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 409 548.00 83.83 91.92
Previous Quarter 420 545.00 83.83 93.73

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 6 73 33 2 14 12
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 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 3 4 28 0 12 9
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 57 0.00 0.00 0 0.00 0.00
Previous Quarter 57 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/ 1,366,910 83.83
Financial Engines Advisors L.L.C. 966,483 83.83
LPL Financial LLC 853,613 83.83
Stifel Financial Corp 537,599 83.83
Signature Estate & Investment Advisors Llc 536,199 70.50
Financial Advisory Service, Inc. 480,046 83.83
NorthRock Partners, LLC 451,176 83.83
Capital Directions Investment Advisors, LLC 328,440 83.83
Benjamin F. Edwards & Company, Inc. 300,699 83.83
Rodgers & Associates, LTD 245,861 83.83
Krilogy Financial LLC 232,733 70.50
KWB Wealth 218,428 92.82
Mariner, LLC 217,602 83.83
Wells Fargo & Company/mn 194,432 83.83
Cambridge Investment Research Advisors, Inc. 191,522 70.50
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 184,857 83.39
Morgan Stanley 183,295 83.83
ERTS Wealth Advisors, LLC 182,518 83.83
GHP Investment Advisors, Inc. 180,310 83.83
Ameriprise Financial Inc 179,569 83.78

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/ 1,366,910 83.83
Financial Engines Advisors L.L.C. 966,483 83.83
LPL Financial LLC 853,613 83.83
Stifel Financial Corp 537,599 83.83
Signature Estate & Investment Advisors Llc 525,774 83.83
Financial Advisory Service, Inc. 480,046 83.83
NorthRock Partners, LLC 451,176 83.83
Capital Directions Investment Advisors, LLC 328,440 83.83
Benjamin F. Edwards & Company, Inc. 300,699 83.83
Rodgers & Associates, LTD 245,861 83.83
Krilogy Financial LLC 224,616 83.83
KWB Wealth 218,428 92.82
Mariner, LLC 217,602 83.83
Wells Fargo & Company/mn 194,432 83.83
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 184,857 83.39
Cambridge Investment Research Advisors, Inc. 183,562 83.83
Morgan Stanley 183,295 83.83
ERTS Wealth Advisors, LLC 182,518 83.83
GHP Investment Advisors, Inc. 180,310 83.83
Ameriprise Financial Inc 179,569 83.78

 

