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 357 132.00 134.61 108.46
Previous Quarter 364 133.00 134.61 109.21

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 8 75 23 1 15 6
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 6 3 19 1 14 3
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 1,311,835 0.00 0.00 0 0.00 0.00
Previous Quarter 1,311,835 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
CFS Investment Advisory Services, LLC 3,595,433 0.01
Envestnet Asset Management Inc 3,536,245 134.61
Bank Of America Corp /de/ 1,772,942 134.61
Assetmark, Inc 1,180,714 134.61
BlackRock Inc. 856,128 134.61
Richard Bernstein Advisors LLC 656,820 133.82
LPL Financial LLC 643,053 134.61
Morgan Stanley 593,561 134.61
Cwm, Llc 433,113 134.61
Advisor Group Holdings, Inc. 415,909 132.81
Park Avenue Securities Llc 349,371 134.61
Krilogy Financial LLC 250,581 120.15
Janney Montgomery Scott LLC 244,592 134.61
Jane Street Group, Llc 236,885 134.61
55i, Llc 215,606 134.61
Ameriprise Financial Inc 196,246 134.60
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 189,963 134.61
Stifel Financial Corp 183,331 134.61
Mml Investors Services, Llc 149,937 134.61
IYLD - iShares Morningstar Multi-Asset Income ETF 138,668 123.94

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
CFS Investment Advisory Services, LLC 3,595,433 0.01
Envestnet Asset Management Inc 3,536,245 134.61
Bank Of America Corp /de/ 1,772,942 134.61
Assetmark, Inc 1,180,714 134.61
BlackRock Inc. 856,128 134.61
Richard Bernstein Advisors LLC 656,820 133.82
LPL Financial LLC 643,053 134.61
Morgan Stanley 593,561 134.61
Cwm, Llc 433,113 134.61
Advisor Group Holdings, Inc. 415,909 132.81
Park Avenue Securities Llc 349,371 134.61
Janney Montgomery Scott LLC 244,592 134.61
Jane Street Group, Llc 236,885 134.61
IYLD - iShares Morningstar Multi-Asset Income ETF 225,176 143.57
55i, Llc 215,606 134.61
Ameriprise Financial Inc 196,246 134.60
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 189,963 134.61
Stifel Financial Corp 183,331 134.61
Mml Investors Services, Llc 149,937 134.61
Wells Fargo & Company/mn 136,503 134.61

 

