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 647 104.00 104.94 103.41
Previous Quarter 665 104.00 104.94 103.68

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 13 107 76 2 33 36
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 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 10 7 47 1 25 19
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 2,293,877 0.00 0.00 0 0.00 0.00
Previous Quarter 2,293,877 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
Ameriprise Financial Inc 5,818,973 106.04
Bank Of America Corp /de/ 3,113,331 104.94
LPL Financial LLC 2,816,943 104.94
Morgan Stanley 2,772,892 104.94
Personal Capital Advisors Corp 2,560,551 104.94
BlackRock Inc. 2,293,877 104.94
UBS Group AG 1,831,228 104.94
Wells Fargo & Company/mn 1,618,675 104.94
Fmr Llc 1,402,833 104.94
3EDGE Asset Management, LP 1,355,405 104.94
Raymond James Financial Services Advisors, Inc. 1,047,097 104.94
Counterpoint Mutual Funds LLC 1,007,586 104.94
CPATX - Counterpoint Tactical Income Fund Class A Shares 1,007,586 104.94
Cetera Advisors LLC 974,194 104.94
First Command Bank 909,584 104.94
First Command Financial Services, Inc. 909,584 104.94
Destination Wealth Management 681,124 104.94
Truist Financial Corp 652,751 104.94
Envestnet Asset Management Inc 634,931 104.94
Altfest L J & Co Inc 618,385 104.94

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
Ameriprise Financial Inc 5,818,973 106.04
Bank Of America Corp /de/ 3,113,331 104.94
LPL Financial LLC 2,816,943 104.94
Morgan Stanley 2,772,892 104.94
Personal Capital Advisors Corp 2,560,551 104.94
BlackRock Inc. 2,293,877 104.94
UBS Group AG 1,831,228 104.94
Wells Fargo & Company/mn 1,618,675 104.94
Fmr Llc 1,402,833 104.94
3EDGE Asset Management, LP 1,355,405 104.94
Raymond James Financial Services Advisors, Inc. 1,047,097 104.94
CPATX - Counterpoint Tactical Income Fund Class A Shares 1,007,586 104.94
Counterpoint Mutual Funds LLC 1,007,586 104.94
Cetera Advisors LLC 974,194 104.94
First Command Financial Services, Inc. 909,584 104.94
First Command Bank 909,584 104.94
Destination Wealth Management 681,124 104.94
Truist Financial Corp 652,751 104.94
Envestnet Asset Management Inc 634,931 104.94
Altfest L J & Co Inc 618,385 104.94

 

Recent Quarter Analysis

Name Shares PPS
Ritholtz Wealth Management 605,389 101.43
Canandaigua National Corp 120,825 101.43
Smart Money Group LLC 42,236 101.43
FOCUS Wealth Advisors, LLC 17,264 101.42
Raub Brock Capital Management LP 9,700 101.44
McAdam, LLC 7,758 101.44
Gofen & Glossberg Llc /il/ 4,445 101.46
Arbor Trust Wealth Advisors, Llc 3,014 101.53
M&t Bank Corp 2,830 104.95
Pinnacle Bancorp, Inc. 2,738 101.53
Activest Wealth Management 346 101.16
ACG Wealth 217 101.38
Newbridge Financial Services Group, Inc. 25 120.00
Name Shares PPS
Carroll Financial Associates, Inc. 134,163 105.48
Mid Atlantic Financial Management Inc/adv 55,614 105.64
Professional Planning 25,067 105.60
Paladin Advisory Group, LLC 22,170 103.92
Managed Account Services Inc 21,205 105.64
MENV - AdvisorShares FolioBeyond Smart Core Bond ETF 14,932 105.61
Bbva Usa 7,864 105.54
Strategy Asset Managers Llc 5,973 104.97
Ameritas Investment Corp 3,342
M&t Bank Corp 2,830 104.95
Miracle Mile Advisors, LLC 2,793 104.91
Windsor Capital Management, LLC 2,647 104.65
Ignite Planners, LLC 2,295 104.58
Old Dominion Capital Management Inc 2,130 105.63
IFP Advisors, Inc 1,938 106.30
Hudson Capital Management LLC 1,920 104.69
Crestmont Private Wealth LLC 391 104.86
Sonora Investment Management, LLC 140 107.14
Tompkins Financial Corp 137 102.19
Future Financial Wealth Managment LLC 25 120.00
Syntal Capital Partners, LLC
StoneX Group Inc.
