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 65 66.00 65.63 64.40
Previous Quarter 71 67.00 65.64 65.66

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 1 26 3 0 1 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 1 0 2 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
Tradition Wealth Management, LLC 65,987 65.63
Virtu Financial LLC 37,796 65.64
Susquehanna International Group, Llp 33,017 65.60
Citadel Advisors Llc 25,364 65.64
Cambridge Investment Research Advisors, Inc. 23,319 47.47
Mcmillion Capital Management Inc 21,913 65.62
Royal Bank Of Canada 19,449 65.61
Ellis Investment Partners, LLC 16,786 65.59
LPL Financial LLC 15,417 65.64
Raymond James Financial Services Advisors, Inc. 14,920 65.62
Tower Research Capital LLC (TRC) 13,700 65.62
Mutual Advisors, LLC 9,469 65.58
Clear Creek Financial Management, LLC 7,525 65.65
Stratos Wealth Advisors, LLC 7,398 65.69
Vontobel Holding Ltd. 7,104 65.60
UBS Group AG 6,595 65.66
Spire Wealth Management 5,716 65.61
First Republic Investment Management, Inc. 5,654 65.62
Raymond James & Associates 4,588 65.61
Commonwealth Equity Services, Llc 3,702 65.37

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
Tradition Wealth Management, LLC 65,987 65.63
Virtu Financial LLC 37,796 65.64
Susquehanna International Group, Llp 33,017 65.60
Citadel Advisors Llc 25,364 65.64
Mcmillion Capital Management Inc 21,913 65.62
Royal Bank Of Canada 19,449 65.61
Ellis Investment Partners, LLC 16,786 65.59
LPL Financial LLC 15,417 65.64
Raymond James Financial Services Advisors, Inc. 14,920 65.62
Cambridge Investment Research Advisors, Inc. 14,447 65.62
Tower Research Capital LLC (TRC) 13,700 65.62
Mutual Advisors, LLC 9,469 65.58
Clear Creek Financial Management, LLC 7,525 65.65
Stratos Wealth Advisors, LLC 7,398 65.69
Vontobel Holding Ltd. 7,104 65.60
UBS Group AG 6,595 65.66
Spire Wealth Management 5,716 65.61
First Republic Investment Management, Inc. 5,654 65.62
Raymond James & Associates 4,588 65.61
Commonwealth Equity Services, Llc 3,702 65.37

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 3
Name Shares PPS
Capital Market Strategies LLC 3,311 65.54
Cutler Group LP 200 65.00
Cutler Group LP 200 65.00
IFP Advisors, Inc 176 73.86
Synergy Financial Management, LLC
Traynor Capital Management, Inc.
Kestra Advisory Services, LLC
Thrivent Financial For Lutherans
Baldwin Brothers Inc/ma
Retirement Planning Co of New England, Inc.
Bank Hapoalim Bm
Credit Suisse Ag/
CoreCap Advisors, LLC
Intercontinental Wealth Advisors, LLC
Firestone Capital Management
DCM Advisors, LLC
Dynamic Advisor Solutions LLC
Capital Advisors, Ltd. LLC
Fmr Llc
Envestnet Asset Management Inc
Northwestern Mutual Wealth Management Co
Wells Fargo & Company/mn
Financial Advocates Investment Management
Proequities, Inc.
ExodusPoint Capital Management, LP
Advisory Services Network, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 23,319 47.47 14,447 65.62
Cordasco Financial Network 1,178 47.54 1,228 65.96
AdvisorNet Financial, Inc 100 50.00 100 70.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 8,872 23,319 47.47 14,447 65.62 61.41
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cordasco Financial Network 50 1,178 47.54 1,228 65.96 -4.07
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

Past Week Analysis

Name Shares PPS
ACG Wealth 3
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 23,319 47.47 14,447 65.62
Cordasco Financial Network 1,178 47.54 1,228 65.96
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 8,872 23,319 47.47 14,447 65.62 61.41
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cordasco Financial Network 50 1,178 47.54 1,228 65.96 -4.07
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