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 417 42.00 43.94 42.14
Previous Quarter 429 170.00 43.95 44.39

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 14 77 69 5 42 18
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 0 16 3 12 4
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 3,413 0.00 0.00 0 0.00 0.00
Previous Quarter 3,413 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
First Command Advisory Services, Inc. 28,219,320 39.94
Prudential Plc 21,211,834 43.95
Angeles Investment Advisors, LLC 5,852,340 43.95
First Command Bank 2,291,630 39.91
First Command Financial Services, Inc. 2,291,630 39.91
LPL Financial LLC 1,882,832 43.95
Morgan Stanley 1,687,283 43.95
Advisor Group Holdings, Inc. 1,566,352 43.58
Bank Of America Corp /de/ 1,440,938 43.95
Vestmark Advisory Solutions, Inc. 1,426,702 43.95
Royal Bank Of Canada 1,400,543 43.95
Meiji Yasuda Life Insurance Co 1,082,000 43.95
Wells Fargo & Company/mn 1,023,238 43.95
Western Wealth Management, LLC 910,027 39.92
Pfs Investments Inc. 780,068 43.95
UBS Group AG 771,059 43.95
Ameriprise Financial Inc 713,789 44.07
Envestnet Asset Management Inc 632,744 43.95
Heartwood Wealth Advisors LLC 599,167 39.91
Equitable Holdings, Inc. 541,086 43.95

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
Prudential Plc 21,211,834 43.95
Angeles Investment Advisors, LLC 5,852,340 43.95
LPL Financial LLC 1,882,832 43.95
Morgan Stanley 1,687,283 43.95
Advisor Group Holdings, Inc. 1,566,352 43.58
Bank Of America Corp /de/ 1,440,938 43.95
Vestmark Advisory Solutions, Inc. 1,426,702 43.95
Royal Bank Of Canada 1,400,543 43.95
Meiji Yasuda Life Insurance Co 1,082,000 43.95
Wells Fargo & Company/mn 1,023,238 43.95
Pfs Investments Inc. 780,068 43.95
UBS Group AG 771,059 43.95
Ameriprise Financial Inc 713,789 44.07
Western Wealth Management, LLC 653,027 43.95
Envestnet Asset Management Inc 632,744 43.95
Heartwood Wealth Advisors LLC 591,672 43.95
Equitable Holdings, Inc. 541,086 43.95
Stuart Chaussee & Associates, Inc. 480,904 43.95
Mml Investors Services, Llc 409,044 43.95
Mirae Asset Global Investments Co., Ltd. 403,740 43.95

 

