, Inc. | ||
| Dynamic Advisor Solutions LLC | ||
| EWG Elevate Inc. | ||
| Fca Corp /tx | ||
| First National Corp /ma/ /adv | ||
| Kings Point Capital Management | ||
| Widmann Financial Services, Inc. | ||
| Vestor Capital, Llc | ||
| Advisory Services Network, LLC | ||
| Walkner Condon Financial Advisors LLC | ||
| First Horizon Advisors, Inc. | ||
| Verity & Verity, LLC | ||
| Fort Pitt Capital Group, Llc | ||
| Capital One Financial Corp | ||
| Well Done, LLC | ||
| Oarsman Capital, Inc. | ||
| Level Financial Advisors, Inc. | ||
| Wrapmanager Inc | ||
| Security National Bank Of So Dak | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Tompkins Financial Corp | ||
| Commerce Bank | ||
| Private Capital Management Llc | ||
| IHT Wealth Management, LLC | ||
| Aevitas Wealth Management, Inc. | ||
| Modera Wealth Management, LLC | ||
| Sage Financial Group Inc | ||
| Barclays Plc | ||
| Two Sigma Securities, Llc | ||
| Ironwood Financial, llc | ||
| Fifth Third Securities, Inc. | ||
| YHB Investment Advisors, Inc. | ||
| Deutsche Bank Ag\ | ||
| Blue Square Asset Management, Llc | ||
| Stephenson National Bank & Trust | ||
| CoreCap Advisors, LLC | ||
| Crestwood Advisors Group LLC | ||
| Iron Horse Wealth Management, LLC | ||
| PFG Advisors | ||
| Bank Of Montreal /can/ | ||
| Capital Asset Advisory Services LLC | ||
| Market Street Wealth Management Advisors Llc | ||
| Red Door Wealth Management, LLC | ||
| Columbus Macro, LLC | ||
| AlphaStar Capital Management, LLC | ||
| G2 Capital Management, Llc / Oh | ||
| Firestone Capital Management | ||
| Members Advisory Group LLC | ||
| Kovitz Investment Group Partners, LLC | ||
| Goldstein Munger & Associates | ||
| Columbia Advisory Partners Llc | ||
| Lakeview Capital Partners, LLC | ||
| Sowell Financial Services LLC | ||
| Rational Advisors Llc | ||
| River Wealth Advisors LLC | ||
| Mission Wealth Management, Lp | ||
| CWA Asset Management Group, LLC | ||
| Enterprise Financial Services Corp | ||
| Stephens Inc /ar/ | ||
| Dixon Hubard Feinour & Brown Inc/va | ||
| WFA of San Diego, LLC | ||
| Lake Street Advisors Group, Llc | ||
| Cubic Asset Management, LLC | ||
| Budros, Ruhlin & Roe, Inc. | ||
| TrinityPoint Wealth, LLC | ||
| Mason & Associates Inc | ||
| Fiduciary Group LLC | ||
| Renaissance Technologies Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| McAdam, LLC | 1,421,759 | 47.87 | 1,451,172 | 50.57 |
| Krilogy Financial LLC | 896,983 | 47.87 | 927,312 | 50.57 |
| Cliftonlarsonallen Wealth Advisors, Llc | 513,294 | 47.87 | 494,338 | 50.57 |
| Kohmann Bosshard Financial Services, LLC | 410,166 | 47.87 | 477,561 | 50.57 |
| Cambridge Investment Research Advisors, Inc. | 283,587 | 47.87 | 283,365 | 50.57 |
| Procyon Private Wealth Partners, LLC | 185,508 | 47.87 | 182,532 | 50.57 |
| MDAKX - MainStay Moderate ETF Allocation Fund Class C | 155,281 | 48.47 | 134,475 | 52.72 |
| Friedenthal Financial | 132,455 | 47.87 | 213,136 | 50.57 |
| Revolve Wealth Partners, LLC | 125,151 | 47.87 | 115,412 | 50.57 |
| Modus Advisors, LLC | 116,683 | 47.87 | 122,019 | 50.57 |
| Spectrum Planning & Advisory Services Inc. | 101,638 | 47.87 | 107,908 | 50.57 |
| MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 101,438 | 48.47 | 91,805 | 52.72 |
| VERITY Wealth Advisors | 91,817 | 47.87 | 104,875 | 50.57 |
| Global Retirement Partners, LLC | 90,238 | 47.87 | 84,833 | 48.81 |
| Sargent Bickham Lagudis LLC | 73,824 | 47.87 | 53,610 | 50.57 |
| Zhang Financial LLC | 69,068 | 47.87 | 55,773 | 50.56 |
| Retirement Planning Group | 66,704 | 47.87 | 77,446 | 50.56 |
| AdvisorNet Financial, Inc | 59,722 | 47.87 | 100,636 | 50.57 |
| Omega Financial Group, LLC | 59,661 | 47.87 | 103,989 | 50.57 |
| Guardian Financial Partners, LLC | 46,365 | 47.88 | 46,406 | 48.51 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| OTA Financial Group L.P. | 181,930 | 47.86 | 0 | |
| Carnegie Capital Asset Management, LLC | 10,190 | 54.56 | 6,959 | 50.58 |
| 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 | 63,933 | 47.86 |
| My Legacy Advisors, LLC | 10,984 | 47.89 |
| Aletheian Wealth Advisors LLC | 8,482 | 47.87 |
