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 73 31.00 30.72 30.70
Previous Quarter 79 33.00 31.86 34.63

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 25 36 2 14 15
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 1 1 20 0 7 8
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
LPL Financial LLC 465,864 30.71
Portfolio Strategies, Inc. 92,118 30.47
Capital Advisory Group Advisory Services, LLC 91,385 30.72
Cambridge Investment Research Advisors, Inc. 69,059 30.71
Redwood Financial Network Corp 67,338 30.71
Advisor Group Holdings, Inc. 40,161 30.70
Walker Asset Management, LLC 39,572 30.70
HighTower Advisors, LLC 33,288 30.67
Bridge Advisory, LLC 27,293 30.70
Ameritas Advisory Services, LLC 26,120 30.70
Citadel Advisors Llc 24,815 31.88
Raymond James Financial Services Advisors, Inc. 23,942 30.70
Commonwealth Equity Services, Llc 23,736 30.71
Susquehanna International Group, Llp 21,018 30.74
Wealthfront Advisers Llc 19,259 30.74
Private Advisor Group, LLC 16,241 30.72
Cetera Advisor Networks LLC 13,342 30.73
Royal Bank Of Canada 12,601 30.71
Prospera Financial Services Inc 12,529 30.73
Stifel Financial Corp 12,425 30.74

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
LPL Financial LLC 478,511 31.86
Clear Perspective Advisors, LLC 319,773 44.15
Capital Advisory Group Advisory Services, LLC 107,926 33.89
Portfolio Strategies, Inc. 95,670 31.98
Cambridge Investment Research Advisors, Inc. 72,990 31.85
Redwood Financial Network Corp 67,512 31.86
Advisor Group Holdings, Inc. 41,201 31.84
Walker Asset Management, LLC 28,523 31.87
Bridge Advisory, LLC 27,990 32.58
Ameritas Advisory Services, LLC 27,141 31.87
Flow Traders U.s. Llc 26,598 44.14
Commonwealth Equity Services, Llc 25,487 31.86
Citadel Advisors Llc 24,815 31.88
Raymond James Financial Services Advisors, Inc. 23,427 31.84
Wealthfront Advisers Llc 16,326 31.85
D.a. Davidson & Co. 15,386 31.85
Susquehanna International Group, Llp 14,550 31.89
Cetera Advisor Networks LLC 13,342 31.85
HighTower Advisors, LLC 13,001 31.77
Wells Fargo & Company/mn 12,664 31.82

 

