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.
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.
Recent Quarter 4 New Institutes added
position
| Name |
Shares |
PPS |
| Renaissance Technologies Llc |
7,900
|
101.52 |
| Tower Research Capital LLC (TRC) |
979
|
101.12 |
| Pnc Financial Services Group, Inc. |
250
|
100.00 |
| Heritage Wealth Management, Llc |
150
|
101460.00 |
Recent Quarter 31 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Jane Street Group, Llc |
79,500
|
71.81 |
| Jane Street Group, Llc |
79,500
|
71.81 |
| Citadel Advisors Llc |
42,400
|
71.82 |
| IMC-Chicago, LLC |
16,818
|
71.83 |
| HAP Trading, LLC |
16,300
|
6.01 |
| Goldman Sachs Group Inc |
13,063
|
71.81 |
| Flow Traders U.s. Llc |
10,313
|
54.49 |
| Md Sass Investors Services Inc |
8,355
|
71.81 |
| Capital Investment Counsel, Inc |
7,857
|
71.78 |
| Virtu Financial LLC |
6,349
|
71.82 |
| Dravo Bay Llc |
44
|
71818.18 |
| Newbridge Financial Services Group, Inc. |
26
|
76.92 |
| Fortitude Advisory Group L.L.C. |
6
|
|
| AdvisorNet Financial, Inc |
|
| Lido Advisors, LLC |
|
| Proequities, Inc. |
|
| Warberg Asset Management LLC |
|
| Wolverine Trading, Llc |
|
| Qube Research & Technologies Ltd |
|
| Wolverine Trading, Llc |
|
| Parallax Volatility Advisers, L.P. |
|
| Game Plan Financial Advisors, LLC |
|
| Huntington National Bank |
|
| Dynamic Advisor Solutions LLC |
|
| Lakeview Capital Partners, LLC |
|
| Prelude Capital Management, Llc |
|
| Crescent Capital Consulting, LLC |
|
| Cornerstone Advisory, LLC |
|
| Inverness Counsel Llc /ny/ |
|
| Parallax Volatility Advisers, L.P. |
|
| Tru Independence Asset Management 2, Llc |
|
Recent Quarter 1 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Mizuho Securities Co. Ltd. |
25
|
40.00 |
28
|
71.43 |
Recent Quarter 27 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Susquehanna International Group, Llp |
442,400
|
101.46 |
301,600
|
71.81 |
| Cutler Group LP |
76,500
|
14.13 |
49,100
|
8.04 |
| Royal Bank Of Canada |
72,624
|
101.45 |
387
|
72.35 |
| Cim, Llc |
54,509
|
107.08 |
60,648
|
87.92 |
| TRUE Private Wealth Advisors |
47,913
|
101.45 |
45,219
|
96.75 |
| Citadel Advisors Llc |
46,600
|
101.46 |
42,400
|
71.82 |
| Gagnon Advisors, LLC |
46,051
|
101.45 |
46,051
|
71.81 |
| Jane Street Group, Llc |
38,319
|
101.46 |
79,500
|
71.81 |
| Gagnon Securities Llc |
32,807
|
101.47 |
32,812
|
71.80 |
| SG Americas Securities, LLC |
21,186
|
101.48 |
0
|
|
| Key Colony Management, LLC |
15,000
|
101.47 |
15,000
|
71.80 |
| Jfs Wealth Advisors, Llc |
4,900
|
101.43 |
5,800
|
71.72 |
| Hrt Financial Lp |
4,429
|
101.38 |
13,146
|
71.81 |
| Barclays Plc |
3,650
|
101.37 |
250
|
72.00 |
| Old Mission Capital Llc |
3,363
|
101.40 |
3,560
|
71.91 |
| McGuire Investment Group, LLC |
3,350
|
101.49 |
3,350
|
71.94 |
| Simplex Trading, Llc |
3,307
|
101.30 |
7,541
|
64.98 |
| Roosevelt Investment Group Llc |
2,029
|
101.53 |
3,079
|
71.78 |
| Sandy Spring Bank |
2,000
|
