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 430 312.00 44.76 52.94
Previous Quarter 453 302.00 44.77 53.79

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 2 115 44 1 17 23
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 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 5 39 1 15 21
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 128 0.00 0.00 0 0.00 0.00
Previous Quarter 128 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 5,174,120 44.77
Morgan Stanley 3,235,907 44.77
Advisor Group Holdings, Inc. 2,351,234 44.17
Bank Of America Corp /de/ 1,927,107 44.77
UBS Group AG 1,836,381 44.77
Capital Advisors Inc/ok 1,728,660 42.18
Brinker Capital Investments, LLC 1,200,009 44.77
Wells Fargo & Company/mn 1,079,952 44.77
Janney Capital Management LLC 947,736 44.77
Envestnet Asset Management Inc 893,004 44.77
Johnson Bixby & Associates, LLC 678,453 42.18
Spinnaker Investment Group, LLC 674,023 44.67
Royal Bank Of Canada 619,129 44.77
Bank of New York Mellon Corp 559,726 44.77
Barry Investment Advisors, LLC 558,418 44.77
Prestige Wealth Management Group LLC 556,218 44.77
McNamara Financial Services, Inc. 546,692 42.18
Jpmorgan Chase & Co 511,690 44.77
HighTower Advisors, LLC 449,904 44.75
Weatherly Asset Management L. P. 425,846 44.77

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 5,174,120 44.77
Morgan Stanley 3,235,907 44.77
Advisor Group Holdings, Inc. 2,351,234 44.17
Capital Advisors Inc/ok 2,014,400 44.77
Bank Of America Corp /de/ 1,927,107 44.77
UBS Group AG 1,836,381 44.77
Brinker Capital Investments, LLC 1,200,009 44.77
Wells Fargo & Company/mn 1,079,952 44.77
Janney Capital Management LLC 947,736 44.77
Envestnet Asset Management Inc 893,004 44.77
Johnson Bixby & Associates, LLC 700,579 44.77
Spinnaker Investment Group, LLC 674,023 44.67
Royal Bank Of Canada 619,129 44.77
Bank of New York Mellon Corp 559,726 44.77
Barry Investment Advisors, LLC 558,418 44.77
Prestige Wealth Management Group LLC 556,218 44.77
McNamara Financial Services, Inc. 542,345 44.77
Jpmorgan Chase & Co 511,690 44.77
HighTower Advisors, LLC 449,904 44.75
Weatherly Asset Management L. P. 425,846 44.77

 

Recent Quarter Analysis

Name Shares PPS
Webster Bank, N. A. 132,276 42.18
New England Professional Planning Group Inc. 5,663 42.20
Name Shares PPS
Cardinal Point Wealth Management LLC 219,581 48.32
CLERX - CLS Growth and Income Fund Class N 196,922 47.89
Brouwer & Janachowski, LLC 180,800 48.32
Homrich & Berg 165,560 48.32
Webster Bank, N. A. 155,472 44.77
CLFLX - CLS Flexible Income Fund Class N Shares 100,689 47.89
Spotlight Asset Group, Inc. 100,415 48.32
Paladin Advisory Group, LLC 60,571 44.58
Procyon Private Wealth Partners, LLC 13,184 44.75
Stonehearth Capital Management, LLC 7,354
Miracle Mile Advisors, LLC 7,006 44.82
Hochman Cole Investment Advisors, Inc. 4,816 48.38
Qp Wealth Management, Llc 4,499 44.68
IFP Advisors, Inc 3,108 47.62
Parkside Financial Bank & Trust 1,208 44.70
Future Financial Wealth Managment LLC 555 45.05
Heritage Wealth Management, Llc 468 49.15
Bbva Usa 147 47.62
Sargent Bickham Lagudis LLC 45 44.44
Parallel Advisors, LLC 16 62.50
Gradient Investments LLC
Firestone Capital Management
Virtu Financial LLC
Brookstone Capital Management
Cahill Financial Advisors Inc
M&t Bank Corp
Stelac Advisory Services LLC
Financial Advantage, Inc.
