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 | 373 | 23021.00 | 57.67 | 3499.84 |
| Previous Quarter | 467 | 485.00 | 60.41 | 123.75 |
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 | 30 | 192 | 137 | 108 | 73 | 125 |
| 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 | 2 | 1 | 0 | 0 | 2 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 0 | 0 | 0 | 0 | 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 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 |
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/ | 14,950,990 | 57.61 |
| Morgan Stanley | 1,021,295 | 57.61 |
| LPL Financial LLC | 939,509 | 57.61 |
| UBS Group AG | 713,227 | 57.61 |
| Wells Fargo & Company/mn | 322,446 | 57.61 |
| Ameriprise Financial Inc | 264,801 | 57.66 |
| Royal Bank Of Canada | 219,422 | 57.62 |
| Raymond James & Associates | 195,307 | 57.61 |
| Advisor Group Holdings, Inc. | 191,689 | 57.61 |
| Citadel Advisors Llc | 175,869 | 57.61 |
| Susquehanna International Group, Llp | 161,700 | 57.61 |
| Pnc Financial Services Group, Inc. | 144,817 | 57.61 |
| Cambridge Investment Research Advisors, Inc. | 144,712 | 0.06 |
| Commonwealth Equity Services, Llc | 140,355 | 0.06 |
| Jane Street Group, Llc | 139,917 | 57.61 |
| Jpmorgan Chase & Co | 127,894 | 57.62 |
| Raymond James Financial Services Advisors, Inc. | 118,428 | 57611.41 |
| Mml Investors Services, Llc | 116,089 | 0.06 |
| Susquehanna International Group, Llp | 114,300 | 57.61 |
| Susquehanna International Group, Llp | 114,088 | 57.61 |
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/ | 16,645,815 | 60.41 |
| Morgan Stanley | 1,265,718 | 60.41 |
| LPL Financial LLC | 991,607 | 60.41 |
| UBS Group AG | 974,022 | 60.41 |
| Wells Fargo & Company/mn | 461,566 | 60.41 |
| Ameriprise Financial Inc | 251,242 | 60.58 |
| Royal Bank Of Canada | 251,177 | 60.41 |
| Raymond James & Associates | 214,456 | 60.41 |
| Advisor Group Holdings, Inc. | 211,805 | 60.42 |
| Cambridge Investment Research Advisors, Inc. | 195,624 | 60.41 |
| Wade G W & Inc | 190,562 | 60.41 |
| Raymond James Financial Services Advisors, Inc. | 188,151 | 60.41 |
| Pnc Financial Services Group, Inc. | 172,615 | 60.40 |
| Commonwealth Equity Services, Llc | 171,514 | 60.41 |
| Private Advisor Group, LLC | 142,091 | 60.41 |
| Jpmorgan Chase & Co | 129,877 | 60.41 |
| Envestnet Asset Management Inc | 118,633 | 60.41 |
| Stifel Financial Corp | 116,041 | 60.42 |
| Mml Investors Services, Llc | 107,463 | 60.41 |
| Titus Wealth Management | 105,853 | 65.90 |
| Name | Shares | PPS |
|---|---|---|
| Cascade Investment Group, Inc. | 35,555 | 57.60 |
| PCG Wealth Advisors, LLC | 18,021 | 57.60 |
| Kraft, Davis & Associates, LLC | 16,914 | 67.52 |
| CIC Wealth, LLC | 12,538 | 57.58 |
| Taconic Capital Advisors LP | 10,750 | 57.58 |
| Insight Advisors, LLC/ PA | 6,570 | 57.53 |
| Davis Investment Partners, LLC | 5,825 | 65.92 |
| Resources Investment Advisors, LLC. | 5,504 | 57610.10 |
| HB Wealth Management, LLC | 5,125 | 57609.95 |
| Insigneo Advisory Services, Llc | 4,806 | 57.64 |
| Paul Damon & Associates, Inc. | 4,705 | 57.60 |
| Baker Avenue Asset Management, LP | 3,741 | 57.74 |
| Financial Freedom, LLC | 3,057 | 57.57 |
| Colonial Trust Co / SC | 1,200 | 57.50 |
| Y.D. More Investments Ltd | 923 | 57.42 |
| Luken Investment Analytics, LLC | 589 | 57.72 |
| Kraematon Investment Advisors, Inc | 500 | 58.00 |
| Bessemer Group Inc | 402 | 57.21 |
| Cornerstone Planning Group LLC | 332 | 57.23 |
| VitalStone Financial, LLC | 247 | 56680.16 |
| Name | Shares | PPS |
|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 56,301 | 60.41 |
