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 286 679.00 100.61 149.10
Previous Quarter 305 647.00 124.67 118.13

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 25 101 182 11 80 62
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 2 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 1 0 0 0
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/ 602,799 100.61
LPL Financial LLC 522,645 100.61
Morgan Stanley 443,129 100.61
UBS Group AG 311,205 100.61
Cumberland Advisors Inc 207,895 100.61
Wells Fargo & Company/mn 108,385 100.61
Bnp Paribas Arbitrage, Sa 99,782 100.61
Raymond James Financial Services Advisors, Inc. 87,704 100.61
Advisor Group Holdings, Inc. 86,529 100.82
Commonwealth Equity Services, Llc 67,936 100.61
Ameriprise Financial Inc 64,451 90.46
Raymond James & Associates 58,598 100.62
Royal Bank Of Canada 56,515 100.61
Migdal Insurance & Financial Holdings Ltd. 48,418 99.98
Engrave Wealth Partners LLC 47,597 100.62
Lee Financial Group Hawaii, Inc. 46,383 100.62
AGOX - Adaptive Growth Opportunities ETF 44,273 108.21
Evolution Wealth Advisors, LLC 43,935 100.60
Envestnet Asset Management Inc 43,856 100.60
Goldman Sachs Group Inc 43,403 100.62

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
Jpmorgan Chase & Co 1,640,956 124.68
Morgan Stanley 523,937 124.68
LPL Financial LLC 520,688 124.68
Bank Of America Corp /de/ 466,892 124.68
Bnp Paribas Arbitrage, Sa 351,282 124.68
Moors & Cabot, Inc. 264,000 1.03
UBS Group AG 226,415 124.68
Cumberland Advisors Inc 201,750 124.68
Clough Capital Partners L P 162,830 124.68
Wells Fargo & Company/mn 139,912 124.69
J.w. Cole Advisors, Inc. 131,029 0.08
Advisor Group Holdings, Inc. 125,376 119.63
Migdal Insurance & Financial Holdings Ltd. 105,722 126.19
Ameriprise Financial Inc 90,459 124.47
Commonwealth Equity Services, Llc 67,026 124.67
International Assets Investment Management, Llc 66,750 55.42
Engrave Wealth Partners LLC 51,560 124.69
Raymond James & Associates 49,972 124.69
Cambridge Investment Research Advisors, Inc. 48,909 124.68
Lee Financial Group Hawaii, Inc. 46,421 124.68

 

