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	392	262.00	275.62	268.11
Previous Quarter	404	272.00	275.65	261.36

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	94	62	1	23	21
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	1	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	2	6	15	0	4	5
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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	892	0.00	0.00	0	0.00	0.00
Previous Quarter	892	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
Jpmorgan Chase & Co	3,323,909	275.65
Bank Of America Corp /de/	573,909	275.65
Morgan Stanley	435,061	275.65
LPL Financial LLC	301,530	275.65
UBS Group AG	271,763	275.65
Corient Capital Partners, LLC	258,524	275.65
GM Advisory Group, Inc.	185,473	275.65
Wells Fargo & Company/mn	159,362	275.65
Altium Wealth Management LLC	127,362	217.64
Royal Bank Of Canada	120,551	275.66
Advisor Group Holdings, Inc.	112,485	273.20
Essex Financial Services, Inc.	92,273	275.65
Janney Montgomery Scott LLC	91,129	275.65
Envestnet Asset Management Inc	89,429	275.65
Strategic Wealth Advisors Group, LLC	87,190	0.28
Portfolio Strategies, Inc.	85,944	275.50
Ameriprise Financial Inc	84,990	275.74
Connecticut Wealth Management, LLC	76,190	217.64
Equitable Holdings, Inc.	65,947	275.65
Walker Asset Management, LLC	61,380	238.73

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
Jpmorgan Chase & Co	3,323,909	275.65
PFG Advisors	576,692	102.49
Bank Of America Corp /de/	573,909	275.65
Morgan Stanley	435,061	275.65
LPL Financial LLC	301,530	275.65
UBS Group AG	271,763	275.65
Corient Capital Partners, LLC	258,524	275.65
GM Advisory Group, Inc.	185,473	275.65
Wells Fargo & Company/mn	159,362	275.65
Altium Wealth Management LLC	128,189	275.65
Royal Bank Of Canada	120,551	275.66
Advisor Group Holdings, Inc.	112,485	273.20
Essex Financial Services, Inc.	92,273	275.65
Janney Montgomery Scott LLC	91,129	275.65
Envestnet Asset Management Inc	89,429	275.65
Strategic Wealth Advisors Group, LLC	87,190	0.28
Portfolio Strategies, Inc.	85,944	275.50
Ameriprise Financial Inc	84,990	275.74
Connecticut Wealth Management, LLC	80,624	275.65
Equitable Holdings, Inc.	65,947	275.65

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
Cooper Financial Group	26,258	217.65
Intergy Private Wealth, LLC	11,771	217.65
Cherrydale Wealth Management, Llc	3,588	217.39
Thrive Wealth Management, LLC	1,909	217.39
Dentgroup LLC	1,349	217.94
First Bank & Trust	62	209.68
First Command Advisory Services, Inc.	11

Recent Quarter 94 Institutes closed out their positions

Name	Shares	PPS
PFG Advisors	576,692	102.49
Belvedere Trading LLC	17,300	264.39
Orser Capital Management, Llc	12,521	275.62
Moors & Cabot, Inc.	10,000	1.20
Newport Wealth Strategies, Inc.	6,041	266.68
Cardan Capital Partners, LLC	4,257	266.62
Ameritas Investment Corp	4,167	0.24
Money Concepts Capital Corp	2,176	275.74
Farr Miller & Washington Llc/dc	1,666	266.51
Stratos Wealth Partners, LTD.	1,163	276.01
Mid Atlantic Financial Management Inc/adv	891	267.12
Silicon Valley Capital Partners	832	275.24
Zhang Financial LLC	817	275.40
McKinley Carter Wealth Services, Inc.	784	275.51
Round Table Services, LLC	765	275.82
Revolve Wealth Partners, LLC	730	275.34
Willner & Heller, Llc	675	302.22
Prentice Wealth Management LLC	306	267.97
Thompson Siegel & Walmsley Llc	250	276.00
Old National Bancorp /in/	232	275.86
IFP Advisors, Inc	188	303.19
Wealth Quarterback LLC	94
Crescent Capital Consulting, LLC	90	300.00
Paladin Advisory Group, LLC	33	272.73
Reilly Financial Advisors, Llc	16	312.50
Gemmer Asset Management LLC	9	222.22
Consolidated Planning Corp
Comerica Securities,inc.
Fifth Third Securities, Inc.
Smithbridge Asset Management Inc/de
EPIQ Capital Group, LLC
Vanguard Group Inc
Thompson Davis & Co., Inc.
Financial Advocates Investment Management
Holloway Wealth Management, LLC
Personal Capital Advisors Corp
Coldstream Capital Management Inc
Old Mission Capital Llc
Gerber Kawasaki Wealth & Investment Management
Millennium Management Llc
Renaissance Technologies Llc
Investors Financial Group, LLC
Corbenic Partners LLC
Lindbrook Capital, Llc
Cliftonlarsonallen Wealth Advisors, Llc
TruWealth Advisors, LLC
Front Row Advisors LLC
Newman Dignan & Sheerar, Inc.
Retirement Planning Co of New England, Inc.
Argent Trust Co
O'shaughnessy Asset Management, Llc
Asset Dedication, LLC
Brown Advisory Inc
Snowden Capital Advisors LLC
Larson Financial Group LLC
Bokf, Na
SMI Advisory Services, LLC
Clarity Wealth Advisors, LLC
Financial Advisory Service, Inc.
Ellevest, Inc.
Girard Partners Ltd.
Nvwm, Llc
Inscription Capital, LLC
Cahill Financial Advisors Inc
Wolverine Trading, Llc
Deutsche Bank Ag\
Confluence Wealth Services, Inc.
Clark Capital Management Group, Inc.
Geode Capital Management, Llc
Townsquare Capital Llc
Toronto Dominion Bank
Stelac Advisory Services LLC
IHT Wealth Management, LLC
Ironwood Financial, llc
Aquire Wealth Advisors, LLC
Marshall Wace, Llp
MCF Advisors LLC
Capital Analysts, Inc.
Barclays Plc
National Asset Management, Inc.
Providence Capital Advisors, LLC
Clifford Swan Investment Counsel Llc
Masso Torrence Wealth Management Inc.
Flow Traders U.s. Llc
Fisher Asset Management, LLC
CIBC World Markets Inc.
Capital Advisory Group Advisory Services, LLC
Cutter & CO Brokerage, Inc.
Huntington National Bank
FSC Wealth Advisors, LLC
ARGI Investment Services, LLC
Two Sigma Securities, Llc
Lakeview Capital Partners, LLC
First Horizon Advisors, Inc.

