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 532 154.00 47.33 45.93
Previous Quarter 553 150.00 47.33 45.94

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 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 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 509 0.00 0.00 0 0.00 0.00
Previous Quarter 509 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
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

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
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

 

Recent Quarter Analysis

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 Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Parkside Investments, LLC 260,629 260,629 47.26 0 0.00
APCM Wealth Management for Individuals 107,727 427,521 47.26 319,794 47.33 33.69
Apella Capital, LLC 23,439 86,129 47.25 62,690 47.33 37.39
Dubuque Bank & Trust Co 22,574 188,487 47.26 165,913 47.33 13.61
Prairiewood Capital, LLC 18,691 38,006 47.26 19,315 47.32 96.77
Sightline Wealth Advisors, LLC 16,233 16,233 47.25 0 0.00
Lake Street Financial Llc 8,766 8,766 47.23 0 0.00
Adviser Investments LLC 6,256 20,520 47.27 14,264 47.32 43.86
Juncture Wealth Strategies, Llc 5,533 18,998 47.27 13,465 47.31 41.09
Kwmg, Llc 4,076 63,270 47.26 59,194 47.34 6.89
Westside Investment Management, Inc. 3,935 44,155 0.05 40,220 0.05 9.78
McNaughton Wealth Management, LLC 2,504 39,341 47.25 36,837 47.32 6.80
Baldrige Asset Management LLC 1,432 12,987 47.28 11,555 47.34 12.39
Cliftonlarsonallen Wealth Advisors, Llc 508 39,045 47.25 38,537 47.33 1.32
Covington Capital Management 370 32,260 47.27 31,890 47.32 1.16
Chesley Taft & Associates LLC 250 88,219 47.26 87,969 47.02 0.28
Parkside Financial Bank & Trust 242 26,105 47.27 25,863 47.36 0.94
Rosenberg Matthew Hamilton 1 639 46.95 638 47.02 0.16
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Crestwood Advisors Group LLC 85,660 92,555 47.26 178,215 47.33 -48.07
Relaxing Retirement Coach 24,920 6,801 47.20 31,721 47.32 -78.56
Raymond James Trust N.a. 23,722 30,747 47.26 54,469 47.33 -43.55
Massmutual Trust Co Fsb/adv 21,886 24,987 0.04 46,873 0.04 -46.69
Cambridge Investment Research Advisors, Inc. 20,862 21,216 47.28 42,078 47.34 -49.58
Alaska Permanent Capital Management 12,239 37,271 47.25 49,510 47.32 -24.72
Moseley Investment Management Inc 8,985 44,128 47.25 53,113 47.33 -16.92
Orion Portfolio Solutions, LLC 8,342 20,307 47.27 28,649 47.33 -29.12
Symmetry Partners, LLC 8,330 130,653 47.26 138,983 47.33 -5.99
Boston Standard Wealth Management, LLC 7,621 17,959 47.33 25,580 47.34 -29.79
Omega Financial Group, LLC 5,812 9,064 47.22 14,876 47.32 -39.07
Financial Management Professionals, Inc. 4,900 19,169 47.26 24,069 47.32 -20.36
RGT Wealth Advisors, LLC 4,662 18,304 47.26 22,966 47.33 -20.30
Allworth Financial LP 4,446 95,725 47.26 100,171 47.33 -4.44
Procyon Private Wealth Partners, LLC 3,081 8,164 47.28 11,245 47.31 -27.40
Private Advisor Group, LLC 2,762 91,325 47.26 94,087 47.33 -2.94
Friedenthal Financial 2,760 21,115 47.26 23,875 47.33 -11.56
Wbh Advisory Inc 2,251 12,233 47.49 14,484 46.74 -15.54
Confluence Investment Management Llc 1,048 14,849 47.28 15,897 47.30 -6.59
BerganKDV Wealth Management, LLC 852 18,913 47.27 19,765 47.31 -4.31
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
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 Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Parkside Investments, LLC 260,629 260,629 47.26 0 0.00
APCM Wealth Management for Individuals 107,727 427,521 47.26 319,794 47.33 33.69
Dubuque Bank & Trust Co 22,574 188,487 47.26 165,913 47.33 13.61
Prairiewood Capital, LLC 18,691 38,006 47.26 19,315 47.32 96.77
Sightline Wealth Advisors, LLC 16,233 16,233 47.25 0 0.00
Lake Street Financial Llc 8,766 8,766 47.23 0 0.00
Adviser Investments LLC 6,256 20,520 47.27 14,264 47.32 43.86
Juncture Wealth Strategies, Llc 5,533 18,998 47.27 13,465 47.31 41.09
Kwmg, Llc 4,076 63,270 47.26 59,194 47.34 6.89
Westside Investment Management, Inc. 3,935 44,155 0.05 40,220 0.05 9.78
McNaughton Wealth Management, LLC 2,504 39,341 47.25 36,837 47.32 6.80
Baldrige Asset Management LLC 1,432 12,987 47.28 11,555 47.34 12.39
Parkside Financial Bank & Trust 242 26,105 47.27 25,863 47.36 0.94
Rosenberg Matthew Hamilton 1 639 46.95 638 47.02 0.16
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Relaxing Retirement Coach 24,920 6,801 47.20 31,721 47.32 -78.56
Raymond James Trust N.a. 23,722 30,747 47.26 54,469 47.33 -43.55
Cambridge Investment Research Advisors, Inc. 20,862 21,216 47.28 42,078 47.34 -49.58
Alaska Permanent Capital Management 12,239 37,271 47.25 49,510 47.32 -24.72
Moseley Investment Management Inc 8,985 44,128 47.25 53,113 47.33 -16.92
Orion Portfolio Solutions, LLC 8,342 20,307 47.27 28,649 47.33 -29.12
Symmetry Partners, LLC 8,330 130,653 47.26 138,983 47.33 -5.99
Boston Standard Wealth Management, LLC 7,621 17,959 47.33 25,580 47.34 -29.79
Omega Financial Group, LLC 5,812 9,064 47.22 14,876 47.32 -39.07
Financial Management Professionals, Inc. 4,900 19,169 47.26 24,069 47.32 -20.36
RGT Wealth Advisors, LLC 4,662 18,304 47.26 22,966 47.33 -20.30
Allworth Financial LP 4,446 95,725 47.26 100,171 47.33 -4.44
Procyon Private Wealth Partners, LLC 3,081 8,164 47.28 11,245 47.31 -27.40
Private Advisor Group, LLC 2,762 91,325 47.26 94,087 47.33 -2.94
Friedenthal Financial 2,760 21,115 47.26 23,875 47.33 -11.56
Wbh Advisory Inc 2,251 12,233 47.49 14,484 46.74 -15.54
Confluence Investment Management Llc 1,048 14,849 47.28 15,897 47.30 -6.59
BerganKDV Wealth Management, LLC 852 18,913 47.27 19,765 47.31 -4.31
First Affirmative Financial Network 652 21,317 47.24 21,969 47.34 -2.97
Diligent Investors, LLC 525 6,444 47.33 6,969 47.35 -7.53
Gradient Investments LLC 447 200 45.00 647 47.91 -69.09
Peak Financial Advisors Llc 268 106,710 47.26 106,978 47.33 -0.25
YHB Investment Advisors, Inc. 200 6,135 47.27 6,335 47.36 -3.16
McAdam, LLC 135 58,974 47.26 59,109 47.34 -0.23
McBroom & Associates, LLC 80 4,630 47.30 4,710 47.35 -1.70
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