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 | 895 | 332.00 | 66.34 | 80.69 |
| Previous Quarter | 929 | 328.00 | 66.34 | 80.77 |
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 | 177 | 77 | 1 | 23 | 38 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 1 | 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 | 6 | 5 | 51 | 1 | 12 | 25 |
| 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 | 4,398,093 | 0.00 | 0.00 | 81,230 | 0.00 | 0.00 |
| Previous Quarter | 4,404,387 | 0.00 | 0.00 | 274,006 | 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 |
|---|---|---|
| Jones Financial Companies Lllp | 30,676,240 | 66.67 |
| Bank of New York Mellon Corp | 14,130,832 | 66.34 |
| Bank of New York Mellon Corp | 13,339,936 | |
| Tiaa, Fsb | 11,536,102 | 66.27 |
| State of New Jersey Common Pension Fund D | 5,265,236 | 66.34 |
| Creative Planning | 4,800,155 | 66.34 |
| Jane Street Group, Llc | 4,113,227 | 66.34 |
| Matson Money. Inc. | 3,416,701 | 66.34 |
| BlackRock Inc. | 3,411,505 | 66.34 |
| FMNEX - Free Market International Equity Fund Institutional Class | 3,237,295 | 66.61 |
| FMR LLC | 2,976,644 | |
| Morgan Stanley | 2,891,994 | 66.34 |
| Fmr Llc | 2,839,474 | 66.34 |
| Pnc Financial Services Group, Inc. | 2,679,049 | 66.34 |
| Bank Of America Corp /de/ | 2,461,953 | 66.34 |
| Natixis Advisors, L.p. | 2,254,864 | 66.34 |
| Envestnet Asset Management Inc | 2,133,642 | 66.34 |
| Voya Investment Management Llc | 2,006,845 | 66.34 |
| Goldman Sachs Group Inc | 1,958,182 | 66.34 |
| HSCZ - iShares Currency Hedged MSCI EAFE Small-Cap ETF | 1,677,831 | 61.70 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Jones Financial Companies Lllp | 30,676,240 | 66.67 |
| Bank of New York Mellon Corp | 14,130,832 | 66.34 |
| Tiaa, Fsb | 11,536,102 | 66.27 |
| State of New Jersey Common Pension Fund D | 5,265,236 | 66.34 |
| Creative Planning | 4,800,155 | 66.34 |
| Jane Street Group, Llc | 4,113,227 | 66.34 |
| Matson Money. Inc. | 3,416,701 | 66.34 |
| BlackRock Inc. | 3,411,505 | 66.34 |
| FMNEX - Free Market International Equity Fund Institutional Class | 3,237,295 | 66.61 |
| Morgan Stanley | 2,891,994 | 66.34 |
| Fmr Llc | 2,839,474 | 66.34 |
| Pnc Financial Services Group, Inc. | 2,679,049 | 66.34 |
| Bank Of America Corp /de/ | 2,461,953 | 66.34 |
| Natixis Advisors, L.p. | 2,254,864 | 66.34 |
| Envestnet Asset Management Inc | 2,133,642 | 66.34 |
| Voya Investment Management Llc | 2,006,845 | 66.34 |
| Goldman Sachs Group Inc | 1,958,182 | 66.34 |
| UBS Group AG | 1,585,697 | 66.34 |
| BKD Wealth Advisors, LLC | 1,567,966 | 66.34 |
| HSCZ - iShares Currency Hedged MSCI EAFE Small-Cap ETF | 1,564,380 | 68.64 |
| Name | Shares | PPS |
|---|---|---|
| FMR LLC | 2,976,644 | |
| Oak Asset Management, LLC | 6,380 | 54.55 |
| Dividend Asset Capital, Llc | 570 | 54.39 |
| Valley National Advisers Inc | 424 | 54.25 |
| RGT Wealth Advisors, LLC | 302 | 52.98 |
| ACG Wealth | 235 | 55.32 |
| Copeland Capital Management, LLC | 156 | 57.69 |
| West Family Investments, Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Rinet Co LLC | 555,483 | 74.41 |
