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	607	NaN	0.00	444.73
Previous Quarter	645	NaN	0.00	447.36

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	157	82	3	31	28
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	2	8	25	1	7	8
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	1	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
Bank Of America Corp /de/	855,075	473.28
Susquehanna International Group, Llp	572,800	473.28
Morgan Stanley	450,886	473.28
Goldman Sachs Group Inc	438,529	473.28
UBS Group AG	391,498	473.28
Verity Asset Management, Inc.	386,864	0.00
Assetmark, Inc	341,541	473.28
Twin Tree Management, LP	334,200	473.28
Citadel Advisors Llc	308,800	473.28
HCMGX - HCM Tactical Growth Fund Class A Shares	286,697	473.28
Twin Tree Management, LP	264,200	473.28
Susquehanna International Group, Llp	244,600	473.28
Wells Fargo & Company/mn	235,235	473.28
Citigroup Inc	198,119	473.28
Harel Insurance Investments & Financial Services Ltd.	184,445	349.61
Bnp Paribas Arbitrage, Sa	157,074	473.28
Healthcare Of Ontario Pension Plan Trust Fund	150,000	473.28
LPL Financial LLC	147,302	473.28
Hrt Financial Lp	123,253	473.28
Citadel Advisors Llc	115,400	473.28

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/	855,075	473.28
Susquehanna International Group, Llp	572,800	473.28
Morgan Stanley	450,886	473.28
Goldman Sachs Group Inc	438,529	473.28
UBS Group AG	391,498	473.28
Verity Asset Management, Inc.	386,864	0.00
Assetmark, Inc	341,541	473.28
Twin Tree Management, LP	334,200	473.28
Citadel Advisors Llc	308,800	473.28
HCMGX - HCM Tactical Growth Fund Class A Shares	286,697	473.28
Twin Tree Management, LP	264,200	473.28
Susquehanna International Group, Llp	244,600	473.28
Wells Fargo & Company/mn	235,235	473.28
Citigroup Inc	198,119	473.28
Harel Insurance Investments & Financial Services Ltd.	182,855	473.28
Bnp Paribas Arbitrage, Sa	157,074	473.28
Healthcare Of Ontario Pension Plan Trust Fund	150,000	473.28
LPL Financial LLC	147,302	473.28
Hrt Financial Lp	123,253	473.28
Citadel Advisors Llc	115,400	473.28

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
Bremer Bank National Association	9,131	349.58
Consolidated Capital Management, Llc	1,723	349.39
Wbi Investments, Inc.	856	338.79
Vigilare Wealth Management	638	349.53
FNY Investment Advisers, LLC	600	348.33
Exane Derivatives	374	350.27
Lake Point Wealth Management	8	375.00

