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 338 333.00 37.82 39.28
Previous Quarter 361 320.00 37.82 39.37

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 96 27 1 13 14
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 5 21 0 11 9
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 1,454 0.00 0.00 0 0.00 0.00
Previous Quarter 1,454 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
Fisher Asset Management, LLC 45,346,314 37.82
State Street Corp 25,749,359 37.82
Financial Engines Advisors L.L.C. 21,733,223 37.82
Nan Shan Life Insurance Co., Ltd. 10,956,900 37.82
Fmr Llc 7,670,402 37.82
CFS Investment Advisory Services, LLC 4,496,533 0.03
Envestnet Asset Management Inc 3,898,740 37.82
FPCIX - Strategic Advisers Core Income Fund 3,684,941 39.94
LPL Financial LLC 3,615,700 37.82
SSCJX - State Street Target Retirement 2035 Fund Class I 3,278,110 37.82
SSCNX - State Street Target Retirement 2040 Fund Class I 2,941,424 37.82
SSBWX - State Street Target Retirement 2030 Fund Class I 2,881,209 37.82
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 2,849,345 37.82
SSDDX - State Street Target Retirement 2045 Fund Class I 2,471,292 37.82
Advisor Group Holdings, Inc. 1,963,055 38.17
SSDJX - State Street Target Retirement 2050 Fund Class I 1,831,675 37.82
UBS Group AG 1,704,877 37.82
Strategic Wealth Designers 1,694,028 37.82
Stifel Financial Corp 1,485,087 37.82
Bank Of America Corp /de/ 1,402,449 37.82

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
Fisher Asset Management, LLC 45,346,314 37.82
State Street Corp 25,749,359 37.82
Financial Engines Advisors L.L.C. 21,733,223 37.82
Nan Shan Life Insurance Co., Ltd. 10,956,900 37.82
Fmr Llc 7,670,402 37.82
CFS Investment Advisory Services, LLC 4,496,533 0.03
Envestnet Asset Management Inc 3,898,740 37.82
FPCIX - Strategic Advisers Core Income Fund 3,684,941 39.94
LPL Financial LLC 3,615,700 37.82
SSCJX - State Street Target Retirement 2035 Fund Class I 3,278,110 37.82
SSCNX - State Street Target Retirement 2040 Fund Class I 2,941,424 37.82
SSBWX - State Street Target Retirement 2030 Fund Class I 2,881,209 37.82
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 2,849,345 37.82
SSDDX - State Street Target Retirement 2045 Fund Class I 2,471,292 37.82
Advisor Group Holdings, Inc. 1,963,055 38.17
SSDJX - State Street Target Retirement 2050 Fund Class I 1,831,675 37.82
UBS Group AG 1,704,877 37.82
Strategic Wealth Designers 1,694,028 37.82
Stifel Financial Corp 1,485,087 37.82
Bank Of America Corp /de/ 1,402,449 37.82

 