| Polaris Wealth Advisory Group, LLC | 170,733 | 65.37 |
| Moors & Cabot, Inc. | 155,000 | 1.03 |
| Managed Account Services Inc | 72,859 | 74.40 |
| My Personal CFO, LLC | 53,674 | 66.34 |
| Harborview Advisors, LLC | 37,495 | 74.41 |
| Hatton Consulting, Inc. | 33,882 | 74.41 |
| Mid Atlantic Financial Management Inc/adv | 23,465 | 74.41 |
| Citadel Advisors Llc | 17,200 | 66.34 |
| Parallel Advisors, LLC | 12,492 | 67.32 |
| Wolverine Trading, Llc | 6,900 | 67.39 |
| Bbva Usa | 4,316 | 74.37 |
| Homrich & Berg | 4,269 | 74.49 |
| Apella Capital, LLC | 4,208 | 66.30 |
| IFP Advisors, Inc | 3,763 | 73.08 |
| Wedmont Private Capital | 3,616 | 67.48 |
| Glassy Mountain Advisors, Inc. | 3,575 | 66.29 |
| Insight Wealth Strategies, LLC | 3,317 | 66.32 |
| Koshinski Asset Management, Inc. | 1,858 | 66.20 |
| Vigilant Capital Management, LLC | 1,700 | 66.47 |
| First Financial Corp /in/ | 756 | 66.14 |
| Filbrandt Wealth Management, LLC | 530 | 73.58 |
| Heritage Wealth Management, Llc | 524 | 74.43 |
| Cutler Group LP | 400 | |
| Sonora Investment Management, LLC | 218 | 73.39 |
| Carroll Financial Associates, Inc. | 148 | 67.57 |
| AACRX - Strategic Allocation: Conservative Fund R Class | 57 | 70.18 |
| Wealth Quarterback LLC | 12 | |
| Oakwell Private Wealth Management, LLC | ||
| MUFG Americas Holdings Corp | ||
| Truadvice, LLC | ||
| Keybank National Association/oh | ||
| Beacon Capital Management, Inc. | ||
| Farmers & Merchants Investments Inc | ||
| Financial Management Professionals, Inc. | ||
| Advisors Preferred, LLC | ||
| J Arnold Wealth Management Co | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Copperwynd Financial, LLC | ||
| IAM Advisory, LLC | ||
| Webster Bank, N. A. | ||
| Gluskin Sheff & Assoc Inc | ||
| Fisher Asset Management, LLC | ||
| Bingham Osborn & Scarborough Llc | ||
| JMG Financial Group, Ltd. | ||
| Mount Yale Investment Advisors, LLC | ||
| Atlas Private Wealth Advisors | ||
| USAWX - World Growth Fund Shares | ||
| Genesee Capital Advisors, LLC | ||
| Atria Investments Llc | ||
| Allegheny Financial Group LTD | ||
| Archford Capital Strategies, LLC | ||
| Vestmark Advisory Solutions, Inc. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Verdence Capital Advisors LLC | ||
| Banque Pictet & Cie Sa | ||
| Essex Private Wealth Management, LLC | ||
| Change Path, LLC | ||
| Advisor Resource Council | ||
| CoreFirst Bank & Trust | ||
| Widmann Financial Services, Inc. | ||
| Clear Perspectives Financial Planning, LLC | ||
| Altium Wealth Management LLC | ||
| Monterey Private Wealth, Inc. | ||
| Rather & Kittrell, Inc. | ||
| Northwest Wealth Management, Llc | ||
| Global Wealth Management Investment Advisory, Inc. | ||
| Edgemoor Investment Advisors, Inc. | ||
| Firestone Capital Management | ||
| Beacon Harbor Wealth Advisors, Inc. | ||
| Archer Investment Corp | ||
| Allstate Corp | ||
| Voya Financial Advisors, Inc. | ||
| Montag A & Associates Inc | ||
| Quattro Financial Advisors Llc | ||
| Delta Asset Management Llc/tn | ||
