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 442 188.00 194.44 192.44
Previous Quarter 459 192.00 194.47 183.88

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 7 99 58 4 19 24
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 5 8 29 3 11 10
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/ 6,222,998 194.47
Wells Fargo & Company/mn 1,325,591 194.47
Prudential Financial Inc 623,589 194.47
Morgan Stanley 571,444 194.47
UBS Group AG 452,478 194.47
Envestnet Asset Management Inc 396,661 194.47
Ameritas Advisory Services, LLC 258,435 194.47
Royal Bank Of Canada 225,765 194.47
Advisor Group Holdings, Inc. 220,259 187.25
Ameriprise Financial Inc 212,509 196.46
Raymond James Financial Services Advisors, Inc. 160,361 194.47
LPL Financial LLC 154,286 194.47
Stifel Financial Corp 133,303 194.47
M&t Bank Corp 102,698 194.47
Kcm Investment Advisors Llc 79,670 194.46
First Republic Investment Management, Inc. 67,355 194.48
Personal Capital Advisors Corp 67,305 194.47
Raymond James & Associates 62,079 194.48
Pnc Financial Services Group, Inc. 61,601 194.44
Janney Montgomery Scott LLC 59,758 194.47

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/ 6,222,998 194.47
Wells Fargo & Company/mn 1,325,591 194.47
Beacon Capital Management, Inc. 955,987 194.47
Prudential Financial Inc 623,589 194.47
Morgan Stanley 571,444 194.47
Aaron Wealth Advisors LLC 520,790 5.14
UBS Group AG 452,478 194.47
Envestnet Asset Management Inc 396,661 194.47
Ameritas Advisory Services, LLC 258,435 194.47
Ameritas Investment Corp 247,856 0.19
Royal Bank Of Canada 225,765 194.47
Advisor Group Holdings, Inc. 220,259 187.25
Ameriprise Financial Inc 212,509 196.46
Raymond James Financial Services Advisors, Inc. 160,361 194.47
LPL Financial LLC 154,286 194.47
Stifel Financial Corp 133,303 194.47
Marks Wealth, LLC 116,675 194.47
Exchange Traded Concepts, Llc 107,222 194.47
M&t Bank Corp 102,698 194.47
Brandywine Oak Private Wealth Llc 100,801 194.46

 

Recent Quarter Analysis

Name Shares PPS
Joule Financial, LLC 6,031 163.32
Capital Advisors Inc/ok 4,807 163.30
Cypress Financial Planning Llc 2,542 163.26
Bullseye Investment Management, LLC 1,424 163.62
Charter Oak Capital Management, LLC 64 156.25
Gleason Group, Inc. 27 148.15
Heritage Financial Services, LLC 16 125.00
Name Shares PPS
Aaron Wealth Advisors LLC 520,790 5.14
Ameritas Investment Corp 247,856 0.19
Marks Wealth, LLC 116,675 194.47
Exchange Traded Concepts, Llc 107,222 194.47
TDSE - Cabana Target Drawdown 16 ETF 80,158 200.65
Green Harvest Asset Management LLC 65,008 184.44
Moors & Cabot, Inc. 35,000 0.09
Altshuler Shaham Ltd 30,853 194.47
ARMR - Armor US Equity Index ETF 27,716 194.36
Susquehanna International Group, Llp 21,752 194.46
B&D White Capital Company, LLC 10,606 194.42
Orser Capital Management, Llc 5,315 194.54
Homrich & Berg 4,435 187.82
HBW Advisory Services LLC 3,400 194.41
Mid Atlantic Financial Management Inc/adv 1,599 187.62
Transcend Wealth Collective, Llc 1,329 194.13
Orion Portfolio Solutions, LLC 1,274 194.66
IFP Advisors, Inc 1,243 201.13
Comerica Securities,inc. 1,205 194.19
Courier Capital Llc 1,150 194.78
Hnp Capital Llc 1,150 194.78
Country Club Trust Company, n.a. 1,140 201.75
Allied Investment Advisors, LLC 1,100 194.55
McAdam, LLC 1,059 194.52
Tompkins Financial Corp 1,000 194.00
Carroll Financial Associates, Inc. 808 201.73
Covington Capital Management 500 194.00
Elm Partners Management LLC 161 192.55
Future Financial Wealth Managment LLC 45 200.00
McCarthy Asset Management, Inc. 13 230.77
MCF Advisors LLC
Woodward Diversified Capital, Llc
Insight Folios Inc
Liberty Wealth Management Llc
Newbridge Financial Services Group, Inc.
