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	256	339.00	351.45	346.48
Previous Quarter	265	346.00	351.47	347.80

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	57	23	0	5	9
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	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	1	2	19	0	5	7
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	107	0.00	0.00	0	0.00	0.00
Previous Quarter	107	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
Fisher Asset Management, LLC	750,431	351.48
Bank Of America Corp /de/	371,622	351.48
LPL Financial LLC	290,353	351.48
Morgan Stanley	241,604	351.48
UBS Group AG	221,343	351.48
Ameriprise Financial Inc	204,793	351.30
Wells Fargo & Company/mn	126,751	351.48
Wilbanks Smith & Thomas Asset Management Llc	125,780	317.50
Reliant Wealth Planning	114,390	351.48
Raymond James Financial Services Advisors, Inc.	75,181	351.52
Retirement Group, LLC	66,862	351.49
Envestnet Asset Management Inc	66,240	351.48
Portfolio Strategies, Inc.	60,007	351.39
Altfest L J & Co Inc	57,360	351.48
Advisor Group Holdings, Inc.	56,017	346.79
Ursa Fund Management, LLC	50,000	451.64
Mercer Global Advisors Inc /adv	45,635	351.48
Wolf Group Capital Advisors	41,781	351.48
J.w. Cole Advisors, Inc.	32,337	1.11
Bank Hapoalim Bm	31,628	351.49

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
Fisher Asset Management, LLC	750,431	351.48
Bank Of America Corp /de/	371,622	351.48
LPL Financial LLC	290,353	351.48
Morgan Stanley	241,604	351.48
UBS Group AG	221,343	351.48
Ameriprise Financial Inc	204,793	351.30
Wells Fargo & Company/mn	126,751	351.48
Wilbanks Smith & Thomas Asset Management Llc	125,780	317.50
Reliant Wealth Planning	114,390	351.48
Raymond James Financial Services Advisors, Inc.	75,181	351.52
Retirement Group, LLC	66,862	351.49
Envestnet Asset Management Inc	66,240	351.48
Portfolio Strategies, Inc.	60,007	351.39
Altfest L J & Co Inc	57,360	351.48
Advisor Group Holdings, Inc.	56,017	346.79
Ursa Fund Management, LLC	50,000	451.64
Mercer Global Advisors Inc /adv	45,635	351.48
Private Advisor Group, LLC	44,753	351.48
Wolf Group Capital Advisors	41,781	351.48
J.w. Cole Advisors, Inc.	32,337	1.11

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Stuart Chaussee & Associates, Inc.	23	304.35

Recent Quarter 57 Institutes closed out their positions

Name	Shares	PPS
Ameritas Investment Corp	4,755	0.42
IFP Advisors, Inc	2,786	368.63
FSC Wealth Advisors, LLC	2,031	351.55
Mid Atlantic Financial Management Inc/adv	1,471	329.71
Cooper Financial Group	616	352.27
S.A. Mason LLC	335	352.24
Carroll Financial Associates, Inc.	27	370.37
HBW Advisory Services LLC
Signaturefd, Llc
Jackson Wealth Management, LLC
Brendel Financial Advisors LLC
Wolverine Trading, Llc
Discovery Capital Management, Llc / Ct
Advisory Alpha, LLC
Private Ocean, LLC
G&S Capital LLC
Kalos Management, Inc.
Arkadios Wealth Advisors
WASHINGTON TRUST Co
Ironwood Financial, llc
CoreCap Advisors, LLC
Soundwatch Capital LLC
Great Diamond Partners, LLC
Barclays Plc
AXS Investments LLC
David R. Rahn & Associates Inc.
Baystate Wealth Management LLC
Almanack Investment Partners, LLC.
Stonebridge Capital Advisors LLC
IHT Wealth Management, LLC
Franklin Resources Inc
Proequities, Inc.
Advisor Resource Council
TERIX - All Terrain Opportunity Fund Institutional Class
Rfg Holdings, Inc.
Tru Independence Asset Management 2, Llc
Hsbc Holdings Plc
Moisand Fitzgerald Tamayo, LLC
Wolverine Trading, Llc
Cornerstone Advisory, LLC
Jacobi Capital Management LLC
Renaissance Technologies Llc
Tower Research Capital LLC (TRC)
Little House Capital Llc
Snowden Capital Advisors LLC
DAVENPORT & Co LLC
Associated Banc-corp
Wealth Enhancement & Preservation of GA, LLC
TKG Advisors, LLC
Marshall Wace, Llp
Wolverine Trading, Llc
Liberty Wealth Management Llc
McIlrath & Eck, LLC
Gerber Kawasaki Wealth & Investment Management
CX Institutional
Morris Retirement Advisors, LLC
GWM Advisors LLC