Recent Quarter 62 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Altium Wealth Management LLC	127,362	217.64	128,189	275.65
Connecticut Wealth Management, LLC	76,190	217.64	80,624	275.65
Walker Asset Management, LLC	61,380	238.73	990	275.76
Private Advisor Group, LLC	49,187	217.64	47,138	275.64
Joel Isaacson & Co., LLC	47,916	217.63	46,372	259.32
Miracle Mile Advisors, LLC	47,705	217.65	47,601	275.65
Commonwealth Equity Services, Llc	46,925	217.62	46,740	275.63
Cambridge Investment Research Advisors, Inc.	43,351	217.64	39,070	275.66
Truist Financial Corp	23,909	217.62	21,849	275.66
Relyea Zuckerberg Hanson LLC	23,568	217.63	26,231	264.42
Calton & Associates, Inc.	13,083	217.61	16,769	275.63
Cerro Pacific Wealth Advisors LLC	11,644	217.62	17,373	275.66
Windward Private Wealth Management Inc.	7,254	217.67	3,559	275.64
Tompkins Financial Corp	6,021	217.57	6,052	275.61
Dubuque Bank & Trust Co	6,010	217.64	6,010	275.71
Retirement Planning Group	5,989	217.73	6,640	275.60
Relaxing Retirement Coach	5,682	217.71	5,682	275.61
Wedbush Securities Inc	5,026	217.67	5,653	275.61
HFG Advisors, Inc.	4,497	217.70	4,247	275.72
Von Berge Wealth Management Group, LLC	4,325	220.81	4,270	259.02

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Covington Capital Management	7	285.71	19	263.16

Recent Quarter 23 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Walker Asset Management, LLC	60,390	61,380	238.73	990	275.76	6100.00
Cambridge Investment Research Advisors, Inc.	4,281	43,351	217.64	39,070	275.66	10.96
Windward Private Wealth Management Inc.	3,695	7,254	217.67	3,559	275.64	103.82
Truist Financial Corp	2,060	23,909	217.62	21,849	275.66	9.43
Private Advisor Group, LLC	2,049	49,187	217.64	47,138	275.64	4.35
Joel Isaacson & Co., LLC	1,544	47,916	217.63	46,372	259.32	3.33
AdvisorNet Financial, Inc	1,132	1,381	217.96	249	277.11	454.62
Western Wealth Management, LLC	1,126	2,546	217.99	1,420	276.06	79.30
Mcdonald Partners Llc	901	3,263	217.59	2,362	275.61	38.15
Rodgers & Associates, LTD	470	2,543	217.46	2,073	275.45	22.67
Global Retirement Partners, LLC	428	696	216.95	268	223.88	159.70
HFG Advisors, Inc.	250	4,497	217.70	4,247	275.72	5.89
Commonwealth Equity Services, Llc	185	46,925	217.62	46,740	275.63	0.40
Brookstone Capital Management	182	1,398	228.90	1,216	261.51	14.97
Miracle Mile Advisors, LLC	104	47,705	217.65	47,601	275.65	0.22
TCI Wealth Advisors, Inc.	86	215	218.60	129	279.07	66.67
Koshinski Asset Management, Inc.	71	1,195		1,124	275.80	6.32
Von Berge Wealth Management Group, LLC	55	4,325	220.81	4,270	259.02	1.29
Orion Portfolio Solutions, LLC	20	1,933	217.80	1,913	275.48	1.05
Kwmg, Llc	16	1,283	217.46	1,267	275.45	1.26

