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 27 48.00 47.60 47.76
Previous Quarter 0 0.00 0.00 0.00

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 27 5 0 0 0 0
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 0 0 0 0 0
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
New York Life Investment Management Llc 2,281,380 47.59
QAI - IQ Hedge Multi-Strategy Tracker ETF 1,296,301 47.98
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 980,000
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 647,185 47.59
IndexIQ Advisors LLC 411,982 48.16
CPI - IQ Real Return ETF 127,280 48.48
Morgan Stanley 107,204 47.59
Bank Of America Corp /de/ 105,023 47.59
Citadel Advisors Llc 89,429 47.59
1776 Wealth LLC 33,612 47.60
QMN - IQ Hedge Market Neutral Tracker ETF 33,327 47.98
Royal Bank Of Canada 32,377 47.60
Walkner Condon Financial Advisors LLC 20,378 47.60
MCRO - IQ Hedge Macro Tracker ETF 19,126 48.00
Capstone Triton Financial Group, LLC 17,793 47.49
V Wealth Advisors LLC 11,549 47.62
LPL Financial LLC 11,366 47.60
Susquehanna International Group, Llp 7,848 47.53
QLS - IQ Hedge Long/Short Tracker ETF 5,260 47.91
Advisor Group Holdings, Inc. 273 47.62

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

 

Recent Quarter Analysis

Name Shares PPS
New York Life Investment Management Llc 2,281,380 47.59
QAI - IQ Hedge Multi-Strategy Tracker ETF 1,296,301 47.98
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 980,000
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 647,185 47.59
IndexIQ Advisors LLC 411,982 48.16
CPI - IQ Real Return ETF 127,280 48.48
Morgan Stanley 107,204 47.59
Bank Of America Corp /de/ 105,023 47.59
Citadel Advisors Llc 89,429 47.59
1776 Wealth LLC 33,612 47.60
QMN - IQ Hedge Market Neutral Tracker ETF 33,327 47.98
Royal Bank Of Canada 32,377 47.60
Walkner Condon Financial Advisors LLC 20,378 47.60
MCRO - IQ Hedge Macro Tracker ETF 19,126 48.00
Capstone Triton Financial Group, LLC 17,793 47.49
V Wealth Advisors LLC 11,549 47.62
LPL Financial LLC 11,366 47.60
Susquehanna International Group, Llp 7,848 47.53
QLS - IQ Hedge Long/Short Tracker ETF 5,260 47.91
Advisor Group Holdings, Inc. 273 47.62
Name Shares PPS
MNA - IQ Merger Arbitrage ETF
Beaumont Financial Partners, LLC
Jane Street Group, Llc
UBS Group AG
Cornerstone Wealth Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 647,185 47.59
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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