Hudock, Inc.
Two Sigma Securities, Llc
Cullen/frost Bankers, Inc.
USAdvisors Wealth Management, LLC
Strategic Blueprint, LLC
Vontobel Holding Ltd.
Aveo Capital Partners, LLC
NextCapital Advisers, Inc.
Formidable Asset Management, LLC
Antonetti Capital Management LLC
Apollon Wealth Management, LLC
Solstein Capital, LLC
NorthCrest Asset Manangement, LLC
Cable Hill Partners, LLC
BEAM Asset Management, LLC
Ttp Investments, Inc.
Pacific Wealth Strategies Group, Inc.
Firestone Capital Management
Nicola Wealth Management Ltd.
Truvestments Capital Llc
Toronto Dominion Bank
West Financial Advisors, LLC
Fifth Third Securities, Inc.
Matisse Capital
Beacon Investment Advisory Services, Inc.
Mcdonald Partners Llc
Paradigm Financial Partners, Llc
Wick Capital Partners, LLC
Mainstay Capital Management Llc /adv
Blueprint Investment Partners LLC
Trust Co Of Vermont
Cedar Brook Financial Partners, LLC
Charter Oak Capital Management, LLC
WJ Wealth Management, LLC
Betterment LLC
SG Americas Securities, LLC
Deutsche Bank Ag\
MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class
Vestmark Advisory Solutions, Inc.
Mach-1 Financial Group, Inc.
Barrett Asset Management, LLC
Summit X, LLC
Cerity Partners LLC
Wolverine Trading, Llc
Moseley Investment Management Inc
Laurel Wealth Planning LLC
IHT Wealth Management, LLC
Stephenson National Bank & Trust
Procyon Private Wealth Partners, LLC
Cavalier Investments, LLC
Northwest Capital Management Inc
Advisor Resource Council
Jacobi Capital Management LLC
WestEnd Advisors, LLC
DMLAX - DoubleLine Multi-Asset Growth Fund Class A
Evoke Wealth, Llc
Huntington National Bank
Old Mission Capital Llc
Moisand Fitzgerald Tamayo, LLC
Sowell Financial Services LLC
Ironwood Financial, llc
Confluence Wealth Services, Inc.
Freestone Capital Holdings, LLC
Northland Capital Management LLC
Golden State Wealth Management, LLC
Stonebridge Financial Planning Group, LLC
Dagco, Inc.
Dixon Hubard Feinour & Brown Inc/va
Susquehanna International Group, Llp
Flow Traders U.s. Llc
Whitener Capital Management, Inc.
AdvisorShares Investments LLC
Absolute Capital Management, LLC
Banco Santander, S.A.
Brown Advisory Securities, LLC
Washington Trust Advisors, Inc.
Wetherby Asset Management Inc
Bruderman Asset Management, LLC
Plante Moran Financial Advisors, LLC
Boyd Watterson Asset Management Llc/oh
Gerber Kawasaki Wealth & Investment Management
Prudential Plc
Snowden Capital Advisors LLC
Advisor OS, LLC
Parkside Financial Bank & Trust
Name Current Shares Current PPS Previous Shares Previous PPS
Koss-Olinger Consulting, LLC 588,089 101.43 327,584 104.94
Sigma Investment Counselors Inc 390,968 101.43 1,995 104.76
Cambridge Investment Research Advisors, Inc. 361,385 101.43 286,486 104.94
Deane Retirement Strategies, Inc. 259,722 101.78 264,982 103.95
Karp Capital Management Corp 222,748 101.43 213,109 104.94
Austin Asset Management Co Inc 220,110 101.43 226,541 104.94
New Capital Management LP 210,383 100.88 120,085 104.94
Private Advisor Group, LLC 193,534 101.43 158,379 104.94
Rockland Trust Co 169,994 101.43 167,338 104.94
RWM Asset Management, LLC 165,624 101.43 184,799 104.94
Friedenthal Financial 132,375 101.43 188,609 104.94
Wiser Wealth Management, Inc 118,293 101.43 122,658 104.94
Paragon Wealth Strategies, LLC 115,998 101.43 103,739 104.94
Parkside Advisors LLC 110,488 101.43 98,378 104.94
