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 52.00 52.76 53.45
Previous Quarter 80 1737.00 67.82 97.88

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 30 31 3 12 10
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 2 0 1 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 10 20 1 9 7
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 2 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 1 0 0 1 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
Susquehanna International Group, Llp 338,400 52.75
Susquehanna International Group, Llp 304,300 52.75
Parallax Volatility Advisers, L.P. 134,385 52.75
Advisor Group Holdings, Inc. 106,566 52.76
Citadel Advisors Llc 58,800 67.82
Simplex Trading, Llc 55,900 52.74
Capital Wealth Alliance, LLC 51,297 52.73
Wells Fargo & Company/mn 46,430 52.77
Citadel Advisors Llc 38,100 67.82
Envestnet Asset Management Inc 29,774 52.76
Wolverine Trading, Llc 27,900 53.58
Simplex Trading, Llc 25,400 52.72
Prospera Financial Services Inc 22,721 52.73
Wolverine Trading, Llc 21,800 53.58
Pinnacle Wealth Planning Services, Inc. 19,000 52.74
Citadel Advisors Llc 17,800 67.81
Susquehanna International Group, Llp 16,822 52.73
Stifel Financial Corp 15,926 52.74
Jane Street Group, Llc 15,891 52.73
Advisory Services Network, LLC 15,027 52.77

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
Susquehanna International Group, Llp 389,600 67.82
Parallax Volatility Advisers, L.P. 146,301 67.82
Susquehanna International Group, Llp 120,400 67.82
Wells Fargo & Company/mn 113,594 67.82
Jane Street Group, Llc 101,917 67.82
Advisor Group Holdings, Inc. 90,682 67.84
Citadel Advisors Llc 58,800 67.82
Capital Wealth Alliance, LLC 49,964 67.81
LPL Financial LLC 48,712 67.83
Cambridge Investment Research Advisors, Inc. 39,629 67.83
Citadel Advisors Llc 38,100 67.82
UBS Group AG 27,396 67.82
Envestnet Asset Management Inc 27,312 67.81
Susquehanna International Group, Llp 25,826 67.84
Jane Street Group, Llc 24,100 67.80
Ameriprise Financial Inc 23,403 67.81
Simplex Trading, Llc 23,100 67.79
Prospera Financial Services Inc 22,598 67.84
Simplex Trading, Llc 21,500 67.81
Pinnacle Wealth Planning Services, Inc. 19,000 67.84

 

