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 422 47.00 47.88 45.85
Previous Quarter 449 191.00 47.88 45.99

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 4 119 40 4 15 20
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 3 4 34 3 15 16
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 1,056 0.00 0.00 0 0.00 0.00
Previous Quarter 1,056 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
Wealthfront Advisers Llc 19,560,791 47.88
Charles Schwab Investment Advisory, Inc. 13,490,449 47.88
Betterment LLC 10,007,982 47.88
Morgan Stanley 7,829,746 47.88
Bank Of America Corp /de/ 6,676,639 47.88
Fisher Asset Management, LLC 4,287,746 47.88
CFS Investment Advisory Services, LLC 3,658,463 0.02
Northwestern Mutual Wealth Management Co 3,245,844 47.88
Jane Street Group, Llc 2,702,479 47.88
Bailard, Inc. 1,217,587 47.88
UBS Group AG 1,188,249 47.88
Financial Engines Advisors L.L.C. 1,150,756 47.88
Envestnet Asset Management Inc 968,530 47.88
Fmr Llc 917,241 47.88
55i, Llc 685,935 47.88
LPL Financial LLC 646,972 47.88
Cliftonlarsonallen Wealth Advisors, Llc 587,378 45.86
Citigroup Inc 536,238 47.88
Wells Fargo & Company/mn 442,761 47.88
Royal Bank Of Canada 428,989 47.88

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
Wealthfront Advisers Llc 19,560,791 47.88
Charles Schwab Investment Advisory, Inc. 13,490,449 47.88
Betterment LLC 10,007,982 47.88
Morgan Stanley 7,829,746 47.88
Bank Of America Corp /de/ 6,676,639 47.88
Fisher Asset Management, LLC 4,287,746 47.88
CFS Investment Advisory Services, LLC 3,658,463 0.02
Northwestern Mutual Wealth Management Co 3,245,844 47.88
Jane Street Group, Llc 2,702,479 47.88
Bailard, Inc. 1,217,587 47.88
UBS Group AG 1,188,249 47.88
Financial Engines Advisors L.L.C. 1,150,756 47.88
Envestnet Asset Management Inc 968,530 47.88
Fmr Llc 917,241 47.88
Cliftonlarsonallen Wealth Advisors, Llc 778,843 47.88
55i, Llc 685,935 47.88
LPL Financial LLC 646,972 47.88
Citigroup Inc 536,238 47.88
Ritholtz Wealth Management 517,270 47.88
Wells Fargo & Company/mn 442,761 47.88

 

Recent Quarter Analysis

Name Shares PPS
Farmer Steven Patrick 61,853 45.87
My Legacy Advisors, LLC 29,655 46.37
Harbor Group, Inc. 15,800 45.89
Jordan Park Group LLC 5,410 45.84
Name Shares PPS
Pacific Edge Advisors, LLC 74,350 51.57
Derby & Company, Inc 61,887 51.58
Harborview Advisors, LLC 23,699 51.56
Bbva Usa 15,633 51.56
HB Wealth Management, LLC 15,188 47.87
C-J Advisory, Inc. 13,408 51.54
IFP Advisors, Inc 12,782 51.64
Thrive Wealth Management, LLC 12,012 47.87
Covenant Multifamily Offices, LLC 4,954 51.47
Old Port Advisors 4,323 47.88
Parallel Advisors, LLC 1,055 47.39
Vigilant Capital Management, LLC 701 48.50
West Bancorporation Inc 500 48.00
Stephenson National Bank & Trust 378 47.62
Heritage Wealth Management, Llc 277 50.54
Herold Advisors, Inc. 143 47874.13
Wealth Quarterback LLC 10
RFG Advisory, LLC
Delta Asset Management Llc/tn
First Heartland Consultants, Inc.
Boston Private Wealth Llc
David R. Rahn & Associates Inc.
Sargent Bickham Lagudis LLC
Charter Oak Capital Management, LLC
Red Door Wealth Management, LLC
Blume Capital Management, Inc.
Modus Advisors, LLC
Hexagon Capital Partners LLC
Centerpoint Advisors, LLC
Choate Investment Advisors
Ten Capital Wealth Advisors, LLC
Regal Investment Advisors LLC
Nvwm, Llc
Rivernorth Capital Management, Llc
Pinnacle Private Wealth, LLC
Cozad Asset Management Inc
Ellis Investment Partners, LLC
Paradigm Financial Partners, Llc
Flagship Private Wealth, LLC
Cypress Point Wealth Management, LLC
Strategic Blueprint, LLC
Chicago Partners Investment Group LLC
O'shaughnessy Asset Management, Llc
Integrated Capital Management, Inc.