| PEAK6 Investments LLC | 43,900 | 60.41 |
| Flow Traders U.s. Llc | 28,588 | 60.41 |
| Magnetar Financial LLC | 15,500 | 60.39 |
| Kovack Advisors, Inc. | 15,398 | 60.40 |
| Golden State Wealth Management, LLC | 11,810 | 90.52 |
| Cutler Group LP | 9,900 | 19.70 |
| Wedbush Securities Inc | 9,325 | 60.38 |
| Kingsview Wealth Management, LLC | 8,462 | 60.39 |
| Pinnacle Private Wealth, LLC | 7,897 | 65.85 |
| GPS Wealth Strategies Group, LLC | 7,243 | 60.47 |
| Householder Group Estate & Retirement Specialist, LLC | 7,001 | 60.28 |
| Captrust Financial Advisors | 6,386 | 60.44 |
| Thrivent Financial For Lutherans | 6,139 | 61.08 |
| EUCG - Euclid Capital Growth ETF | 5,794 | 70.42 |
| Kings Point Capital Management | 5,517 | 90.45 |
| Fermata Advisors, LLC | 4,618 | 60.42 |
| Flagship Harbor Advisors, Llc | 4,405 | 60.39 |
| First Heartland Consultants, Inc. | 4,002 | 60.22 |
| Fifth Third Securities, Inc. | 3,791 | 60.41 |
| Guardian Wealth Advisors, LLC | 3,757 | 60.42 |
| MAI Capital Management | 3,664 | 60.32 |
| United Capital Financial Advisers, Llc | 3,644 | 60.37 |
| Ahrens Investment Partners LLC | 3,595 | 60.36 |
| Zimmermann Investment Management & Planning Llc | 3,591 | 60.43 |
| Unconventional Investor, LLC | 3,493 | 60.41 |
| Valmark Advisers, Inc. | 3,442 | 60.43 |
| Papp L Roy & Associates | 3,379 | 60.37 |
| Forte Capital Llc /adv | 2,130 | 104.23 |
| MUFG Americas Holdings Corp | 1,795 | 60.17 |
| BerganKDV Wealth Management, LLC | 1,287 | 60.61 |
| Ellis Investment Partners, LLC | 451 | 59.87 |
| EdgeRock Capital LLC | 352 | 59.66 |
| Karlinski Andrew C | 289 | 58.82 |
| Cordasco Financial Network | 269 | 66.91 |
| First Manhattan Co | 200 | 60.00 |
| Zullo Investment Group, Inc. | 100 | 60.00 |
| Assetmark, Inc | 88 | 56.82 |
| Tradition Wealth Management, LLC | 79 | 63.29 |
| Trust Co | 48 | 62.50 |
| Benjamin Edwards Inc | 37 | 54.05 |
| FinTrust Capital Advisors, LLC | 37 | 54.05 |
| Signature Securities Group Corporation | 24 | 60916.67 |
| Verus Capital Partners, Llc | ||
| Claudia M.p. Batlle, Crp (r) Llc | ||
| Cornerstone Advisory, LLC | ||
| Millennium Management Llc | ||
| Centaurus Financial, Inc. | ||
| Avantax Planning Partners, Inc. | ||
| Princeton Global Asset Management LLC | ||
| Northern Oak Wealth Management Inc | ||
| BCJ Capital Management, LLC | ||
| North Star Investment Management Corp. | ||
| Stratos Wealth Advisors, LLC | ||
| Woodward Diversified Capital, Llc | ||
| CHURCHILL MANAGEMENT Corp | ||
| Mason & Associates Inc | ||
| Balyasny Asset Management Llc | ||
| Harbour Capital Advisors, LLC | ||
| Tcwp Llc | ||
| Semmax Financial Advisors Inc. | ||
| Sandy Cove Advisors, LLC | ||
| Keystone Wealth Services, LLC | ||
| Regent Peak Wealth Advisors LLC | ||
| Carolina Wealth Advisors, LLC | ||
| Iron Financial, LLC | ||
| Schroder Investment Management Group | ||
| Bullseye Investment Management, LLC | ||
| Great Valley Advisor Group, Inc. | ||
| Wealth Advisors, Inc. | ||
| SOUTH STATE Corp | ||
| Main Management LLC | ||
| San Luis Wealth Advisors LLC | ||
| Beacon Financial Advisory LLC | ||
| Elk River Wealth Management, LLC | ||
| Concentrum Wealth Management | ||
| WealthCare Investment Partners, LLC | ||
| Harvest Investment Services, LLC | ||
| Orion Portfolio Solutions, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Toronto Dominion Bank | ||
| Vienna Asset Management LLC | ||
| Cambridge Trust Co | ||
| CAPROCK Group, Inc. | ||
| OneAscent Wealth Management LLC | ||
| Eudaimonia Advisors Llc | ||
| Virtue Capital Management, LLC | ||
| Wealth Effects Llc | ||
| Goodwin Investment Advisory | ||
