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 | 414 | 112.00 | 120.02 | 117.59 |
| Previous Quarter | 444 | 118.00 | 120.05 | 119.13 |
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 | 8 | 123 | 55 | 3 | 25 | 22 |
| 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 | 4 | 3 | 27 | 3 | 15 | 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 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 | 250 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 250 | 0.00 | 0.00 | 0 | 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 |
|---|---|---|
| Jpmorgan Chase & Co | 3,979,718 | 120.05 |
| Ameriprise Financial Inc | 1,675,588 | 119.87 |
| Bank Of America Corp /de/ | 1,455,079 | 120.05 |
| Morgan Stanley | 1,029,572 | 120.05 |
| UBS Group AG | 999,523 | 120.05 |
| Wells Fargo & Company/mn | 850,105 | 120.05 |
| Advisor Group Holdings, Inc. | 662,070 | 120.08 |
| Envestnet Asset Management Inc | 618,405 | 120.05 |
| Raymond James Financial Services Advisors, Inc. | 425,412 | 120.05 |
| Ameritas Advisory Services, LLC | 381,530 | 120.05 |
| Caisse De Depot Et Placement Du Quebec | 311,000 | 120.05 |
| Evensky & Katz LLC | 301,533 | 94.03 |
| Full Sail Capital, LLC | 261,058 | 120.05 |
| Kcm Investment Advisors Llc | 235,296 | 120.05 |
| Stifel Financial Corp | 212,132 | 120.06 |
| Prudential Financial Inc | 187,225 | 120.05 |
| Royal Bank Of Canada | 177,162 | 120.05 |
| Raymond James & Associates | 159,094 | 120.05 |
| Pnc Financial Services Group, Inc. | 155,434 | 120.05 |
| Personal Capital Advisors Corp | 154,243 | 120.05 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Jpmorgan Chase & Co | 3,979,718 | 120.05 |
| Ameriprise Financial Inc | 1,675,588 | 119.87 |
| Bank Of America Corp /de/ | 1,455,079 | 120.05 |
| Beacon Capital Management, Inc. | 1,410,243 | 120.05 |
| Morgan Stanley | 1,029,572 | 120.05 |
| UBS Group AG | 999,523 | 120.05 |
| Wells Fargo & Company/mn | 850,105 | 120.05 |
| Advisor Group Holdings, Inc. | 662,070 | 120.08 |
| Envestnet Asset Management Inc | 618,405 | 120.05 |
| TDSC - Cabana Target Drawdown 10 ETF | 566,786 | 141.78 |
| Raymond James Financial Services Advisors, Inc. | 425,412 | 120.05 |
| Ameritas Advisory Services, LLC | 381,530 | 120.05 |
| Harel Insurance Investments & Financial Services Ltd. | 365,700 | 120.05 |
| Ameritas Investment Corp | 348,007 | 0.14 |
| CLSC - Cabana Target Leading Sector Conservative ETF | 330,252 | 141.78 |
| Caisse De Depot Et Placement Du Quebec | 311,000 | 120.05 |
| Evensky & Katz LLC | 285,950 | 120.05 |
| Full Sail Capital, LLC | 261,058 | 120.05 |
| Kcm Investment Advisors Llc | 235,296 | 120.05 |
| Stifel Financial Corp | 212,132 | 120.06 |
| Name | Shares | PPS |
|---|---|---|
| Joule Financial, LLC | 30,502 | 94.03 |
| SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 21,422 | 102.09 |
| Great Valley Advisor Group, Inc. | 18,405 | 94.05 |
| Centric Wealth Management | 13,164 | 94.04 |
| Qp Wealth Management, Llc | 2,415 | 94.00 |
| Asset Dedication, LLC | 937 | 96.05 |
| Dividend Asset Capital, Llc | 565 | 93.81 |
| Enterprise Trust & Investment Co | 132 | 90.91 |