Recent Quarter Analysis

Name Shares PPS
Qube Research & Technologies Ltd 4,945 52.78
Northwestern Mutual Wealth Management Co 29 68.97
Name Shares PPS
Wells Fargo & Company/mn 113,594 67.82
Jane Street Group, Llc 101,917 67.82
Jane Street Group, Llc 101,917 67.82
Cambridge Investment Research Advisors, Inc. 39,629 67.83
Ameriprise Financial Inc 23,403 67.81
Simplex Trading, Llc 23,100 67.79
Cutler Group LP 16,300 2.39
GWM Advisors LLC 13,358 67.82
Flow Traders U.s. Llc 10,876 67.86
Barometer Capital Management Inc. 7,920 55.68
Old Mission Capital Llc 7,271 67.80
Walleye Capital LLC 5,788 67.90
JT Stratford LLC 5,068 67.88
Cetera Advisors LLC 4,373 67.92
Level Four Advisory Services, Llc 3,600 67.78
Seacrest Wealth Management, Llc 1,058 68.05
Steward Partners Investment Advisory, Llc 300
NEXT Financial Group, Inc 50 40.00
GPS Wealth Strategies Group, LLC
CENTRAL TRUST Co
U S Global Investors Inc
Itau Unibanco Holding S.A.
Arkadios Wealth Advisors
IMC-Chicago, LLC
Bank Of Montreal /can/
Institutional & Family Asset Management, Llc
Tower Research Capital LLC (TRC)
Harbour Investments, Inc.
Advisor Resource Council
Koshinski Asset Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Susquehanna International Group, Llp 338,400 52.75 389,600 67.82
Parallax Volatility Advisers, L.P. 134,385 52.75 146,301 67.82
Advisor Group Holdings, Inc. 106,566 52.76 90,682 67.84
Simplex Trading, Llc 55,900 52.74 23,100 67.79
Capital Wealth Alliance, LLC 51,297 52.73 49,964 67.81
Wells Fargo & Company/mn 46,430 52.77 113,594 67.82
Envestnet Asset Management Inc 29,774 52.76 27,312 67.81
Prospera Financial Services Inc 22,721 52.73 22,598 67.84
Pinnacle Wealth Planning Services, Inc. 19,000 52.74 19,000 67.84
Stifel Financial Corp 15,926 52.74 15,581 67.84
Jane Street Group, Llc 15,891 52.73 101,917 67.82
Advisory Services Network, LLC 15,027 52.77 9,243 67.84
Mml Investors Services, Llc 14,231 52.77 13,894 67.80
UBS Group AG 14,098 52.77 27,396 67.82
Kestra Advisory Services, LLC 10,235 0.10 8,524 0.12
LPL Financial LLC 8,654 52.69 48,712 67.83
Stratos Wealth Partners, LTD. 7,844 52.78 3,916 67.93
Group One Trading, L.p. 7,500 52.80 13,500 67.85
Commonwealth Equity Services, Llc 6,525 52.72 6,780 67.70
Laffer Investments 4,244 52.78 3,445 67.92
Name Current Shares Current PPS Previous Shares Previous PPS
Wolverine Trading, Llc 27,900 53.58 0
IFP Advisors, Inc 10,565 34.93 10,573 34.90
Cutler Group LP 1,400 9.29 16,300 2.39
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Advisor Group Holdings, Inc. 15,884 106,566 52.76 90,682 67.84 17.52
Advisory Services Network, LLC 5,784 15,027 52.77 9,243 67.84 62.58
Stratos Wealth Partners, LTD. 3,928 7,844 52.78 3,916 67.93 100.31
Envestnet Asset Management Inc 2,462 29,774 52.76 27,312 67.81 9.01
Kestra Advisory Services, LLC 1,711 10,235 0.10 8,524 0.12 20.07
Capital Wealth Alliance, LLC 1,333 51,297 52.73 49,964 67.81 2.67
Laffer Investments 799 4,244 52.78 3,445 67.92 23.19
Stifel Financial Corp 345 15,926 52.74 15,581 67.84 2.21
Mml Investors Services, Llc 337 14,231 52.77 13,894 67.80 2.43
Royal Bank Of Canada 202 293 51.19 91 65.93 221.98
Jpmorgan Chase & Co 133 731 53.35 598 68.56 22.24
Prospera Financial Services Inc 123 22,721 52.73 22,598 67.84 0.54
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Jane Street Group, Llc 86,026 15,891 52.73 101,917 67.82 -84.41
Wells Fargo & Company/mn 67,164 46,430 52.77 113,594 67.82 -59.13
LPL Financial LLC 40,058 8,654 52.69 48,712 67.83 -82.23
UBS Group AG 13,298 14,098 52.77 27,396 67.82 -48.54
Parallax Volatility Advisers, L.P. 11,916 134,385 52.75 146,301 67.82 -8.14
Birch Capital Management, LLC 713 95 52.63 808 68.07 -88.24
Castleview Partners, Llc 630 2 632 80349.68 -99.68
Proequities, Inc. 268 1,146 52.36 1,414 67.89 -18.95
Commonwealth Equity Services, Llc 255 6,525 52.72 6,780 67.70 -3.76
IFP Advisors, Inc 8 10,565 34.93 10,573 34.90 -0.08
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
Wolverine Trading, Llc 27,900 27,900 0 0.00
Simplex Trading, Llc 32,800 55,900 23,100 141.99
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Group One Trading, L.p. 6,000 7,500 13,500 -44.44
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Susquehanna International Group, Llp 51,200 338,400 389,600 -13.14
Cutler Group LP 14,900 1,400 16,300 -91.41
Name