| Quad-Cities Investment Group, LLC | ||
| Capital Asset Advisory Services LLC | ||
| Mirabella Financial Services Llp | ||
| Ulland Investment Advisors, LLC | ||
| Oxford Financial Group Ltd | ||
| Future Financial Wealth Managment LLC | ||
| Cpwm, Llc | ||
| Fortitude Advisory Group L.L.C. | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Perennial Investment Advisors, LLC | ||
| Coastal Capital Group, Inc. | ||
| Objective Capital Management, LLC | ||
| Reitz Capital Advisors LLC | ||
| Parallax Volatility Advisers, L.P. | ||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | ||
| Raymond James Trust N.a. | ||
| NewEdge Wealth, LLC | ||
| Florin Court Capital LLP | ||
| Strategic Advisors LLC | ||
| Capital Advisors, Ltd. LLC | ||
| Orion Capital Management LLC | ||
| Douglass Winthrop Advisors, LLC | ||
| tru Independence LLC | ||
| Investment Advisory Group, LLC | ||
| Tanager Wealth Management LLP | ||
| Magnus Financial Group LLC | ||
| First National Trust Co | ||
| Pallas Capital Advisors LLC | ||
| WealthTrust Asset Management, LLC | ||
| Engrave Wealth Partners LLC | ||
| Crestmont Private Wealth LLC | ||
| Rosenberg Matthew Hamilton | ||
| Colony Group Llc | ||
| DeDora Capital, Inc. | ||
| Oxler Private Wealth LLC | ||
| Brandywine Oak Private Wealth Llc | ||
| Glenmede Trust Co Na | ||
| Phoenix Holdings Ltd. | ||
| Csenge Advisory Group | ||
| Kayne Anderson Rudnick Investment Management Llc | ||
| Crescent Grove Advisors, LLC | ||
| Washington Trust Advisors, Inc. | ||
| Brighton Jones Llc | ||
| Dynamic Advisor Solutions LLC | ||
| EP Wealth Advisors, Inc. | ||
| Calton & Associates, Inc. | ||
| Cerity Partners LLC | ||
| Heritage Wealth Management, Llc | ||
| Toroso Investments, LLC | ||
| Essex Financial Services, Inc. | ||
| Beaumont Financial Partners, LLC | ||
| Secure Asset Management, LLC | ||
| Baker Tilly Financial, Llc | ||
| Prudential Financial Inc | ||
| StoneX Group Inc. | ||
| Ieq Capital, Llc | ||
| Game Plan Financial Advisors, LLC | ||
| Heritage Financial Services, LLC | ||
| IHT Wealth Management, LLC | ||
| Worth Asset Management, LLC | ||
| Tempus Wealth Planning, LLC | ||
| Apollon Wealth Management, LLC | ||
| Mjp Associates Inc /adv | ||
| Tsfg, Llc | ||
| Regentatlantic Capital Llc | ||
| Transcend Wealth Collective, Llc | ||
| Gryphon Financial Partners LLC | ||
| Level Financial Advisors, Inc. | ||
| Mystic Asset Management, Inc. | ||
| Arete Wealth Advisors, LLC | ||
| Pathstone Family Office, Llc | ||
| Eudaimonia Partners, LLC | ||
| Ayalon Holdings Ltd. | ||
| Jump Financial, LLC | ||
| Provident Wealth Management, LLC | ||
| Koshinski Asset Management, Inc. | ||
| Regal Investment Advisors LLC | ||
| Total Clarity Wealth Management, Inc. | ||
| Bedel Financial Consulting, Inc. | ||
| CenterStar Asset Management, LLC | ||
| Bank of New York Mellon Corp | ||
| Acorn Financial Advisory Services Inc /adv | ||
| ASB Consultores, LLC | ||
| Modera Wealth Management, LLC | ||
| Barclays Plc | ||
| Onyx Bridge Wealth Group LLC | ||
| Wedmont Private Capital | ||
| McClarren Financial Advisors, Inc. | ||
| Charter Oak Capital Management, LLC | ||
| Clean Yield Group | ||
| Stonebridge Capital Advisors LLC | ||
| Smart Portfolios, LLC | ||
| Prudential Plc | ||
| Adviser Investments LLC | ||
| Huntington National Bank | ||
| GeoWealth Management, LLC | ||
| RWM Asset Management, LLC | ||
| Acropolis Investment Management, LLC | ||
| Sowell Financial Services LLC | ||
| Aspire Private Capital, LLC | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Parametric Portfolio Associates Llc | ||
