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 | 652 | 353.00 | 123.88 | 163.90 |
| Previous Quarter | 680 | 345.00 | 123.89 | 165.71 |
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 | 139 | 112 | 3 | 60 | 35 |
| 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 | 2 | 9 | 52 | 1 | 28 | 16 |
| 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 | 286,766 | 0.00 | 0.00 | 828,092 | 0.00 | 0.00 |
| Previous Quarter | 286,766 | 0.00 | 0.00 | 828,092 | 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 |
|---|---|---|
| Jones Financial Companies Lllp | 18,027,564 | 124.45 |
| Personal Capital Advisors Corp | 3,138,088 | 123.89 |
| Natixis Advisors, L.p. | 2,355,640 | 123.89 |
| Charles Schwab Investment Advisory, Inc. | 1,434,194 | 123.89 |
| Commonwealth Equity Services, Llc | 1,324,560 | 103.21 |
| 1832 Asset Management L.P. | 997,560 | 122.19 |
| Amerivest Investment Management LLC | 973,193 | 123.89 |
| MD Financial Management Inc. | 908,468 | 133.96 |
| Northwestern Mutual Wealth Management Co | 882,394 | 123.89 |
| Envestnet Asset Management Inc | 797,511 | 123.89 |
| Morgan Stanley | 785,006 | 123.89 |
| Assetmark, Inc | 767,405 | 123.89 |
| Manufacturers Life Insurance Company, The | 758,583 | 123.89 |
| Bessemer Group Inc | 753,196 | 123.89 |
| Adviser Investments LLC | 697,226 | 103.21 |
| Jane Street Group, Llc | 654,801 | 123.89 |
| Bank of New York Mellon Corp | 601,949 | 123.89 |
| UBS Group AG | 538,649 | 123.89 |
| Pnc Financial Services Group, Inc. | 529,252 | 123.89 |
| State Street Corp | 502,349 | 123.89 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Jones Financial Companies Lllp | 18,027,564 | 124.45 |
| Personal Capital Advisors Corp | 3,138,088 | 123.89 |
| Natixis Advisors, L.p. | 2,355,640 | 123.89 |
| Charles Schwab Investment Advisory, Inc. | 1,434,194 | 123.89 |
| Commonwealth Equity Services, Llc | 1,282,860 | 123.89 |
| 1832 Asset Management L.P. | 997,560 | 122.19 |
| Amerivest Investment Management LLC | 973,193 | 123.89 |
| MD Financial Management Inc. | 908,468 | 133.96 |
| Northwestern Mutual Wealth Management Co | 882,394 | 123.89 |
| Envestnet Asset Management Inc | 797,511 | 123.89 |
| Morgan Stanley | 785,006 | 123.89 |
| Assetmark, Inc | 767,405 | 123.89 |
| Manufacturers Life Insurance Company, The | 758,583 | 123.89 |
| Bessemer Group Inc | 753,196 | 123.89 |
| Jane Street Group, Llc | 654,801 | 123.89 |
| Bank of New York Mellon Corp | 601,949 | 123.89 |
| UBS Group AG | 538,649 | 123.89 |
| Pnc Financial Services Group, Inc. | 529,252 | 123.89 |
| State Street Corp | 502,349 | 123.89 |
| Bank Of America Corp /de/ | 449,470 | 123.89 |
| Name | Shares | PPS |
|---|---|---|
| Collective Family Office Llc | 7,420 | 103.23 |
| Highland Private Wealth Management | 3,611 | 103.30 |
| Five Oceans Advisors | 2,260 | 103.10 |
| FSC Wealth Advisors, LLC | 51 | 98.04 |
| Lake Point Wealth Management | 6 | 166.67 |
| West Family Investments, Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Brinker Capital Investments, LLC | 209,743 | 123.89 |
| Divergent Planning, LLC | 157,377 | 125.17 |
| PFM Asset Management LLC | 106,886 | 133.69 |
| Heritage Way Advisors, LLC | 38,363 | 133.96 |
| RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I | 35,050 | 137.97 |
| Moors & Cabot, Inc. | 35,000 | 0.03 |
| Peterson Wealth Services | 31,386 | 123.88 |
| MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B | 30,328 | 137.99 |
| MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B | 23,060 | 137.99 |
| Alexandria Capital, LLC | 21,638 | 133.70 |
| ULTRA SERIES FUND - Conservative Allocation Fund Class I | 13,165 | 133.69 |