Kwmg, Llc 101,520 101.43 102,858 104.94
Mascoma Wealth Management LLC 89,599 101.43 76,831 104.94
Orion Portfolio Solutions, LLC 80,457 101.43 82,298 104.94
Wipfli Financial Advisors Llc, 65,330 101.42 66,859 104.94
Rosenberg Matthew Hamilton 64,453 101.80 61,314 104.94
Brookstone Capital Management 51,339 100.96 34,719 104.04
Name Current Shares Current PPS Previous Shares Previous PPS
Summit Global Investments 36,528 106.22 0
Gradient Investments LLC 29 103.45 2
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sigma Investment Counselors Inc 388,973 390,968 101.43 1,995 104.76 19497.39
Koss-Olinger Consulting, LLC 260,505 588,089 101.43 327,584 104.94 79.52
New Capital Management LP 90,298 210,383 100.88 120,085 104.94 75.20
Cambridge Investment Research Advisors, Inc. 74,899 361,385 101.43 286,486 104.94 26.14
Summit Global Investments 36,528 36,528 106.22 0 0.00
Private Advisor Group, LLC 35,155 193,534 101.43 158,379 104.94 22.20
Sargent Bickham Lagudis LLC 20,609 32,515 101.40 11,906 104.99 173.10
Brookstone Capital Management 16,620 51,339 100.96 34,719 104.04 47.87
Mascoma Wealth Management LLC 12,768 89,599 101.43 76,831 104.94 16.62
Paragon Wealth Strategies, LLC 12,259 115,998 101.43 103,739 104.94 11.82
Parkside Advisors LLC 12,110 110,488 101.43 98,378 104.94 12.31
Karp Capital Management Corp 9,639 222,748 101.43 213,109 104.94 4.52
Pinnacle Private Wealth, LLC 6,984 18,675 101.42 11,691 104.95 59.74
EisnerAmper Wealth Management Corporate Benefits, LLC 3,406 28,676 101.44 25,270 104.95 13.48
Rosenberg Matthew Hamilton 3,139 64,453 101.80 61,314 104.94 5.12
Rockland Trust Co 2,656 169,994 101.43 167,338 104.94 1.59
GoalVest Advisory LLC 2,576 43,552 101.40 40,976 104.94 6.29
Exane Derivatives 2,370 5,185 101.45 2,815 104.80 84.19
Raymond James Trust N.a. 2,110 8,626 101.44 6,516 104.97 32.38
Pure Financial Advisors, Inc. 1,799 7,323 101.46 5,524 105.00 32.57
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Friedenthal Financial 56,234 132,375 101.43 188,609 104.94 -29.82
Johnson Bixby & Associates, LLC 25,092 4,742 101.43 29,834 104.95 -84.11
RWM Asset Management, LLC 19,175 165,624 101.43 184,799 104.94 -10.38
Sightline Wealth Advisors, LLC 10,790 29,056 101.49 39,846 104.93 -27.08
Austin Asset Management Co Inc 6,431 220,110 101.43 226,541 104.94 -2.84
Deane Retirement Strategies, Inc. 5,260 259,722 101.78 264,982 103.95 -1.99
TCITX - Transamerica ClearTrack Retirement Income R1 4,670 46,581 104.25 51,251 105.07 -9.11
Wiser Wealth Management, Inc 4,365 118,293 101.43 122,658 104.94 -3.56
VERITY Wealth Advisors 3,732 3,851 101.53 7,583 104.97 -49.22
TDITX - Transamerica ClearTrack 2025 R1 3,385 33,502 104.23 36,887 105.08 -9.18
Greenspring Advisors, LLC 3,378 38,971 101.46 42,349 104.94 -7.98
LifeGuide Financial Advisors, LLC 3,116 13,677 101.41 16,793 104.92 -18.56
TDFTX - Transamerica ClearTrack 2030 R1 3,068 28,785 104.26 31,853 105.08 -9.63
Sage Capital Advisors,llc 2,606 5,197 101.40 7,803 103.93 -33.40
Koshinski Asset Management, Inc. 2,462 8,549 0.12 11,011 104.90 -22.36
TCFTX - Transamerica ClearTrack 2015 R1 1,969 28,202 104.25 30,171 105.07 -6.53
TCHTX - Transamerica ClearTrack 2020 R1 1,909 28,941 104.25 30,850 105.09 -6.19
Orion Portfolio Solutions, LLC 1,841 80,457 101.43 82,298 104.94 -2.24
Home Federal Bank Of Tennessee 1,740 34,557 101.43 36,297 104.94 -4.79
