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 236 38.00 40.89 37.76
Previous Quarter 255 41.00 40.89 39.49

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 97 30 1 13 13
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 0 3 12 0 6 4
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
Meitav Dash Investments Ltd 697,605 40.89
Edgehill Endowment Partners, LLC 448,715 40.89
Morgan Stanley 415,280 40.89
Goldman Sachs Group Inc 398,534 40.89
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098 40.58
LPL Financial LLC 362,665 40.89
Clearwater Capital Advisors, LLC 211,267 28.03
Yarbrough Capital, LLC 200,776 28.03
Pnc Financial Services Group, Inc. 189,601 40.90
Aj Wealth Strategies, Llc 162,845 40.89
UBS Group AG 153,555 40.89
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639 40.58
Bank Of America Corp /de/ 120,804 40.89
CFS Investment Advisory Services, LLC 119,971 0.03
Sumitomo Mitsui Financial Group, Inc. 114,849 40.89
Commonwealth Equity Services, Llc 106,222 28.03
Northstar Asset Management Llc 103,900 28.04
Bank Hapoalim Bm 96,153 40.89
Jane Street Group, Llc 90,830 40.89
Kestra Advisory Services, LLC 90,787 0.04

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
Meitav Dash Investments Ltd 697,605 40.89
Edgehill Endowment Partners, LLC 448,715 40.89
Morgan Stanley 415,280 40.89
Goldman Sachs Group Inc 398,534 40.89
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098 40.58
LPL Financial LLC 362,665 40.89
Clearwater Capital Advisors, LLC 195,407 40.89
Pnc Financial Services Group, Inc. 189,601 40.90
Aj Wealth Strategies, Llc 162,845 40.89
UBS Group AG 153,555 40.89
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639 40.58
Commonwealth Equity Services, Llc 133,733 40.89
Northstar Asset Management Llc 125,305 40.89
Bank Of America Corp /de/ 120,804 40.89
CFS Investment Advisory Services, LLC 119,971 0.03
Sumitomo Mitsui Financial Group, Inc. 114,849 40.89
Bank Hapoalim Bm 96,153 40.89
Jane Street Group, Llc 90,830 40.89
Kestra Advisory Services, LLC 90,787 0.04
Royal Bank Of Canada 90,608 40.89

 