Inscription Capital, LLC
First Horizon Advisors, Inc.
Allegheny Financial Group LTD
Kings Point Capital Management
Signaturefd, Llc
Win Advisors, Inc
First Community Trust Na
Brown Miller Wealth Management, LLC
Garrison Asset Management, LLC
Alaska Permanent Fund Corp
Bank Julius Baer & Co. Ltd, Zurich
Signet Financial Management, Llc
Good Life Advisors, LLC
Mcdonald Partners Llc
GFS Advisors, LLC
TD Capital Management LLC
Wealthgate Family Office, LLC
Simplex Trading, Llc
Institute for Wealth Management, LLC.
Atlas Private Wealth Advisors
Bessemer Group Inc
Capital Asset Advisory Services LLC
GeoWealth Management, LLC
Sequoia Financial Advisors, LLC
Strategic Blueprint, LLC
MAI Capital Management
IFG Advisory, LLC
Advisor OS, LLC
Comprehensive Financial Consultants Institutional, Inc.
JTC Employer Solutions Trusteee Ltd
Huntington National Bank
Ten Capital Wealth Advisors, LLC
Cornerstone Advisory, LLC
ACG Wealth
Millennium Management Llc
Capital Analysts, Inc.
Savior LLC
Invst, LLC
One Charles Private Wealth Services, LLC
Financial Insights, Inc.
Dubuque Bank & Trust Co
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Arkadios Wealth Advisors
Mystic Asset Management, Inc.
Point72 Asset Management, L.P.
Asset Dedication, LLC
Wunderlich Securities, Inc.
Pictet Asset Management Sa
Brown Brothers Harriman & Co
Bouchey Financial Group Ltd
Vanguard Group Inc
Cutler Group LP
Nwam Llc
Antonetti Capital Management LLC
BlueSky Wealth Advisors, LLC
Franklin Resources Inc
Cabana Llc
Foundations Investment Advisors, LLC
Barclays Plc
Cutler Group LP
GWM Advisors LLC
Viridian Ria, Llc
Cutler Group LP
Total Clarity Wealth Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 53,724 179.16 50,367 190.22
Commonwealth Equity Services, Llc 49,587 163.33 49,495 194.46
Ledyard National Bank 40,595 163.32 40,778 194.47
Massmutual Trust Co Fsb/adv 31,101 0.16 30,919 0.19
Truist Financial Corp 28,390 163.33 32,858 194.47
Private Advisor Group, LLC 18,738 163.36 31,812 194.45
Minichmacgregor Wealth Management, Llc 16,680 163.31 16,963 194.42
Beacon Capital Management, Inc. 15,737 163.31 955,987 194.47
Brandywine Oak Private Wealth Llc 14,057 163.33 100,801 194.46
Cambridge Investment Research Advisors, Inc. 13,726 163.34 16,052 194.49
Tsfg, Llc 13,580 163.33 13,905 194.46
Praetorian Wealth Management, Inc. 11,927 163.33 31,033 194.44
Wbh Advisory Inc 10,740 163.87 13,036 183.88
NorthCrest Asset Manangement, LLC 7,918 163.30 7,692 194.49
Western Wealth Management, LLC 7,256 163.86 7,256 194.60
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 6,666 179.12 7,653 190.25
First Financial Corp /in/ 6,630 163.35 7,045 194.46
Raymond James Trust N.a. 6,270 163.32 5,648 194.41
Trinity Legacy Partners, LLC 6,255 163.87 6,159 194.51
Collective Family Office Llc 6,024 163.35 6,126 194.42
Name Current Shares Current PPS Previous Shares Previous PPS
Amplius Wealth Advisors, LLC 1,676 162.89 0
Bogart Wealth, LLC 400 162.50 0
Trust Co Of Vermont 320 162.50 0
Rosenberg Matthew Hamilton 3 333.33 78 192.31
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 3,357 53,724 179.16 50,367 190.22 6.67
