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	199	33.00	34.56	33.63
Previous Quarter	212	34.00	34.57	34.06

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	59	30	1	11	8
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	1	14	1	6	4
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
Bank Of America Corp /de/	694,415	34.57
Morgan Stanley	635,110	34.57
Wells Fargo & Company/mn	406,971	34.57
Advisor Group Holdings, Inc.	353,676	34.59
Royal Bank Of Canada	342,471	34.57
Boulder Growth & Income Fund	294,933	32.25
Paralel Advisors LLC	294,933	34.57
Ameriprise Financial Inc	253,706	34.57
Raymond James & Associates	238,082	34.57
Commonwealth Equity Services, Llc	228,865	31.00
UBS Group AG	203,179	34.57
Raymond James Financial Services Advisors, Inc.	170,265	34.57
Private Advisor Group, LLC	162,449	31.00
LPL Financial LLC	151,660	34.57
Stifel Financial Corp	126,695	34.56
Reaves W H & Co Inc	110,867	34.57
Guggenheim Capital Llc	102,686	34.57
Janney Montgomery Scott LLC	99,287	34.57
Nations Financial Group Inc, /ia/ /adv	92,476	34.57
HBW Advisory Services LLC	91,229	31.00

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
Bank Of America Corp /de/	694,415	34.57
Morgan Stanley	635,110	34.57
Wells Fargo & Company/mn	406,971	34.57
Advisor Group Holdings, Inc.	353,676	34.59
Royal Bank Of Canada	342,471	34.57
Boulder Growth & Income Fund	294,933	32.25
Paralel Advisors LLC	294,933	34.57
Ameriprise Financial Inc	253,706	34.57
Raymond James & Associates	238,082	34.57
Commonwealth Equity Services, Llc	226,138	34.57
UBS Group AG	203,179	34.57
Raymond James Financial Services Advisors, Inc.	170,265	34.57
Private Advisor Group, LLC	156,803	34.57
LPL Financial LLC	151,660	34.57
Stifel Financial Corp	126,695	34.56
Reaves W H & Co Inc	110,867	34.57
Guggenheim Capital Llc	102,686	34.57
Janney Montgomery Scott LLC	99,287	34.57
HBW Advisory Services LLC	94,521	34.57
Nations Financial Group Inc, /ia/ /adv	92,476	34.57

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
TCI Wealth Advisors, Inc.	67	29.85

Recent Quarter 59 Institutes closed out their positions

Name	Shares	PPS
Paragon Wealth Strategies, LLC	7,455	34.61
Mid Atlantic Financial Management Inc/adv	7,353	32.78
Evanson Asset Management, LLC	6,400	34.53
Capital Investment Advisory Services, LLC	5,950	34.62
HB Wealth Management, LLC	5,862	34.63
Koshinski Asset Management, Inc.	3,252	34.44
Gradient Investments LLC	1,626	34.44
Wealth Quarterback LLC	1,147
Security National Trust Co	1,066	34.71
Sonora Investment Management, LLC	1,000	33.00
Carroll Financial Associates, Inc.	726	34.44
Vigilant Capital Management, LLC	500	34.00
Allworth Financial LP	246	36.59
CX Institutional
Sowell Financial Services LLC
Newport Capital Group, LLC
Delta Asset Management Llc/tn
Dana Investment Advisors, Inc.
AdvisorNet Financial, Inc
GWM Advisors LLC
Proequities, Inc.
Mv Capital Management, Inc.
Homrich & Berg
D'Orazio & Associates, Inc.
Total Clarity Wealth Management, Inc.
Hartland & Co., LLC
Liberty Wealth Management Llc
HBC Financial Services, PLLC
Thompson Davis & Co., Inc.
Wolverine Asset Management Llc
Camden Capital, LLC
TAP Consulting, LLC
Twin Lakes Capital Management, LLC
Outfitter Financial LLC
BCJ Capital Management, LLC
Arkadios Wealth Advisors
CoreCap Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
Alps Advisors Inc
McIlrath & Eck, LLC
Massmutual Trust Co Fsb/adv
Deutsche Bank Ag\
Huntington National Bank
Eaton Vance Management
Citigroup Inc
Amplius Wealth Advisors, LLC
Advisory Services Network, LLC
Platform Technology Partners
Assetmark, Inc
Camden National Bank
Islay Capital Management, Llc
Tower Research Capital LLC (TRC)
StoneX Group Inc.
Security National Bank Of Sioux City Iowa /ia/
Security National Bank Of So Dak
MUFG Americas Holdings Corp
RPG Investment Advisory, LLC
PSI Advisors, LLC
Annapolis Financial Services, LLC

