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 | 372 | 326.00 | 74.05 | 218.12 |
| Previous Quarter | 390 | 319.00 | 74.05 | 215.85 |
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 | 89 | 22 | 1 | 7 | 7 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 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 | 3 | 1 | 17 | 1 | 6 | 6 |
| 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 | 75 | 0.00 | 0.00 | 1,092,086 | 0.00 | 0.00 |
| Previous Quarter | 75 | 0.00 | 0.00 | 1,092,086 | 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 |
|---|---|---|
| Bank Of America Corp /de/ | 4,024,522 | 74.05 |
| Mather Group, Llc. | 4,006,004 | 74.05 |
| Janney Montgomery Scott LLC | 3,504,416 | 74.05 |
| Raymond James & Associates | 2,533,686 | 74.05 |
| Envestnet Asset Management Inc | 2,338,991 | 74.05 |
| Truist Financial Corp | 1,796,156 | 74.05 |
| Morgan Stanley | 1,634,459 | 74.05 |
| Lincoln National Corp | 1,094,369 | 74.05 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 1,092,086 | 74.05 |
| Charles Schwab Investment Management Inc | 1,027,843 | 74.05 |
| Haverford Trust Co | 1,026,561 | 74.05 |
| GenTrust, LLC | 968,210 | 74.05 |
| Portfolio Solutions, LLC | 886,484 | 74.05 |
| HighTower Advisors, LLC | 816,195 | 74.07 |
| UBS Group AG | 805,491 | 74.05 |
| Wells Fargo & Company/mn | 657,046 | 74.05 |
| Jane Street Group, Llc | 629,017 | 74.05 |
| Smithfield Trust Co | 608,376 | 74.00 |
| Garde Capital, Inc. | 512,204 | 74.05 |
| Karpus Management, Inc. | 478,583 | 74.05 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 4,024,522 | 74.05 |
| Mather Group, Llc. | 4,006,004 | 74.05 |
| Janney Montgomery Scott LLC | 3,504,416 | 74.05 |
| Raymond James & Associates | 2,533,686 | 74.05 |
| Envestnet Asset Management Inc | 2,338,991 | 74.05 |
| Truist Financial Corp | 1,796,156 | 74.05 |
| Morgan Stanley | 1,634,459 | 74.05 |
| Lincoln National Corp | 1,094,369 | 74.05 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 1,092,086 | 74.05 |
| Charles Schwab Investment Management Inc | 1,027,843 | 74.05 |
| Haverford Trust Co | 1,026,561 | 74.05 |
| GenTrust, LLC | 968,210 | 74.05 |
| Portfolio Solutions, LLC | 886,484 | 74.05 |
| HighTower Advisors, LLC | 816,195 | 74.07 |
| UBS Group AG | 805,491 | 74.05 |
| Wells Fargo & Company/mn | 657,046 | 74.05 |
| MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class | 652,889 | 81.04 |
| Jane Street Group, Llc | 629,017 | 74.05 |
| Smithfield Trust Co | 608,376 | 74.00 |
| Garde Capital, Inc. | 512,204 | 74.05 |
| Name | Shares | PPS |
|---|---|---|
| ACG Wealth | 690 | 63.77 |
| Gradient Investments LLC | 355 | 64.79 |
| Allworth Financial LP | 60 | 66.67 |
| Name | Shares | PPS |
|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class | 652,889 | 81.04 |
| Citadel Advisors Llc | 177,303 | 74.05 |
| Homrich & Berg | 141,796 | 81.04 |
| Susquehanna International Group, Llp | 93,472 | 74.05 |
| Moors & Cabot, Inc. | 58,000 | 0.09 |
| Alexandria Capital, LLC | 34,998 | 81.03 |
