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	147	138.00	141.18	140.11
Previous Quarter	158	138.00	141.19	140.65

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	29	15	0	6	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	1	0	10	0	5	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	1	0.00	0.00	0	0.00	0.00
Previous Quarter	1	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	921,361	142.23
Bank Of America Corp /de/	532,831	141.19
Crestone Asset Management LLC	198,079	141.19
Sargent Bickham Lagudis LLC	112,683	119.16
Morgan Stanley	107,822	141.20
Bragg Financial Advisors, Inc	93,998	141.19
Royal Bank Of Canada	66,529	141.19
UBS Group AG	64,943	141.19
Rockefeller Capital Management L.P.	48,291	141.19
Taddei, Ludwig & Associates, Inc.	44,504	141.20
Virtue Capital Management, LLC	41,613	141.18
Red Cedar Investment Management, Llc	40,396	141.20
Barclays Plc	38,935	145.29
Silvercrest Asset Management Group Llc	37,907	141.19
Kestra Advisory Services, LLC	36,996	141.20
Allspring Global Investments Holdings, LLC	31,125	141.17
Miracle Mile Advisors, LLC	30,621	119.13
Advisor Group Holdings, Inc.	30,170	156.94
LPL Financial LLC	28,936	141.17
Tower Research Capital LLC (TRC)	27,059	141.17

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	921,361	142.23
Bank Of America Corp /de/	532,831	141.19
Crestone Asset Management LLC	198,079	141.19
Morgan Stanley	107,822	141.20
Bragg Financial Advisors, Inc	93,998	141.19
Sargent Bickham Lagudis LLC	85,555	141.20
Royal Bank Of Canada	66,529	141.19
UBS Group AG	64,943	141.19
Rockefeller Capital Management L.P.	48,291	141.19
Taddei, Ludwig & Associates, Inc.	44,504	141.20
Virtue Capital Management, LLC	41,613	141.18
Red Cedar Investment Management, Llc	40,396	141.20
Barclays Plc	38,935	145.29
Silvercrest Asset Management Group Llc	37,907	141.19
Kestra Advisory Services, LLC	36,996	141.20
Allspring Global Investments Holdings, LLC	31,125	141.17
Advisor Group Holdings, Inc.	30,170	156.94
LPL Financial LLC	28,936	141.17
Miracle Mile Advisors, LLC	27,274	141.20
Tower Research Capital LLC (TRC)	27,059	141.17

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Parkside Financial Bank & Trust	4,391	119.11
McLean Asset Management Corp	1,720	120.35

Recent Quarter 29 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	20,000	1.10
IFP Advisors, Inc	510	145.10
Sonora Investment Management, LLC	100	140.00
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
Little House Capital Llc
Roffman Miller Associates Inc /pa/
Parametric Portfolio Associates Llc
Citigroup Inc
ExodusPoint Capital Management, LP
HM Capital Management, LLC
Systelligence, LLC
Ambassador Advisors, LLC
CoreCap Advisors, LLC
First Horizon Advisors, Inc.
Allegheny Financial Group LTD
Jane Street Group, Llc
Huntington National Bank
Cassaday & Co Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Arlington Capital Management, Inc.
Wunderlich Securities, Inc.
Fifth Third Securities, Inc.
Clearwater Capital Advisors, LLC
Hrt Financial Lp
Moneta Group Investment Advisors Llc
Prudential Financial Inc
Vanguard Group Inc
Stock Yards Bank & Trust Co
Sax Wealth Advisors, Llc

Recent Quarter 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sargent Bickham Lagudis LLC	112,683	119.16	85,555	141.20
Miracle Mile Advisors, LLC	30,621	119.13	27,274	141.20
Private Advisor Group, LLC	21,907	119.14	20,983	141.21
Relaxing Retirement Coach	20,025	119.15	20,179	141.19
IVC Wealth Advisors LLC	12,621	119.17	9,144	141.19
Bremer Bank National Association	5,605	119.18	5,605	141.12
LBJ Family Wealth Advisors, Ltd.	5,405	119.15	5,286	136.02
Ignite Planners, LLC	3,957	122.57	3,957	135.46
Zhang Financial LLC	3,882	119.27	3,882	141.16
Compass Advisory Group LLC	3,184	119.03	2,713	141.17
AdvisorNet Financial, Inc	3,053	119.23	3,076	141.09
Lbmc Investment Advisors, Llc	2,706	118.99	2,706	141.17
Allworth Financial LP	872	119.27	872	141.06
Global Retirement Partners, LLC	170	117.65	170	123.53
Massmutual Trust Co Fsb/adv	24		3,585	0.28

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sargent Bickham Lagudis LLC	27,128	112,683	119.16	85,555	141.20	31.71
IVC Wealth Advisors LLC	3,477	12,621	119.17	9,144	141.19	38.02
Miracle Mile Advisors, LLC	3,347	30,621	119.13	27,274	141.20	12.27
Private Advisor Group, LLC	924	21,907	119.14	20,983	141.21	4.40
Compass Advisory Group LLC	471	3,184	119.03	2,713	141.17	17.36
LBJ Family Wealth Advisors, Ltd.	119	5,405	119.15	5,286	136.02	2.25

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Massmutual Trust Co Fsb/adv	3,561	24		3,585	0.28	-99.33
Relaxing Retirement Coach	154	20,025	119.15	20,179	141.19	-0.76
AdvisorNet Financial, Inc	23	3,053	119.23	3,076	141.09	-0.75

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 1 New Institutes added position

Name	Shares	PPS
Parkside Financial Bank & Trust	4,391	119.11

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sargent Bickham Lagudis LLC	112,683	119.16	85,555	141.20
Miracle Mile Advisors, LLC	30,621	119.13	27,274	141.20
Private Advisor Group, LLC	21,907	119.14	20,983	141.21
Relaxing Retirement Coach	20,025	119.15	20,179	141.19
IVC Wealth Advisors LLC	12,621	119.17	9,144	141.19
Ignite Planners, LLC	3,957	122.57	3,957	135.46
Zhang Financial LLC	3,882	119.27	3,882	141.16
Compass Advisory Group LLC	3,184	119.03	2,713	141.17
Allworth Financial LP	872	119.27	872	141.06
Global Retirement Partners, LLC	170	117.65	170	123.53

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sargent Bickham Lagudis LLC	27,128	112,683	119.16	85,555	141.20	31.71
IVC Wealth Advisors LLC	3,477	12,621	119.17	9,144	141.19	38.02
Miracle Mile Advisors, LLC	3,347	30,621	119.13	27,274	141.20	12.27
Private Advisor Group, LLC	924	21,907	119.14	20,983	141.21	4.40
Compass Advisory Group LLC	471	3,184	119.03	2,713	141.17	17.36

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Relaxing Retirement Coach	154	20,025	119.15	20,179	141.19	-0.76

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