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 | 175 | 73.00 | 75.96 | 72.64 |
| Previous Quarter | 200 | 75.00 | 75.96 | 73.26 |
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 | 0 | 84 | 12 | 0 | 2 | 8 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 2 | 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 | 4 | 9 | 0 | 2 | 7 |
| 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 | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 0 | 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 |
|---|---|---|
| Bank Of America Corp /de/ | 2,323,913 | 75.96 |
| Royal Bank Of Canada | 1,053,973 | 75.96 |
| Raymond James Financial Services Advisors, Inc. | 527,348 | 75.96 |
| LPL Financial LLC | 480,711 | 75.96 |
| Wells Fargo & Company/mn | 474,376 | 75.96 |
| Advisor Group Holdings, Inc. | 384,961 | 78.21 |
| Islet Management, LP | 350,000 | 75.96 |
| Morgan Stanley | 349,212 | 75.96 |
| Affinity Wealth Management Llc | 330,270 | 73.02 |
| Verity Asset Management, Inc. | 311,181 | 0.01 |
| Mml Investors Services, Llc | 295,296 | 75.96 |
| Goldman Sachs Group Inc | 224,035 | 75.96 |
| Raymond James & Associates | 189,370 | 75.96 |
| Oppenheimer & Co Inc | 135,163 | 75.96 |
| Harel Insurance Investments & Financial Services Ltd. | 95,000 | 75.96 |
| Ntv Asset Management Llc | 88,585 | 75.96 |
| Ameriprise Financial Inc | 79,625 | 75.76 |
| Weaver Consulting Group | 72,104 | 75.96 |
| D. Scott Neal, Inc. | 65,187 | 58.62 |
| GWM Advisors LLC | 59,473 | 75.97 |
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/ | 2,323,913 | 75.96 |
| Royal Bank Of Canada | 1,053,973 | 75.96 |
| Raymond James Financial Services Advisors, Inc. | 527,348 | 75.96 |
| LPL Financial LLC | 480,711 | 75.96 |
| Wells Fargo & Company/mn | 474,376 | 75.96 |
| Advisor Group Holdings, Inc. | 384,961 | 78.21 |
| Islet Management, LP | 350,000 | 75.96 |
| Morgan Stanley | 349,212 | 75.96 |
| Affinity Wealth Management Llc | 330,270 | 73.02 |
| Verity Asset Management, Inc. | 311,181 | 0.01 |
| Mml Investors Services, Llc | 295,296 | 75.96 |
| Goldman Sachs Group Inc | 224,035 | 75.96 |
| Raymond James & Associates | 189,370 | 75.96 |
| SMIFX - Sound Mind Investing Fund | 174,470 | 78.59 |
| D. Scott Neal, Inc. | 150,104 | 75.96 |
| Oppenheimer & Co Inc | 135,163 | 75.96 |
| Harel Insurance Investments & Financial Services Ltd. | 95,000 | 75.96 |
| Ntv Asset Management Llc | 88,585 | 75.96 |
| Ameriprise Financial Inc | 79,625 | 75.76 |
| Weaver Consulting Group | 72,104 | 75.96 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| SMIFX - Sound Mind Investing Fund | 174,470 | 78.59 |
| SMILX - SMI 50/40/10 Fund | 30,790 | 78.60 |
| IFP Advisors, Inc | 23,438 | 79.19 |
| HBW Advisory Services LLC | 5,913 | 75.93 |
| Stewardship Advisors, LLC | 3,581 | 75.96 |
| Ballast, Inc. | 2,785 | 75.76 |
| Pinnacle Bancorp, Inc. | 160 | 75.00 |
| Nomura Holdings Inc | ||
| Citigroup Inc | ||
| First American Trust, Fsb | ||
| Kingsview Wealth Management, LLC | ||
| Brookstone Capital Management | ||
| Orion Portfolio Solutions, LLC | ||
| CIBC World Markets Inc. | ||
| Dfpg Investments, Llc | ||
| Townsquare Capital Llc | ||
| Millennium Management Llc | ||
| Capital Analysts, Inc. | ||
| Prelude Capital Management, Llc | ||
| First Horizon Advisors, Inc. | ||
| Penserra Capital Management LLC | ||
| South Shore Capital Advisors | ||
| Cardan Capital Partners, LLC | ||
| Deutsche Bank Ag\ | ||
| Advisors Preferred, LLC | ||
| Synergy Financial Management, LLC | ||
| IMC-Chicago, LLC | ||
| HighTower Advisors, LLC | ||
| Financial Architects, Inc | ||