| Name | Shares | PPS |
|---|---|---|
| TDSC - Cabana Target Drawdown 10 ETF | 566,786 | 141.78 |
| Ameritas Investment Corp | 348,007 | 0.14 |
| CLSC - Cabana Target Leading Sector Conservative ETF | 330,252 | 141.78 |
| TDSD - Cabana Target Drawdown 13 ETF | 199,773 | 141.78 |
| TDSB - Cabana Target Drawdown 7 ETF | 189,133 | 141.78 |
| CLSA - Cabana Target Leading Sector Aggressive ETF | 178,770 | 141.78 |
| Green Harvest Asset Management LLC | 166,548 | 140.77 |
| TDSE - Cabana Target Drawdown 16 ETF | 109,576 | 141.78 |
| Susquehanna International Group, Llp | 75,824 | 120.05 |
| TDSA - Cabana Target Drawdown 5 ETF | 21,718 | 141.77 |
| Country Club Trust Company, n.a. | 6,235 | 137.13 |
| Homrich & Berg | 4,716 | 140.80 |
| Arkadios Wealth Advisors | 2,604 | |
| Avantax Planning Partners, Inc. | 2,422 | 120.15 |
| Mid Atlantic Financial Management Inc/adv | 2,251 | 140.83 |
| Allied Investment Advisors, LLC | 2,185 | 119.91 |
| Krilogy Financial LLC | 2,051 | 119.94 |
| 180 Wealth Advisors, Llc | 1,715 | 117.20 |
| Koshinski Asset Management, Inc. | 993 | 119.84 |
| IFP Advisors, Inc | 673 | 136.70 |
| Prentice Wealth Management LLC | 100 | 140.00 |
| Elm Partners Management LLC | 82 | 121.95 |
| Atticus Wealth Management, Llc | 55 | 127.27 |
| Carroll Financial Associates, Inc. | 53 | 132.08 |
| Ballast Advisors Llc | 19 | 105.26 |
| Cordasco Financial Network | 15 | 133.33 |
| Heritage Wealth Management, Llc | 9 | 111.11 |
| Bbva Usa | 6 | 166.67 |
| City Holding Co | ||
| Transform Wealth, LLC | ||
| Financial Insights, Inc. | ||
| Clark Capital Management Group, Inc. | ||
| Corbenic Partners LLC | ||
| Kinloch Capital, LLC | ||
| Exchange Traded Concepts, Llc | ||
| Cullen/frost Bankers, Inc. | ||
| Elevated Capital Advisors, LLC | ||
| Newbridge Financial Services Group, Inc. | ||
| Capital Asset Advisory Services LLC | ||
| Woodward Diversified Capital, Llc | ||
| King Luther Capital Management Corp | ||
| Better Money Decisions, LLC | ||
| Antonetti Capital Management LLC | ||
| Bnp Paribas Arbitrage, Sa | ||
| Invst, LLC | ||
| ExodusPoint Capital Management, LP | ||
| BlueSky Wealth Advisors, LLC | ||
| Cabana Llc | ||
| Qube Research & Technologies Ltd | ||
| Total Clarity Wealth Management, Inc. | ||
| SageGuard Financial Group, LLC | ||
| Twin Focus Capital Partners, Llc | ||
| Old Mission Capital Llc | ||
| Fsb Premier Wealth Management, Inc. | ||
| Flow Traders U.s. Llc | ||
| Absolute Capital Management, LLC | ||
| Tarbox Family Office, Inc. | ||
| Affiance Financial, LLC | ||
| Mcdonald Partners Llc | ||
| Confluence Wealth Services, Inc. | ||
| Addison Advisors LLC | ||
| Ellevest, Inc. | ||
| River Wealth Advisors LLC | ||
| Csenge Advisory Group | ||
| Schrum Private Wealth Management LLC | ||
| Barclays Plc | ||
| Bokf, Na | ||
| SkyOak Wealth, LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Livingston Group Asset Management CO (operating as Southport Capital Management) | ||
| Northeast Financial Consultants Inc | ||
| Stonebridge Financial Planning Group, LLC | ||
| Glassman Wealth Services | ||
| CoreCap Advisors, LLC | ||
