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 87 55.00 61.42 56.89
Previous Quarter 93 62.00 61.43 57.85

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 31 10 0 5 2
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 0 4 0 2 1
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
Susquehanna International Group, Llp 1,125,100 61.44
Susquehanna International Group, Llp 413,700 61.44
Wolverine Trading, Llc 365,300 64.04
Citadel Advisors Llc 277,700 61.44
Cutler Group LP 204,400 7.79
Citadel Advisors Llc 203,100 61.44
Jane Street Group, Llc 177,300 61.44
UBS Group AG 118,695 61.43
Susquehanna International Group, Llp 109,067 61.44
Hrt Financial Lp 105,307 61.44
Simplex Trading, Llc 78,227 61.44
Citadel Advisors Llc 78,165 61.43
Traynor Capital Management, Inc. 67,421 61.43
Pnc Financial Services Group, Inc. 65,410 61.44
HAP Trading, LLC 64,200 21.67
Jane Street Group, Llc 62,900 61.45
Group One Trading, L.p. 57,967 61.43
Oxinas Partners Wealth Management LLC 57,738 28.08
Janney Montgomery Scott LLC 45,190 61.43
Wolverine Trading, Llc 39,800 64.05

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
Susquehanna International Group, Llp 1,125,100 61.44
Susquehanna International Group, Llp 413,700 61.44
Wolverine Trading, Llc 365,300 64.04
Citadel Advisors Llc 277,700 61.44
Cutler Group LP 204,400 7.79
Citadel Advisors Llc 203,100 61.44
Jane Street Group, Llc 177,300 61.44
UBS Group AG 118,695 61.43
Susquehanna International Group, Llp 109,067 61.44
Hrt Financial Lp 105,307 61.44
Simplex Trading, Llc 78,227 61.44
Citadel Advisors Llc 78,165 61.43
Traynor Capital Management, Inc. 67,421 61.43
Oxinas Partners Wealth Management LLC 66,133 61.44
Pnc Financial Services Group, Inc. 65,410 61.44
HAP Trading, LLC 64,200 21.67
Jane Street Group, Llc 62,900 61.45
Group One Trading, L.p. 57,967 61.43
Janney Montgomery Scott LLC 45,190 61.43
Wolverine Trading, Llc 39,800 64.05

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
UBS Group AG 118,695 61.43
HAP Trading, LLC 64,200 21.67
NorthCoast Asset Management LLC 5,458 56.61
Koshinski Asset Management, Inc. 850 61.18
Money Concepts Capital Corp 646 61.92
AdvisorNet Financial, Inc 30 66.67
Parkside Financial Bank & Trust 5
Financial Engines Advisors L.L.C.
Advisory Services Network, LLC
Squarepoint Ops LLC
Disciplined Investments, LLC
Integrated Wealth Concepts LLC
Fmr Llc
Proequities, Inc.
TCI Wealth Advisors, Inc.
RPG Investment Advisory, LLC
LPL Financial LLC
Cornerstone Advisory, LLC
Cypress Capital Management LLC (WY)
TAP Consulting, LLC
Royal Bank Of Canada
Bank Of Montreal /can/
XR Securities LLC
Sowell Financial Services LLC
Sterling Financial Planning, Inc.
Burney Co/
Two Sigma Securities, Llc
Qube Research & Technologies Ltd
Capital Square, LLC
Toth Financial Advisory Corp
McCarthy Asset Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Oxinas Partners Wealth Management LLC 57,738 28.08 66,133 61.44
Stratos Wealth Advisors, LLC 29,242 28.08 29,039 61.43
Grandview Asset Management LLC 15,500 28.06 15,500 61.42
Financial Advisory Corp /ut/ /adv 7,583 28.09 6,336 61.40
Worth Asset Management, LLC 2,016 28.27 2,016 32.74
Spire Wealth Management 1,789 27.95 2,618 61.50
Sugarloaf Wealth Management, LLC 1,368 27.78 1,367 61.45
Independence Bank of Kentucky 975 27.69 550 61.82
Umb Bank N A/mo 400 27.50 400 62.50
Horan Securities, Inc. 60 33.33 25 80.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Financial Advisory Corp /ut/ /adv 1,247 7,583 28.09 6,336 61.40 19.68
Independence Bank of Kentucky 425 975 27.69 550 61.82 77.27
Stratos Wealth Advisors, LLC 203 29,242 28.08 29,039 61.43 0.70
Horan Securities, Inc. 35 60 33.33 25 80.00 140.00
Sugarloaf Wealth Management, LLC 1 1,368 27.78 1,367 61.45 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Oxinas Partners Wealth Management LLC 8,395 57,738 28.08 66,133 61.44 -12.69
Spire Wealth Management 829 1,789 27.95 2,618 61.50 -31.67
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
XR Securities LLC 0
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
Name Current Shares Current PPS Previous Shares Previous PPS
Stratos Wealth Advisors, LLC 29,242 28.08 29,039 61.43
Financial Advisory Corp /ut/ /adv 7,583 28.09 6,336 61.40
Spire Wealth Management 1,789 27.95 2,618 61.50
Umb Bank N A/mo 400 27.50 400 62.50
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Financial Advisory Corp /ut/ /adv 1,247 7,583 28.09 6,336 61.40 19.68
Stratos Wealth Advisors, LLC 203 29,242 28.08 29,039 61.43 0.70
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Spire Wealth Management 829 1,789 27.95 2,618 61.50 -31.67
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