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	294	464.00	93.61	213.04
Previous Quarter	318	444.00	93.61	212.34

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	0	53	21	1	5	11
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	0	4	17	1	2	11
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	25,436	0.00	0.00	0	0.00	0.00
Previous Quarter	25,436	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
CFS Investment Advisory Services, LLC	2,469,525	0.01
LPL Financial LLC	1,212,349	93.61
Pnc Financial Services Group, Inc.	584,563	93.61
Resources Investment Advisors, LLC.	530,565	93.61
Crestwood Advisors Group LLC	500,787	80.08
Morgan Stanley	440,496	93.61
Bank Of America Corp /de/	378,766	93.61
Envestnet Asset Management Inc	365,246	93.61
RVW Wealth, LLC	330,051	80.08
Ameriprise Financial Inc	319,386	94.68
UBS Group AG	309,975	93.61
Gerber Kawasaki Wealth & Investment Management	266,943	93.61
State Street Corp	247,882	93.61
DAVENPORT & Co LLC	209,588	93.61
Thrivent Financial For Lutherans	178,861	93.61
HighTower Advisors, LLC	168,574	93.66
Dixon Hubard Feinour & Brown Inc/va	158,530	93.61
Wall Capital Group, Inc.	157,297	81.38
Eaton Vance Management	153,814	93.61
Private Advisor Group, LLC	137,649	80.08

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
CFS Investment Advisory Services, LLC	2,469,525	0.01
LPL Financial LLC	1,212,349	93.61
Pnc Financial Services Group, Inc.	584,563	93.61
Resources Investment Advisors, LLC.	530,565	93.61
Crestwood Advisors Group LLC	493,249	93.61
Morgan Stanley	440,496	93.61
Bank Of America Corp /de/	378,766	93.61
Envestnet Asset Management Inc	365,246	93.61
RVW Wealth, LLC	332,787	93.61
Ameriprise Financial Inc	319,386	94.68
UBS Group AG	309,975	93.61
Gerber Kawasaki Wealth & Investment Management	266,943	93.61
State Street Corp	247,882	93.61
DAVENPORT & Co LLC	209,588	93.61
Wall Capital Group, Inc.	188,300	93.61
Thrivent Financial For Lutherans	178,861	93.61
HighTower Advisors, LLC	168,574	93.66
Private Advisor Group, LLC	164,738	93.61
Dixon Hubard Feinour & Brown Inc/va	158,530	93.61
Eaton Vance Management	153,814	93.61

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 53 Institutes closed out their positions

Name	Shares	PPS
Old Dominion Capital Management Inc	134,618	94.74
Newport Wealth Strategies, Inc.	4,538	94.76
Mid Atlantic Financial Management Inc/adv	4,350	94.71
Procyon Private Wealth Partners, LLC	4,123	93.62
Ameritas Investment Corp	3,502
Advisory Alpha, LLC	2,433	93.71
IFP Advisors, Inc	2,268	99.65
HYA Advisors, Inc	2,147	93.62
Koshinski Asset Management, Inc.	838	93.08
Security National Trust Co	665	97.74
GoalVest Advisory LLC	547	93.24
AdvisorNet Financial, Inc	534	93.63
Carroll Financial Associates, Inc.	208	96.15
Parallel Advisors, LLC	16	125.00
Arkadios Wealth Advisors
ExodusPoint Capital Management, LP
Barclays Plc
Mcdonald Partners Llc
Strategic Blueprint, LLC
Baystate Wealth Management LLC
Summit Wealth Group, LLC
Flagship Private Wealth, LLC
RORO - ATAC US Rotation ETF
Snowden Capital Advisors LLC
Redhawk Wealth Advisors, Inc.
Flow Traders U.s. Llc
Portfolio Strategies, Inc.
Glassman Wealth Services
Berkshire Asset Management Llc/pa
Reston Wealth Management Llc
GWM Advisors LLC
Tower Research Capital LLC (TRC)
Arthur M. Cohen & Associates, Llc
Voya Financial Advisors, Inc.
Nwam Llc
Advisory Services Network, LLC
Cornerstone Wealth Management, LLC
Confluence Wealth Services, Inc.
First Command Financial Services, Inc.
Amplius Wealth Advisors, LLC
First Command Bank
Essex Private Wealth Management, LLC
Hamilton Capital, LLC
AlphaCore Capital LLC
National Bank Of Canada /fi/
DB Wealth Management Group, LLC
First Command Advisory Services, Inc.
Wsfs Capital Management, Llc
Flower City Capital
CoreCap Advisors, LLC
Beaumont Financial Partners, LLC
Huntington National Bank
Old Mission Capital Llc