Reilly Financial Advisors, Llc
Howe & Rusling Inc
Goldman Sachs Group Inc
Kingfisher Capital LLC
Asset Management Resources, LLC
Proequities, Inc.
Kavar Capital Partners Group, Llc
Bessemer Group Inc
Horizon Financial Services, Llc
Investors Financial Group, LLC
Capital Directions Investment Advisors, LLC
Wetherby Asset Management Inc
Confluence Wealth Services, Inc.
Fifth Third Bancorp
Towercrest Capital Management
AE Wealth Management LLC
Wealth Alliance
Covington Capital Management
First Heartland Consultants, Inc.
Global Trust Asset Management, LLC
Resources Investment Advisors, LLC.
Meridian Financial Partners LLC
Pettinga Financial Advisors, LLC
Citadel Advisors Llc
Moloney Securities Asset Management, LLC
First Capital Advisors Group, LLC.
Principal Financial Group Inc
WASHINGTON TRUST Co
BDO Wealth Advisors, LLC
Flagship Private Wealth, LLC
Mutual Advisors, LLC
StoneX Group Inc.
Intersect Capital LLC
Gerber Kawasaki Wealth & Investment Management
Advisory Services Network, LLC
Cornerstone Advisory, LLC
Kercheville Advisors, LLC
Institute for Wealth Management, LLC.
Pasadena Private Wealth, LLC
Clay Northam Wealth Management, LLC
Sigma Planning Corp
Advisor Resource Council
Colonial River Wealth Management, LLC
Old Mission Capital Llc
Aries Wealth Management
Pallas Capital Advisors LLC
Barclays Plc
CX Institutional
Optimum Investment Advisors
Aft, Forsyth & Sober, LLC
Sentinel Pension Advisors Inc
Northwest Bancshares, Inc.
Retirement Planning Co of New England, Inc.
Capital Wealth Alliance, LLC
Mission Wealth Management, Lp
TD Capital Management LLC
Demars Financial Group, LLC
Marshall Financial Group LLC
D.a. Davidson & Co.
Atlas Private Wealth Advisors
Virtue Capital Management, LLC
Viridian Ria, Llc
CoreCap Advisors, LLC
Onyx Bridge Wealth Group LLC
Oakworth Capital, Inc.
Amplius Wealth Advisors, LLC
Taddei, Ludwig & Associates, Inc.
Advisors Preferred, LLC
Kowal Investment Group, LLC
1st Source Bank
Pointe Capital Management LLC
Alera Investment Advisors, LLC
Johnson Financial Group, Inc.
Frontier Wealth Management LLC
Alliance Wealth Management Group
Kelman-Lazarov, Inc.
Us Financial Advisors, Llc
Harvest Investment Services, LLC
Headinvest, Llc
Horizon Investments, LLC
Canton Hathaway, LLC
Founders Financial Securities Llc
Rainey & Randall Investment Management Inc.
