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	494	NaN	0.00	101.22
Previous Quarter	524	NaN	0.00	100.70

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	6	123	72	2	30	22
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	1	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	2	6	34	2	18	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	447,737	0.00	0.00
Previous Quarter	0	0.00	0.00	447,737	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
Personal Capital Advisors Corp	9,489,676	51.95
Charles Schwab Investment Advisory, Inc.	6,053,139	51.95
Goldman Sachs Group Inc	2,923,517	51.95
Envestnet Asset Management Inc	2,785,581	51.95
United Capital Financial Advisers, Llc	2,576,753	51.95
Valmark Advisers, Inc.	2,263,576	51.95
Jane Street Group, Llc	2,015,577	51.95
Kempen Capital Management N.v.	1,214,600	51.95
Morgan Stanley	1,163,875	51.95
Bank Of America Corp /de/	1,058,629	51.95
Assetmark, Inc	1,012,740	51.95
Advisor Group Holdings, Inc.	608,326	52.04
Osborne Partners Capital Management, Llc	578,142	51.95
Royal Bank Of Canada	538,218	51.95
Manufacturers Life Insurance Company, The	523,871	51.95
Moneta Group Investment Advisors Llc	481,328	51.95
Mackenzie Financial Corp	472,283	51.95
Us Bancorp \de\	465,057	51.95
Lincoln National Corp	455,143	51.95
M&t Bank Corp	452,647	51.95

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
Personal Capital Advisors Corp	9,489,676	51.95
Charles Schwab Investment Advisory, Inc.	6,053,139	51.95
Goldman Sachs Group Inc	2,923,517	51.95
Envestnet Asset Management Inc	2,785,581	51.95
United Capital Financial Advisers, Llc	2,576,753	51.95
Valmark Advisers, Inc.	2,263,576	51.95
Jane Street Group, Llc	2,015,577	51.95
Kempen Capital Management N.v.	1,214,600	51.95
Morgan Stanley	1,163,875	51.95
Bank Of America Corp /de/	1,058,629	51.95
Assetmark, Inc	1,012,740	51.95
Miracle Mile Advisors, LLC	688,617	51.95
Advisor Group Holdings, Inc.	608,326	52.04
Osborne Partners Capital Management, Llc	578,142	51.95
Royal Bank Of Canada	538,218	51.95
Manufacturers Life Insurance Company, The	523,871	51.95
Moneta Group Investment Advisors Llc	481,328	51.95
Mackenzie Financial Corp	472,283	51.95
Us Bancorp \de\	465,057	51.95
Lincoln National Corp	455,143	51.95

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
Cypress Financial Planning Llc	11,770	44.27
Greenspring Advisors, LLC	5,768	44.21
Exchange Traded Concepts, Llc	4,040	44.31
Vigilant Capital Management, LLC	102	49.02
Strategic Asset Management, LLC	6
Matrix Private Capital Group Llc	0

