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	208	199.00	207.20	152.47
Previous Quarter	214	202.00	207.20	152.11

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	24	17	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	3	1	14	0	5	2
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	68,822	0.00	0.00	0	0.00	0.00
Previous Quarter	68,822	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
Aaron Wealth Advisors LLC	2,743,328	4.83
Daido Life Insurance Co	1,118,735	207.20
Red Cedar Investment Management, Llc	790,517	207.20
UBS Group AG	623,747	207.20
Austin Private Wealth, LLC	492,689	207.20
Warren Averett Asset Management, LLC	292,744	207.20
Bank Of America Corp /de/	264,127	207.20
Envestnet Asset Management Inc	248,125	207.20
Beacon Pointe Advisors, LLC	202,795	207.20
Cerity Partners LLC	196,814	207.19
Mercer Global Advisors Inc /adv	186,815	207.20
Wells Fargo & Company/mn	178,455	207.20
Raymond James & Associates	170,250	207.20
Goldman Sachs Group Inc	152,499	207.20
Morgan Stanley	146,587	207.20
Private Capital Management Llc	138,601	207.20
NEXT Financial Group, Inc	127,621	218.84
Wealth Enhancement Advisory Services, Llc	125,529	209.43
Atria Wealth Solutions, Inc.	125,040	207.20
J.w. Cole Advisors, Inc.	118,715	0.01

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
Aaron Wealth Advisors LLC	2,743,328	4.83
Daido Life Insurance Co	1,118,735	207.20
Red Cedar Investment Management, Llc	790,517	207.20
UBS Group AG	623,747	207.20
Austin Private Wealth, LLC	492,689	207.20
Warren Averett Asset Management, LLC	292,744	207.20
Bank Of America Corp /de/	264,127	207.20
Envestnet Asset Management Inc	248,125	207.20
Beacon Pointe Advisors, LLC	202,795	207.20
Cerity Partners LLC	196,814	207.19
Mercer Global Advisors Inc /adv	186,815	207.20
Wells Fargo & Company/mn	178,455	207.20
Raymond James & Associates	170,250	207.20
Goldman Sachs Group Inc	152,499	207.20
Morgan Stanley	146,587	207.20
Private Capital Management Llc	138,601	207.20
NEXT Financial Group, Inc	127,621	218.84
Wealth Enhancement Advisory Services, Llc	125,529	209.43
Atria Wealth Solutions, Inc.	125,040	207.20
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	123,588	206.29

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
ETF Portfolio Partners, Inc.	10,888	171.84
Nova R Wealth, Inc.	8,570	171.88
Miracle Mile Advisors, LLC	1,280	171.88

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	61,000	0.07
Newport Wealth Strategies, Inc.	17,312	200.21
Carnegie Capital Asset Management, LLC	1,350	207.41
Heritage Wealth Management, Llc	1,002	200.60
Vanguard Group Inc
Zions Bancorporation, N.A.
Strategic Blueprint, LLC
Barclays Plc
Laurel Wealth Advisors, Inc.
Proequities, Inc.
Arkadios Wealth Advisors
Signaturefd, Llc
Venture Visionary Partners LLC
Ambassador Advisors, LLC
Alpha Cubed Investments, LLC
Coastal Capital Group, Inc.
Summit Trail Advisors, Llc
Huntington National Bank
Tower Research Capital LLC (TRC)
Masso Torrence Wealth Management Inc.
Capital Asset Advisory Services LLC
Qube Research & Technologies Ltd
Domani Wealth, LLC
Claraphi Advisory Network, LLC

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	114,876	188.36	123,588	206.29
Thrive Wealth Management, LLC	42,032	171.82	41,462	207.20
Parkside Financial Bank & Trust	17,004	171.84	1,783	206.95
Allworth Financial LP	12,211	171.81	5,767	207.21
Flagship Harbor Advisors, Llc	6,905	171.76	6,885	207.26
Raymond James Trust N.a.	6,604	171.87	6,604	207.15
Resource Consulting Group Inc	6,404	171.77	6,404	207.21
Cambridge Investment Research Advisors, Inc.	2,973	171.88	2,165	207.39
Spectrum Asset Management, Inc. (NB/CA)	2,700	172.59	2,940	207.14
Zhang Financial LLC	2,062	171.68	2,062	207.08
Private Advisor Group, LLC	1,548	171.83	1,548	207.36
Marcum Wealth, LLC	1,273	172.03	1,273	207.38
Bromfield Sneider Wealth Advisors	1,038	171.48	1,163	207.22
M&r Capital Management Inc	480	170.83	480	206.25
Global Retirement Partners, LLC	338	171.60	338	180.47
Newbridge Financial Services Group, Inc.	158	170.89	234	205.13
FSC Wealth Advisors, LLC	119	168.07	119	210.08

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
Parkside Financial Bank & Trust	15,221	17,004	171.84	1,783	206.95	853.67
Allworth Financial LP	6,444	12,211	171.81	5,767	207.21	111.74
Cambridge Investment Research Advisors, Inc.	808	2,973	171.88	2,165	207.39	37.32
Thrive Wealth Management, LLC	570	42,032	171.82	41,462	207.20	1.37
Flagship Harbor Advisors, Llc	20	6,905	171.76	6,885	207.26	0.29

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	8,712	114,876	188.36	123,588	206.29	-7.05
Spectrum Asset Management, Inc. (NB/CA)	240	2,700	172.59	2,940	207.14	-8.16
Bromfield Sneider Wealth Advisors	125	1,038	171.48	1,163	207.22	-10.75
Newbridge Financial Services Group, Inc.	76	158	170.89	234	205.13	-32.48

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
ETF Portfolio Partners, Inc.	10,888	171.84
Nova R Wealth, Inc.	8,570	171.88
Miracle Mile Advisors, LLC	1,280	171.88

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Carnegie Capital Asset Management, LLC	1,350	207.41

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Thrive Wealth Management, LLC	42,032	171.82	41,462	207.20
Parkside Financial Bank & Trust	17,004	171.84	1,783	206.95
Allworth Financial LP	12,211	171.81	5,767	207.21
Flagship Harbor Advisors, Llc	6,905	171.76	6,885	207.26
Raymond James Trust N.a.	6,604	171.87	6,604	207.15
Resource Consulting Group Inc	6,404	171.77	6,404	207.21
Cambridge Investment Research Advisors, Inc.	2,973	171.88	2,165	207.39
Spectrum Asset Management, Inc. (NB/CA)	2,700	172.59	2,940	207.14
Zhang Financial LLC	2,062	171.68	2,062	207.08
Private Advisor Group, LLC	1,548	171.83	1,548	207.36
Marcum Wealth, LLC	1,273	172.03	1,273	207.38
Global Retirement Partners, LLC	338	171.60	338	180.47
Newbridge Financial Services Group, Inc.	158	170.89	234	205.13
FSC Wealth Advisors, LLC	119	168.07	119	210.08

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Parkside Financial Bank & Trust	15,221	17,004	171.84	1,783	206.95	853.67
Allworth Financial LP	6,444	12,211	171.81	5,767	207.21	111.74
Cambridge Investment Research Advisors, Inc.	808	2,973	171.88	2,165	207.39	37.32
Thrive Wealth Management, LLC	570	42,032	171.82	41,462	207.20	1.37
Flagship Harbor Advisors, Llc	20	6,905	171.76	6,885	207.26	0.29

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spectrum Asset Management, Inc. (NB/CA)	240	2,700	172.59	2,940	207.14	-8.16
Newbridge Financial Services Group, Inc.	76	158	170.89	234	205.13	-32.48

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