Recent Quarter Analysis

Name Shares PPS
Foundations Investment Advisors, LLC 13,711 120.12
BYLD - iShares Yield Optimized Bond ETF 13,019 123.97
My Legacy Advisors, LLC 2,601 120.34
Raymond James Trust N.a. 1,900 120.00
Parkside Financial Bank & Trust 644 119.57
Allworth Financial LP 51 117.65
ACG Wealth 14 142.86
Prosperity Planning, Inc. 0
Name Shares PPS
Cardan Capital Partners, LLC 87,372 147.07
CMH Wealth Management LLC 51,393 134.61
Susquehanna International Group, Llp 4,600 134.57
Susquehanna International Group, Llp 4,600 134.57
Cascadia Advisory Services, LLC 1,499 147.43
IFP Advisors, Inc 995 165.83
Heritage Wealth Management, Llc 495 147.47
Parallel Advisors, LLC 366 133.88
Advocacy Wealth Management Services, LLC 84 130.95
Pinnacle Bancorp, Inc. 60 133.33
Bbva Usa 17 176.47
Carroll Financial Associates, Inc. 7 142.86
Mountain Capital Investment Advisors, Inc
Atlas Private Wealth Advisors
Moisand Fitzgerald Tamayo, LLC
Laurel Wealth Advisors LLC
Colony Group Llc
Fifth Third Bancorp
Lumature Wealth Partners, LLC
Better Money Decisions, LLC
Signature Securities Group Corporation
Mirae Asset Global Investments Co., Ltd.
Level Four Advisory Services, Llc
Benjamin Edwards Inc
CarsonAllaria Wealth Management, Ltd.
Signet Financial Management, Llc
TCI Wealth Advisors, Inc.
Aptus Capital Advisors, LLC
Penserra Capital Management LLC
Interchange Capital Partners, LLC
Monticello Wealth Management, Llc
Crown Wealth Group, LLC
RHS Financial, LLC
Ccg Wealth Management, Llc
Renaissance Technologies Llc
Boothbay Fund Management, Llc
AlphaCore Capital LLC
Regions Financial Corp
Lineweaver Wealth Advisors, LLC
Advanced Research Investment Solutions, Llc
SPC Financial, Inc.
JNBA Financial Advisors
Arkadios Wealth Advisors
Visionary Wealth Advisors
Absolute Capital Management, LLC
Ellis Investment Partners, LLC
Amplius Wealth Advisors, LLC
Spinnaker Trust
GenWealth Group, Inc.
Wealth Management Solutions, LLC
Sutton Place Investors Llc
Nomura Asset Management Co Ltd
FDx Advisors, Inc.
WLTH - LifeGoal Wealth Builder ETF
Eudaimonia Partners, LLC
Dynamic Advisor Solutions LLC
JS Capital Management LLC
Jfs Wealth Advisors, Llc
First Horizon Advisors, Inc.
Ignite Planners, LLC
Goldstream Capital Management Ltd
Northstar Advisory Group, LLC
Simplex Trading, Llc
HOM - LifeGoal Home Down Payment Investment ETF
SAVN - LifeGoal Conservative Wealth Builder ETF
Geneos Wealth Management Inc.
Qube Research & Technologies Ltd
Truvestments Capital Llc
Mcdonald Partners Llc
Shore Point Advisors, LLC
Cambridge Associates Llc /ma/ /adv
Richwood Investment Advisors, LLC
CoreCap Advisors, LLC
Robertson Stephens Wealth Management, LLC
Kestra Private Wealth Services, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Krilogy Financial LLC 250,581 120.15 116,734 134.61
IYLD - iShares Morningstar Multi-Asset Income ETF 138,668 123.94 225,176 143.57
Bridge Advisory, LLC 132,216 120.69 123,868 134.61
HYA Advisors, Inc 35,113 120.15 11,266 134.65
Cambridge Investment Research Advisors, Inc. 33,657 120.15 19,132 134.59
Private Advisor Group, LLC 18,104 120.14 10,665 134.65
Transcend Wealth Collective, Llc 17,012 120.15 15,809 134.61
Orion Portfolio Solutions, LLC 12,984 120.15 7,687 134.64
Brookstone Capital Management 11,668 118.19 9,483 126.86
Legacy Private Trust Co. 11,582 120.19 69,908 134.62
Spectrum Planning & Advisory Services Inc. 9,018 120.20 7,765 134.58
Mayflower Financial Advisors, LLC 6,408 120.16 1,898 134.35
Keystone Wealth Services, LLC 6,216 120.17 5,283 134.58
AdvisorNet Financial, Inc 5,509 120.17 5,940 134.68
Cooper Financial Group 3,713 120.12 3,358 134.60
Global Retirement Partners, LLC 3,102 120.25 2,120 124.06
Koshinski Asset Management, Inc. 1,744 1,594 134.88
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 1,400 124.29 1,400 143.57
Strategic Asset Management, LLC 1,115 120.18 1,122 134.58
Wolff Wiese Magana Llc 963 120.46 963 133.96
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 1,505 148.17 9,617 134.66
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Krilogy Financial LLC 133,847 250,581 120.15 116,734 134.61 114.66
HYA Advisors, Inc 23,847 35,113 120.15 11,266 134.65 211.67
