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 | 1,130 | 473.00 | 118.69 | 130.52 |
| Previous Quarter | 1,147 | 508.00 | 128.11 | 156.24 |
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 | 63 | 186 | 893 | 28 | 397 | 278 |
| 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 | 2 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 3 | 0 | 5 | 0 | 2 | 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 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 | 11,102 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 8,668 | 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/ | 8,530,418 | 118.69 |
| Morgan Stanley | 5,591,449 | 118.69 |
| Ameriprise Financial Inc | 3,137,446 | 119.95 |
| LPL Financial LLC | 2,677,050 | 118.69 |
| Raymond James & Associates | 2,553,195 | 118.69 |
| Royal Bank Of Canada | 2,287,800 | 118.69 |
| Envestnet Asset Management Inc | 2,072,021 | 118.69 |
| Joel Isaacson & Co., LLC | 2,045,633 | 118.69 |
| UBS Group AG | 1,956,064 | 118.69 |
| Wells Fargo & Company/mn | 1,928,292 | 118.69 |
| Richard Bernstein Advisors LLC | 1,362,301 | 118.69 |
| Commonwealth Equity Services, Llc | 1,327,061 | 118.69 |
| First Republic Investment Management, Inc. | 1,297,487 | 118.69 |
| Raymond James Financial Services Advisors, Inc. | 1,183,338 | 118.69 |
| Truist Financial Corp | 1,134,740 | 118.69 |
| Janney Montgomery Scott LLC | 993,712 | 119.61 |
| Bank of New York Mellon Corp | 977,889 | 118.69 |
| 1st Source Bank | 943,341 | 118.69 |
| Advisor Group Holdings, Inc. | 883,755 | 118.90 |
| Destination Wealth Management | 720,172 | 118.69 |
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/ | 7,298,660 | 128.11 |
| Morgan Stanley | 5,650,895 | 128.11 |
| Raymond James & Associates | 2,541,662 | 128.11 |
| LPL Financial LLC | 2,521,604 | 128.11 |
| Royal Bank Of Canada | 2,123,379 | 128.11 |
| Joel Isaacson & Co., LLC | 2,006,621 | 128.97 |
| Envestnet Asset Management Inc | 1,925,698 | 128.11 |
| Ameriprise Financial Inc | 1,896,772 | 128.37 |
| UBS Group AG | 1,863,740 | 128.11 |
| Wells Fargo & Company/mn | 1,735,274 | 128.11 |
| Raymond James Financial Services Advisors, Inc. | 1,324,241 | 128.11 |
| Commonwealth Equity Services, Llc | 1,276,041 | 128.11 |
| Truist Financial Corp | 1,069,318 | 128.11 |
| First Republic Investment Management, Inc. | 1,018,636 | 128.11 |
| Janney Montgomery Scott LLC | 983,647 | 128.11 |
| 1st Source Bank | 930,027 | 128.11 |
| Bank of New York Mellon Corp | 872,880 | 128.11 |
| Advisor Group Holdings, Inc. | 827,447 | 112.23 |
| Destination Wealth Management | 725,707 | 128.11 |
| Veritable, L.P. | 712,401 | 128.11 |
| Name | Shares | PPS |
|---|---|---|
| Mizuho Bank, Ltd. | 380,000 | 118.69 |
| Prudential Plc | 134,700 | 118.69 |
| FUNDX - FundX Upgrader Fund | 103,000 | 118.69 |
| Nan Shan Life Insurance Co., Ltd. | 100,370 | 118.69 |
| Centiva Capital, LP | 69,700 | 118.68 |
| Roger Wittlin Investment Advisory, LLC | 57,687 | 118.67 |
| Berkshire Money Management, Inc. | 41,528 | 118.69 |
