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 92 33.00 33.15 33.25
Previous Quarter 114 43.00 42.33 42.46

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 2 60 47 0 16 22
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 0 0 0 0 0
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
Daiwa Securities Group Inc. 1,315,000 33.15
Pnc Financial Services Group, Inc. 526,886 33.15
PNC FINANCIAL SERVICES GROUP, INC. 492,759
GXTG - Global X Thematic Growth ETF 308,214 36.40
Mirae Asset Global Investments Co., Ltd. 297,069 33.15
Bank Of America Corp /de/ 187,725 33.15
Jane Street Group, Llc 165,568 33.15
Susquehanna International Group, Llp 93,947 33.15
Morgan Stanley 76,235 33.15
Change Path, LLC 54,985 33.14
UBS Group AG 46,861 33.16
LPL Financial LLC 36,431 33.16
Joseph P. Lucia & Associates, LLC 30,730 33.16
Wells Fargo & Company/mn 20,333 33.15
Archford Capital Strategies, LLC 20,099 0.05
Baird Financial Group, Inc. 19,612 33.14
Envestnet Asset Management Inc 18,607 33.16
Advisor Group Holdings, Inc. 18,012 33.09
Royal Bank Of Canada 16,044 33.16
SOA Wealth Advisors, LLC. 14,244 33.14

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
Daiwa Securities Group Inc. 1,385,000 42.33
Pnc Financial Services Group, Inc. 546,491 42.33
GXTG - Global X Thematic Growth ETF 332,387 44.50
Mirae Asset Global Investments Co., Ltd. 326,469 42.48
Bank Of America Corp /de/ 221,388 42.33
Morgan Stanley 81,269 42.33
Susquehanna International Group, Llp 79,807 42.48
Royal Bank Of Canada 60,032 42.34
Change Path, LLC 57,407 42.33
UBS Group AG 54,543 42.33
LPL Financial LLC 46,603 42.34
Joseph P. Lucia & Associates, LLC 31,330 42.32
Archford Capital Strategies, LLC 19,630 0.05
Baird Financial Group, Inc. 19,090 42.33
HAP Trading, LLC 17,494 42.47
Advisor Group Holdings, Inc. 17,116 54.10
Wells Fargo & Company/mn 16,609 42.33
Envestnet Asset Management Inc 15,622 42.31
SOA Wealth Advisors, LLC. 14,244 42.26
Susquehanna International Group, Llp 12,900 42.48

 

