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 712 77.00 77.19 86.24
Previous Quarter 748 244.00 93.39 93.01

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 29 207 497 17 198 200
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 1 1 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 7 0 0 5
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
Bank Of America Corp /de/ 25,466,470 77.19
Morgan Stanley 4,276,765 77.19
Wells Fargo & Company/mn 2,821,892 77.19
UBS Group AG 2,182,657 77.19
Fmr Llc 1,624,546 77.19
OWLSX - Old Westbury Large Cap Strategies Fund 1,333,480 96.02
Raymond James Financial Services Advisors, Inc. 777,235 77.19
LPL Financial LLC 709,773 77.19
Jpmorgan Chase & Co 682,367 77.19
Royal Bank Of Canada 680,840 77.19
Ameriprise Financial Inc 636,126 77.35
Morningstar Investment Services LLC 521,377 77.95
Envestnet Asset Management Inc 475,183 77.19
M&t Bank Corp 427,969 77.19
ARMR - Armor US Equity Index ETF 427,695 94.75
Raymond James & Associates 409,483 77.19
Stifel Financial Corp 357,937 77.19
Northwestern Mutual Wealth Management Co 339,968 77.19
Advisor Group Holdings, Inc. 331,260 77.33
Pnc Financial Services Group, Inc. 329,782 77.19

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
Bank Of America Corp /de/ 23,930,500 93.39
Jpmorgan Chase & Co 7,549,226 93.39
Morgan Stanley 4,450,983 93.39
Wells Fargo & Company/mn 3,189,581 93.39
Ameriprise Financial Inc 2,865,187 93.28
UBS Group AG 2,307,926 93.39
Beacon Capital Management, Inc. 1,998,819 93.39
Prudential Financial Inc 1,881,861 93.39
Fmr Llc 1,675,729 93.39
Bessemer Group Inc 1,344,070 93.39
OWLSX - Old Westbury Large Cap Strategies Fund 1,333,480 96.02
Envestnet Asset Management Inc 1,155,755 93.39
Raymond James Financial Services Advisors, Inc. 914,251 93.39
Royal Bank Of Canada 821,657 93.39
LPL Financial LLC 736,307 93.39
Advisor Group Holdings, Inc. 727,282 130.98
Morningstar Investment Services LLC 709,470 95.75
Ameritas Advisory Services, LLC 547,620 93.39
Ameritas Investment Corp 546,737 0.09
ARMR - Armor US Equity Index ETF 427,695 94.75

 

Recent Quarter Analysis

Name Shares PPS
Joule Financial, LLC 84,015 77.19
Evolution Wealth Advisors, LLC 80,560 77.18
Merit Financial Group, LLC 76,690 77.19
New York Life Investment Management Llc 29,916 77.18
Kennicott Capital Management Llc 20,379 77.19
Novare Capital Management Llc 15,900 77.17
Checchi Capital Advisers, LLC 11,580 82.90
Pinnacle Associates Ltd 7,801 77.17
Transatlantique Private Wealth Llc 7,515 77.31
Chai Trust Co Llc 6,866 77.19
Fifth Third Securities, Inc. 6,714 77.15
Pinnacle Wealth Management Advisory Group, LLC 6,459 77.26
Continuum Advisory, LLC 4,331 77.12
Valtinson Bruner Financial Planning LLC 3,248 77.28
Aire Advisors, Llc 2,590 77.22
Worth Asset Management, LLC 2,490 77.11
Selective Wealth Management, Inc. 1,486 77.39
Bangor Savings Bank 448 78.12
Ronald Blue Trust, Inc. 296 94.59
FourThought Financial, LLC 139 79.14
Name Shares PPS
Ameritas Investment Corp 546,737 0.09
Derby & Company, Inc 166,423 92.65
Paragon Wealth Strategies, LLC 164,439 93.39
Green Harvest Asset Management LLC 133,887 91.30
Barings Llc 103,605 96.57