| Resource Consulting Group Inc | 9,192 | 74.09 |
| Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class | 8,572 | 81.08 |
| Harbor Financial Services, Llc | 6,333 | 81.00 |
| Mid Atlantic Financial Management Inc/adv | 5,410 | 80.96 |
| Upper Left Wealth Management, LLC | 2,918 | 74.71 |
| IFP Advisors, Inc | 1,000 | 78.00 |
| Koshinski Asset Management, Inc. | 524 | 74.43 |
| M&r Capital Management Inc | 82 | 73.17 |
| Carroll Financial Associates, Inc. | 80 | 75.00 |
| Associated Banc-corp | ||
| SG Americas Securities, LLC | ||
| Peapack Gladstone Financial Corp | ||
| IAM Advisory, LLC | ||
| Godsey & Gibb Associates | ||
| Riverpoint Wealth Management Holdings, LLC | ||
| Vanguard Group Inc | ||
| Baird Financial Group, Inc. | ||
| Tiedemann Advisors, Llc | ||
| Savior LLC | ||
| Signet Financial Management, Llc | ||
| D.B. Root & Company, LLC | ||
| Rinkey Investments | ||
| Milestone Advisory Partners | ||
| Old Mission Capital Llc | ||
| C M Bidwell & Associates Ltd | ||
| Lehman & Derafelo Financial Resources LLC | ||
| Ifrah Financial Services, Inc. | ||
| Dynamic Technology Lab Private Ltd | ||
| CIBC World Markets Inc. | ||
| Cordasco Financial Network | ||
| Millennium Management Llc | ||
| Boston Private Wealth Llc | ||
| Jacobi Capital Management LLC | ||
| Comprehensive Financial Management LLC | ||
| Genesee Capital Advisors, LLC | ||
| Bay Harbor Wealth Management, LLC | ||
| Brand Asset Management Group, Inc. | ||
| Eaton Vance Management | ||
| Baldwin Brothers Inc/ma | ||
| Wolverine Trading, Llc | ||
| Confluence Wealth Services, Inc. | ||
| Liberty Wealth Management Llc | ||
| StoneX Group Inc. | ||
| Vivaldi Capital Management, LLC | ||
| Larson Financial Group LLC | ||
| TCI Wealth Advisors, Inc. | ||
| Duncker Streett & Co Inc | ||
| WASHINGTON TRUST Co | ||
| Lido Advisors, LLC | ||
| Bridgewater Advisors Inc. | ||
| Money Concepts Capital Corp | ||
| Capital Advisors, Ltd. LLC | ||
| NatWest Group plc | ||
| CoreCap Advisors, LLC | ||
| National Asset Management, Inc. | ||
| Ellevest, Inc. | ||
| Capital Management Corp /va | ||
| Sawtooth Solutions, LLC | ||
| Magnolia Capital Advisors Llc | ||
| First Command Financial Services, Inc. | ||
| Sowell Financial Services LLC | ||
| WestEnd Advisors, LLC | ||
| Snowden Capital Advisors LLC | ||
| Eudaimonia Partners, LLC | ||
| Goodwin Investment Advisory | ||
| Mercer Global Advisors Inc /adv | ||
| Truadvice, LLC | ||
| qPULA Trading Management LP | ||
| Epic Trust Investment Advisors, LLC | ||
| Advocacy Wealth Management Services, LLC | ||
| New England Asset Management Inc | ||
| Balentine LLC | ||
| Trexquant Investment LP | ||
| Rather & Kittrell, Inc. | ||
| Cwm, Llc | ||
| Jfs Wealth Advisors, Llc | ||
| Aries Wealth Management | ||
| Merriman Wealth Management, LLC | ||
| First Horizon Advisors, Inc. | ||
| Lionsbridge Wealth Management LLC | ||
| Wolverine Trading, Llc | ||
| First Command Bank | ||
| Mutual Of America Capital Management Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Private Advisor Group, LLC | 184,211 | 63.48 | 25,159 | 74.05 |