Recent Quarter Analysis

Name Shares PPS
PNC FINANCIAL SERVICES GROUP, INC. 492,759
Factorial Partners, Llc 12,000
Name Shares PPS
Susquehanna International Group, Llp 79,807 42.48
Susquehanna International Group, Llp 79,807 42.48
HAP Trading, LLC 17,494 42.47
NexWave Capital Partners LLC 12,380 53.88
Vontobel Holding Ltd. 7,320 61.07
Raymond James Financial Services Advisors, Inc. 6,051 42.31
Coastal Investment Advisors, Inc. 6,051 42.31
Synovus Financial Corp 6,000 42.33
Cetera Advisor Networks LLC 5,973 42.36
Raymond James & Associates 5,440 42.28
Flow Traders U.s. Llc 5,272 42.49
Quantitative Advantage, LLC 5,112 42.25
Citadel Advisors Llc 4,952 42.41
Citadel Advisors Llc 4,952 42.41
Optiver Holding B.V. 3,319 42.18
Qube Research & Technologies Ltd 1,529 42.51
IFP Advisors, Inc 729 35.67
Prospera Financial Services Inc 600 41.67
Parallel Advisors, LLC 206 43.69
Stonebridge Capital Advisors LLC 100 40.00
Ahrens Investment Partners LLC 79 37.97
Advocacy Wealth Management Services, LLC 27 37.04
Jacobi Capital Management LLC
Clean Yield Group
J.w. Cole Advisors, Inc.
Bank Of Montreal /can/
Lee Financial Group Hawaii, Inc.
Apella Capital, LLC
Arkadios Wealth Advisors
HBW Advisory Services LLC
Great Diamond Partners, LLC
Sentinel Trust Co Lba
Sequoia Financial Advisors, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Kestra Advisory Services, LLC
Barclays Plc
AdvisorNet Financial, Inc
Forte Capital Llc /adv
Bessemer Group Inc
Banco Santander, S.A.
Retirement Planning Co of New England, Inc.
Strategic Blueprint, LLC
Valeo Financial Advisors, LLC
Citigroup Inc
Creative Planning
Wolverine Trading, Llc
Ironwood Financial, llc
Snowden Capital Advisors LLC
Claudia M.p. Batlle, Crp (r) Llc
Versant Capital Management, Inc
Stephens Inc /ar/
Tradition Wealth Management, LLC
First Republic Investment Management, Inc.
Cambridge Investment Research Advisors, Inc.
Verus Capital Partners, Llc
Credit Suisse Ag/
Proequities, Inc.
Sowell Financial Services LLC
Equitable Holdings, Inc.
Advisory Services Network, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Daiwa Securities Group Inc. 1,315,000 33.15 1,385,000 42.33
Pnc Financial Services Group, Inc. 526,886 33.15 546,491 42.33
GXTG - Global X Thematic Growth ETF 308,214 36.40 332,387 44.50
Mirae Asset Global Investments Co., Ltd. 297,069 33.15 326,469 42.48
Bank Of America Corp /de/ 187,725 33.15 221,388 42.33
Jane Street Group, Llc 165,568 33.15 5,513 42.26
Susquehanna International Group, Llp 93,947 33.15 79,807 42.48
Morgan Stanley 76,235 33.15 81,269 42.33
Change Path, LLC 54,985 33.14 57,407 42.33
UBS Group AG 46,861 33.16 54,543 42.33
LPL Financial LLC 36,431 33.16 46,603 42.34
Joseph P. Lucia & Associates, LLC 30,730 33.16 31,330 42.32
Wells Fargo & Company/mn 20,333 33.15 16,609 42.33
Archford Capital Strategies, LLC 20,099 0.05 19,630 0.05
Baird Financial Group, Inc. 19,612 33.14 19,090 42.33
Envestnet Asset Management Inc 18,607 33.16 15,622 42.31
Advisor Group Holdings, Inc. 18,012 33.09 17,116 54.10
Royal Bank Of Canada 16,044 33.16 60,032 42.34
SOA Wealth Advisors, LLC. 14,244 33.14 14,244 42.26
Integrated Wealth Concepts LLC 10,368 33.18 9,809 42.31
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jane Street Group, Llc 160,055 165,568 33.15 5,513 42.26 2903.23
Susquehanna International Group, Llp 14,140 93,947 33.15 79,807 42.48 17.72
Wells Fargo & Company/mn 3,724 20,333 33.15 16,609 42.33 22.42
Citadel Advisors Llc 3,271 8,223 33.20 4,952 42.41 66.05
Envestnet Asset Management Inc 2,985 18,607 33.16 15,622 42.31 19.11
Tower Research Capital LLC (TRC) 995 3,149 33.03 2,154 42.25 46.19
Advisor Group Holdings, Inc. 896 18,012 33.09 17,116 54.10 5.23
Integrated Wealth Concepts LLC 559 10,368 33.18 9,809 42.31 5.70
Baird Financial Group, Inc. 522 19,612 33.14 19,090 42.33 2.73
Archford Capital Strategies, LLC 469 20,099 0.05 19,630 0.05 2.39
Ameriprise Financial Inc 266 8,748 33.15 8,482 42.32 3.14
Harbour Investments, Inc. 186 1,583 32.85 1,397 53.69 13.31
Simplex Trading, Llc 156 2,795 32.92 2,639 42.06 5.91
GeoWealth Management, LLC 41 5,538 33.04 5,497 42.39 0.75
M&r Capital Management Inc 2 13 11 18.18
CoreCap Advisors, LLC 1 1 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Daiwa Securities Group Inc. 70,000 1,315,000 33.15 1,385,000 42.33 -5.05
Royal Bank Of Canada 43,988 16,044 33.16 60,032 42.34 -73.27
Bank Of America Corp /de/ 33,663 187,725 33.15 221,388 42.33 -15.21
Mirae Asset Global Investments Co., Ltd. 29,400 297,069 33.15 326,469 42.48 -9.01
GXTG - Global X Thematic Growth ETF 24,173 308,214 36.40 332,387 44.50 -7.27
Pnc Financial Services Group, Inc. 19,605 526,886 33.15 546,491 42.33 -3.59
LPL Financial LLC 10,172 36,431 33.16 46,603 42.34 -21.83
UBS Group AG 7,682 46,861 33.16 54,543 42.33 -14.08
Morgan Stanley 5,034 76,235 33.15 81,269 42.33 -6.19
Change Path, LLC 2,422 54,985 33.14 57,407 42.33 -4.22
Commonwealth Equity Services, Llc 1,344 10,350 33.14 11,694 42.33 -11.49
Creative Financial Designs Inc /adv 974 6,745 33.21 7,719 42.36 -12.62
Spire Wealth Management 624 3,832 33.14 4,456 42.41 -14.00
Joseph P. Lucia & Associates, LLC 600 30,730 33.16 31,330 42.32 -1.92
Cetera Investment Advisers 489 6,932 33.18 7,421 42.31 -6.59
Northwestern Mutual Wealth Management Co 319 790 32.91 1,109 42.38 -28.76
Salem Investment Counselors Inc 193 3,446 33.37 3,639 42.32 -5.30
Covestor Ltd 158 1,618 33.37 1,776 42.23 -8.90
Founders Capital Management 50 200 35.00 250 52.00 -20.00
Fmr Llc 29 356 33.71 385 41.56 -7.53
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
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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