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	79	49.00	47.76	48.00
Previous Quarter	94	51.00	49.47	49.61

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	2	46	25	8	10	16
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	1	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	4	17	4	7	13
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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
UBS Group AG	154,373	47.75
Morgan Stanley	137,791	47.75
RAAX - VanEck Vectors Real Asset Allocation ETF	79,771	49.47
Van Eck Associates Corp	69,646	47.76
Susquehanna International Group, Llp	54,000	47.76
Bank Of America Corp /de/	40,060	47.75
Goldman Sachs Group Inc	30,488	47.76
Susquehanna International Group, Llp	24,905	47.74
Royal Bank Of Canada	22,528	47.76
Advisor Group Holdings, Inc.	21,314	47.72
LPL Financial LLC	20,258	47.73
Jane Street Group, Llc	12,302	47.72
Seacrest Wealth Management, Llc	11,688	47.74
Simplex Trading, Llc	7,924	47.70
ProVise Management Group, LLC	7,894	47.76
Wells Fargo & Company/mn	7,237	47.81
Financial Advocates Investment Management	6,802	47.78
IFP Advisors, Inc	6,455	48.33
Citizens Financial Group Inc/ri	6,331	47.70
Citadel Advisors Llc	5,670	49.38

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
UBS Group AG	156,360	49.47
Morgan Stanley	149,810	49.47
Riggs Asset Managment Co. Inc.	106,056	49.47
Van Eck Associates Corp	79,867	49.47
RAAX - VanEck Vectors Real Asset Allocation ETF	79,771	49.47
Bank Of America Corp /de/	46,777	49.49
Susquehanna International Group, Llp	35,114	49.47
Wells Fargo & Company/mn	23,001	49.48
Advisor Group Holdings, Inc.	22,300	49.37
LPL Financial LLC	21,662	49.49
Tower Research Capital LLC (TRC)	21,116	49.49
Royal Bank Of Canada	17,361	49.48
Goldman Sachs Group Inc	17,086	49.46
Financial Advocates Investment Management	13,575	49.50
ProVise Management Group, LLC	7,934	49.41
Susquehanna International Group, Llp	6,800	49.41
IFP Advisors, Inc	6,380	48.28
Citizens Financial Group Inc/ri	6,331	49.44
Citadel Advisors Llc	5,670	49.38
Barometer Capital Management Inc.	5,400	67.78

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Kestra Private Wealth Services, Llc	0
Huntington National Bank	0

Recent Quarter 46 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc	5,670	49.38
Barometer Capital Management Inc.	5,400	67.78
Commonwealth Equity Services, Llc	4,887	49.31
Wolverine Trading, Llc	4,700	50.64
Cutler Group LP	3,660	49.45
QALTX - Quantified Alternative Investment Fund Investor Class Shares	996	68.27
Founders Financial Alliance, LLC	390	48.72
Geneos Wealth Management Inc.	115	43.48
Patriot Financial Group Insurance Agency, LLC	7
Fulcrum Equity Management
Northwestern Mutual Wealth Management Co
CIBC World Markets Inc.
Ballew Advisors, Inc
Marshall Wace, Llp
Flow Traders U.s. Llc
Sofos Investments, Inc.
K2 Principal Fund, L.p.
Great Valley Advisor Group, Inc.
Csenge Advisory Group
Eqis Capital Management, Inc.
Baird Financial Group, Inc.
Citigroup Inc
Boothbay Fund Management, Llc
Newbridge Financial Services Group, Inc.
J. Goldman & Co LP
Kestra Advisory Services, LLC
Jane Street Group, Llc
U S Global Investors Inc
Barclays Plc
Jane Street Group, Llc
Raymond James & Associates
Prospera Financial Services Inc
Advisors Preferred, LLC
Proequities, Inc.
Ameriprise Financial Inc
Walleye Capital LLC
HighTower Advisors, LLC
EHP Funds Inc.
Legend Financial Advisors, Inc.
Hsbc Holdings Plc
J Arnold Wealth Management Co
Kestra Private Wealth Services, Llc
Fifth Third Bancorp
Global Trust Asset Management, LLC
Hrt Financial Lp
Parallel Advisors, LLC