NEXT Financial Group, Inc 99,645 96.57
Curran Financial Partners, LLC 86,294 93.39
Citadel Advisors Llc 85,597 93.39
Citadel Advisors Llc 85,597 93.39
Marks Wealth, LLC 83,809 93.39
Granite Investment Advisors, LLC 64,359 92.65
Cadent Capital Advisors, LLC 63,198 93.39
Mirabella Financial Services Llp 56,700 95.47
Berkeley Capital Partners, LLC 52,871 93.40
Paradigm Financial Advisors, LLC 49,329 96.58
Tranquilli Financial Advisor LLC 39,272 93.40
Jane Street Group, Llc 38,336 93.38
Absolute Capital Management, LLC 31,526 93.38
Green Square Capital Advisors Llc 27,897 93.38
Milestone Advisory Partners 19,939 93.38
JT Stratford LLC 18,150 93.39
Atlas Private Wealth Management 13,615 93.43
Harbor Financial Services, Llc 12,257 92.68
Eagle Strategies LLC 12,136 93.36
TAP Consulting, LLC 11,240 93.42
Resource Management, LLC 11,200 96.61
Millennium Management Llc 9,832 93.37
Mid Atlantic Financial Management Inc/adv 9,614 92.68
IPG Investment Advisors LLC 9,515 0.11
Schonfeld Strategic Advisors LLC 9,200 93.37
Newport Wealth Strategies, Inc. 8,550 92.63
Householder Group Estate & Retirement Specialist, LLC 7,461 93.42
CIBC Private Wealth Group, LLC 7,423 93.36
Homrich & Berg 7,215 92.58
Old Mission Capital Llc 7,193 93.42
Two Sigma Securities, Llc 6,053 93.34
Ground Swell Capital, LLC 5,975 93.39
IFP Advisors, Inc 5,739 69.87
M Holdings Securities, Inc. 5,577 93.42
Sentinel Pension Advisors Inc 5,135 93.48
Market Street Wealth Management Advisors Llc 4,192 93.27
Howard Wealth Management, Llc 4,167 93.35
Alpha Cubed Investments, LLC 3,990 93.48
Buckingham Strategic Partners 3,928 93.43
Aspiriant, Llc 3,847 93.32
Brookstone Capital Management 3,763 91.15
Psagot Investment House Ltd. 3,695 92.56
Valeo Financial Advisors, LLC 3,654 93.32
Wulff, Hansen & Co. 3,500 93.43
Hnp Capital Llc 3,390 93.51
HBW Advisory Services LLC 3,227 93.28
Exane Derivatives 3,055 93.29
Hochman Cole Investment Advisors, Inc. 2,749 92.76
Haverford Trust Co 2,701 93.30
Sheets Smith Wealth Management 2,577 93.52
Mosaic Family Wealth, LLC 2,552 96.39
Rollins Financial 2,547 93.44
Financial Architects, Inc 2,512 93.55
Keybank National Association/oh 2,479 93.59
Hollencrest Capital Management 2,445 93.25
Kingsview Wealth Management, LLC 2,445 96.52
HoyleCohen, LLC 2,410 93.36
Walleye Capital LLC 2,401 93.29
SG Americas Securities, LLC 2,400 93.33
PACK Private Wealth, LLC 2,350 93.19
Wilson & Boucher Capital Management, LLC 2,325 93.33
PDS Planning, Inc 2,257 93.49
Nwam Llc 2,239 93.35
Evercore Wealth Management, LLC 2,237 93.43
Capital Management Corp /va 2,235 93.51
Vestmark Advisory Solutions, Inc. 2,224 93.53
Sonora Investment Management, LLC 2,026 92.79
Wellspring Financial Advisors, LLC 1,621 93.15
Bedel Financial Consulting, Inc. 1,300 93.08
QALTX - Quantified Alternative Investment Fund Investor Class Shares 1,070 92.52
Franklin Resources Inc 1,000 93.00
Cutler Group LP 900 3.33
Rockbridge Investment Management, LCC 706 96.32
Carroll Financial Associates, Inc. 660 96.97
Zions Bancorporation, N.A. 446 94.17
Paladin Advisory Group, LLC 444 92.34
Gemmer Asset Management LLC 366 92.90
Elm Partners Management LLC 350 94.29
Heritage Wealth Management, Llc 266 93.98