Past Week Analysis

Name Shares PPS
Qube Research & Technologies Ltd 4,945 52.78
Northwestern Mutual Wealth Management Co 29 68.97
Name Shares PPS
Flow Traders U.s. Llc 10,876 67.86
JT Stratford LLC 5,068 67.88
Walleye Capital LLC 5,788 67.90
Old Mission Capital Llc 7,271 67.80
Seacrest Wealth Management, Llc 1,058 68.05
Cetera Advisors LLC 4,373 67.92
Steward Partners Investment Advisory, Llc 300
Barometer Capital Management Inc. 7,920 55.68
Ameriprise Financial Inc 23,403 67.81
GWM Advisors LLC 13,358 67.82
Name Current Shares Current PPS Previous Shares Previous PPS
Parallax Volatility Advisers, L.P. 134,385 52.75 146,301 67.82
Advisor Group Holdings, Inc. 106,566 52.76 90,682 67.84
Capital Wealth Alliance, LLC 51,297 52.73 49,964 67.81
Wells Fargo & Company/mn 46,430 52.77 113,594 67.82
Envestnet Asset Management Inc 29,774 52.76 27,312 67.81
Pinnacle Wealth Planning Services, Inc. 19,000 52.74 19,000 67.84
Susquehanna International Group, Llp 16,822 52.73 389,600 67.82
Stifel Financial Corp 15,926 52.74 15,581 67.84
Advisory Services Network, LLC 15,027 52.77 9,243 67.84
Mml Investors Services, Llc 14,231 52.77 13,894 67.80
UBS Group AG 14,098 52.77 27,396 67.82
LPL Financial LLC 8,654 52.69 48,712 67.83
Group One Trading, L.p. 7,500 52.80 13,500 67.85
Commonwealth Equity Services, Llc 6,525 52.72 6,780 67.70
Laffer Investments 4,244 52.78 3,445 67.92
Allworth Financial LP 849 53.00 849 68.32
Jpmorgan Chase & Co 731 53.35 598 68.56
Morgan Stanley 330 54.55 330 66.67
Royal Bank Of Canada 293 51.19 91 65.93
Castleview Partners, Llc 2 632 80349.68
Name Current Shares Current PPS Previous Shares Previous PPS
Wolverine Trading, Llc 21,800 53.58 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Advisor Group Holdings, Inc. 15,884 106,566 52.76 90,682 67.84 17.52
Advisory Services Network, LLC 5,784 15,027 52.77 9,243 67.84 62.58
Envestnet Asset Management Inc 2,462 29,774 52.76 27,312 67.81 9.01
Capital Wealth Alliance, LLC 1,333 51,297 52.73 49,964 67.81 2.67
Laffer Investments 799 4,244 52.78 3,445 67.92 23.19
Stifel Financial Corp 345 15,926 52.74 15,581 67.84 2.21
Mml Investors Services, Llc 337 14,231 52.77 13,894 67.80 2.43
Royal Bank Of Canada 202 293 51.19 91 65.93 221.98
Jpmorgan Chase & Co 133 731 53.35 598 68.56 22.24
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Susquehanna International Group, Llp 372,778 16,822 52.73 389,600 67.82 -95.68
Wells Fargo & Company/mn 67,164 46,430 52.77 113,594 67.82 -59.13
LPL Financial LLC 40,058 8,654 52.69 48,712 67.83 -82.23
UBS Group AG 13,298 14,098 52.77 27,396 67.82 -48.54
Parallax Volatility Advisers, L.P. 11,916 134,385 52.75 146,301 67.82 -8.14
Castleview Partners, Llc 630 2 632 80349.68 -99.68
Commonwealth Equity Services, Llc 255 6,525 52.72 6,780 67.70 -3.76
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Jane Street Group, Llc 101,917
Proequities, Inc. 1,414
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Wolverine Trading, Llc 21,800 21,800 0 0.00
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Group One Trading, L.p. 6,000 7,500 13,500 -44.44
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name