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 251 328.00 58.93 166.36
Previous Quarter 264 597.00 58.94 169.49

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 2 49 24 1 11 9
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 2 23 1 10 9
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
Morgan Stanley 1,906,824 58.94
Bank Of America Corp /de/ 1,651,283 58.94
Wells Fargo & Company/mn 1,166,744 58.94
UBS Group AG 801,117 58.94
Miracle Mile Advisors, LLC 767,382 50.17
LPL Financial LLC 700,249 58.94
Raymond James Financial Services Advisors, Inc. 639,309 58.94
Flaharty Asset Management, LLC 391,055 50.17
Royal Bank Of Canada 384,606 58.94
Ameriprise Financial Inc 380,474 58.94
Raymond James & Associates 339,743 58.94
Creative Planning 287,586 58.94
Park National Corp /oh/ 278,626 50.17
Truist Financial Corp 242,181 58.94
Advisor Group Holdings, Inc. 232,914 57.64
Commonwealth Equity Services, Llc 205,705 58.94
Janney Montgomery Scott LLC 202,201 58.94
Mirae Asset Global Investments Co., Ltd. 171,100 58.94
HighTower Advisors, LLC 165,552 58.96
Kestra Advisory Services, LLC 164,548 58.94

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
Morgan Stanley 1,906,824 58.94
Bank Of America Corp /de/ 1,651,283 58.94
Wells Fargo & Company/mn 1,166,744 58.94
UBS Group AG 801,117 58.94
LPL Financial LLC 700,249 58.94
Raymond James Financial Services Advisors, Inc. 639,309 58.94
Miracle Mile Advisors, LLC 534,993 58.94
Royal Bank Of Canada 384,606 58.94
Ameriprise Financial Inc 380,474 58.94
Flaharty Asset Management, LLC 358,815 58.94
Raymond James & Associates 339,743 58.94
Creative Planning 287,586 58.94
Park National Corp /oh/ 254,974 58.94
Truist Financial Corp 242,181 58.94
Advisor Group Holdings, Inc. 232,914 57.64
Commonwealth Equity Services, Llc 205,705 58.94
Janney Montgomery Scott LLC 202,201 58.94
Mirae Asset Global Investments Co., Ltd. 171,100 58.94
HighTower Advisors, LLC 165,552 58.96
Kestra Advisory Services, LLC 164,548 58.94

 

