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 | 532 | 154.00 | 47.33 | 45.93 |
| Previous Quarter | 553 | 150.00 | 47.33 | 45.94 |
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 | 113 | 46 | 7 | 18 | 28 |
| 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 | 5 | 13 | 40 | 6 | 14 | 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 | 509 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 509 | 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/ | 19,055,579 | 47.33 |
| Morgan Stanley | 9,282,374 | 47.33 |
| Envestnet Asset Management Inc | 8,644,187 | 47.33 |
| Raymond James & Associates | 5,269,675 | 47.33 |
| Mercer Global Advisors Inc /adv | 4,809,532 | 47.33 |
| Goldman Sachs Group Inc | 4,502,112 | 47.33 |
| Aaron Wealth Advisors LLC | 4,262,918 | 21.13 |
| United Capital Financial Advisers, Llc | 3,112,302 | 47.33 |
| Wells Fargo & Company/mn | 2,782,032 | 47.33 |
| Northwestern Mutual Wealth Management Co | 2,074,867 | 47.33 |
| Pnc Financial Services Group, Inc. | 1,809,584 | 47.33 |
| Commonwealth Equity Services, Llc | 1,751,047 | 47.33 |
| Citigroup Inc | 1,448,872 | 47.33 |
| Financial Engines Advisors L.L.C. | 1,224,745 | 47.33 |
| LPL Financial LLC | 854,119 | 47.33 |
| Trustmark National Bank Trust Department | 831,298 | 47.33 |
| Caprin Asset Management Llc /adv | 791,391 | 47.33 |
| UBS Group AG | 789,824 | 47.33 |
| Stifel Financial Corp | 766,108 | 47.33 |
| Ameriprise Financial Inc | 765,472 | 47.73 |
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/ | 19,055,579 | 47.33 |
| Morgan Stanley | 9,282,374 | 47.33 |
| Envestnet Asset Management Inc | 8,644,187 | 47.33 |
| Raymond James & Associates | 5,269,675 | 47.33 |
| Mercer Global Advisors Inc /adv | 4,809,532 | 47.33 |
| Goldman Sachs Group Inc | 4,502,112 | 47.33 |
| Aaron Wealth Advisors LLC | 4,262,918 | 21.13 |
| United Capital Financial Advisers, Llc | 3,112,302 | 47.33 |
| Wells Fargo & Company/mn | 2,782,032 | 47.33 |
| Northwestern Mutual Wealth Management Co | 2,074,867 | 47.33 |
| Pnc Financial Services Group, Inc. | 1,809,584 | 47.33 |
| Commonwealth Equity Services, Llc | 1,751,047 | 47.33 |
| Citigroup Inc | 1,448,872 | 47.33 |
| Financial Engines Advisors L.L.C. | 1,224,745 | 47.33 |
| LPL Financial LLC | 854,119 | 47.33 |
| Trustmark National Bank Trust Department | 831,298 | 47.33 |
| Caprin Asset Management Llc /adv | 791,391 | 47.33 |
| UBS Group AG | 789,824 | 47.33 |
| Stifel Financial Corp | 766,108 | 47.33 |
| Ameriprise Financial Inc | 765,472 | 47.73 |
| Name | Shares | PPS |
|---|---|---|
| Resonant Capital Advisors, LLC | 26,450 | 47.26 |
| Astoria Portfolio Advisors LLC. | 18,918 | 47.26 |
| Farmer Steven Patrick | 14,849 | 47.28 |
| Ritholtz Wealth Management | 14,292 | 47.23 |
| Rockland Trust Co | 14,118 | 47.24 |
| Kestra Private Wealth Services, Llc | 7,629 | 47.32 |
| Amarillo National Bank | 6,850 | 47.30 |
| Prosperity Planning, Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Qci Asset Management Inc/ny | 524,471 | 49.40 |
| Derby & Company, Inc | 201,120 | 49.40 |
| Pacific Edge Advisors, LLC | 186,980 | 49.40 |
| Managed Account Services Inc | 51,116 | 49.40 |
| Berman Capital Advisors, LLC | 25,192 | 49.38 |
| Country Trust Bank | 17,810 | 0.06 |
| Signature Wealth Management Group | 15,126 | 47.34 |
