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 377 200.00 49.91 50.33
Previous Quarter 389 196.00 49.91 50.69

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 79 31 0 14 10
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 3 8 23 0 9 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 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/ 4,990,518 49.91
LPL Financial LLC 2,695,448 49.91
Merit Financial Group, LLC 2,534,446 49.91
Fmr Llc 2,342,690 49.91
Wealth Enhancement Advisory Services, Llc 2,140,789 50.22
Mainstay Capital Management Llc /adv 1,980,665 49.91
Fifth Third Bancorp 1,975,029 49.91
Sfmg, Llc 1,657,616 49.91
Madison Asset Management, LLC 1,385,462 49.91
Royal Bank Of Canada 1,346,816 49.91
Morgan Stanley 1,168,511 49.91
Paragon Capital Management Ltd 1,161,192 49.91
Raymond James Financial Services Advisors, Inc. 1,111,610 49.91
Advisor Group Holdings, Inc. 1,096,972 52.39
Ameriprise Financial Inc 994,488 49.92
Pnc Financial Services Group, Inc. 974,510 49.91
Envestnet Asset Management Inc 854,387 49.91
Evensky & Katz LLC 806,127 49.91
Brinker Capital Investments, LLC 803,681 49.91
Equitable Holdings, Inc. 685,479 49.91

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/ 4,990,518 49.91
LPL Financial LLC 2,695,448 49.91
Merit Financial Group, LLC 2,534,446 49.91
Fmr Llc 2,342,690 49.91
Wealth Enhancement Advisory Services, Llc 2,140,789 50.22
Mainstay Capital Management Llc /adv 1,980,665 49.91
Fifth Third Bancorp 1,975,029 49.91
Sfmg, Llc 1,657,616 49.91
Madison Asset Management, LLC 1,385,462 49.91
Royal Bank Of Canada 1,346,816 49.91
Morgan Stanley 1,168,511 49.91
Paragon Capital Management Ltd 1,161,192 49.91
Raymond James Financial Services Advisors, Inc. 1,111,610 49.91
Advisor Group Holdings, Inc. 1,096,972 52.39
Ameriprise Financial Inc 994,488 49.92
Pnc Financial Services Group, Inc. 974,510 49.91
Envestnet Asset Management Inc 854,387 49.91
Evensky & Katz LLC 806,127 49.91
Brinker Capital Investments, LLC 803,681 49.91
Legacy Private Trust Co. 716,737 49.91

 

