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	114	215.00	215.89	209.93
Previous Quarter	120	218.00	215.90	216.27

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	30	6	0	3	2
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	1	4	0	2	1
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
Adviser Investments LLC	68,108	180.90
Bank Of America Corp /de/	58,488	215.92
Morgan Stanley	56,218	215.91
LPL Financial LLC	36,736	215.89
Goldman Sachs Group Inc	25,000	215.92
Dougherty Wealth Advisers LLC	22,514	215.91
Old Mission Capital Llc	19,051	215.89
Bank of New Hampshire	15,541	180.88
Envestnet Asset Management Inc	15,090	215.90
Wells Fargo & Company/mn	14,608	215.91
Royal Bank Of Canada	14,243	215.90
First Republic Investment Management, Inc.	13,739	215.88
Jane Street Group, Llc	13,268	215.93
Raymond James & Associates	11,610	215.93
UBS Group AG	10,963	215.91
Stephens Inc /ar/	10,735	215.93
Private Advisor Group, LLC	8,942	180.94
Ackerman Capital Advisors, LLC	8,310	215.88
Commonwealth Equity Services, Llc	7,932	215.83
Ameriprise Financial Inc	7,813	215.92

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
Adviser Investments LLC	67,763	215.90
Bank Of America Corp /de/	58,488	215.92
Morgan Stanley	56,218	215.91
LPL Financial LLC	36,736	215.89
Goldman Sachs Group Inc	25,000	215.92
Dougherty Wealth Advisers LLC	22,514	215.91
Old Mission Capital Llc	19,051	215.89
Bank of New Hampshire	18,481	215.90
Envestnet Asset Management Inc	15,090	215.90
Wells Fargo & Company/mn	14,608	215.91
Royal Bank Of Canada	14,243	215.90
First Republic Investment Management, Inc.	13,739	215.88
Jane Street Group, Llc	13,268	215.93
Raymond James & Associates	11,610	215.93
UBS Group AG	10,963	215.91
Stephens Inc /ar/	10,735	215.93
Private Advisor Group, LLC	8,514	215.88
Ackerman Capital Advisors, LLC	8,310	215.88
Commonwealth Equity Services, Llc	7,932	215.83
Ameriprise Financial Inc	7,813	215.92

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Affiance Financial, LLC	17	176.47

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Raymond James Trust N.a.	1,099	215.65
Granite Investment Advisors, LLC	1,000	225.00
Capital Analysts, Inc.
Ambassador Advisors, LLC
Gateway Advisory, LLC
CIBC World Markets Inc.
Deutsche Bank Ag\
Vanguard Group Inc
Dakota Wealth Management
Centaurus Financial, Inc.
Northeast Financial Consultants Inc
ACMAX - Absolute Capital Defender Fund Class A Shares
Dowling & Yahnke Llc
Cetera Advisors LLC
CoreCap Advisors, LLC
Glassman Wealth Services
Flow Traders U.s. Llc
Cannell Peter B & Co Inc
Mcdonald Partners Llc
Eaton Vance Management
Activest Wealth Management
Oppenheimer & Co Inc
AAMAX - Absolute Capital Asset Allocator Fund Class A Shares
WASHINGTON TRUST Co
Creative Financial Designs Inc /adv
DB Wealth Management Group, LLC
Pettyjohn, Wood & White, Inc
Absolute Capital Management, LLC
Cornerstone Advisory, LLC
Brown Advisory Inc

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Adviser Investments LLC	68,108	180.90	67,763	215.90
Bank of New Hampshire	15,541	180.88	18,481	215.90
Private Advisor Group, LLC	8,942	180.94	8,514	215.88
Cambridge Investment Research Advisors, Inc.	5,533	180.91	7,745	215.88
AdvisorNet Financial, Inc	5,212	180.93	5,131	215.94
BerganKDV Wealth Management, LLC	24	166.67	24	208.33

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	428	8,942	180.94	8,514	215.88	5.03
Adviser Investments LLC	345	68,108	180.90	67,763	215.90	0.51
AdvisorNet Financial, Inc	81	5,212	180.93	5,131	215.94	1.58

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Bank of New Hampshire	2,940	15,541	180.88	18,481	215.90	-15.91
Cambridge Investment Research Advisors, Inc.	2,212	5,533	180.91	7,745	215.88	-28.56

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Affiance Financial, LLC	17	176.47

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Raymond James Trust N.a.	1,099	215.65

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Adviser Investments LLC	68,108	180.90	67,763	215.90
Private Advisor Group, LLC	8,942	180.94	8,514	215.88
Cambridge Investment Research Advisors, Inc.	5,533	180.91	7,745	215.88
BerganKDV Wealth Management, LLC	24	166.67	24	208.33

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	428	8,942	180.94	8,514	215.88	5.03
Adviser Investments LLC	345	68,108	180.90	67,763	215.90	0.51

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	2,212	5,533	180.91	7,745	215.88	-28.56

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name