Recent Quarter Analysis

Name Shares PPS
Yarbrough Capital, LLC 200,776 28.03
First Community Trust Na 100 30.00
Name Shares PPS
Moors & Cabot, Inc. 75,230 1.28
DALT - Anfield Capital Diversified Alternatives ETF 39,002 62.61
Citadel Advisors Llc 33,200 40.90
Wolf Group Capital Advisors 14,923 40.88
Carroll Financial Associates, Inc. 13,508 53.23
Equitable Trust Co 8,948 40.90
Wolverine Trading, Llc 8,400 41.55
Evanson Asset Management, LLC 6,995 40.89
Flagship Harbor Advisors, Llc 6,689 40.96
Stratos Wealth Partners, LTD. 5,806 40.82
Ayalon Holdings Ltd. 5,475 40.91
Claraphi Advisory Network, LLC 5,404 40.90
Professional Planning 5,305 57.49
IFP Advisors, Inc 3,200 51.25
Venturi Wealth Management, LLC 2,648 57.78
Allworth Financial LP 1,447 40.77
Foresight Capital Management Advisors, Inc. 1,300 40.77
Berman Capital Advisors, LLC 1,000 57.00
McCarthy Asset Management, Inc. 510 41.18
Koshinski Asset Management, Inc. 343 40.82
Mv Capital Management, Inc. 150 40.00
Bogart Wealth, LLC 37 54.05
Liberty Wealth Management Llc
Summit Wealth Group, LLC
Great Valley Advisor Group, Inc.
Strid Group, LLC
Ten Capital Wealth Advisors, LLC
Cooper Financial Group
Pinnacle Private Wealth, LLC
Citigroup Inc
One Capital Management, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Larson Financial Group LLC
Zurich Insurance Group Ltd/FI
Captrust Financial Advisors
West Oak Capital, LLC
IHT Wealth Management, LLC
Tradition Wealth Management, LLC
Snowden Capital Advisors LLC
Private Wealth Strategies, L.L.C.
DRW Securities, LLC
Confluence Wealth Services, Inc.
Jefferies Group LLC
Catalyst Private Wealth, Llc
Fieldpoint Private Securities, LLC
Pacitti Group Inc.
Thrivent Financial For Lutherans
Belvedere Trading LLC
Prestige Wealth Management Group LLC
Psagot Investment House Ltd.
Prudential Plc
Truadvice, LLC
Tocqueville Asset Management L.p.
Total Clarity Wealth Management, Inc.
Camden Capital, LLC
ExodusPoint Capital Management, LP
Mutual Advisors, LLC
Strategic Wealth Advisors Group, LLC
Henrickson Nauta Wealth Advisors, Inc.
CoreCap Advisors, LLC
Avantax Advisory Services, Inc.
Equitable Holdings, Inc.
Flow Traders U.s. Llc
StoneX Group Inc.
Advisory Services Network, LLC
SOA Wealth Advisors, LLC.
Orca Investment Management, LLC
Shore Point Advisors, LLC
Bank Of Nova Scotia
Titus Wealth Management
Paragon Wealth Strategies, LLC
Beck Capital Management, Llc
Beacon Pointe Advisors, LLC
Brown Advisory Inc
Lincoln National Corp
Guidance Point Advisors, LLC
Advisor Resource Council
EPIQ Capital Group, LLC
Graypoint LLC
Cypress Capital Management LLC (WY)
Hartland & Co., LLC
Financial Advocates Investment Management
Integrated Wealth Concepts LLC
Institutional & Family Asset Management, Llc
Migdal Insurance & Financial Holdings Ltd.
Harel Insurance Investments & Financial Services Ltd.
Arete Wealth Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Belpointe Asset Management LLC
Onyx Bridge Wealth Group LLC
Paradigm, Strategies in Wealth Management, LLC
Ancora Advisors, LLC
Parallax Volatility Advisers, L.P.
Fermata Advisors, LLC
International Assets Investment Management, Llc
L & S Advisors Inc
Centaurus Financial, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Clearwater Capital Advisors, LLC 211,267 28.03 195,407 40.89
Commonwealth Equity Services, Llc 106,222 28.03 133,733 40.89
Northstar Asset Management Llc 103,900 28.04 125,305 40.89
RWM Asset Management, LLC 64,595 28.04 51,536 40.88
Clarity Wealth Advisors, LLC 64,247 28.02 69,944 40.89
Bremer Bank National Association 61,005 28.03 61,005 40.88
Cambridge Investment Research Advisors, Inc. 49,872 28.03 51,325 40.90
Wealthfront Advisers Llc 46,628 28.03 31,348 40.90
LVW Advisors, LLC 38,684 28.02 36,651 40.90
Gemmer Asset Management LLC 31,390 28.03 6,385 40.88
Pennsylvania Capital Management Inc /adv 27,503 28.03 47,793 40.88
Private Advisor Group, LLC 12,623 28.04 14,141 40.87
Spire Wealth Management 12,020 28.04 24,242 40.88
Wiley Bros.-aintree Capital, Llc 11,610 27.99 11,610 40.91
Lbmc Investment Advisors, Llc 8,383 28.03 7,989 40.93
Western Wealth Management, LLC 7,486 27.65 7,922 40.90
PSI Advisors, LLC 6,253 27.99 5,953 40.82
Money Concepts Capital Corp 4,396 28.89 7,602 40.91
Corbenic Partners LLC 2,842 28.15 2,992 40.78
North Star Investment Management Corp. 1,565 28.12 300 40.00
Name Current Shares Current PPS Previous Shares Previous PPS
HBW Advisory Services LLC 15,189 28.05 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Gemmer Asset Management LLC 25,005 31,390 28.03 6,385 40.88 391.62
Clearwater Capital Advisors, LLC 15,860 211,267 28.03 195,407 40.89 8.12
Wealthfront Advisers Llc 15,280 46,628 28.03 31,348 40.90 48.74
HBW Advisory Services LLC 15,189 15,189 28.05 0 0.00
RWM Asset Management, LLC 13,059 64,595 28.04 51,536 40.88 25.34
LVW Advisors, LLC 2,033 38,684 28.02 36,651 40.90 5.55
North Star Investment Management Corp. 1,265 1,565 28.12 300 40.00 421.67
Lbmc Investment Advisors, Llc 394 8,383 28.03 7,989 40.93 4.93
PSI Advisors, LLC 300 6,253 27.99 5,953 40.82 5.04
GPS Wealth Strategies Group, LLC 247 864 27.78 617 40.52 40.03
Newbridge Financial Services Group, Inc. 151 1,150 27.83 999 41.04 15.12
Charter Oak Capital Management, LLC 133 533 28.14 400 52.50 33.25
Macroview Investment Management Llc 66 432 27.78 366 40.98 18.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 27,511 106,222 28.03 133,733 40.89 -20.57
Northstar Asset Management Llc 21,405 103,900 28.04 125,305 40.89 -17.08
Pennsylvania Capital Management Inc /adv 20,290 27,503 28.03 47,793 40.88 -42.45
Spire Wealth Management 12,222 12,020 28.04 24,242 40.88 -50.42
Clarity Wealth Advisors, LLC 5,697 64,247 28.02 69,944 40.89 -8.15
Money Concepts Capital Corp 3,206 4,396 28.89 7,602 40.91 -42.17
Private Advisor Group, LLC 1,518 12,623 28.04 14,141 40.87 -10.73
Cambridge Investment Research Advisors, Inc. 1,453 49,872 28.03 51,325 40.90 -2.83
Western Wealth Management, LLC 436 7,486 27.65 7,922 40.90 -5.50
Corbenic Partners LLC 150 2,842 28.15 2,992 40.78 -5.01
Wolff Wiese Magana Llc 122 795 27.67 917 40.35 -13.30
Geneos Wealth Management Inc. 100 545 27.52 645 40.31 -15.50
Carolina Wealth Advisors, LLC 23 337 26.71 360 41.67 -6.39
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Parallax Volatility Advisers, L.P. 0
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

