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 | 552 | NaN | 0.00 | 185.98 |
| Previous Quarter | 570 | NaN | 0.00 | 185.02 |
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 | 14 | 91 | 81 | 10 | 35 | 34 |
| 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 | 8 | 5 | 41 | 1 | 17 | 16 |
| 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 | 658 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 658 | 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/ | 4,349,565 | 195.91 |
| Wellspring Financial Advisors, LLC | 797,252 | 3.12 |
| Morgan Stanley | 674,169 | 195.91 |
| OWLSX - Old Westbury Large Cap Strategies Fund | 635,150 | 195.75 |
| Envestnet Asset Management Inc | 590,076 | 195.91 |
| LPL Financial LLC | 441,706 | 195.91 |
| Advisor Group Holdings, Inc. | 397,676 | 192.40 |
| TDSC - Cabana Target Drawdown 10 ETF | 390,929 | 200.11 |
| Ameritas Advisory Services, LLC | 317,096 | 195.91 |
| Morningstar Investment Management LLC | 273,693 | 195.91 |
| Bessemer Group Inc | 239,600 | 195.91 |
| OWSMX - Old Westbury Small & Mid Cap Strategies Fund | 238,000 | 200.11 |
| UBS Group AG | 237,849 | 195.91 |
| Commonwealth Equity Services, Llc | 235,244 | 185.34 |
| Morningstar Funds Trust - Morningstar U.S. Equity Fund | 223,488 | 200.11 |
| Wells Fargo & Company/mn | 222,282 | 195.90 |
| Ameriprise Financial Inc | 210,422 | 196.02 |
| Royal Bank Of Canada | 199,712 | 195.91 |
| Cambridge Investment Research Advisors, Inc. | 178,466 | 185.34 |
| Morningstar Investment Services LLC | 176,452 | 197.05 |
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/ | 4,349,565 | 195.91 |
| Beacon Capital Management, Inc. | 1,159,200 | 195.91 |
| Wellspring Financial Advisors, LLC | 797,252 | 3.12 |
| Exchange Traded Concepts, Llc | 716,974 | 195.91 |
| Morgan Stanley | 674,169 | 195.91 |
| OWLSX - Old Westbury Large Cap Strategies Fund | 635,150 | 195.75 |
| Envestnet Asset Management Inc | 590,076 | 195.91 |
| LPL Financial LLC | 441,706 | 195.91 |
| TDSC - Cabana Target Drawdown 10 ETF | 404,535 | 195.75 |
| Advisor Group Holdings, Inc. | 397,676 | 192.40 |
| Morningstar Funds Trust - Morningstar U.S. Equity Fund | 344,138 | 195.75 |
| Ameritas Advisory Services, LLC | 317,096 | 195.91 |
| Morningstar Investment Management LLC | 273,693 | 195.91 |
| Bessemer Group Inc | 239,600 | 195.91 |
| OWSMX - Old Westbury Small & Mid Cap Strategies Fund | 238,000 | 195.75 |
| UBS Group AG | 237,849 | 195.91 |
| Ameritas Investment Corp | 232,388 | 0.18 |
| Wells Fargo & Company/mn | 222,282 | 195.90 |
| Ameriprise Financial Inc | 210,422 | 196.02 |
| Commonwealth Equity Services, Llc | 203,995 | 195.91 |
| Name | Shares | PPS |
|---|---|---|
| Weitzel Financial Services, Inc. | 70,925 | 185.34 |
| Joule Financial, LLC | 24,270 | 185.33 |
| Milestone Advisory Partners | 22,836 | 187.95 |
| Claudia M.p. Batlle, Crp (r) Llc | 15,202 | 185.30 |
| SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 12,810 | 200.08 |
| Asset Dedication, LLC | 8,315 | 183.16 |
| First Bancorp, Inc /ME/ | 3,745 | 185.31 |
| Householder Group Estate & Retirement Specialist, LLC | 3,451 | 185.45 |
| Savant Capital, LLC | 1,383 | 185.10 |
| CVA Family Office, LLC | 1,295 | 185.33 |
| Heritage Financial Services, LLC | 186 | 182.80 |
