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 | 519 | NaN | 0.00 | 295.29 |
| Previous Quarter | 546 | NaN | 0.00 | 281.31 |
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 | 7 | 147 | 74 | 3 | 23 | 35 |
| 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 | 5 | 14 | 35 | 1 | 10 | 17 |
| 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 | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 0 | 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/ | 1,227,527 | 305.24 |
| Prudential Financial Inc | 639,178 | 305.24 |
| UBS Group AG | 582,668 | 305.24 |
| Wells Fargo & Company/mn | 464,704 | 305.24 |
| Morgan Stanley | 334,183 | 305.24 |
| Envestnet Asset Management Inc | 300,050 | 305.24 |
| Jpmorgan Chase & Co | 254,476 | 305.24 |
| LPL Financial LLC | 216,086 | 305.24 |
| Raymond James Financial Services Advisors, Inc. | 197,141 | 305.24 |
| Advisor Group Holdings, Inc. | 187,956 | 295.27 |
| Ameritas Advisory Services, LLC | 178,200 | 305.24 |
| First Republic Investment Management, Inc. | 165,451 | 305.24 |
| Pnc Financial Services Group, Inc. | 118,650 | 305.23 |
| Royal Bank Of Canada | 116,266 | 305.24 |
| Full Sail Capital, LLC | 110,419 | 305.24 |
| TDSE - Cabana Target Drawdown 16 ETF | 100,206 | 270.16 |
| Janney Montgomery Scott LLC | 99,290 | 305.24 |
| M&t Bank Corp | 97,159 | 305.24 |
| Stifel Financial Corp | 77,375 | 305.23 |
| Kcm Investment Advisors Llc | 75,537 | 305.24 |
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/ | 1,227,527 | 305.24 |
| Prudential Financial Inc | 639,178 | 305.24 |
| Beacon Capital Management, Inc. | 618,954 | 305.24 |
| Aaron Wealth Advisors LLC | 589,113 | 3.28 |
| UBS Group AG | 582,668 | 305.24 |
| Exchange Traded Concepts, Llc | 508,664 | 305.24 |
| Wells Fargo & Company/mn | 464,704 | 305.24 |
| Morgan Stanley | 334,183 | 305.24 |
| Envestnet Asset Management Inc | 300,050 | 305.24 |
| CLSA - Cabana Target Leading Sector Aggressive ETF | 288,430 | 338.81 |
| TDSC - Cabana Target Drawdown 10 ETF | 255,611 | 338.81 |
| Jpmorgan Chase & Co | 254,476 | 305.24 |
| CLSM - Cabana Target Leading Sector Moderate ETF | 224,424 | 338.81 |
| LPL Financial LLC | 216,086 | 305.24 |
| Raymond James Financial Services Advisors, Inc. | 197,141 | 305.24 |
| Advisor Group Holdings, Inc. | 187,956 | 295.27 |
| Ameritas Advisory Services, LLC | 178,200 | 305.24 |
| Ameritas Investment Corp | 169,672 | 0.31 |
| First Republic Investment Management, Inc. | 165,451 | 305.24 |
| Pnc Financial Services Group, Inc. | 118,650 | 305.23 |
| Name | Shares | PPS |
|---|---|---|
| Grimes & Company, Inc. | 19,513 | 227.44 |
| Joule Financial, LLC | 16,899 | 227.47 |
| First Bancorp, Inc /ME/ | 3,235 | 227.51 |
| Asset Dedication, LLC | 314 | 226.11 |
| Urban Wealth Management, LLC | 100 | 230.00 |
| Sandy Spring Bank | 58 | 224.14 |
| Gleason Group, Inc. | 24 | 208.33 |
| Name | Shares | PPS |
|---|---|---|
| Aaron Wealth Advisors LLC | 589,113 | 3.28 |
| Exchange Traded Concepts, Llc | 508,664 | 305.24 |
| CLSA - Cabana Target Leading Sector Aggressive ETF | 288,430 | 338.81 |
| TDSC - Cabana Target Drawdown 10 ETF | 255,611 | 338.81 |
| CLSM - Cabana Target Leading Sector Moderate ETF | 224,424 | 338.81 |
| Ameritas Investment Corp | 169,672 | 0.31 |
| Moors & Cabot, Inc. | 82,000 | 0.10 |
| Green Harvest Asset Management LLC | 75,940 | 309.97 |
| ARMR - Armor US Equity Index ETF | 26,513 | 341.61 |
| IFP Advisors, Inc | 24,357 | 340.27 |
| Claudia M.p. Batlle, Crp (r) Llc | 11,612 | 305.20 |
