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 133 31.00 31.32 30.95
Previous Quarter 132 35.00 34.54 34.29

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 45 78 6 38 43
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 1 3 6 1 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
ARGI Investment Services, LLC 3,177,171 31.32
Cambridge Investment Research Advisors, Inc. 965,484 26.99
Advisor Group Holdings, Inc. 793,701 31.32
Kb Financial Partners, Llc 716,363 31.32
First PREMIER Bank 430,922 31.32
Mml Investors Services, Llc 339,256 31.32
Sweet Financial Partners, LLC 329,125 31.32
Ameriprise Financial Inc 315,220 31.32
Kestra Advisory Services, LLC 297,546 31.32
Legend Financial Advisors, Inc. 285,849 34.23
GWM Advisors LLC 246,594 31.32
Envestnet Asset Management Inc 243,429 31.32
Garrett Investment Advisors LLC 241,181 31.32
Harwood Advisory Group, LLC 231,126 31.32
Eqis Capital Management, Inc. 195,965 31.32
Cetera Investment Advisers 189,893 31.32
Cetera Advisors LLC 189,405 31.32
LPL Financial LLC 184,144 31.32
Financial Architects, Inc 158,832 31.32
McAdam, LLC 154,692 26.99

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
ARGI Investment Services, LLC 3,141,392 34.54
Cambridge Investment Research Advisors, Inc. 1,230,067 34.54
Ameriprise Financial Inc 941,869 34.54
Advisor Group Holdings, Inc. 884,624 34.54
Halbert Hargrove Global Advisors, Llc 881,241 34.54
Kb Financial Partners, Llc 672,572 34.54
Stephens Inc /ar/ 440,550 34.54
First PREMIER Bank 427,494 34.54
Legend Financial Advisors, Inc. 365,750 34.54
Mml Investors Services, Llc 343,771 34.54
Kestra Advisory Services, LLC 300,482 34.54
Ttp Investments, Inc. 299,391 34.54
Cwm, Llc 260,227 34.54
Envestnet Asset Management Inc 256,803 34.54
GWM Advisors LLC 253,530 34.54
Financial Architects, Inc 234,472 34.54
Garrett Investment Advisors LLC 233,809 34.54
Trilogy Capital Inc. 204,112 34.54
LPL Financial LLC 200,578 34.54
Keystone Financial Group 176,511 34.54

 