| Dougherty Wealth Advisers LLC | ||
| Trust Co Of Vermont | ||
| Maripau Wealth Management Llc | ||
| Fulcrum Equity Management | ||
| Stratos Wealth Advisors, LLC | ||
| Huntington National Bank | ||
| Kayne Anderson Rudnick Investment Management Llc | ||
| Venture Visionary Partners LLC | ||
| YHB Investment Advisors, Inc. | ||
| Lmcg Investments, Llc | ||
| Running Point Capital Advisors, LLC | ||
| Richwood Investment Advisors, LLC | ||
| Matisse Capital | ||
| Center for Financial Planning, Inc. | ||
| Montecito Bank & Trust | ||
| Red Tortoise LLC | ||
| McElhenny Sheffield Capital Management, LLC | ||
| Liberty Wealth Management Llc | ||
| Lido Advisors, LLC | ||
| Patron Partners Advisors, Llc | ||
| D. Scott Neal, Inc. | ||
| Chicago Partners Investment Group LLC | ||
| Great Diamond Partners, LLC | ||
| Steward Financial Group LLC | ||
| GW&K Investment Management, LLC | ||
| Confluence Wealth Services, Inc. | ||
| InTrack Investment Management Inc | ||
| Camden National Bank | ||
| Phoenix Wealth Advisors | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Sowell Financial Services LLC | ||
| Snowden Capital Advisors LLC | ||
| Federated Hermes, Inc. | ||
| Solstein Capital, LLC | ||
| Bryant Woods Investment Advisors, LLC | ||
| Hc Financial Advisors Inc | ||
| Pacific Center for Financial Services | ||
| Econ Financial Services Corp | ||
| Chilton Capital Management Llc | ||
| First National Trust Co | ||
| Venturi Wealth Management, LLC | ||
| Phocas Financial Corp. | ||
| Alaska Permanent Fund Corp | ||
| Stokes Family Office, LLC | ||
| Csenge Advisory Group | ||
| Vaughan Nelson Investment Management, L.p. | ||
| Brevan Howard Capital Management LP | ||
| Sittner & Nelson, Llc | ||
| Navalign, LLC | ||
| Beaumont Capital Management, LLC | ||
| Sensible Financial Planning & Management, LLC. | ||
| Absolute Capital Management, LLC | ||
| First International Bank & Trust | ||
| DMG Group, LLC | ||
| North Star Asset Management Inc | ||
| Legal & General Group Plc | ||
| BEAM Asset Management, LLC | ||
| Bank Of Nova Scotia | ||
| Paragon Capital Management Ltd | ||
| Conrad Siegel Investment Advisors, Inc. | ||
| Rice Partnership, LLC | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Leverty Financial Group, LLC | ||
| Balentine LLC | ||
| Institutional & Family Asset Management, Llc | ||
| Vectors Research Management, LLC | ||
| Estate Counselors, LLC | ||
| Goodwin Investment Advisory | ||
| Johnson Financial Group, Inc. | ||
| Overbrook Management Corp | ||
| Aveo Capital Partners, LLC | ||
| Charter Oak Capital Management, LLC | ||
| Kowal Investment Group, LLC | ||
| NWK Group, Inc. | ||
| Pallas Capital Advisors LLC | ||
| Motco | ||
| WorthPointe, LLC | ||
| Alamar Capital Management, LLC | ||
| Provence Wealth Management Group | ||
| Jacobi Capital Management LLC | ||
| Journey Strategic Wealth Llc | ||
| Simplex Trading, Llc | ||
| United Bank | ||
| West Family Investments, Inc. | ||
| PSI Advisors, LLC | ||
| Curi Wealth Management, LLC | ||
| John W. Brooker & Co., CPAs | ||