| Banque Pictet & Cie Sa | 35,000 | 118.69 |
| FFHG - Formula Folios Hedged Growth ETF | 27,181 | 127.04 |
| FFSG - FormulaFolios Smart Growth ETF | 26,788 | 127.03 |
| Walker Asset Management, LLC | 23,427 | 124.69 |
| Jeppson Wealth Management, Llc | 16,798 | 118.70 |
| HOTFX - FundX Aggressive Upgrader Fund | 16,700 | 118.68 |
| RELAX - FundX Conservative Upgrader Fund | 16,700 | 118.68 |
| Lynwood Capital Management Inc. | 10,000 | 118.70 |
| Atria Investments Llc | 8,857 | 118.66 |
| Mayfair Advisory Group, LLC | 7,040 | 126.56 |
| Butensky & Cohen Financial Security, Inc | 6,468 | 118.74 |
| Spinnaker Investment Group, LLC | 6,272 | 118.62 |
| SlateStone Wealth, LLC | 5,550 | 118.74 |
| Name | Shares | PPS |
|---|---|---|
| Bbva Usa | 151,211 | 117.55 |
| Ameritas Investment Corp | 106,490 | 0.12 |
| Hanlon Investment Management, Inc. | 86,777 | 128.11 |
| Cardan Capital Partners, LLC | 70,592 | 117.55 |
| Mid Atlantic Financial Management Inc/adv | 59,371 | 117.55 |
| Homrich & Berg | 54,578 | 117.56 |
| Citadel Advisors Llc | 52,373 | 128.12 |
| Unified Trust Company, N.A. | 46,402 | 117.56 |
| McMahon Financial Advisors, LLC | 44,693 | 0.98 |
| Derby & Company, Inc | 41,466 | 117.54 |
| Hochman Cole Investment Advisors, Inc. | 37,225 | 117.56 |
| Alexandria Capital, LLC | 28,740 | 117.54 |
| Qube Research & Technologies Ltd | 28,210 | 128.11 |
| CFS Investment Advisory Services, LLC | 26,263 | |
| Renaissance Technologies Llc | 18,500 | 128.11 |
| Johanson Financial Advisors, Inc. | 17,686 | 129.14 |
| Jane Street Group, Llc | 16,600 | 128.13 |
| Jane Street Group, Llc | 16,600 | 128.13 |
| Asset Planning Services, Ltd. | 14,625 | 129.09 |
| NEXT Financial Group, Inc | 12,700 | 129.13 |
| Howard Wealth Management, Llc | 10,397 | 128.02 |
| IFP Advisors, Inc | 9,588 | 78.54 |
| Freedman Financial Associates, Inc. | 9,030 | 128.68 |
| Checchi Capital Advisers, LLC | 7,688 | 128.12 |
| Fieldpoint Private Securities, LLC | 7,110 | 128.13 |
| Phillips Financial Management, Llc | 6,893 | 128.10 |
| First Midwest Bank Trust Division | 6,745 | 129.13 |
| Rockbridge Investment Management, LCC | 6,726 | 129.05 |
| Quest Capital Management Inc /adv | 4,405 | 129.17 |
| Carroll Financial Associates, Inc. | 4,259 | 127.73 |
| First American Bank | 4,034 | 129.15 |
| Vivid Financial Management, Inc. | 3,813 | 129.03 |
| Bar Harbor Trust Services | 3,715 | 128.13 |
| Y-Intercept (Hong Kong) Ltd | 3,577 | 128.04 |
| Financial Architects, Inc | 3,462 | 128.25 |
| Oak Asset Management, LLC | 3,425 | 128.18 |
| Chartist Inc /ca/ | 3,386 | 128.17 |
| First PREMIER Bank | 3,225 | 128.06 |
| HBK Sorce Advisory LLC | 3,056 | 128.27 |
| Eaton Vance Management | 2,927 | 128.12 |
| Prio Wealth Limited Partnership | 2,870 | 129.27 |
| Bft Financial Group, Llc | 2,560 | 128.12 |
| Continuum Advisory, LLC | 2,405 | 123.91 |
| Cutler Group LP | 2,300 | 5.22 |
| Cutler Group LP | 2,300 | 5.22 |
| Cutler Group LP | 2,300 | 5.22 |
| Professional Planning | 2,254 | 117.13 |
| Lockerman Financial Group, Inc. | 2,160 | 128.24 |
