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 | 721 | 245.00 | 34.28 | 84.09 |
| Previous Quarter | 746 | 244.00 | 34.28 | 85.22 |
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 | 9 | 109 | 75 | 3 | 39 | 30 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 5 | 2 | 56 | 3 | 31 | 21 |
| 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 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 | 3,558 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 3,558 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Creative Planning | 42,772,394 | 34.28 |
| Financial Engines Advisors L.L.C. | 31,381,022 | 34.28 |
| Allworth Financial LP | 12,657,492 | 28.84 |
| LPL Financial LLC | 10,940,450 | 34.28 |
| Tiaa, Fsb | 7,594,776 | 34.28 |
| Horizon Investments, LLC | 7,265,081 | 34.28 |
| Stadion Money Management, LLC | 6,028,539 | 34.28 |
| Envestnet Asset Management Inc | 5,517,090 | 34.28 |
| State Street Corp | 5,121,185 | 34.28 |
| Signature Estate & Investment Advisors Llc | 4,967,422 | 28.84 |
| Bank Of America Corp /de/ | 4,774,737 | 34.28 |
| ARAAX - Horizon Active Risk Assist Fund Advisor Class | 4,542,567 | 34.07 |
| Pfs Investments Inc. | 4,468,523 | 34.28 |
| Stifel Financial Corp | 3,837,059 | 34.28 |
| Aptus Capital Advisors, LLC | 3,691,484 | 34.28 |
| Assetmark, Inc | 3,499,015 | 34.28 |
| Advisor Group Holdings, Inc. | 3,491,588 | 33.69 |
| Pathstone Family Office, Llc | 3,234,385 | 34.28 |
| IDME - International Drawdown Managed Equity ETF | 3,117,951 | 31.86 |
| UBS Group AG | 3,002,667 | 34.28 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Creative Planning | 42,772,394 | 34.28 |
| Financial Engines Advisors L.L.C. | 31,381,022 | 34.28 |
| Allworth Financial LP | 11,590,882 | 34.28 |
| LPL Financial LLC | 10,940,450 | 34.28 |
| Tiaa, Fsb | 7,594,776 | 34.28 |
| Horizon Investments, LLC | 7,265,081 | 34.28 |
| Stadion Money Management, LLC | 6,028,539 | 34.28 |
| Envestnet Asset Management Inc | 5,517,090 | 34.28 |
| State Street Corp | 5,121,185 | 34.28 |
| Bank Of America Corp /de/ | 4,774,737 | 34.28 |
| Signature Estate & Investment Advisors Llc | 4,711,122 | 34.28 |
| ARAAX - Horizon Active Risk Assist Fund Advisor Class | 4,542,567 | 34.07 |
| Pfs Investments Inc. | 4,468,523 | 34.28 |
| Stifel Financial Corp | 3,837,059 | 34.28 |
| Aptus Capital Advisors, LLC | 3,691,484 | 34.28 |
| Assetmark, Inc | 3,499,015 | 34.28 |
| Advisor Group Holdings, Inc. | 3,491,588 | 33.69 |
| Pathstone Family Office, Llc | 3,234,385 | 34.28 |
| UBS Group AG | 3,002,667 | 34.28 |
| Baystate Wealth Management LLC | 2,949,344 | 34.28 |
| Name | Shares | PPS |
|---|---|---|
| Farmer Steven Patrick | 927,175 | 28.84 |
| Wipfli Financial Advisors Llc, | 352,162 | 28.84 |
| Butensky & Cohen Financial Security, Inc | 61,525 | 28.83 |
| Acropolis Investment Management, LLC | 15,256 | 28.84 |
| GoalVest Advisory LLC | 13,104 | 28.31 |
| Conservest Capital Advisors, Inc. | 11,794 | 28.83 |
| Evensky & Katz LLC | 7,680 | 34.24 |
| ACG Wealth | 1,376 | 29.07 |
| Valley National Advisers Inc | 486 | 28.81 |
| Name | Shares | PPS |
|---|---|---|
| IFP Advisors, Inc | 637,824 | 36.65 |
| Managed Account Services Inc | 385,117 | 36.21 |
| Hatton Consulting, Inc. | 189,524 | 36.21 |
| Alexandria Capital, LLC | 188,734 | 36.21 |
| New England Investment & Retirement Group, Inc. | 115,972 | 36.21 |
| Parallel Advisors, LLC | 58,332 | 34.82 |
| Ameritas Investment Corp | 44,430 | 0.05 |