Recent Quarter 157 Institutes closed out their positions

Name	Shares	PPS
Citigroup Inc	198,119	473.28
International Assets Investment Management, Llc	106,288	59.57
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	99,789	473.28
CLACX - CLS Global Aggressive Equity Fund Class N Shares	18,000	474.61
Credit Suisse Ag/	13,874	473.26
Credit Suisse Ag/	13,874	473.26
Alexandria Capital, LLC	11,934	445.87
Altshuler Shaham Ltd	11,349	473.26
Fulcrum Equity Management	8,073	473.31
Well Done, LLC	8,068	473.35
Psagot Investment House Ltd.	6,599	445.83
Foresight Capital Management Advisors, Inc.	4,827	473.38
Minichmacgregor Wealth Management, Llc	3,863	473.21
Northstar Advisory Group, LLC	2,976	473.12
Emery Howard Portfolio Management, Inc.	2,550	542.35
IFP Advisors, Inc	2,145	543.12
Genesee Capital Advisors, LLC	1,520	473.03
B&D White Capital Company, LLC	1,411	472.71
Crescent Grove Advisors, LLC	1,047	473.73
Mid Atlantic Financial Management Inc/adv	919	446.14
Ameritas Investment Corp	735
Willner & Heller, Llc	704	542.61
Covenant Multifamily Offices, LLC	652	441.72
HBW Advisory Services LLC	608	473.68
Heritage Wealth Management, Llc	530	445.28
RVW Wealth, LLC	500	474.00
Welch & Forbes Llc	466	474.25
Marcum Wealth, LLC	444	472.97
McAdam, LLC	434	472.35
Southern Capital Advisors, Llc	422	473.93
Gemmer Asset Management LLC	180	472.22
Carroll Financial Associates, Inc.	115	547.83
Reilly Financial Advisors, Llc	94	542.55
Asset Dedication, LLC	75	466.67
Bbva Usa	62	451.61
Bogart Wealth, LLC	45	466.67
Global Trust Asset Management, LLC	25	480.00
Tradewinds Capital Management, LLC	5	400.00
Amia Capital LLP
DRW Securities, LLC
L & S Advisors Inc
Wilbanks Smith & Thomas Asset Management Llc
Capital CS Group, LLC
Independent Advisor Alliance
Dynamic Advisor Solutions LLC
Squarepoint Ops LLC
Natixis
Retirement Planning Co of New England, Inc.
Calamos Wealth Management LLC
Mystic Asset Management, Inc.
Howard Capital Management Inc.
Garrett Investment Advisors LLC
Capital Wealth Planning, LLC
Total Clarity Wealth Management, Inc.
Northern Oak Wealth Management Inc
Duncker Streett & Co Inc
Glaxis Capital Management, LLC
Truvestments Capital Llc
CarsonAllaria Wealth Management, Ltd.
Solstein Capital, LLC
Ahrens Investment Partners LLC
Tower Research Capital LLC (TRC)
Fernwood Investment Management, LLC
Vienna Asset Management LLC
Maven Securities LTD
Mission Wealth Management, Lp
HAP Trading, LLC
Millennium Management Llc
Coco Enterprises, LLC
Interchange Capital Partners, LLC
Bayesian Capital Management, LP
Parallel Advisors, LLC
Allianz Asset Management GmbH
Vectors Research Management, LLC
Pekin Hardy Strauss, Inc.
Woodard & Co Asset Management Group Inc /adv
SevenBridge Financial Group, LLC
StoneX Group Inc.
IAG Wealth Partners, LLC
Plante Moran Financial Advisors, LLC
SMI Advisory Services, LLC
Crabel Capital Management, LLC
Trexquant Investment LP
Candriam Luxembourg S.C.A.
Paragon Wealth Strategies, LLC
BlackRock Inc.
Clark Capital Management Group, Inc.
Glenview Trust Co
Fort Pitt Capital Group, Llc
Holocene Advisors, LP
PFG Advisors
Mascoma Wealth Management LLC
Mcdonald Partners Llc
CoreCap Advisors, LLC
Flagship Private Wealth, LLC
Quantitative Investment Management, LLC
Bank Julius Baer & Co. Ltd, Zurich
Brown Advisory Inc
Brinker Capital Investments, LLC
Two Sigma Advisers, Lp
Jacobi Capital Management LLC
Trilogy Capital Inc.
Man Group plc
Signature Securities Group Corporation
Capital Advisory Group Advisory Services, LLC
Gsa Capital Partners Llp
Intellectus Partners, LLC
Absolute Capital Management, LLC
Edge Wealth Management LLC
Steigerwald, Gordon & Koch Inc.
Fsb Premier Wealth Management, Inc.
James Reed Financial Services, Inc.
Orion Portfolio Solutions, LLC
Advisor Resource Council
Kowal Investment Group, LLC
Kalos Management, Inc.
Phoenix Wealth Advisors
Strategic Wealth Advisors Group, LLC
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares
Foster Victor Wealth Advisors, LLC
Jefferies Group LLC
WMG Financial Advisors, LLC
Cutter & CO Brokerage, Inc.
Capital Asset Advisory Services LLC
Covestor Ltd
Y-Intercept (Hong Kong) Ltd
DCM Advisors, LLC
Brookstone Capital Management
Braun-Bostich & Associates Inc.
FUKOKU MUTUAL LIFE INSURANCE Co
Onyx Bridge Wealth Group LLC
Main Street Research LLC
QMLFX - Quantified Market Leaders Fund Investor Class Shares
Sycomore Asset Management
Lake Hills Wealth Management, LLC
WASHINGTON TRUST Co
Keel Point, LLC
Sandbox Financial Partners, LLC
Fullerton Fund Management Co Ltd
Quantbot Technologies LP
Bickling Financial Services, Inc.
Coldstream Capital Management Inc
Nottingham Advisors, Inc.
Sowa Financial Group, Inc.
Icon Wealth Partners, LLC
Manufacturers Life Insurance Company, The
Two Sigma Securities, Llc
Huntington National Bank
Walleye Capital LLC
IPG Investment Advisors LLC
Advisors Preferred, LLC
Old Mission Capital Llc
Legacy CG, LLC
Harvest Group Wealth Management, Llc
SG3 Management, LLC
Bessemer Group Inc
Integrated Advisors Network LLC

