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 518 440.00 83.33 82.84
Previous Quarter 535 439.00 83.33 83.55

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 7 85 39 2 22 14
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 2 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 2 0 35 2 20 12
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 54 0.00 0.00 0 0.00 0.00
Previous Quarter 54 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/ 2,901,490 83.33
LPL Financial LLC 1,436,764 83.33
Financial Engines Advisors L.L.C. 1,415,109 83.33
Wealth Enhancement Advisory Services, Llc 1,217,812 83.78
Stifel Financial Corp 1,027,339 83.33
Hamilton Capital, LLC 960,720 83.33
Resource Management, LLC 752,116 84.72
Financial Counselors Inc 739,929 83.33
Goelzer Investment Management, Inc. 721,289 83.33
Morningstar Investment Services LLC 633,505 84.50
Ameriprise Financial Inc 617,250 83.35
N.E.W. Advisory Services LLC 592,583 81.95
Benjamin F. Edwards & Company, Inc. 583,913 83.33
NorthRock Partners, LLC 567,475 83.33
Financial Planning & Information Services, Inc. 539,341 83.33
Massmutual Trust Co Fsb/adv 524,837 0.07
Envestnet Asset Management Inc 442,692 83.33
Palladium Partners Llc 428,628 83.33
Commonwealth Equity Services, Llc 380,199 83.33
Evensky & Katz LLC 352,810 83.33

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/ 2,901,490 83.33
LPL Financial LLC 1,436,764 83.33
Financial Engines Advisors L.L.C. 1,415,109 83.33
Wealth Enhancement Advisory Services, Llc 1,217,812 83.78
Stifel Financial Corp 1,027,339 83.33
Hamilton Capital, LLC 960,720 83.33
Resource Management, LLC 752,116 84.72
Financial Counselors Inc 739,929 83.33
Goelzer Investment Management, Inc. 721,289 83.33
Morningstar Investment Services LLC 633,505 84.50
Ameriprise Financial Inc 617,250 83.35
N.E.W. Advisory Services LLC 592,583 81.95
Benjamin F. Edwards & Company, Inc. 583,913 83.33
NorthRock Partners, LLC 567,475 83.33
Financial Planning & Information Services, Inc. 539,341 83.33
Massmutual Trust Co Fsb/adv 494,210 0.08
Envestnet Asset Management Inc 442,692 83.33
Palladium Partners Llc 428,628 83.33
Commonwealth Equity Services, Llc 380,199 83.33
Evensky & Katz LLC 352,810 83.33

 

Recent Quarter Analysis

Name Shares PPS
Farmer Steven Patrick 311,112 72.41
CarsonAllaria Wealth Management, Ltd. 65,836 83.33
Taylor & Morgan Wealth Management, LLC 17,399 72.42
Oak Asset Management, LLC 12,978 72.43
Pure Financial Advisors, Inc. 5,864 72.48
ACG Wealth 120 75.00
First Community Trust Na 25 80.00
Name Shares PPS
Managed Account Services Inc 98,644 81.96
CarsonAllaria Wealth Management, Ltd. 65,836 83.33
Harborview Advisors, LLC 46,027 81.95
McMahon Financial Advisors, LLC 34,345 0.99
IFP Advisors, Inc 30,264 84.82
Hatton Consulting, Inc. 24,292 81.96
Moors & Cabot, Inc. 20,000 1.10
Frisch Financial Group, Inc. 18,218
Ameritas Investment Corp 11,242 0.09
Future Financial Wealth Managment LLC 230 82.61
Heritage Wealth Management, Llc 24 83.33
Carroll Financial Associates, Inc. 1
Citadel Advisors Llc
Permanens Capital L.P.
BCS Wealth Management
Two Sigma Securities, Llc
Hrt Financial Lp
Kings Point Capital Management
Pensionmark Financial Group, Llc
Bank Of Montreal /can/
Belvedere Trading LLC
CIBC World Markets Inc.
Keebeck Wealth Management, LLC
Financial Management Professionals, Inc.
Penserra Capital Management LLC
Ferris Capital, Llc
Citadel Advisors Llc
Signify Wealth
Ironwood Financial, llc
Cliftonlarsonallen Wealth Advisors, Llc
Litman Gregory Asset Management LLC
Henrickson Nauta Wealth Advisors, Inc.