| Everhart Financial Group, Inc. | 12,078 | 47.36 |
| HB Wealth Management, LLC | 11,879 | 47.31 |
| Investment Security Group Inc /co/ /adv | 11,502 | 49.38 |
| McNamara Financial Services, Inc. | 11,334 | 47.29 |
| Capital Investment Advisors, LLC | 10,906 | 47.31 |
| Marcum Wealth, LLC | 8,411 | 47.32 |
| Kestra Private Wealth Services, Llc | 7,629 | 47.32 |
| Bbva Usa | 7,625 | 49.31 |
| Elmwood Wealth Management, Inc. | 7,225 | 47.34 |
| RDA Financial Network | 7,042 | 47.29 |
| Calton & Associates, Inc. | 6,128 | 47.32 |
| American National Bank | 5,786 | 47.36 |
| Rfg Holdings, Inc. | 4,367 | 47.40 |
| Atticus Wealth Management, Llc | 4,345 | 47.41 |
| IFP Advisors, Inc | 3,048 | 48.88 |
| Heritage Wealth Management, Llc | 673 | 49.03 |
| Vigilant Capital Management, LLC | 491 | 46.84 |
| Valley National Advisers Inc | 419 | 47.73 |
| Sonora Investment Management, LLC | 271 | 47.97 |
| Cozad Asset Management Inc | ||
| Sigma Planning Corp | ||
| Cahill Financial Advisors Inc | ||
| Eaton Vance Management | ||
| Citadel Advisors Llc | ||
| Nixon Peabody Trust Co | ||
| Arkadios Wealth Advisors | ||
| High Falls Advisors, Inc | ||
| Parallel Advisors, LLC | ||
| Bivin & Associates, Inc. | ||
| Aua Capital Management, Llc | ||
| GoalVest Advisory LLC | ||
| Main Management LLC | ||
| Ridgecrest Wealth Partners, Llc | ||
| Stratos Wealth Advisors, LLC | ||
| Advisor Partners Llc | ||
| Farmers & Merchants Investments Inc | ||
| Oppenheimer & Co Inc | ||
| Lazard Asset Management Llc | ||
| Paulson Wealth Management Inc. | ||
| Ford Financial Group, LLC | ||
| Occidental Asset Management, LLC | ||
| Columbus Macro, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Transcend Wealth Collective, Llc | ||
| Bristlecone Advisors, LLC | ||
| North Star Investment Management Corp. | ||
| Hamilton Capital, LLC | ||
| AllSquare Wealth Management LLC | ||
| Fsb Premier Wealth Management, Inc. | ||
| Ironwood Investment Counsel, LLC | ||
| Delta Asset Management Llc/tn | ||
| Wealth Alliance | ||
| Sage Private Wealth Group, Llc | ||
| Bokf, Na | ||
| Tiedemann Advisors, Llc | ||
| Kowal Investment Group, LLC | ||
| Livingston Group Asset Management CO (operating as Southport Capital Management) | ||
| CoreCap Advisors, LLC | ||
| JNBA Financial Advisors | ||
| SignalPoint Asset Management, LLC | ||
| Vista Finance, Llc | ||
| Renaissance Technologies Llc | ||
| V Wealth Advisors LLC | ||
| Birchcreek Wealth Management, LLC | ||
| PFG Advisors | ||
| Bangor Savings Bank | ||
| One Wealth Advisors, LLC | ||
| Integrated Wealth Concepts LLC | ||
| Hartland & Co., LLC | ||
| Schneider Downs Wealth Management Advisors, LP | ||
| TD Capital Management LLC | ||
| Bogart Wealth, LLC | ||
| Sterling Financial Planning, Inc. | ||
| SJA Financial Advisory, LLC | ||
| Fortress Wealth Management, Inc. | ||
| Huntington National Bank | ||
| Parallel Advisors, LLC | ||
| Optimum Investment Advisors | ||
| Pathstone Family Office, Llc | ||
| Central Bank & Trust Co | ||
| Flagship Private Wealth, LLC | ||
| Lakeview Capital Partners, LLC | ||
| Arden Trust Co | ||
| Cypress Capital, LLC | ||
| Neuberger Berman Group LLC | ||
| High Note Wealth, LLC | ||
| Sage Mountain Advisors LLC | ||
| Smart Money Group LLC | ||
| XML Financial, LLC | ||