Recent Quarter Analysis

Name Shares PPS
Karp Capital Management Corp 158,886 50.17
HYA Advisors, Inc 6,775 50.18
Name Shares PPS
Cardan Capital Partners, LLC 164,382 56.47
Harbor Financial Services, Llc 9,524 56.49
Raymond James Trust N.a. 5,118 59.01
Sonora Investment Management, LLC 470 57.45
IFP Advisors, Inc 225 62.22
Wealth Quarterback LLC 161
Herold Advisors, Inc. 50 58940.00
Emerald Investment Partners, Llc
Dynamic Advisor Solutions LLC
Wintrust Investments Llc
Riverpoint Wealth Management Holdings, LLC
Wagner Wealth Management, Llc
Valeo Financial Advisors, LLC
Barclays Plc
Anfield Capital Management, LLC
Eaton Vance Management
TFAFX - Tactical Growth Allocation Fund Class I
StoneX Group Inc.
Synergy Financial Management, LLC
Capital Asset Advisory Services LLC
DCM Advisors, LLC
TFAMX - Tactical Moderate Allocation Fund Class A
Baird Financial Group, Inc.
Colonial River Wealth Management, LLC
Harel Insurance Investments & Financial Services Ltd.
Flow Traders U.s. Llc
Confluence Wealth Services, Inc.
Virtu Financial LLC
CIBC World Markets Inc.
Centaurus Financial, Inc.
Old National Bancorp /in/
Bartlett & Co. LLC
Ahl Investment Management, Inc.
Huntington National Bank
Nottingham Advisors, Inc.
Ironwood Financial, llc
Signet Financial Management, Llc
Signature Securities Group Corporation
Motco
Pacific Financial Group Inc
Jones Financial Companies Lllp
V Wealth Advisors LLC
SRS Capital Advisors, Inc.
International Assets Investment Management, Llc
Barnes Pettey Financial Advisors, Llc
Snowden Capital Advisors LLC
GWM Advisors LLC
Kalos Management, Inc.
RPG Investment Advisory, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Miracle Mile Advisors, LLC 767,382 50.17 534,993 58.94
Flaharty Asset Management, LLC 391,055 50.17 358,815 58.94
Park National Corp /oh/ 278,626 50.17 254,974 58.94
Private Advisor Group, LLC 127,872 50.17 104,648 58.94
Private Wealth Group, LLC 69,486 50.17 112,498 58.94
Cambridge Investment Research Advisors, Inc. 53,840 50.17 49,577 58.94
Ayalon Holdings Ltd. 46,832 50.18 49,745 58.94
Orion Portfolio Solutions, LLC 45,554 50.16 37,156 58.94
First Heartland Consultants, Inc. 31,799 50.16 30,804 58.92
Koshinski Asset Management, Inc. 28,110 0.04 28,205 58.93
Connecticut Wealth Management, LLC 27,606 50.17 27,640 58.94
Ignite Planners, LLC 14,685 51.00 15,061 55.77
Arkadios Wealth Advisors 9,584 12,930 0.08
Berkshire Bank 8,680 50.12 4,509 58.99
Lvm Capital Management Ltd/mi 8,585 50.20 8,725 58.91
RWM Asset Management, LLC 2,493 50.14 2,493 58.97
Newbridge Financial Services Group, Inc. 658 50.15 935 58.82
Valley National Advisers Inc 500 50.00 500 58.00
Global Retirement Partners, LLC 432 50.93 297 53.87
Mascoma Wealth Management LLC 392 51.02 392 58.67
Name Current Shares Current PPS Previous Shares Previous PPS
Sound Income Strategies, LLC 22 45.45 5
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Miracle Mile Advisors, LLC 232,389 767,382 50.17 534,993 58.94 43.44
Flaharty Asset Management, LLC 32,240 391,055 50.17 358,815 58.94 8.99
Park National Corp /oh/ 23,652 278,626 50.17 254,974 58.94 9.28
Private Advisor Group, LLC 23,224 127,872 50.17 104,648 58.94 22.19
Orion Portfolio Solutions, LLC 8,398 45,554 50.16 37,156 58.94 22.60
Cambridge Investment Research Advisors, Inc. 4,263 53,840 50.17 49,577 58.94 8.60
Berkshire Bank 4,171 8,680 50.12 4,509 58.99 92.50
Archford Capital Strategies, LLC 2,163 7,885 5,722 37.80
First Heartland Consultants, Inc. 995 31,799 50.16 30,804 58.92 3.23
Global Retirement Partners, LLC 135 432 50.93 297 53.87 45.45
