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 | 693 | 314.00 | 50.10 | 58.39 |
| Previous Quarter | 718 | 401.00 | 50.10 | 58.77 |
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 | 6 | 151 | 61 | 4 | 26 | 33 |
| 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 | 7 | 45 | 4 | 19 | 26 |
| 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 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 | 706 | 0.00 | 0.00 | 6,614,837 | 0.00 | 0.00 |
| Previous Quarter | 706 | 0.00 | 0.00 | 6,614,837 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 73,233,668 | 50.10 |
| Bank Of America Corp /de/ | 43,698,538 | 50.10 |
| Envestnet Asset Management Inc | 19,759,767 | 50.10 |
| Jpmorgan Chase & Co | 10,491,225 | 50.10 |
| Assetmark, Inc | 6,373,846 | 50.10 |
| Bank of New York Mellon Corp | 6,309,791 | 50.10 |
| Charles Schwab Investment Management Inc | 6,161,279 | 50.10 |
| Mather Group, Llc. | 6,156,969 | 50.10 |
| Stifel Financial Corp | 4,649,112 | 50.10 |
| LPL Financial LLC | 3,413,634 | 50.10 |
| Lincoln National Corp | 2,731,817 | 50.10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 2,729,388 | 50.10 |
| AE Wealth Management LLC | 2,640,058 | 50.10 |
| Advisor Group Holdings, Inc. | 2,142,772 | 49.83 |
| Amerivest Investment Management LLC | 2,092,295 | 50.10 |
| Ameriprise Financial Inc | 2,008,354 | 50.18 |
| Morgan Stanley | 1,909,383 | 50.10 |
| Raymond James & Associates | 1,510,002 | 50.10 |
| Wells Fargo & Company/mn | 1,388,734 | 50.10 |
| Valmark Advisers, Inc. | 1,386,519 | 50.10 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 73,233,668 | 50.10 |
| Bank Of America Corp /de/ | 43,698,538 | 50.10 |
| Envestnet Asset Management Inc | 19,759,767 | 50.10 |
| Jpmorgan Chase & Co | 10,491,225 | 50.10 |
| Assetmark, Inc | 6,373,846 | 50.10 |
| Bank of New York Mellon Corp | 6,309,791 | 50.10 |
| Charles Schwab Investment Management Inc | 6,161,279 | 50.10 |
| Mather Group, Llc. | 6,156,969 | 50.10 |
| Stifel Financial Corp | 4,649,112 | 50.10 |
| LPL Financial LLC | 3,413,634 | 50.10 |
| Lincoln National Corp | 2,731,817 | 50.10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 2,729,388 | 50.10 |
| AE Wealth Management LLC | 2,640,058 | 50.10 |
| Advisor Group Holdings, Inc. | 2,142,772 | 49.83 |
| Amerivest Investment Management LLC | 2,092,295 | 50.10 |
| Ameriprise Financial Inc | 2,008,354 | 50.18 |
| Morgan Stanley | 1,909,383 | 50.10 |
| Raymond James & Associates | 1,510,002 | 50.10 |
| Cambridge Investment Research Advisors, Inc. | 1,452,375 | 50.10 |
| Wells Fargo & Company/mn | 1,388,734 | 50.10 |
| Name | Shares | PPS |
|---|---|---|
| Lbmc Investment Advisors, Llc | 8,699 | 47.82 |
| ACG Wealth | 503 | 47.71 |
| Strategic Asset Management, LLC | 89 | 44.94 |
| Gleason Group, Inc. | 45 | 44.44 |
| GoalVest Advisory LLC | 2 | |
| Matrix Private Capital Group Llc | 0 |
| Name | Shares | PPS |
|---|---|---|
| Qci Asset Management Inc/ny | 647,193 | 53.29 |
| DeGreen Capital Management LLC | 541,746 | 53.29 |
| First Mercantile Trust Co | 378,426 | 53.29 |
| Sterling Investment Management, Inc. | 46,152 | 50.10 |
| Ccg Wealth Management, Llc | 26,699 | 50.11 |
| Mid Atlantic Financial Management Inc/adv | 22,783 | 53.29 |
| Ameritas Investment Corp | 7,713 | |
| Thrive Wealth Management, LLC | 6,643 | 50.13 |
| Susquehanna International Group, Llp | 5,600 | 50.18 |
| My Legacy Advisors, LLC | 5,005 | 50.15 |
| Appleton Partners Inc/ma | 4,429 | 50.12 |
| IFP Advisors, Inc | 2,534 | 54.06 |
