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 | 439 | 188.00 | 194.04 | 184.78 |
| Previous Quarter | 465 | 189.00 | 194.04 | 178.00 |
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 | 84 | 25 | 2 | 8 | 11 |
| 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 | 4 | 22 | 1 | 7 | 9 |
| 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 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 | 20 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 20 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
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/ | 3,862,387 | 194.05 |
| Beacon Capital Management, Inc. | 1,264,993 | 194.05 |
| Aaron Wealth Advisors LLC | 540,623 | 5.15 |
| Ameriprise Financial Inc | 496,368 | 194.57 |
| Envestnet Asset Management Inc | 478,476 | 194.05 |
| Ameritas Advisory Services, LLC | 333,740 | 194.05 |
| Wells Fargo & Company/mn | 285,219 | 194.05 |
| Manufacturers Life Insurance Company, The | 281,479 | 194.05 |
| Advisor Group Holdings, Inc. | 272,518 | 187.98 |
| Morgan Stanley | 271,929 | 194.05 |
| Personal Capital Advisors Corp | 267,785 | 194.05 |
| UBS Group AG | 181,425 | 194.05 |
| Northwestern Mutual Wealth Management Co | 179,489 | 194.06 |
| LPL Financial LLC | 108,476 | 194.05 |
| AE Wealth Management LLC | 102,433 | 194.05 |
| Raymond James & Associates | 92,169 | 194.07 |
| Beacon Capital Management, LLC | 91,285 | 194.03 |
| Dowling & Yahnke Llc | 88,607 | 194.05 |
| Pnc Financial Services Group, Inc. | 86,767 | 194.07 |
| Royal Bank Of Canada | 86,507 | 194.05 |
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/ | 3,862,387 | 194.05 |
| Beacon Capital Management, Inc. | 1,264,993 | 194.05 |
| Aaron Wealth Advisors LLC | 540,623 | 5.15 |
| Ameriprise Financial Inc | 496,368 | 194.57 |
| Envestnet Asset Management Inc | 478,476 | 194.05 |
| Ameritas Advisory Services, LLC | 333,740 | 194.05 |
| Wells Fargo & Company/mn | 285,219 | 194.05 |
| Manufacturers Life Insurance Company, The | 281,479 | 194.05 |
| Advisor Group Holdings, Inc. | 272,518 | 187.98 |
| Morgan Stanley | 271,929 | 194.05 |
| Personal Capital Advisors Corp | 267,785 | 194.05 |
| Ameritas Investment Corp | 267,768 | 0.17 |
| Moors & Cabot, Inc. | 208,000 | 0.09 |
| UBS Group AG | 181,425 | 194.05 |
| Northwestern Mutual Wealth Management Co | 179,489 | 194.06 |
| LPL Financial LLC | 108,476 | 194.05 |
| AE Wealth Management LLC | 102,433 | 194.05 |
| Raymond James & Associates | 92,169 | 194.07 |
| Beacon Capital Management, LLC | 91,285 | 194.03 |
| Dowling & Yahnke Llc | 88,607 | 194.05 |
| Name | Shares | PPS |
|---|---|---|
| Gleason Group, Inc. | 29 | 172.41 |
| Name | Shares | PPS |
|---|---|---|
| Ameritas Investment Corp | 267,768 | 0.17 |
| Moors & Cabot, Inc. | 208,000 | 0.09 |
| Green Harvest Asset Management LLC | 21,302 | 173.22 |
| Susquehanna International Group, Llp | 12,700 | 194.02 |
| Spring Creek Investment Management, LLC | 6,000 | 173.17 |
| Newport Wealth Strategies, Inc. | 2,290 | 173.36 |
