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 199 110.00 111.00 107.22
Previous Quarter 208 112.00 111.02 107.61

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 0 32 23 0 9 6
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 0 0 19 0 8 5
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 6 0.00 0.00 0 0.00 0.00
Previous Quarter 6 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
Franklin Resources Inc 2,044,425 111.02
Choate Investment Advisors 947,211 111.02
Betterment LLC 678,446 111.02
Windmill Hill Asset Management Ltd 586,612 111.02
LPL Financial LLC 322,552 111.02
Angeles Investment Advisors, LLC 282,750 111.02
Bank of New York Mellon Corp 204,166 111.02
Pnc Financial Services Group, Inc. 167,777 111.02
Veritable, L.P. 125,748 111.02
Strategic Wealth Advisors Group, LLC 119,764 0.11
Lake Street Advisors Group, Llc 118,442 111.02
Sensible Financial Planning & Management, LLC. 113,217 111.02
Retirement Income Solutions, Inc 112,460 0.11
Spinnaker Trust 97,727 111.02
Envestnet Asset Management Inc 81,699 111.02
Truist Financial Corp 75,109 111.03
Sei Investments Co 73,888 111.02
Rathbone Brothers plc 73,157 111.02
Portfolio Strategies, Inc. 60,464 110.94
UBS Group AG 52,114 111.01

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
Franklin Resources Inc 2,044,425 111.02
Choate Investment Advisors 947,211 111.02
Betterment LLC 678,446 111.02
Windmill Hill Asset Management Ltd 586,612 111.02
LPL Financial LLC 322,552 111.02
Angeles Investment Advisors, LLC 282,750 111.02
Bank of New York Mellon Corp 204,166 111.02
Pnc Financial Services Group, Inc. 167,777 111.02
Veritable, L.P. 125,748 111.02
Strategic Wealth Advisors Group, LLC 119,764 0.11
Lake Street Advisors Group, Llc 118,442 111.02
Sensible Financial Planning & Management, LLC. 113,217 111.02
Retirement Income Solutions, Inc 112,460 0.11
Spinnaker Trust 97,727 111.02
Envestnet Asset Management Inc 81,699 111.02
Truist Financial Corp 75,109 111.03
Sei Investments Co 73,888 111.02
Rathbone Brothers plc 73,157 111.02
Portfolio Strategies, Inc. 60,464 110.94
UBS Group AG 52,114 111.01

