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 208 38.00 39.04 38.87
Previous Quarter 224 278.00 39.04 43.38

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 65 13 0 3 5
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 6 12 0 2 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 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/ 13,599,418 39.04
Morgan Stanley 2,164,563 39.04
Northwestern Mutual Wealth Management Co 2,035,025 39.04
Raymond James Financial Services Advisors, Inc. 803,860 39.04
LPL Financial LLC 780,608 39.04
Franklin Resources Inc 600,631 39.04
Advisor Group Holdings, Inc. 335,537 39.01
Foster & Motley Inc 314,163 39.04
UBS Group AG 294,863 39.04
Raymond James & Associates 254,331 39.04
Royal Bank Of Canada 246,080 39.04
New England Private Wealth Advisors LLC 240,689 39.04
Commonwealth Equity Services, Llc 233,406 39.04
Green Square Capital Advisors Llc 223,038 39.04
Nottingham Advisors, Inc. 193,610 39.07
Stratos Wealth Advisors, LLC 170,539 39.04
TAP Consulting, LLC 141,685 39.04
First Republic Investment Management, Inc. 132,799 39.04
Cambridge Investment Research Advisors, Inc. 127,738 34.44
Envestnet Asset Management Inc 113,874 39.04

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/ 13,599,418 39.04
Morgan Stanley 2,164,563 39.04
Northwestern Mutual Wealth Management Co 2,035,025 39.04
Raymond James Financial Services Advisors, Inc. 803,860 39.04
LPL Financial LLC 780,608 39.04
Franklin Resources Inc 600,631 39.04
Advisor Group Holdings, Inc. 335,537 39.01
Foster & Motley Inc 314,163 39.04
UBS Group AG 294,863 39.04
Raymond James & Associates 254,331 39.04
Royal Bank Of Canada 246,080 39.04
New England Private Wealth Advisors LLC 240,689 39.04
Commonwealth Equity Services, Llc 233,406 39.04
Green Square Capital Advisors Llc 223,038 39.04
Nottingham Advisors, Inc. 193,610 39.07
Stratos Wealth Advisors, LLC 170,539 39.04
Cambridge Investment Research Advisors, Inc. 151,455 39.04
TAP Consulting, LLC 141,685 39.04
First Republic Investment Management, Inc. 132,799 39.04
Envestnet Asset Management Inc 113,874 39.04

 