Bivin & Associates, Inc.
First Command Financial Services, Inc.
Charles Schwab Trust Co
RiverNorth Flexible Municipal Income Fund II, Inc.
Wade G W & Inc
Paragon Capital Management Ltd
Johnson Financial Group, LLC
Arkadios Wealth Advisors
Mv Capital Management, Inc.
Orser Capital Management, Llc
Creative Financial Designs Inc /adv
Goodwin Investment Advisory
Vista Private Wealth Partners. LLC
TD Capital Management LLC
BlueCrest Capital Management Ltd
Mid Atlantic Financial Management Inc/adv
Alera Investment Advisors, LLC
Belpointe Asset Management LLC
Confluence Wealth Services, Inc.
Northwest Capital Management Inc
Sei Investments Co
CoreCap Advisors, LLC
Personal Capital Advisors Corp
Solstein Capital, LLC
Oppenheimer & Co Inc
First Command Bank
Merriman Wealth Management, LLC
Snowden Capital Advisors LLC
Mutual Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
Perigon Wealth Management, LLC
Barclays Plc
WFA of San Diego, LLC
Atlas Capital Advisors Llc
Calton & Associates, Inc.
Wunderlich Securities, Inc.
Trustcore Financial Services, Llc
Omega Financial Group, LLC
APCM Wealth Management for Individuals
Renaissance Technologies Llc
Signature Securities Group Corporation
Gerber Kawasaki Wealth & Investment Management
Empowered Funds, LLC
RiverNorth Opportunistic Municipal Income Fund, Inc.
Liberty Wealth Management Llc
Hrt Financial Lp
Northern Oak Wealth Management Inc
Rinkey Investments
RiverNorth Managed Duration Municipal Income Fund, Inc.
Pinnacle Associates Ltd
First National Trust Co
GenTrust, LLC
Holloway Wealth Management, LLC
Capital Investment Advisors, LLC
JustInvest LLC
Relative Value Partners Group, LLC
Blue Chip Partners, Inc.
Old Mission Capital Llc
Wealth Management Resources, Inc.
Kowal Investment Group, LLC
Keudell/Morrison Wealth Management
Barrett Asset Management, LLC
Portfolio Solutions, LLC
Orcam Financial Group
Bokf, Na
BKD Wealth Advisors, LLC
GWM Advisors LLC
Johnson Financial Group, Inc.
Harbour Investment Management Llc
Consolidated Planning Corp
Kayne Anderson Rudnick Investment Management Llc
Amplius Wealth Advisors, LLC
Atlas Private Wealth Advisors
Northwest Bancshares, Inc.
RiverNorth Flexible Municipal Income Fund, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cliftonlarsonallen Wealth Advisors, Llc 587,378 45.86 778,843 47.88
McAdam, LLC 227,110 45.86 227,481 47.88
Revolve Wealth Partners, LLC 170,842 45.86 252,338 47.88
Private Advisor Group, LLC 126,082 45.86 222,578 47.88
Crestwood Advisors Group LLC 114,903 45.86 165,102 47.88
Ritholtz Wealth Management 90,994 45.86 517,270 47.88
Confluence Investment Management Llc 61,853 45.87 60,661 47.87
Allworth Financial LP 53,749 45.86 2,691 47.94
Cambridge Investment Research Advisors, Inc. 39,941 45.87 38,235 47.89
Arden Trust Co 34,260 45.86 46,185 47.87
AdvisorNet Financial, Inc 30,627 45.87 30,976 47.88
Mayflower Financial Advisors, LLC 26,843 45.86 9,303 47.83
Parkside Investments, LLC 22,025 45.86 22,025 47.85
Adviser Investments LLC 20,004 45.84 13,866 47.89
First Affirmative Financial Network 18,380 45.87 18,951 47.86
Flagship Harbor Advisors, Llc 15,088 45.86 14,754 47.85
Brio Consultants, LLC 14,882 46.43 48,399 47.87
Procyon Private Wealth Partners, LLC 14,342 45.88 15,083 47.87
RDA Financial Network 12,877 45.90 15,186 47.87
Friedenthal Financial 12,819 45.87 12,457 47.84
Name Current Shares Current PPS Previous Shares Previous PPS
Wbh Advisory Inc 16,301 46.38 14,495 46.15
Massmutual Trust Co Fsb/adv 12,387 0.08 24,629 0.04
