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 80 55.00 55.17 55.12
Previous Quarter 85 55.00 55.17 55.15

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 1 26 4 0 2 1
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 1 2 0 2 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
Ameriprise Financial Inc 269,315 55.15
NewSquare Capital LLC 262,555 55.18
Wells Fargo & Company/mn 212,847 55.18
Flow Traders U.s. Llc 164,636 55.18
Sargent Bickham Lagudis LLC 65,823 54.81
Jane Street Group, Llc 62,272 55.18
Glenmede Trust Co Na 62,237 55.18
Pekin Hardy Strauss, Inc. 46,812 55.18
Morgan Stanley 46,123 55.18
Royal Bank Of Canada 31,699 55.18
LPL Financial LLC 30,110 55.16
Cliftonlarsonallen Wealth Advisors, Llc 29,351 54.82
Advisor Group Holdings, Inc. 22,157 55.15
Northern Oak Wealth Management Inc 20,918 55.17
Wedbush Securities Inc 19,150 55.20
Susquehanna International Group, Llp 19,000 55.16
Old Mission Capital Llc 17,610 55.20
Cambridge Investment Research Advisors, Inc. 17,257 54.82
AE Wealth Management LLC 16,045 55.16
Caz Investments Lp 15,600 55.19

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
Ameriprise Financial Inc 269,315 55.15
NewSquare Capital LLC 262,555 55.18
Wells Fargo & Company/mn 212,847 55.18
Flow Traders U.s. Llc 164,636 55.18
Jane Street Group, Llc 62,272 55.18
Glenmede Trust Co Na 62,237 55.18
Pekin Hardy Strauss, Inc. 46,812 55.18
Morgan Stanley 46,123 55.18
Sargent Bickham Lagudis LLC 34,099 55.16
Royal Bank Of Canada 31,699 55.18
Cliftonlarsonallen Wealth Advisors, Llc 30,719 55.18
LPL Financial LLC 30,110 55.16
Advisor Group Holdings, Inc. 22,157 55.15
Northern Oak Wealth Management Inc 20,918 55.17
Wedbush Securities Inc 19,150 55.20
Susquehanna International Group, Llp 19,000 55.16
Old Mission Capital Llc 17,610 55.20
AE Wealth Management LLC 16,045 55.16
Caz Investments Lp 15,600 55.19
Teamwork Financial Advisors, LLC 15,502 55.15

 

Recent Quarter Analysis

Name Shares PPS
Cetera Advisors LLC 0
Name Shares PPS
Koshinski Asset Management, Inc. 50 60.00
Cetera Advisors LLC
Kingsview Wealth Management, LLC
Advisory Services Network, LLC
Cetera Advisors LLC
Belpointe Asset Management LLC
GM Advisory Group, Inc.
BerganKDV Wealth Management, LLC
Bank Of America Corp /de/
Northwestern Mutual Wealth Management Co
Visionary Wealth Advisors
Confluence Wealth Services, Inc.
Retirement Planning Co of New England, Inc.
Sterling Financial Planning, Inc.
WMS Partners, LLC
Bartlett & Co. LLC
NEXT Financial Group, Inc
Johnson Financial Group, Inc.
TAP Consulting, LLC
Proequities, Inc.
Sprott Inc.
Raymond James Financial Services Advisors, Inc.
Tradewinds Capital Management, LLC
LWS Wealth Advisors, Inc.
Huntington National Bank
Clark Capital Management Group, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Sargent Bickham Lagudis LLC 65,823 54.81 34,099 55.16
Cliftonlarsonallen Wealth Advisors, Llc 29,351 54.82 30,719 55.18
Cambridge Investment Research Advisors, Inc. 17,257 54.82 14,122 55.16
AdvisorNet Financial, Inc 2,500 54.80 2,500 55.20
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 31,724 65,823 54.81 34,099 55.16 93.03
Cambridge Investment Research Advisors, Inc. 3,135 17,257 54.82 14,122 55.16 22.20
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cliftonlarsonallen Wealth Advisors, Llc 1,368 29,351 54.82 30,719 55.18 -4.45
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
Koshinski Asset Management, Inc. 50 60.00
Name Current Shares Current PPS Previous Shares Previous PPS
Sargent Bickham Lagudis LLC 65,823 54.81 34,099 55.16
Cambridge Investment Research Advisors, Inc. 17,257 54.82 14,122 55.16
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 31,724 65,823 54.81 34,099 55.16 93.03
Cambridge Investment Research Advisors, Inc. 3,135 17,257 54.82 14,122 55.16 22.20
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