| Bogart Wealth, LLC | 30 | 200.00 |
| Gleason Group, Inc. | 29 | 172.41 |
| Axiom Financial Strategies, LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Ameritas Investment Corp | 232,388 | 0.18 |
| TDSB - Cabana Target Drawdown 7 ETF | 134,726 | 195.75 |
| TDSD - Cabana Target Drawdown 13 ETF | 88,423 | 195.75 |
| Green Harvest Asset Management LLC | 74,286 | 161.75 |
| Stuart Chaussee & Associates, Inc. | 73,498 | 195.91 |
| Moors & Cabot, Inc. | 12,000 | 0.08 |
| Foundations Investment Advisors, LLC | 10,786 | 203.88 |
| Hochman Cole Investment Advisors, Inc. | 4,730 | 179.28 |
| Mid Atlantic Financial Management Inc/adv | 3,020 | 179.14 |
| Bell Rock Capital Llc | 2,977 | 202.55 |
| New England Investment & Retirement Group, Inc. | 2,376 | 179.29 |
| Homrich & Berg | 1,711 | 179.43 |
| Orion Portfolio Solutions, LLC | 1,624 | 195.81 |
| IFP Advisors, Inc | 1,450 | 200.00 |
| Crescent Capital Consulting, LLC | 1,387 | 199.71 |
| Heritage Wealth Management, Llc | 1,375 | 178.91 |
| Secure Asset Management, LLC | 1,214 | 196.05 |
| Carroll Financial Associates, Inc. | 1,135 | 196.48 |
| Transcend Wealth Collective, Llc | 1,098 | 195.81 |
| Round Table Services, LLC | 1,074 | 195.53 |
| HBW Advisory Services LLC | 1,039 | 196.34 |
| Filbrandt Wealth Management, LLC | 314 | 178.34 |
| Elm Partners Management LLC | 193 | 196.89 |
| Wealth Quarterback LLC | 151 | |
| Rosenberg Matthew Hamilton | 50 | 200.00 |
| McCarthy Asset Management, Inc. | 21 | 190.48 |
| Burleson & Company, LLC | 1 | |
| Cutler Group LP | ||
| O'ROURKE & COMPANY, Inc | ||
| JTC Employer Solutions Trusteee Ltd | ||
| St Germain D J Co Inc | ||
| United Asset Strategies, Inc. | ||
| Berman Capital Advisors, LLC | ||
| Citizens Financial Group Inc/ri | ||
| HB Wealth Management, LLC | ||
| Aevitas Wealth Management, Inc. | ||
| Vanguard Group Inc | ||
| Red Door Wealth Management, LLC | ||
| Navigation Wealth Management, Inc. | ||
| Kowal Investment Group, LLC | ||
| GWM Advisors LLC | ||
| Mcdonald Partners Llc | ||
| S.C. Financial Services, Inc. | ||
| Eagle Bay Advisors LLC | ||
| Simplex Trading, Llc | ||
| Krilogy Financial LLC | ||
| Calamos Wealth Management LLC | ||
| Cutler Group LP | ||
| Fortis Advisors, LLC | ||
| Guardian Wealth Management, Inc. | ||
| L2 Asset Management, LLC | ||
| Guyasuta Investment Advisors Inc | ||
| Franklin Resources Inc | ||
| First Horizon Advisors, Inc. | ||
| Curran Financial Partners, LLC | ||
| Covington Capital Management | ||
| Wealthgate Family Office, LLC | ||
| Confluence Wealth Services, Inc. | ||
| TD Capital Management LLC | ||
| StoneX Group Inc. | ||
| Lake Street Financial Llc | ||
| FourThought Financial, LLC | ||
| Antonetti Capital Management LLC | ||
| Invst, LLC | ||
| TCI Wealth Advisors, Inc. | ||
| Partners Capital Investment Group, Llp | ||
| Deutsche Bank Ag\ | ||
| Costello Asset Management, INC | ||
| Strategic Blueprint, LLC | ||
| Sandy Cove Advisors, LLC | ||
| Paradigm Financial Partners, Llc | ||
| Doyle Wealth Management | ||
| Ten Capital Wealth Advisors, LLC | ||
| Gsa Capital Partners Llp | ||
| Grace Capital | ||
| Inscription Capital, LLC | ||
| Old North State Trust, LLC | ||
| Citadel Advisors Llc | ||
| Apriem Advisors | ||
| Bank Hapoalim Bm | ||
