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 26 116.00 116.51 116.50
Previous Quarter 28 112.00 111.69 111.10

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 13 1 11 4 6
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 2 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 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
Advisor Group Holdings, Inc. 23,900 116.53
Envestnet Asset Management Inc 10,400 116.54
Citadel Advisors Llc 10,341 116.53
Old Mission Capital Llc 10,107 116.55
Susquehanna International Group, Llp 3,408 116.49
Susquehanna International Group, Llp 2,900 116.55
Citadel Advisors Llc 1,900 116.32
Tower Research Capital LLC (TRC) 1,797 116.30
Qube Research & Technologies Ltd 1,758 116.61
Cutler Group LP 400 115.00
UBS Group AG 372 115.59
Northwestern Mutual Wealth Management Co 300 116.67
Citigroup Inc 200 115.00
Cutler Group LP 100
Jpmorgan Chase & Co 64 109.38
Wells Fargo & Company/mn 1
Barclays Plc 0
Glassman Wealth Services 0
Wolverine Trading, Llc 0
CoreCap Advisors, LLC 0

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
Advisor Group Holdings, Inc. 21,142 111.67
Envestnet Asset Management Inc 11,093 111.69
Susquehanna International Group, Llp 9,311 111.70
Old Mission Capital Llc 9,271 111.64
Tower Research Capital LLC (TRC) 5,092 111.74
Citadel Advisors Llc 3,600 111.67
Citadel Advisors Llc 3,349 111.68
Qube Research & Technologies Ltd 2,682 111.86
Jane Street Group, Llc 2,400 111.67
Wolverine Trading, Llc 2,000 110.50
UBS Group AG 1,161 111.97
CoreCap Advisors, LLC 1,100 111.82
Wells Fargo & Company/mn 757 112.29
Cutler Group LP 400 7.50
Cutler Group LP 400 110.00
Proequities, Inc. 300 113.33
Citigroup Inc 200 110.00
RPg Family Wealth Advisory, LLC 99 111.11
Simplex Trading, Llc 0
BDO Wealth Advisors, LLC 0

 

Recent Quarter Analysis

Name Shares PPS
Northwestern Mutual Wealth Management Co 300 116.67
Name Shares PPS
Citadel Advisors Llc 3,600 111.67
Jane Street Group, Llc 2,400 111.67
Wolverine Trading, Llc 2,000 110.50
CoreCap Advisors, LLC 1,100 111.82
Cutler Group LP 400 7.50
Proequities, Inc. 300 113.33
RPg Family Wealth Advisory, LLC 99 111.11
Simplex Trading, Llc
BDO Wealth Advisors, LLC
United Capital Financial Advisers, Llc
Barclays Plc
Glassman Wealth Services
Fmr Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Wells Fargo & Company/mn 1 757 112.29
Name Current Shares Current PPS Previous Shares Previous PPS
Advisor Group Holdings, Inc. 23,900 116.53 21,142 111.67
Envestnet Asset Management Inc 10,400 116.54 11,093 111.69
Citadel Advisors Llc 10,341 116.53 3,600 111.67
Old Mission Capital Llc 10,107 116.55 9,271 111.64
Susquehanna International Group, Llp 3,408 116.49 9,311 111.70
Tower Research Capital LLC (TRC) 1,797 116.30 5,092 111.74
Qube Research & Technologies Ltd 1,758 116.61 2,682 111.86
Cutler Group LP 400 115.00 400 7.50
UBS Group AG 372 115.59 1,161 111.97
Citigroup Inc 200 115.00 200 110.00
Jpmorgan Chase & Co 64 109.38 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Citadel Advisors Llc 6,741 10,341 116.53 3,600 111.67 187.25
Advisor Group Holdings, Inc. 2,758 23,900 116.53 21,142 111.67 13.05
Old Mission Capital Llc 836 10,107 116.55 9,271 111.64 9.02
Jpmorgan Chase & Co 64 64 109.38 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Susquehanna International Group, Llp 5,903 3,408 116.49 9,311 111.70 -63.40
Tower Research Capital LLC (TRC) 3,295 1,797 116.30 5,092 111.74 -64.71
Qube Research & Technologies Ltd 924 1,758 116.61 2,682 111.86 -34.45
UBS Group AG 789 372 115.59 1,161 111.97 -67.96
Wells Fargo & Company/mn 756 1 757 112.29 -99.87
Envestnet Asset Management Inc 693 10,400 116.54 11,093 111.69 -6.25
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Jane Street Group, Llc 2,400
Wolverine Trading, Llc 2,000
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
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