Amplius Wealth Advisors, LLC 1,676 1,676 162.89 0 0.00
Raymond James Trust N.a. 622 6,270 163.32 5,648 194.41 11.01
Harrison & Co Wealth Management, LLC 526 4,921 163.38 4,395 194.54 11.97
Bogart Wealth, LLC 400 400 162.50 0 0.00
Calton & Associates, Inc. 352 4,876 163.25 4,524 194.30 7.78
Trust Co Of Vermont 320 320 162.50 0 0.00
Autus Asset Management, LLC 309 4,851 163.47 4,542 194.63 6.80
NorthCrest Asset Manangement, LLC 226 7,918 163.30 7,692 194.49 2.94
SYM FINANCIAL Corp 206 1,241 163.58 1,035 194.20 19.90
Northstar Asset Management Llc 200 2,225 163.15 2,025 194.57 9.88
Massmutual Trust Co Fsb/adv 182 31,101 0.16 30,919 0.19 0.59
Wealthfront Advisers Llc 148 1,663 163.56 1,515 194.72 9.77
Trinity Legacy Partners, LLC 96 6,255 163.87 6,159 194.51 1.56
Commonwealth Equity Services, Llc 92 49,587 163.33 49,495 194.46 0.19
Money Concepts Capital Corp 19 126 166.67 107 196.26 17.76
Mascoma Wealth Management LLC 10 118 161.02 108 194.44 9.26
Sandy Spring Bank 2 723 163.21 721 194.17 0.28
HB Wealth Management, LLC 1 2,908 163.34 2,907 194.36 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Beacon Capital Management, Inc. 940,250 15,737 163.31 955,987 194.47 -98.35
Brandywine Oak Private Wealth Llc 86,744 14,057 163.33 100,801 194.46 -86.05
Praetorian Wealth Management, Inc. 19,106 11,927 163.33 31,033 194.44 -61.57
Private Advisor Group, LLC 13,074 18,738 163.36 31,812 194.45 -41.10
Truist Financial Corp 4,468 28,390 163.33 32,858 194.47 -13.60
Cambridge Investment Research Advisors, Inc. 2,326 13,726 163.34 16,052 194.49 -14.49
Wbh Advisory Inc 2,296 10,740 163.87 13,036 183.88 -17.61
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 987 6,666 179.12 7,653 190.25 -12.90
Avantax Planning Partners, Inc. 878 3,344 163.28 4,222 194.46 -20.80
First Financial Corp /in/ 415 6,630 163.35 7,045 194.46 -5.89
Tsfg, Llc 325 13,580 163.33 13,905 194.46 -2.34
Minichmacgregor Wealth Management, Llc 283 16,680 163.31 16,963 194.42 -1.67
Ledyard National Bank 183 40,595 163.32 40,778 194.47 -0.45
Global Trust Asset Management, LLC 151 100 160.00 251 195.22 -60.16
Collective Family Office Llc 102 6,024 163.35 6,126 194.42 -1.67
Rosenberg Matthew Hamilton 75 3 333.33 78 192.31 -96.15
Stratos Wealth Partners, LTD. 66 2,160 163.43 2,226 194.52 -2.96
Allworth Financial LP 55 213 164.32 268 194.03 -20.52
Independence Bank of Kentucky 30 445 164.04 475 193.68 -6.32
Capital Investment Advisory Services, LLC 28 117 162.39 145 193.10 -19.31
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Joule Financial, LLC 6,031 163.32
Cypress Financial Planning Llc 2,542 163.26
Bullseye Investment Management, LLC 1,424 163.62
Charter Oak Capital Management, LLC 64 156.25
Heritage Financial Services, LLC 16 125.00
Name Shares PPS
Hnp Capital Llc 1,150 194.78
Comerica Securities,inc. 1,205 194.19
Courier Capital Llc 1,150 194.78
Aaron Wealth Advisors LLC 520,790 5.14
Marks Wealth, LLC 116,675 194.47
Exchange Traded Concepts, Llc 107,222 194.47
Elm Partners Management LLC 161 192.55
McCarthy Asset Management, Inc. 13 230.77
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 49,587 163.33 49,495 194.46
