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 456 288.00 47.16 87.58
Previous Quarter 480 283.00 47.16 87.61

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 88 49 0 17 25
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 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 2 34 0 13 17
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 539 0.00 0.00 0 0.00 0.00
Previous Quarter 539 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
Creative Planning 44,694,016 47.16
LPL Financial LLC 6,755,096 47.16
Valmark Advisers, Inc. 6,752,720 47.16
Tiedemann Advisors, Llc 6,502,735 47.16
Advisor Group Holdings, Inc. 1,709,231 45.26
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 1,515,516 47.16
Wells Fargo & Company/mn 1,340,182 47.16
ARAAX - Horizon Active Risk Assist Fund Advisor Class 1,226,825 47.43
UBS Group AG 1,113,231 47.16
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 1,095,287 47.16
CFS Investment Advisory Services, LLC 1,047,559 0.04
RFG Advisory, LLC 968,417 47.16
Morgan Stanley 942,689 47.16
Private Advisor Group, LLC 890,275 39.69
Envestnet Asset Management Inc 882,518 47.16
Waller Financial Planning Group, Inc 807,870 47.16
Frontier Wealth Management LLC 698,326 45.56
Cornerstone Wealth Management, LLC 692,576 47.16
Assetmark, Inc 650,899 47.16
AlphaStar Capital Management, LLC 569,683 47.16

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
Creative Planning 44,694,016 47.16
LPL Financial LLC 6,755,096 47.16
Valmark Advisers, Inc. 6,752,720 47.16
Tiedemann Advisors, Llc 6,502,735 47.16
Advisor Group Holdings, Inc. 1,709,231 45.26
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 1,515,516 47.16
Wells Fargo & Company/mn 1,340,182 47.16
ARAAX - Horizon Active Risk Assist Fund Advisor Class 1,226,825 47.43
UBS Group AG 1,113,231 47.16
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 1,095,287 47.16
CFS Investment Advisory Services, LLC 1,047,559 0.04
RFG Advisory, LLC 968,417 47.16
Morgan Stanley 942,689 47.16
Envestnet Asset Management Inc 882,518 47.16
Waller Financial Planning Group, Inc 807,870 47.16
Private Advisor Group, LLC 730,926 47.16
Frontier Wealth Management LLC 698,326 45.56
Cornerstone Wealth Management, LLC 692,576 47.16
Assetmark, Inc 650,899 47.16
AlphaStar Capital Management, LLC 569,683 47.16

 