Recent Quarter 23 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	27,496	286.55	44,753	351.48
Global Retirement Partners, LLC	16,908	286.55	17,198	295.56
Cambridge Investment Research Advisors, Inc.	15,445	286.57	12,182	351.50
McAdam, LLC	12,240	286.52	13,514	351.49
Transcend Wealth Collective, Llc	7,574	286.51	7,570	351.52
Virginia National Bank	7,068	286.50	9,369	351.48
Bft Financial Group, Llc	5,845	286.57	3,859	351.39
Newbridge Financial Services Group, Inc.	3,020	286.42	760	351.32
Koshinski Asset Management, Inc.	2,599	0.38	3,821	351.48
Brookstone Capital Management	2,226	298.29	13,081	338.20
AdvisorNet Financial, Inc	1,760	286.36	2,338	351.58
Orion Portfolio Solutions, LLC	1,427	286.62	1,580	351.27
Joel Isaacson & Co., LLC	1,216	287.01	1,216	335.53
Kohmann Bosshard Financial Services, LLC	1,109	286.74	1,109	351.67
MA Private Wealth	959	289.89	959	351.41
Allworth Financial LP	952	286.76	1,418	351.20
FOCUS Wealth Advisors, LLC	795	286.79	795	350.94
Affiance Financial, LLC	225	284.44	225	351.11
Sargent Bickham Lagudis LLC	90	288.89	86	348.84
Gradient Investments LLC	78	282.05	78	346.15

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	3,263	15,445	286.57	12,182	351.50	26.79
Newbridge Financial Services Group, Inc.	2,260	3,020	286.42	760	351.32	297.37
Bft Financial Group, Llc	1,986	5,845	286.57	3,859	351.39	51.46
Transcend Wealth Collective, Llc	4	7,574	286.51	7,570	351.52	0.05
Sargent Bickham Lagudis LLC	4	90	288.89	86	348.84	4.65

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	17,257	27,496	286.55	44,753	351.48	-38.56
Brookstone Capital Management	10,855	2,226	298.29	13,081	338.20	-82.98
Virginia National Bank	2,301	7,068	286.50	9,369	351.48	-24.56
McAdam, LLC	1,274	12,240	286.52	13,514	351.49	-9.43
Koshinski Asset Management, Inc.	1,222	2,599	0.38	3,821	351.48	-31.98
AdvisorNet Financial, Inc	578	1,760	286.36	2,338	351.58	-24.72
Allworth Financial LP	466	952	286.76	1,418	351.20	-32.86
Global Retirement Partners, LLC	290	16,908	286.55	17,198	295.56	-1.69
Orion Portfolio Solutions, LLC	153	1,427	286.62	1,580	351.27	-9.68

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Stuart Chaussee & Associates, Inc.	23	304.35

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Cooper Financial Group	616	352.27
FSC Wealth Advisors, LLC	2,031	351.55

Past Week 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	27,496	286.55	44,753	351.48
Global Retirement Partners, LLC	16,908	286.55	17,198	295.56
Cambridge Investment Research Advisors, Inc.	15,445	286.57	12,182	351.50
McAdam, LLC	12,240	286.52	13,514	351.49
Transcend Wealth Collective, Llc	7,574	286.51	7,570	351.52
Bft Financial Group, Llc	5,845	286.57	3,859	351.39
Newbridge Financial Services Group, Inc.	3,020	286.42	760	351.32
Koshinski Asset Management, Inc.	2,599	0.38	3,821	351.48
Brookstone Capital Management	2,226	298.29	13,081	338.20
Orion Portfolio Solutions, LLC	1,427	286.62	1,580	351.27
Joel Isaacson & Co., LLC	1,216	287.01	1,216	335.53
MA Private Wealth	959	289.89	959	351.41
Allworth Financial LP	952	286.76	1,418	351.20
FOCUS Wealth Advisors, LLC	795	286.79	795	350.94
Affiance Financial, LLC	225	284.44	225	351.11
Sargent Bickham Lagudis LLC	90	288.89	86	348.84
Gradient Investments LLC	78	282.05	78	346.15
CVA Family Office, LLC	55	290.91	55	345.45
Pinnacle Bancorp, Inc.	40	275.00	40	350.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	3,263	15,445	286.57	12,182	351.50	26.79
Newbridge Financial Services Group, Inc.	2,260	3,020	286.42	760	351.32	297.37
Bft Financial Group, Llc	1,986	5,845	286.57	3,859	351.39	51.46
Transcend Wealth Collective, Llc	4	7,574	286.51	7,570	351.52	0.05
Sargent Bickham Lagudis LLC	4	90	288.89	86	348.84	4.65

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	17,257	27,496	286.55	44,753	351.48	-38.56
Brookstone Capital Management	10,855	2,226	298.29	13,081	338.20	-82.98
McAdam, LLC	1,274	12,240	286.52	13,514	351.49	-9.43
Koshinski Asset Management, Inc.	1,222	2,599	0.38	3,821	351.48	-31.98
Allworth Financial LP	466	952	286.76	1,418	351.20	-32.86
Global Retirement Partners, LLC	290	16,908	286.55	17,198	295.56	-1.69
Orion Portfolio Solutions, LLC	153	1,427	286.62	1,580	351.27	-9.68

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name