101.50 |
1,000
|
72.00 |
| Banque Cantonale Vaudoise |
2,000
|
101.50 |
2,000
|
71.50 |
Recent Quarter 9 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Royal Bank Of Canada |
72,237
|
72,624
|
101.45 |
387
|
72.35 |
18665.89 |
| SG Americas Securities, LLC |
21,186
|
21,186
|
101.48 |
0
|
|
0.00 |
| Barclays Plc |
3,400
|
3,650
|
101.37 |
250
|
72.00 |
1360.00 |
| TRUE Private Wealth Advisors |
2,694
|
47,913
|
101.45 |
45,219
|
96.75 |
5.96 |
| Sandy Spring Bank |
1,000
|
2,000
|
101.50 |
1,000
|
72.00 |
100.00 |
| Citigroup Inc |
695
|
957
|
101.36 |
262
|
72.52 |
265.27 |
| Jpmorgan Chase & Co |
501
|
501
|
101.80 |
0
|
|
0.00 |
| Advisor Group Holdings, Inc. |
131
|
205
|
102.44 |
74
|
67.57 |
177.03 |
| CoreCap Advisors, LLC |
100
|
100
|
100.00 |
0
|
|
0.00 |
Recent Quarter 11 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Jane Street Group, Llc |
41,181
|
38,319
|
101.46 |
79,500
|
71.81 |
-51.80 |
| UBS Group AG |
13,126
|
27
|
111.11 |
13,153
|
71.77 |
-99.79 |
| Hrt Financial Lp |
8,717
|
4,429
|
101.38 |
13,146
|
71.81 |
-66.31 |
| Cim, Llc |
6,139
|
54,509
|
107.08 |
60,648
|
87.92 |
-10.12 |
| Simplex Trading, Llc |
4,234
|
3,307
|
101.30 |
7,541
|
64.98 |
-56.15 |
| Roosevelt Investment Group Llc |
1,050
|
2,029
|
101.53 |
3,079
|
71.78 |
-34.10 |
| Jfs Wealth Advisors, Llc |
900
|
4,900
|
101.43 |
5,800
|
71.72 |
-15.52 |
| Old Mission Capital Llc |
197
|
3,363
|
101.40 |
3,560
|
71.91 |
-5.53 |
| Morgan Stanley |
193
|
1,207
|
101.08 |
1,400
|
72.14 |
-13.79 |
| Gagnon Securities Llc |
5
|
32,807
|
101.47 |
32,812
|
71.80 |
-0.02 |
| Mizuho Securities Co. Ltd. |
3
|
25
|
40.00 |
28
|
71.43 |
-10.71 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 1 Previous Institutes
closed Put
Positions
| Name |
Previous Puts |
| Wolverine Trading, Llc |
0
|
Recent Quarter 3 Previous
Institutes closed Call
Positions
| Name |
Previous Calls |
| HAP Trading, LLC |
16,300
|
| Warberg Asset Management LLC |
0
|
| Prelude Capital Management, Llc |
0
|
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 0 New Institutes added
position
Past Week 0 Institutes closed out their
positions
Past Week 0 Institutes averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 0 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 0 Institutes Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
Past Week 0 Institutes Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
Past Week 0 Institutes Increased
Puts
| Name |
Increased Puts |
Current Puts |
Previous Puts |
Percentage Increase |
Past Week 0 Institutes Increased
Calls
| Name |
Increased Calls |
Current Calls |
Previous Calls |
Percentage Increase |
Recent Quarter 0 Institutes Increased
Short Positions
Past Week 0 Institutes Reduced Puts
| Name |
Reduced Puts |
Current Puts |
Previous Puts |
Percent Decrease |
Past Week 0 Institutes Reduced
Calls
| Name |
Reduced Calls |
Current Calls |
Previous Calls |
Percent Decrease |
Past Week 0 Institutes Reduced Short
Positions