Recent Quarter Analysis

Name Shares PPS
Old Mission Capital Llc 28,540 100.60
Old National Bancorp /in/ 12,207 100.60
CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares 10,920 112.55
Eagle Strategies LLC 8,385 100.66
Hrt Financial Lp 7,657 100.56
Curi Wealth Management, LLC 5,354 100.67
RMB Capital Management, LLC 3,505 100.71
Missouri Trust & Investment Co 2,470 100.81
ABWAX - AB All Market Total Return Portfolio Class A 2,444 108.02
Wbi Investments, Inc. 2,316 98.88
Telemus Capital, Llc 2,268 100.53
Credit Suisse Ag/ 1,035 100.48
SOA Wealth Advisors, LLC. 784 99.49
Total Clarity Wealth Management, Inc. 721 101.25
Heritage Financial Services, LLC 466 98.71
Stonehage Fleming Financial Services Holdings Ltd 400 100.00
Riggs Asset Managment Co. Inc. 209 100.48
Mcmillion Capital Management Inc 106 103.77
Worth Asset Management, LLC 60 100.00
CNB Bank 53 94.34
Name Shares PPS
Moors & Cabot, Inc. 264,000 1.03
Clough Capital Partners L P 162,830 124.68
J.w. Cole Advisors, Inc. 131,029 0.08
International Assets Investment Management, Llc 66,750 55.42
Balyasny Asset Management Llc 44,116 124.67
Cavalier Investments, LLC 42,993 124.67
3EDGE Asset Management, LP 42,255 124.67
Paradigm Financial Advisors, LLC 22,799 116.45
First Midwest Bank Trust Division 22,087 116.45
Banco BTG Pactual S.A. 18,000 124.67
Financial Advocates Investment Management 11,989 124.70
Brookstone Capital Management 7,054 121.35
CAMG Solamere Management, LLC 5,273 119.29
Sequoia Financial Advisors, LLC 5,079 124.63
Ameritas Investment Corp 4,894 0.20
IFP Advisors, Inc 4,408 52.18
Synovus Financial Corp 4,408 124.32
Bell Rock Capital Llc 4,120 122.57
L.m. Kohn & Company 3,614 124.79
Marshall Wace, Llp 3,046 124.43
Melone Private Wealth, LLC 2,950 115.93
McKinley Carter Wealth Services, Inc. 2,837 124.78
Oliver Luxxe Assets LLC 2,431 116.41
WT Wealth Management 2,419 124.84
PCG Wealth Advisors, LLC 1,974 124.62
Vivid Financial Management, Inc. 1,956 116.56
Principle Wealth Partners Llc 1,944 124.49
BLB&B Advisors, LLC 1,913 124.93
Householder Group Estate & Retirement Specialist, LLC 1,884 124.73
Cedar Brook Financial Partners, LLC 1,866
Arete Wealth Advisors, LLC 1,754 124.86
Founders Financial Alliance, LLC 1,744 124.43
Harbor Financial Services, Llc 1,700 119.41
NEXT Financial Group, Inc 1,118 116.28
Qube Research & Technologies Ltd 1,103 125.11
Carroll Financial Associates, Inc. 519 115.61
Koshinski Asset Management, Inc. 491 124.24
ExodusPoint Capital Management, LP 470 125.53
San Luis Wealth Advisors LLC 273 117.22
Prospera Financial Services Inc 230 126.09
Intelligent Financial Strategies 212 122.64
Woodard & Co Asset Management Group Inc /adv 194 123.71
RGT Wealth Advisors, LLC 150 126.67
Stonebridge Capital Advisors LLC 125 128.00
Herold Advisors, Inc. 100 124680.00
Emfo, Llc 100 120.00
Baldrige Asset Management LLC 62 129.03
Fortitude Advisory Group L.L.C. 40 125.00
Patriot Financial Group Insurance Agency, LLC 33 121.21
Bay Harbor Wealth Management, LLC 16 125.00
Element Pointe Advisors, Llc
Verus Capital Partners, Llc
Wealthsource Partners, Llc
Wealthcare Advisory Partners LLC
ACG Wealth
Cooper Financial Group
J Arnold Wealth Management Co
Parisi Gray Wealth Management
Versant Capital Management, Inc
Avestar Capital, LLC
Inscription Capital, LLC
Professional Planning
PFG Advisors
Ameliora Wealth Management Ltd.
CENTRAL TRUST Co
Capital Investment Advisors, LLC
Flow Traders U.s. Llc
Certified Advisory Corp
Asset Dedication, LLC
Two Sigma Securities, Llc
Financial Sense Advisors, Inc.
Ironwood Financial, llc
Claudia M.p. Batlle, Crp (r) Llc
Enterprise Financial Services Corp
Intrua Financial, LLC
Change Path, LLC
Savior LLC
Mezzasalma Advisors, LLC
MADDEN SECURITIES Corp
Brinker Capital Investments, LLC
IMS Capital Management
Amplius Wealth Advisors, LLC
Secure Asset Management, LLC
Kowal Investment Group, LLC
Huntington National Bank
Accurate Wealth Management, LLC
Shepherd Financial Partners LLC
Mirae Asset Global Investments Co., Ltd.
Compass Financial Group, Inc.
Snowden Capital Advisors LLC
Access Financial Services, Inc.
Pacitti Group Inc.
Hall Private Wealth Advisors
Stephens Inc /ar/
Hsbc Holdings Plc
King Luther Capital Management Corp
IronBridge Private Wealth, LLC
Atlas Private Wealth Advisors
Better Money Decisions, LLC
StoneX Group Inc.
Truadvice, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of America Corp /de/ 602,799 100.61 466,892 124.68
LPL Financial LLC 522,645 100.61 520,688 124.68
Morgan Stanley 443,129 100.61 523,937 124.68
UBS Group AG 311,205 100.61 226,415 124.68
Cumberland Advisors Inc 207,895 100.61 201,750 124.68
Wells Fargo & Company/mn 108,385 100.61 139,912 124.69