| Carroll Financial Associates, Inc. | 1,097 | 51.96 |
| First Financial Corp /in/ | 368 | 48.91 |
| Lowe Wealth Advisors, LLC | 186 | 48.39 |
| BerganKDV Wealth Management, LLC | 158 | 50.63 |
| Herold Advisors, Inc. | 144 | 50097.22 |
| Sargent Bickham Lagudis LLC | 28 | 35.71 |
| Investmark Advisory Group LLC | 28 | 35.71 |
| CVA Family Office, LLC | ||
| Manning & Napier Group, LLC | ||
| Investment Research & Advisory Group, Inc. | ||
| TCI Wealth Advisors, Inc. | ||
| Wedbush Securities Inc | ||
| Vestmark Advisory Solutions, Inc. | ||
| Secure Asset Management, LLC | ||
| IHT Wealth Management, LLC | ||
| Symmetry Partners, LLC | ||
| Wolff Wiese Magana Llc | ||
| Choate Investment Advisors | ||
| Kalos Management, Inc. | ||
| Atlas Private Wealth Advisors | ||
| Wealth Quarterback LLC | ||
| Transamerica Financial Advisors, Inc. | ||
| GeoWealth Management, LLC | ||
| Ballew Advisors, Inc | ||
| Beacon Capital Management, Inc. | ||
| Websterrogers Financial Advisors, Llc | ||
| Acas, Llc | ||
| Gryphon Financial Partners LLC | ||
| Coastal Capital Group, Inc. | ||
| Merriman Wealth Management, LLC | ||
| Custos Family Office, LLC | ||
| Capital Advisory Group Advisory Services, LLC | ||
| Tanager Wealth Management LLP | ||
| Andrew Hill Investment Advisors, Inc. | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Filbrandt Wealth Management, LLC | ||
| CIBC World Markets Inc. | ||
| Truvestments Capital Llc | ||
| Clearview Wealth Advisors LLC | ||
| Blueprint Investment Partners LLC | ||
| Central Bank Of Brazil | ||
| Eaton Vance Management | ||
| UMA Financial Services, Inc. | ||
| Hudock, Inc. | ||
| Janus Henderson Group Plc | ||
| Blume Capital Management, Inc. | ||
| Livingston Group Asset Management CO (operating as Southport Capital Management) | ||
| SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Cobblestone Capital Advisors Llc /ny/ | ||
| Creative Financial Designs Inc /adv | ||
| Peapack Gladstone Financial Corp | ||
| Sloy Dahl & Holst, LLC | ||
| Arkadios Wealth Advisors | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | ||
| HBW Advisory Services LLC | ||
| CBIZ Investment Advisory Services, LLC | ||
| Advisor Resource Council | ||
| Verdad Advisers, LP | ||
| 1607 Capital Partners, LLC | ||
| Kowal Investment Group, LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Kornitzer Capital Management Inc /ks | ||
| Baker Tilly Financial, Llc | ||
| Truadvice, LLC | ||
| AlphaCore Capital LLC | ||
| Emfo, Llc | ||
| Jacobi Capital Management LLC | ||
| Glassman Wealth Services | ||
| Ironwood Financial, llc | ||
| Trustcore Financial Services, Llc | ||
| Apeiron RIA LLC | ||
| Cedar Brook Financial Partners, LLC | ||
| RFG Advisory, LLC | ||
| Advisors Capital Management, LLC | ||
| Cahill Financial Advisors Inc | ||
| Eudaimonia Partners, LLC | ||
| Homrich & Berg | ||
| Advisors Asset Management, Inc. | ||
| Enterprise Financial Services Corp | ||
| Comerica Securities,inc. | ||
| Hnp Capital Llc | ||
| Red Door Wealth Management, LLC | ||
| Dorsey & Whitney Trust CO LLC | ||
| Wiser Wealth Management, Inc | ||
| First National Bank of Hutchinson | ||
| Spectrum Asset Management, Inc. (NB/CA) | ||
| Beese Fulmer Investment Management, Inc. | ||
| Brickley Wealth Management | ||
| Provence Wealth Management Group | ||
| RPG Investment Advisory, LLC | ||
| Wilbanks Smith & Thomas Asset Management Llc | ||
| Zacks Investment Management | ||
| Capital Directions Investment Advisors, LLC | ||