| Source Financial Advisors LLC | ||
| G&S Capital LLC | ||
| Tower Research Capital LLC (TRC) | ||
| Sandbox Financial Partners, LLC | ||
| Meitav Dash Investments Ltd | ||
| Arete Wealth Advisors, LLC | ||
| Braun-Bostich & Associates Inc. | ||
| Barclays Plc | ||
| Pinnacle Wealth Management, LLC | ||
| Janney Montgomery Scott LLC | ||
| Stifel Financial Corp | ||
| Arkadios Wealth Advisors | ||
| EWG Elevate Inc. | ||
| Vigilare Wealth Management | ||
| Bedell Frazier Investment Counseling, LLC | ||
| Ambassador Advisors, LLC | ||
| Cordant, Inc. | ||
| Aviance Capital Partners, LLC | ||
| Kovack Advisors, Inc. | ||
| HB Wealth Management, LLC | ||
| Snowden Capital Advisors LLC | ||
| SMI Advisory Services, LLC | ||
| Bank Of Nova Scotia | ||
| Acorn Wealth Advisors, LLC | ||
| Cwm, Llc | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| TKG Advisors, LLC | ||
| Centric Wealth Management | ||
| Procyon Private Wealth Partners, LLC | ||
| Koss-Olinger Consulting, LLC | ||
| Atria Investments Llc | ||
| Trexquant Investment LP | ||
| Deane Retirement Strategies, Inc. | ||
| Vontobel Holding Ltd. | ||
| Kovitz Investment Group Partners, LLC | ||
| Bank Of Montreal /can/ | ||
| Teamwork Financial Advisors, LLC | ||
| Change Path, LLC | ||
| Fulcrum Equity Management | ||
| Hudock, Inc. | ||
| Mercer Global Advisors Inc /adv | ||
| CoreCap Advisors, LLC | ||
| Signaturefd, Llc | ||
| Larson Financial Group LLC | ||
| Mutual Advisors, LLC | ||
| Marcum Wealth, LLC | ||
| Belvedere Trading LLC | ||
| Proficio Capital Partners LLC | ||
| Hrt Financial Lp | ||
| Proequities, Inc. | ||
| Legend Financial Advisors, Inc. | ||
| GeoWealth Management, LLC | ||
| Hilltop Holdings Inc. | ||
| Wolverine Trading, Llc | ||
| Members Advisory Group LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| D. Scott Neal, Inc. | 65,187 | 58.62 | 150,104 | 75.96 |
| E&G Advisors, LP | 35,174 | 58.62 | 37,252 | 75.97 |
| Summit Financial Group, Inc. | 18,990 | 58.61 | 18,990 | 75.99 |
| Ayalon Holdings Ltd. | 14,619 | 58.62 | 53,050 | 75.97 |
| Gradient Investments LLC | 14,043 | 58.61 | 14,271 | 75.96 |
| Private Advisor Group, LLC | 11,793 | 58.59 | 13,127 | 75.95 |
| Cambridge Investment Research Advisors, Inc. | 11,268 | 58.57 | 12,303 | 76.00 |
| Koshinski Asset Management, Inc. | 10,754 | 0.09 | 11,080 | 75.99 |
| New England Professional Planning Group Inc. | 6,415 | 58.77 | 6,414 | 75.93 |
| Global Retirement Partners, LLC | 759 | 57.97 | 757 | 62.09 |
| Optimum Investment Advisors | 350 | 60.00 | 787 | 76.24 |
| City Holding Co | 175 | 57.14 | 175 | 74.29 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Wolverine Trading, Llc | 0 |
| Nomura Holdings Inc | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Pinnacle Bancorp, Inc. | 160 | 75.00 |
| Ballast, Inc. | 2,785 | 75.76 |
| HBW Advisory Services LLC | 5,913 | 75.93 |
| Stewardship Advisors, LLC | 3,581 | 75.96 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| D. Scott Neal, Inc. | 65,187 | 58.62 | 150,104 | 75.96 |
| Ayalon Holdings Ltd. | 14,619 | 58.62 | 53,050 | 75.97 |
| Gradient Investments LLC | 14,043 | 58.61 | 14,271 | 75.96 |
| Private Advisor Group, LLC | 11,793 | 58.59 | 13,127 | 75.95 |
| Cambridge Investment Research Advisors, Inc. | 11,268 | 58.57 | 12,303 | 76.00 |
| Koshinski Asset Management, Inc. | 10,754 | 0.09 | 11,080 | 75.99 |
| New England Professional Planning Group Inc. | 6,415 | 58.77 | 6,414 | 75.93 |
| Global Retirement Partners, LLC | 759 | 57.97 | 757 | 62.09 |
| Optimum Investment Advisors | 350 | 60.00 | 787 | 76.24 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|