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 200 6.00 6.28 6.33
Previous Quarter 230 8.00 8.08 7.95

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 9 80 127 6 73 38
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 0 0 2 0 0 1
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
Morgan Stanley 3,779,977 6.28
Wells Fargo & Company/mn 1,911,769 6.28
LPL Financial LLC 1,859,642 6.28
YYY - Amplify High Income ETF 1,615,356 7.03
Penserra Capital Management LLC 1,567,274 6.28
Royal Bank Of Canada 1,493,917 6.28
Advisors Asset Management, Inc. 1,037,234 6.28
Yakira Capital Management, Inc. 976,437 6.28
Integrated Advisors Network LLC 950,946 6.28
Janney Montgomery Scott LLC 834,091 6.36
Ameriprise Financial Inc 811,619 6.25
Advisor Group Holdings, Inc. 545,486 6.28
Cohen & Steers, Inc. 533,945 6.28
Cambridge Investment Research Advisors, Inc. 517,971 6.28
Raymond James & Associates 444,128 6.28
Centaurus Financial, Inc. 443,374 6.28
Guggenheim Capital Llc 399,984 6.28
Pnc Financial Services Group, Inc. 383,225 6.28
Bank Of America Corp /de/ 376,253 6.28
Raymond James Financial Services Advisors, Inc. 367,704 6.28

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
Morgan Stanley 3,619,800 8.08
Wells Fargo & Company/mn 1,953,236 8.08
YYY - Amplify High Income ETF 1,631,096 7.71
Yakira Capital Management, Inc. 1,598,787 8.08
Penserra Capital Management LLC 1,593,320 8.08
LPL Financial LLC 1,411,184 8.08
Royal Bank Of Canada 1,328,020 8.08
Cohen & Steers, Inc. 1,111,193 8.08
Cohen & Steers Closed-end Opportunity Fund, Inc. 861,193 8.08
Advisors Asset Management, Inc. 838,062 8.08
Janney Montgomery Scott LLC 799,007 8.08
Ameriprise Financial Inc 612,516 8.08
Integrated Advisors Network LLC 590,540 8.08
Cambridge Investment Research Advisors, Inc. 507,226 8.08
Advisor Group Holdings, Inc. 485,782 8.36
Guggenheim Capital Llc 456,821 8.08
Raymond James & Associates 454,492 8.08
Pnc Financial Services Group, Inc. 399,225 8.08
Titus Wealth Management 364,665 8.08
Centaurus Financial, Inc. 362,215 8.08

 