| Cedar Capital, Llc | 35,959 | 36.21 |
| Paladin Advisory Group, LLC | 29,432 | 34.55 |
| E&G Advisors, LP | 25,622 | 34.27 |
| SageGuard Financial Group, LLC | 24,529 | 36.20 |
| Heritage Wealth Management, Llc | 23,928 | 36.19 |
| Unified Trust Company, N.A. | 7,696 | 36.25 |
| Evensky & Katz LLC | 7,680 | 34.24 |
| Ballast, Inc. | 7,330 | 34.24 |
| Sonora Investment Management, LLC | 2,700 | 36.30 |
| Future Financial Wealth Managment LLC | 2,211 | 34.37 |
| Sound Income Strategies, LLC | 1 | |
| Wolverine Trading, Llc | ||
| Personal Capital Advisors Corp | ||
| Firestone Capital Management | ||
| Stonehearth Capital Management, LLC | ||
| Kings Point Capital Management | ||
| Flagship Private Wealth, LLC | ||
| Founders Financial Securities Llc | ||
| Insight 2811, Inc. | ||
| Emerald Investment Partners, Llc | ||
| Cavalier Investments, LLC | ||
| Advisors Preferred, LLC | ||
| Roof Eidam & Maycock/adv | ||
| Keel Point, LLC | ||
| Anfield Capital Management, LLC | ||
| Cribstone Capital Management, LLC | ||
| We Are One Seven, LLC | ||
| Tri-Star Advisors Inc. | ||
| Onyx Bridge Wealth Group LLC | ||
| Parisi Gray Wealth Management | ||
| Global Trust Asset Management, LLC | ||
| Mountain Capital Investment Advisors, Inc | ||
| O'shaughnessy Asset Management, Llc | ||
| Firethorn Wealth Partners, Llc | ||
| Compass Ion Advisors, LLC | ||
| Cassady Schiller Wealth Management, LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Pacific Financial Group Inc | ||
| Trexquant Investment LP | ||
| Baird Financial Group, Inc. | ||
| Eaton Vance Management | ||
| First Heartland Consultants, Inc. | ||
| Renaissance Technologies Llc | ||
| Financial Advocates Investment Management | ||
| Randolph Co Inc | ||
| Principal Financial Group Inc | ||
| QCM Cayman, Ltd. | ||
| Baldwin Brothers Inc/ma | ||
| Triad Financial Advisors, Inc. | ||
| FirstPurpose Wealth LLC | ||
| Parametric Portfolio Associates Llc | ||
| Personal Cfo Solutions, Llc | ||
| ODonnell Financial Services, LLC | ||
| Mcdonald Partners Llc | ||
| CSM Advisors, LLC | ||
| Clear Creek Financial Management, LLC | ||
| First Command Advisory Services, Inc. | ||
| True Link Financial Advisors, LLC | ||
| Barnett & Company, Inc. | ||
| Quantitative Advantage, LLC | ||
| CENTRAL TRUST Co | ||
| Sterling Financial Planning, Inc. | ||
| RDA Financial Network | ||
| High Falls Advisors, Inc | ||
| HBK Sorce Advisory LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Newport Capital Group, LLC | ||
| Tectonic Advisors Llc | ||
| Total Clarity Wealth Management, Inc. | ||
| Huntington National Bank | ||
| Capstone Wealth Management Group, Llc | ||
| American International Group, Inc. | ||
| Bessemer Group Inc | ||
| Tobias Financial Advisors, Inc. | ||
| Insight Folios Inc | ||
| Truvestments Capital Llc | ||
| Amplius Wealth Advisors, LLC | ||
| Beaumont Capital Management, LLC | ||
| Avantax Advisory Services, Inc. | ||
| Sowell Financial Services LLC | ||
| Corbenic Partners LLC | ||
| Badgley Phelps Wealth Managers, LLC | ||
| Tfo-tdc, Llc | ||
| Opus Capital Group, LLC | ||
| Absolute Capital Management, LLC | ||
| Johnson Midwest Financial, LLC | ||
| Wolff Wiese Magana Llc | ||
| Beaumont Financial Partners, LLC | ||
| Procyon Private Wealth Partners, LLC | ||
| StoneX Group Inc. | ||
| Benedetti & Gucer, Inc. | ||
| NSI Retail Advisors, LLC | ||
| Fund Evaluation Group, LLC | ||