RPg Family Wealth Advisory, LLC 265 94.34
Private Capital Group, LLC 244 94.26
Reilly Financial Advisors, Llc 235 97.87
Capital Advisory Group Advisory Services, LLC 200 95.00
Samalin Investment Counsel, LLC 194 92.78
Solstein Capital, LLC 192 93.75
Cordasco Financial Network 166 96.39
Herold Advisors, Inc. 126 93555.56
Johnson Financial Group, Inc. 113 97.35
EPG Wealth Management LLC 103 97.09
Twin Lakes Capital Management, LLC 102 98.04
Optiver Holding B.V. 90 88.89
Fortitude Advisory Group L.L.C. 61 98.36
McCarthy Asset Management, Inc. 51 98.04
Professional Financial Advisors, LLC 46 86.96
Hm Payson & Co 43 93.02
Simon Quick Advisors, Llc 28 107.14
Washington Trust Advisors, Inc. 12 83.33
Allianz Asset Management GmbH
Northern Oak Wealth Management Inc
Carleon Capital Partners LLC
Psagot Value Holdings Ltd. / (Israel)
NAVAX - Navigator Equity Hedged Fund Class A Shares
Clear Investment Research, Llc
Outfitter Financial LLC
Trexquant Investment LP
Merriman Wealth Management, LLC
Edge Wealth Management LLC
Ameritas Investment Partners, Inc.
Tradewinds Capital Management, LLC
Polianta Ltd
Tnf Llc
True Link Financial Advisors, LLC
Activest Wealth Management
Baker Boyer National Bank
RGT Wealth Advisors, LLC
EWG Elevate Inc.
Aspireon Wealth Advisors
Gradient Investments LLC
Prudential Plc
Vanguard Group Inc
Colonial River Wealth Management, LLC
RFG Advisory, LLC
Verus Capital Partners, Llc
Camarda Financial Advisors, LLC
Huntington National Bank
Advisor OS, LLC
Atlas Private Wealth Advisors
Dubuque Bank & Trust Co
Lake Hills Wealth Management, LLC
Pacitti Group Inc.
Garrett Investment Advisors LLC
Manufacturers Life Insurance Company, The
Signet Financial Management, Llc
Insight Folios Inc
Tolleson Wealth Management, Inc.
Bnp Paribas Arbitrage, Sa
Foundations Investment Advisors, LLC
Arkadios Wealth Advisors
Kalos Management, Inc.
Hennion & Walsh Asset Management, Inc.
Inscription Capital, LLC
Grace Capital
Quantitative Investment Management, LLC
American International Group, Inc.
GeoWealth Management, LLC
Clark Capital Management Group, Inc.
Csenge Advisory Group
Mystic Asset Management, Inc.
Madison Asset Management, LLC
Insight Advisors, LLC/ PA
Richard Bernstein Advisors LLC
Fermata Advisors, LLC
Viridian Ria, Llc
Kowal Investment Group, LLC
Jacobi Capital Management LLC
Capital Asset Advisory Services LLC
Stonebridge Financial Planning Group, LLC
OWSMX - Old Westbury Small & Mid Cap Strategies Fund
Ahl Investment Management, Inc.
Kestra Private Wealth Services, Llc
Mark Sheptoff Financial Planning, Llc
Advisors Preferred, LLC
Cabana Llc
Confluence Wealth Services, Inc.
IronBridge Private Wealth, LLC
Aspire Private Capital, LLC
One Charles Private Wealth Services, LLC
IFP Advisors, Inc
Wealthgate Family Office, LLC
Corbenic Partners LLC
FUKOKU MUTUAL LIFE INSURANCE Co
Country Trust Bank
Frisch Financial Group, Inc.
Proquility Private Wealth Partners, LLC
Flagship Private Wealth, LLC
Invst, LLC
Kinloch Capital, LLC
Exchange Traded Concepts, Llc
Ami Investment Management Inc
Lake Point Wealth Management
Condor Capital Management
Orion Portfolio Solutions, LLC
BancFirst Trust & Investment Management
Financial Insights, Inc.