Recent Quarter 82 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harel Insurance Investments & Financial Services Ltd.	184,445	349.61	182,855	473.28
Commonwealth Equity Services, Llc	58,273	349.61	50,071	473.27
Cambridge Investment Research Advisors, Inc.	32,993	349.62	37,599	473.28
Karp Capital Management Corp	17,803	349.60	22,832	473.28
CMH Wealth Management LLC	15,291	349.62	14,317	473.28
First National Corp /ma/ /adv	14,203	349.57	25,673	473.26
Pennsylvania Capital Management Inc /adv	11,134	349.56	11,751	473.24
Analyst IMS Investment Management Services Ltd.	11,015	349.61	11,015	473.26
Fulton Bank, N.a.	9,792	349.57	9,328	473.20
Toth Financial Advisory Corp	9,719	349.62	20,587	473.26
Truist Financial Corp	9,704	349.65	9,418	473.35
Morgan Jess S & Co Inc	9,504	349.64	9,429	473.33
Demars Financial Group, LLC	8,891	349.68	8,256	473.23
Private Advisor Group, LLC	7,903	349.61	7,678	473.30
Stratos Wealth Partners, LTD.	5,575	349.60	5,526	473.40
First Financial Bank - Trust Division	4,939	349.67	5,126	473.27
Money Concepts Capital Corp	4,599	337.25	6,175	473.20
City Holding Co	4,440	349.55	3,345	473.24
Koshinski Asset Management, Inc.	4,084	0.24	3,750	473.33
Allworth Financial LP	3,515	349.64	4,706	473.23

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS
Trust Co Of Vermont	228	350.88
Lehman & Derafelo Financial Resources LLC	114	350.88
TCI Wealth Advisors, Inc.	25	360.00

Recent Quarter 31 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	8,202	58,273	349.61	50,071	473.27	16.38
Harel Insurance Investments & Financial Services Ltd.	1,590	184,445	349.61	182,855	473.28	0.87
City Holding Co	1,095	4,440	349.55	3,345	473.24	32.74
CMH Wealth Management LLC	974	15,291	349.62	14,317	473.28	6.80
Demars Financial Group, LLC	635	8,891	349.68	8,256	473.23	7.69
Fulton Bank, N.a.	464	9,792	349.57	9,328	473.20	4.97
Koshinski Asset Management, Inc.	334	4,084	0.24	3,750	473.33	8.91
Truist Financial Corp	286	9,704	349.65	9,418	473.35	3.04
Western Wealth Management, LLC	238	1,593	349.65	1,355	473.80	17.56
Trust Co Of Vermont	228	228	350.88	0		0.00
Private Advisor Group, LLC	225	7,903	349.61	7,678	473.30	2.93
SOA Wealth Advisors, LLC.	170	451	348.12	281	473.31	60.50
Apella Capital, LLC	141	579	348.88	438	472.60	32.19
MDAKX - MainStay Moderate ETF Allocation Fund Class C	137	724	400.55	587	478.71	23.34
MOEAX - MainStay Growth ETF Allocation Fund Class A	115	455	400.00	340	479.41	33.82
Lehman & Derafelo Financial Resources LLC	114	114	350.88	0		0.00
MWFQX - MainStay Equity ETF Allocation Fund Class R3	84	337	400.59	253	478.26	33.20
Morgan Jess S & Co Inc	75	9,504	349.64	9,429	473.33	0.80
RB Capital Management, LLC	51	738	349.59	687	473.07	7.42
Stratos Wealth Partners, LTD.	49	5,575	349.60	5,526	473.40	0.89

Recent Quarter 28 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	20,807	1,133	349.51	21,940	473.61	-94.84
Geneos Wealth Management Inc.	11,746	1,337	336.57	13,083	473.21	-89.78
First National Corp /ma/ /adv	11,470	14,203	349.57	25,673	473.26	-44.68
Toth Financial Advisory Corp	10,868	9,719	349.62	20,587	473.26	-52.79
Karp Capital Management Corp	5,029	17,803	349.60	22,832	473.28	-22.03
Cambridge Investment Research Advisors, Inc.	4,606	32,993	349.62	37,599	473.28	-12.25
Money Concepts Capital Corp	1,576	4,599	337.25	6,175	473.20	-25.52
Teamwork Financial Advisors, LLC	1,542	1,484	349.73	3,026	473.23	-50.96
Cookson Peirce & Co Inc	1,294	834	350.12	2,128	473.21	-60.81
Allworth Financial LP	1,191	3,515	349.64	4,706	473.23	-25.31
DAVENPORT & Co LLC	781	1,008	350.20	1,789	473.45	-43.66
Pennsylvania Capital Management Inc /adv	617	11,134	349.56	11,751	473.24	-5.25
Nikulski Financial, Inc.	536	1,478	349.80	2,014	473.19	-26.61
Wealthfront Advisers Llc	414	1,920	349.48	2,334	473.44	-17.74
Wbh Advisory Inc	397	1,084	350.55	1,481	418.64	-26.81
Juncture Wealth Strategies, Llc	189	2,027	349.78	2,216	473.38	-8.53
First Financial Bank - Trust Division	187	4,939	349.67	5,126	473.27	-3.65
Arkadios Wealth Advisors	184	732		916		-20.09
Delta Investment Management, LLC	89	688	348.84	777	473.62	-11.45
Eidelman Virant Capital	75	550	367.27	625	472.00	-12.00