Recent Quarter 30 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	228,865	31.00	226,138	34.57
Private Advisor Group, LLC	162,449	31.00	156,803	34.57
HBW Advisory Services LLC	91,229	31.00	94,521	34.57
Cambridge Investment Research Advisors, Inc.	86,285	31.00	82,755	34.57
Good Life Advisors, LLC	42,573	31.01	46,280	34.57
Brookstone Capital Management	22,898	31.23	14,693	34.17
Atlas Brown,Inc.	22,740	31.00	22,862	34.56
Western Wealth Management, LLC	19,331	31.04	19,088	34.58
DAVENPORT & Co LLC	18,638	31.01	17,408	34.58
Welch Group, LLC	15,928	31.01	14,592	34.54
BerganKDV Wealth Management, LLC	15,000	31.00	15,241	34.58
Neville Rodie & Shaw Inc	13,418	31.00	13,418	34.88
Wedbush Securities Inc	10,795	31.03	10,330	34.56
Flagship Harbor Advisors, Llc	10,463	30.97	10,463	34.60
Lowe Wealth Advisors, LLC	7,750	30.97	7,550	34.57
Truist Financial Corp	7,610	31.01	11,077	34.58
Spire Wealth Management	7,463	30.95	7,814	34.55
Stratos Wealth Partners, LTD.	6,989	31.05	7,489	34.58
Parkside Financial Bank & Trust	5,786	30.94	5,786	34.57
Centerpoint Advisors, LLC	1,700	31.18	1,700	34.71

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
All Season Financial Advisors, Inc.	27,115	31.02	0

Recent Quarter 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
All Season Financial Advisors, Inc.	27,115	27,115	31.02	0		0.00
Brookstone Capital Management	8,205	22,898	31.23	14,693	34.17	55.84
Private Advisor Group, LLC	5,646	162,449	31.00	156,803	34.57	3.60
Cambridge Investment Research Advisors, Inc.	3,530	86,285	31.00	82,755	34.57	4.27
Commonwealth Equity Services, Llc	2,727	228,865	31.00	226,138	34.57	1.21
Welch Group, LLC	1,336	15,928	31.01	14,592	34.54	9.16
DAVENPORT & Co LLC	1,230	18,638	31.01	17,408	34.58	7.07
Wedbush Securities Inc	465	10,795	31.03	10,330	34.56	4.50
Western Wealth Management, LLC	243	19,331	31.04	19,088	34.58	1.27
Lowe Wealth Advisors, LLC	200	7,750	30.97	7,550	34.57	2.65
SOA Wealth Advisors, LLC.	15	1,100	30.91	1,085	34.10	1.38

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Good Life Advisors, LLC	3,707	42,573	31.01	46,280	34.57	-8.01
Truist Financial Corp	3,467	7,610	31.01	11,077	34.58	-31.30
HBW Advisory Services LLC	3,292	91,229	31.00	94,521	34.57	-3.48
Stratos Wealth Partners, LTD.	500	6,989	31.05	7,489	34.58	-6.68
RWM Asset Management, LLC	430	570	31.58	1,000	35.00	-43.00
Spire Wealth Management	351	7,463	30.95	7,814	34.55	-4.49
BerganKDV Wealth Management, LLC	241	15,000	31.00	15,241	34.58	-1.58
Atlas Brown,Inc.	122	22,740	31.00	22,862	34.56	-0.53

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
TCI Wealth Advisors, Inc.	67	29.85

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Capital Investment Advisory Services, LLC	5,950	34.62

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	228,865	31.00	226,138	34.57
Good Life Advisors, LLC	42,573	31.01	46,280	34.57
Western Wealth Management, LLC	19,331	31.04	19,088	34.58
DAVENPORT & Co LLC	18,638	31.01	17,408	34.58
Welch Group, LLC	15,928	31.01	14,592	34.54
Wedbush Securities Inc	10,795	31.03	10,330	34.56
Truist Financial Corp	7,610	31.01	11,077	34.58
Spire Wealth Management	7,463	30.95	7,814	34.55
Stratos Wealth Partners, LTD.	6,989	31.05	7,489	34.58
Centerpoint Advisors, LLC	1,700	31.18	1,700	34.71
North Star Investment Management Corp.	1,450	31.03	1,450	34.48
GPS Wealth Strategies Group, LLC	1,253	31.13	1,253	34.32
Orion Capital Management LLC	600	31.67	600	35.00
Umb Bank N A/mo	574	31.36	574	34.84

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
All Season Financial Advisors, Inc.	27,115	31.02	0

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
All Season Financial Advisors, Inc.	27,115	27,115	31.02	0		0.00
Commonwealth Equity Services, Llc	2,727	228,865	31.00	226,138	34.57	1.21
Welch Group, LLC	1,336	15,928	31.01	14,592	34.54	9.16
DAVENPORT & Co LLC	1,230	18,638	31.01	17,408	34.58	7.07
Wedbush Securities Inc	465	10,795	31.03	10,330	34.56	4.50
Western Wealth Management, LLC	243	19,331	31.04	19,088	34.58	1.27

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Good Life Advisors, LLC	3,707	42,573	31.01	46,280	34.57	-8.01
Truist Financial Corp	3,467	7,610	31.01	11,077	34.58	-31.30
Stratos Wealth Partners, LTD.	500	6,989	31.05	7,489	34.58	-6.68
Spire Wealth Management	351	7,463	30.95	7,814	34.55	-4.49

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name