| BCS Wealth Management | ||
| Aurora Private Wealth, Inc. | ||
| Ackerman Capital Advisors, LLC | ||
| Jacobi Capital Management LLC | ||
| Bnp Paribas Arbitrage, Sa | ||
| StoneX Group Inc. | ||
| Solstein Capital, LLC | ||
| Glassman Wealth Services | ||
| Manning & Napier Group, LLC | ||
| Barclays Plc | ||
| Carolinas Wealth Consulting Llc | ||
| Liberty Wealth Management Llc | ||
| Goodman Advisory Group, LLC | ||
| Strategic Financial Services, Inc, | ||
| Walled Lake Planning & Wealth Management, Llc | ||
| Strategic Blueprint, LLC | ||
| Summit Financial, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| APCM Wealth Management for Individuals | 427,521 | 47.26 | 319,794 | 47.33 |
| Dubuque Bank & Trust Co | 188,487 | 47.26 | 165,913 | 47.33 |
| Symmetry Partners, LLC | 130,653 | 47.26 | 138,983 | 47.33 |
| Peak Financial Advisors Llc | 106,710 | 47.26 | 106,978 | 47.33 |
| Allworth Financial LP | 95,725 | 47.26 | 100,171 | 47.33 |
| Crestwood Advisors Group LLC | 92,555 | 47.26 | 178,215 | 47.33 |
| Private Advisor Group, LLC | 91,325 | 47.26 | 94,087 | 47.33 |
| Apella Capital, LLC | 86,129 | 47.25 | 62,690 | 47.33 |
| Kwmg, Llc | 63,270 | 47.26 | 59,194 | 47.34 |
| McAdam, LLC | 58,974 | 47.26 | 59,109 | 47.34 |
| Westside Investment Management, Inc. | 44,155 | 0.05 | 40,220 | 0.05 |
| Moseley Investment Management Inc | 44,128 | 47.25 | 53,113 | 47.33 |
| McNaughton Wealth Management, LLC | 39,341 | 47.25 | 36,837 | 47.32 |
| Cliftonlarsonallen Wealth Advisors, Llc | 39,045 | 47.25 | 38,537 | 47.33 |
| Prairiewood Capital, LLC | 38,006 | 47.26 | 19,315 | 47.32 |
| Alaska Permanent Capital Management | 37,271 | 47.25 | 49,510 | 47.32 |
| Covington Capital Management | 32,260 | 47.27 | 31,890 | 47.32 |
| Raymond James Trust N.a. | 30,747 | 47.26 | 54,469 | 47.33 |
| Parkside Financial Bank & Trust | 26,105 | 47.27 | 25,863 | 47.36 |
| Massmutual Trust Co Fsb/adv | 24,987 | 0.04 | 46,873 | 0.04 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Parkside Investments, LLC | 260,629 | 47.26 | 0 | |
| Chesley Taft & Associates LLC | 88,219 | 47.26 | 87,969 | 47.02 |
| Sightline Wealth Advisors, LLC | 16,233 | 47.25 | 0 | |
| Wbh Advisory Inc | 12,233 | 47.49 | 14,484 | 46.74 |
| Castle Rock Wealth Management, LLC | 8,850 | 47.34 | 8,850 | 46.78 |
| Lake Street Financial Llc | 8,766 | 47.23 | 0 | |
| Global Retirement Partners, LLC | 1,500 | 47.33 | 1,500 | 46.67 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name |
|---|
| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Resonant Capital Advisors, LLC | 26,450 | 47.26 |
| Ritholtz Wealth Management | 14,292 | 47.23 |
| Rockland Trust Co | 14,118 | 47.24 |
| Amarillo National Bank | 6,850 | 47.30 |
| Prosperity Planning, Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Valley National Advisers Inc | 419 | 47.73 |
| Elmwood Wealth Management, Inc. | 7,225 | 47.34 |
| Rfg Holdings, Inc. | 4,367 | 47.40 |
| Country Trust Bank | 17,810 | 0.06 |
| Calton & Associates, Inc. | 6,128 | 47.32 |
| Atticus Wealth Management, Llc | 4,345 | 47.41 |
| RDA Financial Network | 7,042 | 47.29 |
| Everhart Financial Group, Inc. | 12,078 | 47.36 |
| HB Wealth Management, LLC | 11,879 | 47.31 |
| Marcum Wealth, LLC | 8,411 | 47.32 |
| Signature Wealth Management Group | 15,126 | 47.34 |