Recent Quarter Analysis

Name Shares PPS
TACK - Fairlead Tactical Sector ETF 160,543 34.33
Bridge Advisory, LLC 110,146 33.14
ACG Wealth 1,955 33.25
Name Shares PPS
IFP Advisors, Inc 207,669 42.18
SFG Wealth Management, LLC. 129,099 37.82
Alexandria Capital, LLC 95,642 41.29
Citadel Advisors Llc 87,772 37.83
Sage Capital Advisors,llc 21,510 35.80
Centennial Wealth Advisory LLC 14,196 37.83
Optimal Asset Management, Inc. 11,284 41.30
RHS Financial, LLC 9,528 37.78
SageGuard Financial Group, LLC 6,519 41.26
HB Wealth Management, LLC 5,554 37.81
Heritage Wealth Management, Llc 3,585 41.28
Allworth Financial LP 3,580 37.71
Parallel Advisors, LLC 1,690 37.87
Covington Capital Management 1,160 37.93
Carroll Financial Associates, Inc. 200 40.00
Pallas Capital Advisors LLC
Charles Schwab Investment Advisory, Inc.
Scotia Capital Inc.
Brown Brothers Harriman & Co
Country Trust Bank
Anfield Capital Management, LLC
Bessemer Group Inc
Savior LLC
Harbor Financial Services, Llc
Hayden Royal, Llc
Innealta Capital, Llc
Legacy Capital Partners, Inc.
Blair William & Co/il
Cahill Financial Advisors Inc
QCM Cayman, Ltd.
ATACX - ATAC Rotation Fund Investor Class Shares
Advisor Resource Council
Beacon Capital Management, Inc.
Visionary Wealth Advisors
Client 1st Advisory Group, Llc
Lenox Wealth Advisors, LLC
Fifth Third Securities, Inc.
Sowell Financial Services LLC
Level Four Advisory Services, Llc
Consolidated Planning Corp
Wintrust Investments Llc
Rinkey Investments
Eldridge Investment Advisors, Inc.
Arkadios Wealth Advisors
True North Advisors, LLC
Huntington National Bank
Tatro Capital, LLC
Smart Money Group LLC
Diligent Investors, LLC
Principal Financial Group Inc
Capital Planning LLC
Carmichael Hill & Associates, Inc.
Gradient Investments LLC
FinTrust Capital Advisors, LLC
Pacific Financial Group Inc
Fifth Third Bancorp
Jump Financial, LLC
IMC-Chicago, LLC
Qube Research & Technologies Ltd
Cordasco Financial Network
Wedbush Securities Inc
HYA Advisors, Inc
GWM Advisors LLC
Westside Investment Management, Inc.
Renaissance Technologies Llc
Blueprint Investment Partners LLC
Absolute Capital Management, LLC
Bedel Financial Consulting, Inc.
Mcdonald Partners Llc
Sofos Investments, Inc.
Peak Financial Advisors Llc
Wilbanks Smith & Thomas Asset Management Llc
Resources Investment Advisors, LLC.
Lehman & Derafelo Financial Resources LLC
Comprehensive Financial Consultants Institutional, Inc.
Ironwood Financial, llc
Jfs Wealth Advisors, Llc
Flow Traders U.s. Llc
Contravisory Investment Management, Inc.
Raymond James & Associates
Red Door Wealth Management, LLC
Friedenthal Financial
Garrett Investment Advisors LLC
AllSquare Wealth Management LLC
Snowden Capital Advisors LLC
DMG Group, LLC
Hrt Financial Lp
Total Clarity Wealth Management, Inc.
Kessler Investment Group, LLC
Advanced Research Investment Solutions, Llc
Parametric Portfolio Associates Llc
Wolff Wiese Magana Llc
Strategic Blueprint, LLC
Two Sigma Securities, Llc
Level Financial Advisors, Inc.
Larson Financial Group LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Advisory Alpha, LLC 676,946 33.07 657,993 37.82
Krilogy Financial LLC 359,180 33.07 372,659 37.82
Money Design Co.,Ltd. 329,726 33.07 354,326 37.82
McAdam, LLC 311,381 33.07 360,545 37.82
Private Advisor Group, LLC 301,597 33.07 71,391 37.82
Flagship Harbor Advisors, Llc 138,581 33.07 168,565 37.82
Cambridge Investment Research Advisors, Inc. 114,342 33.07 116,133 37.82
Brookstone Capital Management 107,720 32.45 149,938 35.30
First Heartland Consultants, Inc. 96,801 33.07 96,056 37.81
SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 68,785 34.32 68,601 40.60
Ford Financial Group, LLC 64,462 33.06 54,213 37.81
Koshinski Asset Management, Inc. 45,308 0.02 44,711 37.82
PFG Advisors 37,289 33.07 35,855 37.82
Global Retirement Partners, LLC 27,701 33.07 27,936 34.22
Boltwood Capital Management 24,325 33.05 24,375 37.83
Orion Portfolio Solutions, LLC 21,570 33.06 19,102 37.80
QAI - IQ Hedge Multi-Strategy Tracker ETF 20,081 34.31 21,841 40.61
Calton & Associates, Inc. 13,316 33.04 12,051 37.76
HBW Advisory Services LLC 6,206 33.03 5,968 37.87
GEFAX - CMG Mauldin Core Fund Class A Shares 5,714 34.30 30,840 40.60
Name Current Shares Current PPS Previous Shares Previous PPS
Apella Capital, LLC 5,637 41.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 230,206 301,597 33.07 71,391 37.82 322.46
Advisory Alpha, LLC 18,953 676,946 33.07 657,993 37.82 2.88
Ford Financial Group, LLC 10,249 64,462 33.06 54,213 37.81 18.91
Apella Capital, LLC 5,637 5,637 41.33 0 0.00