Recent Quarter Analysis

Name Shares PPS
Farmer Steven Patrick 162,672 70.50
Sugarloaf Wealth Management, LLC 109,945 70.50
Ford Financial Group, LLC 35,809 70.49
Oak Asset Management, LLC 12,536 70.52
QAI - IQ Hedge Multi-Strategy Tracker ETF 9,865 75.92
QED - IQ Hedge Event-Driven Tracker ETF 714 75.63
Name Shares PPS
Harborview Advisors, LLC 39,152 87.12
Ameritas Investment Corp 18,926 0.11
Santori & Peters, Inc. 5,474 83.67
Everhart Financial Group, Inc. 4,348 83.95
IFP Advisors, Inc 3,695 94.18
Flagship Harbor Advisors, Llc 2,744 83.82
Koshinski Asset Management, Inc. 2,098 83.89
Heritage Wealth Management, Llc 1,011 87.04
Parallel Advisors, LLC 400 85.00
Paladin Advisory Group, LLC 96 83.33
Paladin Advisory Group, LLC
Kings Point Capital Management
Good Life Advisors, LLC
Flagship Private Wealth, LLC
City Holding Co
Riverpoint Wealth Management Holdings, LLC
Ferris Capital, Llc
Ten Capital Wealth Advisors, LLC
Strategic Blueprint, LLC
Jones Financial Companies Lllp
Deutsche Bank Ag\
Walled Lake Planning & Wealth Management, Llc
Meeder Asset Management Inc
Advisor Resource Council
PFG Advisors
InterOcean Capital Group, LLC
Allegheny Financial Group LTD
Econ Financial Services Corp
Sterling Financial Planning, Inc.
HBW Advisory Services LLC
Fountainhead AM, LLC
Barclays Plc
StoneX Group Inc.
Quadrant Capital Group Llc
Headinvest, Llc
Advisory Services Network, LLC
Johnson Midwest Financial, LLC
Vigilare Wealth Management
Oppenheimer & Co Inc
Smith Anglin Financial, LLC
Evolution Wealth Advisors, LLC
Manhattan West Asset Management, LLC
Keebeck Wealth Management, LLC
GWM Advisors LLC
First Horizon Advisors, Inc.
Denver Wealth Management, Inc.
Acorn Financial Advisory Services Inc /adv
FirstPurpose Wealth LLC
Executive Wealth Management, LLC
Comprehensive Financial Consultants Institutional, Inc.
Ground Swell Capital, LLC
Kaizen Financial Strategies
Brookstone Capital Management
Arkadios Wealth Advisors
AlphaStar Capital Management, LLC
Valmark Advisers, Inc.
Financial Council Asset Management Inc
Anfield Capital Management, LLC
Vickerman Investment Advisors, Inc.
Private Trust Co Na
Win Advisors, Inc
Total Clarity Wealth Management, Inc.
Henrickson Nauta Wealth Advisors, Inc.
Litman Gregory Asset Management LLC
Level Financial Advisors, Inc.
CoreCap Advisors, LLC
Almanack Investment Partners, LLC.
Better Money Decisions, LLC
Redwood Investment Management, Llc
Jane Street Group, Llc
Huntington National Bank
MAS Advisors LLC
DB Wealth Management Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Signature Estate & Investment Advisors Llc 536,199 70.50 525,774 83.83
Krilogy Financial LLC 232,733 70.50 224,616 83.83
Cambridge Investment Research Advisors, Inc. 191,522 70.50 183,562 83.83
Confluence Investment Management Llc 162,672 70.50 160,894 83.83
McAdam, LLC 85,149 70.50 73,928 83.82
Connecticut Wealth Management, LLC 82,900 70.49 83,125 83.83
Clarus Wealth Advisors 72,633 71.18 73,524 79.97
EisnerAmper Wealth Management Corporate Benefits, LLC 39,706 70.49 38,273 83.82
Koss-Olinger Consulting, LLC 32,838 70.50 33,324 83.84
Diligent Investors, LLC 28,514 70.49 28,348 83.82
Private Advisor Group, LLC 26,547 70.52 23,311 83.82
Stillwater Capital Advisors, LLC 22,545 70.48 19,733 83.82
YHB Investment Advisors, Inc. 12,155 70.51 11,863 83.87
Atlas Brown,Inc. 10,519 70.54 10,643 83.81
McKinley Carter Wealth Services, Inc. 8,632 70.55 8,631 83.88
Centennial Wealth Advisory LLC 8,532 70.56 9,472 83.83
Allworth Financial LP 8,051 70.55 10,488 83.81
Youngs Advisory Group, Inc. 7,235 70.49 6,985 83.89
Global Retirement Partners, LLC 6,859 70.56 6,828 72.20
AdvisorNet Financial, Inc 6,227 70.50 6,962 83.88
Name Current Shares Current PPS Previous Shares Previous PPS
Lbmc Investment Advisors, Llc 3,287 70.58 0
Paladin Advisory Group, LLC 96 62.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
McAdam, LLC 11,221 85,149 70.50 73,928 83.82 15.18
Signature Estate & Investment Advisors Llc 10,425 536,199 70.50 525,774 83.83 1.98
Krilogy Financial LLC 8,117 232,733 70.50 224,616 83.83 3.61
Cambridge Investment Research Advisors, Inc. 7,960 191,522 70.50 183,562 83.83 4.34
Lbmc Investment Advisors, Llc 3,287 3,287 70.58 0 0.00
Private Advisor Group, LLC 3,236 26,547 70.52 23,311 83.82 13.88
Stillwater Capital Advisors, LLC 2,812 22,545 70.48 19,733 83.82 14.25
Confluence Investment Management Llc 1,778 162,672 70.50 160,894 83.83 1.11
EisnerAmper Wealth Management Corporate Benefits, LLC 1,433 39,706 70.49 38,273 83.82 3.74
YHB Investment Advisors, Inc. 292 12,155 70.51 11,863 83.87 2.46