Capital Wealth Planning, LLC
Woodward Diversified Capital, Llc
Flow Traders U.s. Llc
CBIZ Investment Advisory Services, LLC
Simplex Trading, Llc
Savior LLC
TDSD - Cabana Target Drawdown 13 ETF
Cornerstone Advisory, LLC
Allegheny Financial Group LTD
Gamco Investors, Inc. Et Al
Krs Capital Management, Llc
Ledyard National Bank
Investment Partners, Ltd.
Clearwater Capital Advisors, LLC
Vigilant Capital Management, LLC
Financial Advocates Investment Management
Versant Capital Management, Inc
Beaird Harris Wealth Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of America Corp /de/ 25,466,470 77.19 23,930,500 93.39
Morgan Stanley 4,276,765 77.19 4,450,983 93.39
Wells Fargo & Company/mn 2,821,892 77.19 3,189,581 93.39
UBS Group AG 2,182,657 77.19 2,307,926 93.39
Fmr Llc 1,624,546 77.19 1,675,729 93.39
Raymond James Financial Services Advisors, Inc. 777,235 77.19 914,251 93.39
LPL Financial LLC 709,773 77.19 736,307 93.39
Jpmorgan Chase & Co 682,367 77.19 7,549,226 93.39
Royal Bank Of Canada 680,840 77.19 821,657 93.39
Ameriprise Financial Inc 636,126 77.35 2,865,187 93.28
Morningstar Investment Services LLC 521,377 77.95 709,470 95.75
Envestnet Asset Management Inc 475,183 77.19 1,155,755 93.39
M&t Bank Corp 427,969 77.19 409,607 93.39
Raymond James & Associates 409,483 77.19 401,667 93.39
Stifel Financial Corp 357,937 77.19 403,208 93.39
Northwestern Mutual Wealth Management Co 339,968 77.19 331,819 93.39
Advisor Group Holdings, Inc. 331,260 77.33 727,282 130.98
Pnc Financial Services Group, Inc. 329,782 77.19 383,206 93.39
Kcm Investment Advisors Llc 319,149 77.19 271,871 93.39
Goldman Sachs Group Inc 297,970 77.19 200,976 93.39
Name Current Shares Current PPS Previous Shares Previous PPS
Advisor Resource Council 22,516 77.19 0
Sowell Financial Services LLC 22,505 196.05 0
Renaissance Technologies Llc 11,300 77.17 0
tru Independence LLC 7,675 0.13 8,357 0.12
Venture Visionary Partners LLC 6,387 77195.87 6,386 93.33
Wolverine Trading, Llc 5,400 77.78 0
White Lighthouse Investment Management Inc. 2,704 77.29 0
CoreCap Advisors, LLC 1,350 77.04 0
Scissortail Wealth Management, LLC 1,254 96.49 0
First Horizon Advisors, Inc. 924 76.84 0
Cullen/frost Bankers, Inc. 638 76.80 0
Better Money Decisions, LLC 425 77.65 0
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 279 78.85 0
Total Clarity Wealth Management, Inc. 125 80.00 0
Charter Oak Capital Management, LLC 81 74.07 0
ACG Wealth 78 76.92 0
Oxford Financial Group Ltd 61 81.97 5
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Of America Corp /de/ 1,535,970 25,466,470 77.19 23,930,500 93.39 6.42
Captrust Financial Advisors 147,305 204,795 77.19 57,490 93.39 256.23
Goldman Sachs Group Inc 96,994 297,970 77.19 200,976 93.39 48.26
Janney Montgomery Scott LLC 81,633 222,988 78.42 141,355 93.39 57.75
Main Management LLC 58,003 91,085 77.19 33,082 93.40 175.33
Fifth Third Bancorp 52,708 183,373 77.19 130,665 93.39 40.34
Miracle Mile Advisors, LLC 52,439 87,237 77.19 34,798 93.40 150.70
Allen Investment Management LLC 48,922 59,171 77.18 10,249 93.37 477.33
Kcm Investment Advisors Llc 47,278 319,149 77.19 271,871 93.39 17.39
First Republic Investment Management, Inc. 38,122 182,111 77.19 143,989 93.39 26.48
Jane Street Group, Llc 37,599 75,935 77.18 38,336 93.38 98.08
Commonwealth Equity Services, Llc 30,277 170,924 77.19 140,647 93.39 21.53
