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	146	54.00	55.04	54.14
Previous Quarter	158	54.00	55.04	54.23

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	1	29	10	1	6	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	0	1	10	0	5	1
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	0	0.00	0.00	0	0.00	0.00
Previous Quarter	0	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
Morgan Stanley	1,547,668	55.05
Bank Of America Corp /de/	1,384,503	55.05
Wells Fargo & Company/mn	798,336	55.05
Del-Sette Capital Management, LLC	512,200	55.05
UBS Group AG	474,241	55.05
United Capital Financial Advisers, Llc	323,144	55.05
Royal Bank Of Canada	322,611	55.05
Commonwealth Equity Services, Llc	274,970	55.05
Raymond James Financial Services Advisors, Inc.	199,755	55.05
LPL Financial LLC	197,773	55.05
Janney Montgomery Scott LLC	156,600	55.05
J.w. Cole Advisors, Inc.	100,044	0.40
Raymond James & Associates	98,136	55.05
Ameriprise Financial Inc	82,471	55.05
Advisor Group Holdings, Inc.	77,856	71.18
Cambridge Investment Research Advisors, Inc.	53,716	50.12
Private Advisor Group, LLC	44,758	50.11
PFG Advisors	39,363	50.10
Laurel Wealth Advisors, Inc.	36,810	55.04
Stifel Financial Corp	34,787	55.05

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
Morgan Stanley	1,547,668	55.05
Bank Of America Corp /de/	1,384,503	55.05
Wells Fargo & Company/mn	798,336	55.05
Del-Sette Capital Management, LLC	512,200	55.05
UBS Group AG	474,241	55.05
United Capital Financial Advisers, Llc	323,144	55.05
Royal Bank Of Canada	322,611	55.05
Commonwealth Equity Services, Llc	274,970	55.05
Raymond James Financial Services Advisors, Inc.	199,755	55.05
LPL Financial LLC	197,773	55.05
Janney Montgomery Scott LLC	156,600	55.05
J.w. Cole Advisors, Inc.	100,044	0.40
Raymond James & Associates	98,136	55.05
Ameriprise Financial Inc	82,471	55.05
Advisor Group Holdings, Inc.	77,856	71.18
Private Advisor Group, LLC	41,697	55.04
Laurel Wealth Advisors, Inc.	36,810	55.04
PFG Advisors	35,872	55.06
Stifel Financial Corp	34,787	55.05
DB Wealth Management Group, LLC	34,608	55.05

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Fortitude Advisory Group L.L.C.	3,512	54.95

Recent Quarter 29 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	8,954	35.51
Fortitude Advisory Group L.L.C.	3,512	54.95
Koshinski Asset Management, Inc.	3,320	55.12
Sonora Investment Management, LLC	1,685	51.04
Wealth Quarterback LLC	254
Carroll Financial Associates, Inc.	168	47.62
U.S. Capital Wealth Advisors, LLC
Atlas Private Wealth Advisors
Financial Insights, Inc.
Rockland Trust Co
Bessemer Group Inc
Bellwether Advisors, LLC
Barclays Plc
Patriot Financial Group Insurance Agency, LLC
Tower Research Capital LLC (TRC)
Snowden Capital Advisors LLC
Guidance Point Advisors, LLC
Acorn Wealth Advisors, LLC
CoreCap Advisors, LLC
Ford Financial Group, LLC
Truvestments Capital Llc
Cassady Schiller Wealth Management, LLC
Evoke Wealth, Llc
Ibex Wealth Advisors
IronBridge Private Wealth, LLC
Pacitti Group Inc.
Kestra Advisory Services, LLC
Citadel Advisors Llc
Capital Investment Advisory Services, LLC

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	53,716	50.12	19,184	55.05
Private Advisor Group, LLC	44,758	50.11	41,697	55.04
PFG Advisors	39,363	50.10	35,872	55.06
Allworth Financial LP	28,506	50.09	28,100	55.05
Transcend Wealth Collective, Llc	13,237	50.09	6,615	55.03
Pinnacle Bancorp, Inc.	6,700	50.15	6,700	55.07
Calton & Associates, Inc.	4,511	50.10	5,006	54.93
Burleson & Company, LLC	1,069	50.51	1,069	55.19
BerganKDV Wealth Management, LLC	267	48.69	267	56.18
SOA Wealth Advisors, LLC.	155	45.16	155	51.61

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
AdvisorNet Financial, Inc	1,000	50.00	0

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	34,532	53,716	50.12	19,184	55.05	180.00
Transcend Wealth Collective, Llc	6,622	13,237	50.09	6,615	55.03	100.11
PFG Advisors	3,491	39,363	50.10	35,872	55.06	9.73
Private Advisor Group, LLC	3,061	44,758	50.11	41,697	55.04	7.34
AdvisorNet Financial, Inc	1,000	1,000	50.00	0		0.00
Allworth Financial LP	406	28,506	50.09	28,100	55.05	1.44

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Calton & Associates, Inc.	495	4,511	50.10	5,006	54.93	-9.89

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
U.S. Capital Wealth Advisors, LLC	0

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	3,320	55.12

Past Week 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	53,716	50.12	19,184	55.05
Private Advisor Group, LLC	44,758	50.11	41,697	55.04
PFG Advisors	39,363	50.10	35,872	55.06
Allworth Financial LP	28,506	50.09	28,100	55.05
Transcend Wealth Collective, Llc	13,237	50.09	6,615	55.03
Pinnacle Bancorp, Inc.	6,700	50.15	6,700	55.07
Calton & Associates, Inc.	4,511	50.10	5,006	54.93
Burleson & Company, LLC	1,069	50.51	1,069	55.19
BerganKDV Wealth Management, LLC	267	48.69	267	56.18
SOA Wealth Advisors, LLC.	155	45.16	155	51.61

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	34,532	53,716	50.12	19,184	55.05	180.00
Transcend Wealth Collective, Llc	6,622	13,237	50.09	6,615	55.03	100.11
PFG Advisors	3,491	39,363	50.10	35,872	55.06	9.73
Private Advisor Group, LLC	3,061	44,758	50.11	41,697	55.04	7.34
Allworth Financial LP	406	28,506	50.09	28,100	55.05	1.44

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Calton & Associates, Inc.	495	4,511	50.10	5,006	54.93	-9.89

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name