Ledyard National Bank 40,595 163.32 40,778 194.47
Truist Financial Corp 28,390 163.33 32,858 194.47
Beacon Capital Management, Inc. 15,737 163.31 955,987 194.47
Brandywine Oak Private Wealth Llc 14,057 163.33 100,801 194.46
NorthCrest Asset Manangement, LLC 7,918 163.30 7,692 194.49
Western Wealth Management, LLC 7,256 163.86 7,256 194.60
Collective Family Office Llc 6,024 163.35 6,126 194.42
Autus Asset Management, LLC 4,851 163.47 4,542 194.63
Avantax Planning Partners, Inc. 3,344 163.28 4,222 194.46
DAVENPORT & Co LLC 2,634 163.25 2,651 194.64
Baldwin Brothers Inc/ma 2,583 163.38 2,583 194.35
Northstar Asset Management Llc 2,225 163.15 2,025 194.57
Stratos Wealth Partners, LTD. 2,160 163.43 2,226 194.52
Wealthfront Advisers Llc 1,663 163.56 1,515 194.72
Financial Consulate, Inc 1,634 163.40 1,634 194.61
Wedbush Securities Inc 1,352 163.46 1,356 194.69
SYM FINANCIAL Corp 1,241 163.58 1,035 194.20
Harel Insurance Investments & Financial Services Ltd. 1,139 163.30 1,139 194.91
Sandy Spring Bank 723 163.21 721 194.17
Geneos Wealth Management Inc. 319 163.01 319 194.36
Lakeview Capital Partners, LLC 315 161.90 315 193.65
Ellevest, Inc. 282 163.12 282 195.04
Umb Bank N A/mo 150 166.67 150 193.33
Money Concepts Capital Corp 126 166.67 107 196.26
Capital Investment Advisory Services, LLC 117 162.39 145 193.10
Founders Capital Management 85 164.71 85 200.00
Dougherty Wealth Advisers LLC 50 160.00 50 200.00
TCI Wealth Advisors, Inc. 49 163.27 49 204.08
Name Current Shares Current PPS Previous Shares Previous PPS
Amplius Wealth Advisors, LLC 1,676 162.89 0
Bogart Wealth, LLC 400 162.50 0
Trust Co Of Vermont 320 162.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Amplius Wealth Advisors, LLC 1,676 1,676 162.89 0 0.00
Bogart Wealth, LLC 400 400 162.50 0 0.00
Trust Co Of Vermont 320 320 162.50 0 0.00
Autus Asset Management, LLC 309 4,851 163.47 4,542 194.63 6.80
NorthCrest Asset Manangement, LLC 226 7,918 163.30 7,692 194.49 2.94
SYM FINANCIAL Corp 206 1,241 163.58 1,035 194.20 19.90
Northstar Asset Management Llc 200 2,225 163.15 2,025 194.57 9.88
Wealthfront Advisers Llc 148 1,663 163.56 1,515 194.72 9.77
Commonwealth Equity Services, Llc 92 49,587 163.33 49,495 194.46 0.19
Money Concepts Capital Corp 19 126 166.67 107 196.26 17.76
Sandy Spring Bank 2 723 163.21 721 194.17 0.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Beacon Capital Management, Inc. 940,250 15,737 163.31 955,987 194.47 -98.35
Brandywine Oak Private Wealth Llc 86,744 14,057 163.33 100,801 194.46 -86.05
Truist Financial Corp 4,468 28,390 163.33 32,858 194.47 -13.60
Avantax Planning Partners, Inc. 878 3,344 163.28 4,222 194.46 -20.80
Ledyard National Bank 183 40,595 163.32 40,778 194.47 -0.45
Collective Family Office Llc 102 6,024 163.35 6,126 194.42 -1.67
Stratos Wealth Partners, LTD. 66 2,160 163.43 2,226 194.52 -2.96
Capital Investment Advisory Services, LLC 28 117 162.39 145 193.10 -19.31
DAVENPORT & Co LLC 17 2,634 163.25 2,651 194.64 -0.64
Wedbush Securities Inc 4 1,352 163.46 1,356 194.69 -0.29
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