Melone Private Wealth, LLC 4,363 46.30 4,361 46.09
Global Retirement Partners, LLC 1,472 46.20 1,422 45.71
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Allworth Financial LP 51,058 53,749 45.86 2,691 47.94 1897.36
Mayflower Financial Advisors, LLC 17,540 26,843 45.86 9,303 47.83 188.54
Adviser Investments LLC 6,138 20,004 45.84 13,866 47.89 44.27
Orion Portfolio Solutions, LLC 1,811 12,550 45.90 10,739 47.86 16.86
Wbh Advisory Inc 1,806 16,301 46.38 14,495 46.15 12.46
Cambridge Investment Research Advisors, Inc. 1,706 39,941 45.87 38,235 47.89 4.46
Confluence Investment Management Llc 1,192 61,853 45.87 60,661 47.87 1.97
Transcend Wealth Collective, Llc 657 8,063 45.89 7,406 47.93 8.87
Friedenthal Financial 362 12,819 45.87 12,457 47.84 2.91
FOCUS Wealth Advisors, LLC 340 11,550 45.89 11,210 47.90 3.03
Flagship Harbor Advisors, Llc 334 15,088 45.86 14,754 47.85 2.26
Global Retirement Partners, LLC 50 1,472 46.20 1,422 45.71 3.52
Diligent Investors, LLC 4 9,367 45.91 9,363 47.85 0.04
Melone Private Wealth, LLC 2 4,363 46.30 4,361 46.09 0.05
Newbridge Financial Services Group, Inc. 1 79 50.63 78 51.28 1.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ritholtz Wealth Management 426,276 90,994 45.86 517,270 47.88 -82.41
Cliftonlarsonallen Wealth Advisors, Llc 191,465 587,378 45.86 778,843 47.88 -24.58
Private Advisor Group, LLC 96,496 126,082 45.86 222,578 47.88 -43.35
Revolve Wealth Partners, LLC 81,496 170,842 45.86 252,338 47.88 -32.30
New Potomac Partners, LLC 62,010 4,950 45.86 66,960 47.88 -92.61
Crestwood Advisors Group LLC 50,199 114,903 45.86 165,102 47.88 -30.40
Brio Consultants, LLC 33,517 14,882 46.43 48,399 47.87 -69.25
Intergy Private Wealth, LLC 26,275 6,492 45.90 32,767 47.88 -80.19
Massmutual Trust Co Fsb/adv 12,242 12,387 0.08 24,629 0.04 -49.71
Arden Trust Co 11,925 34,260 45.86 46,185 47.87 -25.82
Juncture Wealth Strategies, Llc 8,371 4,492 45.86 12,863 47.89 -65.08
Gradient Investments LLC 6,120 10,544 45.90 16,664 47.89 -36.73
RDA Financial Network 2,309 12,877 45.90 15,186 47.87 -15.20
PFG Advisors 1,965 5,065 45.80 7,030 47.94 -27.95
Lake Street Financial Llc 1,200 8,001 45.87 9,201 47.93 -13.04
Procyon Private Wealth Partners, LLC 741 14,342 45.88 15,083 47.87 -4.91
First Affirmative Financial Network 571 18,380 45.87 18,951 47.86 -3.01
McAdam, LLC 371 227,110 45.86 227,481 47.88 -0.16
AdvisorNet Financial, Inc 349 30,627 45.87 30,976 47.88 -1.13
Consilium Wealth Advisory, LLC 44 5,494 45.87 5,538 47.85 -0.79
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
My Legacy Advisors, LLC 29,655 46.37
Harbor Group, Inc. 15,800 45.89
Jordan Park Group LLC 5,410 45.84
Name Shares PPS
West Bancorporation Inc 500 48.00
Herold Advisors, Inc. 143 47874.13
HB Wealth Management, LLC 15,188 47.87
Stephenson National Bank & Trust 378 47.62
Name Current Shares Current PPS Previous Shares Previous PPS
McAdam, LLC 227,110 45.86 227,481 47.88
Revolve Wealth Partners, LLC 170,842 45.86 252,338 47.88
Private Advisor Group, LLC 126,082 45.86 222,578 47.88
Ritholtz Wealth Management 90,994 45.86 517,270 47.88
Confluence Investment Management Llc 61,853 45.87 60,661 47.87
Allworth Financial LP 53,749 45.86 2,691 47.94
Cambridge Investment Research Advisors, Inc. 39,941 45.87 38,235 47.89
Arden Trust Co 34,260 45.86 46,185 47.87
Mayflower Financial Advisors, LLC 26,843 45.86 9,303 47.83
Parkside Investments, LLC 22,025 45.86 22,025 47.85
Adviser Investments LLC 20,004 45.84 13,866 47.89
First Affirmative Financial Network 18,380 45.87 18,951 47.86