| Institute for Wealth Management, LLC. | ||
| Bedel Financial Consulting, Inc. | ||
| Guardian Wealth Management, Inc. | ||
| Atlas Private Wealth Advisors | ||
| First National Corp /ma/ /adv | ||
| Sugarloaf Wealth Management, LLC | ||
| Firestone Capital Management | ||
| Jacobi Capital Management LLC | ||
| Grace Capital | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Baltimore-Washington Financial Advisors, Inc. | ||
| RFG Advisory, LLC | ||
| Telemus Capital, Llc | ||
| Kovack Advisors, Inc. | ||
| Laurel Wealth Advisors, Inc. | ||
| Retirement Planning Co of New England, Inc. | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| ACG Wealth | ||
| Virtue Capital Management, LLC | ||
| Foundations Investment Advisors, LLC | ||
| Dougherty Wealth Advisers LLC | ||
| Strategic Blueprint, LLC | ||
| Advanced Research Investment Solutions, Llc | ||
| Estate Counselors, LLC | ||
| U.S. Capital Wealth Advisors, LLC | ||
| Salem Investment Counselors Inc | ||
| Thomasville National Bank | ||
| Liberty Wealth Management Llc | ||
| Joel Isaacson & Co., LLC | ||
| Chevy Chase Trust Holdings, Inc. | ||
| Cutler Group LP | ||
| Bessemer Group Inc | ||
| Quantitative Advantage, LLC | ||
| Banco Santander, S.A. | ||
| Duncker Streett & Co Inc | ||
| Insight Advisors, LLC/ PA | ||
| Madison Asset Management, LLC | ||
| Lpwm Llc | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Signature Securities Group Corporation | ||
| Cutler Group LP | ||
| Huntington National Bank | ||
| Equitable Holdings, Inc. | ||
| Lenox Wealth Advisors, LLC | ||
| TD Capital Management LLC | ||
| Stephens Inc /ar/ | ||
| Eagle Bay Advisors LLC | ||
| Vectors Research Management, LLC | ||
| Brown Brothers Harriman & Co |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Evensky & Katz LLC | 301,533 | 94.03 | 285,950 | 120.05 |
| Harel Insurance Investments & Financial Services Ltd. | 102,700 | 94.03 | 365,700 | 120.05 |
| Truist Financial Corp | 62,842 | 94.03 | 62,022 | 120.04 |
| Massmutual Trust Co Fsb/adv | 50,671 | 0.10 | 48,365 | 0.12 |
| Praetorian Wealth Management, Inc. | 45,653 | 94.01 | 42,569 | 120.04 |
| Stratos Wealth Partners, LTD. | 43,199 | 94.03 | 42,654 | 120.06 |
| Dubuque Bank & Trust Co | 34,436 | 94.03 | 35,163 | 120.04 |
| Northstar Asset Management Llc | 29,540 | 94.04 | 29,990 | 120.04 |
| Murphy Capital Management Inc | 27,626 | 94.01 | 25,994 | 120.03 |
| Wbh Advisory Inc | 26,450 | 95.43 | 24,798 | 105.69 |
| Beacon Capital Management, Inc. | 24,966 | 94.05 | 1,410,243 | 120.05 |
| First Financial Corp /in/ | 24,862 | 94.04 | 25,337 | 120.06 |
| Commonwealth Equity Services, Llc | 21,798 | 94.00 | 21,705 | 120.02 |
| Brandywine Oak Private Wealth Llc | 21,434 | 94.01 | 139,130 | 120.08 |
| Campion Asset Management LLC | 17,260 | 94.03 | 15,640 | 120.08 |
| Sandy Spring Bank | 16,337 | 94.02 | 14,187 | 120.04 |
| Access Financial Services, Inc. | 15,462 | 94.04 | 15,532 | 120.07 |
| Sabal Trust CO | 14,600 | 94.04 | 16,175 | 120.06 |
| CVA Family Office, LLC | 13,990 | 94.00 | 14,945 | 120.04 |