Youngs Advisory Group, Inc. 250 7,235 70.49 6,985 83.89 3.58
Diligent Investors, LLC 166 28,514 70.49 28,348 83.82 0.59
Global Retirement Partners, LLC 31 6,859 70.56 6,828 72.20 0.45
McKinley Carter Wealth Services, Inc. 1 8,632 70.55 8,631 83.88 0.01
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wipfli Financial Advisors Llc, 3,876 4,537 70.53 8,413 83.80 -46.07
Allworth Financial LP 2,437 8,051 70.55 10,488 83.81 -23.24
Centennial Wealth Advisory LLC 940 8,532 70.56 9,472 83.83 -9.92
Clarus Wealth Advisors 891 72,633 71.18 73,524 79.97 -1.21
First Heartland Consultants, Inc. 793 6,021 70.42 6,814 83.80 -11.64
AdvisorNet Financial, Inc 735 6,227 70.50 6,962 83.88 -10.56
Koss-Olinger Consulting, LLC 486 32,838 70.50 33,324 83.84 -1.46
Strategic Asset Management, LLC 259 1,126 70.16 1,385 83.75 -18.70
Connecticut Wealth Management, LLC 225 82,900 70.49 83,125 83.83 -0.27
Atlas Brown,Inc. 124 10,519 70.54 10,643 83.81 -1.17
Newbridge Financial Services Group, Inc. 82 104 67.31 186 86.02 -44.09
Jentner Corp 59 3,282 70.38 3,341 83.81 -1.77
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
Paladin Advisory Group, LLC 96 96 0 0.00
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
Sugarloaf Wealth Management, LLC 109,945 70.50
Ford Financial Group, LLC 35,809 70.49
Oak Asset Management, LLC 12,536 70.52
Name Shares PPS
Flagship Harbor Advisors, Llc 2,744 83.82
Everhart Financial Group, Inc. 4,348 83.95
Santori & Peters, Inc. 5,474 83.67
Koshinski Asset Management, Inc. 2,098 83.89
Name Current Shares Current PPS Previous Shares Previous PPS
Signature Estate & Investment Advisors Llc 536,199 70.50 525,774 83.83
Krilogy Financial LLC 232,733 70.50 224,616 83.83
Cambridge Investment Research Advisors, Inc. 191,522 70.50 183,562 83.83
Confluence Investment Management Llc 162,672 70.50 160,894 83.83
McAdam, LLC 85,149 70.50 73,928 83.82
Connecticut Wealth Management, LLC 82,900 70.49 83,125 83.83
Clarus Wealth Advisors 72,633 71.18 73,524 79.97
Diligent Investors, LLC 28,514 70.49 28,348 83.82
Private Advisor Group, LLC 26,547 70.52 23,311 83.82
Stillwater Capital Advisors, LLC 22,545 70.48 19,733 83.82
YHB Investment Advisors, Inc. 12,155 70.51 11,863 83.87
Atlas Brown,Inc. 10,519 70.54 10,643 83.81
McKinley Carter Wealth Services, Inc. 8,632 70.55 8,631 83.88
Centennial Wealth Advisory LLC 8,532 70.56 9,472 83.83
Allworth Financial LP 8,051 70.55 10,488 83.81
Youngs Advisory Group, Inc. 7,235 70.49 6,985 83.89
Global Retirement Partners, LLC 6,859 70.56 6,828 72.20
First Heartland Consultants, Inc. 6,021 70.42 6,814 83.80
Jentner Corp 3,282 70.38 3,341 83.81
Parkside Financial Bank & Trust 1,544 70.60 1,544 83.55
Strategic Asset Management, LLC 1,126 70.16 1,385 83.75
BerganKDV Wealth Management, LLC 473 69.77 473 84.57
Tsfg, Llc 368 70.65 368 84.24
RGT Wealth Advisors, LLC 310 70.97 310 83.87
Newbridge Financial Services Group, Inc. 104 67.31 186 86.02
Rosenberg Matthew Hamilton 84 71.43 84 83.33
Sound Income Strategies, LLC 42 71.43 42 95.24
Gradient Investments LLC 20 50.00 20 100.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
McAdam, LLC 11,221 85,149 70.50 73,928 83.82 15.18
Signature Estate & Investment Advisors Llc 10,425 536,199 70.50 525,774 83.83 1.98
Krilogy Financial LLC 8,117 232,733 70.50 224,616 83.83 3.61
Cambridge Investment Research Advisors, Inc. 7,960 191,522 70.50 183,562 83.83 4.34
Private Advisor Group, LLC 3,236 26,547 70.52 23,311 83.82 13.88
Stillwater Capital Advisors, LLC 2,812 22,545 70.48 19,733 83.82 14.25
Confluence Investment Management Llc 1,778 162,672 70.50 160,894 83.83 1.11
YHB Investment Advisors, Inc. 292 12,155 70.51 11,863 83.87 2.46
Youngs Advisory Group, Inc. 250 7,235 70.49 6,985 83.89 3.58
Diligent Investors, LLC 166 28,514 70.49 28,348 83.82 0.59
Global Retirement Partners, LLC 31 6,859 70.56 6,828 72.20 0.45
McKinley Carter Wealth Services, Inc. 1 8,632 70.55 8,631 83.88 0.01
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 2,437 8,051 70.55 10,488 83.81 -23.24
Centennial Wealth Advisory LLC 940 8,532 70.56 9,472 83.83 -9.92
Clarus Wealth Advisors 891 72,633 71.18 73,524 79.97 -1.21
First Heartland Consultants, Inc. 793 6,021 70.42 6,814 83.80 -11.64
Strategic Asset Management, LLC 259 1,126 70.16 1,385 83.75 -18.70
Connecticut Wealth Management, LLC 225 82,900 70.49 83,125 83.83 -0.27
Atlas Brown,Inc. 124 10,519 70.54 10,643 83.81 -1.17
Newbridge Financial Services Group, Inc. 82 104 67.31 186 86.02 -44.09
Jentner Corp 59 3,282 70.38 3,341 83.81 -1.77
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