Recent Quarter 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Crestwood Advisors Group LLC	500,787	80.08	493,249	93.61
RVW Wealth, LLC	330,051	80.08	332,787	93.61
Wall Capital Group, Inc.	157,297	81.38	188,300	93.61
Private Advisor Group, LLC	137,649	80.08	164,738	93.61
Taylor & Morgan Wealth Management, LLC	136,266	80.08	132,789	93.61
Cambridge Investment Research Advisors, Inc.	72,569	80.08	60,490	93.62
Affinity Capital Advisors, LLC	43,188	80.09	45,613	93.61
Legacy Private Trust Co.	22,735	80.10	22,371	93.60
Cfm Wealth Partners Llc	19,512	80.10	20,071	93.52
PCG Wealth Advisors, LLC	13,222	80.09	13,328	93.64
ARS Investment Partners, LLC	10,446	80.03	48,148	93.61
Global Retirement Partners, LLC	7,824	80.14	8,421	83.36
Flagship Harbor Advisors, Llc	7,521	80.04	7,136	93.61
McGuire Investment Group, LLC	5,110	80.04	5,110	93.54
Lynch & Associates/in	5,000	80.00	5,000	93.60
Gofen & Glossberg Llc /il/	4,856	80.11	4,856	93.70
Allworth Financial LP	2,007	80.22	2,241	93.71
Tsfg, Llc	1,407	80.31	1,607	93.34
West Bancorporation Inc	500	80.00	500	94.00
Optimum Investment Advisors	200	80.00	200	95.00

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	86,810	97.74	90,133	93.61

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	12,079	72,569	80.08	60,490	93.62	19.97
Crestwood Advisors Group LLC	7,538	500,787	80.08	493,249	93.61	1.53
Taylor & Morgan Wealth Management, LLC	3,477	136,266	80.08	132,789	93.61	2.62
Flagship Harbor Advisors, Llc	385	7,521	80.04	7,136	93.61	5.40
Legacy Private Trust Co.	364	22,735	80.10	22,371	93.60	1.63

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
ARS Investment Partners, LLC	37,702	10,446	80.03	48,148	93.61	-78.30
Wall Capital Group, Inc.	31,003	157,297	81.38	188,300	93.61	-16.46
Private Advisor Group, LLC	27,089	137,649	80.08	164,738	93.61	-16.44
Carnegie Capital Asset Management, LLC	3,323	86,810	97.74	90,133	93.61	-3.69
RVW Wealth, LLC	2,736	330,051	80.08	332,787	93.61	-0.82
Affinity Capital Advisors, LLC	2,425	43,188	80.09	45,613	93.61	-5.32
Global Retirement Partners, LLC	597	7,824	80.14	8,421	83.36	-7.09
Cfm Wealth Partners Llc	559	19,512	80.10	20,071	93.52	-2.79
Allworth Financial LP	234	2,007	80.22	2,241	93.71	-10.44
Tsfg, Llc	200	1,407	80.31	1,607	93.34	-12.45
PCG Wealth Advisors, LLC	106	13,222	80.09	13,328	93.64	-0.80

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 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

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
HYA Advisors, Inc	2,147	93.62
Advisory Alpha, LLC	2,433	93.71
Procyon Private Wealth Partners, LLC	4,123	93.62
Koshinski Asset Management, Inc.	838	93.08

Past Week 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
RVW Wealth, LLC	330,051	80.08	332,787	93.61
Wall Capital Group, Inc.	157,297	81.38	188,300	93.61
Private Advisor Group, LLC	137,649	80.08	164,738	93.61
Cambridge Investment Research Advisors, Inc.	72,569	80.08	60,490	93.62
Affinity Capital Advisors, LLC	43,188	80.09	45,613	93.61
Cfm Wealth Partners Llc	19,512	80.10	20,071	93.52
PCG Wealth Advisors, LLC	13,222	80.09	13,328	93.64
ARS Investment Partners, LLC	10,446	80.03	48,148	93.61
Global Retirement Partners, LLC	7,824	80.14	8,421	83.36
Flagship Harbor Advisors, Llc	7,521	80.04	7,136	93.61
McGuire Investment Group, LLC	5,110	80.04	5,110	93.54
Gofen & Glossberg Llc /il/	4,856	80.11	4,856	93.70
Allworth Financial LP	2,007	80.22	2,241	93.71
Tsfg, Llc	1,407	80.31	1,607	93.34
West Bancorporation Inc	500	80.00	500	94.00
Optimum Investment Advisors	200	80.00	200	95.00
West Financial Advisors, LLC	189	79.37	189	95.24

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Carnegie Capital Asset Management, LLC	86,810	97.74	90,133	93.61

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	12,079	72,569	80.08	60,490	93.62	19.97
Flagship Harbor Advisors, Llc	385	7,521	80.04	7,136	93.61	5.40

Past Week 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
ARS Investment Partners, LLC	37,702	10,446	80.03	48,148	93.61	-78.30
Wall Capital Group, Inc.	31,003	157,297	81.38	188,300	93.61	-16.46
Private Advisor Group, LLC	27,089	137,649	80.08	164,738	93.61	-16.44
Carnegie Capital Asset Management, LLC	3,323	86,810	97.74	90,133	93.61	-3.69
RVW Wealth, LLC	2,736	330,051	80.08	332,787	93.61	-0.82
Affinity Capital Advisors, LLC	2,425	43,188	80.09	45,613	93.61	-5.32
Global Retirement Partners, LLC	597	7,824	80.14	8,421	83.36	-7.09
Cfm Wealth Partners Llc	559	19,512	80.10	20,071	93.52	-2.79
Allworth Financial LP	234	2,007	80.22	2,241	93.71	-10.44
Tsfg, Llc	200	1,407	80.31	1,607	93.34	-12.45
PCG Wealth Advisors, LLC	106	13,222	80.09	13,328	93.64	-0.80

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 0 Previous Institutes closed Put Positions

Name	Previous Puts

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