Cambridge Investment Research Advisors, Inc. 14,525 33,657 120.15 19,132 134.59 75.92
Bridge Advisory, LLC 8,348 132,216 120.69 123,868 134.61 6.74
Private Advisor Group, LLC 7,439 18,104 120.14 10,665 134.65 69.75
Orion Portfolio Solutions, LLC 5,297 12,984 120.15 7,687 134.64 68.91
Mayflower Financial Advisors, LLC 4,510 6,408 120.16 1,898 134.35 237.62
Brookstone Capital Management 2,185 11,668 118.19 9,483 126.86 23.04
Spectrum Planning & Advisory Services Inc. 1,253 9,018 120.20 7,765 134.58 16.14
Transcend Wealth Collective, Llc 1,203 17,012 120.15 15,809 134.61 7.61
Global Retirement Partners, LLC 982 3,102 120.25 2,120 124.06 46.32
Keystone Wealth Services, LLC 933 6,216 120.17 5,283 134.58 17.66
Cooper Financial Group 355 3,713 120.12 3,358 134.60 10.57
Koshinski Asset Management, Inc. 150 1,744 1,594 134.88 9.41
Massmutual Trust Co Fsb/adv 14 14 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
IYLD - iShares Morningstar Multi-Asset Income ETF 86,508 138,668 123.94 225,176 143.57 -38.42
Legacy Private Trust Co. 58,326 11,582 120.19 69,908 134.62 -83.43
BMS Financial Advisors, LLC 8,112 1,505 148.17 9,617 134.66 -84.35
AdvisorNet Financial, Inc 431 5,509 120.17 5,940 134.68 -7.26
Strategic Asset Management, LLC 7 1,115 120.18 1,122 134.58 -0.62
Gradient Investments LLC 7 4 11 90.91 -63.64
Name Current Puts
Name Current Calls
Name
Name Previous Puts
JS Capital Management LLC 0
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 2,601 120.34
Raymond James Trust N.a. 1,900 120.00
Parkside Financial Bank & Trust 644 119.57
Allworth Financial LP 51 117.65
ACG Wealth 14 142.86
Prosperity Planning, Inc. 0
Name Shares PPS
CMH Wealth Management LLC 51,393 134.61
Crown Wealth Group, LLC
Pinnacle Bancorp, Inc. 60 133.33
Name Current Shares Current PPS Previous Shares Previous PPS
Krilogy Financial LLC 250,581 120.15 116,734 134.61
Bridge Advisory, LLC 132,216 120.69 123,868 134.61
HYA Advisors, Inc 35,113 120.15 11,266 134.65
Cambridge Investment Research Advisors, Inc. 33,657 120.15 19,132 134.59
Private Advisor Group, LLC 18,104 120.14 10,665 134.65
Transcend Wealth Collective, Llc 17,012 120.15 15,809 134.61
Orion Portfolio Solutions, LLC 12,984 120.15 7,687 134.64
Brookstone Capital Management 11,668 118.19 9,483 126.86
Spectrum Planning & Advisory Services Inc. 9,018 120.20 7,765 134.58
Mayflower Financial Advisors, LLC 6,408 120.16 1,898 134.35
Keystone Wealth Services, LLC 6,216 120.17 5,283 134.58
Cooper Financial Group 3,713 120.12 3,358 134.60
Global Retirement Partners, LLC 3,102 120.25 2,120 124.06
Koshinski Asset Management, Inc. 1,744 1,594 134.88
Strategic Asset Management, LLC 1,115 120.18 1,122 134.58
Wolff Wiese Magana Llc 963 120.46 963 133.96
Newbridge Financial Services Group, Inc. 200 120.00 200 135.00
Cordasco Financial Network 20 100.00 20 150.00
Gradient Investments LLC 4 11 90.91
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 1,505 148.17 9,617 134.66
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Krilogy Financial LLC 133,847 250,581 120.15 116,734 134.61 114.66
HYA Advisors, Inc 23,847 35,113 120.15 11,266 134.65 211.67
Cambridge Investment Research Advisors, Inc. 14,525 33,657 120.15 19,132 134.59 75.92
Bridge Advisory, LLC 8,348 132,216 120.69 123,868 134.61 6.74
Private Advisor Group, LLC 7,439 18,104 120.14 10,665 134.65 69.75
Orion Portfolio Solutions, LLC 5,297 12,984 120.15 7,687 134.64 68.91
Mayflower Financial Advisors, LLC 4,510 6,408 120.16 1,898 134.35 237.62
Brookstone Capital Management 2,185 11,668 118.19 9,483 126.86 23.04
Spectrum Planning & Advisory Services Inc. 1,253 9,018 120.20 7,765 134.58 16.14
Transcend Wealth Collective, Llc 1,203 17,012 120.15 15,809 134.61 7.61
Global Retirement Partners, LLC 982 3,102 120.25 2,120 124.06 46.32
Keystone Wealth Services, LLC 933 6,216 120.17 5,283 134.58 17.66
Cooper Financial Group 355 3,713 120.12 3,358 134.60 10.57
Koshinski Asset Management, Inc. 150 1,744 1,594 134.88 9.41
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
BMS Financial Advisors, LLC 8,112 1,505 148.17 9,617 134.66 -84.35
Gradient Investments LLC 7 4 11 90.91 -63.64
Strategic Asset Management, LLC 7 1,115 120.18 1,122 134.58 -0.62
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