Recent Quarter Analysis

Name Shares PPS
Orgel Wealth Management, LLC 21,349 42.02
RVW Wealth, LLC 5,230 42.07
Burleson & Company, LLC 500 42.00
Name Shares PPS
Raub Brock Capital Management LP 229,736 49.91
Cardan Capital Partners, LLC 93,207 48.55
Minichmacgregor Wealth Management, Llc 74,220 49.91
LRRAX - QS Strategic Real Return Fund Class A 69,809 48.55
Parallel Advisors, LLC 40,602 50.86
Optimal Asset Management, Inc. 28,224 48.54
IFP Advisors, Inc 22,571 53.21
Susquehanna International Group, Llp 18,076 49.90
Smart Money Group LLC 4,648 49.91
Silicon Valley Capital Partners 4,647 49.92
Green Harvest Asset Management LLC 4,604 48.65
Advisory Alpha, LLC 4,350 49.89
Resonant Capital Advisors, LLC 4,272 49.86
Pittenger & Anderson Inc 1,513 50.23
Security National Trust Co 1,025 48.78
Peoples Financial Services Corp. 595 50.42
Koshinski Asset Management, Inc. 511 50.88
New England Professional Planning Group Inc. 443 471.78
Citadel Advisors Llc
Jackson Wealth Management, LLC
Good Life Advisors, LLC
Great Valley Advisor Group, Inc.
Retirement Planning Co of New England, Inc.
Prudential Plc
CPR Investments Inc.
HB Wealth Management, LLC
Axiom Investment Management LLC
Ford Financial Group, LLC
Donaldson Capital Management, Llc
Affiance Financial, LLC
TD Capital Management LLC
Evermay Wealth Management Llc
Jacobi Capital Management LLC
Bridgeworth, LLC
Glovista Investments LLC
CoreCap Advisors, LLC
Clarity Financial LLC
D.B. Root & Company, LLC
Masso Torrence Wealth Management Inc.
Hrt Financial Lp
Lakeview Capital Partners, LLC
Total Clarity Wealth Management, Inc.
Buckingham Strategic Wealth, Llc
Quantitative Advantage, LLC
Principle Wealth Partners Llc
Vigilant Capital Management, LLC
GeoWealth Management, LLC
Y-Intercept (Hong Kong) Ltd
Clarkston Capital Partners, LLC
Financial Services Advisory Inc
Huntington National Bank
Meeder Asset Management Inc
Goldman Sachs Group Inc
Eubel Brady & Suttman Asset Management Inc
Jfs Wealth Advisors, Llc
Aries Wealth Management
Lloyd Advisory Services, LLC.
Kestra Advisory Services, LLC
Greenwood Capital Associates Llc
Oppenheimer Asset Management Inc.
Two Sigma Securities, Llc
MUFG Americas Holdings Corp
Lockheed Martin Investment Management Co
Badgley Phelps Wealth Managers, LLC
Arkadios Wealth Advisors
TCI Wealth Advisors, Inc.
Gunma Bank,Ltd.
Running Point Capital Advisors, LLC
Leelyn Smith, LLC
Financial Management Professionals, Inc.
Viridian Ria, Llc
Tower Research Capital LLC (TRC)
Flow Traders U.s. Llc
Ambassador Advisors, LLC
Barclays Plc
IronBridge Private Wealth, LLC
Angeles Investment Advisors, LLC
Almanack Investment Partners, LLC.
Merriman Wealth Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Legacy Private Trust Co. 410,062 42.00 716,737 49.91
Ballast, Inc. 329,013 42.00 384,661 49.91
Private Advisor Group, LLC 305,593 42.00 302,163 49.91
MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 249,403 46.36 245,029 50.98
Global Retirement Partners, LLC 171,326 42.00 172,634 44.89
Cedar Mountain Advisors, LLC 167,690 42.00 177,870 49.91
MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 155,109 46.36 146,667 50.98
BerganKDV Wealth Management, LLC 151,105 42.00 136,533 49.91
Allworth Financial LP 108,150 42.00 111,145 49.91
MCNBX - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 81,462 46.37 75,899 50.98
Cambridge Investment Research Advisors, Inc. 73,841 42.00 71,165 49.91
Hoese & Co LLP 68,055 42.00 56,345 49.91
Orion Portfolio Solutions, LLC 62,525 42.00 60,886 49.91
Flagship Harbor Advisors, Llc 51,779 42.01 110,101 49.91
DBK Financial Counsel, LLC 33,904 42.00 32,215 49.91
Stonehearth Capital Management, LLC 33,685 0.03 33,886 0.06
Crestwood Advisors Group LLC 32,990 42.01 32,726 49.90
Burns J W & Co Inc/ny 26,036 42.02 26,001 49.92
Bell Bank 17,983 41.98 17,950 49.92
LifePro Asset Management 15,089 42.02 14,572 49.89
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BerganKDV Wealth Management, LLC 14,572 151,105 42.00 136,533 49.91 10.67
Hoese & Co LLP 11,710 68,055 42.00 56,345 49.91 20.78
MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 8,442 155,109 46.36 146,667 50.98 5.76
MCNBX - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 5,563 81,462 46.37 75,899 50.98 7.33
MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 4,374 249,403 46.36 245,029 50.98 1.79
