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 26 NaN 0.00 16.36
Previous Quarter 29 NaN 0.00 16.37

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 9 3 0 2 0
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 0 0 3 0 2 0
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 175 0.00 0.00 0 0.00 0.00
Previous Quarter 175 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
Sofi Wealth, Llc 20,108,626 16.37
BOF Holdings IV, LLC 223,714
Teamwork Financial Advisors, LLC 88,086 13.18
AE Wealth Management LLC 34,279 16.37
Flow Traders U.s. Llc 11,911 17.46
Royal Bank Of Canada 11,360 16.37
Walleye Capital LLC 10,809 16.38
Money Concepts Capital Corp 9,750 13.33
Morgan Stanley 6,385 16.44
UBS Group AG 5,542 16.42
Northwestern Mutual Wealth Management Co 2,009 16.43
First Manhattan Co 700 15.71
Cutler Group LP 300 13.33
Advisor Group Holdings, Inc. 283 17.67
Parallel Advisors, LLC 275 18.18
BlackRock Inc. 175 17.14
Geneos Wealth Management Inc. 132 7.58
Lee Financial Co 82 12.20
Captrust Financial Advisors 53 18.87
Cwm, Llc 29

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
Sofi Wealth, Llc 20,108,626 16.37
AE Wealth Management LLC 34,279 16.37
Teamwork Financial Advisors, LLC 33,813 16.38
Flow Traders U.s. Llc 11,911 17.46
Royal Bank Of Canada 11,360 16.37
Walleye Capital LLC 10,809 16.38
Money Concepts Capital Corp 8,100 16.42
Morgan Stanley 6,385 16.44
UBS Group AG 5,542 16.42
Northwestern Mutual Wealth Management Co 2,009 16.43
First Manhattan Co 700 15.71
IFP Advisors, Inc 321 18.69
Cutler Group LP 300 13.33
Advisor Group Holdings, Inc. 283 17.67
Parallel Advisors, LLC 275 18.18
BlackRock Inc. 175 17.14
Geneos Wealth Management Inc. 132 15.15
Lee Financial Co 82 12.20
Captrust Financial Advisors 53 18.87
Cwm, Llc 29

 

Recent Quarter Analysis

Name Shares PPS
BOF Holdings IV, LLC 223,714
Name Shares PPS
IFP Advisors, Inc 321 18.69
Ellevest, Inc.
Jane Street Group, Llc
Pnc Financial Services Group, Inc.
Bank Of America Corp /de/
Simplex Trading, Llc
Susquehanna International Group, Llp
Proequities, Inc.
Wells Fargo & Company/mn
Name Current Shares Current PPS Previous Shares Previous PPS
Teamwork Financial Advisors, LLC 88,086 13.18 33,813 16.38
Money Concepts Capital Corp 9,750 13.33 8,100 16.42
Geneos Wealth Management Inc. 132 7.58 132 15.15
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Teamwork Financial Advisors, LLC 54,273 88,086 13.18 33,813 16.38 160.51
Money Concepts Capital Corp 1,650 9,750 13.33 8,100 16.42 20.37
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Teamwork Financial Advisors, LLC 88,086 13.18 33,813 16.38
Money Concepts Capital Corp 9,750 13.33 8,100 16.42
Geneos Wealth Management Inc. 132 7.58 132 15.15
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Teamwork Financial Advisors, LLC 54,273 88,086 13.18 33,813 16.38 160.51
Money Concepts Capital Corp 1,650 9,750 13.33 8,100 16.42 20.37
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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