Recent Quarter Analysis

Name Shares PPS
Larson Financial Group LLC 56,082 47.16
Butensky & Cohen Financial Security, Inc 14,972 39.67
Brio Consultants, LLC 5,618 40.05
Name Shares PPS
Alexandria Capital, LLC 180,439 46.16
Carroll Financial Associates, Inc. 148,809 49.55
Richard P Slaughter Associates Inc 125,425 47.16
Centennial Wealth Advisory LLC 87,223 47.15
IFP Advisors, Inc 65,361 49.89
Larson Financial Group LLC 56,082 47.16
Old Dominion Capital Management Inc 10,324 46.20
Cedar Capital, Llc 6,050 46.12
Spotlight Asset Group, Inc. 5,483 46.14
Paladin Advisory Group, LLC 5,365 47.34
SageGuard Financial Group, LLC 4,364 46.06
Koshinski Asset Management, Inc. 2,504 47.12
Heritage Wealth Management, Llc 607 46.13
Prentice Wealth Management LLC 131 45.80
Future Financial Wealth Managment LLC 100 50.00
Parallel Advisors, LLC 15 66.67
J Arnold Wealth Management Co
Tectonic Advisors Llc
Naples Global Advisors, Llc
First National Bank Of Omaha
WealthTrust Asset Management, LLC
Tradewinds Capital Management, LLC
Savior LLC
One Capital Management, LLC
Emerald Investment Partners, Llc
Strategic Blueprint, LLC
Sowell Financial Services LLC
Mercer Global Advisors Inc /adv
Lvm Capital Management Ltd/mi
Holloway Wealth Management, LLC
Jane Street Group, Llc
Accel Wealth Management
Horizon Investments, LLC
Brown Advisory Inc
Bank Of Montreal /can/
Bnp Paribas Arbitrage, Sa
Huntington National Bank
Wealthspire Advisors, LLC
Econ Financial Services Corp
Colton Groome Financial Advisors, Llc
Founders Financial Securities Llc
Latitude Advisors, LLC
First Horizon Advisors, Inc.
Wolverine Trading, Llc
My Personal CFO, LLC
Eubel Brady & Suttman Asset Management Inc
Tranquilli Financial Advisor LLC
Ambassador Advisors, LLC
Janney Montgomery Scott LLC
Mystic Asset Management, Inc.
Bank Hapoalim Bm
Newbridge Financial Services Group, Inc.
Total Clarity Wealth Management, Inc.
Absolute Capital Management, LLC
First Heartland Consultants, Inc.
Paradigm Financial Partners, Llc
Strategic Financial Planning, Inc.
Legacy Financial Group LLC
MONECO Advisors, LLC
Horizon Financial Services, Llc
Pacitti Group Inc.
Citadel Advisors Llc
CENTRAL TRUST Co
Millennium Management Llc
Ballast, Inc.
Glovista Investments LLC
Better Money Decisions, LLC
HASAX - Horizon Active Asset Allocation Fund Advisor Class
SG Americas Securities, LLC
Merriman Wealth Management, LLC
Citadel Advisors Llc
Barnett & Company, Inc.
Cornerstone Advisory, LLC
Hanlon Investment Management, Inc.
Whitener Capital Management, Inc.
J.w. Cole Advisors, Inc.
Gleason Group, Inc.
Flow Traders U.s. Llc
Cetera Advisors LLC
Running Point Capital Advisors, LLC
Pfs Investments Inc.
Bartlett & Co. LLC
Advisors Capital Management, LLC
Signet Financial Management, Llc
Sterling Financial Planning, Inc.
Firestone Capital Management
Mcdonald Partners Llc
Johnson Bixby & Associates, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 890,275 39.69 730,926 47.16
Koss-Olinger Consulting, LLC 525,730 39.69 507,009 47.16
Windsor Capital Management, LLC 237,458 39.69 245,490 47.16
Retirement Planning Group 227,540 39.69 295,173 47.16
Advisory Alpha, LLC 197,709 39.69 175,929 47.16
TPG Financial Advisors, LLC 171,403 39.69 168,226 47.16
Allworth Financial LP 159,390 39.69 155,618 47.16
