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 79 62.00 63.12 62.22
Previous Quarter 83 62.00 63.12 61.43

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 22 2 1 1 0
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 1 1 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
Toth Financial Advisory Corp 102,399 63.13
Citadel Advisors Llc 49,194 63.14
Susquehanna International Group, Llp 43,464 63.13
HighTower Advisors, LLC 42,166 63.11
Susquehanna International Group, Llp 29,000 63.14
Jane Street Group, Llc 28,300 63.14
9258 Wealth Management, LLC 23,400 63.12
Integrated Advisors Network LLC 21,541 63.14
Truist Financial Corp 18,600 63.12
Dimension Capital Management Llc 18,250 63.12
Bell Rock Capital Llc 18,154 60.04
Kestra Advisory Services, LLC 17,754 63.14
Pnc Financial Services Group, Inc. 17,020 63.10
Roanoke Asset Management Corp/ Ny 13,440 63.10
Envestnet Asset Management Inc 13,393 63.17
Advisor Group Holdings, Inc. 11,454 63.12
Tower Research Capital LLC (TRC) 11,292 63.14
Blair William & Co/il 10,635 63.09
Capital Investment Counsel, Inc 9,630 63.14
CIBC Private Wealth Group, LLC 9,000 63.11

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
Toth Financial Advisory Corp 102,399 63.13
Citadel Advisors Llc 49,194 63.14
Susquehanna International Group, Llp 43,464 63.13
HighTower Advisors, LLC 42,166 63.11
Susquehanna International Group, Llp 29,000 63.14
Jane Street Group, Llc 28,300 63.14
9258 Wealth Management, LLC 23,400 63.12
Integrated Advisors Network LLC 21,541 63.14
Truist Financial Corp 18,600 63.12
Dimension Capital Management Llc 18,250 63.12
Bell Rock Capital Llc 18,154 60.04
Kestra Advisory Services, LLC 17,754 63.14
Pnc Financial Services Group, Inc. 17,020 63.10
Roanoke Asset Management Corp/ Ny 13,440 63.10
Envestnet Asset Management Inc 13,393 63.17
Advisor Group Holdings, Inc. 11,454 63.12
Tower Research Capital LLC (TRC) 11,292 63.14
Moors & Cabot, Inc. 11,000 1.00
Blair William & Co/il 10,635 63.09
Capital Investment Counsel, Inc 9,630 63.14

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Moors & Cabot, Inc. 11,000 1.00
Sanders Morris Harris Llc 4,076 63.05
Krilogy Financial LLC 3,425 63.07
BDO Wealth Advisors, LLC
Private Ocean, LLC
Simplex Trading, Llc
Retirement Planning Co of New England, Inc.
Proequities, Inc.
Advisory Services Network, LLC
Cahill Financial Advisors Inc
Creative Planning
Terra Nova Asset Management LLC
Sprott Inc.
Wealthcare Advisory Partners LLC
BerganKDV Wealth Management, LLC
RPg Family Wealth Advisory, LLC
Northwestern Mutual Wealth Management Co
NEIRG Wealth Management, LLC
Mathes Company, Inc.
Cetera Investment Advisers
Barclays Plc
Thompson Davis & Co., Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 489 42.94 489 63.39
Valley National Advisers Inc 120 41.67 120 66.67
Name Current Shares Current PPS Previous Shares Previous PPS
Activest Wealth Management 7,000 43.14 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Activest Wealth Management 7,000 7,000 43.14 0 0.00
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Krilogy Financial LLC 3,425 63.07
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 489 42.94 489 63.39
Valley National Advisers Inc 120 41.67 120 66.67
Name Current Shares Current PPS Previous Shares Previous PPS
Activest Wealth Management 7,000 43.14 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Activest Wealth Management 7,000 7,000 43.14 0 0.00
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