| Cornerstone Advisory, LLC | ||
| Thompson Davis & Co., Inc. | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Flagship Harbor Advisors, Llc | ||
| First Command Advisory Services, Inc. | ||
| Dubuque Bank & Trust Co | ||
| Caisse De Depot Et Placement Du Quebec | ||
| Boston Private Wealth Llc | ||
| Huntington National Bank | ||
| Axiom Financial Strategies, LLC | ||
| Bigelow Investment Advisors, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 235,244 | 185.34 | 203,995 | 195.91 |
| Cambridge Investment Research Advisors, Inc. | 178,466 | 185.34 | 158,317 | 195.91 |
| Beacon Capital Management, LLC | 123,117 | 195.90 | 129,017 | 195.91 |
| Exchange Traded Concepts, Llc | 111,361 | 185.34 | 716,974 | 195.91 |
| Marotta Asset Management | 96,641 | 187.96 | 99,724 | 195.91 |
| Truist Financial Corp | 71,662 | 185.33 | 51,951 | 195.90 |
| CMH Wealth Management LLC | 63,017 | 185.35 | 63,065 | 195.91 |
| Private Advisor Group, LLC | 44,393 | 185.32 | 63,623 | 195.90 |
| Calton & Associates, Inc. | 20,568 | 185.34 | 21,509 | 195.87 |
| PFG Advisors | 18,887 | 185.37 | 17,659 | 195.88 |
| Matthew Goff Investment Advisor, LLC | 18,674 | 185.34 | 18,674 | 195.89 |
| Comerica Securities,inc. | 17,765 | 185.36 | 15,392 | 195.88 |
| Beacon Capital Management, Inc. | 14,842 | 185.35 | 1,159,200 | 195.91 |
| Arkadios Wealth Advisors | 12,353 | 0.16 | 13,895 | 0.22 |
| Hamilton Wealth, LLC | 12,323 | 185.34 | 12,159 | 195.90 |
| McKinley Carter Wealth Services, Inc. | 11,270 | 185.36 | 11,885 | 195.88 |
| Avondale Wealth Management | 7,131 | 185.39 | 5,022 | 195.94 |
| Westside Investment Management, Inc. | 6,798 | 17.65 | 4,573 | 26.24 |
| Tsfg, Llc | 6,603 | 185.37 | 6,684 | 195.99 |
| Raymond James Trust N.a. | 6,029 | 185.27 | 6,047 | 195.96 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| TDSC - Cabana Target Drawdown 10 ETF | 390,929 | 200.11 | 404,535 | 195.75 |
| OWSMX - Old Westbury Small & Mid Cap Strategies Fund | 238,000 | 200.11 | 238,000 | 195.75 |
| Morningstar Funds Trust - Morningstar U.S. Equity Fund | 223,488 | 200.11 | 344,138 | 195.75 |
| TDSE - Cabana Target Drawdown 16 ETF | 46,058 | 200.12 | 46,785 | 195.75 |
| Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund | 33,109 | 200.10 | 33,109 | 195.75 |
| Massmutual Trust Co Fsb/adv | 20,922 | 0.19 | 21,746 | 0.18 |
| Brookstone Capital Management | 3,812 | 187.30 | 0 | |
| Praetorian Wealth Management, Inc. | 3,508 | 185.29 | 0 | |
| ACG Wealth | 100 | 190.00 | 0 | |
| Trust Co Of Vermont | 58 | 189.66 | 0 |
| Name | Current Puts |
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| 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 |
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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 |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Joule Financial, LLC | 24,270 | 185.33 |
| Milestone Advisory Partners | 22,836 | 187.95 |
| Claudia M.p. Batlle, Crp (r) Llc | 15,202 | 185.30 |
| Asset Dedication, LLC | 8,315 | 183.16 |
| Householder Group Estate & Retirement Specialist, LLC | 3,451 | 185.45 |
| Savant Capital, LLC | 1,383 | 185.10 |
| Heritage Financial Services, LLC | 186 | 182.80 |
| Bogart Wealth, LLC | 30 | 200.00 |
| Name | Shares | PPS |
