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 160 111.00 112.03 111.83
Previous Quarter 177 112.00 112.03 111.79

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 0 59 5 0 0 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 0 4 2 0 0 2
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
Morgan Stanley 688,486 112.04
LPL Financial LLC 120,568 112.04
Bank Of America Corp /de/ 78,110 112.05
Meitav Dash Investments Ltd 76,904 112.04
UBS Group AG 71,287 112.04
Ameriprise Financial Inc 68,298 112.07
Royal Fund Management, LLC 59,587 112.04
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776 111.20
HighTower Advisors, LLC 53,035 111.94
Jpmorgan Chase & Co 48,512 112.05
Spectrum Wealth Advisory Group, LLC 47,540 112.03
Commonwealth Equity Services, Llc 39,170 112.02
Cetera Advisor Networks LLC 37,933 112.04
Certified Advisory Corp 36,382 112.03
Banco Santander, S.A. 36,100 112.02
Wells Fargo & Company/mn 30,267 112.04
Ntv Asset Management Llc 26,590 112.03
Bank Hapoalim Bm 25,749 112.04
Citadel Advisors Llc 24,217 112.03
Advisor Group Holdings, Inc. 23,307 112.80

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
Morgan Stanley 688,486 112.04
LPL Financial LLC 120,568 112.04
Bnp Paribas Arbitrage, Sa 100,000 97.36
Bank Of America Corp /de/ 78,110 112.05
Meitav Dash Investments Ltd 76,904 112.04
UBS Group AG 71,287 112.04
Ameriprise Financial Inc 68,298 112.07
Royal Fund Management, LLC 59,587 112.04
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776 111.20
HighTower Advisors, LLC 53,035 111.94
Cambridge Investment Research Advisors, Inc. 51,053 112.04
Jpmorgan Chase & Co 48,512 112.05
Spectrum Wealth Advisory Group, LLC 47,540 112.03
Commonwealth Equity Services, Llc 39,170 112.02
Cetera Advisor Networks LLC 37,933 112.04
Certified Advisory Corp 36,382 112.03
Banco Santander, S.A. 36,100 112.02
New England Investment & Retirement Group, Inc. 31,661 125.11
Wells Fargo & Company/mn 30,267 112.04
Psagot Investment House Ltd. 27,873 125.10

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Bnp Paribas Arbitrage, Sa 100,000 97.36
New England Investment & Retirement Group, Inc. 31,661 125.11
Psagot Investment House Ltd. 27,873 125.10
Citadel Advisors Llc 24,217 112.03
Professional Planning 4,417 124.97
Private Advisor Group, LLC 2,437 112.02
Summit Financial Group, Inc. 2,150 112.09
HBW Advisory Services LLC 1,812 112.03
Koshinski Asset Management, Inc. 1,014 112.43
Allworth Financial LP 85 117.65
Barclays Plc
Ayalon Holdings Ltd.
Pnc Financial Services Group, Inc.
Carroll Financial Associates, Inc.
Ameritas Investment Corp
J Arnold Wealth Management Co
IFP Advisors, Inc
ExodusPoint Capital Management, LP
Jacobi Capital Management LLC
WMG Financial Advisors, LLC
Qube Research & Technologies Ltd
Silverleafe Capital Partners, LLC
Ubs Asset Management Americas Inc
Clearview Wealth Advisors LLC
First Horizon Advisors, Inc.
Migdal Insurance & Financial Holdings Ltd.
Eaton Vance Management
Flow Traders U.s. Llc
Regentatlantic Capital Llc
Claudia M.p. Batlle, Crp (r) Llc
Creative Planning
Clarus Wealth Advisors
Geneos Wealth Management Inc.
Baltimore-Washington Financial Advisors, Inc.
Vontobel Holding Ltd.
Lee Financial Group Hawaii, Inc.
Two Sigma Securities, Llc
Herbst Group, Llc
Cassady Schiller Wealth Management, LLC
Mascoma Wealth Management LLC
Harel Insurance Investments & Financial Services Ltd.
Bessemer Group Inc
PCG Wealth Advisors, LLC
Hollencrest Capital Management
Millennium Management Llc
Global Retirement Partners, LLC
TAP Consulting, LLC
Stifel Financial Corp
CoreCap Advisors, LLC
Salem Investment Counselors Inc
Vigilare Wealth Management
Calton & Associates, Inc.
Peterson Wealth Management
Laurel Wealth Advisors, Inc.
Cetera Advisors LLC
Total Clarity Wealth Management, Inc.
Kestra Advisory Services, LLC
GWM Advisors LLC
Theory Financial Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 13,949 84.88 51,053 112.04
Newbridge Financial Services Group, Inc. 2,963 84.71 3,074 111.91
AdvisorNet Financial, Inc 1,100 84.55 1,100 111.82
City Holding Co 150 86.67 150 113.33
Advocacy Wealth Management Services, LLC 69 86.96 86 116.28
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
Cambridge Investment Research Advisors, Inc. 37,104 13,949 84.88 51,053 112.04 -72.68
Newbridge Financial Services Group, Inc. 111 2,963 84.71 3,074 111.91 -3.61
Advocacy Wealth Management Services, LLC 17 69 86.96 86 116.28 -19.77
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
Name Shares PPS
Allworth Financial LP 85 117.65
Koshinski Asset Management, Inc. 1,014 112.43
Private Advisor Group, LLC 2,437 112.02
HBW Advisory Services LLC 1,812 112.03
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 13,949 84.88 51,053 112.04
Newbridge Financial Services Group, Inc. 2,963 84.71 3,074 111.91
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
Cambridge Investment Research Advisors, Inc. 37,104 13,949 84.88 51,053 112.04 -72.68
Newbridge Financial Services Group, Inc. 111 2,963 84.71 3,074 111.91 -3.61
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