Advisory Alpha, LLC
Jones Financial Companies Lllp
Emerald Investment Partners, Llc
Overbrook Management Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Capital Advisors Inc/ok 1,728,660 42.18 2,014,400 44.77
Johnson Bixby & Associates, LLC 678,453 42.18 700,579 44.77
McNamara Financial Services, Inc. 546,692 42.18 542,345 44.77
Cambridge Investment Research Advisors, Inc. 404,227 42.18 409,610 44.77
Koshinski Asset Management, Inc. 382,450 0.04 381,502 44.77
Leicht Financial Planning & Wealth Management, Inc. 375,334 21.11 188,799 44.77
Dock Street Asset Management Inc 339,834 42.18 333,750 44.77
Ford Financial Group, LLC 321,825 42.18 11,878 44.70
Private Advisor Group, LLC 256,028 42.18 215,221 44.77
ACG Wealth 241,468 42.18 238,980 44.77
Valley National Advisers Inc 218,972 42.14 244,470 44.77
HB Wealth Management, LLC 205,116 42.18 164,844 44.77
Signature Estate & Investment Advisors Llc 166,011 42.18 177,695 44.77
New England Guild Wealth Advisors, Inc. 103,920 42.18 107,982 44.77
AdvisorNet Financial, Inc 86,470 42.18 75,710 44.78
Orion Portfolio Solutions, LLC 85,205 42.18 85,230 44.77
EWG Elevate Inc. 83,969 42.18 95,174 44.77
Fusion Capital, LLC 83,480 42.18 107,583 44.77
John W. Brooker & Co., CPAs 74,619 42.17 85,950 44.77
Connecticut Wealth Management, LLC 66,310 42.18 93,692 44.77
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 16,812 0.06 36,578 0.05
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Ford Financial Group, LLC 309,947 321,825 42.18 11,878 44.70 2609.42
Leicht Financial Planning & Wealth Management, Inc. 186,535 375,334 21.11 188,799 44.77 98.80
Private Advisor Group, LLC 40,807 256,028 42.18 215,221 44.77 18.96
HB Wealth Management, LLC 40,272 205,116 42.18 164,844 44.77 24.43
Flagship Harbor Advisors, Llc 15,811 44,366 42.17 28,555 44.76 55.37
AdvisorNet Financial, Inc 10,760 86,470 42.18 75,710 44.78 14.21
Dock Street Asset Management Inc 6,084 339,834 42.18 333,750 44.77 1.82
New Potomac Partners, LLC 6,050 38,340 42.18 32,290 44.78 18.74
McNamara Financial Services, Inc. 4,347 546,692 42.18 542,345 44.77 0.80
ACG Wealth 2,488 241,468 42.18 238,980 44.77 1.04
Strategic Asset Management, LLC 1,477 4,502 42.20 3,025 44.63 48.83
Koshinski Asset Management, Inc. 948 382,450 0.04 381,502 44.77 0.25
Cooper Financial Group 891 35,738 42.17 34,847 44.77 2.56
Calton & Associates, Inc. 247 32,435 42.18 32,188 44.77 0.77
Dividend Asset Capital, Llc 191 227 44.05 36 55.56 530.56
Guardian Financial Partners, LLC 177 27,875 42.19 27,698 43.54 0.64
Koss-Olinger Consulting, LLC 30 9,585 42.15 9,555 44.79 0.31
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Advisors Inc/ok 285,740 1,728,660 42.18 2,014,400 44.77 -14.18
Krilogy Financial LLC 165,762 43,496 42.19 209,258 44.77 -79.21
Connecticut Wealth Management, LLC 27,382 66,310 42.18 93,692 44.77 -29.23
Valley National Advisers Inc 25,498 218,972 42.14 244,470 44.77 -10.43
Fusion Capital, LLC 24,103 83,480 42.18 107,583 44.77 -22.40
Minot Wealth Management LLC 23,570 18,670 42.21 42,240 44.77 -55.80
Johnson Bixby & Associates, LLC 22,126 678,453 42.18 700,579 44.77 -3.16