Recent Quarter Analysis

Name Shares PPS
Guardian Wealth Advisors, LLC 6,729 30.76
Beacon Capital Management, LLC 480 31.25
Name Shares PPS
Clear Perspective Advisors, LLC 319,773 44.15
Flow Traders U.s. Llc 26,598 44.14
D.a. Davidson & Co. 15,386 31.85
Beacon Pointe Advisors, LLC 12,237 31.79
Advisor Resource Council 7,717 31.75
TruWealth Advisors, LLC 7,261 31.81
Carroll Financial Associates, Inc. 1,473 44.13
BerganKDV Wealth Management, LLC
Steward Partners Investment Advisory, Llc
Gradient Investments LLC
GPS Wealth Strategies Group, LLC
Wealthcare Advisory Partners LLC
Proequities, Inc.
CIBC Private Wealth Group, LLC
Kingsview Wealth Management, LLC
IFP Advisors, Inc
Equitable Holdings, Inc.
Huntington National Bank
Jane Street Group, Llc
Northwestern Mutual Wealth Management Co
Marathon Capital Management
Advisory Services Network, LLC
J.w. Cole Advisors, Inc.
Cetera Advisors LLC
Columbia Asset Management
Name Current Shares Current PPS Previous Shares Previous PPS
LPL Financial LLC 465,864 30.71 478,511 31.86
Portfolio Strategies, Inc. 92,118 30.47 95,670 31.98
Capital Advisory Group Advisory Services, LLC 91,385 30.72 107,926 33.89
Cambridge Investment Research Advisors, Inc. 69,059 30.71 72,990 31.85
Redwood Financial Network Corp 67,338 30.71 67,512 31.86
Advisor Group Holdings, Inc. 40,161 30.70 41,201 31.84
Walker Asset Management, LLC 39,572 30.70 28,523 31.87
HighTower Advisors, LLC 33,288 30.67 13,001 31.77
Bridge Advisory, LLC 27,293 30.70 27,990 32.58
Ameritas Advisory Services, LLC 26,120 30.70 27,141 31.87
Raymond James Financial Services Advisors, Inc. 23,942 30.70 23,427 31.84
Commonwealth Equity Services, Llc 23,736 30.71 25,487 31.86
Susquehanna International Group, Llp 21,018 30.74 14,550 31.89
Wealthfront Advisers Llc 19,259 30.74 16,326 31.85
Cetera Advisor Networks LLC 13,342 30.73 13,342 31.85
Royal Bank Of Canada 12,601 30.71 12,485 31.88
Prospera Financial Services Inc 12,529 30.73 9,766 31.85
Stifel Financial Corp 12,425 30.74 11,850 31.90
Total Clarity Wealth Management, Inc. 11,535 30.69 9,607 31.85
AE Wealth Management LLC 10,096 30.71 10,122 31.81
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 16,241 30.72 0
Koshinski Asset Management, Inc. 1,909 0.52 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
HighTower Advisors, LLC 20,287 33,288 30.67 13,001 31.77 156.04
Private Advisor Group, LLC 16,241 16,241 30.72 0 0.00
Walker Asset Management, LLC 11,049 39,572 30.70 28,523 31.87 38.74
Susquehanna International Group, Llp 6,468 21,018 30.74 14,550 31.89 44.45
Wealthfront Advisers Llc 2,933 19,259 30.74 16,326 31.85 17.97
Prospera Financial Services Inc 2,763 12,529 30.73 9,766 31.85 28.29
Total Clarity Wealth Management, Inc. 1,928 11,535 30.69 9,607 31.85 20.07
Koshinski Asset Management, Inc. 1,909 1,909 0.52 0 0.00
UBS Group AG 1,652 2,039 30.90 387 31.01 426.87
Stifel Financial Corp 575 12,425 30.74 11,850 31.90 4.85
Morgan Stanley 550 3,607 30.77 3,057 31.73 17.99
Raymond James Financial Services Advisors, Inc. 515 23,942 30.70 23,427 31.84 2.20
Cwm, Llc 143 509 31.43 366 32.79 39.07
Royal Bank Of Canada 116 12,601 30.71 12,485 31.88 0.93
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Advisory Group Advisory Services, LLC 16,541 91,385 30.72 107,926 33.89 -15.33
LPL Financial LLC 12,647 465,864 30.71 478,511 31.86 -2.64
Wells Fargo & Company/mn 5,648 7,016 30.64 12,664 31.82 -44.60
Cambridge Investment Research Advisors, Inc. 3,931 69,059 30.71 72,990 31.85 -5.39
Portfolio Strategies, Inc. 3,552 92,118 30.47 95,670 31.98 -3.71
Lakeview Capital Partners, LLC 3,075 8,956 30.71 12,031 31.83 -25.56
Commonwealth Equity Services, Llc 1,751 23,736 30.71 25,487 31.86 -6.87
Advisor Group Holdings, Inc. 1,040 40,161 30.70 41,201 31.84 -2.52
Ameritas Advisory Services, LLC 1,021 26,120 30.70 27,141 31.87 -3.76
Bridge Advisory, LLC 697 27,293 30.70 27,990 32.58 -2.49
Envestnet Asset Management Inc 562 8,755 30.73 9,317 31.88 -6.03
Raymond James & Associates 500 9,096 30.67 9,596 31.89 -5.21
Redwood Financial Network Corp 174 67,338 30.71 67,512 31.86 -0.26
Fmr Llc 80 4,866 30.62 4,946 31.95 -1.62
AE Wealth Management LLC 26 10,096 30.71 10,122 31.81 -0.26
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
Guardian Wealth Advisors, LLC 6,729 30.76
Name Shares PPS
Beacon Pointe Advisors, LLC 12,237 31.79
Name Current Shares Current PPS Previous Shares Previous PPS
LPL Financial LLC 465,864 30.71 478,511 31.86
Advisor Group Holdings, Inc. 40,161 30.70 41,201 31.84
HighTower Advisors, LLC 33,288 30.67 13,001 31.77
Ameritas Advisory Services, LLC 26,120 30.70 27,141 31.87
Commonwealth Equity Services, Llc 23,736 30.71 25,487 31.86
Susquehanna International Group, Llp 21,018 30.74 14,550 31.89
Wealthfront Advisers Llc 19,259 30.74 16,326 31.85
Cetera Advisor Networks LLC 13,342 30.73 13,342 31.85
Royal Bank Of Canada 12,601 30.71 12,485 31.88
Stifel Financial Corp 12,425 30.74 11,850 31.90
Lakeview Capital Partners, LLC 8,956 30.71 12,031 31.83
Envestnet Asset Management Inc 8,755 30.73 9,317 31.88
Cable Hill Partners, LLC 8,300 30.72 8,300 31.81
Wells Fargo & Company/mn 7,016 30.64 12,664 31.82
Glassman Wealth Services 6,729 30.76 6,729 31.80
Fmr Llc 4,866 30.62 4,946 31.95
Morgan Stanley 3,607 30.77 3,057 31.73
Baystate Wealth Management LLC 2,200 30.91 2,200 31.82
UBS Group AG 2,039 30.90 387 31.01
Parallel Advisors, LLC 333 30.03 333 33.03
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
HighTower Advisors, LLC 20,287 33,288 30.67 13,001 31.77 156.04
Susquehanna International Group, Llp 6,468 21,018 30.74 14,550 31.89 44.45
Wealthfront Advisers Llc 2,933 19,259 30.74 16,326 31.85 17.97
UBS Group AG 1,652 2,039 30.90 387 31.01 426.87
Stifel Financial Corp 575 12,425 30.74 11,850 31.90 4.85
Morgan Stanley 550 3,607 30.77 3,057 31.73 17.99
Royal Bank Of Canada 116 12,601 30.71 12,485 31.88 0.93
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
LPL Financial LLC 12,647 465,864 30.71 478,511 31.86 -2.64
Wells Fargo & Company/mn 5,648 7,016 30.64 12,664 31.82 -44.60
Lakeview Capital Partners, LLC 3,075 8,956 30.71 12,031 31.83 -25.56
Commonwealth Equity Services, Llc 1,751 23,736 30.71 25,487 31.86 -6.87
Advisor Group Holdings, Inc. 1,040 40,161 30.70 41,201 31.84 -2.52
Ameritas Advisory Services, LLC 1,021 26,120 30.70 27,141 31.87 -3.76
Envestnet Asset Management Inc 562 8,755 30.73 9,317 31.88 -6.03
Fmr Llc 80 4,866 30.62 4,946 31.95 -1.62
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