Recent Quarter Analysis

Name Shares PPS
First Command Advisory Services, Inc. 28,219,320 39.94
First Command Bank 2,291,630 39.91
First Command Financial Services, Inc. 2,291,630 39.91
All Season Financial Advisors, Inc. 61,074 39.90
Capital Investment Advisors, LLC 11,532 39.89
Fusion Family Wealth LLC 10,825 39.91
Great Valley Advisor Group, Inc. 10,038 39.95
Willis Johnson & Associates, Inc. 9,412 39.95
Wolverine Trading, Llc 8,195 44.42
Rothschild Investment Corp /il 6,000 39.83
Qp Wealth Management, Llc 5,080 39.96
Harbor Investment Advisory, Llc 2,370 40.08
Covington Capital Management 2,343 40.12
CVA Family Office, LLC 463 38.88
Name Shares PPS
Stuart Chaussee & Associates, Inc. 480,904 43.95
EWG Elevate Inc. 183,749 43.95
Citadel Advisors Llc 143,300 43.95
Mid Atlantic Financial Management Inc/adv 117,892 39.12
New England Investment & Retirement Group, Inc. 37,456 39.11
Ameritas Investment Corp 12,811 0.08
IFP Advisors, Inc 4,406 41.99
Future Financial Wealth Managment LLC 3,480 43.97
Koshinski Asset Management, Inc. 3,382 44.06
Carroll Financial Associates, Inc. 1,506 41.17
Sonora Investment Management, LLC 1,000 39.00
Herold Advisors, Inc. 900 43950.00
Parkside Investments, LLC 400 42.50
Reilly Financial Advisors, Llc 339 41.30
Change Path, LLC
CWM Advisors, LLC
Paradigm, Strategies in Wealth Management, LLC
Beck Bode, LLC
Emerson Wealth Management, LLC
Sandy Spring Bank
Barclays Plc
JJJ Advisors Inc.
Mitsubishi UFJ Asset Management (UK) Ltd.
Delta Investment Management, LLC
Fulcrum Equity Management
Atria Investments Llc
Atlas Private Wealth Advisors
AlphaStar Capital Management, LLC
Private Wealth Advisors, LLC
Better Money Decisions, LLC
Coco Enterprises, LLC
M&t Bank Corp
Delta Asset Management Llc/tn
Glassman Wealth Services
Pinnacle Family Advisors, LLC
Teamwork Financial Advisors, LLC
Principal Financial Group Inc
Econ Financial Services Corp
Emerald Investment Partners, Llc
BancorpSouth Bank
RWM Asset Management, LLC
IHT Wealth Management, LLC
Crabel Capital Management, LLC
Wrapmanager Inc
Eaton Vance Management
CX Institutional
Tower Research Capital LLC (TRC)
Chicago Partners Investment Group LLC
Sowell Financial Services LLC
Pacitti Group Inc.
Huntington National Bank
Sterling Financial Planning, Inc.
Brinker Capital Investments, LLC
Two Sigma Securities, Llc
Bayesian Capital Management, LP
WASHINGTON TRUST Co
Fsb Premier Wealth Management, Inc.
Baker Tilly Financial, Llc
First Horizon Advisors, Inc.
Values First Advisors, Inc.
Hrt Financial Lp
Personal Capital Advisors Corp
QCM Cayman, Ltd.
Banque Cantonale Vaudoise
CoreCap Advisors, LLC
Proquility Private Wealth Partners, LLC
Seacrest Wealth Management, Llc
Townsquare Capital Llc
Snowden Capital Advisors LLC
Fifth Third Bancorp
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Retirement Planning Co of New England, Inc.
Advisor Resource Council
Barnett & Company, Inc.
Belvedere Trading LLC
Bnp Paribas Arbitrage, Sa
Betterment LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Western Wealth Management, LLC 910,027 39.92 653,027 43.95
Heartwood Wealth Advisors LLC 599,167 39.91 591,672 43.95
Gradient Investments LLC 232,276 39.91 237,539 43.95
First Hawaiian Bank 228,407 39.91 228,299 43.95
Cambridge Investment Research Advisors, Inc. 222,855 39.91 168,014 43.95
Commonwealth Equity Services, Llc 174,188 39.91 130,194 43.95
Private Advisor Group, LLC 171,137 39.91 105,559 43.95
Keystone Financial Planning, Inc. 160,198 39.91 158,499 43.95
Genesee Capital Advisors, LLC 129,612 39.91 134,835 43.95
RDA Financial Network 114,114 39.91 112,778 43.95
Flagship Harbor Advisors, Llc 83,257 39.91 13,729 43.92
Foresight Capital Management Advisors, Inc. 77,343 39.91 78,364 43.95
Global Strategic Investment Solutions, LLC 75,012 39.91 82,107 43.95
Cornerstone Wealth Group, LLC 65,246 39.91 70,671 43.95
Calton & Associates, Inc. 58,077 39.90 75,424 43.94
Lakeview Capital Partners, LLC 57,887 39.91 58,587 43.95
Truist Financial Corp 57,681 39.91 56,495 43.95
Youngs Advisory Group, Inc. 55,990 39.92 63,430 43.95
Stratos Wealth Partners, LTD. 53,040 39.91 50,914 43.96
Wealthfront Advisers Llc 50,429 39.92 40,010 43.96
Name Current Shares Current PPS Previous Shares Previous PPS
Gunma Bank,Ltd. 115,000 39.91 0
Congress Park Capital LLC 15,399 39.94 0
Summit Global Investments 5,770 40.03 0
Trust Co Of Vermont 1,160 39.66 0
Sound Income Strategies, LLC 314 41.40 30 33.33
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Western Wealth Management, LLC 257,000 910,027 39.92 653,027 43.95 39.36
Gunma Bank,Ltd. 115,000 115,000 39.91 0 0.00
Flagship Harbor Advisors, Llc 69,528 83,257 39.91 13,729 43.92 506.43
Private Advisor Group, LLC 65,578 171,137 39.91 105,559 43.95 62.12
