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	161	1459.00	177.21	173.11
Previous Quarter	182	1413.00	177.21	170.55

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	3	49	7	0	3	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	3	2	6	0	2	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	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
Baystate Wealth Management LLC	217,228	177.20
Bank Of America Corp /de/	215,797	177.20
UBS Group AG	211,470	177.20
Morgan Stanley	154,281	177.20
Rfg Holdings, Inc.	122,532	153.92
Envestnet Asset Management Inc	116,163	177.20
One Day In July LLC	99,322	177.20
Verity Asset Management, Inc.	93,665	0.01
Raymond James & Associates	69,225	177.20
First Manhattan Co	62,010	177.20
Commonwealth Equity Services, Llc	55,987	177.18
Northwestern Mutual Wealth Management Co	55,297	177.21
Advisor Group Holdings, Inc.	52,376	177.33
Cwm, Llc	48,869	177.21
Silver Oak Advisory Group, Inc.	46,149	177.21
Park Avenue Securities Llc	45,525	177.20
LPL Financial LLC	44,830	177.20
Asset Planning Corporation	39,299	177.21
First Bank & Trust	38,336	177.20
Royal Bank Of Canada	36,195	177.21

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
Baystate Wealth Management LLC	217,228	177.20
Bank Of America Corp /de/	215,797	177.20
UBS Group AG	211,470	177.20
Morgan Stanley	154,281	177.20
Rfg Holdings, Inc.	123,032	177.20
Envestnet Asset Management Inc	116,163	177.20
One Day In July LLC	99,322	177.20
Verity Asset Management, Inc.	93,665	0.01
Raymond James & Associates	69,225	177.20
Moors & Cabot, Inc.	65,000	1.08
First Manhattan Co	62,010	177.20
Commonwealth Equity Services, Llc	55,987	177.18
Northwestern Mutual Wealth Management Co	55,297	177.21
Advisor Group Holdings, Inc.	52,376	177.33
Cwm, Llc	48,869	177.21
Silver Oak Advisory Group, Inc.	46,149	177.21
Park Avenue Securities Llc	45,525	177.20
LPL Financial LLC	44,830	177.20
Asset Planning Corporation	39,299	177.21
First Bank & Trust	38,336	177.20

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Brookstone Capital Management	17,847	154.82
ACG Wealth	649	154.08
West Bancorporation Inc	546	153.85

Recent Quarter 49 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	65,000	1.08
Nvest Financial, LLC	37,245	177.20
Managed Account Services Inc	11,433	174.06
Pure Financial Advisors, Inc.	1,150	177.39
Granite Investment Advisors, LLC	1,150	173.91
IFP Advisors, Inc	195	179.49
Investmark Advisory Group LLC	194	180.41
Sonora Investment Management, LLC	100	170.00
Clear Creek Financial Management, LLC
Two Sigma Securities, Llc
Vanguard Group Inc
Ambassador Advisors, LLC
Assetmark, Inc
Precision Wealth Strategies, LLC
Baldwin Brothers Inc/ma
FTLS - First Trust Long/Short Equity ETF
Capital Analysts, Inc.
Barclays Plc
Signify Wealth
FourThought Financial, LLC
Wealth Enhancement & Preservation of GA, LLC
Bank Of Montreal /can/
ExodusPoint Capital Management, LP
Nicholas Hoffman & Company, LLC.
Wealthsource Partners, Llc
GWM Advisors LLC
Founders Financial Alliance, LLC
Citadel Advisors Llc
Gateway Advisory, LLC
Jane Street Group, Llc
N.E.W. Advisory Services LLC
Blair William & Co/il
Avestar Capital, LLC
Empowered Funds, LLC
Independent Advisor Alliance
Cannell Peter B & Co Inc
Wealthcare Advisory Partners LLC
Ausdal Financial Partners, Inc.
Advisor Resource Council
Jacobi Capital Management LLC
Mystic Asset Management, Inc.
Fifth Third Securities, Inc.
Arkadios Wealth Advisors
Trustcore Financial Services, Llc
EWG Elevate Inc.
First Trust Advisors Lp
Antonetti Capital Management LLC
SMI Advisory Services, LLC
Zions Bancorporation, N.A.

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Rfg Holdings, Inc.	122,532	153.92	123,032	177.20
Private Advisor Group, LLC	13,866	153.90	15,399	177.22
Miracle Mile Advisors, LLC	11,394	153.94	11,395	177.18
Red Door Wealth Management, LLC	9,275	153.85	9,153	177.10
Cambridge Investment Research Advisors, Inc.	7,726	153.90	7,201	177.20
AdvisorNet Financial, Inc	259	154.44	258	178.29
Financial Management Professionals, Inc.	50	160.00	52	173.08

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
Cambridge Investment Research Advisors, Inc.	525	7,726	153.90	7,201	177.20	7.29
Red Door Wealth Management, LLC	122	9,275	153.85	9,153	177.10	1.33
AdvisorNet Financial, Inc	1	259	154.44	258	178.29	0.39

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	1,533	13,866	153.90	15,399	177.22	-9.96
Rfg Holdings, Inc.	500	122,532	153.92	123,032	177.20	-0.41
Financial Management Professionals, Inc.	2	50	160.00	52	173.08	-3.85
Miracle Mile Advisors, LLC	1	11,394	153.94	11,395	177.18	-0.01

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 3 New Institutes added position

Name	Shares	PPS
Brookstone Capital Management	17,847	154.82
ACG Wealth	649	154.08
West Bancorporation Inc	546	153.85

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Investmark Advisory Group LLC	194	180.41
Nvest Financial, LLC	37,245	177.20

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Rfg Holdings, Inc.	122,532	153.92	123,032	177.20
Private Advisor Group, LLC	13,866	153.90	15,399	177.22
Miracle Mile Advisors, LLC	11,394	153.94	11,395	177.18
Red Door Wealth Management, LLC	9,275	153.85	9,153	177.10
Cambridge Investment Research Advisors, Inc.	7,726	153.90	7,201	177.20
Financial Management Professionals, Inc.	50	160.00	52	173.08

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
Cambridge Investment Research Advisors, Inc.	525	7,726	153.90	7,201	177.20	7.29
Red Door Wealth Management, LLC	122	9,275	153.85	9,153	177.10	1.33

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	1,533	13,866	153.90	15,399	177.22	-9.96
Rfg Holdings, Inc.	500	122,532	153.92	123,032	177.20	-0.41
Financial Management Professionals, Inc.	2	50	160.00	52	173.08	-3.85
Miracle Mile Advisors, LLC	1	11,394	153.94	11,395	177.18	-0.01

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