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	135	199.00	203.93	199.17
Previous Quarter	138	200.00	203.93	175.23

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	4	19	6	0	0	3
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	4	0	0	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	37	0.00	0.00	0	0.00	0.00
Previous Quarter	37	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
Ameriprise Financial Inc	326,125	203.76
HighTower Advisors, LLC	168,878	203.91
Cliffwater LLC	98,016	203.93
Cerity Partners LLC	93,277	190.26
Diversified Trust Co	89,110	169.00
Bank Of America Corp /de/	85,295	203.93
Morgan Stanley	82,409	203.93
EP Wealth Advisors, Inc.	53,680	203.93
Pensionmark Financial Group, Llc	53,232	203.94
UBS Group AG	48,280	203.94
Parametric Portfolio Associates Llc	45,950	203.94
Chevy Chase Trust Holdings, Inc.	44,815	203.93
LPL Financial LLC	40,330	203.94
Linscomb & Williams, Inc.	38,904	203.94
Global Retirement Partners, LLC	38,285	169.00
Royal Bank Of Canada	37,015	203.94
Family Firm, Inc.	36,424	215.71
Moneta Group Investment Advisors Llc	35,782	203.93
Pitcairn Co	33,981	203.94
Fifth Third Bancorp	31,393	203.93

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
Ameriprise Financial Inc	326,125	203.76
Moors & Cabot, Inc.	300,000	0.13
HighTower Advisors, LLC	168,878	203.91
Cliffwater LLC	98,016	203.93
Cerity Partners LLC	93,277	190.26
Diversified Trust Co	89,110	203.93
Bank Of America Corp /de/	85,295	203.93
Morgan Stanley	82,409	203.93
EP Wealth Advisors, Inc.	53,680	203.93
Pensionmark Financial Group, Llc	53,232	203.94
UBS Group AG	48,280	203.94
Parametric Portfolio Associates Llc	45,950	203.94
Chevy Chase Trust Holdings, Inc.	44,815	203.93
LPL Financial LLC	40,330	203.94
Global Retirement Partners, LLC	39,524	176.25
Linscomb & Williams, Inc.	38,904	203.94
Royal Bank Of Canada	37,015	203.94
Family Firm, Inc.	36,424	215.71
Moneta Group Investment Advisors Llc	35,782	203.93
Pitcairn Co	33,981	203.94

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
Cambridge Investment Research Advisors, Inc.	14,070	169.01
First Financial Bank - Trust Division	4,903	169.08
Wedmont Private Capital	2,598	168.98
Allworth Financial LP	50	180.00

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	300,000	0.13
IFP Advisors, Inc	8,441	215.85
Radnor Capital Management, LLC	1,100	203.64
Emerald Investment Partners, Llc
Strategic Blueprint, LLC
Harbour Investments, Inc.
Requisite Capital Management, LLC
Bogart Wealth, LLC
Chilton Capital Management Llc
Plancorp, LLC
Coastal Capital Group, Inc.
Cwm, Llc
Tower Research Capital LLC (TRC)
Proequities, Inc.
Silverhawk Asset Management, Llc
AE Wealth Management LLC
Castleview Partners, Llc
Citigroup Inc
Rehmann Capital Advisory Group

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Diversified Trust Co	89,110	169.00	89,110	203.93
Global Retirement Partners, LLC	38,285	169.00	39,524	176.25
Adirondack Trust Co	24,846	169.00	25,620	203.94
Private Advisor Group, LLC	3,327	168.92	3,499	203.77
Brookstone Capital Management	1,420	174.65	1,420	197.89
Peoples Financial Services Corp.	751	169.11	751	203.73

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Global Retirement Partners, LLC	1,239	38,285	169.00	39,524	176.25	-3.13
Adirondack Trust Co	774	24,846	169.00	25,620	203.94	-3.02
Private Advisor Group, LLC	172	3,327	168.92	3,499	203.77	-4.92

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
Cambridge Investment Research Advisors, Inc.	14,070	169.01
Wedmont Private Capital	2,598	168.98
Allworth Financial LP	50	180.00

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Radnor Capital Management, LLC	1,100	203.64

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Diversified Trust Co	89,110	169.00	89,110	203.93
Global Retirement Partners, LLC	38,285	169.00	39,524	176.25
Private Advisor Group, LLC	3,327	168.92	3,499	203.77
Brookstone Capital Management	1,420	174.65	1,420	197.89

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Global Retirement Partners, LLC	1,239	38,285	169.00	39,524	176.25	-3.13
Private Advisor Group, LLC	172	3,327	168.92	3,499	203.77	-4.92

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