ASTIX - Astor Dynamic Allocation Fund Class I shares 150,990 43.79 150,990 46.15
Wbh Advisory Inc 136,692 40.16 152,926 45.01
Resonant Capital Advisors, LLC 100,284 39.69 44,824 47.45
Private Wealth Group, LLC 98,404 39.69 147,296 47.16
Global Retirement Partners, LLC 94,970 39.69 98,268 41.78
Cambridge Investment Research Advisors, Inc. 91,452 39.69 87,282 47.16
Pure Financial Advisors, Inc. 86,603 39.69 91,869 47.16
Parsec Financial Management, Inc. 85,287 39.69 90,822 47.16
Chemung Canal Trust Co 74,741 39.70 120,241 47.16
Kohmann Bosshard Financial Services, LLC 70,395 39.69 73,606 47.16
Mjp Associates Inc /adv 51,211 39.70 52,868 47.21
Astoria Portfolio Advisors LLC. 40,348 39.68 34,498 47.16
Range Financial Group LLC 34,532 39.70 34,515 47.17
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 159,349 890,275 39.69 730,926 47.16 21.80
Resonant Capital Advisors, LLC 55,460 100,284 39.69 44,824 47.45 123.73
Advisory Alpha, LLC 21,780 197,709 39.69 175,929 47.16 12.38
Koss-Olinger Consulting, LLC 18,721 525,730 39.69 507,009 47.16 3.69
Astoria Portfolio Advisors LLC. 5,850 40,348 39.68 34,498 47.16 16.96
Cambridge Investment Research Advisors, Inc. 4,170 91,452 39.69 87,282 47.16 4.78
Allworth Financial LP 3,772 159,390 39.69 155,618 47.16 2.42
TPG Financial Advisors, LLC 3,177 171,403 39.69 168,226 47.16 1.89
Wipfli Financial Advisors Llc, 1,978 17,664 39.69 15,686 47.18 12.61
Orion Portfolio Solutions, LLC 1,220 14,574 39.66 13,354 47.18 9.14
Flower City Capital 231 5,265 39.70 5,034 47.08 4.59
Rosenberg Matthew Hamilton 150 515 40.78 365 46.58 41.10
Financial Management Network Inc 145 23,460 40.15 23,315 47.35 0.62
S.A. Mason LLC 61 24,201 39.71 24,140 47.14 0.25
TKG Advisors, LLC 20 8,521 39.67 8,501 47.17 0.24
Range Financial Group LLC 17 34,532 39.70 34,515 47.17 0.05
Strategic Asset Management, LLC 7 6,636 39.63 6,629 47.22 0.11
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Retirement Planning Group 67,633 227,540 39.69 295,173 47.16 -22.91
Private Wealth Group, LLC 48,892 98,404 39.69 147,296 47.16 -33.19
Chemung Canal Trust Co 45,500 74,741 39.70 120,241 47.16 -37.84
Flagship Harbor Advisors, Llc 18,851 10,991 39.67 29,842 47.15 -63.17
Wbh Advisory Inc 16,234 136,692 40.16 152,926 45.01 -10.62
Windsor Capital Management, LLC 8,032 237,458 39.69 245,490 47.16 -3.27
Parsec Financial Management, Inc. 5,535 85,287 39.69 90,822 47.16 -6.09
Pure Financial Advisors, Inc. 5,266 86,603 39.69 91,869 47.16 -5.73
Global Retirement Partners, LLC 3,298 94,970 39.69 98,268 41.78 -3.36
Kohmann Bosshard Financial Services, LLC 3,211 70,395 39.69 73,606 47.16 -4.36
Brookstone Capital Management 2,264 20,201 40.64 22,465 45.63 -10.08
Revolve Wealth Partners, LLC 1,989 26,215 39.67 28,204 47.16 -7.05
Arkadios Wealth Advisors 1,728 9,467 11,195 0.09 -15.44
Mjp Associates Inc /adv 1,657 51,211 39.70 52,868 47.21 -3.13
Qp Wealth Management, Llc 1,541 23,230 39.69 24,771 47.15 -6.22
Old Port Advisors 1,185 6,812 40.08 7,997 47.39 -14.82
Apella Capital, LLC 1,136 7,913 39.68 9,049 47.19 -12.55
AdvisorNet Financial, Inc 572 486 39.09 1,058 47.26 -54.06
PFG Advisors 241 6,217 39.73 6,458 47.23 -3.73
Jordan Park Group LLC 142 19,515 39.71 19,657 47.16 -0.72
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
Paladin Advisory Group, LLC 1,335 4,030 5,365 -24.88
Name