| MCNBX - Madison Conservative Allocation Fund Conservative Allocation Fund Class B | 6,265 | 137.91 |
| Managed Account Services Inc | 5,417 | 133.65 |
| Mid Atlantic Financial Management Inc/adv | 5,223 | 133.64 |
| Soundmark Wealth Management, Llc | 4,340 | 123.96 |
| Asset Dedication, LLC | 3,611 | 124.07 |
| Homrich & Berg | 2,503 | 133.84 |
| HB Wealth Management, LLC | 2,373 | 123.89 |
| Elm Partners Management LLC | 1,829 | 124.11 |
| Wilson & Boucher Capital Management, LLC | 1,700 | 124.12 |
| Everhart Financial Group, Inc. | 1,683 | 123.59 |
| Greenspring Advisors, LLC | 1,670 | 123.95 |
| Boenning & Scattergood, Inc. | 1,639 | 123.86 |
| Thompson Siegel & Walmsley Llc | 1,132 | 123.67 |
| IFP Advisors, Inc | 625 | 134.40 |
| Investmark Advisory Group LLC | 474 | 132.91 |
| Sonora Investment Management, LLC | 314 | 133.76 |
| Prentice Wealth Management LLC | 191 | 136.13 |
| Gemmer Asset Management LLC | 159 | 119.50 |
| Cutler Group LP | 100 | |
| Cutler Group LP | 100 | |
| Money Concepts Capital Corp | 86 | 127.91 |
| Hanson & Doremus Investment Management | 79 | 126.58 |
| First Command Advisory Services, Inc. | 71 | |
| Heritage Wealth Management, Llc | 61 | 131.15 |
| Koshinski Asset Management, Inc. | 27 | 111.11 |
| Carroll Financial Associates, Inc. | 20 | 100.00 |
| Global Trust Asset Management, LLC | 9 | 111.11 |
| Tfo-tdc, Llc | 6 | 166.67 |
| Freestone Capital Holdings, LLC | ||
| Wagner Wealth Management, Llc | ||
| Dubuque Bank & Trust Co | ||
| Howe & Rusling Inc | ||
| Resources Investment Advisors, LLC. | ||
| Redwood Investment Management, Llc | ||
| Rather & Kittrell, Inc. | ||
| Reilly Financial Advisors, Llc | ||
| Arkadios Wealth Advisors | ||
| Signature Securities Group Corporation | ||
| Estate Counselors, LLC | ||
| BerganKDV Wealth Management, LLC | ||
| Eaton Vance Management | ||
| PFG Private Wealth Management, LLC | ||
| Pathstone Family Office, Llc | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Nvwm, Llc | ||
| Sterling Financial Planning, Inc. | ||
| Refined Wealth Management | ||
| HBK Sorce Advisory LLC | ||
| Change Path, LLC | ||
| BDO Wealth Advisors, LLC | ||
| Signet Financial Management, Llc | ||
| Tanager Wealth Management LLP | ||
| Empirical Finance, LLC | ||
| GWM Advisors LLC | ||
| Mutual Advisors, LLC | ||
| TD Capital Management LLC | ||
| Cassady Schiller Wealth Management, LLC | ||
| Advisor Resource Council | ||
| Sawtooth Solutions, LLC | ||
| Associated Banc-corp | ||
| Neuberger Berman Group LLC | ||
| Signaturefd, Llc | ||
| Wade G W & Inc | ||
| Paradigm Financial Partners, Llc | ||
| Dividend Asset Capital, Llc | ||
| Argent Trust Co | ||
| Hudock, Inc. | ||
| Savior LLC | ||
| Sowell Financial Services LLC | ||
| Klaas Financial Asset Advisors, LLC | ||
| Renaissance Technologies Llc | ||
| Charles Schwab Trust Co | ||
| Ckw Financial Group | ||
| Huntington National Bank | ||
| Marvin & Palmer Associates Inc | ||
| Cedar Wealth Management, LLC | ||
| Brown Brothers Harriman & Co | ||
| Brickley Wealth Management | ||
| KWB Wealth | ||
| Liberty Wealth Management Llc | ||
| Vanguard Group Inc | ||
| Quattro Financial Advisors Llc | ||
| Lakeview Capital Partners, LLC | ||
| Tower Research Capital LLC (TRC) | ||
| Acorn Financial Advisory Services Inc /adv | ||
| Choate Investment Advisors | ||
| Citadel Advisors Llc | ||
| Kowal Investment Group, LLC | ||
| Sageworth Trust Co | ||
| Stratos Wealth Advisors, LLC | ||
| Parisi Gray Wealth Management | ||
| IAM Advisory, LLC | ||
| Mcdonald Partners Llc | ||
| Genesee Capital Advisors, LLC | ||
| Western Wealth Management, LLC | ||
| Ritter Daniher Financial Advisory, Llc | ||
| 55i, Llc | ||
