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 121 90.00 91.24 88.36
Previous Quarter 122 1021.00 91.24 207.01

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 3 25 6 0 3 2
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 2 1 6 0 3 2
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
Silicon Valley Capital Partners 1,032,722 79.60
Morgan Stanley 575,319 91.24
Raymond James Financial Services Advisors, Inc. 295,977 91.26
GeoWealth Management, LLC 257,775 91.24
Bank Of America Corp /de/ 252,781 91.24
LPL Financial LLC 240,187 91.24
Affinity Wealth Management Llc 233,758 91.37
Kestra Advisory Services, LLC 192,660 91.24
Jpmorgan Chase & Co 137,652 91.24
UBS Group AG 128,742 91.24
Advisor Group Holdings, Inc. 120,030 91.24
WESCAP Management Group, Inc. 119,742 91.24
Raymond James & Associates 110,292 91.24
Avestar Capital, LLC 109,641 91.24
Monticello Wealth Management, Llc 108,119 91.24
Commonwealth Equity Services, Llc 94,995 91.24
Wealth Enhancement & Preservation of GA, LLC 90,223 91.24
Global Retirement Partners, LLC 79,677 79.60
Private Advisor Group, LLC 72,643 79.59
Perennial Investment Advisors, LLC 71,135 91.25

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
Silicon Valley Capital Partners 1,046,569 91.24
Morgan Stanley 575,319 91.24
Raymond James Financial Services Advisors, Inc. 295,977 91.26
GeoWealth Management, LLC 257,775 91.24
Bank Of America Corp /de/ 252,781 91.24
LPL Financial LLC 240,187 91.24
Affinity Wealth Management Llc 233,758 91.37
Kestra Advisory Services, LLC 192,660 91.24
Jpmorgan Chase & Co 137,652 91.24
UBS Group AG 128,742 91.24
Advisor Group Holdings, Inc. 120,030 91.24
WESCAP Management Group, Inc. 119,742 91.24
Raymond James & Associates 110,292 91.24
Avestar Capital, LLC 109,641 91.24
Monticello Wealth Management, Llc 108,119 91.24
Commonwealth Equity Services, Llc 94,995 91.24
Wealth Enhancement & Preservation of GA, LLC 90,223 91.24
Global Retirement Partners, LLC 75,897 82.85
Perennial Investment Advisors, LLC 71,135 91.25
SMIFX - Sound Mind Investing Fund 64,750 92.85

 

Recent Quarter Analysis

Name Shares PPS
McAlister, Sweet & Associates, Inc. 32,919 79.59
Flagship Harbor Advisors, Llc 21,801 79.58
IAM Advisory, LLC 6,719 79.62
Name Shares PPS
SMIFX - Sound Mind Investing Fund 64,750 92.85
SMILX - SMI 50/40/10 Fund 12,830 92.83
IFP Advisors, Inc 10,162 97.13
Koshinski Asset Management, Inc. 1,206 91.21
Lockheed Martin Investment Management Co
Jane Street Group, Llc
Braun-Bostich & Associates Inc.
CoreCap Advisors, LLC
Arkadios Wealth Advisors
Mainstay Capital Management Llc /adv
Cwm, Llc
Renaissance Technologies Llc
Cahill Financial Advisors Inc
Collaborative Investment Series Trust - Mohr Growth ETF
Kingsview Wealth Management, LLC
Insight Wealth Strategies, LLC
Stuart Chaussee & Associates, Inc.
Collaborative Investment Series Trust - Adaptive Core ETF
Global Trust Asset Management, LLC
Arete Wealth Advisors, LLC
Barclays Plc
Walled Lake Planning & Wealth Management, Llc
Lloyd Advisory Services, LLC.
WJ Wealth Management, LLC
Flow Traders U.s. Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Silicon Valley Capital Partners 1,032,722 79.60 1,046,569 91.24
Global Retirement Partners, LLC 79,677 79.60 75,897 82.85
Private Advisor Group, LLC 72,643 79.59 3,878 91.28
Cambridge Investment Research Advisors, Inc. 42,456 79.61 25,253 91.24
Herold Advisors, Inc. 6,585 79.57 6,585 91239.94
First Heartland Consultants, Inc. 3,529 79.34 3,616 90.98
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 68,765 72,643 79.59 3,878 91.28 1773.21
Cambridge Investment Research Advisors, Inc. 17,203 42,456 79.61 25,253 91.24 68.12
Global Retirement Partners, LLC 3,780 79,677 79.60 75,897 82.85 4.98
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Silicon Valley Capital Partners 13,847 1,032,722 79.60 1,046,569 91.24 -1.32
First Heartland Consultants, Inc. 87 3,529 79.34 3,616 90.98 -2.41
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
Flagship Harbor Advisors, Llc 21,801 79.58
IAM Advisory, LLC 6,719 79.62
Name Shares PPS
Koshinski Asset Management, Inc. 1,206 91.21
Name Current Shares Current PPS Previous Shares Previous PPS
Silicon Valley Capital Partners 1,032,722 79.60 1,046,569 91.24
Global Retirement Partners, LLC 79,677 79.60 75,897 82.85
Private Advisor Group, LLC 72,643 79.59 3,878 91.28
Cambridge Investment Research Advisors, Inc. 42,456 79.61 25,253 91.24
Herold Advisors, Inc. 6,585 79.57 6,585 91239.94
First Heartland Consultants, Inc. 3,529 79.34 3,616 90.98
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 68,765 72,643 79.59 3,878 91.28 1773.21
Cambridge Investment Research Advisors, Inc. 17,203 42,456 79.61 25,253 91.24 68.12
Global Retirement Partners, LLC 3,780 79,677 79.60 75,897 82.85 4.98
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Silicon Valley Capital Partners 13,847 1,032,722 79.60 1,046,569 91.24 -1.32
First Heartland Consultants, Inc. 87 3,529 79.34 3,616 90.98 -2.41
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