Recent Quarter 123 Institutes closed out their positions

Name	Shares	PPS
ABWAX - AB All Market Total Return Portfolio Class A	116,670	55.19
Aaron Wealth Advisors LLC	93,458	19.25
Managed Account Services Inc	71,858	56.31
Susquehanna International Group, Llp	23,900	51.97
Susquehanna International Group, Llp	23,900	51.97
Alexandria Capital, LLC	21,300	56.29
ABPAX - AB Conservative Wealth Strategy Class A	19,770	55.18
Coastline Trust Co	6,140	51.95
Ameritas Investment Corp	4,128
SYMIX - AlphaCentric Symmetry Strategy Fund Class I	4,038	56.22
Homrich & Berg	3,756	56.44
Paladin Advisory Group, LLC	1,234	52.67
IFP Advisors, Inc	696	54.60
Asset Dedication, LLC	604	51.32
Koshinski Asset Management, Inc.	563	51.51
Sound Income Strategies, LLC	206	53.40
Cutler Group LP	200
Cutler Group LP	200
Worth Asset Management, LLC	107	46.73
Sandy Spring Bank	45	44.44
Herold Advisors, Inc.	25	51920.00
Heritage Wealth Management, Llc	5	200.00
Carroll Financial Associates, Inc.	4
PSI Advisors, LLC	2
Genesee Capital Advisors, LLC
Comprehensive Financial Consultants Institutional, Inc.
Newbridge Financial Services Group, Inc.
Choate Investment Advisors
Filbrandt Wealth Management, LLC
Palisades Hudson Asset Management, L.P.
Ares Management Llc
Baystate Wealth Management LLC
Strategic Blueprint, LLC
Nomura Asset Management Co Ltd
Ferris Capital, Llc
Greenwood Capital Associates Llc
Arkadios Wealth Advisors
Financial Insights, Inc.
Virginia Retirement Systems Et Al
Coastal Capital Group, Inc.
IAM Advisory, LLC
Atlas Private Wealth Advisors
Pacific Center for Financial Services
Krs Capital Management, Llc
Ritter Daniher Financial Advisory, Llc
Websterrogers Financial Advisors, Llc
Lenox Wealth Advisors, LLC
Berman Capital Advisors, LLC
Sumitomo Mitsui DS Asset Management Company, Ltd
Cerity Partners LLC
Parkside Financial Bank & Trust
BDO Wealth Advisors, LLC
Continuum Advisory, LLC
Trexquant Investment LP
Colton Groome Financial Advisors, Llc
Perennial Advisors, LLC
Symmetry Partners, LLC
Wedbush Securities Inc
Sentinel Trust Co Lba
Seacrest Wealth Management, Llc
Cambridge Trust Co
MCF Advisors LLC
Signature Securities Group Corporation
Goodwin Investment Advisory
Sowell Financial Services LLC
Washington Trust Advisors, Inc.
Gibson Capital, LLC
Vanguard Group Inc
Banque Pictet & Cie Sa
AlphaCentric Advisors LLC
Eaton Vance Management
Cresset Asset Management, LLC
BlackRock Inc.
Wealth Enhancement Advisory Services, Llc
Simplex Trading, Llc
Charles Schwab Trust Co
Rinkey Investments
Federated Hermes, Inc.
Wealthspire Advisors, LLC
Zions Bancorporation, N.A.
Cypress Point Wealth Management, LLC
Jacobi Capital Management LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Belvedere Trading LLC
Optas, LLC
Kings Point Capital Management
Prudential Financial Inc
TD Capital Management LLC
Montag A & Associates Inc
Snowden Capital Advisors LLC
Matrix Private Capital Group Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Huntington National Bank
Absolute Capital Management, LLC
Enterprise Financial Services Corp
Wintrust Investments Llc
Avantax Planning Partners, Inc.
Mount Lucas Management LP
StoneX Group Inc.
Salem Investment Counselors Inc
Ade, Llc
Employees Retirement System of Texas
Bartlett & Co. LLC
Sterling Financial Planning, Inc.
Gerber Kawasaki Wealth & Investment Management
Glassman Wealth Services
Taddei, Ludwig & Associates, Inc.
Dynamic Technology Lab Private Ltd
Hudock, Inc.
Mcdonald Partners Llc
Firestone Capital Management
Moors & Cabot, Inc.
Red Door Wealth Management, LLC
Lakeview Capital Partners, LLC
Paragon Capital Management Ltd
Castleview Partners, Llc
Prestige Wealth Management Group LLC
Better Money Decisions, LLC
Signaturefd, Llc
Pin Oak Investment Advisors Inc
TCI Wealth Advisors, Inc.
Kestra Private Wealth Services, Llc
Liberty Wealth Management Llc

Recent Quarter 72 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
WMMRX - Wilmington Real Asset Fund Class A Shares	322,400	48.66	322,400	52.86
Elm Partners Management LLC	226,101	44.27	192,077	51.95
Moller Financial Services	224,760	44.27	208,654	51.95
Ellevest, Inc.	165,759	44.28	156,551	52.37
VYGUX - Voya Global Diversified Payment Fund Class R6	141,851	48.66	151,591	52.86
Country Trust Bank	132,625	0.05	127,994	0.05
Capital Insight Partners, Llc	114,301	44.27	110,038	51.95
Solitude Financial Services	113,959	44.27	74,815	51.95
Kohmann Bosshard Financial Services, LLC	99,041	44.27	101,281	51.95
Marotta Asset Management	95,284	44.27	109,788	51.95
Upper Left Wealth Management, LLC	82,683	44.27	79,174	52.69
Life Planning Partners, Inc	70,850	44.35	66,240	52.01
Warren Street Wealth Advisors, LLC	64,126	44.27	61,449	51.95
Cutler Investment Counsel Llc	60,446	44.27	62,798	51.94
SOL Capital Management CO	55,823	44.26	54,633	51.95
Gradient Capital Advisors, LLC	54,815	44.28	51,824	51.95
Miracle Mile Advisors, LLC	39,574	44.27	688,617	51.95
Aletheian Wealth Advisors LLC	31,233	44.28	26,070	51.94
New England Guild Wealth Advisors, Inc.	28,822	44.27	28,911	51.95
Enterprise Trust & Investment Co	27,000	44.26	19,500	51.95

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GFS Advisors, LLC	4,904	44.25	0
Horan Securities, Inc.	58	51.72	240	50.00