| Jacobi Capital Management LLC | ||
| Atria Investments Llc | ||
| Masso Torrence Wealth Management Inc. | ||
| Appleton Partners Inc/ma | ||
| Ferguson Shapiro LLC | ||
| Topel & Distasi Wealth Management, LLC | ||
| Cambridge Advisors Inc. | ||
| Advanced Research Investment Solutions, Llc | ||
| Liberty Wealth Management Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Allworth Financial LP | 12,657,492 | 28.84 | 11,590,882 | 34.28 |
| Signature Estate & Investment Advisors Llc | 4,967,422 | 28.84 | 4,711,122 | 34.28 |
| IDME - International Drawdown Managed Equity ETF | 3,117,951 | 31.86 | 2,563,655 | 34.98 |
| Advisory Alpha, LLC | 2,125,258 | 28.84 | 2,062,745 | 34.28 |
| Private Advisor Group, LLC | 1,830,348 | 28.84 | 1,838,803 | 34.28 |
| McNamara Financial Services, Inc. | 1,492,438 | 28.84 | 1,447,681 | 34.28 |
| Brookstone Capital Management | 1,106,531 | 28.85 | 1,386,502 | 33.49 |
| Confluence Investment Management Llc | 927,175 | 28.84 | 1,078,791 | 34.28 |
| Boston Standard Wealth Management, LLC | 867,214 | 28.89 | 837,166 | 34.28 |
| Cambridge Investment Research Advisors, Inc. | 758,200 | 28.84 | 780,774 | 34.28 |
| Leicht Financial Planning & Wealth Management, Inc. | 727,599 | 14.42 | 362,914 | 34.28 |
| REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 357,600 | 31.86 | 211,100 | 34.98 |
| Schneider Downs Wealth Management Advisors, LP | 326,116 | 28.84 | 203,295 | 34.28 |
| Pure Financial Advisors, Inc. | 322,763 | 28.84 | 527,888 | 34.28 |
| Legacy Private Trust Co. | 290,553 | 28.84 | 323,037 | 34.28 |
| Boltwood Capital Management | 270,725 | 28.84 | 291,429 | 34.28 |
| Diligent Investors, LLC | 247,310 | 28.84 | 245,121 | 34.28 |
| AdvisorNet Financial, Inc | 227,067 | 28.84 | 201,884 | 34.28 |
| Orion Portfolio Solutions, LLC | 217,830 | 28.84 | 185,728 | 34.28 |
| TPG Financial Advisors, LLC | 169,019 | 28.84 | 166,605 | 34.28 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Brio Consultants, LLC | 699,803 | 28.29 | 0 | |
| Financial Management Network Inc | 35,919 | 28.90 | 0 | |
| Karp Capital Management Corp | 8,019 | 28.81 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Wolverine Trading, Llc | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Paladin Advisory Group, LLC | 14,682 | 44,114 | 29,432 | 49.88 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Butensky & Cohen Financial Security, Inc | 61,525 | 28.83 |
| Acropolis Investment Management, LLC | 15,256 | 28.84 |
| Conservest Capital Advisors, Inc. | 11,794 | 28.83 |
| ACG Wealth | 1,376 | 29.07 |
| Valley National Advisers Inc | 486 | 28.81 |
| Name | Shares | PPS |
|---|---|---|
| Sound Income Strategies, LLC | 1 | |
| Ballast, Inc. | 7,330 | 34.24 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Allworth Financial LP | 12,657,492 | 28.84 | 11,590,882 | 34.28 |
| Signature Estate & Investment Advisors Llc | 4,967,422 | 28.84 | 4,711,122 | 34.28 |
| Advisory Alpha, LLC | 2,125,258 | 28.84 | 2,062,745 | 34.28 |
| Private Advisor Group, LLC | 1,830,348 | 28.84 | 1,838,803 | 34.28 |
| McNamara Financial Services, Inc. | 1,492,438 | 28.84 | 1,447,681 | 34.28 |
| Brookstone Capital Management | 1,106,531 | 28.85 | 1,386,502 | 33.49 |
| Confluence Investment Management Llc | 927,175 | 28.84 | 1,078,791 | 34.28 |
| Boston Standard Wealth Management, LLC | 867,214 | 28.89 | 837,166 | 34.28 |
| Cambridge Investment Research Advisors, Inc. | 758,200 | 28.84 | 780,774 | 34.28 |