| Palisade Asset Management, LLC | ||
| Bellwether Advisors, LLC | ||
| Cookson Peirce & Co Inc | ||
| Capital Wealth Management, Llc | ||
| Wealthspire Advisors, LLC | ||
| Mcdonald Partners Llc | ||
| FSTSX - Fidelity Series International Small Cap Fund | ||
| Amplius Wealth Advisors, LLC | ||
| Renaissance Technologies Llc | ||
| Greenwood Capital Associates Llc | ||
| Hm Payson & Co | ||
| Global Strategic Investment Solutions, LLC | ||
| Jump Financial, LLC | ||
| Transcend Wealth Collective, Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| HSCZ - iShares Currency Hedged MSCI EAFE Small-Cap ETF | 1,677,831 | 61.70 | 1,564,380 | 68.64 |
| TAISX - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class | 297,565 | 61.70 | 274,437 | 68.64 |
| Cambridge Investment Research Advisors, Inc. | 215,660 | 54.59 | 218,114 | 66.34 |
| Adviser Investments LLC | 178,620 | 54.59 | 237,568 | 66.34 |
| Pure Financial Advisors, Inc. | 160,663 | 54.59 | 163,093 | 66.34 |
| NWXSX - Nationwide International Small Cap Fund Class A | 145,311 | 61.70 | 227,244 | 68.64 |
| Stone Asset Management Inc. | 110,364 | 54.59 | 125,777 | 66.34 |
| Miracle Mile Advisors, LLC | 105,872 | 54.59 | 96,645 | 66.34 |
| Allworth Financial LP | 100,884 | 54.59 | 102,664 | 66.34 |
| AdvisorNet Financial, Inc | 86,543 | 54.59 | 77,990 | 66.34 |
| VINEX - Vanguard International Explorer Fund Investor Shares | 81,230 | 61.70 | 274,006 | 68.64 |
| Omega Financial Group, LLC | 78,261 | 54.59 | 80,654 | 66.35 |
| Acropolis Investment Management, LLC | 78,139 | 54.60 | 81,467 | 66.35 |
| Acorn Financial Advisory Services Inc /adv | 77,236 | 54.59 | 70,682 | 66.40 |
| Solitude Financial Services | 73,195 | 54.59 | 38,580 | 66.33 |
| Private Advisor Group, LLC | 61,540 | 54.58 | 74,485 | 66.35 |
| Global Retirement Partners, LLC | 37,532 | 54.59 | 35,208 | 60.84 |
| Parkside Financial Bank & Trust | 31,975 | 54.57 | 32,531 | 66.34 |
| Prosperity Planning, Inc. | 31,659 | 58.31 | 31,659 | 67.34 |
| McAdam, LLC | 26,994 | 54.60 | 27,622 | 66.32 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 191 | 52.36 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| John W. Brooker & Co., CPAs | 0 |
| 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 | 6,380 | 54.55 |
| Dividend Asset Capital, Llc | 570 | 54.39 |
| Valley National Advisers Inc | 424 | 54.25 |
| RGT Wealth Advisors, LLC | 302 | 52.98 |
| ACG Wealth | 235 | 55.32 |
| Copeland Capital Management, LLC | 156 | 57.69 |
| Name | Shares | PPS |
|---|---|---|
| Glassy Mountain Advisors, Inc. | 3,575 | 66.29 |
| Koshinski Asset Management, Inc. | 1,858 | 66.20 |
| First Financial Corp /in/ | 756 | 66.14 |
| Wedmont Private Capital | 3,616 | 67.48 |
| Polaris Wealth Advisory Group, LLC | 170,733 | 65.37 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 215,660 | 54.59 | 218,114 | 66.34 |
| Adviser Investments LLC | 178,620 | 54.59 | 237,568 | 66.34 |
| Stone Asset Management Inc. | 110,364 | 54.59 | 125,777 | 66.34 |
| Miracle Mile Advisors, LLC | 105,872 | 54.59 | 96,645 | 66.34 |