Recent Quarter Analysis

Name Shares PPS
Foresight Capital Management Advisors, Inc. 24,837 6.28
Cary Street Partner Investment Advisory Llc 16,125 6.26
Vigilare Wealth Management 11,300 6.28
U.S. Capital Wealth Advisors, LLC 11,232 6.32
Captrust Financial Advisors 6,763 6.21
Allworth Financial LP 3,234 6.18
First Manhattan Co 2,272 6.16
Jfs Wealth Advisors, Llc 2,152 6.51
Lake Point Wealth Management 806 6.20
Name Shares PPS
Special Opportunities Fund, Inc. 256,500 8.38
Cascadia Advisory Services, LLC 120,575 8.60
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares 68,670 8.37
BLB&B Advisors, LLC 63,331 8.08
HCINX - The Institutional International Equity Portfolio HC Strategic Shares 51,400 8.60
NEXT Financial Group, Inc 36,243 8.39
Moors & Cabot, Inc. 29,000 1.10
Harbor Financial Services, Llc 28,695 8.61
Roman Butler Fullerton & Co 26,305 8.10
Citadel Advisors Llc 19,244 8.05
Ameritas Investment Corp 18,982
Baker Tilly Financial, Llc 16,830 8.08
Black Diamond Financial, LLC 14,188 8.11
Lakeview Capital Partners, LLC 11,450 8.12
Personal Capital Advisors Corp 10,862 8.10
Money Concepts Capital Corp 5,477 8.03
Harbour Investments, Inc. 4,200 8.33
O'Dell Group, LLC 2,338 8.13
Citigroup Inc 2,291 8.29
Country Trust Bank 1,577
Horan Securities, Inc. 865 8.09
Joseph P. Lucia & Associates, LLC 368 8.15
Carroll Financial Associates, Inc. 112
Bedel Financial Consulting, Inc. 108 9.26
Change Path, LLC
Randolph Co Inc
Susquehanna International Group, Llp
Retirement Group, LLC
Emerald Investment Partners, Llc
City Of London Investment Management Co Ltd
Resource Planning Group
Advisory Services Network, LLC
Assetmark, Inc
Two Sigma Securities, Llc
Hayden Royal, Llc
Laurel Wealth Advisors, Inc.
SageGuard Financial Group, LLC
Golden State Equity Partners
King Luther Capital Management Corp
Coastal Bridge Advisors, LLC
Verus Capital Partners, Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Bessemer Group Inc
Northern Trust Corp
Jacobi Capital Management LLC
Comprehensive Financial Consultants Institutional, Inc.
Millennium Management Llc
Portfolio Strategies, Inc.
BlackRock Inc.
Ahrens Investment Partners LLC
Pinnacle Bancorp, Inc.
Amplius Wealth Advisors, LLC
Bulldog Investors, LLP
Biltmore Capital Advisors LLC
Legacy Wealth Planning, LLC
PSI Advisors, LLC
NSI Retail Advisors, LLC
Kalos Management, Inc.
Doliver Advisors, Lp
Proequities, Inc.
Polaris Wealth Advisory Group, LLC
Shaker Financial Services, LLC
Cerity Partners LLC
Cornerstone Wealth Management, LLC
Eaton Vance Management
D'Orazio & Associates, Inc.
Xcel Wealth Management, LLC
Us Bancorp \de\
Strategic Blueprint, LLC
Parkside Financial Bank & Trust
Huntington National Bank
Wolverine Asset Management Llc
Beacon Pointe Advisors, LLC
Fsb Premier Wealth Management, Inc.
TCI Wealth Advisors, Inc.
Sit Investment Associates Inc
Clough Capital Partners L P
Nomura Holdings Inc
Gerber Kawasaki Wealth & Investment Management
Newbridge Financial Services Group, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 3,779,977 6.28 3,619,800 8.08
Wells Fargo & Company/mn 1,911,769 6.28 1,953,236 8.08
LPL Financial LLC 1,859,642 6.28 1,411,184 8.08
YYY - Amplify High Income ETF 1,615,356 7.03 1,631,096 7.71
Penserra Capital Management LLC 1,567,274 6.28 1,593,320 8.08
Royal Bank Of Canada 1,493,917 6.28 1,328,020 8.08
Advisors Asset Management, Inc. 1,037,234 6.28 838,062 8.08
Yakira Capital Management, Inc. 976,437 6.28 1,598,787 8.08
Integrated Advisors Network LLC 950,946 6.28 590,540 8.08
Janney Montgomery Scott LLC 834,091 6.36 799,007 8.08
Ameriprise Financial Inc 811,619 6.25 612,516 8.08
Advisor Group Holdings, Inc. 545,486 6.28 485,782 8.36
Cohen & Steers, Inc. 533,945 6.28 1,111,193 8.08
Cambridge Investment Research Advisors, Inc. 517,971 6.28 507,226 8.08
Raymond James & Associates 444,128 6.28 454,492 8.08
