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	231	1132.00	198.02	308.76
Previous Quarter	243	1126.00	198.03	283.49

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	2	32	15	0	5	4
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	14	0	4	4
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	24	0.00	0.00	0	0.00	0.00
Previous Quarter	24	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
Morgan Stanley	333,838	198.03
Bank Of America Corp /de/	330,486	198.03
Cerity Partners LLC	229,451	198.03
Wells Fargo & Company/mn	167,661	198.03
One Day In July LLC	143,974	198.03
Raymond James Financial Services Advisors, Inc.	142,492	198.04
Patriot Investment Management Inc.	139,380	198.03
LPL Financial LLC	137,704	198.03
Carolinas Wealth Consulting Llc	136,182	87.05
Commonwealth Equity Services, Llc	129,907	198.03
Savant Capital, LLC	127,479	198.03
Ameriprise Financial Inc	98,837	198.03
Cary Street Partners Asset Management Llc	96,669	198.03
Bridgeworth, LLC	96,559	198.02
UBS Group AG	93,785	198.03
Jane Street Group, Llc	88,150	198.03
Dynamic Advisor Solutions LLC	64,877	198.04
Wiser Wealth Management, Inc	62,858	170.03
Raymond James & Associates	57,443	198.02
Hennion & Walsh Asset Management, Inc.	49,505	198.02

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
Orgel Wealth Management, LLC	1,081,500	198.03
Morgan Stanley	333,838	198.03
Bank Of America Corp /de/	330,486	198.03
Cerity Partners LLC	229,451	198.03
Brouwer & Janachowski, LLC	228,070	201.53
Wells Fargo & Company/mn	167,661	198.03
One Day In July LLC	143,974	198.03
Raymond James Financial Services Advisors, Inc.	142,492	198.04
Patriot Investment Management Inc.	139,380	198.03
LPL Financial LLC	137,704	198.03
Carolinas Wealth Consulting Llc	136,182	87.05
Commonwealth Equity Services, Llc	129,907	198.03
Savant Capital, LLC	127,479	198.03
Ameriprise Financial Inc	98,837	198.03
Cary Street Partners Asset Management Llc	96,669	198.03
Bridgeworth, LLC	96,559	198.02
UBS Group AG	93,785	198.03
Jane Street Group, Llc	88,150	198.03
Dynamic Advisor Solutions LLC	64,877	198.04
Raymond James & Associates	57,443	198.02

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Wiser Wealth Management, Inc	62,858	170.03
Crestwood Advisors Group LLC	1,667	169.77

Recent Quarter 32 Institutes closed out their positions

Name	Shares	PPS
Brouwer & Janachowski, LLC	228,070	201.53
Boenning & Scattergood, Inc.	1,140	198.25
Lbmc Investment Advisors, Llc	1,012	197.63
Heritage Wealth Management, Llc	252	202.38
IFP Advisors, Inc	209	215.31
ExodusPoint Capital Management, LP
Confluence Wealth Services, Inc.
Mutual Advisors, LLC
Citigroup Inc
Cetera Investment Advisers
Barclays Plc
United Capital Financial Advisers, Llc
Capital Bank & Trust Co
Ambassador Advisors, LLC
Advisory Services Network, LLC
Strategic Blueprint, LLC
Ellevest, Inc.
Wolf Group Capital Advisors
Vanguard Group Inc
American Money Management, LLC
Hrt Financial Lp
Laurel Wealth Advisors, Inc.
Paragon Capital Management Ltd
Change Path, LLC
Brown Advisory Inc
Market Street Wealth Management Advisors Llc
PFG Advisors
Gateway Advisory, LLC
Snowden Capital Advisors LLC
Hudson Valley Investment Advisors Inc /adv
Qube Research & Technologies Ltd
Signaturefd, Llc