Hengehold Capital Management Llc
Glassman Wealth Services
Franklin Resources Inc
Assetmark, Inc
Taylor, Cottrill, Erickson & Associates, Inc.
Tompkins Financial Corp
Gerber Kawasaki Wealth & Investment Management
RPG Investment Advisory, LLC
Slow Capital, Inc.
StoneX Group Inc.
Wealth Enhancement & Preservation of GA, LLC
Lehman & Derafelo Financial Resources LLC
Orion Portfolio Solutions, LLC
Ground Swell Capital, LLC
Capstone Triton Financial Group, LLC
IFS Advisors, LLC
Flagship Private Wealth, LLC
Orin Green Financial, LLC
Qube Research & Technologies Ltd
Jackson Creek Investment Advisors LLC
Oakwell Private Wealth Management, LLC
Colony Group Llc
Founders Financial Alliance, LLC
Capstone Wealth Management Group, Llc
Mirador Capital Partners LP
My Personal CFO, LLC
Manhattan West Asset Management, LLC
TAP Consulting, LLC
Stratos Wealth Partners, LTD.
Kowal Investment Group, LLC
NorthCrest Asset Manangement, LLC
Citigroup Inc
Citadel Advisors Llc
Sterling Financial Planning, Inc.
Graticule Asia Macro Advisors LLC
GWM Advisors LLC
Old Mission Capital Llc
Barclays Plc
Dean, Jacobson Financial Services, LLC
Bellwether Advisors, LLC
Kalos Management, Inc.
First Command Advisory Services, Inc.
Wealthcare Advisory Partners LLC
Cherry Creek Investment Advisors, Inc.
Advisor Resource Council
Truvestments Capital Llc
Rinkey Investments
Jacobi Capital Management LLC
Huntington National Bank
First Heartland Consultants, Inc.
First Horizon Advisors, Inc.
Haverford Trust Co
Better Money Decisions, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Massmutual Trust Co Fsb/adv 524,837 0.07 494,210 0.08
Confluence Investment Management Llc 311,112 72.41 317,267 83.33
Krilogy Financial LLC 279,883 72.41 276,729 83.33
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 255,270 78.06 13,378 81.10
BerganKDV Wealth Management, LLC 165,484 72.41 158,348 83.33
Private Advisor Group, LLC 136,787 72.41 125,766 83.33
Triangle Securities Wealth Management 113,205 72.41 114,113 83.33
Cambridge Investment Research Advisors, Inc. 103,231 72.41 100,821 83.33
McAdam, LLC 101,933 72.41 97,826 83.33
Red Door Wealth Management, LLC 84,981 72.40 69,942 83.33
Signature Estate & Investment Advisors Llc 81,427 72.41 78,968 83.32
Resonant Capital Advisors, LLC 77,813 72.40 77,989 84.10
Clarus Wealth Advisors 69,958 71.83 67,732 80.42
Ritholtz Wealth Management 68,040 72.41 72,343 83.33
Melone Private Wealth, LLC 54,541 72.70 53,216 80.20
Miracle Mile Advisors, LLC 47,369 72.41 46,377 83.34
Diligent Investors, LLC 31,062 72.40 30,900 83.33
EWG Elevate Inc. 30,609 72.40 44,627 83.34
Calton & Associates, Inc. 26,324 72.41 25,036 83.32
Connecticut Wealth Management, LLC 24,184 72.40 24,184 83.32
Name Current Shares Current PPS Previous Shares Previous PPS
Flagship Harbor Advisors, Llc 8,339 72.43 0
Brookstone Capital Management 2,882 72.87 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 241,892 255,270 78.06 13,378 81.10 1808.13
Massmutual Trust Co Fsb/adv 30,627 524,837 0.07 494,210 0.08 6.20
Red Door Wealth Management, LLC 15,039 84,981 72.40 69,942 83.33 21.50
Private Advisor Group, LLC 11,021 136,787 72.41 125,766 83.33 8.76
Flagship Harbor Advisors, Llc 8,339 8,339 72.43 0 0.00