Recent Quarter Analysis

Name Shares PPS
One Capital Management, LLC 42,738 31.31
Atria Wealth Solutions, Inc. 37,923 31.33
Aptus Capital Advisors, LLC 9,315 31.35
Belpointe Asset Management LLC 7,482 31.28
Citadel Advisors Llc 7,240 31.35
Key FInancial Inc 5,361 31.34
Northwestern Mutual Wealth Management Co 3,045 31.20
Beacon Capital Management, LLC 1,936 31.51
Fifth Third Bancorp 553 30.74
Captrust Financial Advisors 239 29.29
Raleigh Capital Management Inc. 158 31.65
Allworth Financial LP 1
Huntington National Bank 0
Buckingham Strategic Wealth, Llc 0
Name Shares PPS
Stephens Inc /ar/ 440,550 34.54
Ttp Investments, Inc. 299,391 34.54
Avantax Advisory Services, Inc. 141,906 34.54
Ameritas Investment Corp 106,100 0.04
Buckingham Strategic Wealth, Llc 98,745 34.54
Baird Financial Group, Inc. 39,590 34.53
International Assets Investment Management, Llc 32,250 25.95
Sowell Financial Services LLC 24,075 35.35
Hilltop Holdings Inc. 21,875 34.56
Mid Atlantic Financial Management Inc/adv 21,558 34.23
Financial Services Advisory Inc 18,333 34.53
Nova R Wealth, Inc. 17,075 34.55
Wealthcare Advisory Partners LLC 15,085 34.54
IFP Advisors, Inc 14,490 34.64
Private Advisor Group, LLC 9,864 34.47
National Asset Management, Inc. 8,667 34.61
Wintrust Investments Llc 7,874 34.54
Smart Money Group LLC 7,174 34.57
Moors & Cabot, Inc. 6,804 100.68
StoneX Group Inc. 6,723 34.51
Cfm Wealth Partners Llc 6,398 34.23
Personal Cfo Solutions, Llc 6,000 34.50
CoreCap Advisors, LLC 3,594 34.50
Heritage Wealth Management, Llc 3,297 34.27
HHM Wealth Advisors, LLC 1,223 34.34
Bank Of America Corp /de/ 1,173 34.95
Estate Counselors, LLC 500 34.00
Jpmorgan Chase & Co 409 34.23
Blue Bell Private Wealth Management, Llc 15 66.67
Cordasco Financial Network 4
Evolution Wealth Advisors, LLC
Arkadios Wealth Advisors
Legacy Private Trust Co.
Sigma Planning Corp
Vista Private Wealth Partners. LLC
Laurel Wealth Advisors, Inc.
Baker Tilly Financial, Llc
Institutional & Family Asset Management, Llc
Grandview Asset Management LLC
Barclays Plc
SG Americas Securities, LLC
Truadvice, LLC
Integrated Wealth Concepts LLC
UBS Group AG
Buckingham Strategic Wealth, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
ARGI Investment Services, LLC 3,177,171 31.32 3,141,392 34.54
Cambridge Investment Research Advisors, Inc. 965,484 26.99 1,230,067 34.54
Advisor Group Holdings, Inc. 793,701 31.32 884,624 34.54
Kb Financial Partners, Llc 716,363 31.32 672,572 34.54
First PREMIER Bank 430,922 31.32 427,494 34.54
Mml Investors Services, Llc 339,256 31.32 343,771 34.54
Sweet Financial Partners, LLC 329,125 31.32 6,659 34.54
Ameriprise Financial Inc 315,220 31.32 941,869 34.54
Kestra Advisory Services, LLC 297,546 31.32 300,482 34.54
Legend Financial Advisors, Inc. 285,849 34.23 365,750 34.54
GWM Advisors LLC 246,594 31.32 253,530 34.54
Envestnet Asset Management Inc 243,429 31.32 256,803 34.54
Garrett Investment Advisors LLC 241,181 31.32 233,809 34.54
Harwood Advisory Group, LLC 231,126 31.32 176,308 32.63
Eqis Capital Management, Inc. 195,965 31.32 159,865 34.54
Cetera Investment Advisers 189,893 31.32 161,090 34.54
Cetera Advisors LLC 189,405 31.32 131,748 34.54
LPL Financial LLC 184,144 31.32 200,578 34.54
Financial Architects, Inc 158,832 31.32 234,472 34.54
McAdam, LLC 154,692 26.99 153,960 34.54
Name Current Shares Current PPS Previous Shares Previous PPS
Old Mission Capital Llc 68,687 31.32 0
Susquehanna International Group, Llp 37,341 31.31 0
Global Retirement Partners, LLC 14,077 26.99 0
AE Wealth Management LLC 10,040 31.27 0
Two Sigma Securities, Llc 8,800 31.36 0
Qube Research & Technologies Ltd 2,695 31.17 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sweet Financial Partners, LLC 322,466 329,125 31.32 6,659 34.54 4842.56
Old Mission Capital Llc 68,687 68,687 31.32 0 0.00