| Wall Capital Group, Inc. | 2,052 | 128.17 |
| Bank Of Nova Scotia Trust Co | 1,990 | 128.14 |
| Private Ocean, LLC | 1,970 | 127.92 |
| Elmwood Wealth Management, Inc. | 1,914 | 128.00 |
| Cambridge Trust Co | 1,850 | 128.11 |
| Beacon Financial Advisory LLC | 1,834 | 128.14 |
| Orin Green Financial, LLC | 1,832 | 128.28 |
| Advisors Capital Management, LLC | 1,828 | 128.01 |
| San Luis Wealth Advisors LLC | 1,786 | 129.34 |
| RVW Wealth, LLC | 1,764 | 128.12 |
| Ethic Inc. | 1,747 | 128.22 |
| Cedar Brook Financial Partners, LLC | 1,739 | |
| Texas Capital Bank Wealth Management Services Inc | 1,737 | 128.38 |
| Signature Wealth Management Group | 1,684 | 128.27 |
| Security National Trust Co | 1,679 | 122.10 |
| Windsor Group LTD | 1,662 | 129.96 |
| Apriem Advisors | 1,649 | 127.96 |
| AlphaStar Capital Management, LLC | 1,628 | 128.38 |
| Nichols & Pratt Advisers Llp /ma | 1,625 | 128.00 |
| Gibson Capital, LLC | 1,622 | 127.62 |
| Essex Savings Bank | 1,614 | 128.25 |
| Financial Insights, Inc. | 1,608 | 128.11 |
| Howland Capital Management Llc | 1,607 | 128.19 |
| M. Kulyk & Associates, LLC | 1,602 | 127.97 |
| Kathmere Capital Management, LLC | 1,575 | 128.25 |
| C2C Wealth Management, LLC | 1,524 | 131.89 |
| Sonora Investment Management, LLC | 967 | 117.89 |
| Armor Investment Advisors, LLC | 753 | 127.49 |
| Landmark Wealth Management, LLC | 694 | 1000.00 |
| Beaird Harris Wealth Management, LLC | 562 | 128.11 |
| Tradewinds Capital Management, LLC | 558 | 127.24 |
| Gemmer Asset Management LLC | 371 | 126.68 |
| Fortitude Advisory Group L.L.C. | 350 | 128.57 |
| Samalin Investment Counsel, LLC | 348 | 129.31 |
| Foresight Capital Management Advisors, Inc. | 204 | 127.45 |
| Reilly Financial Advisors, Llc | 174 | 126.44 |
| Wealth Quarterback LLC | 161 | |
| Herold Advisors, Inc. | 134 | 128335.82 |
| RPg Family Wealth Advisory, LLC | 125 | 128.00 |
| Prentice Wealth Management LLC | 125 | 120.00 |
| Optiver Holding B.V. | 125 | 128.00 |
| Heritage Wealth Management, Llc | 65 | 123.08 |
| SRS Capital Advisors, Inc. | 57 | 122.81 |
| O'shaughnessy Asset Management, Llc | 6 | 166.67 |
| Karpus Management, Inc. | ||
| FourThought Financial, LLC | ||
| King Luther Capital Management Corp | ||
| Signet Financial Management, Llc | ||
| Millennium Management Llc | ||
| Ellevest, Inc. | ||
| Gill Capital Partners, Llc | ||
| Exchange Traded Concepts, Llc | ||
| Proffitt & Goodson Inc | ||
| Rinkey Investments | ||
| Inscription Capital, LLC | ||
| StoneX Group Inc. | ||
| Baldrige Asset Management LLC | ||
| Golden State Equity Partners | ||
| TAP Consulting, LLC | ||
| Ironwood Financial, llc | ||
| Drexel Morgan & Co. | ||
| Vontobel Holding Ltd. | ||
| Walled Lake Planning & Wealth Management, Llc | ||
| GM Advisory Group, Inc. | ||
| Private Capital Group, LLC | ||
| Greenwich Wealth Management LLC | ||
| Friedenthal Financial | ||
| StrongBox Wealth, LLC | ||
| Navellier & Associates Inc | ||
| Fisher Asset Management, LLC | ||