| Diversified Trust Co | ||
| Cahill Financial Advisors Inc | ||
| Resources Management Corp /ct/ /adv | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Fieldpoint Private Securities, LLC | ||
| Sage Mountain Advisors LLC | ||
| TAP Consulting, LLC | ||
| Paragon Wealth Strategies, LLC | ||
| Renaissance Group Llc | ||
| Absolute Capital Management, LLC | ||
| AF Advisors, Inc. | ||
| Brandes Investment Partners, Lp | ||
| Cassaday & Co Inc. | ||
| Phoenix Wealth Advisors | ||
| O'shaughnessy Asset Management, Llc | ||
| Tempus Wealth Planning, LLC | ||
| Jacobi Capital Management LLC | ||
| Valeo Financial Advisors, LLC | ||
| Beck Bode, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| Salem Investment Counselors Inc | ||
| Snowden Capital Advisors LLC | ||
| Drexel Morgan & Co. | ||
| StrategIQ Financial Group, LLC | ||
| West Family Investments, Inc. | ||
| Better Money Decisions, LLC | ||
| Rehmann Capital Advisory Group | ||
| Insight Advisors, LLC/ PA | ||
| Karp Capital Management Corp | ||
| Orin Green Financial, LLC | ||
| Mascoma Wealth Management LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 1,324,560 | 103.21 | 1,282,860 | 123.89 |
| Adviser Investments LLC | 697,226 | 103.21 | 342,963 | 123.89 |
| Fusion Family Wealth LLC | 312,687 | 103.21 | 280,497 | 123.89 |
| Symmetry Partners, LLC | 284,970 | 103.21 | 255,733 | 123.89 |
| Apella Capital, LLC | 177,690 | 103.21 | 166,583 | 123.89 |
| PrairieView Partners, LLC | 172,746 | 103.21 | 154,381 | 123.89 |
| Galvin, Gaustad & Stein, LLC | 127,534 | 103.21 | 118,052 | 123.89 |
| Falcon Wealth Planning | 121,668 | 103.21 | 96,174 | 133.96 |
| Anderson Hoagland & Co | 120,297 | 102.80 | 120,416 | 123.89 |
| Trilogy Capital Inc. | 115,806 | 103.21 | 135,144 | 123.89 |
| Umb Bank N A/mo | 82,956 | 103.20 | 83,950 | 123.88 |
| Kohmann Bosshard Financial Services, LLC | 80,659 | 103.21 | 39,458 | 123.88 |
| Wedmont Private Capital | 62,644 | 103.20 | 44,909 | 125.99 |
| Annapolis Financial Services, LLC | 61,057 | 103.22 | 62,296 | 123.89 |
| RTD Financial Advisors, Inc. | 59,453 | 103.21 | 58,873 | 123.89 |
| Hemington Wealth Management | 56,050 | 103.21 | 57,492 | 123.90 |
| DAVENPORT & Co LLC | 53,698 | 103.21 | 51,504 | 123.89 |
| Savant Capital, LLC | 52,897 | 103.22 | 7,522 | 123.90 |
| Cambridge Investment Research Advisors, Inc. | 46,994 | 103.20 | 47,833 | 123.89 |
| Resonant Capital Advisors, LLC | 40,143 | 103.21 | 39,509 | 125.16 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Evanson Asset Management, LLC | 9,693 | 103.17 | 0 | |
| Praetorian Wealth Management, Inc. | 7,622 | 103.12 | 0 | |
| Trust Co Of Vermont | 64 | 109.38 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| 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 |
|---|---|---|
| Collective Family Office Llc | 7,420 | 103.23 |
| Lake Point Wealth Management | 6 | 166.67 |
| Name | Shares | PPS |
|---|---|---|
| Asset Dedication, LLC | 3,611 | 124.07 |
| Brinker Capital Investments, LLC | 209,743 | 123.89 |
| Gemmer Asset Management LLC | 159 | 119.50 |
| Tfo-tdc, Llc | 6 | 166.67 |
| Thompson Siegel & Walmsley Llc | 1,132 | 123.67 |
| Money Concepts Capital Corp | 86 | 127.91 |
| First Command Advisory Services, Inc. | 71 | |
| Hanson & Doremus Investment Management | 79 | 126.58 |
| Elm Partners Management LLC | 1,829 | 124.11 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 1,324,560 | 103.21 | 1,282,860 | 123.89 |
| PrairieView Partners, LLC | 172,746 | 103.21 | 154,381 | 123.89 |
| Galvin, Gaustad & Stein, LLC | 127,534 | 103.21 | 118,052 | 123.89 |
| Falcon Wealth Planning | 121,668 | 103.21 | 96,174 | 133.96 |
