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 | 119 | 22.00 | 22.26 | 21.80 |
| Previous Quarter | 126 | 259.00 | 22.26 | 30.65 |
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 | 34 | 7 | 0 | 4 | 0 |
| 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 | 2 | 6 | 0 | 3 | 0 |
| 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 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 |
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 | 1,865,695 | 22.26 |
| Raymond James & Associates | 901,762 | 22.26 |
| Royal Bank Of Canada | 743,774 | 22.26 |
| Raymond James Financial Services Advisors, Inc. | 723,683 | 22.26 |
| Wells Fargo & Company/mn | 716,219 | 22.26 |
| UBS Group AG | 278,857 | 22.26 |
| Ameriprise Financial Inc | 224,474 | 22.26 |
| First Trust Advisors Lp | 172,805 | 22.26 |
| Steward Partners Investment Advisory, Llc | 153,057 | 0.02 |
| Bank Of America Corp /de/ | 139,548 | 22.26 |
| LPL Financial LLC | 127,148 | 22.26 |
| Wedbush Securities Inc | 122,803 | 22.26 |
| Wolverine Asset Management Llc | 111,988 | 22.25 |
| Stifel Financial Corp | 111,434 | 22.26 |
| Advisor Resource Council | 108,608 | 22.26 |
| Commonwealth Equity Services, Llc | 98,445 | 22.26 |
| Aviance Capital Partners, LLC | 95,693 | 22.26 |
| Janney Montgomery Scott LLC | 80,352 | 22.26 |
| Cohen & Steers Closed-end Opportunity Fund, Inc. | 69,045 | 22.26 |
| Cohen & Steers, Inc. | 69,045 | 22.26 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 1,865,695 | 22.26 |
| Raymond James & Associates | 901,762 | 22.26 |
| Royal Bank Of Canada | 743,774 | 22.26 |
| Raymond James Financial Services Advisors, Inc. | 723,683 | 22.26 |
| Wells Fargo & Company/mn | 716,219 | 22.26 |
| UBS Group AG | 278,857 | 22.26 |
| Ameriprise Financial Inc | 224,474 | 22.26 |
| First Trust Advisors Lp | 172,805 | 22.26 |
| Steward Partners Investment Advisory, Llc | 153,057 | 0.02 |
| Bank Of America Corp /de/ | 139,548 | 22.26 |
| LPL Financial LLC | 127,148 | 22.26 |
| Wedbush Securities Inc | 122,803 | 22.26 |
| Wolverine Asset Management Llc | 111,988 | 22.25 |
| Stifel Financial Corp | 111,434 | 22.26 |
| Advisor Resource Council | 108,608 | 22.26 |
| Commonwealth Equity Services, Llc | 98,445 | 22.26 |
| Aviance Capital Partners, LLC | 95,693 | 22.26 |
| Janney Montgomery Scott LLC | 80,352 | 22.26 |
| Cohen & Steers Closed-end Opportunity Fund, Inc. | 69,045 | 22.26 |
| Cohen & Steers, Inc. | 69,045 | 22.26 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Capital Investment Advisors, LLC | 9,300 | 22.26 |
| Koshinski Asset Management, Inc. | 5,142 | 22.17 |
| Herold Advisors, Inc. | 3,250 | 22260.00 |
| Future Financial Wealth Managment LLC | 2,300 | 22.17 |
| Virtu Financial LLC | ||
| Citigroup Inc | ||
| Enterprise Trust & Investment Co | ||
| Amplius Wealth Advisors, LLC | ||
| Apollon Wealth Management, LLC | ||
| Stephenson National Bank & Trust | ||
| Cornerstone Advisors Inc | ||
| Arkadios Wealth Advisors | ||
| Mid Atlantic Financial Management Inc/adv | ||
| CoreCap Advisors, LLC | ||
| StoneX Group Inc. | ||
| Tower View Investment Management & Research LLC | ||
| FNY Investment Advisers, LLC | ||
| AdvisorNet Financial, Inc | ||
| Plante Moran Financial Advisors, LLC | ||
| Glenmede Trust Co Na | ||
| Thompson Davis & Co., Inc. | ||
| Proequities, Inc. | ||
| Delta Asset Management Llc/tn | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Stephens Inc /ar/ | ||
| Harbour Investments, Inc. | ||
| Moors & Cabot, Inc. | ||
| Huntington National Bank | ||
| Advisors Asset Management, Inc. | ||
| Bank Of Montreal /can/ | ||
| D'Orazio & Associates, Inc. | ||
| Chemistry Wealth Management LLC | ||
| Stolper Co |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 66,927 | 19.95 | 66,880 | 22.26 |
| Private Advisor Group, LLC | 50,180 | 19.95 | 47,658 | 22.26 |
| Wiley Bros.-aintree Capital, Llc | 15,569 | 19.91 | 15,334 | 22.24 |
| Vigilare Wealth Management | 13,950 | 19.93 | 13,950 | 22.29 |
| Raymond James Trust N.a. | 13,930 | 19.96 | 13,930 | 22.25 |
| Gradient Investments LLC | 1,000 | 20.00 | 1,000 | 22.00 |
| Sugarloaf Wealth Management, LLC | 200 | 20.00 | 196 | 20.41 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Herold Advisors, Inc. | 3,250 | 22260.00 |
| Koshinski Asset Management, Inc. | 5,142 | 22.17 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 66,927 | 19.95 | 66,880 | 22.26 |
| Private Advisor Group, LLC | 50,180 | 19.95 | 47,658 | 22.26 |
| Vigilare Wealth Management | 13,950 | 19.93 | 13,950 | 22.29 |
| Raymond James Trust N.a. | 13,930 | 19.96 | 13,930 | 22.25 |
| Gradient Investments LLC | 1,000 | 20.00 | 1,000 | 22.00 |
| Sugarloaf Wealth Management, LLC | 200 | 20.00 | 196 | 20.41 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|