Recent Quarter 25 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
UBS Group AG	154,373	47.75	156,360	49.47
Morgan Stanley	137,791	47.75	149,810	49.47
Van Eck Associates Corp	69,646	47.76	79,867	49.47
Susquehanna International Group, Llp	54,000	47.76	35,114	49.47
Bank Of America Corp /de/	40,060	47.75	46,777	49.49
Goldman Sachs Group Inc	30,488	47.76	17,086	49.46
Royal Bank Of Canada	22,528	47.76	17,361	49.48
Advisor Group Holdings, Inc.	21,314	47.72	22,300	49.37
LPL Financial LLC	20,258	47.73	21,662	49.49
Seacrest Wealth Management, Llc	11,688	47.74	1,578	49.43
ProVise Management Group, LLC	7,894	47.76	7,934	49.41
Wells Fargo & Company/mn	7,237	47.81	23,001	49.48
Financial Advocates Investment Management	6,802	47.78	13,575	49.50
Citizens Financial Group Inc/ri	6,331	47.70	6,331	49.44
Cambridge Investment Research Advisors, Inc.	5,167	47.80	4,657	49.39
Tower Research Capital LLC (TRC)	4,384	47.90	21,116	49.49
ExodusPoint Capital Management, LP	2,549	47.86	1,725	49.28
Millburn Ridgefield Corp	2,372	47.64	2,560	49.61
Catalyst Capital Advisors LLC	2,372	47.64	2,560	49.61
Jpmorgan Chase & Co	1,908	47.69	2,137	49.60

Recent Quarter 8 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Jane Street Group, Llc	12,302	47.72	0
Simplex Trading, Llc	7,924	47.70	0
IFP Advisors, Inc	6,455	48.33	6,380	48.28
Cetera Advisor Networks LLC	5,397	47.80	0
Global Retirement Partners, LLC	2,021	52.94	2,021	49.48
Valley National Advisers Inc	1,028	52.53	1,028	49.61
Qube Research & Technologies Ltd	613	47.31	0
Fmr Llc	19	52.63	20	50.00

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Goldman Sachs Group Inc	13,402	30,488	47.76	17,086	49.46	78.44
Jane Street Group, Llc	12,302	12,302	47.72	0		0.00
Seacrest Wealth Management, Llc	10,110	11,688	47.74	1,578	49.43	640.68
Simplex Trading, Llc	7,924	7,924	47.70	0		0.00
Cetera Advisor Networks LLC	5,397	5,397	47.80	0		0.00
Royal Bank Of Canada	5,167	22,528	47.76	17,361	49.48	29.76
ExodusPoint Capital Management, LP	824	2,549	47.86	1,725	49.28	47.77
Qube Research & Technologies Ltd	613	613	47.31	0		0.00
Cambridge Investment Research Advisors, Inc.	510	5,167	47.80	4,657	49.39	10.95
IFP Advisors, Inc	75	6,455	48.33	6,380	48.28	1.18

Recent Quarter 16 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Riggs Asset Managment Co. Inc.	105,769	287	48.78	106,056	49.47	-99.73
Tower Research Capital LLC (TRC)	16,732	4,384	47.90	21,116	49.49	-79.24
Wells Fargo & Company/mn	15,764	7,237	47.81	23,001	49.48	-68.54
Morgan Stanley	12,019	137,791	47.75	149,810	49.47	-8.02
Van Eck Associates Corp	10,221	69,646	47.76	79,867	49.47	-12.80
Financial Advocates Investment Management	6,773	6,802	47.78	13,575	49.50	-49.89
Bank Of America Corp /de/	6,717	40,060	47.75	46,777	49.49	-14.36
Cutler Group LP	2,980	680	47.06	3,660	49.45	-81.42
UBS Group AG	1,987	154,373	47.75	156,360	49.47	-1.27
LPL Financial LLC	1,404	20,258	47.73	21,662	49.49	-6.48
Advisor Group Holdings, Inc.	986	21,314	47.72	22,300	49.37	-4.42
Jpmorgan Chase & Co	229	1,908	47.69	2,137	49.60	-10.72
Catalyst Capital Advisors LLC	188	2,372	47.64	2,560	49.61	-7.34
Millburn Ridgefield Corp	188	2,372	47.64	2,560	49.61	-7.34
ProVise Management Group, LLC	40	7,894	47.76	7,934	49.41	-0.50
Fmr Llc	1	19	52.63	20	50.00	-5.00