| Allworth Financial LP | 100,884 | 54.59 | 102,664 | 66.34 |
| Omega Financial Group, LLC | 78,261 | 54.59 | 80,654 | 66.35 |
| Acropolis Investment Management, LLC | 78,139 | 54.60 | 81,467 | 66.35 |
| Acorn Financial Advisory Services Inc /adv | 77,236 | 54.59 | 70,682 | 66.40 |
| Solitude Financial Services | 73,195 | 54.59 | 38,580 | 66.33 |
| Private Advisor Group, LLC | 61,540 | 54.58 | 74,485 | 66.35 |
| Global Retirement Partners, LLC | 37,532 | 54.59 | 35,208 | 60.84 |
| Parkside Financial Bank & Trust | 31,975 | 54.57 | 32,531 | 66.34 |
| Prosperity Planning, Inc. | 31,659 | 58.31 | 31,659 | 67.34 |
| McAdam, LLC | 26,994 | 54.60 | 27,622 | 66.32 |
| Evanson Asset Management, LLC | 20,770 | 54.60 | 27,815 | 66.33 |
| Vista Wealth Management Group, LLC | 19,529 | 53.46 | 19,529 | 66.36 |
| Baldrige Asset Management LLC | 19,178 | 54.59 | 21,778 | 66.35 |
| Burleson & Company, LLC | 17,549 | 54.59 | 8,563 | 66.33 |
| West Coast Financial LLC | 16,176 | 54.59 | 16,736 | 66.32 |
| Vista Private Wealth Partners. LLC | 12,275 | 54.09 | 12,218 | 66.87 |
| Objective Capital Management, LLC | 11,626 | 54.62 | 11,551 | 66.31 |
| Stonehearth Capital Management, LLC | 10,931 | 0.09 | 9,485 | 0.11 |
| Smart Money Group LLC | 10,050 | 54.63 | 10,773 | 66.37 |
| Raymond James Trust N.a. | 7,656 | 54.60 | 7,656 | 66.35 |
| Gofen & Glossberg Llc /il/ | 6,750 | 54.67 | 7,429 | 66.36 |
| Marcum Wealth, LLC | 6,612 | 54.60 | 6,612 | 66.39 |
| Krilogy Financial LLC | 5,727 | 54.65 | 5,727 | 66.35 |
| Alhambra Investment Partners LLC | 4,773 | 54.68 | 7,605 | 66.40 |
| Greenspring Advisors, LLC | 4,340 | 54.84 | 4,805 | 66.39 |
| Lake Street Financial Llc | 4,169 | 54.69 | 4,008 | 66.37 |
| HB Wealth Management, LLC | 4,062 | 54.65 | 5,254 | 66.43 |
| Aletheian Wealth Advisors LLC | 3,791 | 54.60 | 14,045 | 66.36 |
| Sargent Bickham Lagudis LLC | 2,095 | 54.42 | 2,640 | 66.29 |
| Tompkins Financial Corp | 1,924 | 54.57 | 1,924 | 66.01 |
| RWM Asset Management, LLC | 1,091 | 55.00 | 1,091 | 65.99 |
| Mascoma Wealth Management LLC | 967 | 54.81 | 948 | 66.46 |
| BerganKDV Wealth Management, LLC | 903 | 54.26 | 903 | 66.45 |
| Gradient Investments LLC | 764 | 54.97 | 965 | 66.32 |
| Wolff Wiese Magana Llc | 558 | 53.76 | 556 | 66.55 |
| Sound Income Strategies, LLC | 475 | 54.74 | 587 | 66.44 |
| Pittenger & Anderson Inc | 298 | 53.69 | 483 | 66.25 |
| Tsfg, Llc | 279 | 53.76 | 279 | 68.10 |
| Pinnacle Bancorp, Inc. | 205 | 53.66 | 205 | 68.29 |
| Newton One Investments LLC | 196 | 56.12 | 196 | 66.33 |
| Kathleen S. Wright Associates Inc. | 136 | 51.47 | 341 | 67.45 |
| CVA Family Office, LLC | 120 | 58.33 | 120 | 66.67 |
| Global Trust Asset Management, LLC | 105 | 57.14 | 566 | 67.14 |
| Atticus Wealth Management, Llc | 103 | 58.25 | 103 | 67.96 |
| FSC Wealth Advisors, LLC | 91 | 54.95 | 91 | 65.93 |
| SOA Wealth Advisors, LLC. | 76 | 52.63 | 76 | 65.79 |
| American National Bank | 36 | 55.56 | 493 | 66.94 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 191 | 52.36 | 0 |
| 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 |
|---|