| Wela Strategies, Inc. | ||
| Virtue Capital Management, LLC | ||
| Two Sigma Investments, Lp | ||
| Delta Asset Management Llc/tn | ||
| Foundations Investment Advisors, LLC | ||
| Enterprise Trust & Investment Co | ||
| Investors Financial Group, LLC | ||
| Resource Planning Group | ||
| Trexquant Investment LP | ||
| Liberty Wealth Management Llc | ||
| Delos Wealth Advisors, LLC | ||
| NAVFX - The Sector Rotation Fund No Load Shares | ||
| Wealth Advisory Solutions, LLC | ||
| Parisi Gray Wealth Management | ||
| Assetmark, Inc | ||
| Beck Bode, LLC | ||
| Pure Financial Advisors, Inc. | ||
| Cypress Capital Management LLC (WY) | ||
| Verus Capital Partners, Llc | ||
| Altshuler Shaham Ltd | ||
| Heritage Investors Management Corp | ||
| Parker Investment Management, LLC | ||
| Doliver Advisors, Lp | ||
| Castleview Partners, Llc | ||
| Retirement Planning Co of New England, Inc. | ||
| Welch Group, LLC | ||
| Aquire Wealth Advisors, LLC | ||
| Andrew Hill Investment Advisors, Inc. | ||
| Fermata Advisors, LLC | ||
| GeoWealth Management, LLC | ||
| Emerald Investment Partners, Llc | ||
| Dakota Wealth Management | ||
| Buffington Mohr McNeal | ||
| Ckw Financial Group | ||
| tru Independence LLC | ||
| Enterprise Financial Services Corp | ||
| Dash Acquisitions Inc. | ||
| Mcdonald Partners Llc | ||
| CNB Bank | ||
| Barclays Plc | ||
| JNBA Financial Advisors | ||
| Two Sigma Securities, Llc | ||
| Fort Washington Investment Advisors Inc /oh/ | ||
| Jackson Wealth Management, LLC | ||
| Win Advisors, Inc | ||
| Huntington National Bank | ||
| Bristlecone Advisors, LLC | ||
| McKinley Carter Wealth Services, Inc. | ||
| Fft Wealth Management Llc | ||
| Benedict Financial Advisors Inc | ||
| Pitti Group Wealth Management, LLC | ||
| Beaumont Capital Management, LLC | ||
| Blume Capital Management, Inc. | ||
| Cassady Schiller Wealth Management, LLC | ||
| Cabana Llc | ||
| Corundum Group, Inc. | ||
| New England Asset Management Inc | ||
| Bank Hapoalim Bm | ||
| Independent Advisor Alliance | ||
| Holloway Wealth Management, LLC | ||
| Main Street Research LLC | ||
| Northwest Bancshares, Inc. | ||
| Dividend Asset Capital, Llc | ||
| Bruderman Asset Management, LLC | ||
| Capital Financial Planning, LLC | ||
| J Arnold Wealth Management Co | ||
| Paradigm Financial Partners, Llc | ||
| Simplex Trading, Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Bank Of America Corp /de/ | 8,530,418 | 118.69 | 7,298,660 | 128.11 |
| Morgan Stanley | 5,591,449 | 118.69 | 5,650,895 | 128.11 |
| Ameriprise Financial Inc | 3,137,446 | 119.95 | 1,896,772 | 128.37 |
| LPL Financial LLC | 2,677,050 | 118.69 | 2,521,604 | 128.11 |
| Raymond James & Associates | 2,553,195 | 118.69 | 2,541,662 | 128.11 |
| Royal Bank Of Canada | 2,287,800 | 118.69 | 2,123,379 | 128.11 |
| Envestnet Asset Management Inc | 2,072,021 | 118.69 | 1,925,698 | 128.11 |
| Joel Isaacson & Co., LLC | 2,045,633 | 118.69 | 2,006,621 | 128.97 |
| UBS Group AG | 1,956,064 | 118.69 | 1,863,740 | 128.11 |