| Trilogy Capital Inc. | 115,806 | 103.21 | 135,144 | 123.89 |
| Umb Bank N A/mo | 82,956 | 103.20 | 83,950 | 123.88 |
| Annapolis Financial Services, LLC | 61,057 | 103.22 | 62,296 | 123.89 |
| RTD Financial Advisors, Inc. | 59,453 | 103.21 | 58,873 | 123.89 |
| Hemington Wealth Management | 56,050 | 103.21 | 57,492 | 123.90 |
| DAVENPORT & Co LLC | 53,698 | 103.21 | 51,504 | 123.89 |
| Savant Capital, LLC | 52,897 | 103.22 | 7,522 | 123.90 |
| Gpwm Llc | 37,818 | 103.20 | 36,596 | 123.89 |
| Carlson Capital Management | 36,919 | 103.20 | 56,401 | 123.88 |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,571 | 103.21 | 33,131 | 123.90 |
| Moller Financial Services | 25,178 | 103.23 | 23,387 | 123.87 |
| Truist Financial Corp | 24,647 | 103.22 | 24,209 | 123.88 |
| Great Valley Advisor Group, Inc. | 24,563 | 103.20 | 23,263 | 123.89 |
| GFS Advisors, LLC | 21,690 | 103.23 | 20,664 | 123.89 |
| Harbour Capital Advisors, LLC | 18,559 | 103.18 | 18,529 | 123.91 |
| Camelot Portfolios, LLC | 18,090 | 103.21 | 19,815 | 123.90 |
| Cornerstone Wealth Advisors, Inc. | 16,122 | 103.21 | 15,401 | 123.89 |
| Wooster Corthell Wealth Management, Inc. | 14,447 | 103.20 | 14,520 | 123.90 |
| Morton Brown Family Wealth, LLC | 14,324 | 103.18 | 16,354 | 123.88 |
| SOL Capital Management CO | 13,860 | 103.17 | 13,860 | 123.88 |
| Wealth Enhancement Advisory Services, Llc | 12,578 | 103.20 | 6,556 | 125.84 |
| Hexagon Capital Partners LLC | 12,264 | 103.23 | 12,240 | 123.86 |
| Life Planning Partners, Inc | 11,810 | 103.13 | 9,913 | 123.98 |
| BKD Wealth Advisors, LLC | 11,426 | 103.27 | 12,636 | 123.85 |
| Welch & Forbes Llc | 11,215 | 103.17 | 10,990 | 123.93 |
| TCI Wealth Advisors, Inc. | 10,131 | 103.25 | 9,987 | 123.86 |
| PBMares Wealth Management LLC | 6,983 | 103.25 | 6,981 | 123.91 |
| Stratos Wealth Partners, LTD. | 5,151 | 103.28 | 5,656 | 123.94 |
| Windward Private Wealth Management Inc. | 4,991 | 103.19 | 4,991 | 123.82 |
| Baker Ellis Asset Management LLC | 4,581 | 103.25 | 4,581 | 123.99 |
| Brand Asset Management Group, Inc. | 4,469 | 103.16 | 4,300 | 123.95 |
| Brandywine Oak Private Wealth Llc | 4,441 | 103.13 | 74,258 | 123.87 |
| Round Table Services, LLC | 3,277 | 103.14 | 9,231 | 123.93 |
| Financial Futures Ltd Liability Co. | 2,769 | 103.29 | 16,328 | 123.90 |
| Shufro Rose & Co Llc | 2,345 | 103.20 | 1,734 | 123.99 |
| Ridgewood Investments LLC | 1,971 | 102.99 | 2,028 | 123.77 |
| Spire Wealth Management | 1,821 | 103.24 | 2,241 | 124.05 |
| Baldwin Brothers Inc/ma | 820 | 103.66 | 820 | 124.39 |
| Horan Securities, Inc. | 639 | 101.72 | 638 | 123.82 |
| SYM FINANCIAL Corp | 305 | 101.64 | 305 | 124.59 |
| Harbor Investment Advisory, Llc | 210 | 104.76 | 210 | 123.81 |
| Bogart Wealth, LLC | 166 | 102.41 | 17 | 117.65 |
| Legacy Bridge, LLC | 140 | 100.00 | 140 | 121.43 |
| Geneos Wealth Management Inc. | 87 | 91.95 | 103 | 116.50 |
| Capital Investment Advisory Services, LLC | 86 | 104.65 | 52 | 115.38 |
| North Star Investment Management Corp. | 79 | 101.27 | 79 | 126.58 |
| HighMark Wealth Management LLC | 75 | 106.67 | 59 | 118.64 |
| Centerpoint Advisors, LLC | 74 | 108.11 | 74 | 121.62 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Trust Co Of Vermont | 64 | 109.38 | 0 |
| Name | Current Puts |
|---|
| 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 |
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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 |
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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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| Name |
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