Private Advisor Group, LLC 3,430 305,593 42.00 302,163 49.91 1.14
Cambridge Investment Research Advisors, Inc. 2,676 73,841 42.00 71,165 49.91 3.76
DBK Financial Counsel, LLC 1,689 33,904 42.00 32,215 49.91 5.24
Orion Portfolio Solutions, LLC 1,639 62,525 42.00 60,886 49.91 2.69
LifePro Asset Management 517 15,089 42.02 14,572 49.89 3.55
Crestwood Advisors Group LLC 264 32,990 42.01 32,726 49.90 0.81
AdvisorNet Financial, Inc 229 1,500 42.00 1,271 49.57 18.02
Burns J W & Co Inc/ny 35 26,036 42.02 26,001 49.92 0.13
Bell Bank 33 17,983 41.98 17,950 49.92 0.18
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Legacy Private Trust Co. 306,675 410,062 42.00 716,737 49.91 -42.79
Flagship Harbor Advisors, Llc 58,322 51,779 42.01 110,101 49.91 -52.97
Ballast, Inc. 55,648 329,013 42.00 384,661 49.91 -14.47
Cedar Mountain Advisors, LLC 10,180 167,690 42.00 177,870 49.91 -5.72
Allworth Financial LP 2,995 108,150 42.00 111,145 49.91 -2.69
Global Trust Asset Management, LLC 2,413 1,107 41.55 3,520 50.00 -68.55
Global Retirement Partners, LLC 1,308 171,326 42.00 172,634 44.89 -0.76
GEFAX - CMG Mauldin Core Fund Class A Shares 645 3,429 46.37 4,074 51.06 -15.83
Stonehearth Capital Management, LLC 201 33,685 0.03 33,886 0.06 -0.59
Massmutual Trust Co Fsb/adv 82 2,243 2,325 -3.53
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
Orgel Wealth Management, LLC 21,349 42.02
RVW Wealth, LLC 5,230 42.07
Burleson & Company, LLC 500 42.00
Name Shares PPS
Advisory Alpha, LLC 4,350 49.89
Smart Money Group LLC 4,648 49.91
Minichmacgregor Wealth Management, Llc 74,220 49.91
Silicon Valley Capital Partners 4,647 49.92
Pittenger & Anderson Inc 1,513 50.23
Resonant Capital Advisors, LLC 4,272 49.86
Koshinski Asset Management, Inc. 511 50.88
New England Professional Planning Group Inc. 443 471.78
Name Current Shares Current PPS Previous Shares Previous PPS
Ballast, Inc. 329,013 42.00 384,661 49.91
Private Advisor Group, LLC 305,593 42.00 302,163 49.91
Global Retirement Partners, LLC 171,326 42.00 172,634 44.89
Cedar Mountain Advisors, LLC 167,690 42.00 177,870 49.91
BerganKDV Wealth Management, LLC 151,105 42.00 136,533 49.91
Allworth Financial LP 108,150 42.00 111,145 49.91
Cambridge Investment Research Advisors, Inc. 73,841 42.00 71,165 49.91
Hoese & Co LLP 68,055 42.00 56,345 49.91
Orion Portfolio Solutions, LLC 62,525 42.00 60,886 49.91
Flagship Harbor Advisors, Llc 51,779 42.01 110,101 49.91
DBK Financial Counsel, LLC 33,904 42.00 32,215 49.91
Stonehearth Capital Management, LLC 33,685 0.03 33,886 0.06
Burns J W & Co Inc/ny 26,036 42.02 26,001 49.92
Bell Bank 17,983 41.98 17,950 49.92
LifePro Asset Management 15,089 42.02 14,572 49.89
Parkside Financial Bank & Trust 4,330 42.03 4,330 49.88
Tsfg, Llc 3,264 41.97 3,264 49.94
Valley National Advisers Inc 1,403 42.77 1,403 49.89
CVA Family Office, LLC 1,200 41.67 1,200 50.00
Global Trust Asset Management, LLC 1,107 41.55 3,520 50.00
Wolff Wiese Magana Llc 825 42.42 825 49.70
FSC Wealth Advisors, LLC 451 42.13 451 51.00
Newbridge Financial Services Group, Inc. 34 29.41 34 58.82
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BerganKDV Wealth Management, LLC 14,572 151,105 42.00 136,533 49.91 10.67
Hoese & Co LLP 11,710 68,055 42.00 56,345 49.91 20.78
Private Advisor Group, LLC 3,430 305,593 42.00 302,163 49.91 1.14
Cambridge Investment Research Advisors, Inc. 2,676 73,841 42.00 71,165 49.91 3.76
DBK Financial Counsel, LLC 1,689 33,904 42.00 32,215 49.91 5.24
Orion Portfolio Solutions, LLC 1,639 62,525 42.00 60,886 49.91 2.69
LifePro Asset Management 517 15,089 42.02 14,572 49.89 3.55
Burns J W & Co Inc/ny 35 26,036 42.02 26,001 49.92 0.13
Bell Bank 33 17,983 41.98 17,950 49.92 0.18
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Flagship Harbor Advisors, Llc 58,322 51,779 42.01 110,101 49.91 -52.97
Ballast, Inc. 55,648 329,013 42.00 384,661 49.91 -14.47
Cedar Mountain Advisors, LLC 10,180 167,690 42.00 177,870 49.91 -5.72
Allworth Financial LP 2,995 108,150 42.00 111,145 49.91 -2.69
Global Trust Asset Management, LLC 2,413 1,107 41.55 3,520 50.00 -68.55
Global Retirement Partners, LLC 1,308 171,326 42.00 172,634 44.89 -0.76
Stonehearth Capital Management, LLC 201 33,685 0.03 33,886 0.06 -0.59
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