Wipfli Financial Advisors Llc, 1,529 65,330 101.42 66,859 104.94 -2.29
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
Paladin Advisory Group, LLC 1,502 23,672 22,170 6.77
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
Ritholtz Wealth Management 605,389 101.43
Smart Money Group LLC 42,236 101.43
FOCUS Wealth Advisors, LLC 17,264 101.42
McAdam, LLC 7,758 101.44
Gofen & Glossberg Llc /il/ 4,445 101.46
Arbor Trust Wealth Advisors, Llc 3,014 101.53
Pinnacle Bancorp, Inc. 2,738 101.53
Activest Wealth Management 346 101.16
ACG Wealth 217 101.38
Newbridge Financial Services Group, Inc. 25 120.00
Name Shares PPS
Tompkins Financial Corp 137 102.19
Hudson Capital Management LLC 1,920 104.69
Windsor Capital Management, LLC 2,647 104.65
Miracle Mile Advisors, LLC 2,793 104.91
Strategy Asset Managers Llc 5,973 104.97
Crestmont Private Wealth LLC 391 104.86
Ignite Planners, LLC 2,295 104.58
Name Current Shares Current PPS Previous Shares Previous PPS
Sigma Investment Counselors Inc 390,968 101.43 1,995 104.76
Cambridge Investment Research Advisors, Inc. 361,385 101.43 286,486 104.94
Karp Capital Management Corp 222,748 101.43 213,109 104.94
Austin Asset Management Co Inc 220,110 101.43 226,541 104.94
Private Advisor Group, LLC 193,534 101.43 158,379 104.94
Rockland Trust Co 169,994 101.43 167,338 104.94
RWM Asset Management, LLC 165,624 101.43 184,799 104.94
Friedenthal Financial 132,375 101.43 188,609 104.94
Wiser Wealth Management, Inc 118,293 101.43 122,658 104.94
Paragon Wealth Strategies, LLC 115,998 101.43 103,739 104.94
Parkside Advisors LLC 110,488 101.43 98,378 104.94
Kwmg, Llc 101,520 101.43 102,858 104.94
Mascoma Wealth Management LLC 89,599 101.43 76,831 104.94
Orion Portfolio Solutions, LLC 80,457 101.43 82,298 104.94
Rosenberg Matthew Hamilton 64,453 101.80 61,314 104.94
Brookstone Capital Management 51,339 100.96 34,719 104.04
New Potomac Partners, LLC 44,500 101.44 44,030 104.95
Greenspring Advisors, LLC 38,971 101.46 42,349 104.94
Home Federal Bank Of Tennessee 34,557 101.43 36,297 104.94
HBW Advisory Services LLC 34,479 101.42 32,891 104.95
Sargent Bickham Lagudis LLC 32,515 101.40 11,906 104.99
Sightline Wealth Advisors, LLC 29,056 101.49 39,846 104.93
RDA Financial Network 27,723 101.43 28,517 104.95
Pinnacle Private Wealth, LLC 18,675 101.42 11,691 104.95
180 Wealth Advisors, Llc 18,417 101.81 19,102 103.97
LifeGuide Financial Advisors, LLC 13,677 101.41 16,793 104.92
StrongBox Wealth, LLC 9,420 101.38 9,245 104.92
RHS Financial, LLC 9,162 101.40 8,668 104.98
Acorn Financial Advisory Services Inc /adv 8,832 101.68 9,002 105.09
Raymond James Trust N.a. 8,626 101.44 6,516 104.97
Koshinski Asset Management, Inc. 8,549 0.12 11,011 104.90
Global Retirement Partners, LLC 6,318 101.46 6,329 103.81
Exane Derivatives 5,185 101.45 2,815 104.80
Johnson Bixby & Associates, LLC 4,742 101.43 29,834 104.95
Allworth Financial LP 4,206 101.52 4,073 104.84
VERITY Wealth Advisors 3,851 101.53 7,583 104.97
Ford Financial Group, LLC 3,497 101.23 3,424 104.85
Mayflower Financial Advisors, LLC 3,054 101.51 3,054 104.78
Global Trust Asset Management, LLC 2,710 101.48 3,805 104.86
WP Advisors, LLC 2,525 101.39 2,467 104.99
Objective Capital Management, LLC 2,201 101.32 2,661 104.85
Evanson Asset Management, LLC 2,056 101.65 2,056 105.06
Wbh Advisory Inc 2,041 100.93 2,000 104.50