| Mid Atlantic Financial Management Inc/adv | 2,153 | 173.25 |
| HBW Advisory Services LLC | 1,555 | 194.21 |
| Boltwood Capital Management | 1,237 | 194.02 |
| RBA Wealth Management, LLC | 1,179 | 194.23 |
| Carroll Financial Associates, Inc. | 303 | 194.72 |
| IFP Advisors, Inc | 189 | 195.77 |
| Koshinski Asset Management, Inc. | 82 | 195.12 |
| Rosenberg Matthew Hamilton | 46 | 195.65 |
| Vigilant Capital Management, LLC | 20 | 200.00 |
| Pinnacle Bancorp, Inc. | 18 | 166.67 |
| Transform Wealth, LLC | ||
| Newbridge Financial Services Group, Inc. | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Intelligence Driven Advisers, LLC | ||
| Parisi Gray Wealth Management | ||
| Intrua Financial, LLC | ||
| Retirement Group, LLC | ||
| Financial Insights, Inc. | ||
| SkyView Investment Advisors, LLC | ||
| Southern Farm Bureau Life Insurance | ||
| Red Door Wealth Management, LLC | ||
| Homrich & Berg | ||
| Flow Traders U.s. Llc | ||
| TCI Wealth Advisors, Inc. | ||
| Asset Dedication, LLC | ||
| Sandy Cove Advisors, LLC | ||
| Insight Folios Inc | ||
| First Manhattan Co | ||
| StoneX Group Inc. | ||
| Brown Brothers Harriman & Co | ||
| Wealthgate Family Office, LLC | ||
| Vanguard Group Inc | ||
| Proffitt & Goodson Inc | ||
| Mcdonald Partners Llc | ||
| RPG Investment Advisory, LLC | ||
| Financial Sense Advisors, Inc. | ||
| Two Sigma Securities, Llc | ||
| TD Capital Management LLC | ||
| Huntington National Bank | ||
| Orion Portfolio Solutions, LLC | ||
| Barclays Plc | ||
| Guyasuta Investment Advisors Inc | ||
| Wolff Wiese Magana Llc | ||
| Parsec Financial Management, Inc. | ||
| GWM Advisors LLC | ||
| Mutual Advisors, LLC | ||
| Old Mission Capital Llc | ||
| Merriman Wealth Management, LLC | ||
| Wunderlich Securities, Inc. | ||
| Bouchey Financial Group Ltd | ||
| Dixon Hughes Goodman Wealth Advisors LLC | ||
| Ameritas Investment Partners, Inc. | ||
| Keystone Financial Group | ||
| CoreCap Advisors, LLC | ||
| Strategic Blueprint, LLC | ||
| Jacobi Capital Management LLC | ||
| Ergoteles LLC | ||
| Belmont Capital, LLC | ||
| Marks Wealth, LLC | ||
| Ford Financial Group, LLC | ||
| Advisors Preferred, LLC | ||
| Arkadios Wealth Advisors | ||
| Praetorian Wealth Management, Inc. | ||
| London & Capital Asset Management Ltd | ||
| Ahrens Investment Partners LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Franklin Resources Inc | ||
| Bank Hapoalim Bm | ||
| Absolute Capital Management, LLC | ||
| Stephens Inc /ar/ | ||
| Iron Financial, LLC | ||
| Perennial Advisors, LLC | ||
| Bessemer Group Inc | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Retirement Planning Co of New England, Inc. | ||
| Banco Santander, S.A. | ||
| Milestone Advisory Partners | ||
| Professional Financial Advisors, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 10,903 | 160.23 | 11,018 | 194.05 |
| Private Advisor Group, LLC | 10,380 | 160.21 | 29,805 | 194.09 |
| Massmutual Trust Co Fsb/adv | 9,343 | 0.11 | 9,284 | 0.22 |
| Miracle Mile Advisors, LLC | 6,579 | 160.21 | 6,868 | 194.09 |