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	4,700

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 1 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Susquehanna International Group, Llp	18,886	54,000	35,114	53.78

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Founders Financial Alliance, LLC	390	48.72
Barometer Capital Management Inc.	5,400	67.78
Commonwealth Equity Services, Llc	4,887	49.31
Geneos Wealth Management Inc.	115	43.48

Past Week 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
UBS Group AG	154,373	47.75	156,360	49.47
Morgan Stanley	137,791	47.75	149,810	49.47
Bank Of America Corp /de/	40,060	47.75	46,777	49.49
Goldman Sachs Group Inc	30,488	47.76	17,086	49.46
Susquehanna International Group, Llp	24,905	47.74	35,114	49.47
Royal Bank Of Canada	22,528	47.76	17,361	49.48
Advisor Group Holdings, Inc.	21,314	47.72	22,300	49.37
LPL Financial LLC	20,258	47.73	21,662	49.49
Seacrest Wealth Management, Llc	11,688	47.74	1,578	49.43
ProVise Management Group, LLC	7,894	47.76	7,934	49.41
Wells Fargo & Company/mn	7,237	47.81	23,001	49.48
Financial Advocates Investment Management	6,802	47.78	13,575	49.50
Citizens Financial Group Inc/ri	6,331	47.70	6,331	49.44
Tower Research Capital LLC (TRC)	4,384	47.90	21,116	49.49
ExodusPoint Capital Management, LP	2,549	47.86	1,725	49.28
Jpmorgan Chase & Co	1,908	47.69	2,137	49.60
Riggs Asset Managment Co. Inc.	287	48.78	106,056	49.47

Past Week 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Jane Street Group, Llc	12,302	47.72	0
Cetera Advisor Networks LLC	5,397	47.80	0
Qube Research & Technologies Ltd	613	47.31	0
Fmr Llc	19	52.63	20	50.00

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Goldman Sachs Group Inc	13,402	30,488	47.76	17,086	49.46	78.44
Jane Street Group, Llc	12,302	12,302	47.72	0		0.00
Seacrest Wealth Management, Llc	10,110	11,688	47.74	1,578	49.43	640.68
Cetera Advisor Networks LLC	5,397	5,397	47.80	0		0.00
Royal Bank Of Canada	5,167	22,528	47.76	17,361	49.48	29.76
ExodusPoint Capital Management, LP	824	2,549	47.86	1,725	49.28	47.77
Qube Research & Technologies Ltd	613	613	47.31	0		0.00

Past Week 13 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Riggs Asset Managment Co. Inc.	105,769	287	48.78	106,056	49.47	-99.73
Tower Research Capital LLC (TRC)	16,732	4,384	47.90	21,116	49.49	-79.24
Wells Fargo & Company/mn	15,764	7,237	47.81	23,001	49.48	-68.54
Morgan Stanley	12,019	137,791	47.75	149,810	49.47	-8.02
Susquehanna International Group, Llp	10,209	24,905	47.74	35,114	49.47	-29.07
Financial Advocates Investment Management	6,773	6,802	47.78	13,575	49.50	-49.89
Bank Of America Corp /de/	6,717	40,060	47.75	46,777	49.49	-14.36
UBS Group AG	1,987	154,373	47.75	156,360	49.47	-1.27
LPL Financial LLC	1,404	20,258	47.73	21,662	49.49	-6.48
Advisor Group Holdings, Inc.	986	21,314	47.72	22,300	49.37	-4.42
Jpmorgan Chase & Co	229	1,908	47.69	2,137	49.60	-10.72
ProVise Management Group, LLC	40	7,894	47.76	7,934	49.41	-0.50
Fmr Llc	1	19	52.63	20	50.00	-5.00

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	4,700

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name