BerganKDV Wealth Management, LLC 7,136 165,484 72.41 158,348 83.33 4.51
McAdam, LLC 4,107 101,933 72.41 97,826 83.33 4.20
Krilogy Financial LLC 3,154 279,883 72.41 276,729 83.33 1.14
Brookstone Capital Management 2,882 2,882 72.87 0 0.00
Signature Estate & Investment Advisors Llc 2,459 81,427 72.41 78,968 83.32 3.11
Cambridge Investment Research Advisors, Inc. 2,410 103,231 72.41 100,821 83.33 2.39
Clarus Wealth Advisors 2,226 69,958 71.83 67,732 80.42 3.29
Global Retirement Partners, LLC 2,225 13,453 72.40 11,228 76.24 19.82
Pinnacle Bancorp, Inc. 1,951 6,258 72.39 4,307 83.35 45.30
Melone Private Wealth, LLC 1,325 54,541 72.70 53,216 80.20 2.49
Calton & Associates, Inc. 1,288 26,324 72.41 25,036 83.32 5.14
Miracle Mile Advisors, LLC 992 47,369 72.41 46,377 83.34 2.14
Eclectic Associates Inc /adv 798 23,198 72.42 22,400 83.35 3.56
Diligent Investors, LLC 162 31,062 72.40 30,900 83.33 0.52
Koshinski Asset Management, Inc. 65 2,773 2,708 83.46 2.40
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
GoalVest Advisory LLC 37,203 192 72.92 37,395 83.33 -99.49
EWG Elevate Inc. 14,018 30,609 72.40 44,627 83.34 -31.41
Confluence Investment Management Llc 6,155 311,112 72.41 317,267 83.33 -1.94
Ritholtz Wealth Management 4,303 68,040 72.41 72,343 83.33 -5.95
Global Trust Asset Management, LLC 3,399 1,412 72.24 4,811 83.35 -70.65
Allworth Financial LP 1,977 15,435 72.43 17,412 83.33 -11.35
Triangle Securities Wealth Management 908 113,205 72.41 114,113 83.33 -0.80
Jentner Corp 762 10,750 72.37 11,512 83.30 -6.62
McKinley Carter Wealth Services, Inc. 207 11,073 72.43 11,280 83.33 -1.84
Resonant Capital Advisors, LLC 176 77,813 72.40 77,989 84.10 -0.23
Atlas Brown,Inc. 176 14,338 72.40 14,514 83.30 -1.21
AdvisorNet Financial, Inc 109 813 72.57 922 83.51 -11.82
Everhart Financial Group, Inc. 90 6,030 72.47 6,120 83.33 -1.47
Strategic Asset Management, LLC 67 332 72.29 399 82.71 -16.79
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Citadel Advisors Llc 0
Belvedere Trading LLC 0
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
Oak Asset Management, LLC 12,978 72.43
ACG Wealth 120 75.00
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Confluence Investment Management Llc 311,112 72.41 317,267 83.33
Krilogy Financial LLC 279,883 72.41 276,729 83.33
BerganKDV Wealth Management, LLC 165,484 72.41 158,348 83.33
Private Advisor Group, LLC 136,787 72.41 125,766 83.33
Triangle Securities Wealth Management 113,205 72.41 114,113 83.33
Cambridge Investment Research Advisors, Inc. 103,231 72.41 100,821 83.33
McAdam, LLC 101,933 72.41 97,826 83.33
Red Door Wealth Management, LLC 84,981 72.40 69,942 83.33
Signature Estate & Investment Advisors Llc 81,427 72.41 78,968 83.32
Resonant Capital Advisors, LLC 77,813 72.40 77,989 84.10
Clarus Wealth Advisors 69,958 71.83 67,732 80.42
Ritholtz Wealth Management 68,040 72.41 72,343 83.33
Melone Private Wealth, LLC 54,541 72.70 53,216 80.20
Miracle Mile Advisors, LLC 47,369 72.41 46,377 83.34
Diligent Investors, LLC 31,062 72.40 30,900 83.33
EWG Elevate Inc. 30,609 72.40 44,627 83.34
Calton & Associates, Inc. 26,324 72.41 25,036 83.32
Connecticut Wealth Management, LLC 24,184 72.40 24,184 83.32
Eclectic Associates Inc /adv 23,198 72.42 22,400 83.35