| TDSA - Cabana Target Drawdown 5 ETF | 9,797 | 338.78 |
| Foundations Investment Advisors, LLC | 9,521 | 295.03 |
| Libra Wealth Llc | 3,651 | 307.86 |
| Homrich & Berg | 3,546 | 309.93 |
| Bell Rock Capital Llc | 1,513 | 292.13 |
| Sequoia Financial Advisors, LLC | 1,271 | 305.27 |
| Cutler Group LP | 1,200 | 7.50 |
| MAI Capital Management | 1,023 | 304.99 |
| Mid Atlantic Financial Management Inc/adv | 1,015 | 309.36 |
| Old Dominion Capital Management Inc | 890 | 310.11 |
| Dixon Hubard Feinour & Brown Inc/va | 858 | 305.36 |
| Hamilton Wealth, LLC | 848 | 305.42 |
| Sightline Wealth Advisors, LLC | 838 | 305.49 |
| Boltwood Capital Management | 806 | 305.21 |
| DAVENPORT & Co LLC | 753 | 305.44 |
| Patton Albertson Miller Group, Llc | 740 | 305.41 |
| Round Rock Advisors, LLC | 720 | 305.56 |
| HBW Advisory Services LLC | 715 | 304.90 |
| Ccg Wealth Management, Llc | 694 | 305.48 |
| IVC Wealth Advisors LLC | 680 | 305.88 |
| Carroll Financial Associates, Inc. | 578 | 340.83 |
| Berman Capital Advisors, LLC | 209 | 306.22 |
| Koshinski Asset Management, Inc. | 209 | 306.22 |
| QALTX - Quantified Alternative Investment Fund Investor Class Shares | 138 | 311.59 |
| Elm Partners Management LLC | 124 | 306.45 |
| Sonora Investment Management, LLC | 100 | 310.00 |
| Wolff Wiese Magana Llc | 87 | 310.34 |
| Atticus Wealth Management, Llc | 62 | 306.45 |
| Investmark Advisory Group LLC | 50 | 340.00 |
| Worth Asset Management, LLC | 25 | 240.00 |
| McCarthy Asset Management, Inc. | 6 | 333.33 |
| Huntington National Bank | ||
| Ahrens Investment Partners LLC | ||
| Birchcreek Wealth Management, LLC | ||
| Taylor & Morgan Wealth Management, LLC | ||
| Tiaa, Fsb | ||
| StoneX Group Inc. | ||
| Asset Management Corp /il/ /adv | ||
| Grant/GrossMendelsohn, LLC | ||
| Garrett Investment Advisors LLC | ||
| ACG Wealth | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Kinloch Capital, LLC | ||
| Maryland Capital Management | ||
| Fermata Advisors, LLC | ||
| Simplex Trading, Llc | ||
| Paragon Wealth Strategies, LLC | ||
| Advisors Preferred, LLC | ||
| WMG Financial Advisors, LLC | ||
| Milestone Advisory Partners | ||
| DCM Advisors, LLC | ||
| Capital Investment Advisory Services, LLC | ||
| Morris Retirement Advisors, LLC | ||
| Soundwatch Capital LLC | ||
| Disciplined Investments, LLC | ||
| Optiver Holding B.V. | ||
| Wealthspire Advisors, LLC | ||
| Financial Architects, Inc | ||
| Jackson Wealth Management, LLC | ||
| BigSur Wealth Management LLC | ||
| Cary Street Partner Investment Advisory Llc | ||
| Retirement Group, LLC | ||
| Merit Financial Group, LLC | ||
| Calton & Associates, Inc. | ||
| GWM Advisors LLC | ||
| Dougherty Wealth Advisers LLC | ||
| Financial Management Professionals, Inc. | ||
| Absolute Capital Management, LLC | ||
| Arkadios Wealth Advisors | ||
| St Germain D J Co Inc | ||
| Ford Financial Group, LLC | ||
| Cullen/frost Bankers, Inc. | ||
| Bullseye Investment Management, LLC | ||
| Greystone Financial Group, LLC | ||
| IronBridge Private Wealth, LLC | ||
| BancFirst Trust & Investment Management | ||
| Harbor Investment Advisory, Llc | ||
| Vanguard Group Inc | ||
| Laurel Wealth Advisors LLC | ||
| Stelac Advisory Services LLC | ||
| Consolidated Planning Corp | ||
| Crescent Capital Consulting, LLC | ||
| HB Wealth Management, LLC | ||
| Orion Portfolio Solutions, LLC | ||
| Ibex Wealth Advisors | ||
| Qube Research & Technologies Ltd | ||
| Cabana Llc | ||
