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 117 NaN 0.00 32.19
Previous Quarter 127 NaN 0.00 44.80

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 1 37 16 0 2 6
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 2 7 0 1 4
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
Pnc Financial Services Group, Inc. 1,365,738 33.27
PNC FINANCIAL SERVICES GROUP, INC. 1,255,304
Bank Of America Corp /de/ 974,357 33.27
Clearwater Capital Advisors, LLC 433,793 25.72
Mirae Asset Global Investments Co., Ltd. 411,135 33.27
UBS Group AG 252,095 33.27
Lido Advisors, LLC 210,630 33.27
Morgan Stanley 206,517 33.27
LPL Financial LLC 189,820 33.27
M Holdings Securities, Inc. 162,248 33.27
Wells Fargo & Company/mn 140,111 33.27
Jane Street Group, Llc 92,211 33.27
Susquehanna International Group, Llp 88,432 33.27
Change Path, LLC 78,696 33.27
Citadel Advisors Llc 72,748 33.27
Royal Bank Of Canada 70,121 33.27
Crew Capital Management, Ltd. 69,333 33.27
Advisor Group Holdings, Inc. 60,809 28.32
Theory Financial Llc 50,583 33.27
Smithbridge Asset Management Inc/de 47,394 33.27

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
Pnc Financial Services Group, Inc. 1,365,738 33.27
Bank Of America Corp /de/ 974,357 33.27
Clearwater Capital Advisors, LLC 448,477 33.27
Mirae Asset Global Investments Co., Ltd. 411,135 33.27
UBS Group AG 252,095 33.27
Lido Advisors, LLC 210,630 33.27
Morgan Stanley 206,517 33.27
LPL Financial LLC 189,820 33.27
M Holdings Securities, Inc. 162,248 33.27
Wells Fargo & Company/mn 140,111 33.27
Jane Street Group, Llc 92,211 33.27
Susquehanna International Group, Llp 88,432 33.27
Change Path, LLC 78,696 33.27
Citadel Advisors Llc 72,748 33.27
Royal Bank Of Canada 70,121 33.27
Crew Capital Management, Ltd. 69,333 33.27
Advisor Group Holdings, Inc. 60,809 28.32
Theory Financial Llc 50,583 33.27
Smithbridge Asset Management Inc/de 47,394 33.27
Patten Group, Inc. 38,329 33.26

 

Recent Quarter Analysis

Name Shares PPS
PNC FINANCIAL SERVICES GROUP, INC. 1,255,304
Name Shares PPS
IFP Advisors, Inc 24,616 39.32
Aurora Private Wealth, Inc. 8,545 33.24
Sequoia Financial Advisors, LLC 7,544 33.27
Carroll Financial Associates, Inc. 2,190 39.27
Herold Advisors, Inc. 2,000 33270.00
Citigroup Inc
Steward Partners Investment Advisory, Llc
Eaton Vance Management
Pvg Asset Management Corp
AlphaCore Capital LLC
Creative Planning
Gerber Kawasaki Wealth & Investment Management
Claudia M.p. Batlle, Crp (r) Llc
Bank Julius Baer & Co. Ltd, Zurich
Geneos Wealth Management Inc.
Retirement Planning Co of New England, Inc.
Colony Group Llc
Insight Advisors, LLC/ PA
Advisory Services Network, LLC
Cetera Investment Advisers
Sowell Financial Services LLC
Newbridge Financial Services Group, Inc.
Snowden Capital Advisors LLC
Financial Planners of Cleveland, Inc.
Qube Research & Technologies Ltd
Barrett Asset Management, LLC
Migdal Insurance & Financial Holdings Ltd.
PRW Wealth Management LLC
Huntington National Bank
Proequities, Inc.
Brendel Financial Advisors LLC
Clear Perspectives Financial Planning, LLC
Apella Capital, LLC
Sterling Financial Planning, Inc.
Ritter Daniher Financial Advisory, Llc
HHM Wealth Advisors, LLC
All Season Financial Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Clearwater Capital Advisors, LLC 433,793 25.72 448,477 33.27
Patten Group, Inc. 37,844 26.29 38,329 33.26
Claybrook Capital, LLC 37,693 25.71 37,693 33.27
Archford Capital Strategies, LLC 32,863 0.03 32,674 0.03
Cambridge Investment Research Advisors, Inc. 30,908 25.72 31,013 33.28
Stratos Wealth Partners, LTD. 26,443 25.72 27,475 33.27
Commonwealth Equity Services, Llc 23,063 25.71 25,924 33.25
Macroview Investment Management Llc 16,950 25.72 11,884 33.24
Mayflower Financial Advisors, LLC 14,939 25.70 15,441 33.29
Strategic Asset Management, LLC 812 25.86 812 33.25
Lowe Wealth Advisors, LLC 809 25.96 809 33.37
Capital Investment Advisory Services, LLC 587 25.55 587 34.07
Global Retirement Partners, LLC 569 26.36 569 28.12
Sugarloaf Wealth Management, LLC 524 24.81 524 32.44
Financial Management Professionals, Inc. 500 26.00 500 34.00
Allworth Financial LP 56 17.86 56 35.71
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Macroview Investment Management Llc 5,066 16,950 25.72 11,884 33.24 42.63
Archford Capital Strategies, LLC 189 32,863 0.03 32,674 0.03 0.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Clearwater Capital Advisors, LLC 14,684 433,793 25.72 448,477 33.27 -3.27
Commonwealth Equity Services, Llc 2,861 23,063 25.71 25,924 33.25 -11.04
Stratos Wealth Partners, LTD. 1,032 26,443 25.72 27,475 33.27 -3.76
Mayflower Financial Advisors, LLC 502 14,939 25.70 15,441 33.29 -3.25
Patten Group, Inc. 485 37,844 26.29 38,329 33.26 -1.27
Cambridge Investment Research Advisors, Inc. 105 30,908 25.72 31,013 33.28 -0.34
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Sequoia Financial Advisors, LLC 7,544 33.27
Aurora Private Wealth, Inc. 8,545 33.24
Name Current Shares Current PPS Previous Shares Previous PPS
Clearwater Capital Advisors, LLC 433,793 25.72 448,477 33.27
Patten Group, Inc. 37,844 26.29 38,329 33.26
Claybrook Capital, LLC 37,693 25.71 37,693 33.27
Stratos Wealth Partners, LTD. 26,443 25.72 27,475 33.27
Commonwealth Equity Services, Llc 23,063 25.71 25,924 33.25
Macroview Investment Management Llc 16,950 25.72 11,884 33.24
Capital Investment Advisory Services, LLC 587 25.55 587 34.07
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Macroview Investment Management Llc 5,066 16,950 25.72 11,884 33.24 42.63
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Clearwater Capital Advisors, LLC 14,684 433,793 25.72 448,477 33.27 -3.27
Commonwealth Equity Services, Llc 2,861 23,063 25.71 25,924 33.25 -11.04
Stratos Wealth Partners, LTD. 1,032 26,443 25.72 27,475 33.27 -3.76
Patten Group, Inc. 485 37,844 26.29 38,329 33.26 -1.27
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