Sugarloaf Wealth Management, LLC 405 101.23 402 104.48
Baldrige Asset Management LLC 248 100.81 248 104.84
Sound Income Strategies, LLC 44 90.91 43 116.28
Atticus Wealth Management, Llc 43 93.02 43 116.28
Name Current Shares Current PPS Previous Shares Previous PPS
Gradient Investments LLC 29 103.45 2
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sigma Investment Counselors Inc 388,973 390,968 101.43 1,995 104.76 19497.39
Cambridge Investment Research Advisors, Inc. 74,899 361,385 101.43 286,486 104.94 26.14
Private Advisor Group, LLC 35,155 193,534 101.43 158,379 104.94 22.20
Sargent Bickham Lagudis LLC 20,609 32,515 101.40 11,906 104.99 173.10
Brookstone Capital Management 16,620 51,339 100.96 34,719 104.04 47.87
Mascoma Wealth Management LLC 12,768 89,599 101.43 76,831 104.94 16.62
Paragon Wealth Strategies, LLC 12,259 115,998 101.43 103,739 104.94 11.82
Parkside Advisors LLC 12,110 110,488 101.43 98,378 104.94 12.31
Karp Capital Management Corp 9,639 222,748 101.43 213,109 104.94 4.52
Pinnacle Private Wealth, LLC 6,984 18,675 101.42 11,691 104.95 59.74
Rosenberg Matthew Hamilton 3,139 64,453 101.80 61,314 104.94 5.12
Rockland Trust Co 2,656 169,994 101.43 167,338 104.94 1.59
Exane Derivatives 2,370 5,185 101.45 2,815 104.80 84.19
Raymond James Trust N.a. 2,110 8,626 101.44 6,516 104.97 32.38
HBW Advisory Services LLC 1,588 34,479 101.42 32,891 104.95 4.83
RHS Financial, LLC 494 9,162 101.40 8,668 104.98 5.70
New Potomac Partners, LLC 470 44,500 101.44 44,030 104.95 1.07
StrongBox Wealth, LLC 175 9,420 101.38 9,245 104.92 1.89
Allworth Financial LP 133 4,206 101.52 4,073 104.84 3.27
Ford Financial Group, LLC 73 3,497 101.23 3,424 104.85 2.13
WP Advisors, LLC 58 2,525 101.39 2,467 104.99 2.35
Wbh Advisory Inc 41 2,041 100.93 2,000 104.50 2.05
Gradient Investments LLC 27 29 103.45 2 1350.00
Sugarloaf Wealth Management, LLC 3 405 101.23 402 104.48 0.75
Sound Income Strategies, LLC 1 44 90.91 43 116.28 2.33
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Friedenthal Financial 56,234 132,375 101.43 188,609 104.94 -29.82
Johnson Bixby & Associates, LLC 25,092 4,742 101.43 29,834 104.95 -84.11
RWM Asset Management, LLC 19,175 165,624 101.43 184,799 104.94 -10.38
Sightline Wealth Advisors, LLC 10,790 29,056 101.49 39,846 104.93 -27.08
Austin Asset Management Co Inc 6,431 220,110 101.43 226,541 104.94 -2.84
Wiser Wealth Management, Inc 4,365 118,293 101.43 122,658 104.94 -3.56
VERITY Wealth Advisors 3,732 3,851 101.53 7,583 104.97 -49.22
Greenspring Advisors, LLC 3,378 38,971 101.46 42,349 104.94 -7.98
LifeGuide Financial Advisors, LLC 3,116 13,677 101.41 16,793 104.92 -18.56
Koshinski Asset Management, Inc. 2,462 8,549 0.12 11,011 104.90 -22.36
Orion Portfolio Solutions, LLC 1,841 80,457 101.43 82,298 104.94 -2.24
Home Federal Bank Of Tennessee 1,740 34,557 101.43 36,297 104.94 -4.79
Kwmg, Llc 1,338 101,520 101.43 102,858 104.94 -1.30
Global Trust Asset Management, LLC 1,095 2,710 101.48 3,805 104.86 -28.78
RDA Financial Network 794 27,723 101.43 28,517 104.95 -2.78
180 Wealth Advisors, Llc 685 18,417 101.81 19,102 103.97 -3.59
Objective Capital Management, LLC 460 2,201 101.32 2,661 104.85 -17.29
Acorn Financial Advisory Services Inc /adv 170 8,832 101.68 9,002 105.09 -1.89
Global Retirement Partners, LLC 11 6,318 101.46 6,329 103.81 -0.17
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