| Cambridge Investment Research Advisors, Inc. | 112,620 | 63.48 | 109,564 | 74.05 |
| HB Wealth Management, LLC | 79,967 | 63.48 | 97,387 | 74.06 |
| Transcend Wealth Collective, Llc | 51,251 | 63.47 | 52,092 | 74.04 |
| Raymond James Trust N.a. | 46,427 | 63.48 | 33,825 | 74.03 |
| Evanson Asset Management, LLC | 31,751 | 63.49 | 32,298 | 74.06 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 27,733 | 68.94 | 32,414 | 74.20 |
| Cliftonlarsonallen Wealth Advisors, Llc | 19,918 | 63.46 | 19,916 | 74.06 |
| Money Design Co.,Ltd. | 12,903 | 63.47 | 13,069 | 74.07 |
| Miracle Mile Advisors, LLC | 11,752 | 63.48 | 11,692 | 74.07 |
| Marcum Wealth, LLC | 9,658 | 63.47 | 6,479 | 74.09 |
| Dentgroup LLC | 9,380 | 63.43 | 10,657 | 74.04 |
| RWM Asset Management, LLC | 3,724 | 63.37 | 3,856 | 74.17 |
| Covington Capital Management | 2,813 | 63.63 | 2,813 | 73.94 |
| Newton One Investments LLC | 2,281 | 63.57 | 2,281 | 74.09 |
| Perkins Coie Trust Co | 917 | 63.25 | 917 | 74.15 |
| Strategic Asset Management, LLC | 859 | 64.03 | 859 | 74.51 |
| AdvisorNet Financial, Inc | 630 | 63.49 | 630 | 74.60 |
| CVA Family Office, LLC | 450 | 64.44 | 450 | 73.33 |
| Baldrige Asset Management LLC | 373 | 64.34 | 373 | 75.07 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Atticus Wealth Management, Llc | 19,906 | 63.50 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Wolverine Trading, Llc | 0 |
| 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 | 690 | 63.77 |
| Gradient Investments LLC | 355 | 64.79 |
| Allworth Financial LP | 60 | 66.67 |
| Name | Shares | PPS |
|---|---|---|
| Koshinski Asset Management, Inc. | 524 | 74.43 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Private Advisor Group, LLC | 184,211 | 63.48 | 25,159 | 74.05 |
| Cambridge Investment Research Advisors, Inc. | 112,620 | 63.48 | 109,564 | 74.05 |
| HB Wealth Management, LLC | 79,967 | 63.48 | 97,387 | 74.06 |
| Transcend Wealth Collective, Llc | 51,251 | 63.47 | 52,092 | 74.04 |
| Raymond James Trust N.a. | 46,427 | 63.48 | 33,825 | 74.03 |
| Evanson Asset Management, LLC | 31,751 | 63.49 | 32,298 | 74.06 |
| Money Design Co.,Ltd. | 12,903 | 63.47 | 13,069 | 74.07 |
| Miracle Mile Advisors, LLC | 11,752 | 63.48 | 11,692 | 74.07 |
| Marcum Wealth, LLC | 9,658 | 63.47 | 6,479 | 74.09 |
| Dentgroup LLC | 9,380 | 63.43 | 10,657 | 74.04 |
| RWM Asset Management, LLC | 3,724 | 63.37 | 3,856 | 74.17 |
| Newton One Investments LLC | 2,281 | 63.57 | 2,281 | 74.09 |
| Strategic Asset Management, LLC | 859 | 64.03 | 859 | 74.51 |
| CVA Family Office, LLC | 450 | 64.44 | 450 | 73.33 |
| Baldrige Asset Management LLC | 373 | 64.34 | 373 | 75.07 |
| Belmont Capital, LLC | 180 | 61.11 | 180 | 72.22 |
| Tsfg, Llc | 49 | 61.22 | 49 | 81.63 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Atticus Wealth Management, Llc | 19,906 | 63.50 | 0 |
| Name | Current 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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