Centaurus Financial, Inc. 443,374 6.28 362,215 8.08
Guggenheim Capital Llc 399,984 6.28 456,821 8.08
Pnc Financial Services Group, Inc. 383,225 6.28 399,225 8.08
Bank Of America Corp /de/ 376,253 6.28 338,081 8.08
Raymond James Financial Services Advisors, Inc. 367,704 6.28 346,237 8.08
Name Current Shares Current PPS Previous Shares Previous PPS
Altus Wealth Group LLC 31,319 8.59 34,350 8.09
Relative Value Partners Group, LLC 31,173 6.70 311,373 0.81
Advisor Resource Council 27,851 6.28 0
Bluefin Capital Management, Llc 13,755 6.32 0
Rockefeller Capital Management L.P. 10,518 6.27 0
Tower Research Capital LLC (TRC) 293 6.83 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
LPL Financial LLC 448,458 1,859,642 6.28 1,411,184 8.08 31.78
Integrated Advisors Network LLC 360,406 950,946 6.28 590,540 8.08 61.03
Advisors Asset Management, Inc. 199,172 1,037,234 6.28 838,062 8.08 23.77
Ameriprise Financial Inc 199,103 811,619 6.25 612,516 8.08 32.51
Royal Bank Of Canada 165,897 1,493,917 6.28 1,328,020 8.08 12.49
Morgan Stanley 160,177 3,779,977 6.28 3,619,800 8.08 4.43
Centaurus Financial, Inc. 81,159 443,374 6.28 362,215 8.08 22.41
Advisor Group Holdings, Inc. 59,704 545,486 6.28 485,782 8.36 12.29
UBS Group AG 51,363 191,736 6.28 140,373 8.08 36.59
Bickling Financial Services, Inc. 43,632 258,223 6.28 214,591 8.08 20.33
Bank Of America Corp /de/ 38,172 376,253 6.28 338,081 8.08 11.29
Janney Montgomery Scott LLC 35,084 834,091 6.36 799,007 8.08 4.39
Advisor Resource Council 27,851 27,851 6.28 0 0.00
AE Wealth Management LLC 27,491 160,204 6.28 132,713 8.08 20.71
Kestra Advisory Services, LLC 21,554 36,477 14,923 144.43
Raymond James Financial Services Advisors, Inc. 21,467 367,704 6.28 346,237 8.08 6.20
Cetera Advisor Networks LLC 20,965 221,600 6.28 200,635 8.08 10.45
WealthTrust Asset Management, LLC 15,601 95,073 6.28 79,472 8.08 19.63
1832 Asset Management L.P. 15,447 151,575 6.28 136,128 7.97 11.35
Kestra Private Wealth Services, Llc 14,466 128,907 0.01 114,441 0.01 12.64
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Yakira Capital Management, Inc. 622,350 976,437 6.28 1,598,787 8.08 -38.93
Cohen & Steers, Inc. 577,248 533,945 6.28 1,111,193 8.08 -51.95
Cohen & Steers Closed-end Opportunity Fund, Inc. 558,248 302,945 6.28 861,193 8.08 -64.82
Relative Value Partners Group, LLC 280,200 31,173 6.70 311,373 0.81 -89.99
Guggenheim Capital Llc 56,837 399,984 6.28 456,821 8.08 -12.44
Invesco Ltd. 48,055 161,282 6.28 209,337 8.08 -22.96
Blue Bell Private Wealth Management, Llc 42,110 6,372 6.28 48,482 8.09 -86.86
Wells Fargo & Company/mn 41,467 1,911,769 6.28 1,953,236 8.08 -2.12
Atria Wealth Solutions, Inc. 39,956 83,518 6.27 123,474 8.07 -32.36
Spire Wealth Management 27,200 18,231 6.25 45,431 8.08 -59.87
Penserra Capital Management LLC 26,046 1,567,274 6.28 1,593,320 8.08 -1.63
Creative Planning 21,601 62,558 6.28 84,159 8.08 -25.67
Pnc Financial Services Group, Inc. 16,000 383,225 6.28 399,225 8.08 -4.01
Meridian Wealth Management, LLC 15,970 10,851 6.27 26,821 8.09 -59.54
YYY - Amplify High Income ETF 15,740 1,615,356 7.03 1,631,096 7.71 -0.96
Prospera Financial Services Inc 13,590 3,000 6.33 16,590 8.08 -81.92
Laidlaw Wealth Management LLC 11,288 27,456 6.26 38,744 8.08 -29.13
Raymond James & Associates 10,364 444,128 6.28 454,492 8.08 -2.28
Level Four Advisory Services, Llc 10,192 14,450 6.30 24,642 8.08 -41.36
National Asset Management, Inc. 6,977 94,606 6.29 101,583 8.08 -6.87
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cohen & Steers Closed-end Opportunity Fund, Inc. 302,945 6.28 861,193 8.08
BDO Wealth Advisors, LLC 5,000 6.20 5,000 8.00
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
Cohen & Steers Closed-end Opportunity Fund, Inc. 558,248 302,945 6.28 861,193 8.08 -64.82
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