Past Week Analysis

Name Shares PPS
Name Shares PPS
Wolf Group Capital Advisors 14,923 40.88
Stratos Wealth Partners, LTD. 5,806 40.82
Bogart Wealth, LLC 37 54.05
Name Current Shares Current PPS Previous Shares Previous PPS
Clearwater Capital Advisors, LLC 211,267 28.03 195,407 40.89
Northstar Asset Management Llc 103,900 28.04 125,305 40.89
Wealthfront Advisers Llc 46,628 28.03 31,348 40.90
LVW Advisors, LLC 38,684 28.02 36,651 40.90
Gemmer Asset Management LLC 31,390 28.03 6,385 40.88
Spire Wealth Management 12,020 28.04 24,242 40.88
Corbenic Partners LLC 2,842 28.15 2,992 40.78
Geneos Wealth Management Inc. 545 27.52 645 40.31
Charter Oak Capital Management, LLC 533 28.14 400 52.50
Coastal Capital Group, Inc. 468 27.78 468 40.60
Macroview Investment Management Llc 432 27.78 366 40.98
Pacifica Partners Inc. 200 30.00 200 40.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Gemmer Asset Management LLC 25,005 31,390 28.03 6,385 40.88 391.62
Clearwater Capital Advisors, LLC 15,860 211,267 28.03 195,407 40.89 8.12
Wealthfront Advisers Llc 15,280 46,628 28.03 31,348 40.90 48.74
LVW Advisors, LLC 2,033 38,684 28.02 36,651 40.90 5.55
Charter Oak Capital Management, LLC 133 533 28.14 400 52.50 33.25
Macroview Investment Management Llc 66 432 27.78 366 40.98 18.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Northstar Asset Management Llc 21,405 103,900 28.04 125,305 40.89 -17.08
Spire Wealth Management 12,222 12,020 28.04 24,242 40.88 -50.42
Corbenic Partners LLC 150 2,842 28.15 2,992 40.78 -5.01
Geneos Wealth Management Inc. 100 545 27.52 645 40.31 -15.50
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 Percent Decrease
Name