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 17 57.00 59.15 59.15
Previous Quarter 21 69.00 67.74 67.77

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 0 10 8 2 2 5
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 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 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

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
Jane Street Group, Llc 41,202 67.74
Lee Financial Co 9,629 67.71
Envestnet Asset Management Inc 3,217 67.76
Simplex Trading, Llc 2,174 68.08
Advisor Group Holdings, Inc. 919 67.46
Capital Investment Advisory Services, LLC 750 68.00
Wells Fargo & Company/mn 567 67.02
UBS Group AG 503 67.59
Royal Bank Of Canada 487 67.76
Bnp Paribas Arbitrage, Sa 206 77.67
Larson Financial Group LLC 194 67.01
Kestra Advisory Services, LLC 0
Susquehanna International Group, Llp 0
Proequities, Inc. 0
Citadel Advisors Llc 0
IMC-Chicago, LLC 0
Advisory Services Network, LLC 0
GenWealth Group, Inc. 0
Susquehanna International Group, Llp 0
Fmr Llc 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Envestnet Asset Management Inc 3,217 67.76
Bnp Paribas Arbitrage, Sa 206 77.67
Larson Financial Group LLC 194 67.01
Advisory Services Network, LLC
GenWealth Group, Inc.
Kestra Advisory Services, LLC
Proequities, Inc.
IFP Advisors, Inc
Citadel Advisors Llc
Fmr Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Jane Street Group, Llc 17,925 59.19 41,202 67.74
Lee Financial Co 3,764 59.25 9,629 67.71
Simplex Trading, Llc 2,124 58.85 2,174 68.08
UBS Group AG 1,181 59.27 503 67.59
Capital Investment Advisory Services, LLC 750 58.67 750 68.00
Wells Fargo & Company/mn 567 59.96 567 67.02
Advisor Group Holdings, Inc. 563 58.61 919 67.46
Royal Bank Of Canada 24 41.67 487 67.76
Name Current Shares Current PPS Previous Shares Previous PPS
IMC-Chicago, LLC 11,813 59.17 0
Susquehanna International Group, Llp 6,900 59.13 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
IMC-Chicago, LLC 11,813 11,813 59.17 0 0.00
UBS Group AG 678 1,181 59.27 503 67.59 134.79
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Jane Street Group, Llc 23,277 17,925 59.19 41,202 67.74 -56.49
Lee Financial Co 5,865 3,764 59.25 9,629 67.71 -60.91
Royal Bank Of Canada 463 24 41.67 487 67.76 -95.07
Advisor Group Holdings, Inc. 356 563 58.61 919 67.46 -38.74
Simplex Trading, Llc 50 2,124 58.85 2,174 68.08 -2.30
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
Susquehanna International Group, Llp 6,900 6,900 0 0.00
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
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