Recent Quarter 30 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Solitude Financial Services	39,144	113,959	44.27	74,815	51.95	52.32
Elm Partners Management LLC	34,024	226,101	44.27	192,077	51.95	17.71
Moller Financial Services	16,106	224,760	44.27	208,654	51.95	7.72
Ellevest, Inc.	9,208	165,759	44.28	156,551	52.37	5.88
Enterprise Trust & Investment Co	7,500	27,000	44.26	19,500	51.95	38.46
Aletheian Wealth Advisors LLC	5,163	31,233	44.28	26,070	51.94	19.80
GFS Advisors, LLC	4,904	4,904	44.25	0		0.00
Country Trust Bank	4,631	132,625	0.05	127,994	0.05	3.62
Life Planning Partners, Inc	4,610	70,850	44.35	66,240	52.01	6.96
Capital Insight Partners, Llc	4,263	114,301	44.27	110,038	51.95	3.87
Upper Left Wealth Management, LLC	3,509	82,683	44.27	79,174	52.69	4.43
Gradient Capital Advisors, LLC	2,991	54,815	44.28	51,824	51.95	5.77
Warren Street Wealth Advisors, LLC	2,677	64,126	44.27	61,449	51.95	4.36
Global Trust Asset Management, LLC	1,766	1,859	44.11	93	53.76	1898.92
Millburn Ridgefield Corp	1,741	1,758	44.37	17	58.82	10241.18
Evanson Asset Management, LLC	1,346	8,529	44.32	7,183	51.93	18.74
First National Bank Sioux Falls	1,220	13,730	44.28	12,510	51.96	9.75
SOL Capital Management CO	1,190	55,823	44.26	54,633	51.95	2.18
Moseley Investment Management Inc	1,028	6,385	44.32	5,357	51.89	19.19
Commonwealth Equity Services, Llc	990	22,994	44.23	22,004	51.95	4.50

Recent Quarter 22 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	649,043	39,574	44.27	688,617	51.95	-94.25
Marotta Asset Management	14,504	95,284	44.27	109,788	51.95	-13.21
VYGUX - Voya Global Diversified Payment Fund Class R6	9,740	141,851	48.66	151,591	52.86	-6.43
Phillips Financial Management, Llc	5,979	16,148	44.28	22,127	51.93	-27.02
FC Advisory LLC	2,590	5,116	44.18	7,706	51.91	-33.61
Cutler Investment Counsel Llc	2,352	60,446	44.27	62,798	51.94	-3.75
Kohmann Bosshard Financial Services, LLC	2,240	99,041	44.27	101,281	51.95	-2.21
Unconventional Investor, LLC	1,054	21,791	44.28	22,845	52.09	-4.61
GSB Wealth Management, LLC	800	6,600	44.24	7,400	51.89	-10.81
Cambridge Investment Research Advisors, Inc.	769	10,083	44.23	10,852	51.97	-7.09
CVA Family Office, LLC	665	1,614	43.99	2,279	51.78	-29.18
Baldrige Asset Management LLC	641	490	44.90	1,131	52.17	-56.68
MMAFX - AMG FQ Global Risk-Balanced Fund Class Z	597	2,101	48.55	2,698	53.00	-22.13
TNMAX - 1290 Multi-Alternative Strategies Fund Class A	560	23,810	48.68	24,370	52.85	-2.30
Spire Wealth Management	332	22	45.45	354	50.85	-93.79
Edmonds Duncan Registered Investment Advisors, LLC	315	26,308	44.28	26,623	51.95	-1.18
Private Advisor Group, LLC	301	20,389	44.29	20,690	51.96	-1.45
Geneos Wealth Management Inc.	238	15		253	51.38	-94.07
Horan Securities, Inc.	182	58	51.72	240	50.00	-75.83
Wealthfront Advisers Llc	108	4,801	44.37	4,909	51.95	-2.20

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	0

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 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Paladin Advisory Group, LLC	283	951	1,234	-22.93

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
Cypress Financial Planning Llc	11,770	44.27
Exchange Traded Concepts, Llc	4,040	44.31

Past Week 6 Institutes closed out their positions

Name	Shares	PPS
Asset Dedication, LLC	604	51.32
Kestra Private Wealth Services, Llc
Sandy Spring Bank	45	44.44
Coastline Trust Co	6,140	51.95
PSI Advisors, LLC	2
Aaron Wealth Advisors LLC	93,458	19.25