Arkadios Wealth Advisors 19,766 16,812 0.06 36,578 0.05 -54.04
Signature Estate & Investment Advisors Llc 11,684 166,011 42.18 177,695 44.77 -6.58
John W. Brooker & Co., CPAs 11,331 74,619 42.17 85,950 44.77 -13.18
EWG Elevate Inc. 11,205 83,969 42.18 95,174 44.77 -11.77
Cambridge Investment Research Advisors, Inc. 5,383 404,227 42.18 409,610 44.77 -1.31
Blue Zone Wealth Advisors, LLC 4,226 57,008 42.19 61,234 44.76 -6.90
New England Guild Wealth Advisors, Inc. 4,062 103,920 42.18 107,982 44.77 -3.76
Carlton Hofferkamp & Jenks Wealth Management, LLC 2,268 46,012 42.08 48,280 44.01 -4.70
Tsfg, Llc 1,988 1,895 42.22 3,883 44.81 -51.20
Global Retirement Partners, LLC 1,299 40,873 42.18 42,172 43.25 -3.08
Bridge Advisory, LLC 1,009 7,418 42.06 8,427 44.74 -11.97
Worth Asset Management, LLC 760 4,125 42.18 4,885 42.99 -15.56
Pittenger & Anderson Inc 400 2,615 42.07 3,015 44.78 -13.27
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
Paladin Advisory Group, LLC 16,282 44,289 60,571 -26.88
Name

Past Week Analysis

Name Shares PPS
Webster Bank, N. A. 132,276 42.18
New England Professional Planning Group Inc. 5,663 42.20
Name Shares PPS
Procyon Private Wealth Partners, LLC 13,184 44.75
Miracle Mile Advisors, LLC 7,006 44.82
Parkside Financial Bank & Trust 1,208 44.70
Stonehearth Capital Management, LLC 7,354
Sargent Bickham Lagudis LLC 45 44.44
Name Current Shares Current PPS Previous Shares Previous PPS
Capital Advisors Inc/ok 1,728,660 42.18 2,014,400 44.77
Johnson Bixby & Associates, LLC 678,453 42.18 700,579 44.77
McNamara Financial Services, Inc. 546,692 42.18 542,345 44.77
Cambridge Investment Research Advisors, Inc. 404,227 42.18 409,610 44.77
Koshinski Asset Management, Inc. 382,450 0.04 381,502 44.77
Leicht Financial Planning & Wealth Management, Inc. 375,334 21.11 188,799 44.77
Dock Street Asset Management Inc 339,834 42.18 333,750 44.77
Ford Financial Group, LLC 321,825 42.18 11,878 44.70
Private Advisor Group, LLC 256,028 42.18 215,221 44.77
ACG Wealth 241,468 42.18 238,980 44.77
Valley National Advisers Inc 218,972 42.14 244,470 44.77
HB Wealth Management, LLC 205,116 42.18 164,844 44.77
Signature Estate & Investment Advisors Llc 166,011 42.18 177,695 44.77
Orion Portfolio Solutions, LLC 85,205 42.18 85,230 44.77
EWG Elevate Inc. 83,969 42.18 95,174 44.77
Fusion Capital, LLC 83,480 42.18 107,583 44.77
John W. Brooker & Co., CPAs 74,619 42.17 85,950 44.77
Connecticut Wealth Management, LLC 66,310 42.18 93,692 44.77
Blue Zone Wealth Advisors, LLC 57,008 42.19 61,234 44.76
Carlton Hofferkamp & Jenks Wealth Management, LLC 46,012 42.08 48,280 44.01
Flagship Harbor Advisors, Llc 44,366 42.17 28,555 44.76
Krilogy Financial LLC 43,496 42.19 209,258 44.77
Global Retirement Partners, LLC 40,873 42.18 42,172 43.25
New Potomac Partners, LLC 38,340 42.18 32,290 44.78
Cooper Financial Group 35,738 42.17 34,847 44.77
Calton & Associates, Inc. 32,435 42.18 32,188 44.77
Addison Capital Co 30,700 42.18 30,817 44.78
Guardian Financial Partners, LLC 27,875 42.19 27,698 43.54
Minot Wealth Management LLC 18,670 42.21 42,240 44.77