| American National Bank | 5,786 | 47.36 |
| McNamara Financial Services, Inc. | 11,334 | 47.29 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| APCM Wealth Management for Individuals | 427,521 | 47.26 | 319,794 | 47.33 |
| Dubuque Bank & Trust Co | 188,487 | 47.26 | 165,913 | 47.33 |
| Symmetry Partners, LLC | 130,653 | 47.26 | 138,983 | 47.33 |
| Peak Financial Advisors Llc | 106,710 | 47.26 | 106,978 | 47.33 |
| Allworth Financial LP | 95,725 | 47.26 | 100,171 | 47.33 |
| Private Advisor Group, LLC | 91,325 | 47.26 | 94,087 | 47.33 |
| Kwmg, Llc | 63,270 | 47.26 | 59,194 | 47.34 |
| McAdam, LLC | 58,974 | 47.26 | 59,109 | 47.34 |
| Westside Investment Management, Inc. | 44,155 | 0.05 | 40,220 | 0.05 |
| Moseley Investment Management Inc | 44,128 | 47.25 | 53,113 | 47.33 |
| McNaughton Wealth Management, LLC | 39,341 | 47.25 | 36,837 | 47.32 |
| Prairiewood Capital, LLC | 38,006 | 47.26 | 19,315 | 47.32 |
| Alaska Permanent Capital Management | 37,271 | 47.25 | 49,510 | 47.32 |
| Raymond James Trust N.a. | 30,747 | 47.26 | 54,469 | 47.33 |
| Parkside Financial Bank & Trust | 26,105 | 47.27 | 25,863 | 47.36 |
| First Affirmative Financial Network | 21,317 | 47.24 | 21,969 | 47.34 |
| Cambridge Investment Research Advisors, Inc. | 21,216 | 47.28 | 42,078 | 47.34 |
| Friedenthal Financial | 21,115 | 47.26 | 23,875 | 47.33 |
| Adviser Investments LLC | 20,520 | 47.27 | 14,264 | 47.32 |
| Orion Portfolio Solutions, LLC | 20,307 | 47.27 | 28,649 | 47.33 |
| Financial Management Professionals, Inc. | 19,169 | 47.26 | 24,069 | 47.32 |
| Juncture Wealth Strategies, Llc | 18,998 | 47.27 | 13,465 | 47.31 |
| BerganKDV Wealth Management, LLC | 18,913 | 47.27 | 19,765 | 47.31 |
| RGT Wealth Advisors, LLC | 18,304 | 47.26 | 22,966 | 47.33 |
| Boston Standard Wealth Management, LLC | 17,959 | 47.33 | 25,580 | 47.34 |
| Jentner Corp | 14,900 | 47.25 | 14,900 | 47.32 |
| Confluence Investment Management Llc | 14,849 | 47.28 | 15,897 | 47.30 |
| Baldrige Asset Management LLC | 12,987 | 47.28 | 11,555 | 47.34 |
| Wedmont Private Capital | 10,123 | 47.22 | 10,123 | 47.32 |
| Eclectic Associates Inc /adv | 10,035 | 47.23 | 10,035 | 47.33 |
| Omega Financial Group, LLC | 9,064 | 47.22 | 14,876 | 47.32 |
| Procyon Private Wealth Partners, LLC | 8,164 | 47.28 | 11,245 | 47.31 |
| Alhambra Investment Partners LLC | 8,000 | 47.25 | 8,000 | 47.38 |
| Relaxing Retirement Coach | 6,801 | 47.20 | 31,721 | 47.32 |
| Diligent Investors, LLC | 6,444 | 47.33 | 6,969 | 47.35 |
| YHB Investment Advisors, Inc. | 6,135 | 47.27 | 6,335 | 47.36 |
| McBroom & Associates, LLC | 4,630 | 47.30 | 4,710 | 47.35 |
| BKA Wealth Consulting, Inc. | 4,450 | 47.19 | 4,450 | 47.42 |
| Rosenberg Matthew Hamilton | 639 | 46.95 | 638 | 47.02 |
| Gradient Investments LLC | 200 | 45.00 | 647 | 47.91 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Parkside Investments, LLC | 260,629 | 47.26 | 0 | |
| Sightline Wealth Advisors, LLC | 16,233 | 47.25 | 0 | |
| Wbh Advisory Inc | 12,233 | 47.49 | 14,484 | 46.74 |
| Castle Rock Wealth Management, LLC | 8,850 | 47.34 | 8,850 | 46.78 |
| Lake Street Financial Llc | 8,766 | 47.23 | 0 | |
| Global Retirement Partners, LLC | 1,500 | 47.33 | 1,500 | 46.67 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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