|---|---|---|
| Bell Rock Capital Llc | 2,977 | 202.55 |
| McCarthy Asset Management, Inc. | 21 | 190.48 |
| Secure Asset Management, LLC | 1,214 | 196.05 |
| Elm Partners Management LLC | 193 | 196.89 |
| Round Table Services, LLC | 1,074 | 195.53 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 235,244 | 185.34 | 203,995 | 195.91 |
| Beacon Capital Management, LLC | 123,117 | 195.90 | 129,017 | 195.91 |
| Exchange Traded Concepts, Llc | 111,361 | 185.34 | 716,974 | 195.91 |
| Marotta Asset Management | 96,641 | 187.96 | 99,724 | 195.91 |
| Truist Financial Corp | 71,662 | 185.33 | 51,951 | 195.90 |
| Matthew Goff Investment Advisor, LLC | 18,674 | 185.34 | 18,674 | 195.89 |
| Comerica Securities,inc. | 17,765 | 185.36 | 15,392 | 195.88 |
| Beacon Capital Management, Inc. | 14,842 | 185.35 | 1,159,200 | 195.91 |
| GSB Wealth Management, LLC | 4,830 | 185.30 | 6,267 | 195.95 |
| Spinnaker Investment Group, LLC | 4,820 | 185.27 | 1,190 | 197.48 |
| Stratos Wealth Partners, LTD. | 4,506 | 185.31 | 5,049 | 195.88 |
| Western Wealth Management, LLC | 4,458 | 186.41 | 4,566 | 195.80 |
| Wealthfront Advisers Llc | 4,115 | 185.42 | 2,528 | 195.81 |
| MAI Capital Management | 3,740 | 185.29 | 3,421 | 195.85 |
| Avantax Planning Partners, Inc. | 3,728 | 185.35 | 3,728 | 195.82 |
| Autus Asset Management, LLC | 3,190 | 185.27 | 3,019 | 196.09 |
| Brandywine Oak Private Wealth Llc | 3,151 | 185.34 | 31,994 | 195.85 |
| Spire Wealth Management | 2,996 | 185.25 | 3,246 | 195.93 |
| Retirement Guys Formula Llc | 2,914 | 185.31 | 2,413 | 196.02 |
| Geneos Wealth Management Inc. | 2,777 | 187.61 | 2,828 | 195.54 |
| KG&L Capital Management,LLC | 2,573 | 185.39 | 2,631 | 195.74 |
| Wedbush Securities Inc | 2,527 | 185.20 | 2,566 | 196.02 |
| CWA Asset Management Group, LLC | 2,523 | 185.49 | 2,422 | 195.71 |
| Pinnacle Financial Group, LLC / IL | 2,207 | 185.32 | 2,205 | 195.92 |
| Northstar Asset Management Llc | 2,005 | 185.54 | 1,955 | 195.91 |
| NorthCrest Asset Manangement, LLC | 1,635 | 185.32 | 1,628 | 195.95 |
| Collective Family Office Llc | 1,600 | 185.62 | 2,200 | 195.91 |
| DAVENPORT & Co LLC | 1,252 | 185.30 | 1,122 | 196.08 |
| Stratos Wealth Advisors, LLC | 1,224 | 185.46 | 1,220 | 195.90 |
| Octavia Wealth Advisors, LLC | 1,184 | 184.12 | 1,400 | 195.71 |
| Lakeview Capital Partners, LLC | 928 | 185.34 | 952 | 196.43 |
| Harel Insurance Investments & Financial Services Ltd. | 852 | 185.45 | 852 | 196.01 |
| North Star Investment Management Corp. | 725 | 184.83 | 725 | 195.86 |
| JNBA Financial Advisors | 307 | 185.67 | 307 | 195.44 |
| Money Concepts Capital Corp | 264 | 189.39 | 5,380 | 195.91 |
| Carolina Wealth Advisors, LLC | 257 | 186.77 | 257 | 194.55 |
| Ballast Advisors Llc | 247 | 186.23 | 247 | 194.33 |
| SYM FINANCIAL Corp | 214 | 186.92 | 107 | 196.26 |
| Sandy Spring Bank | 118 | 186.44 | 118 | 194.92 |
| Charter Oak Capital Management, LLC | 80 | 187.50 | 79 | 202.53 |
| Capital Investment Advisory Services, LLC | 24 | 166.67 | 24 | 208.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Trust Co Of Vermont | 58 | 189.66 | 0 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous 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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