| Stonehearth Capital Management, LLC | 7,401 | |
| RDA Financial Network | 6,851 | 47.88 |
| Name | Shares | PPS |
|---|---|---|
| Youngs Advisory Group, Inc. | 4,070 | 50.61 |
| Marquette Asset Management, LLC | 17,114 | 50.54 |
| Brio Consultants, LLC | 297,174 | 50.57 |
| Granite Bay Wealth Management, LLC | 5,068 | 50.51 |
| MA Private Wealth | 12,840 | 50.55 |
| Traverso Chambers Private Wealth Management, LLC | 208,615 | 50.57 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| McAdam, LLC | 1,421,759 | 47.87 | 1,451,172 | 50.57 |
| Krilogy Financial LLC | 896,983 | 47.87 | 927,312 | 50.57 |
| Cambridge Investment Research Advisors, Inc. | 283,587 | 47.87 | 283,365 | 50.57 |
| Procyon Private Wealth Partners, LLC | 185,508 | 47.87 | 182,532 | 50.57 |
| Friedenthal Financial | 132,455 | 47.87 | 213,136 | 50.57 |
| Revolve Wealth Partners, LLC | 125,151 | 47.87 | 115,412 | 50.57 |
| Spectrum Planning & Advisory Services Inc. | 101,638 | 47.87 | 107,908 | 50.57 |
| VERITY Wealth Advisors | 91,817 | 47.87 | 104,875 | 50.57 |
| Global Retirement Partners, LLC | 90,238 | 47.87 | 84,833 | 48.81 |
| Sargent Bickham Lagudis LLC | 73,824 | 47.87 | 53,610 | 50.57 |
| Zhang Financial LLC | 69,068 | 47.87 | 55,773 | 50.56 |
| Retirement Planning Group | 66,704 | 47.87 | 77,446 | 50.56 |
| Omega Financial Group, LLC | 59,661 | 47.87 | 103,989 | 50.57 |
| Guardian Financial Partners, LLC | 46,365 | 47.88 | 46,406 | 48.51 |
| RHS Financial, LLC | 41,132 | 47.87 | 33,780 | 50.56 |
| Mayflower Financial Advisors, LLC | 39,980 | 47.87 | 11,759 | 50.60 |
| APCM Wealth Management for Individuals | 38,388 | 47.88 | 38,732 | 50.58 |
| BerganKDV Wealth Management, LLC | 37,009 | 47.88 | 47,970 | 50.57 |
| Koshinski Asset Management, Inc. | 32,541 | 0.06 | 31,780 | 50.57 |
| Vista Wealth Management Group, LLC | 32,004 | 48.12 | 32,035 | 50.57 |
| Schneider Downs Wealth Management Advisors, LP | 29,531 | 47.88 | 18,024 | 50.54 |
| Baldrige Asset Management LLC | 25,679 | 47.86 | 37,190 | 50.58 |
| Transcend Wealth Collective, Llc | 20,436 | 47.86 | 15,452 | 50.54 |
| Brookstone Capital Management | 20,000 | 47.65 | 21,436 | 49.17 |
| Private Advisor Group, LLC | 19,486 | 47.88 | 27,566 | 50.57 |
| Midwest Heritage Bank, FSB | 18,466 | 47.87 | 20,210 | 50.57 |
| Wbh Advisory Inc | 15,692 | 47.86 | 19,444 | 48.76 |
| Cooper Financial Group | 14,621 | 47.88 | 13,931 | 50.53 |
| HB Wealth Management, LLC | 14,198 | 47.89 | 15,888 | 50.54 |
| Strategic Asset Management, LLC | 9,408 | 47.83 | 9,934 | 50.53 |
| Juncture Wealth Strategies, Llc | 8,778 | 47.85 | 13,103 | 50.60 |
| Range Financial Group LLC | 8,702 | 47.92 | 7,444 | 50.51 |
| Miracle Mile Advisors, LLC | 8,174 | 47.83 | 6,312 | 50.54 |
| Boenning & Scattergood, Inc. | 8,000 | 47.88 | 7,980 | 50.63 |
| McBroom & Associates, LLC | 6,807 | 47.89 | 13,542 | 50.58 |
| Flagship Harbor Advisors, Llc | 5,736 | 47.94 | 6,136 | 50.52 |
| RBA Wealth Management, LLC | 5,730 | 47.82 | 6,138 | 50.51 |
| Parkside Financial Bank & Trust | 4,733 | 47.96 | 4,994 | 50.66 |
| Cedar Mountain Advisors, LLC | 4,656 | 47.90 | 5,229 | 50.49 |
| Optimum Investment Advisors | 3,729 | 48.00 | 3,741 | 50.52 |
| Allworth Financial LP | 3,098 | 47.77 | 3,079 | 50.67 |
| Burleson & Company, LLC | 2,332 | 48.03 | 2,332 | 50.60 |
| West Financial Advisors, LLC | 1,974 | 47.62 | 5,811 | 50.59 |
| Rosenberg Matthew Hamilton | 1,402 | 48.50 | 1,402 | 50.64 |
| CVA Family Office, LLC | 845 | 47.34 | 845 | 50.89 |
| John W. Brooker & Co., CPAs | 802 | 47.38 | 4,365 | 50.63 |
| RWM Asset Management, LLC | 766 | 48.30 | 766 | 50.91 |
| Gradient Investments LLC | 395 | 48.10 | 402 | 49.75 |
| Financial Management Professionals, Inc. | 209 | 47.85 | 209 | 52.63 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| OTA Financial Group L.P. | 181,930 | 47.86 | 0 | |
| Carnegie Capital Asset Management, LLC | 10,190 | 54.56 | 6,959 | 50.58 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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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 | 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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