| 180 Wealth Advisors, Llc | 4,460 | 161.21 | 4,455 | 197.98 |
| Tsfg, Llc | 4,299 | 160.27 | 4,391 | 194.03 |
| First Financial Corp /in/ | 3,833 | 160.19 | 4,125 | 193.94 |
| Dentgroup LLC | 3,573 | 160.09 | 3,555 | 194.09 |
| Wbh Advisory Inc | 3,166 | 158.24 | 4,475 | 189.94 |
| Trinity Legacy Partners, LLC | 3,105 | 158.45 | 3,235 | 194.13 |
| ACG Wealth | 2,161 | 160.11 | 2,155 | 193.97 |
| Prairiewood Capital, LLC | 1,873 | 160.17 | 1,873 | 193.81 |
| Atticus Wealth Management, Llc | 1,641 | 160.27 | 1,380 | 194.20 |
| Meadow Creek Wealth Advisors Llc | 1,558 | 160.46 | 1,558 | 193.84 |
| Planning Center, Inc. | 1,436 | 158.77 | 1,436 | 194.29 |
| McKinley Carter Wealth Services, Inc. | 1,304 | 160.28 | 1,537 | 193.88 |
| Webster Bank, N. A. | 997 | 160.48 | 997 | 193.58 |
| Independence Bank of Kentucky | 135 | 162.96 | 164 | 195.12 |
| Magnolia Capital Management Ltd | 85 | 164.71 | 85 | 188.24 |
| SOA Wealth Advisors, LLC. | 79 | 151.90 | 79 | 189.87 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Harrison & Co Wealth Management, LLC | 1,302 | 160.52 | 0 | |
| Cutler Group LP | 200 | 190.00 | 200 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Gleason Group, Inc. | 29 | 172.41 |
| Name | Shares | PPS |
|---|---|---|
| Pinnacle Bancorp, Inc. | 18 | 166.67 |
| Koshinski Asset Management, Inc. | 82 | 195.12 |
| Rosenberg Matthew Hamilton | 46 | 195.65 |
| HBW Advisory Services LLC | 1,555 | 194.21 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 10,903 | 160.23 | 11,018 | 194.05 |
| Private Advisor Group, LLC | 10,380 | 160.21 | 29,805 | 194.09 |
| Miracle Mile Advisors, LLC | 6,579 | 160.21 | 6,868 | 194.09 |
| 180 Wealth Advisors, Llc | 4,460 | 161.21 | 4,455 | 197.98 |
| Tsfg, Llc | 4,299 | 160.27 | 4,391 | 194.03 |
| First Financial Corp /in/ | 3,833 | 160.19 | 4,125 | 193.94 |
| Dentgroup LLC | 3,573 | 160.09 | 3,555 | 194.09 |
| Wbh Advisory Inc | 3,166 | 158.24 | 4,475 | 189.94 |
| Trinity Legacy Partners, LLC | 3,105 | 158.45 | 3,235 | 194.13 |
| ACG Wealth | 2,161 | 160.11 | 2,155 | 193.97 |
| Prairiewood Capital, LLC | 1,873 | 160.17 | 1,873 | 193.81 |
| Atticus Wealth Management, Llc | 1,641 | 160.27 | 1,380 | 194.20 |
| Meadow Creek Wealth Advisors Llc | 1,558 | 160.46 | 1,558 | 193.84 |
| Planning Center, Inc. | 1,436 | 158.77 | 1,436 | 194.29 |
| McKinley Carter Wealth Services, Inc. | 1,304 | 160.28 | 1,537 | 193.88 |
| Webster Bank, N. A. | 997 | 160.48 | 997 | 193.58 |
| Magnolia Capital Management Ltd | 85 | 164.71 | 85 | 188.24 |
| SOA Wealth Advisors, LLC. | 79 | 151.90 | 79 | 189.87 |
| Sargent Bickham Lagudis LLC | 52 | 153.85 | 52 | 192.31 |
| Mascoma Wealth Management LLC | 46 | 152.17 | 40 | 200.00 |
| Allworth Financial LP | 39 | 153.85 | 134 | 194.03 |
| Global Retirement Partners, LLC | 25 | 160.00 | 25 | 200.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Harrison & Co Wealth Management, LLC | 1,302 | 160.52 | 0 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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