| Bogart Wealth, LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Leeward Financial Partners, LLC | ||
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Mcdonald Partners Llc | ||
| Wunderlich Securities, Inc. | ||
| CIBC World Markets Inc. | ||
| Plante Moran Financial Advisors, LLC | ||
| Woodward Diversified Capital, Llc | ||
| TAP Consulting, LLC | ||
| Dubuque Bank & Trust Co | ||
| Charles Schwab Trust Co | ||
| Jfs Wealth Advisors, Llc | ||
| Group One Trading, L.p. | ||
| Camelot Portfolios, LLC | ||
| Advisor Resource Council | ||
| Bessemer Group Inc | ||
| Strategic Blueprint, LLC | ||
| Fsb Premier Wealth Management, Inc. | ||
| WJ Wealth Management, LLC | ||
| Beaird Harris Wealth Management, LLC | ||
| Advisory Services Network, LLC | ||
| Haverford Trust Co | ||
| Capstone Wealth Management Group, Llc | ||
| Jacobi Capital Management LLC | ||
| Transform Wealth, LLC | ||
| Clear Harbor Asset Management, LLC | ||
| Autumn Glory Partners, LLC | ||
| Hc Financial Advisors Inc | ||
| Financial Counselors Inc | ||
| Princeton Global Asset Management LLC | ||
| Insight Folios Inc | ||
| Biltmore Capital Advisors LLC | ||
| Parisi Gray Wealth Management | ||
| ProVise Management Group, LLC | ||
| Alpha Cubed Investments, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| Ten Capital Wealth Advisors, LLC | ||
| Renaissance Technologies Llc | ||
| Two Sigma Securities, Llc | ||
| Eaton Vance Management | ||
| Vickerman Investment Advisors, Inc. | ||
| Macroview Investment Management Llc | ||
| Antonetti Capital Management LLC | ||
| Valeo Financial Advisors, LLC | ||
| Ground Swell Capital, LLC | ||
| Kestra Private Wealth Services, Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| TDSE - Cabana Target Drawdown 16 ETF | 100,206 | 270.16 | 49,414 | 338.81 |
| Commonwealth Equity Services, Llc | 58,615 | 227.45 | 61,904 | 305.23 |
| Spire Wealth Management | 57,305 | 227.47 | 83,682 | 305.44 |
| TDSD - Cabana Target Drawdown 13 ETF | 50,544 | 270.16 | 90,081 | 338.81 |
| Truist Financial Corp | 31,575 | 227.46 | 36,848 | 305.25 |
| Massmutual Trust Co Fsb/adv | 26,819 | 0.22 | 25,626 | 0.31 |
| Cambridge Investment Research Advisors, Inc. | 24,880 | 227.45 | 29,384 | 305.23 |
| Stratos Wealth Partners, LTD. | 22,938 | 227.48 | 22,610 | 305.26 |
| PFG Advisors | 21,166 | 227.44 | 21,402 | 305.21 |
| Clarity Wealth Advisors, LLC | 20,087 | 227.46 | 20,016 | 305.21 |
| Private Advisor Group, LLC | 18,751 | 227.45 | 27,868 | 305.22 |
| Westside Investment Management, Inc. | 18,252 | 37.04 | 17,302 | 39.13 |
| Morgan Jess S & Co Inc | 14,324 | 227.45 | 14,144 | 305.22 |
| Triangle Securities Wealth Management | 13,721 | 227.46 | 14,837 | 305.25 |
| Beacon Capital Management, Inc. | 11,394 | 227.49 | 618,954 | 305.24 |
| Kwmg, Llc | 11,010 | 227.43 | 10,072 | 305.20 |
| First Financial Corp /in/ | 10,614 | 227.53 | 10,962 | 305.24 |
| CLSC - Cabana Target Leading Sector Conservative ETF | 8,810 | 270.15 | 11,392 | 307.41 |
| Capital City Trust Co/fl | 5,152 | 227.29 | 5,174 | 305.18 |
| Evanson Asset Management, LLC | 4,334 | 227.50 | 4,334 | 305.26 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Praetorian Wealth Management, Inc. | 20,120 | 227.44 | 0 | |
| Lehman & Derafelo Financial Resources LLC | 197 | 228.43 | 0 | |
| Activest Wealth Management | 87 | 229.89 | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Grimes & Company, Inc. | 19,513 | 227.44 |
| Joule Financial, LLC | 16,899 | 227.47 |
| Asset Dedication, LLC | 314 | 226.11 |