| Wells Fargo & Company/mn | 1,928,292 | 118.69 | 1,735,274 | 128.11 |
| Richard Bernstein Advisors LLC | 1,362,301 | 118.69 | 694,839 | 127.56 |
| Commonwealth Equity Services, Llc | 1,327,061 | 118.69 | 1,276,041 | 128.11 |
| First Republic Investment Management, Inc. | 1,297,487 | 118.69 | 1,018,636 | 128.11 |
| Raymond James Financial Services Advisors, Inc. | 1,183,338 | 118.69 | 1,324,241 | 128.11 |
| Truist Financial Corp | 1,134,740 | 118.69 | 1,069,318 | 128.11 |
| Janney Montgomery Scott LLC | 993,712 | 119.61 | 983,647 | 128.11 |
| Bank of New York Mellon Corp | 977,889 | 118.69 | 872,880 | 128.11 |
| 1st Source Bank | 943,341 | 118.69 | 930,027 | 128.11 |
| Destination Wealth Management | 720,172 | 118.69 | 725,707 | 128.11 |
| Veritable, L.P. | 712,026 | 118.69 | 712,401 | 128.11 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 883,755 | 118.90 | 827,447 | 112.23 |
| Baltimore-Washington Financial Advisors, Inc. | 52,489 | 118.69 | 45,518 | 118.02 |
| Gunma Bank,Ltd. | 49,000 | 118.69 | 0 | |
| Aries Wealth Management | 46,494 | 118.68 | 0 | |
| J.Safra Asset Management Corp | 45,389 | 8.42 | 52,195 | 7.80 |
| Westside Investment Management, Inc. | 40,919 | 0.12 | 26,100 | 0.11 |
| Consolidated Planning Corp | 32,988 | 118.68 | 0 | |
| Fifth Third Securities, Inc. | 23,096 | 118.68 | 0 | |
| Scissortail Wealth Management, LLC | 17,665 | 129.13 | 0 | |
| Kestra Private Wealth Services, Llc | 17,025 | 0.12 | 11,248 | 0.09 |
| N.E.W. Advisory Services LLC | 8,028 | 118.71 | 12,102 | 118.24 |
| CBIZ Investment Advisory Services, LLC | 7,274 | 118.64 | 0 | |
| Cerity Partners LLC | 6,514 | 118.82 | 6,412 | 95.91 |
| Private Wealth Advisors, LLC | 5,155 | 129.00 | 5,154 | 128.06 |
| Eqis Capital Management, Inc. | 5,122 | 118686.84 | 5,627 | 128.13 |
| Single Point Partners, LLC | 4,789 | 118.61 | 28,548 | 21.86 |
| VisionPoint Advisory Group, LLC | 3,393 | 129.09 | 13,111 | 123.03 |
| Janney Capital Management LLC | 3,302 | 118.72 | 0 | |
| Hsbc Holdings Plc | 3,069 | 985.34 | 9,207 | 326.71 |
| Chicago Partners Investment Group LLC | 2,972 | 126.51 | 2,938 | 122.53 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Cutler Group LP | 2,300 |
| 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 |
|---|---|---|---|---|
| Citadel Advisors Llc | 23,373 | 29,000 | 52,373 | -44.63 |
| Susquehanna International Group, Llp | 7,522 | 52,400 | 59,922 | -12.55 |
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| FUNDX - FundX Upgrader Fund | 103,000 | 118.69 |
| RELAX - FundX Conservative Upgrader Fund | 16,700 | 118.68 |
| HOTFX - FundX Aggressive Upgrader Fund | 16,700 | 118.68 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 25,023 | 118.69 | 2,681 | 128.31 |
| Great Point Wealth Advisors, LLC | 19,260 | 118.69 | 19,516 | 128.10 |
| Sage Mountain Advisors LLC | 13,900 | 118.71 | 13,900 | 128.13 |
| Prelude Capital Management, Llc | 3,957 | 118.78 | 1,673 | 127.91 |
| BDO Wealth Advisors, LLC | 865 | 119.08 | 865 | 128.32 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|