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 117 62.00 63.90 60.87
Previous Quarter 126 708.00 63.91 76.54

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 29 15 0 6 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 0 3 11 0 5 2
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
Raymond James Financial Services Advisors, Inc. 556,937 63.91
Smith Anglin Financial, LLC 478,608 63.91
Morgan Stanley 408,510 63.91
Raymond James & Associates 382,812 63.91
Cambria Investment Management, L.P. 269,438 63.91
Advisor Group Holdings, Inc. 263,185 21.97
Northwestern Mutual Wealth Management Co 239,374 63.91
LPL Financial LLC 204,763 63.91
Financial Partners Group, Inc 192,051 63.91
Rfg Holdings, Inc. 165,863 54.41
UBS Group AG 150,641 63.91
Savior LLC 138,632 65.07
Cetera Advisors LLC 108,757 63.91
GMOM - Cambria Global Momentum ETF 102,232 60.86
Commonwealth Equity Services, Llc 87,488 63.91
Cambridge Investment Research Advisors, Inc. 72,129 54.42
TRTY - Cambria Trinity ETF 68,172 60.86
Envestnet Asset Management Inc 65,275 63.91
Stifel Financial Corp 59,693 63.91
Sowell Financial Services LLC 58,940 63.88

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
Raymond James Financial Services Advisors, Inc. 556,937 63.91
Smith Anglin Financial, LLC 478,608 63.91
Morgan Stanley 408,510 63.91
Raymond James & Associates 382,812 63.91
Cambria Investment Management, L.P. 269,438 63.91
Advisor Group Holdings, Inc. 263,185 21.97
Northwestern Mutual Wealth Management Co 239,374 63.91
LPL Financial LLC 204,763 63.91
Financial Partners Group, Inc 192,051 63.91
GMOM - Cambria Global Momentum ETF 161,228 62.62
Rfg Holdings, Inc. 156,448 63.91
UBS Group AG 150,641 63.91
Savior LLC 138,632 65.07
Cetera Advisors LLC 108,757 63.91
TRTY - Cambria Trinity ETF 92,734 62.62
Commonwealth Equity Services, Llc 87,488 63.91
GAA - Cambria Global Asset Allocation ETF 81,939 62.62
Cambridge Investment Research Advisors, Inc. 74,964 63.91
Envestnet Asset Management Inc 65,275 63.91
Stifel Financial Corp 59,693 63.91

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Foresight Capital Management Advisors, Inc. 2,059 64.11
Herold Advisors, Inc. 1,190 63909.24
Koshinski Asset Management, Inc. 1,169 64.16
WJ Wealth Management, LLC
Mainstay Capital Management Llc /adv
SageGuard Financial Group, LLC
Arkadios Wealth Advisors
Spire Wealth Management
TCI Wealth Advisors, Inc.
CoreCap Advisors, LLC
Proequities, Inc.
Advisor Resource Council
Amplius Wealth Advisors, LLC
Goldman Sachs Group Inc
Jane Street Group, Llc
JJJ Advisors Inc.
Citadel Advisors Llc
Sepio Capital, LP
Ausdal Financial Partners, Inc.
Eaton Vance Management
Kingsview Wealth Management, LLC
Henrickson Nauta Wealth Advisors, Inc.
Claraphi Advisory Network, LLC
Huntington National Bank
National Asset Management, Inc.
Prestige Wealth Management Group LLC
First Horizon Advisors, Inc.
New Capital Management LP
Valmark Advisers, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Rfg Holdings, Inc. 165,863 54.41 156,448 63.91
GMOM - Cambria Global Momentum ETF 102,232 60.86 161,228 62.62
Cambridge Investment Research Advisors, Inc. 72,129 54.42 74,964 63.91
TRTY - Cambria Trinity ETF 68,172 60.86 92,734 62.62
GAA - Cambria Global Asset Allocation ETF 56,480 60.85 81,939 62.62
Rothschild Investment Corp /il 50,067 54.41 34,670 63.92
Brookstone Capital Management 42,666 55.45 40,621 62.80
Private Advisor Group, LLC 21,085 54.40 16,930 63.91
Evanson Asset Management, LLC 16,393 54.41 16,393 63.93
Orion Portfolio Solutions, LLC 15,756 54.39 21,917 63.92
HB Wealth Management, LLC 6,341 54.41 6,341 63.87
Flagship Harbor Advisors, Llc 5,045 54.31 4,730 63.85
Optimum Investment Advisors 2,101 54.26 2,101 63.78
Global Retirement Partners, LLC 1,011 54.40 1,011 59.35
AdvisorNet Financial, Inc 330 54.55 110 63.64
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Rothschild Investment Corp /il 15,397 50,067 54.41 34,670 63.92 44.41
Rfg Holdings, Inc. 9,415 165,863 54.41 156,448 63.91 6.02
Private Advisor Group, LLC 4,155 21,085 54.40 16,930 63.91 24.54
Brookstone Capital Management 2,045 42,666 55.45 40,621 62.80 5.03
Flagship Harbor Advisors, Llc 315 5,045 54.31 4,730 63.85 6.66
AdvisorNet Financial, Inc 220 330 54.55 110 63.64 200.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
GMOM - Cambria Global Momentum ETF 58,996 102,232 60.86 161,228 62.62 -36.59
GAA - Cambria Global Asset Allocation ETF 25,459 56,480 60.85 81,939 62.62 -31.07
TRTY - Cambria Trinity ETF 24,562 68,172 60.86 92,734 62.62 -26.49
Orion Portfolio Solutions, LLC 6,161 15,756 54.39 21,917 63.92 -28.11
Cambridge Investment Research Advisors, Inc. 2,835 72,129 54.42 74,964 63.91 -3.78
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
Koshinski Asset Management, Inc. 1,169 64.16
Herold Advisors, Inc. 1,190 63909.24
Foresight Capital Management Advisors, Inc. 2,059 64.11
Name Current Shares Current PPS Previous Shares Previous PPS
Rfg Holdings, Inc. 165,863 54.41 156,448 63.91
Cambridge Investment Research Advisors, Inc. 72,129 54.42 74,964 63.91
Rothschild Investment Corp /il 50,067 54.41 34,670 63.92
Brookstone Capital Management 42,666 55.45 40,621 62.80
Private Advisor Group, LLC 21,085 54.40 16,930 63.91
Evanson Asset Management, LLC 16,393 54.41 16,393 63.93
Orion Portfolio Solutions, LLC 15,756 54.39 21,917 63.92
HB Wealth Management, LLC 6,341 54.41 6,341 63.87
Flagship Harbor Advisors, Llc 5,045 54.31 4,730 63.85
Optimum Investment Advisors 2,101 54.26 2,101 63.78
Global Retirement Partners, LLC 1,011 54.40 1,011 59.35
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Rothschild Investment Corp /il 15,397 50,067 54.41 34,670 63.92 44.41
Rfg Holdings, Inc. 9,415 165,863 54.41 156,448 63.91 6.02
Private Advisor Group, LLC 4,155 21,085 54.40 16,930 63.91 24.54
Brookstone Capital Management 2,045 42,666 55.45 40,621 62.80 5.03
Flagship Harbor Advisors, Llc 315 5,045 54.31 4,730 63.85 6.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Orion Portfolio Solutions, LLC 6,161 15,756 54.39 21,917 63.92 -28.11
Cambridge Investment Research Advisors, Inc. 2,835 72,129 54.42 74,964 63.91 -3.78
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