Recent Quarter 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Orgel Wealth Management, LLC	38,697	170.04	1,081,500	198.03
Private Advisor Group, LLC	18,451	170.02	18,695	198.02
Cambridge Investment Research Advisors, Inc.	15,811	170.01	15,268	198.00
Kathleen S. Wright Associates Inc.	12,014	170.05	11,896	198.05
Miracle Mile Advisors, LLC	6,979	170.08	7,652	197.99
Koshinski Asset Management, Inc.	5,149	0.19	5,011	197.96
Flagship Harbor Advisors, Llc	3,924	169.98	3,949	198.02
AdvisorNet Financial, Inc	3,138	170.17	2,567	197.90
Affiance Financial, LLC	2,213	169.91	2,213	197.92
Activest Wealth Management	1,644	169.71	995	197.99
Raymond James Trust N.a.	1,404	170.23	1,404	198.01
Allworth Financial LP	408	169.12	408	198.53
Sargent Bickham Lagudis LLC	236	169.49	236	199.15
Newbridge Financial Services Group, Inc.	66	166.67	66	196.97
Gleason Group, Inc.	30	166.67	30	200.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Activest Wealth Management	649	1,644	169.71	995	197.99	65.23
AdvisorNet Financial, Inc	571	3,138	170.17	2,567	197.90	22.24
Cambridge Investment Research Advisors, Inc.	543	15,811	170.01	15,268	198.00	3.56
Koshinski Asset Management, Inc.	138	5,149	0.19	5,011	197.96	2.75
Kathleen S. Wright Associates Inc.	118	12,014	170.05	11,896	198.05	0.99

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Orgel Wealth Management, LLC	1,042,803	38,697	170.04	1,081,500	198.03	-96.42
Miracle Mile Advisors, LLC	673	6,979	170.08	7,652	197.99	-8.80
Private Advisor Group, LLC	244	18,451	170.02	18,695	198.02	-1.31
Flagship Harbor Advisors, Llc	25	3,924	169.98	3,949	198.02	-0.63

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
Wiser Wealth Management, Inc	62,858	170.03

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Boenning & Scattergood, Inc.	1,140	198.25

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Orgel Wealth Management, LLC	38,697	170.04	1,081,500	198.03
Private Advisor Group, LLC	18,451	170.02	18,695	198.02
Cambridge Investment Research Advisors, Inc.	15,811	170.01	15,268	198.00
Kathleen S. Wright Associates Inc.	12,014	170.05	11,896	198.05
Miracle Mile Advisors, LLC	6,979	170.08	7,652	197.99
Koshinski Asset Management, Inc.	5,149	0.19	5,011	197.96
Flagship Harbor Advisors, Llc	3,924	169.98	3,949	198.02
Affiance Financial, LLC	2,213	169.91	2,213	197.92
Activest Wealth Management	1,644	169.71	995	197.99
Raymond James Trust N.a.	1,404	170.23	1,404	198.01
Allworth Financial LP	408	169.12	408	198.53
Sargent Bickham Lagudis LLC	236	169.49	236	199.15
Newbridge Financial Services Group, Inc.	66	166.67	66	196.97
Gleason Group, Inc.	30	166.67	30	200.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Activest Wealth Management	649	1,644	169.71	995	197.99	65.23
Cambridge Investment Research Advisors, Inc.	543	15,811	170.01	15,268	198.00	3.56
Koshinski Asset Management, Inc.	138	5,149	0.19	5,011	197.96	2.75
Kathleen S. Wright Associates Inc.	118	12,014	170.05	11,896	198.05	0.99

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Orgel Wealth Management, LLC	1,042,803	38,697	170.04	1,081,500	198.03	-96.42
Miracle Mile Advisors, LLC	673	6,979	170.08	7,652	197.99	-8.80
Private Advisor Group, LLC	244	18,451	170.02	18,695	198.02	-1.31
Flagship Harbor Advisors, Llc	25	3,924	169.98	3,949	198.02	-0.63

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