Past Week 34 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Elm Partners Management LLC	226,101	44.27	192,077	51.95
Moller Financial Services	224,760	44.27	208,654	51.95
Ellevest, Inc.	165,759	44.28	156,551	52.37
Capital Insight Partners, Llc	114,301	44.27	110,038	51.95
Marotta Asset Management	95,284	44.27	109,788	51.95
Life Planning Partners, Inc	70,850	44.35	66,240	52.01
Warren Street Wealth Advisors, LLC	64,126	44.27	61,449	51.95
Cutler Investment Counsel Llc	60,446	44.27	62,798	51.94
SOL Capital Management CO	55,823	44.26	54,633	51.95
Gradient Capital Advisors, LLC	54,815	44.28	51,824	51.95
Enterprise Trust & Investment Co	27,000	44.26	19,500	51.95
Edmonds Duncan Registered Investment Advisors, LLC	26,308	44.28	26,623	51.95
Cambridge Advisors Inc.	24,557	44.26	24,557	51.96
Commonwealth Equity Services, Llc	22,994	44.23	22,004	51.95
Integrated Investment Consultants, LLC	19,000	44.26	19,000	51.95
Phillips Financial Management, Llc	16,148	44.28	22,127	51.93
First National Bank Sioux Falls	13,730	44.28	12,510	51.96
Stone Point Wealth LLC	13,511	44.33	13,280	52.64
Sequoia Financial Advisors, LLC	9,627	44.25	9,610	51.93
Hexagon Capital Partners LLC	8,680	44.24	8,550	51.93
Stratos Wealth Partners, LTD.	8,325	44.32	7,649	51.90
GSB Wealth Management, LLC	6,600	44.24	7,400	51.89
Wealthfront Advisers Llc	4,801	44.37	4,909	51.95
Bogart Wealth, LLC	2,028	44.38	2,028	51.78
Millburn Ridgefield Corp	1,758	44.37	17	58.82
Investors Research Corp	1,280	44.53	1,280	51.56
Umb Bank N A/mo	1,074	44.69	1,074	52.14
Gables Capital Management Inc.	1,000	44.00	1,000	52.00
North Star Investment Management Corp.	720	44.44	720	51.39
Money Concepts Capital Corp	357	44.82	442	52.04
Capital Investment Advisory Services, LLC	89	44.94	89	56.18
Tfo-tdc, Llc	78	38.46	68	58.82
Spire Wealth Management	22	45.45	354	50.85
Geneos Wealth Management Inc.	15		253	51.38

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GFS Advisors, LLC	4,904	44.25	0
Horan Securities, Inc.	58	51.72	240	50.00

Past Week 18 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Elm Partners Management LLC	34,024	226,101	44.27	192,077	51.95	17.71
Moller Financial Services	16,106	224,760	44.27	208,654	51.95	7.72
Ellevest, Inc.	9,208	165,759	44.28	156,551	52.37	5.88
Enterprise Trust & Investment Co	7,500	27,000	44.26	19,500	51.95	38.46
GFS Advisors, LLC	4,904	4,904	44.25	0		0.00
Life Planning Partners, Inc	4,610	70,850	44.35	66,240	52.01	6.96
Capital Insight Partners, Llc	4,263	114,301	44.27	110,038	51.95	3.87
Gradient Capital Advisors, LLC	2,991	54,815	44.28	51,824	51.95	5.77
Warren Street Wealth Advisors, LLC	2,677	64,126	44.27	61,449	51.95	4.36
Millburn Ridgefield Corp	1,741	1,758	44.37	17	58.82	10241.18
First National Bank Sioux Falls	1,220	13,730	44.28	12,510	51.96	9.75
SOL Capital Management CO	1,190	55,823	44.26	54,633	51.95	2.18
Commonwealth Equity Services, Llc	990	22,994	44.23	22,004	51.95	4.50
Stratos Wealth Partners, LTD.	676	8,325	44.32	7,649	51.90	8.84
Stone Point Wealth LLC	231	13,511	44.33	13,280	52.64	1.74
Hexagon Capital Partners LLC	130	8,680	44.24	8,550	51.93	1.52
Sequoia Financial Advisors, LLC	17	9,627	44.25	9,610	51.93	0.18
Tfo-tdc, Llc	10	78	38.46	68	58.82	14.71

Past Week 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Marotta Asset Management	14,504	95,284	44.27	109,788	51.95	-13.21
Phillips Financial Management, Llc	5,979	16,148	44.28	22,127	51.93	-27.02
Cutler Investment Counsel Llc	2,352	60,446	44.27	62,798	51.94	-3.75
GSB Wealth Management, LLC	800	6,600	44.24	7,400	51.89	-10.81
Spire Wealth Management	332	22	45.45	354	50.85	-93.79
Edmonds Duncan Registered Investment Advisors, LLC	315	26,308	44.28	26,623	51.95	-1.18
Geneos Wealth Management Inc.	238	15		253	51.38	-94.07
Horan Securities, Inc.	182	58	51.72	240	50.00	-75.83
Wealthfront Advisers Llc	108	4,801	44.37	4,909	51.95	-2.20
Money Concepts Capital Corp	85	357	44.82	442	52.04	-19.23

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