| Leicht Financial Planning & Wealth Management, Inc. | 727,599 | 14.42 | 362,914 | 34.28 |
| Schneider Downs Wealth Management Advisors, LP | 326,116 | 28.84 | 203,295 | 34.28 |
| Diligent Investors, LLC | 247,310 | 28.84 | 245,121 | 34.28 |
| Orion Portfolio Solutions, LLC | 217,830 | 28.84 | 185,728 | 34.28 |
| TPG Financial Advisors, LLC | 169,019 | 28.84 | 166,605 | 34.28 |
| McNaughton Wealth Management, LLC | 167,111 | 28.84 | 164,032 | 34.28 |
| Koshinski Asset Management, Inc. | 148,180 | 0.03 | 207,381 | 34.28 |
| Rosenberg Matthew Hamilton | 145,884 | 28.89 | 141,450 | 34.28 |
| Global Retirement Partners, LLC | 144,579 | 28.84 | 128,845 | 31.85 |
| Eclectic Associates Inc /adv | 118,746 | 28.84 | 126,519 | 34.28 |
| Flagship Harbor Advisors, Llc | 108,588 | 28.84 | 247,920 | 34.28 |
| SFG Wealth Management, LLC. | 98,772 | 28.84 | 86,519 | 34.28 |
| Weitzel Financial Services, Inc. | 83,462 | 28.84 | 87,552 | 34.28 |
| McKinley Carter Wealth Services, Inc. | 79,487 | 28.83 | 79,495 | 34.28 |
| Miracle Mile Advisors, LLC | 76,882 | 28.84 | 68,315 | 34.28 |
| HBW Advisory Services LLC | 76,300 | 28.85 | 74,098 | 34.28 |
| Norway Savings Bank | 69,671 | 28.84 | 69,721 | 34.28 |
| PCG Wealth Advisors, LLC | 62,481 | 28.84 | 61,906 | 34.28 |
| Trinity Wealth Management, LLC | 51,112 | 28.84 | 47,072 | 34.29 |
| Range Financial Group LLC | 43,499 | 28.85 | 43,346 | 34.28 |
| Highland Private Wealth Management | 42,948 | 28.85 | 43,065 | 34.27 |
| YHB Investment Advisors, Inc. | 38,746 | 28.83 | 38,207 | 34.29 |
| Wbh Advisory Inc | 36,043 | 28.36 | 11,780 | 32.26 |
| Ford Financial Group, LLC | 33,858 | 28.83 | 16,996 | 34.24 |
| Aletheian Wealth Advisors LLC | 31,527 | 28.83 | 31,709 | 34.28 |
| Flower City Capital | 29,909 | 28.85 | 28,579 | 34.29 |
| Acorn Financial Advisory Services Inc /adv | 27,336 | 28.83 | 27,917 | 34.28 |
| Private Wealth Group, LLC | 26,400 | 28.83 | 25,352 | 34.28 |
| Strategic Asset Management, LLC | 21,398 | 28.83 | 20,782 | 34.26 |
| Newman & Schimel, LLC | 19,934 | 28.85 | 21,011 | 34.27 |
| Kathleen S. Wright Associates Inc. | 19,838 | 28.83 | 14,377 | 34.29 |
| Highland Capital Management, Llc | 13,860 | 28.86 | 13,860 | 34.27 |
| Calton & Associates, Inc. | 13,483 | 28.78 | 12,974 | 34.22 |
| TKG Advisors, LLC | 12,382 | 28.83 | 13,182 | 34.29 |
| Sargent Bickham Lagudis LLC | 11,979 | 28.80 | 11,979 | 34.31 |
| IVC Wealth Advisors LLC | 11,820 | 28.85 | 31,235 | 34.29 |
| Wilson & Boucher Capital Management, LLC | 10,300 | 28.83 | 10,300 | 34.27 |
| Spectrum Asset Management, Inc. (NB/CA) | 8,825 | 28.90 | 22,249 | 34.29 |
| Adviser Investments LLC | 7,809 | 28.81 | 9,392 | 34.28 |
| RWM Asset Management, LLC | 3,534 | 28.86 | 3,657 | 34.18 |
| Gradient Investments LLC | 3,028 | 28.73 | 1,318 | 34.14 |
| Tsfg, Llc | 2,991 | 28.75 | 3,292 | 34.33 |
| Cordasco Financial Network | 1,398 | 28.61 | 1,398 | 34.33 |
| Pinnacle Bancorp, Inc. | 1,102 | 29.04 | 1,102 | 34.48 |
| West Financial Advisors, LLC | 200 | 30.00 | 200 | 35.00 |
| Newbridge Financial Services Group, Inc. | 174 | 28.74 | 504 | 33.73 |
| Dividend Asset Capital, Llc | 166 | 30.12 | 166 | 36.14 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Brio Consultants, LLC | 699,803 | 28.29 | 0 | |
| Financial Management Network Inc | 35,919 | 28.90 | 0 | |
| Karp Capital Management Corp | 8,019 | 28.81 | 0 |
| 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 |
|---|