Recent Quarter 21 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cerro Pacific Wealth Advisors LLC	5,729	11,644	217.62	17,373	275.66	-32.98
Connecticut Wealth Management, LLC	4,434	76,190	217.64	80,624	275.65	-5.50
Calton & Associates, Inc.	3,686	13,083	217.61	16,769	275.63	-21.98
Relyea Zuckerberg Hanson LLC	2,663	23,568	217.63	26,231	264.42	-10.15
Ayalon Holdings Ltd.	2,267	2,286	217.85	4,553	275.64	-49.79
Investment Advisory Group, LLC	995	2,522	217.68	3,517	275.52	-28.29
Householder Group Estate & Retirement Specialist, LLC	920	2,310	217.75	3,230	275.54	-28.48
Altium Wealth Management LLC	827	127,362	217.64	128,189	275.65	-0.65
Retirement Planning Group	651	5,989	217.73	6,640	275.60	-9.80
Wedbush Securities Inc	627	5,026	217.67	5,653	275.61	-11.09
Retirement Guys Formula Llc	586	1,241	217.57	1,827	275.86	-32.07
Essex Savings Bank	542	3,362	217.73	3,904	275.61	-13.88
Geneos Wealth Management Inc.	475	519	217.73	994	274.65	-47.79
First Bancorp, Inc /ME/	315	2,045	217.60	2,360	275.85	-13.35
Carnegie Capital Asset Management, LLC	187	1,090	262.39	1,277	275.65	-14.64
Bank of New Hampshire	136	2,529	217.48	2,665	275.80	-5.10
Spire Wealth Management	90	410	217.07	500	276.00	-18.00
MAI Capital Management	55	2,468	217.59	2,523	275.47	-2.18
Tompkins Financial Corp	31	6,021	217.57	6,052	275.61	-0.51
Allworth Financial LP	17	567	216.93	584	275.68	-2.91

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	17,300

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0

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 2 New Institutes added position

Name	Shares	PPS
First Bank & Trust	62	209.68
First Command Advisory Services, Inc.	11

Past Week 6 Institutes closed out their positions

Name	Shares	PPS
Old National Bancorp /in/	232	275.86
Thompson Siegel & Walmsley Llc	250	276.00
Willner & Heller, Llc	675	302.22
Round Table Services, LLC	765	275.82
Stratos Wealth Partners, LTD.	1,163	276.01
Gemmer Asset Management LLC	9	222.22

Past Week 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Altium Wealth Management LLC	127,362	217.64	128,189	275.65
Walker Asset Management, LLC	61,380	238.73	990	275.76
Truist Financial Corp	23,909	217.62	21,849	275.66
Wedbush Securities Inc	5,026	217.67	5,653	275.61
Websterrogers Financial Advisors, Llc	3,976	217.56	3,976	275.91
Cooper/haims Advisors, Llc	3,393	217.51	3,393	275.57
Mcdonald Partners Llc	3,263	217.59	2,362	275.61
Accredited Investors Inc.	3,014	217.65	3,014	275.71
Retirement Guys Formula Llc	1,241	217.57	1,827	275.86
Richwood Investment Advisors, LLC	965	217.62	965	275.65
Secure Asset Management, LLC	962	217.26	960	276.04
Geneos Wealth Management Inc.	519	217.73	994	274.65
Spire Wealth Management	410	217.07	500	276.00
Hartford Financial Management Inc.	58	224.14	58	275.86
Atwood & Palmer Inc	25	200.00	25	280.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Walker Asset Management, LLC	60,390	61,380	238.73	990	275.76	6100.00
Truist Financial Corp	2,060	23,909	217.62	21,849	275.66	9.43
Mcdonald Partners Llc	901	3,263	217.59	2,362	275.61	38.15
Secure Asset Management, LLC	2	962	217.26	960	276.04	0.21

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Altium Wealth Management LLC	827	127,362	217.64	128,189	275.65	-0.65
Wedbush Securities Inc	627	5,026	217.67	5,653	275.61	-11.09
Retirement Guys Formula Llc	586	1,241	217.57	1,827	275.86	-32.07
Geneos Wealth Management Inc.	475	519	217.73	994	274.65	-47.79
Spire Wealth Management	90	410	217.07	500	276.00	-18.00

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	17,300

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