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	106	140.00	145.12	120.37
Previous Quarter	120	168.00	160.17	152.07

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	44	65	6	19	24
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	0	0	0	1	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	2	2	6	1	2	1
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	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
Money Design Co.,Ltd.	92,400	124.86
Sowell Financial Services LLC	89,665	52.29
Jane Street Group, Llc	66,815	145.13
J.w. Cole Advisors, Inc.	39,963	0.20
Flagship Harbor Advisors, Llc	39,889	124.87
HighTower Advisors, LLC	36,471	145.32
Morgan Stanley	33,109	145.13
UBS Group AG	25,880	145.13
LPL Financial LLC	21,672	145.12
Wells Fargo & Company/mn	16,440	145.13
Citadel Advisors Llc	15,256	145.12
Ameriprise Financial Inc	14,740	145.12
Advisor Group Holdings, Inc.	14,709	145.22
Bank Of America Corp /de/	14,311	145.13
Royal Bank Of Canada	11,797	145.12
Cambridge Investment Research Advisors, Inc.	10,887	124.83
Raymond James Financial Services Advisors, Inc.	10,811	145.22
Van Eck Associates Corp	10,343	145.12
Veritable, L.P.	10,254	145.11
RAAX - VanEck Vectors Real Asset Allocation ETF	9,894	145.14

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
HighTower Advisors, LLC	71,598	160.27
Morgan Stanley	62,267	160.18
Flagship Harbor Advisors, Llc	39,434	160.19
UBS Group AG	38,547	160.17
Moors & Cabot, Inc.	25,000	1.04
LPL Financial LLC	22,906	160.18
Advisor Group Holdings, Inc.	21,425	160.09
Wells Fargo & Company/mn	18,142	160.18
Bank Of America Corp /de/	15,856	160.19
Ameriprise Financial Inc	12,805	160.17
Cambridge Investment Research Advisors, Inc.	12,422	160.20
Raymond James Financial Services Advisors, Inc.	10,428	160.34
Veritable, L.P.	10,254	160.23
Royal Bank Of Canada	8,713	160.11
Parcion Private Wealth LLC	8,457	150.53
Atlas Private Wealth Management	8,076	160.23
Osborne Partners Capital Management, Llc	6,901	160.12
Palisades Hudson Asset Management, L.P.	6,638	160.14
Rockefeller Capital Management L.P.	5,786	160.04
Kestra Private Wealth Services, Llc	5,634	160.28

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
Money Design Co.,Ltd.	92,400	124.86
J.w. Cole Advisors, Inc.	39,963	0.20
ACG Wealth	239	125.52
Geneos Wealth Management Inc.	193	145.08
Pnc Financial Services Group, Inc.	117	145.30
Clean Yield Group	41	146.34

Recent Quarter 44 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	25,000	1.04
Wolverine Trading, Llc	2,500	160.00
Janney Montgomery Scott LLC	2,043	160.06
Credit Suisse Ag/	1,666	160.26
CIBC World Markets Inc.	1,329	160.27
Truist Financial Corp	1,318	160.09
Prism Advisors, Inc.	1,305	160.15
Carroll Financial Associates, Inc.	1,101	158.04
Tyler-Stone Wealth Management	1,024	160.16
Proequities, Inc.	354	161.02
San Francisco Sentry Investment Group (ca)	318	160.38
JTHIX - James Alpha Total Hedge Portfolio Class I	300	163.33
Hoover Financial Advisors, Inc.	278	161.87
Cutler Group LP	200	15.00
Koshinski Asset Management, Inc.	195	158.97
Investmark Advisory Group LLC	95	157.89
O'Dell Group, LLC	63	158.73
Advisor Resource Council	52	1000.00
Signet Financial Management, Llc	35	171.43
Tower Research Capital LLC (TRC)
Ameritas Investment Corp
Glenmede Trust Co Na
Flagship Private Wealth, LLC
Valeo Financial Advisors, LLC
Gladstone Institutional Advisory LLC
Creative Planning
Walled Lake Planning & Wealth Management, Llc
Advisors Preferred, LLC
Thrivent Financial For Lutherans
Cahill Financial Advisors Inc
Mml Investors Services, Llc
Jacobi Capital Management LLC
Signature Securities Group Corporation
3EDGE Asset Management, LP
Barclays Plc
Advisory Services Network, LLC
Prudential Plc
Eudaimonia Partners, LLC
Citigroup Inc
Avondale Wealth Management
Atlas Private Wealth Advisors
Joseph P. Lucia & Associates, LLC
Parallel Advisors, LLC
First Manhattan Co

Recent Quarter 65 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Jane Street Group, Llc	66,815	145.13	1,412	160.06
Flagship Harbor Advisors, Llc	39,889	124.87	39,434	160.19
HighTower Advisors, LLC	36,471	145.32	71,598	160.27
Morgan Stanley	33,109	145.13	62,267	160.18
UBS Group AG	25,880	145.13	38,547	160.17
LPL Financial LLC	21,672	145.12	22,906	160.18
Wells Fargo & Company/mn	16,440	145.13	18,142	160.18
Ameriprise Financial Inc	14,740	145.12	12,805	160.17
Advisor Group Holdings, Inc.	14,709	145.22	21,425	160.09
Bank Of America Corp /de/	14,311	145.13	15,856	160.19
Royal Bank Of Canada	11,797	145.12	8,713	160.11
Cambridge Investment Research Advisors, Inc.	10,887	124.83	12,422	160.20
Raymond James Financial Services Advisors, Inc.	10,811	145.22	10,428	160.34
Van Eck Associates Corp	10,343	145.12	4,614	160.16
Veritable, L.P.	10,254	145.11	10,254	160.23
RAAX - VanEck Vectors Real Asset Allocation ETF	9,894	145.14	4,524	160.26
Kestra Private Wealth Services, Llc	9,388	145.19	5,634	160.28
Atlas Private Wealth Management	8,076	145.12	8,076	160.23
Osborne Partners Capital Management, Llc	6,901	145.20	6,901	160.12
Palisades Hudson Asset Management, L.P.	6,626	145.19	6,638	160.14

