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 68 32.00 32.99 33.35
Previous Quarter 74 34.00 33.00 33.82

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 17 6 0 2 2
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 1 0 6 0 2 2
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
Captrust Financial Advisors 195,273 33.00
IHT Wealth Management, LLC 180,607 33.00
Morgan Stanley 178,422 33.00
UBS Group AG 162,587 33.00
Advisor Group Holdings, Inc. 153,275 43.91
Auxano Advisors, LLC 121,348 33.00
Wells Fargo & Company/mn 110,246 33.00
GWM Advisors LLC 79,739 33.00
Bank Of America Corp /de/ 79,509 32.99
Laurel Wealth Advisors, Inc. 66,520 33.00
Pekin Hardy Strauss, Inc. 63,200 33.01
Stifel Financial Corp 62,107 33.01
Royal Bank Of Canada 52,020 32.99
LPL Financial LLC 45,963 33.00
United Capital Financial Advisers, Llc 45,861 32.99
Private Advisor Group, LLC 42,424 24.30
Evergreen Capital Management Llc 41,875 33.00
Commonwealth Equity Services, Llc 37,828 32.99
U.S. Capital Wealth Advisors, LLC 36,472 33.01
Ade, Llc 29,026 24.29

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
Captrust Financial Advisors 195,273 33.00
IHT Wealth Management, LLC 180,607 33.00
Morgan Stanley 178,422 33.00
UBS Group AG 162,587 33.00
Advisor Group Holdings, Inc. 153,275 43.91
Auxano Advisors, LLC 121,348 33.00
Wells Fargo & Company/mn 110,246 33.00
GWM Advisors LLC 79,739 33.00
Bank Of America Corp /de/ 79,509 32.99
Laurel Wealth Advisors, Inc. 66,520 33.00
Pekin Hardy Strauss, Inc. 63,200 33.01
Stifel Financial Corp 62,107 33.01
Royal Bank Of Canada 52,020 32.99
LPL Financial LLC 45,963 33.00
United Capital Financial Advisers, Llc 45,861 32.99
Evergreen Capital Management Llc 41,875 33.00
Commonwealth Equity Services, Llc 37,828 32.99
Private Advisor Group, LLC 37,556 32.99
U.S. Capital Wealth Advisors, LLC 36,472 33.01
Ade, Llc 29,026 33.00

 

Recent Quarter Analysis

Name Shares PPS
Bridge Advisory, LLC 17,994 23.06
Name Shares PPS
Citigroup Inc
Baird Financial Group, Inc.
Fifth Third Bancorp
Toth Financial Advisory Corp
Cetera Investment Advisers
TCI Wealth Advisors, Inc.
Botty Investors LLC
Citadel Advisors Llc
Greenline Partners, LLC
Proequities, Inc.
Gainplan LLC
Jane Street Group, Llc
One + One Wealth Management, Llc
Total Clarity Wealth Management, Inc.
CoreCap Advisors, LLC
Signet Financial Management, Llc
Susquehanna International Group, Llp
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 42,424 24.30 37,556 32.99
Ade, Llc 29,026 24.29 29,026 33.00
Cambridge Investment Research Advisors, Inc. 8,525 24.28 7,407 32.94
Boenning & Scattergood, Inc. 8,282 24.27 8,682 32.94
Optimum Investment Advisors 4,500 24.22 5,200 33.08
West Oak Capital, LLC 19 19 52.63
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 4,868 42,424 24.30 37,556 32.99 12.96
Cambridge Investment Research Advisors, Inc. 1,118 8,525 24.28 7,407 32.94 15.09
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Optimum Investment Advisors 700 4,500 24.22 5,200 33.08 -13.46
Boenning & Scattergood, Inc. 400 8,282 24.27 8,682 32.94 -4.61
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
Bridge Advisory, LLC 17,994 23.06
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 42,424 24.30 37,556 32.99
Ade, Llc 29,026 24.29 29,026 33.00
Cambridge Investment Research Advisors, Inc. 8,525 24.28 7,407 32.94
Boenning & Scattergood, Inc. 8,282 24.27 8,682 32.94
Optimum Investment Advisors 4,500 24.22 5,200 33.08
West Oak Capital, LLC 19 19 52.63
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 4,868 42,424 24.30 37,556 32.99 12.96
Cambridge Investment Research Advisors, Inc. 1,118 8,525 24.28 7,407 32.94 15.09
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Optimum Investment Advisors 700 4,500 24.22 5,200 33.08 -13.46
Boenning & Scattergood, Inc. 400 8,282 24.27 8,682 32.94 -4.61
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