| Beaird Harris Wealth Management, LLC | ||
| Pacific Center for Financial Services | ||
| Gilbert & Cook, Inc. | ||
| Trust Co Of Vermont | ||
| Two Sigma Securities, Llc | ||
| CarsonAllaria Wealth Management, Ltd. | ||
| McKinley Carter Wealth Services, Inc. | ||
| Baker Avenue Asset Management, LP | ||
| Amplius Wealth Advisors, LLC | ||
| Jfs Wealth Advisors, Llc | ||
| Apella Capital, LLC | ||
| Warren Street Wealth Advisors, LLC | ||
| Cedar Wealth Management, LLC | ||
| Garrison Point Capital, LLC | ||
| Fifth Third Securities, Inc. | ||
| Swmg, Llc | ||
| NWK Group, Inc. | ||
| Huntington National Bank | ||
| Seacrest Wealth Management, Llc | ||
| Toth Financial Advisory Corp | ||
| Gould Asset Management Llc /ca/ | ||
| Covington Capital Management | ||
| Pinnacle Financial Partners Inc | ||
| Morningstar Investment Management LLC | ||
| BRYN MAWR TRUST Co | ||
| St. James Investment Advisors, LLC | ||
| SYM FINANCIAL Corp | ||
| Shepherd Kaplan Krochuk, Llc | ||
| Northland Capital Management LLC | ||
| Signet Financial Management, Llc | ||
| Summit Asset Management, LLC | ||
| Pacitti Group Inc. | ||
| Matrix Private Capital Group Llc | ||
| Alps Advisors Inc | ||
| Ellevest, Inc. | ||
| Mcdonald Partners Llc | ||
| Tillar-Wenstrup Advisors, LLC | ||
| Bangor Savings Bank | ||
| Farmers & Merchants Investments Inc | ||
| Sage Advisory Services, Ltd.Co. | ||
| First Command Advisory Services, Inc. | ||
| Alesco Advisors Llc | ||
| Versant Capital Management, Inc | ||
| Emerald Advisors, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1,352,668 | 47.81 | 1,452,375 | 50.10 |
| Acropolis Investment Management, LLC | 1,026,766 | 47.81 | 1,092,557 | 50.10 |
| Advisory Alpha, LLC | 569,158 | 47.82 | 771,905 | 50.10 |
| Orion Portfolio Solutions, LLC | 487,073 | 47.81 | 502,801 | 50.10 |
| Allworth Financial LP | 451,730 | 47.81 | 436,615 | 50.10 |
| Parkside Advisors LLC | 412,446 | 47.81 | 346,253 | 50.10 |
| Money Design Co.,Ltd. | 372,866 | 47.81 | 372,984 | 50.10 |
| Brookstone Capital Management | 265,142 | 47.62 | 281,573 | 48.75 |
| Bremer Bank National Association | 185,518 | 47.81 | 218,158 | 50.10 |
| HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 181,900 | 48.23 | 181,125 | 52.06 |
| Private Advisor Group, LLC | 178,866 | 47.81 | 182,079 | 50.10 |
| Massmutual Trust Co Fsb/adv | 154,400 | 0.05 | 151,543 | 0.05 |
| Connecticut Wealth Management, LLC | 134,122 | 47.81 | 67,872 | 50.09 |
| MA Private Wealth | 110,824 | 48.04 | 173,094 | 50.10 |
| FC Advisory LLC | 94,659 | 47.81 | 81,392 | 50.10 |
| Bridge Advisory, LLC | 83,077 | 47.85 | 123,660 | 50.10 |
| Unison Advisors LLC | 75,900 | 47.81 | 67,367 | 50.10 |
| QAI - IQ Hedge Multi-Strategy Tracker ETF | 62,093 | 48.23 | 79,246 | 52.07 |
| PFG Advisors | 60,790 | 47.80 | 65,363 | 50.10 |
| Boltwood Capital Management | 41,310 | 47.81 | 56,200 | 50.11 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| First Heartland Consultants, Inc. | 52,644 | 47.79 | 0 | |
| Ignite Planners, LLC | 9,732 | 47.68 | 0 | |
| Rockland Trust Co | 6,885 | 47.79 | 0 | |
| Krilogy Financial LLC | 5,602 | 47.84 | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| ACG Wealth | 503 | 47.71 |
| Strategic Asset Management, LLC | 89 | 44.94 |
| Gleason Group, Inc. | 45 | 44.44 |
| Name | Shares | PPS |
|---|---|---|
| Investmark Advisory Group LLC | 28 | 35.71 |
| First Financial Corp /in/ | 368 | 48.91 |
| My Legacy Advisors, LLC | 5,005 | 50.15 |