Recent Quarter 6 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sowell Financial Services LLC	89,665	52.29	0
Citadel Advisors Llc	15,256	145.12	0
Flow Traders U.s. Llc	4,116	145.04	0
Cutler Group LP	300	143.33	200	15.00
Global Retirement Partners, LLC	97	123.71	0
Fmr Llc	45	155.56	33	151.52

Recent Quarter 19 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sowell Financial Services LLC	89,665	89,665	52.29	0		0.00
Jane Street Group, Llc	65,403	66,815	145.13	1,412	160.06	4631.94
Citadel Advisors Llc	15,256	15,256	145.12	0		0.00
Van Eck Associates Corp	5,729	10,343	145.12	4,614	160.16	124.17
RAAX - VanEck Vectors Real Asset Allocation ETF	5,370	9,894	145.14	4,524	160.26	118.70
Flow Traders U.s. Llc	4,116	4,116	145.04	0		0.00
Kestra Private Wealth Services, Llc	3,754	9,388	145.19	5,634	160.28	66.63
Royal Bank Of Canada	3,084	11,797	145.12	8,713	160.11	35.40
Ameriprise Financial Inc	1,935	14,740	145.12	12,805	160.17	15.11
Flagship Harbor Advisors, Llc	455	39,889	124.87	39,434	160.19	1.15
Raymond James Financial Services Advisors, Inc.	383	10,811	145.22	10,428	160.34	3.67
Putnam Fl Investment Management Co	225	3,170	145.11	2,945	160.27	7.64
FinTrust Capital Advisors, LLC	176	276	144.93	100	160.00	176.00
Endowment Wealth Management, Inc.	115	1,486	145.36	1,371	160.47	8.39
Cutler Group LP	100	300	143.33	200	15.00	50.00
Global Retirement Partners, LLC	97	97	123.71	0		0.00
Envestnet Asset Management Inc	89	1,620	145.06	1,531	160.03	5.81
Fmr Llc	12	45	155.56	33	151.52	36.36
Great Valley Advisor Group, Inc.	3	2,545	144.99	2,542	160.11	0.12

Recent Quarter 24 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
HighTower Advisors, LLC	35,127	36,471	145.32	71,598	160.27	-49.06
Morgan Stanley	29,158	33,109	145.13	62,267	160.18	-46.83
UBS Group AG	12,667	25,880	145.13	38,547	160.17	-32.86
Advisor Group Holdings, Inc.	6,716	14,709	145.22	21,425	160.09	-31.35
Parcion Private Wealth LLC	3,354	5,103	145.21	8,457	150.53	-39.66
Wells Fargo & Company/mn	1,702	16,440	145.13	18,142	160.18	-9.38
Bank Of America Corp /de/	1,545	14,311	145.13	15,856	160.19	-9.74
Cambridge Investment Research Advisors, Inc.	1,535	10,887	124.83	12,422	160.20	-12.36
LPL Financial LLC	1,234	21,672	145.12	22,906	160.18	-5.39
PSI Advisors, LLC	445	1,499	145.43	1,944	159.98	-22.89
Essex Financial Services, Inc.	322	1,384	145.23	1,706	160.02	-18.87
Qube Research & Technologies Ltd	183	14	142.86	197	162.44	-92.89
Simplex Trading, Llc	182	1,092	144.69	1,274	160.13	-14.29
Optiver Holding B.V.	171	75	146.67	246	150.41	-69.51
Rockefeller Capital Management L.P.	147	5,639	145.06	5,786	160.04	-2.54
Cetera Advisor Networks LLC	140	4,521	145.10	4,661	160.27	-3.00
Commonwealth Equity Services, Llc	124	2,874	145.09	2,998	160.11	-4.14
Captrust Financial Advisors	60	75	146.67	135	162.96	-44.44
United Capital Financial Advisers, Llc	55	1,693	145.30	1,748	160.18	-3.15
Ledyard National Bank	38	3,227	145.03	3,265	160.18	-1.16

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	2,500

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 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
Susquehanna International Group, Llp	600	2,900	3,500	-17.14

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 2 New Institutes added position

Name	Shares	PPS
Money Design Co.,Ltd.	92,400	124.86
ACG Wealth	239	125.52

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	195	158.97
Investmark Advisory Group LLC	95	157.89

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	39,889	124.87	39,434	160.19
Cambridge Investment Research Advisors, Inc.	10,887	124.83	12,422	160.20
Highland Private Wealth Management	4,350	124.83	4,350	160.23
Private Advisor Group, LLC	2,166	124.65	2,166	160.20
Elk River Wealth Management, LLC	1,865	124.93	1,865	160.32
Allworth Financial LP	55	127.27	55	163.64

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	97	123.71	0

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flagship Harbor Advisors, Llc	455	39,889	124.87	39,434	160.19	1.15
Global Retirement Partners, LLC	97	97	123.71	0		0.00

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,535	10,887	124.83	12,422	160.20	-12.36

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