Consolidated Capital Management, Llc 28,029 31,583 77.19 3,554 93.42 788.66
Advisor Resource Council 22,516 22,516 77.19 0 0.00
Sowell Financial Services LLC 22,505 22,505 196.05 0 0.00
Pacific Capital Wealth Advisors, Inc 21,078 95,658 77.19 74,580 93.39 28.26
Avantax Advisory Services, Inc. 19,155 120,792 77.19 101,637 93.44 18.85
Integrated Wealth Concepts LLC 18,992 25,459 77.18 6,467 93.40 293.68
M&t Bank Corp 18,362 427,969 77.19 409,607 93.39 4.48
Creative Planning 17,639 111,055 77.20 93,416 93.39 18.88
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Jpmorgan Chase & Co 6,866,859 682,367 77.19 7,549,226 93.39 -90.96
Ameriprise Financial Inc 2,229,061 636,126 77.35 2,865,187 93.28 -77.80
Beacon Capital Management, Inc. 1,964,978 33,841 77.18 1,998,819 93.39 -98.31
Prudential Financial Inc 1,625,717 256,144 77.79 1,881,861 93.39 -86.39
Bessemer Group Inc 1,341,070 3,000 77.33 1,344,070 93.39 -99.78
Envestnet Asset Management Inc 680,572 475,183 77.19 1,155,755 93.39 -58.89
Ameritas Advisory Services, LLC 537,550 10,070 77.16 547,620 93.39 -98.16
Advisor Group Holdings, Inc. 396,022 331,260 77.33 727,282 130.98 -54.45
Wells Fargo & Company/mn 367,689 2,821,892 77.19 3,189,581 93.39 -11.53
Morningstar Investment Services LLC 188,093 521,377 77.95 709,470 95.75 -26.51
Morgan Stanley 174,218 4,276,765 77.19 4,450,983 93.39 -3.91
Royal Bank Of Canada 140,817 680,840 77.19 821,657 93.39 -17.14
Raymond James Financial Services Advisors, Inc. 137,016 777,235 77.19 914,251 93.39 -14.99
UBS Group AG 125,269 2,182,657 77.19 2,307,926 93.39 -5.43
Truist Financial Corp 122,172 243,626 77.19 365,798 93.39 -33.40
Tower Research Capital LLC (TRC) 91,631 66 75.76 91,697 93.38 -99.93
Cetera Investment Advisers 66,494 41,595 77.20 108,089 93.39 -61.52
Atria Investments Llc 64,940 14,341 77.19 79,281 93.39 -81.91
Cambridge Investment Research Advisors, Inc. 53,813 130,490 77.19 184,303 93.39 -29.20
Pnc Financial Services Group, Inc. 53,424 329,782 77.19 383,206 93.39 -13.94
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Wolverine Trading, Llc 5,400 5,400 0 0.00
Name Increased Calls Current Calls Previous Calls Percentage Increase
Cutler Group LP 500 1,400 900 55.56
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 64,097 21,500 85,597 -74.88
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 42,066 77.19 50,646 93.39
AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 34,336 77.18 37,811 93.39
NAVFX - The Sector Rotation Fund No Load Shares 20,000 77.20 20,000 93.40
BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 19,967 77.18 26,892 93.37
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 7,734 77.19 14,951 93.37
Sage Mountain Advisors LLC 4,271 77.27 4,918 93.33
BDO Wealth Advisors, LLC 1,780 76.97 1,780 93.26
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
GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 8,580 42,066 77.19 50,646 93.39 -16.94
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 7,217 7,734 77.19 14,951 93.37 -48.27
BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 6,925 19,967 77.18 26,892 93.37 -25.75
AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 3,475 34,336 77.18 37,811 93.39 -9.19
Sage Mountain Advisors LLC 647 4,271 77.27 4,918 93.33 -13.16
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