Past Week Analysis

Name Shares PPS
Butensky & Cohen Financial Security, Inc 14,972 39.67
Brio Consultants, LLC 5,618 40.05
Name Shares PPS
Koshinski Asset Management, Inc. 2,504 47.12
Centennial Wealth Advisory LLC 87,223 47.15
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 890,275 39.69 730,926 47.16
Windsor Capital Management, LLC 237,458 39.69 245,490 47.16
Retirement Planning Group 227,540 39.69 295,173 47.16
Advisory Alpha, LLC 197,709 39.69 175,929 47.16
TPG Financial Advisors, LLC 171,403 39.69 168,226 47.16
Allworth Financial LP 159,390 39.69 155,618 47.16
Wbh Advisory Inc 136,692 40.16 152,926 45.01
Resonant Capital Advisors, LLC 100,284 39.69 44,824 47.45
Private Wealth Group, LLC 98,404 39.69 147,296 47.16
Global Retirement Partners, LLC 94,970 39.69 98,268 41.78
Cambridge Investment Research Advisors, Inc. 91,452 39.69 87,282 47.16
Mjp Associates Inc /adv 51,211 39.70 52,868 47.21
Range Financial Group LLC 34,532 39.70 34,515 47.17
McKinley Carter Wealth Services, Inc. 28,650 39.69 28,712 47.16
Revolve Wealth Partners, LLC 26,215 39.67 28,204 47.16
Financial Management Network Inc 23,460 40.15 23,315 47.35
Wedmont Private Capital 22,279 39.68 22,279 47.35
Brookstone Capital Management 20,201 40.64 22,465 45.63
Jordan Park Group LLC 19,515 39.71 19,657 47.16
PCG Wealth Advisors, LLC 19,002 39.68 19,080 47.17
Fusion Family Wealth LLC 14,891 39.69 14,891 47.14
Orion Portfolio Solutions, LLC 14,574 39.66 13,354 47.18
Flagship Harbor Advisors, Llc 10,991 39.67 29,842 47.15
Arkadios Wealth Advisors 9,467 11,195 0.09
Diligent Investors, LLC 9,000 39.67 9,101 47.14
TKG Advisors, LLC 8,521 39.67 8,501 47.17
Strategic Asset Management, LLC 6,636 39.63 6,629 47.22
Eclectic Associates Inc /adv 6,508 39.64 6,516 47.11
PFG Advisors 6,217 39.73 6,458 47.23
Omega Financial Group, LLC 5,647 39.67 5,756 47.08
Flower City Capital 5,265 39.70 5,034 47.08
Rosenberg Matthew Hamilton 515 40.78 365 46.58
BerganKDV Wealth Management, LLC 482 39.42 482 47.72
Global Trust Asset Management, LLC 189 42.33 189 47.62
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 159,349 890,275 39.69 730,926 47.16 21.80
Resonant Capital Advisors, LLC 55,460 100,284 39.69 44,824 47.45 123.73
Advisory Alpha, LLC 21,780 197,709 39.69 175,929 47.16 12.38
Cambridge Investment Research Advisors, Inc. 4,170 91,452 39.69 87,282 47.16 4.78
Allworth Financial LP 3,772 159,390 39.69 155,618 47.16 2.42
TPG Financial Advisors, LLC 3,177 171,403 39.69 168,226 47.16 1.89
Orion Portfolio Solutions, LLC 1,220 14,574 39.66 13,354 47.18 9.14
Flower City Capital 231 5,265 39.70 5,034 47.08 4.59
Rosenberg Matthew Hamilton 150 515 40.78 365 46.58 41.10
Financial Management Network Inc 145 23,460 40.15 23,315 47.35 0.62
TKG Advisors, LLC 20 8,521 39.67 8,501 47.17 0.24
Range Financial Group LLC 17 34,532 39.70 34,515 47.17 0.05
Strategic Asset Management, LLC 7 6,636 39.63 6,629 47.22 0.11
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Retirement Planning Group 67,633 227,540 39.69 295,173 47.16 -22.91
Private Wealth Group, LLC 48,892 98,404 39.69 147,296 47.16 -33.19
Flagship Harbor Advisors, Llc 18,851 10,991 39.67 29,842 47.15 -63.17
Wbh Advisory Inc 16,234 136,692 40.16 152,926 45.01 -10.62
Windsor Capital Management, LLC 8,032 237,458 39.69 245,490 47.16 -3.27
Global Retirement Partners, LLC 3,298 94,970 39.69 98,268 41.78 -3.36
Brookstone Capital Management 2,264 20,201 40.64 22,465 45.63 -10.08
Revolve Wealth Partners, LLC 1,989 26,215 39.67 28,204 47.16 -7.05
Arkadios Wealth Advisors 1,728 9,467 11,195 0.09 -15.44
Mjp Associates Inc /adv 1,657 51,211 39.70 52,868 47.21 -3.13
PFG Advisors 241 6,217 39.73 6,458 47.23 -3.73
Jordan Park Group LLC 142 19,515 39.71 19,657 47.16 -0.72
Omega Financial Group, LLC 109 5,647 39.67 5,756 47.08 -1.89
Diligent Investors, LLC 101 9,000 39.67 9,101 47.14 -1.11
PCG Wealth Advisors, LLC 78 19,002 39.68 19,080 47.17 -0.41
McKinley Carter Wealth Services, Inc. 62 28,650 39.69 28,712 47.16 -0.22
Eclectic Associates Inc /adv 8 6,508 39.64 6,516 47.11 -0.12
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