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Parallel Advisors, LLC 557 113.11
IFP Advisors, Inc 317 116.72
Susquehanna International Group, Llp
Wrapmanager Inc
Barclays Plc
Advisory Services Network, LLC
Appleton Partners Inc/ma
Bristlecone Advisors, LLC
Capital Analysts, Inc.
Bingham Osborn & Scarborough Llc
Proequities, Inc.
Monterey Private Wealth, Inc.
Appleton Group, Llc
Jacobi Capital Management LLC
Sand Hill Global Advisors, LLC
Liberty Wealth Management Llc
Walled Lake Planning & Wealth Management, Llc
Steward Partners Investment Advisory, Llc
Wolf Group Capital Advisors
Confluence Wealth Services, Inc.
Golden State Equity Partners
Harel Insurance Investments & Financial Services Ltd.
Snowden Capital Advisors LLC
Fiduciary Planning LLC
Citadel Advisors Llc
TCI Wealth Advisors, Inc.
WASHINGTON TRUST Co
Claudia M.p. Batlle, Crp (r) Llc
Qube Research & Technologies Ltd
Flow Traders U.s. Llc
Wagner Wealth Management, Llc
Arkadios Wealth Advisors
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 37,109 92.24 21,210 111.03
Foster Dykema Cabot & Co Inc/ma 31,471 92.24 31,471 111.02
Stonehearth Capital Management, LLC 25,349 0.08 26,401 0.11
PFG Advisors 17,942 92.24 18,523 111.00
Affinity Capital Advisors, LLC 15,637 92.22 20,638 111.01
Marino, Stram & Associates Llc 10,892 92.27 8,991 111.00
Capital City Trust Co/fl 7,372 92.24 7,372 110.96
West Coast Financial LLC 5,824 92.20 5,801 111.02
Parsec Financial Management, Inc. 5,404 92.15 5,404 111.03
BerganKDV Wealth Management, LLC 5,213 92.27 5,157 111.11
ETF Portfolio Partners, Inc. 4,169 92.35 4,160 111.06
Astoria Portfolio Advisors LLC. 4,141 92.25 11,621 111.01
Matrix Asset Advisors Inc/ny 3,656 92.18 3,171 111.01
Highland Private Wealth Management 2,714 92.11 2,714 110.91
Diversified Trust Co 2,644 92.28 2,644 111.20
Private Advisor Group, LLC 2,615 92.16 6,126 111.00
Mascoma Wealth Management LLC 1,280 92.19 1,280 110.94
Allworth Financial LP 923 92.09 3,023 111.15
Sargent Bickham Lagudis LLC 483 93.17 463 110.15
AdvisorNet Financial, Inc 474 92.83 473 112.05
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 15,899 37,109 92.24 21,210 111.03 74.96
Marino, Stram & Associates Llc 1,901 10,892 92.27 8,991 111.00 21.14
Matrix Asset Advisors Inc/ny 485 3,656 92.18 3,171 111.01 15.29
BerganKDV Wealth Management, LLC 56 5,213 92.27 5,157 111.11 1.09
Westside Investment Management, Inc. 40 80 40 100.00
West Coast Financial LLC 23 5,824 92.20 5,801 111.02 0.40
Sargent Bickham Lagudis LLC 20 483 93.17 463 110.15 4.32
ETF Portfolio Partners, Inc. 9 4,169 92.35 4,160 111.06 0.22
AdvisorNet Financial, Inc 1 474 92.83 473 112.05 0.21
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Astoria Portfolio Advisors LLC. 7,480 4,141 92.25 11,621 111.01 -64.37
Affinity Capital Advisors, LLC 5,001 15,637 92.22 20,638 111.01 -24.23
Private Advisor Group, LLC 3,511 2,615 92.16 6,126 111.00 -57.31
Allworth Financial LP 2,100 923 92.09 3,023 111.15 -69.47
Stonehearth Capital Management, LLC 1,052 25,349 0.08 26,401 0.11 -3.98
PFG Advisors 581 17,942 92.24 18,523 111.00 -3.14
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 37,109 92.24 21,210 111.03
Foster Dykema Cabot & Co Inc/ma 31,471 92.24 31,471 111.02
Stonehearth Capital Management, LLC 25,349 0.08 26,401 0.11
PFG Advisors 17,942 92.24 18,523 111.00
Affinity Capital Advisors, LLC 15,637 92.22 20,638 111.01
Marino, Stram & Associates Llc 10,892 92.27 8,991 111.00
Capital City Trust Co/fl 7,372 92.24 7,372 110.96
West Coast Financial LLC 5,824 92.20 5,801 111.02
BerganKDV Wealth Management, LLC 5,213 92.27 5,157 111.11
ETF Portfolio Partners, Inc. 4,169 92.35 4,160 111.06
Matrix Asset Advisors Inc/ny 3,656 92.18 3,171 111.01
Highland Private Wealth Management 2,714 92.11 2,714 110.91
Diversified Trust Co 2,644 92.28 2,644 111.20
Private Advisor Group, LLC 2,615 92.16 6,126 111.00
Mascoma Wealth Management LLC 1,280 92.19 1,280 110.94
Allworth Financial LP 923 92.09 3,023 111.15
Sargent Bickham Lagudis LLC 483 93.17 463 110.15
RWM Asset Management, LLC 132 90.91 132 113.64
Baldrige Asset Management LLC 61 98.36 61 114.75
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 15,899 37,109 92.24 21,210 111.03 74.96
Marino, Stram & Associates Llc 1,901 10,892 92.27 8,991 111.00 21.14
Matrix Asset Advisors Inc/ny 485 3,656 92.18 3,171 111.01 15.29
BerganKDV Wealth Management, LLC 56 5,213 92.27 5,157 111.11 1.09
Westside Investment Management, Inc. 40 80 40 100.00
West Coast Financial LLC 23 5,824 92.20 5,801 111.02 0.40
Sargent Bickham Lagudis LLC 20 483 93.17 463 110.15 4.32
ETF Portfolio Partners, Inc. 9 4,169 92.35 4,160 111.06 0.22
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Affinity Capital Advisors, LLC 5,001 15,637 92.22 20,638 111.01 -24.23
Private Advisor Group, LLC 3,511 2,615 92.16 6,126 111.00 -57.31
Allworth Financial LP 2,100 923 92.09 3,023 111.15 -69.47
Stonehearth Capital Management, LLC 1,052 25,349 0.08 26,401 0.11 -3.98
PFG Advisors 581 17,942 92.24 18,523 111.00 -3.14
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