Recent Quarter Analysis

Name Shares PPS
Sargent Bickham Lagudis LLC 60 33.33
AdvisorNet Financial, Inc 53 37.74
Mascoma Wealth Management LLC 11
Name Shares PPS
Arkadios Wealth Advisors 50,237 0.04
Alaska Permanent Capital Management 15,757 39.03
Mid Atlantic Financial Management Inc/adv 14,502 38.89
Castle Rock Wealth Management, LLC 5,105 39.76
Herold Advisors, Inc. 3,000 39040.00
Sonora Investment Management, LLC 1,000 39.00
Carroll Financial Associates, Inc. 500 42.00
IFP Advisors, Inc 454 44.05
Rosenberg Matthew Hamilton 87 34.48
Koshinski Asset Management, Inc. 36 27.78
Founders Financial Securities Llc
Portfolio Strategies, Inc.
Advisor Resource Council
Wunderlich Securities, Inc.
Livingston Group Asset Management CO (operating as Southport Capital Management)
RiverTree Advisors, LLC
Meitav Dash Investments Ltd
Bbva Usa
AE Wealth Management LLC
Strategic Blueprint, LLC
Secure Asset Management, LLC
Confluence Wealth Services, Inc.
Stelac Advisory Services LLC
Amplius Wealth Advisors, LLC
Stegent Equity Advisors, Inc.
Signaturefd, Llc
Financial Planners of Cleveland, Inc.
Investors Financial Group, LLC
Massmutual Trust Co Fsb/adv
Sheets Smith Wealth Management
Covestor Ltd
Baird Financial Group, Inc.
Beaumont Financial Partners, LLC
Tsfg, Llc
Atlas Private Wealth Advisors
Strategic Wealth Partners, Ltd.
Total Clarity Wealth Management, Inc.
Huntington National Bank
Ritholtz Wealth Management
Deutsche Bank Ag\
Sigma Planning Corp
Covington Capital Management
Truadvice, LLC
Sowell Financial Services LLC
Moors & Cabot, Inc.
Colonial River Wealth Management, LLC
Barclays Plc
Bessemer Group Inc
Sandy Cove Advisors, LLC
O'shaughnessy Asset Management, Llc
Allegheny Financial Group LTD
Delos Wealth Advisors, LLC
Eudaimonia Partners, LLC
Raymond James Trust N.a.
Lindbrook Capital, Llc
Eagle Strategies LLC
Snowden Capital Advisors LLC
Hilltop Holdings Inc.
Versant Capital Management, Inc
International Assets Investment Management, Llc
Ameriprise Financial Inc
Flaharty Asset Management, LLC
Citigroup Inc
Andesa Financial Management Inc.
Flow Traders U.s. Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 127,738 34.44 151,455 39.04
Private Advisor Group, LLC 102,975 34.44 113,618 39.04
Caliber Wealth Management, Llc 26,142 34.43 25,587 39.04
Acorn Financial Advisory Services Inc /adv 25,462 34.48 24,537 38.92
Koss-Olinger Consulting, LLC 12,981 34.43 12,955 39.06
Wealth Management Partners, LLC 9,000 34.67 10,000 39.30
Global Retirement Partners, LLC 2,090 34.45 2,090 36.36
RWM Asset Management, LLC 1,137 34.30 9,434 39.01
Optimum Investment Advisors 900 34.44 900 38.89
West Bancorporation Inc 702 34.19 702 38.46
Strategic Asset Management, LLC 300 33.33 300 40.00
Allworth Financial LP 218 36.70 399 40.10
Newbridge Financial Services Group, Inc. 152 32.89 152 39.47
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Acorn Financial Advisory Services Inc /adv 925 25,462 34.48 24,537 38.92 3.77
Caliber Wealth Management, Llc 555 26,142 34.43 25,587 39.04 2.17
Koss-Olinger Consulting, LLC 26 12,981 34.43 12,955 39.06 0.20
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 23,717 127,738 34.44 151,455 39.04 -15.66
Private Advisor Group, LLC 10,643 102,975 34.44 113,618 39.04 -9.37
RWM Asset Management, LLC 8,297 1,137 34.30 9,434 39.01 -87.95
Wealth Management Partners, LLC 1,000 9,000 34.67 10,000 39.30 -10.00
Allworth Financial LP 181 218 36.70 399 40.10 -45.36
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
Sargent Bickham Lagudis LLC 60 33.33
Mascoma Wealth Management LLC 11
Name Shares PPS
Rosenberg Matthew Hamilton 87 34.48
Alaska Permanent Capital Management 15,757 39.03
Arkadios Wealth Advisors 50,237 0.04
Castle Rock Wealth Management, LLC 5,105 39.76
Koshinski Asset Management, Inc. 36 27.78
Herold Advisors, Inc. 3,000 39040.00
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 127,738 34.44 151,455 39.04
Private Advisor Group, LLC 102,975 34.44 113,618 39.04
Caliber Wealth Management, Llc 26,142 34.43 25,587 39.04
Acorn Financial Advisory Services Inc /adv 25,462 34.48 24,537 38.92
Wealth Management Partners, LLC 9,000 34.67 10,000 39.30
Global Retirement Partners, LLC 2,090 34.45 2,090 36.36
RWM Asset Management, LLC 1,137 34.30 9,434 39.01
Optimum Investment Advisors 900 34.44 900 38.89
West Bancorporation Inc 702 34.19 702 38.46
Strategic Asset Management, LLC 300 33.33 300 40.00
Allworth Financial LP 218 36.70 399 40.10
Newbridge Financial Services Group, Inc. 152 32.89 152 39.47
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Acorn Financial Advisory Services Inc /adv 925 25,462 34.48 24,537 38.92 3.77
Caliber Wealth Management, Llc 555 26,142 34.43 25,587 39.04 2.17
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 23,717 127,738 34.44 151,455 39.04 -15.66
Private Advisor Group, LLC 10,643 102,975 34.44 113,618 39.04 -9.37
RWM Asset Management, LLC 8,297 1,137 34.30 9,434 39.01 -87.95
Wealth Management Partners, LLC 1,000 9,000 34.67 10,000 39.30 -10.00
Allworth Financial LP 181 218 36.70 399 40.10 -45.36
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