Cambridge Investment Research Advisors, Inc. 54,841 222,855 39.91 168,014 43.95 32.64
Commonwealth Equity Services, Llc 43,994 174,188 39.91 130,194 43.95 33.79
Householder Group Estate & Retirement Specialist, LLC 16,770 21,342 39.92 4,572 43.96 366.80
Congress Park Capital LLC 15,399 15,399 39.94 0 0.00
Wealthfront Advisers Llc 10,419 50,429 39.92 40,010 43.96 26.04
Allworth Financial LP 10,054 50,247 39.90 40,193 43.94 25.01
Berkshire Bank 8,122 23,777 39.91 15,655 43.95 51.88
DAVENPORT & Co LLC 7,604 16,163 39.91 8,559 43.93 88.84
Heartwood Wealth Advisors LLC 7,495 599,167 39.91 591,672 43.95 1.27
Wedbush Securities Inc 6,513 46,478 39.91 39,965 43.94 16.30
McAdam, LLC 6,215 14,229 39.92 8,014 43.92 77.55
Summit Global Investments 5,770 5,770 40.03 0 0.00
Ayalon Holdings Ltd. 5,112 30,031 39.93 24,919 43.94 20.51
Brookstone Capital Management 4,501 21,967 39.88 17,466 44.14 25.77
Geneos Wealth Management Inc. 4,427 32,814 40.47 28,387 43.93 15.60
Astoria Portfolio Advisors LLC. 3,881 45,357 39.91 41,476 43.95 9.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bell Bank 27,302 20,772 39.91 48,074 43.95 -56.79
Money Concepts Capital Corp 17,799 543 40.52 18,342 43.94 -97.04
Calton & Associates, Inc. 17,347 58,077 39.90 75,424 43.94 -23.00
Youngs Advisory Group, Inc. 7,440 55,990 39.92 63,430 43.95 -11.73
Global Strategic Investment Solutions, LLC 7,095 75,012 39.91 82,107 43.95 -8.64
Cornerstone Wealth Group, LLC 5,425 65,246 39.91 70,671 43.95 -7.68
Gradient Investments LLC 5,263 232,276 39.91 237,539 43.95 -2.22
Genesee Capital Advisors, LLC 5,223 129,612 39.91 134,835 43.95 -3.87
BerganKDV Wealth Management, LLC 4,899 11,937 39.88 16,836 43.95 -29.10
S.C. Financial Services, Inc. 4,166 11,705 39.90 15,871 43.98 -26.25
Private Wealth Group, LLC 2,283 36,112 39.90 38,395 43.94 -5.95
Spire Wealth Management 1,938 2,911 39.85 4,849 43.93 -39.97
Foresight Capital Management Advisors, Inc. 1,021 77,343 39.91 78,364 43.95 -1.30
Aurora Private Wealth, Inc. 720 5,353 39.98 6,073 43.97 -11.86
Lakeview Capital Partners, LLC 700 57,887 39.91 58,587 43.95 -1.19
Newbridge Financial Services Group, Inc. 402 9,680 39.88 10,082 43.94 -3.99
Ignite Planners, LLC 330 6,250 40.00 6,580 44.07 -5.02
HBW Advisory Services LLC 204 18,821 39.90 19,025 43.94 -1.07
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Belvedere Trading LLC 0
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
First Command Advisory Services, Inc. 28,219,320 39.94
First Command Bank 2,291,630 39.91
First Command Financial Services, Inc. 2,291,630 39.91
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Heartwood Wealth Advisors LLC 599,167 39.91 591,672 43.95
First Hawaiian Bank 228,407 39.91 228,299 43.95
Cornerstone Wealth Group, LLC 65,246 39.91 70,671 43.95
Lakeview Capital Partners, LLC 57,887 39.91 58,587 43.95
Truist Financial Corp 57,681 39.91 56,495 43.95
Stratos Wealth Partners, LTD. 53,040 39.91 50,914 43.96
Wealthfront Advisers Llc 50,429 39.92 40,010 43.96
Wedbush Securities Inc 46,478 39.91 39,965 43.94
Geneos Wealth Management Inc. 32,814 40.47 28,387 43.93
Signature Securities Group Corporation 9,328 39.88 9,328 43.85
Walter & Keenan Financial Consulting Co /mi/ /adv 8,652 39.88 6,902 43.90
Bogart Wealth, LLC 8,115 39.93 8,115 43.99
Aurora Private Wealth, Inc. 5,353 39.98 6,073 43.97
Capital Investment Advisory Services, LLC 4,218 39.83 4,218 43.86
Spire Wealth Management 2,911 39.85 4,849 43.93
Hexagon Capital Partners LLC 26 38.46 25 40.00
Name Current Shares Current PPS Previous Shares Previous PPS
Gunma Bank,Ltd. 115,000 39.91 0
Congress Park Capital LLC 15,399 39.94 0
Trust Co Of Vermont 1,160 39.66 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Gunma Bank,Ltd. 115,000 115,000 39.91 0 0.00
Congress Park Capital LLC 15,399 15,399 39.94 0 0.00
Wealthfront Advisers Llc 10,419 50,429 39.92 40,010 43.96 26.04
Heartwood Wealth Advisors LLC 7,495 599,167 39.91 591,672 43.95 1.27
Wedbush Securities Inc 6,513 46,478 39.91 39,965 43.94 16.30
Geneos Wealth Management Inc. 4,427 32,814 40.47 28,387 43.93 15.60
Stratos Wealth Partners, LTD. 2,126 53,040 39.91 50,914 43.96 4.18
Walter & Keenan Financial Consulting Co /mi/ /adv 1,750 8,652 39.88 6,902 43.90 25.35
Truist Financial Corp 1,186 57,681 39.91 56,495 43.95 2.10
Trust Co Of Vermont 1,160 1,160 39.66 0 0.00
First Hawaiian Bank 108 228,407 39.91 228,299 43.95 0.05
Hexagon Capital Partners LLC 1 26 38.46 25 40.00 4.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cornerstone Wealth Group, LLC 5,425 65,246 39.91 70,671 43.95 -7.68
Spire Wealth Management 1,938 2,911 39.85 4,849 43.93 -39.97
Aurora Private Wealth, Inc. 720 5,353 39.98 6,073 43.97 -11.86
Lakeview Capital Partners, LLC 700 57,887 39.91 58,587 43.95 -1.19
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