| LexAurum Advisors, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Bank Of America Corp /de/ | 14,950,990 | 57.61 | 16,645,815 | 60.41 |
| Morgan Stanley | 1,021,295 | 57.61 | 1,265,718 | 60.41 |
| LPL Financial LLC | 939,509 | 57.61 | 991,607 | 60.41 |
| UBS Group AG | 713,227 | 57.61 | 974,022 | 60.41 |
| Wells Fargo & Company/mn | 322,446 | 57.61 | 461,566 | 60.41 |
| Ameriprise Financial Inc | 264,801 | 57.66 | 251,242 | 60.58 |
| Royal Bank Of Canada | 219,422 | 57.62 | 251,177 | 60.41 |
| Raymond James & Associates | 195,307 | 57.61 | 214,456 | 60.41 |
| Advisor Group Holdings, Inc. | 191,689 | 57.61 | 211,805 | 60.42 |
| Citadel Advisors Llc | 175,869 | 57.61 | 57,800 | 60.42 |
| Susquehanna International Group, Llp | 161,700 | 57.61 | 105,700 | 60.41 |
| Pnc Financial Services Group, Inc. | 144,817 | 57.61 | 172,615 | 60.40 |
| Cambridge Investment Research Advisors, Inc. | 144,712 | 0.06 | 195,624 | 60.41 |
| Commonwealth Equity Services, Llc | 140,355 | 0.06 | 171,514 | 60.41 |
| Jane Street Group, Llc | 139,917 | 57.61 | 61,700 | 60.41 |
| Jpmorgan Chase & Co | 127,894 | 57.62 | 129,877 | 60.41 |
| Mml Investors Services, Llc | 116,089 | 0.06 | 107,463 | 60.41 |
| Envestnet Asset Management Inc | 102,114 | 57.61 | 118,633 | 60.41 |
| AGOX - Adaptive Growth Opportunities ETF | 94,436 | 62.82 | 99,877 | 68.50 |
| Goldman Sachs Group Inc | 70,798 | 57.61 | 10,481 | 60.40 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 118,428 | 57611.41 | 188,151 | 60.41 |
| Private Advisor Group, LLC | 104,023 | 8021.05 | 142,091 | 60.41 |
| Cavalier Investments, LLC | 93,066 | 57610.00 | 97,941 | 60.41 |
| Ignite Planners, LLC | 84,976 | 64229.72 | 3,842 | 61.69 |
| Kestra Advisory Services, LLC | 78,373 | 57.61 | 83,726 | 0.06 |
| Northstar Asset Management Llc | 73,490 | 57610.00 | 76,090 | 60.42 |
| National Bank Of Canada /fi/ | 66,186 | 57323.09 | 3,234 | 60.30 |
| Meitav Dash Investments Ltd | 63,776 | 57853.13 | 61,534 | 61.07 |
| Capital Analysts, Inc. | 60,815 | 0.07 | 101,541 | 0.06 |
| Triumph Capital Management | 55,525 | 57610.01 | 57,489 | 60.41 |
| Marshall Wace, Llp | 54,605 | 57.61 | 0 | |
| TPG Financial Advisors, LLC | 39,570 | 57610.44 | 40,133 | 60.40 |
| Sumitomo Mitsui Financial Group, Inc. | 37,788 | 57610.01 | 43,886 | 60.41 |
| Ameritas Advisory Services, LLC | 37,530 | 57610.07 | 30,727 | 60.40 |
| Avantax Advisory Services, Inc. | 36,434 | 57609.57 | 44,660 | 60.41 |
| Capital Investment Advisory Services, LLC | 35,315 | 57610.11 | 33,960 | 60.42 |
| Proequities, Inc. | 34,937 | 57609.98 | 31,693 | 60.42 |
| AE Wealth Management LLC | 34,240 | 57610.51 | 38,450 | 60.42 |
| Atria Investments Llc | 33,301 | 57610.79 | 30,389 | 60.42 |
| Jaffetilchin Investment Partners, LLC | 32,688 | 57610.04 | 32,697 | 60.40 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Proequities, Inc. | 3,244 | 34,937 | 31,693 | 10.24 |
| Wolverine Trading, Llc | 21,100 | 21,100 | 0 | 0.00 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 56,000 | 161,700 | 105,700 | 52.98 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| PEAK6 Investments LLC | 9,800 | 34,100 | 43,900 | -22.32 |
| Cutler Group LP | 8,200 | 1,700 | 9,900 | -82.83 |
| Name |
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| Name | Shares | PPS |
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| Name | Shares | PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| 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 | Percent Decrease |
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| Name |
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