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 86 45.00 46.42 43.27
Previous Quarter 113 47.00 46.42 44.88

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 64 4 0 0 2
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 2 3 0 0 2
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
Jane Street Group, Llc 53,877 46.44
Citadel Advisors Llc 47,504 46.44
Susquehanna International Group, Llp 37,300 46.43
FFHG - Formula Folios Hedged Growth ETF 32,830 45.72
Susquehanna International Group, Llp 31,800 46.42
Institute for Wealth Management, LLC. 30,095 46.42
Tower Research Capital LLC (TRC) 27,419 46.43
Envestnet Asset Management Inc 24,216 46.42
Susquehanna International Group, Llp 21,780 46.42
Capital Investment Counsel, Inc 21,090 30.87
Cutler Group LP 19,300 9.02
HighTower Advisors, LLC 18,441 46.42
Renaissance Technologies Llc 18,200 46.43
Squarepoint Ops LLC 16,073 46.41
Fort Point Capital Partners LLC 14,737 46.41
Geneos Wealth Management Inc. 14,714 31.53
Bard Associates Inc 14,570 46.40
Forefront Analytics, LLC 13,761 46.36
Apollon Wealth Management, LLC 13,057 46.41
Citadel Advisors Llc 12,600 46.43

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 53,877 46.44
Citadel Advisors Llc 47,504 46.44
Susquehanna International Group, Llp 37,300 46.43
FFHG - Formula Folios Hedged Growth ETF 32,830 45.72
Susquehanna International Group, Llp 31,800 46.42
Institute for Wealth Management, LLC. 30,095 46.42
Tower Research Capital LLC (TRC) 27,419 46.43
Harvest Investment Services, LLC 27,008 46.39
Envestnet Asset Management Inc 24,216 46.42
Cedar Capital, Llc 22,184 54.05
Susquehanna International Group, Llp 21,780 46.42
Capital Investment Counsel, Inc 21,090 46.42
Cutler Group LP 19,300 9.02
HighTower Advisors, LLC 18,441 46.42
Renaissance Technologies Llc 18,200 46.43
Squarepoint Ops LLC 16,073 46.41
Geneos Wealth Management Inc. 15,560 46.40
Fort Point Capital Partners LLC 14,737 46.41
Bard Associates Inc 14,570 46.40
Forefront Analytics, LLC 13,761 46.36

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Jane Street Group, Llc 53,877 46.44
Cedar Capital, Llc 22,184 54.05
Cutler Group LP 19,300 9.02
Silverleafe Capital Partners, LLC 6,803 46.45
Peterson Financial Group, Inc. 5,814 46.44
Spire Wealth Management 375 45.33
Koshinski Asset Management, Inc. 101 49.50
Carroll Financial Associates, Inc. 10
Wolverine Trading, Llc
Strategic Blueprint, LLC
National Asset Management, Inc.
Truist Financial Corp
We Are One Seven, LLC
Prudential Financial Inc
Cetera Investment Advisers
IFP Advisors, Inc
Sowell Financial Services LLC
Oppenheimer Asset Management Inc.
Private Advisor Group, LLC
Millennium Management Llc
Wealthbridge Capital Management, Llc
Cascadia Advisory Services, LLC
Park Avenue Securities Llc
Swmg, Llc
Veracity Capital LLC
Arkadios Wealth Advisors
Atria Investments Llc
Personal Cfo Solutions, Llc
Annapolis Financial Services, LLC
Arete Wealth Advisors, LLC
Centric Wealth Management
Verity Asset Management, Inc.
Brookstone Capital Management
TFAGX - TFA AlphaGen Growth Fund Class I
NEXT Financial Group, Inc
Marshall Financial Group LLC
Captrust Financial Advisors
Huntington National Bank
Regal Investment Advisors LLC
Fulcrum Equity Management
Integrated Advisors Network LLC
Adell Harriman & Carpenter Inc
Pnc Financial Services Group, Inc.
Belpointe Asset Management LLC
Bank Of America Corp /de/
Sawtooth Solutions, LLC
Barclays Plc
TFAMX - Tactical Moderate Allocation Fund Class A
Bill Few Associates, Inc.
Cwm, Llc
H&H Retirement Design & Management INC
Trust Co Of Vermont
IMC-Chicago, LLC
Main Management LLC
Proequities, Inc.
Cambridge Investment Research Advisors, Inc.
Two Sigma Securities, Llc
Kestra Advisory Services, LLC
Castleview Partners, Llc
Wolverine Trading, Llc
Aveo Capital Partners, LLC
Fmr Llc
TFAFX - Tactical Growth Allocation Fund Class I
Redmont Wealth Advisors Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Capital Investment Counsel, Inc 21,090 30.87 21,090 46.42
Geneos Wealth Management Inc. 14,714 31.53 15,560 46.40
Harvest Investment Services, LLC 10,746 30.80 27,008 46.39
Newbridge Financial Services Group, Inc. 260 30.77 260 46.15
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
Harvest Investment Services, LLC 16,262 10,746 30.80 27,008 46.39 -60.21
Geneos Wealth Management Inc. 846 14,714 31.53 15,560 46.40 -5.44
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
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
Spire Wealth Management 375 45.33
Peterson Financial Group, Inc. 5,814 46.44
Name Current Shares Current PPS Previous Shares Previous PPS
Capital Investment Counsel, Inc 21,090 30.87 21,090 46.42
Geneos Wealth Management Inc. 14,714 31.53 15,560 46.40
Harvest Investment Services, LLC 10,746 30.80 27,008 46.39
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
Harvest Investment Services, LLC 16,262 10,746 30.80 27,008 46.39 -60.21
Geneos Wealth Management Inc. 846 14,714 31.53 15,560 46.40 -5.44
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