Bnp Paribas Arbitrage, Sa 99,782 100.61 351,282 124.68
Raymond James Financial Services Advisors, Inc. 87,704 100.61 32,502 124.70
Advisor Group Holdings, Inc. 86,529 100.82 125,376 119.63
Commonwealth Equity Services, Llc 67,936 100.61 67,026 124.67
Ameriprise Financial Inc 64,451 90.46 90,459 124.47
Raymond James & Associates 58,598 100.62 49,972 124.69
Royal Bank Of Canada 56,515 100.61 42,024 124.67
Migdal Insurance & Financial Holdings Ltd. 48,418 99.98 105,722 126.19
Engrave Wealth Partners LLC 47,597 100.62 51,560 124.69
Lee Financial Group Hawaii, Inc. 46,383 100.62 46,421 124.68
AGOX - Adaptive Growth Opportunities ETF 44,273 108.21 41,834 122.96
Evolution Wealth Advisors, LLC 43,935 100.60 5,325 124.69
Envestnet Asset Management Inc 43,856 100.60 38,999 124.67
Goldman Sachs Group Inc 43,403 100.62 12,416 124.68
Name Current Shares Current PPS Previous Shares Previous PPS
HBW Advisory Services LLC 29,639 100.61 0
Citadel Advisors Llc 21,137 100.63 0
Tower Research Capital LLC (TRC) 16,024 100.60 2
TAP Consulting, LLC 13,441 100.59 0
Castleview Partners, Llc 7,372 26349.70 21 95.24
Baird Financial Group, Inc. 3,244 100.49 0
CoreCap Advisors, LLC 461 99.78 0
Simplex Trading, Llc 268 97.01 0
Heritage Wealth Management, Llc 200 100610.00 200 125.00
Winch Advisory Services, LLC 29 103.45 0
Lehman & Derafelo Financial Resources LLC 13 76.92 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Of America Corp /de/ 135,907 602,799 100.61 466,892 124.68 29.11
UBS Group AG 84,790 311,205 100.61 226,415 124.68 37.45
Raymond James Financial Services Advisors, Inc. 55,202 87,704 100.61 32,502 124.70 169.84
Evolution Wealth Advisors, LLC 38,610 43,935 100.60 5,325 124.69 725.07
Goldman Sachs Group Inc 30,987 43,403 100.62 12,416 124.68 249.57
HBW Advisory Services LLC 29,639 29,639 100.61 0 0.00
Advisor Resource Council 21,845 27,386 100.60 5,541 124.71 394.24
Citadel Advisors Llc 21,137 21,137 100.63 0 0.00
Gerber Kawasaki Wealth & Investment Management 17,415 20,983 100.61 3,568 124.44 488.09
Tower Research Capital LLC (TRC) 16,022 16,024 100.60 2 801100.00
Kestra Advisory Services, LLC 15,654 23,793 0.08 8,139 0.12 192.33
Royal Bank Of Canada 14,491 56,515 100.61 42,024 124.67 34.48
TAP Consulting, LLC 13,441 13,441 100.59 0 0.00
Jmac Enterprises Llc 9,700 40,446 100.60 30,746 124.67 31.55
Raymond James & Associates 8,626 58,598 100.62 49,972 124.69 17.26
Creative Planning 8,236 39,273 100.60 31,037 124.69 26.54
Castleview Partners, Llc 7,351 7,372 26349.70 21 95.24 35004.76
Cumberland Advisors Inc 6,145 207,895 100.61 201,750 124.68 3.05
Bank Of Montreal /can/ 5,673 7,252 103.14 1,579 127.30 359.28
Envestnet Asset Management Inc 4,857 43,856 100.60 38,999 124.67 12.45
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Jpmorgan Chase & Co 1,634,595 6,361 100.61 1,640,956 124.68 -99.61
Bnp Paribas Arbitrage, Sa 251,500 99,782 100.61 351,282 124.68 -71.59
Morgan Stanley 80,808 443,129 100.61 523,937 124.68 -15.42
Migdal Insurance & Financial Holdings Ltd. 57,304 48,418 99.98 105,722 126.19 -54.20
Advisor Group Holdings, Inc. 38,847 86,529 100.82 125,376 119.63 -30.98
Wells Fargo & Company/mn 31,527 108,385 100.61 139,912 124.69 -22.53
Ameriprise Financial Inc 26,008 64,451 90.46 90,459 124.47 -28.75
Private Advisor Group, LLC 18,379 9,338 100.56 27,717 124.69 -66.31
Ahrens Investment Partners LLC 18,115 321 99.69 18,436 124.70 -98.26
Money Concepts Capital Corp 16,441 68 102.94 16,509 124.66 -99.59
Mercer Global Advisors Inc /adv 14,756 2,196 100.64 16,952 124.71 -87.05
Cambridge Investment Research Advisors, Inc. 12,531 36,378 100.61 48,909 124.68 -25.62
Meitav Dash Investments Ltd 7,081 15,019 100.61 22,100 124.66 -32.04
Western Wealth Management, LLC 6,024 3,528 99.77 9,552 124.69 -63.07
Us Bancorp \de\ 5,025 3,955 100.63 8,980 124.72 -55.96
Mml Investors Services, Llc 4,895 5,416 100.63 10,311 124.72 -47.47
Engrave Wealth Partners LLC 3,963 47,597 100.62 51,560 124.69 -7.69
Cetera Advisors LLC 2,849 15,336 100.61 18,185 124.66 -15.67
Kovitz Investment Group Partners, LLC 2,001 4,689 100.66 6,690 124.66 -29.91
Rockefeller Capital Management L.P. 1,875 29,694 100.59 31,569 124.68 -5.94
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Banco BTG Pactual S.A. 18,000
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Cutler Group LP 800 2,000 1,200 66.67
Susquehanna International Group, Llp 2,200 7,400 5,200 42.31
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
Name Current Shares Current PPS Previous Shares Previous PPS
BDO Wealth Advisors, LLC 83 96.39 83 120.48
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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