Rosenberg Matthew Hamilton 2,890 3,248 33.25 358 39.11 807.26
Orion Portfolio Solutions, LLC 2,468 21,570 33.06 19,102 37.80 12.92
PFG Advisors 1,434 37,289 33.07 35,855 37.82 4.00
Calton & Associates, Inc. 1,265 13,316 33.04 12,051 37.76 10.50
First Heartland Consultants, Inc. 745 96,801 33.07 96,056 37.81 0.78
Koshinski Asset Management, Inc. 597 45,308 0.02 44,711 37.82 1.34
HBW Advisory Services LLC 238 6,206 33.03 5,968 37.87 3.99
SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 184 68,785 34.32 68,601 40.60 0.27
Parkside Financial Bank & Trust 51 2,403 32.88 2,352 37.84 2.17
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McAdam, LLC 49,164 311,381 33.07 360,545 37.82 -13.64
Brookstone Capital Management 42,218 107,720 32.45 149,938 35.30 -28.16
Flagship Harbor Advisors, Llc 29,984 138,581 33.07 168,565 37.82 -17.79
GEFAX - CMG Mauldin Core Fund Class A Shares 25,126 5,714 34.30 30,840 40.60 -81.47
Money Design Co.,Ltd. 24,600 329,726 33.07 354,326 37.82 -6.94
Krilogy Financial LLC 13,479 359,180 33.07 372,659 37.82 -3.62
Cambridge Investment Research Advisors, Inc. 1,791 114,342 33.07 116,133 37.82 -1.54
QAI - IQ Hedge Multi-Strategy Tracker ETF 1,760 20,081 34.31 21,841 40.61 -8.06
Strategic Asset Management, LLC 432 2,550 32.94 2,982 37.89 -14.49
AdvisorNet Financial, Inc 359 672 32.74 1,031 37.83 -34.82
Global Retirement Partners, LLC 235 27,701 33.07 27,936 34.22 -0.84
Sargent Bickham Lagudis LLC 81 635 33.07 716 37.71 -11.31
Boltwood Capital Management 50 24,325 33.05 24,375 37.83 -0.21
MCRO - IQ Hedge Macro Tracker ETF 11 199 35.18 210 42.86 -5.24
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
Bridge Advisory, LLC 110,146 33.14
ACG Wealth 1,955 33.25
Name Shares PPS
HB Wealth Management, LLC 5,554 37.81
SFG Wealth Management, LLC. 129,099 37.82
Allworth Financial LP 3,580 37.71
RHS Financial, LLC 9,528 37.78
Centennial Wealth Advisory LLC 14,196 37.83
Name Current Shares Current PPS Previous Shares Previous PPS
Advisory Alpha, LLC 676,946 33.07 657,993 37.82
Krilogy Financial LLC 359,180 33.07 372,659 37.82
Money Design Co.,Ltd. 329,726 33.07 354,326 37.82
McAdam, LLC 311,381 33.07 360,545 37.82
Private Advisor Group, LLC 301,597 33.07 71,391 37.82
Flagship Harbor Advisors, Llc 138,581 33.07 168,565 37.82
Cambridge Investment Research Advisors, Inc. 114,342 33.07 116,133 37.82
Brookstone Capital Management 107,720 32.45 149,938 35.30
First Heartland Consultants, Inc. 96,801 33.07 96,056 37.81
Ford Financial Group, LLC 64,462 33.06 54,213 37.81
Koshinski Asset Management, Inc. 45,308 0.02 44,711 37.82
PFG Advisors 37,289 33.07 35,855 37.82
Global Retirement Partners, LLC 27,701 33.07 27,936 34.22
Orion Portfolio Solutions, LLC 21,570 33.06 19,102 37.80
Calton & Associates, Inc. 13,316 33.04 12,051 37.76
HBW Advisory Services LLC 6,206 33.03 5,968 37.87
Rosenberg Matthew Hamilton 3,248 33.25 358 39.11
Strategic Asset Management, LLC 2,550 32.94 2,982 37.89
Parkside Financial Bank & Trust 2,403 32.88 2,352 37.84
Sargent Bickham Lagudis LLC 635 33.07 716 37.71
Newbridge Financial Services Group, Inc. 272 33.09 272 36.76
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 230,206 301,597 33.07 71,391 37.82 322.46
Advisory Alpha, LLC 18,953 676,946 33.07 657,993 37.82 2.88
Ford Financial Group, LLC 10,249 64,462 33.06 54,213 37.81 18.91
Rosenberg Matthew Hamilton 2,890 3,248 33.25 358 39.11 807.26
Orion Portfolio Solutions, LLC 2,468 21,570 33.06 19,102 37.80 12.92
PFG Advisors 1,434 37,289 33.07 35,855 37.82 4.00
Calton & Associates, Inc. 1,265 13,316 33.04 12,051 37.76 10.50
First Heartland Consultants, Inc. 745 96,801 33.07 96,056 37.81 0.78
Koshinski Asset Management, Inc. 597 45,308 0.02 44,711 37.82 1.34
HBW Advisory Services LLC 238 6,206 33.03 5,968 37.87 3.99
Parkside Financial Bank & Trust 51 2,403 32.88 2,352 37.84 2.17
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McAdam, LLC 49,164 311,381 33.07 360,545 37.82 -13.64
Brookstone Capital Management 42,218 107,720 32.45 149,938 35.30 -28.16
Flagship Harbor Advisors, Llc 29,984 138,581 33.07 168,565 37.82 -17.79
Money Design Co.,Ltd. 24,600 329,726 33.07 354,326 37.82 -6.94
Krilogy Financial LLC 13,479 359,180 33.07 372,659 37.82 -3.62
Cambridge Investment Research Advisors, Inc. 1,791 114,342 33.07 116,133 37.82 -1.54
Strategic Asset Management, LLC 432 2,550 32.94 2,982 37.89 -14.49
Global Retirement Partners, LLC 235 27,701 33.07 27,936 34.22 -0.84
Sargent Bickham Lagudis LLC 81 635 33.07 716 37.71 -11.31
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