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	138	182.00	185.99	185.03
Previous Quarter	145	184.00	186.00	184.60

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	2	32	8	0	3	1
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	0	4	0	1	1
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	0	0.00	0.00	0	0.00	0.00
Previous Quarter	0	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
Bank Of America Corp /de/	206,623	186.00
Assetmark, Inc	116,831	186.00
GPSTX - GuidePath(R) Growth Allocation Fund Service Shares	112,060	186.00
Westwood Holdings Group Inc	82,552	185.99
Crestone Asset Management LLC	65,462	186.00
Silvercrest Asset Management Group Llc	46,644	186.00
Envestnet Asset Management Inc	42,447	186.00
Wells Fargo & Company/mn	42,046	186.01
Cetera Investment Advisers	40,820	186.01
Morgan Stanley	39,072	186.02
LPL Financial LLC	37,080	186.00
Advisor Group Holdings, Inc.	36,673	186.13
Virtue Capital Management, LLC	36,167	186.00
Taddei, Ludwig & Associates, Inc.	32,403	186.00
Raymond James Financial Services Advisors, Inc.	30,088	185.99
Kestra Advisory Services, LLC	29,824	185.99
UBS Group AG	27,636	185.99
Riversedge Advisors, Llc	25,543	186.00
Rockefeller Capital Management L.P.	25,438	185.98
Commonwealth Equity Services, Llc	19,269	186.00

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
Bank Of America Corp /de/	206,623	186.00
Assetmark, Inc	116,831	186.00
GPSTX - GuidePath(R) Growth Allocation Fund Service Shares	112,060	186.00
Westwood Holdings Group Inc	82,552	185.99
Crestone Asset Management LLC	65,462	186.00
Silvercrest Asset Management Group Llc	46,644	186.00
Envestnet Asset Management Inc	42,447	186.00
Wells Fargo & Company/mn	42,046	186.01
Cetera Investment Advisers	40,820	186.01
Morgan Stanley	39,072	186.02
LPL Financial LLC	37,080	186.00
Advisor Group Holdings, Inc.	36,673	186.13
Virtue Capital Management, LLC	36,167	186.00
Taddei, Ludwig & Associates, Inc.	32,403	186.00
Raymond James Financial Services Advisors, Inc.	30,088	185.99
Kestra Advisory Services, LLC	29,824	185.99
UBS Group AG	27,636	185.99
Riversedge Advisors, Llc	25,543	186.00
Rockefeller Capital Management L.P.	25,438	185.98
Commonwealth Equity Services, Llc	19,269	186.00

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Parkside Financial Bank & Trust	3,162	149.91
RGT Wealth Advisors, LLC	105	152.38

Recent Quarter 32 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	10,000	0.90
IFP Advisors, Inc	82	207.32
Bbva Usa	71	211.27
Two Sigma Securities, Llc
Soundmark Wealth Management, Llc
Citigroup Inc
Northern Trust Corp
Barclays Plc
J.w. Cole Advisors, Inc.
Red Cedar Investment Management, Llc
Harbour Investments, Inc.
Capital Advisors, Ltd. LLC
Proequities, Inc.
Consilio Wealth Advisors, Llc
Little House Capital Llc
Allegheny Financial Group LTD
Qube Research & Technologies Ltd
Fisher Asset Management, LLC
Vanguard Group Inc
First Horizon Advisors, Inc.
Johnson Financial Group, Inc.
Howe & Rusling Inc
Parallel Advisors, LLC
Fifth Third Securities, Inc.
Wrapmanager Inc
Snowden Capital Advisors LLC
Jones Financial Companies Lllp
Edge Wealth Management LLC
Flow Traders U.s. Llc
Stordahl Capital Management, Inc.
BDO Wealth Advisors, LLC
Huntington National Bank

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Relaxing Retirement Coach	14,212	150.01	14,843	186.01
IVC Wealth Advisors LLC	8,501	149.98	4,062	186.12
AdvisorNet Financial, Inc	2,274	149.96	2,080	186.06
LBJ Family Wealth Advisors, Ltd.	1,905	150.13	1,559	177.68
Professional Advisory Services Inc	1,675	149.85	1,675	186.27
Lbmc Investment Advisors, Llc	1,640	150.00	1,640	185.98
Allworth Financial LP	903	149.50	903	186.05
M&r Capital Management Inc	24	125.00	24	166.67

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
IVC Wealth Advisors LLC	4,439	8,501	149.98	4,062	186.12	109.28
LBJ Family Wealth Advisors, Ltd.	346	1,905	150.13	1,559	177.68	22.19
AdvisorNet Financial, Inc	194	2,274	149.96	2,080	186.06	9.33

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Relaxing Retirement Coach	631	14,212	150.01	14,843	186.01	-4.25

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 2 New Institutes added position

Name	Shares	PPS
Parkside Financial Bank & Trust	3,162	149.91
RGT Wealth Advisors, LLC	105	152.38

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Relaxing Retirement Coach	14,212	150.01	14,843	186.01
IVC Wealth Advisors LLC	8,501	149.98	4,062	186.12
Professional Advisory Services Inc	1,675	149.85	1,675	186.27
Allworth Financial LP	903	149.50	903	186.05

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
IVC Wealth Advisors LLC	4,439	8,501	149.98	4,062	186.12	109.28

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Relaxing Retirement Coach	631	14,212	150.01	14,843	186.01	-4.25

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