Cetera Advisors LLC 57,657 189,405 31.32 131,748 34.54 43.76
Harwood Advisory Group, LLC 54,818 231,126 31.32 176,308 32.63 31.09
Apollon Wealth Management, LLC 45,569 132,052 31.32 86,483 34.54 52.69
Leelyn Smith, LLC 44,832 125,349 31.32 80,517 34.54 55.68
Kb Financial Partners, Llc 43,791 716,363 31.32 672,572 34.54 6.51
Jane Street Group, Llc 40,040 50,176 31.33 10,136 34.53 395.03
Susquehanna International Group, Llp 37,341 37,341 31.31 0 0.00
Eqis Capital Management, Inc. 36,100 195,965 31.32 159,865 34.54 22.58
ARGI Investment Services, LLC 35,779 3,177,171 31.32 3,141,392 34.54 1.14
Cetera Investment Advisers 28,803 189,893 31.32 161,090 34.54 17.88
Altus Wealth Group LLC 15,031 130,151 31.32 115,120 34.54 13.06
Global Retirement Partners, LLC 14,077 14,077 26.99 0 0.00
AE Wealth Management LLC 10,040 10,040 31.27 0 0.00
Two Sigma Securities, Llc 8,800 8,800 31.36 0 0.00
Garrett Investment Advisors LLC 7,372 241,181 31.32 233,809 34.54 3.15
Kathmere Capital Management, LLC 6,276 132,777 31.32 126,501 34.54 4.96
Tiedemann Advisors, Llc 4,635 39,185 31.31 34,550 34.53 13.42
First PREMIER Bank 3,428 430,922 31.32 427,494 34.54 0.80
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Halbert Hargrove Global Advisors, Llc 791,457 89,784 31.32 881,241 34.54 -89.81
Ameriprise Financial Inc 626,649 315,220 31.32 941,869 34.54 -66.53
Cambridge Investment Research Advisors, Inc. 264,583 965,484 26.99 1,230,067 34.54 -21.51
Cwm, Llc 256,597 3,630 31.40 260,227 34.54 -98.61
Keystone Financial Group 167,644 8,867 31.35 176,511 34.54 -94.98
First Capital Advisors Group, LLC. 142,298 11,500 31.30 153,798 34.54 -92.52
Advisor Group Holdings, Inc. 90,923 793,701 31.32 884,624 34.54 -10.28
Legend Financial Advisors, Inc. 79,901 285,849 34.23 365,750 34.54 -21.85
Financial Architects, Inc 75,640 158,832 31.32 234,472 34.54 -32.26
SkyView Investment Advisors, LLC 70,973 67,644 30.97 138,617 34.54 -51.20
Trilogy Capital Inc. 58,515 145,597 31.32 204,112 34.54 -28.67
Cooper Financial Group 52,620 18,212 27.02 70,832 34.55 -74.29
Commonwealth Equity Services, Llc 44,799 48,449 31.31 93,248 34.53 -48.04
Stegent Equity Advisors, Inc. 27,230 63,627 31.32 90,857 34.56 -29.97
Brookstone Capital Management 20,314 7,408 27.00 27,722 33.48 -73.28
LPL Financial LLC 16,434 184,144 31.32 200,578 34.54 -8.19
Envestnet Asset Management Inc 13,374 243,429 31.32 256,803 34.54 -5.21
Ameritas Advisory Services, LLC 12,845 98,306 31.32 111,151 34.54 -11.56
Capital Investment Advisory Services, LLC 11,491 115,712 31.32 127,203 34.54 -9.03
Integrated Advisors Network LLC 9,236 8,458 31.33 17,694 34.53 -52.20
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
Allworth Financial LP 1
Name Shares PPS
Nova R Wealth, Inc. 17,075 34.55
Private Advisor Group, LLC 9,864 34.47
Cfm Wealth Partners Llc 6,398 34.23
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 965,484 26.99 1,230,067 34.54
McAdam, LLC 154,692 26.99 153,960 34.54
RDA Financial Network 105,334 26.99 106,270 34.54
Cooper Financial Group 18,212 27.02 70,832 34.55
Pinnacle Private Wealth, LLC 9,419 26.97 17,140 34.54
Brookstone Capital Management 7,408 27.00 27,722 33.48
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 14,077 26.99 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 14,077 14,077 26.99 0 0.00
McAdam, LLC 732 154,692 26.99 153,960 34.54 0.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 264,583 965,484 26.99 1,230,067 34.54 -21.51
Cooper Financial Group 52,620 18,212 27.02 70,832 34.55 -74.29
Brookstone Capital Management 20,314 7,408 27.00 27,722 33.48 -73.28
Pinnacle Private Wealth, LLC 7,721 9,419 26.97 17,140 34.54 -45.05
RDA Financial Network 936 105,334 26.99 106,270 34.54 -0.88
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