| Herold Advisors, Inc. | 144 | 50097.22 |
| BerganKDV Wealth Management, LLC | 158 | 50.63 |
| Ccg Wealth Management, Llc | 26,699 | 50.11 |
| Sargent Bickham Lagudis LLC | 28 | 35.71 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1,352,668 | 47.81 | 1,452,375 | 50.10 |
| Acropolis Investment Management, LLC | 1,026,766 | 47.81 | 1,092,557 | 50.10 |
| Advisory Alpha, LLC | 569,158 | 47.82 | 771,905 | 50.10 |
| Orion Portfolio Solutions, LLC | 487,073 | 47.81 | 502,801 | 50.10 |
| Allworth Financial LP | 451,730 | 47.81 | 436,615 | 50.10 |
| Parkside Advisors LLC | 412,446 | 47.81 | 346,253 | 50.10 |
| Money Design Co.,Ltd. | 372,866 | 47.81 | 372,984 | 50.10 |
| Brookstone Capital Management | 265,142 | 47.62 | 281,573 | 48.75 |
| Private Advisor Group, LLC | 178,866 | 47.81 | 182,079 | 50.10 |
| Connecticut Wealth Management, LLC | 134,122 | 47.81 | 67,872 | 50.09 |
| MA Private Wealth | 110,824 | 48.04 | 173,094 | 50.10 |
| FC Advisory LLC | 94,659 | 47.81 | 81,392 | 50.10 |
| Bridge Advisory, LLC | 83,077 | 47.85 | 123,660 | 50.10 |
| Unison Advisors LLC | 75,900 | 47.81 | 67,367 | 50.10 |
| PFG Advisors | 60,790 | 47.80 | 65,363 | 50.10 |
| EFG Asset Management (Americas) Corp. | 41,231 | 47.80 | 41,231 | 50.11 |
| Chandler Asset Management, Inc. | 35,845 | 47810.49 | 35,946 | 50100.37 |
| Rosenberg Matthew Hamilton | 28,223 | 48.08 | 25,728 | 50.10 |
| Marcum Wealth, LLC | 24,683 | 47.81 | 25,557 | 50.08 |
| IVC Wealth Advisors LLC | 23,848 | 47.80 | 7,118 | 50.15 |
| Global Retirement Partners, LLC | 23,700 | 47.81 | 23,630 | 48.71 |
| Koshinski Asset Management, Inc. | 12,769 | 0.08 | 16,062 | 50.12 |
| Castle Rock Wealth Management, LLC | 11,165 | 47.65 | 13,365 | 48.19 |
| Zhang Financial LLC | 10,630 | 47.79 | 11,161 | 50.09 |
| Kathleen S. Wright Associates Inc. | 10,450 | 47.85 | 6,995 | 50.04 |
| Sound Income Strategies, LLC | 9,104 | 47.78 | 10,719 | 50.10 |
| Joel Isaacson & Co., LLC | 8,536 | 47.80 | 8,530 | 48.53 |
| YHB Investment Advisors, Inc. | 8,245 | 47.79 | 8,245 | 50.09 |
| Miracle Mile Advisors, LLC | 8,098 | 47.79 | 14,298 | 50.08 |
| Raymond James Trust N.a. | 8,066 | 47.86 | 6,623 | 50.13 |
| Johnson Bixby & Associates, LLC | 6,410 | 47.74 | 6,389 | 50.09 |
| Elmwood Wealth Management, Inc. | 6,350 | 47.87 | 12,350 | 50.12 |
| Pacific Financial Group Inc | 5,107 | 47.78 | 4,919 | 50.01 |
| Parkside Financial Bank & Trust | 2,899 | 47.95 | 1,170 | 50.43 |
| Atticus Wealth Management, Llc | 2,522 | 47.98 | 10,460 | 50.10 |
| RWM Asset Management, LLC | 1,304 | 47.55 | 2,041 | 49.98 |
| Newbridge Financial Services Group, Inc. | 1,037 | 48.22 | 1,255 | 50.20 |
| Pinnacle Bancorp, Inc. | 879 | 47.78 | 4,141 | 49.99 |
| Gradient Investments LLC | 692 | 47.69 | 754 | 50.40 |
| SOA Wealth Advisors, LLC. | 483 | 47.62 | 483 | 49.69 |
| John W. Brooker & Co., CPAs | 331 | 48.34 | 331 | 51.36 |
| RGT Wealth Advisors, LLC | 293 | 47.78 | 1,052 | 50.38 |
| Cedar Mountain Advisors, LLC | 261 | 45.98 | 488 | 49.18 |
| Global Trust Asset Management, LLC | 156 | 44.87 | 570 | 50.88 |
| Financial Management Professionals, Inc. | 68 | 44.12 | 20 | 50.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| First Heartland Consultants, Inc. | 52,644 | 47.79 | 0 | |
| Ignite Planners, LLC | 9,732 | 47.68 | 0 | |
| Rockland Trust Co | 6,885 | 47.79 | 0 | |
| Krilogy Financial LLC | 5,602 | 47.84 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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