Sound Income Strategies, LLC 17 22 45.45 5 340.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Wealth Group, LLC 43,012 69,486 50.17 112,498 58.94 -38.23
Global Trust Asset Management, LLC 7,511 100 50.00 7,611 58.99 -98.69
Arkadios Wealth Advisors 3,346 9,584 12,930 0.08 -25.88
Ayalon Holdings Ltd. 2,913 46,832 50.18 49,745 58.94 -5.86
Ignite Planners, LLC 376 14,685 51.00 15,061 55.77 -2.50
Newbridge Financial Services Group, Inc. 277 658 50.15 935 58.82 -29.63
Lvm Capital Management Ltd/mi 140 8,585 50.20 8,725 58.91 -1.60
Koshinski Asset Management, Inc. 95 28,110 0.04 28,205 58.93 -0.34
Connecticut Wealth Management, LLC 34 27,606 50.17 27,640 58.94 -0.12
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
Karp Capital Management Corp 158,886 50.17
HYA Advisors, Inc 6,775 50.18
Name Shares PPS
Raymond James Trust N.a. 5,118 59.01
Herold Advisors, Inc. 50 58940.00
Name Current Shares Current PPS Previous Shares Previous PPS
Miracle Mile Advisors, LLC 767,382 50.17 534,993 58.94
Flaharty Asset Management, LLC 391,055 50.17 358,815 58.94
Private Advisor Group, LLC 127,872 50.17 104,648 58.94
Private Wealth Group, LLC 69,486 50.17 112,498 58.94
Cambridge Investment Research Advisors, Inc. 53,840 50.17 49,577 58.94
Ayalon Holdings Ltd. 46,832 50.18 49,745 58.94
Orion Portfolio Solutions, LLC 45,554 50.16 37,156 58.94
First Heartland Consultants, Inc. 31,799 50.16 30,804 58.92
Koshinski Asset Management, Inc. 28,110 0.04 28,205 58.93
Connecticut Wealth Management, LLC 27,606 50.17 27,640 58.94
Ignite Planners, LLC 14,685 51.00 15,061 55.77
Arkadios Wealth Advisors 9,584 12,930 0.08
Berkshire Bank 8,680 50.12 4,509 58.99
Lvm Capital Management Ltd/mi 8,585 50.20 8,725 58.91
RWM Asset Management, LLC 2,493 50.14 2,493 58.97
Newbridge Financial Services Group, Inc. 658 50.15 935 58.82
Valley National Advisers Inc 500 50.00 500 58.00
Global Retirement Partners, LLC 432 50.93 297 53.87
Mascoma Wealth Management LLC 392 51.02 392 58.67
Gradient Investments LLC 313 51.12 313 57.51
Allworth Financial LP 182 49.45 182 60.44
Global Trust Asset Management, LLC 100 50.00 7,611 58.99
Cordasco Financial Network 89 44.94 89 56.18
Name Current Shares Current PPS Previous Shares Previous PPS
Sound Income Strategies, LLC 22 45.45 5
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Miracle Mile Advisors, LLC 232,389 767,382 50.17 534,993 58.94 43.44
Flaharty Asset Management, LLC 32,240 391,055 50.17 358,815 58.94 8.99
Private Advisor Group, LLC 23,224 127,872 50.17 104,648 58.94 22.19
Orion Portfolio Solutions, LLC 8,398 45,554 50.16 37,156 58.94 22.60
Cambridge Investment Research Advisors, Inc. 4,263 53,840 50.17 49,577 58.94 8.60
Berkshire Bank 4,171 8,680 50.12 4,509 58.99 92.50
Archford Capital Strategies, LLC 2,163 7,885 5,722 37.80
First Heartland Consultants, Inc. 995 31,799 50.16 30,804 58.92 3.23
Global Retirement Partners, LLC 135 432 50.93 297 53.87 45.45
Sound Income Strategies, LLC 17 22 45.45 5 340.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Wealth Group, LLC 43,012 69,486 50.17 112,498 58.94 -38.23
Global Trust Asset Management, LLC 7,511 100 50.00 7,611 58.99 -98.69
Arkadios Wealth Advisors 3,346 9,584 12,930 0.08 -25.88
Ayalon Holdings Ltd. 2,913 46,832 50.18 49,745 58.94 -5.86
Ignite Planners, LLC 376 14,685 51.00 15,061 55.77 -2.50
Newbridge Financial Services Group, Inc. 277 658 50.15 935 58.82 -29.63
Lvm Capital Management Ltd/mi 140 8,585 50.20 8,725 58.91 -1.60
Koshinski Asset Management, Inc. 95 28,110 0.04 28,205 58.93 -0.34
Connecticut Wealth Management, LLC 34 27,606 50.17 27,640 58.94 -0.12
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