Allworth Financial LP 15,203 42.16 15,209 44.78
Hummer Financial Advisory Services Inc 10,700 42.15 10,700 44.77
Bridge Advisory, LLC 7,418 42.06 8,427 44.74
Ade, Llc 5,035 42.11 5,035 44.69
Strategic Asset Management, LLC 4,502 42.20 3,025 44.63
Pittenger & Anderson Inc 2,615 42.07 3,015 44.78
Pinnacle Bancorp, Inc. 2,364 42.30 2,364 44.84
Tsfg, Llc 1,895 42.22 3,883 44.81
American National Bank 845 42.60 845 44.97
Dividend Asset Capital, Llc 227 44.05 36 55.56
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 16,812 0.06 36,578 0.05
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Ford Financial Group, LLC 309,947 321,825 42.18 11,878 44.70 2609.42
Leicht Financial Planning & Wealth Management, Inc. 186,535 375,334 21.11 188,799 44.77 98.80
Private Advisor Group, LLC 40,807 256,028 42.18 215,221 44.77 18.96
HB Wealth Management, LLC 40,272 205,116 42.18 164,844 44.77 24.43
Flagship Harbor Advisors, Llc 15,811 44,366 42.17 28,555 44.76 55.37
Dock Street Asset Management Inc 6,084 339,834 42.18 333,750 44.77 1.82
New Potomac Partners, LLC 6,050 38,340 42.18 32,290 44.78 18.74
McNamara Financial Services, Inc. 4,347 546,692 42.18 542,345 44.77 0.80
ACG Wealth 2,488 241,468 42.18 238,980 44.77 1.04
Strategic Asset Management, LLC 1,477 4,502 42.20 3,025 44.63 48.83
Koshinski Asset Management, Inc. 948 382,450 0.04 381,502 44.77 0.25
Cooper Financial Group 891 35,738 42.17 34,847 44.77 2.56
Calton & Associates, Inc. 247 32,435 42.18 32,188 44.77 0.77
Dividend Asset Capital, Llc 191 227 44.05 36 55.56 530.56
Guardian Financial Partners, LLC 177 27,875 42.19 27,698 43.54 0.64
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Advisors Inc/ok 285,740 1,728,660 42.18 2,014,400 44.77 -14.18
Krilogy Financial LLC 165,762 43,496 42.19 209,258 44.77 -79.21
Connecticut Wealth Management, LLC 27,382 66,310 42.18 93,692 44.77 -29.23
Valley National Advisers Inc 25,498 218,972 42.14 244,470 44.77 -10.43
Fusion Capital, LLC 24,103 83,480 42.18 107,583 44.77 -22.40
Minot Wealth Management LLC 23,570 18,670 42.21 42,240 44.77 -55.80
Johnson Bixby & Associates, LLC 22,126 678,453 42.18 700,579 44.77 -3.16
Arkadios Wealth Advisors 19,766 16,812 0.06 36,578 0.05 -54.04
Signature Estate & Investment Advisors Llc 11,684 166,011 42.18 177,695 44.77 -6.58
John W. Brooker & Co., CPAs 11,331 74,619 42.17 85,950 44.77 -13.18
EWG Elevate Inc. 11,205 83,969 42.18 95,174 44.77 -11.77
Cambridge Investment Research Advisors, Inc. 5,383 404,227 42.18 409,610 44.77 -1.31
Blue Zone Wealth Advisors, LLC 4,226 57,008 42.19 61,234 44.76 -6.90
Carlton Hofferkamp & Jenks Wealth Management, LLC 2,268 46,012 42.08 48,280 44.01 -4.70
Tsfg, Llc 1,988 1,895 42.22 3,883 44.81 -51.20
Global Retirement Partners, LLC 1,299 40,873 42.18 42,172 43.25 -3.08
Bridge Advisory, LLC 1,009 7,418 42.06 8,427 44.74 -11.97
Pittenger & Anderson Inc 400 2,615 42.07 3,015 44.78 -13.27
Addison Capital Co 117 30,700 42.18 30,817 44.78 -0.38
Orion Portfolio Solutions, LLC 25 85,205 42.18 85,230 44.77 -0.03
Allworth Financial LP 6 15,203 42.16 15,209 44.78 -0.04
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