Flagship Harbor Advisors, Llc 15,088 45.86 14,754 47.85
Brio Consultants, LLC 14,882 46.43 48,399 47.87
Procyon Private Wealth Partners, LLC 14,342 45.88 15,083 47.87
RDA Financial Network 12,877 45.90 15,186 47.87
Friedenthal Financial 12,819 45.87 12,457 47.84
Orion Portfolio Solutions, LLC 12,550 45.90 10,739 47.86
FOCUS Wealth Advisors, LLC 11,550 45.89 11,210 47.90
Gradient Investments LLC 10,544 45.90 16,664 47.89
Diligent Investors, LLC 9,367 45.91 9,363 47.85
Transcend Wealth Collective, Llc 8,063 45.89 7,406 47.93
Lake Street Financial Llc 8,001 45.87 9,201 47.93
Cooper Financial Group 7,121 45.92 7,121 47.89
Intergy Private Wealth, LLC 6,492 45.90 32,767 47.88
Raymond James Trust N.a. 5,654 45.81 5,654 47.93
Consilium Wealth Advisory, LLC 5,494 45.87 5,538 47.85
PFG Advisors 5,065 45.80 7,030 47.94
New Potomac Partners, LLC 4,950 45.86 66,960 47.88
Juncture Wealth Strategies, Llc 4,492 45.86 12,863 47.89
Cordasco Financial Network 3,250 45.85 3,250 48.00
Norway Savings Bank 2,834 45.87 2,834 47.99
Optimum Investment Advisors 1,000 46.00 1,000 48.00
Newbridge Financial Services Group, Inc. 79 50.63 78 51.28
Name Current Shares Current PPS Previous Shares Previous PPS
Wbh Advisory Inc 16,301 46.38 14,495 46.15
Melone Private Wealth, LLC 4,363 46.30 4,361 46.09
Global Retirement Partners, LLC 1,472 46.20 1,422 45.71
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Allworth Financial LP 51,058 53,749 45.86 2,691 47.94 1897.36
Mayflower Financial Advisors, LLC 17,540 26,843 45.86 9,303 47.83 188.54
Adviser Investments LLC 6,138 20,004 45.84 13,866 47.89 44.27
Orion Portfolio Solutions, LLC 1,811 12,550 45.90 10,739 47.86 16.86
Wbh Advisory Inc 1,806 16,301 46.38 14,495 46.15 12.46
Cambridge Investment Research Advisors, Inc. 1,706 39,941 45.87 38,235 47.89 4.46
Confluence Investment Management Llc 1,192 61,853 45.87 60,661 47.87 1.97
Transcend Wealth Collective, Llc 657 8,063 45.89 7,406 47.93 8.87
Friedenthal Financial 362 12,819 45.87 12,457 47.84 2.91
FOCUS Wealth Advisors, LLC 340 11,550 45.89 11,210 47.90 3.03
Flagship Harbor Advisors, Llc 334 15,088 45.86 14,754 47.85 2.26
Global Retirement Partners, LLC 50 1,472 46.20 1,422 45.71 3.52
Diligent Investors, LLC 4 9,367 45.91 9,363 47.85 0.04
Melone Private Wealth, LLC 2 4,363 46.30 4,361 46.09 0.05
Newbridge Financial Services Group, Inc. 1 79 50.63 78 51.28 1.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ritholtz Wealth Management 426,276 90,994 45.86 517,270 47.88 -82.41
Private Advisor Group, LLC 96,496 126,082 45.86 222,578 47.88 -43.35
Revolve Wealth Partners, LLC 81,496 170,842 45.86 252,338 47.88 -32.30
New Potomac Partners, LLC 62,010 4,950 45.86 66,960 47.88 -92.61
Brio Consultants, LLC 33,517 14,882 46.43 48,399 47.87 -69.25
Intergy Private Wealth, LLC 26,275 6,492 45.90 32,767 47.88 -80.19
Arden Trust Co 11,925 34,260 45.86 46,185 47.87 -25.82
Juncture Wealth Strategies, Llc 8,371 4,492 45.86 12,863 47.89 -65.08
Gradient Investments LLC 6,120 10,544 45.90 16,664 47.89 -36.73
RDA Financial Network 2,309 12,877 45.90 15,186 47.87 -15.20
PFG Advisors 1,965 5,065 45.80 7,030 47.94 -27.95
Lake Street Financial Llc 1,200 8,001 45.87 9,201 47.93 -13.04
Procyon Private Wealth Partners, LLC 741 14,342 45.88 15,083 47.87 -4.91
First Affirmative Financial Network 571 18,380 45.87 18,951 47.86 -3.01
McAdam, LLC 371 227,110 45.86 227,481 47.88 -0.16
Consilium Wealth Advisory, LLC 44 5,494 45.87 5,538 47.85 -0.79
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