| Urban Wealth Management, LLC | 100 | 230.00 |
| Sandy Spring Bank | 58 | 224.14 |
| Name | Shares | PPS |
|---|---|---|
| Sequoia Financial Advisors, LLC | 1,271 | 305.27 |
| Libra Wealth Llc | 3,651 | 307.86 |
| Bell Rock Capital Llc | 1,513 | 292.13 |
| Aaron Wealth Advisors LLC | 589,113 | 3.28 |
| Patton Albertson Miller Group, Llc | 740 | 305.41 |
| Claudia M.p. Batlle, Crp (r) Llc | 11,612 | 305.20 |
| DAVENPORT & Co LLC | 753 | 305.44 |
| Kestra Private Wealth Services, Llc | ||
| McCarthy Asset Management, Inc. | 6 | 333.33 |
| MAI Capital Management | 1,023 | 304.99 |
| Round Rock Advisors, LLC | 720 | 305.56 |
| Elm Partners Management LLC | 124 | 306.45 |
| Exchange Traded Concepts, Llc | 508,664 | 305.24 |
| Dixon Hubard Feinour & Brown Inc/va | 858 | 305.36 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 58,615 | 227.45 | 61,904 | 305.23 |
| Spire Wealth Management | 57,305 | 227.47 | 83,682 | 305.44 |
| Truist Financial Corp | 31,575 | 227.46 | 36,848 | 305.25 |
| Stratos Wealth Partners, LTD. | 22,938 | 227.48 | 22,610 | 305.26 |
| Clarity Wealth Advisors, LLC | 20,087 | 227.46 | 20,016 | 305.21 |
| Morgan Jess S & Co Inc | 14,324 | 227.45 | 14,144 | 305.22 |
| Beacon Capital Management, Inc. | 11,394 | 227.49 | 618,954 | 305.24 |
| Charter Oak Capital Management, LLC | 4,183 | 227.35 | 4,205 | 340.55 |
| NorthCrest Asset Manangement, LLC | 4,037 | 227.40 | 4,020 | 305.22 |
| Arthur M. Cohen & Associates, Llc | 3,820 | 227.49 | 3,820 | 305.24 |
| Autus Asset Management, LLC | 3,702 | 227.44 | 6,805 | 305.36 |
| Collective Family Office Llc | 2,881 | 227.35 | 3,721 | 305.29 |
| Brandywine Oak Private Wealth Llc | 2,784 | 227.37 | 51,695 | 305.21 |
| Money Concepts Capital Corp | 2,622 | 231.50 | 4,033 | 305.23 |
| Wedbush Securities Inc | 2,482 | 227.64 | 2,472 | 305.42 |
| Northstar Asset Management Llc | 2,305 | 227.33 | 2,065 | 305.08 |
| Western Wealth Management, LLC | 2,240 | 228.57 | 2,763 | 305.47 |
| Wealthfront Advisers Llc | 2,204 | 227.31 | 1,741 | 305.00 |
| Good Life Advisors, LLC | 1,545 | 227.83 | 1,754 | 305.02 |
| Everett Harris & Co /ca/ | 1,250 | 227.20 | 1,275 | 305.10 |
| Comerica Securities,inc. | 1,230 | 227.64 | 1,449 | 305.04 |
| Great Valley Advisor Group, Inc. | 1,196 | 227.42 | 1,016 | 305.12 |
| Secure Asset Management, LLC | 1,151 | 227.63 | 1,278 | 305.16 |
| Capital Financial Planning, LLC | 1,081 | 227.57 | 1,062 | 305.08 |
| BLB&B Advisors, LLC | 1,063 | 227.66 | 1,213 | 305.03 |
| GPS Wealth Strategies Group, LLC | 753 | 227.09 | 1,037 | 305.69 |
| Orion Capital Management LLC | 727 | 226.96 | 727 | 305.36 |
| Lakeview Capital Partners, LLC | 654 | 227.83 | 654 | 305.81 |
| Geneos Wealth Management Inc. | 637 | 230.77 | 637 | 304.55 |
| Umb Bank N A/mo | 545 | 227.52 | 545 | 304.59 |
| Baldwin Brothers Inc/ma | 129 | 224.81 | 168 | 303.57 |
| Founders Capital Management | 50 | 220.00 | 50 | 340.00 |
| TCI Wealth Advisors, Inc. | 40 | 225.00 | 40 | 300.00 |
| Atwood & Palmer Inc | 30 | 233.33 | 30 | 300.00 |
| North Star Investment Management Corp. | 13 | 230.77 | 13 | 307.69 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 197 | 228.43 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
|---|
| 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 |
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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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| Name |
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