Acorn Financial Advisory Services Inc /adv 22,887 72.49 22,887 83.19
Allworth Financial LP 15,435 72.43 17,412 83.33
Atlas Brown,Inc. 14,338 72.40 14,514 83.30
Global Retirement Partners, LLC 13,453 72.40 11,228 76.24
McKinley Carter Wealth Services, Inc. 11,073 72.43 11,280 83.33
Jentner Corp 10,750 72.37 11,512 83.30
Marquette Asset Management, LLC 7,918 72.37 7,897 83.32
Pinnacle Bancorp, Inc. 6,258 72.39 4,307 83.35
Everhart Financial Group, Inc. 6,030 72.47 6,120 83.33
Addison Capital Co 3,259 72.41 3,259 83.46
Foster Dykema Cabot & Co Inc/ma 2,920 72.26 2,920 83.22
Koshinski Asset Management, Inc. 2,773 2,708 83.46
Global Trust Asset Management, LLC 1,412 72.24 4,811 83.35
RGT Wealth Advisors, LLC 935 72.73 935 83.42
Strategic Asset Management, LLC 332 72.29 399 82.71
Newbridge Financial Services Group, Inc. 172 69.77 122 81.97
Name Current Shares Current PPS Previous Shares Previous PPS
Flagship Harbor Advisors, Llc 8,339 72.43 0
Brookstone Capital Management 2,882 72.87 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Red Door Wealth Management, LLC 15,039 84,981 72.40 69,942 83.33 21.50
Private Advisor Group, LLC 11,021 136,787 72.41 125,766 83.33 8.76
Flagship Harbor Advisors, Llc 8,339 8,339 72.43 0 0.00
BerganKDV Wealth Management, LLC 7,136 165,484 72.41 158,348 83.33 4.51
McAdam, LLC 4,107 101,933 72.41 97,826 83.33 4.20
Krilogy Financial LLC 3,154 279,883 72.41 276,729 83.33 1.14
Brookstone Capital Management 2,882 2,882 72.87 0 0.00
Signature Estate & Investment Advisors Llc 2,459 81,427 72.41 78,968 83.32 3.11
Cambridge Investment Research Advisors, Inc. 2,410 103,231 72.41 100,821 83.33 2.39
Clarus Wealth Advisors 2,226 69,958 71.83 67,732 80.42 3.29
Global Retirement Partners, LLC 2,225 13,453 72.40 11,228 76.24 19.82
Pinnacle Bancorp, Inc. 1,951 6,258 72.39 4,307 83.35 45.30
Melone Private Wealth, LLC 1,325 54,541 72.70 53,216 80.20 2.49
Calton & Associates, Inc. 1,288 26,324 72.41 25,036 83.32 5.14
Miracle Mile Advisors, LLC 992 47,369 72.41 46,377 83.34 2.14
Eclectic Associates Inc /adv 798 23,198 72.42 22,400 83.35 3.56
Diligent Investors, LLC 162 31,062 72.40 30,900 83.33 0.52
Koshinski Asset Management, Inc. 65 2,773 2,708 83.46 2.40
Newbridge Financial Services Group, Inc. 50 172 69.77 122 81.97 40.98
Marquette Asset Management, LLC 21 7,918 72.37 7,897 83.32 0.27
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
EWG Elevate Inc. 14,018 30,609 72.40 44,627 83.34 -31.41
Confluence Investment Management Llc 6,155 311,112 72.41 317,267 83.33 -1.94
Ritholtz Wealth Management 4,303 68,040 72.41 72,343 83.33 -5.95
Global Trust Asset Management, LLC 3,399 1,412 72.24 4,811 83.35 -70.65
Allworth Financial LP 1,977 15,435 72.43 17,412 83.33 -11.35
Triangle Securities Wealth Management 908 113,205 72.41 114,113 83.33 -0.80
Jentner Corp 762 10,750 72.37 11,512 83.30 -6.62
McKinley Carter Wealth Services, Inc. 207 11,073 72.43 11,280 83.33 -1.84
Atlas Brown,Inc. 176 14,338 72.40 14,514 83.30 -1.21
Resonant Capital Advisors, LLC 176 77,813 72.40 77,989 84.10 -0.23
Everhart Financial Group, Inc. 90 6,030 72.47 6,120 83.33 -1.47
Strategic Asset Management, LLC 67 332 72.29 399 82.71 -16.79
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