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 | 85 | 147.00 | 153.22 | 110.78 |
| Previous Quarter | 99 | 148.00 | 153.24 | 112.96 |
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 | 42 | 3 | 0 | 1 | 0 |
| 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 | 2 | 2 | 0 | 1 | 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| LPL Financial LLC | 96,559 | 153.25 |
| J.w. Cole Advisors, Inc. | 85,057 | 0.01 |
| Cinctive Capital Management LP | 50,000 | 89.88 |
| Good Life Advisors, LLC | 49,386 | 153.26 |
| Old Mission Capital Llc | 22,674 | 153.26 |
| Kwmg, Llc | 20,027 | 107.50 |
| Strategic Wealth Advisors Group, LLC | 17,942 | 0.17 |
| Commonwealth Equity Services, Llc | 13,604 | 153.19 |
| Ameriprise Financial Inc | 8,736 | 153.16 |
| Bank Of America Corp /de/ | 8,233 | 153.41 |
| UBS Group AG | 7,640 | 153.27 |
| Meridian Wealth Management, LLC | 7,598 | 153.20 |
| Royal Bank Of Canada | 6,876 | 153.29 |
| Kraematon Investment Advisors, Inc | 6,201 | 153.20 |
| Geneos Wealth Management Inc. | 5,821 | 153.24 |
| Smart Portfolios, LLC | 5,733 | 153.32 |
| Ameliora Wealth Management Ltd. | 5,200 | 140.96 |
| Tower Research Capital LLC (TRC) | 4,495 | 153.28 |
| Spire Wealth Management | 3,681 | 153.22 |
| Kestra Advisory Services, LLC | 3,288 | 153.28 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| LPL Financial LLC | 96,559 | 153.25 |
| RVW Wealth, LLC | 90,256 | 153.25 |
| J.w. Cole Advisors, Inc. | 85,057 | 0.01 |
| Cinctive Capital Management LP | 50,000 | 89.88 |
| Moors & Cabot, Inc. | 50,000 | 1.02 |
| Good Life Advisors, LLC | 49,386 | 153.26 |
| Old Mission Capital Llc | 22,674 | 153.26 |
| Cardan Capital Partners, LLC | 20,794 | 215.74 |
| Strategic Wealth Advisors Group, LLC | 17,942 | 0.17 |
| Kwmg, Llc | 14,370 | 153.24 |
| Commonwealth Equity Services, Llc | 13,604 | 153.19 |
| Ameriprise Financial Inc | 8,736 | 153.16 |
| Bank Of America Corp /de/ | 8,233 | 153.41 |
| UBS Group AG | 7,640 | 153.27 |
| Meridian Wealth Management, LLC | 7,598 | 153.20 |
| Royal Bank Of Canada | 6,876 | 153.29 |
| Kraematon Investment Advisors, Inc | 6,201 | 153.20 |
| Geneos Wealth Management Inc. | 5,821 | 153.24 |
| Smart Portfolios, LLC | 5,733 | 153.32 |
| Ameliora Wealth Management Ltd. | 5,200 | 140.96 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| RVW Wealth, LLC | 90,256 | 153.25 |
| Moors & Cabot, Inc. | 50,000 | 1.02 |
| Cardan Capital Partners, LLC | 20,794 | 215.74 |
| Cambridge Investment Research Advisors, Inc. | 1,788 | 153.24 |
| GoalVest Advisory LLC | 620 | 153.23 |
| Cutler Group LP | 521 | 151.63 |
| First Horizon Advisors, Inc. | ||
| PRW Wealth Management LLC | ||
| DB Wealth Management Group, LLC | ||
| V Wealth Advisors LLC | ||
| Banco Bilbao Vizcaya Argentaria, S.a. | ||
| Atria Investments Llc | ||
| EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | ||
| EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | ||
| Capital Analysts, Inc. | ||
| Centaurus Financial, Inc. | ||
| Qube Research & Technologies Ltd | ||
| Raymond James & Associates | ||
| Acorn Wealth Advisors, LLC | ||
| Flow Traders U.s. Llc | ||
| Peterson Wealth Management | ||
| Wedbush Securities Inc | ||
| Citigroup Inc | ||
| Coastal Capital Group, Inc. | ||
| Cahill Financial Advisors Inc | ||
| Ahrens Investment Partners LLC | ||
| Retirement Capital Strategies | ||
| Spectrum Management Group, LLC | ||
| Baltimore-Washington Financial Advisors, Inc. | ||
| TD Capital Management LLC | ||
| Beacon Investment Advisory Services, Inc. | ||
| Systelligence, LLC | ||
| DCM Advisors, LLC | ||
| Proequities, Inc. | ||
| Flagship Harbor Advisors, Llc | ||
| Barclays Plc | ||
| WJ Wealth Management, LLC | ||
| Change Path, LLC | ||
| Fmr Llc | ||
| Eaton Vance Management | ||
| Goldman Sachs Group Inc | ||
| Arkadios Wealth Advisors |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Kwmg, Llc | 20,027 | 107.50 | 14,370 | 153.24 |
| Tsfg, Llc | 1,240 | 107.26 | 1,240 | 153.23 |
| AdvisorNet Financial, Inc | 85 | 105.88 | 85 | 152.94 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1,788 | 153.24 |
| RVW Wealth, LLC | 90,256 | 153.25 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Kwmg, Llc | 20,027 | 107.50 | 14,370 | 153.24 |
| Tsfg, Llc | 1,240 | 107.26 | 1,240 | 153.23 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| 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 |
|---|