| Appleton Partners Inc/ma | 11,312 | 94.06 | 11,422 | 120.03 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 860 | 94.19 | 0 | |
| Charter Oak Capital Management, LLC | 188 | 90.43 | 188 | 85.11 |
| Harbor Investment Advisory, Llc | 32 | 93.75 | 0 |
| Name | Current Puts |
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| 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 | 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 | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Joule Financial, LLC | 30,502 | 94.03 |
| Great Valley Advisor Group, Inc. | 18,405 | 94.05 |
| Asset Dedication, LLC | 937 | 96.05 |
| Enterprise Trust & Investment Co | 132 | 90.91 |
| Name | Shares | PPS |
|---|---|---|
| Avantax Planning Partners, Inc. | 2,422 | 120.15 |
| Ballast Advisors Llc | 19 | 105.26 |
| Elm Partners Management LLC | 82 | 121.95 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Evensky & Katz LLC | 301,533 | 94.03 | 285,950 | 120.05 |
| Harel Insurance Investments & Financial Services Ltd. | 102,700 | 94.03 | 365,700 | 120.05 |
| Truist Financial Corp | 62,842 | 94.03 | 62,022 | 120.04 |
| Stratos Wealth Partners, LTD. | 43,199 | 94.03 | 42,654 | 120.06 |
| Northstar Asset Management Llc | 29,540 | 94.04 | 29,990 | 120.04 |
| Beacon Capital Management, Inc. | 24,966 | 94.05 | 1,410,243 | 120.05 |
| Commonwealth Equity Services, Llc | 21,798 | 94.00 | 21,705 | 120.02 |
| Brandywine Oak Private Wealth Llc | 21,434 | 94.01 | 139,130 | 120.08 |
| Campion Asset Management LLC | 17,260 | 94.03 | 15,640 | 120.08 |
| Sandy Spring Bank | 16,337 | 94.02 | 14,187 | 120.04 |
| Access Financial Services, Inc. | 15,462 | 94.04 | 15,532 | 120.07 |
| Sabal Trust CO | 14,600 | 94.04 | 16,175 | 120.06 |
| Brinker Capital Investments, LLC | 8,768 | 93.98 | 8,992 | 120.00 |
| Autus Asset Management, LLC | 8,376 | 93.96 | 7,556 | 120.04 |
| Collective Family Office Llc | 7,155 | 94.06 | 6,955 | 120.06 |
| MAI Capital Management | 5,791 | 94.11 | 1,909 | 119.96 |
| NorthCrest Asset Manangement, LLC | 4,697 | 94.10 | 4,456 | 120.06 |
| Brown Miller Wealth Management, LLC | 4,105 | 94.03 | 4,050 | 120.00 |
| Wedbush Securities Inc | 3,122 | 94.17 | 3,126 | 119.96 |
| Hennion & Walsh Asset Management, Inc. | 2,871 | 94.04 | 2,825 | 120.00 |
| Spire Wealth Management | 2,060 | 94.17 | 2,466 | 120.03 |
| Lakeview Capital Partners, LLC | 481 | 93.56 | 481 | 120.58 |
| Geneos Wealth Management Inc. | 277 | 93.86 | 274 | 116.79 |
| Money Concepts Capital Corp | 170 | 94.12 | 574 | 120.21 |
| HighMark Wealth Management LLC | 89 | 89.89 | 89 | 123.60 |
| Capital Investment Advisory Services, LLC | 50 | 100.00 | 50 | 120.00 |
| Hexagon Capital Partners LLC | 14 | 71.43 | 14 | 142.86 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 860 | 94.19 | 0 | |
| Charter Oak Capital Management, LLC | 188 | 90.43 | 188 | 85.11 |
| Harbor Investment Advisory, Llc | 32 | 93.75 | 0 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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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 | 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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