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
Two Sigma Securities, Llc	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
SG3 Management, LLC	0

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 1 Institutes Increased Short Positions

Name
FAAAX - Franklin K2 Alternative Strategies Fund Class A

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

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
Consolidated Capital Management, Llc	1,723	349.39
Wbi Investments, Inc.	856	338.79

Past Week 8 Institutes closed out their positions

Name	Shares	PPS
Southern Capital Advisors, Llc	422	473.93
Tradewinds Capital Management, LLC	5	400.00
Welch & Forbes Llc	466	474.25
Willner & Heller, Llc	704	542.61
Bogart Wealth, LLC	45	466.67
Crescent Grove Advisors, LLC	1,047	473.73
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	99,789	473.28
Gemmer Asset Management LLC	180	472.22

Past Week 25 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Analyst IMS Investment Management Services Ltd.	11,015	349.61	11,015	473.26
Toth Financial Advisory Corp	9,719	349.62	20,587	473.26
Truist Financial Corp	9,704	349.65	9,418	473.35
Demars Financial Group, LLC	8,891	349.68	8,256	473.23
Stratos Wealth Partners, LTD.	5,575	349.60	5,526	473.40
Wealthfront Advisers Llc	1,920	349.48	2,334	473.44
Teamwork Financial Advisors, LLC	1,484	349.73	3,026	473.23
Geneos Wealth Management Inc.	1,337	336.57	13,083	473.21
Beacon Financial Advisory LLC	1,170	349.57	1,169	473.05
Spire Wealth Management	1,133	349.51	21,940	473.61
Accredited Investors Inc.	893	349.38	893	473.68
Cookson Peirce & Co Inc	834	350.12	2,128	473.21
Delta Investment Management, LLC	688	348.84	777	473.62
Bristlecone Advisors, LLC	640	350.00	640	473.44
C2C Wealth Management, LLC	586	383.96	586	438.57
Washington Trust Advisors, Inc.	370	348.65	370	472.97
Enterprise Trust & Investment Co	350	348.57	400	472.50
Charter Oak Capital Management, LLC	192	348.96	189	539.68
Sandy Spring Bank	166	349.40	166	475.90
Financial Connections Group, Inc.	100	340.00	100	470.00
BCR Wealth Strategies, LLC	96	354.17	96	468.75
Rice Partnership, LLC	70	342.86	70	471.43
Lakeview Capital Partners, LLC	23	347.83	23	478.26
Coastal Capital Group, Inc.	9	333.33	5	400.00
Capital Investment Advisory Services, LLC	6	333.33	6	500.00

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Trust Co Of Vermont	228	350.88	0

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Demars Financial Group, LLC	635	8,891	349.68	8,256	473.23	7.69
Truist Financial Corp	286	9,704	349.65	9,418	473.35	3.04
Trust Co Of Vermont	228	228	350.88	0		0.00
Stratos Wealth Partners, LTD.	49	5,575	349.60	5,526	473.40	0.89
Coastal Capital Group, Inc.	4	9	333.33	5	400.00	80.00
Charter Oak Capital Management, LLC	3	192	348.96	189	539.68	1.59
Beacon Financial Advisory LLC	1	1,170	349.57	1,169	473.05	0.09

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	20,807	1,133	349.51	21,940	473.61	-94.84
Geneos Wealth Management Inc.	11,746	1,337	336.57	13,083	473.21	-89.78
Toth Financial Advisory Corp	10,868	9,719	349.62	20,587	473.26	-52.79
Teamwork Financial Advisors, LLC	1,542	1,484	349.73	3,026	473.23	-50.96
Cookson Peirce & Co Inc	1,294	834	350.12	2,128	473.21	-60.81
Wealthfront Advisers Llc	414	1,920	349.48	2,334	473.44	-17.74
Delta Investment Management, LLC	89	688	348.84	777	473.62	-11.45
Enterprise Trust & Investment Co	50	350	348.57	400	472.50	-12.50

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 1 Institutes Increased Short Positions

Name
FAAAX - Franklin K2 Alternative Strategies Fund Class A

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