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	466	57.00	61.29	58.99
Previous Quarter	496	59.00	61.29	58.77

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	10	133	39	4	18	15
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	3	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	1	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	2	6	13	1	7	4
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	1	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	163,020	0.00	0.00	0	0.00	0.00
Previous Quarter	163,020	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
Bessemer Group Inc	4,434,970	61.29
BESSEMER GROUP INC	3,246,160
Morgan Stanley	2,433,717	61.29
Goldman Sachs Group Inc	2,400,143	61.29
PEAK6 Investments LLC	2,218,300	61.29
Bank Of America Corp /de/	2,136,201	61.29
Goldman Sachs Group Inc	1,830,400	61.29
OWLSX - Old Westbury Large Cap Strategies Fund	1,718,200	56.21
Parametric Portfolio Associates Llc	1,584,124	61.29
Susquehanna International Group, Llp	1,443,400	61.29
UBS Group AG	1,395,537	61.29
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	1,333,800	56.21
Citigroup Inc	1,259,325	61.29
Susquehanna International Group, Llp	1,253,600	61.29
Jane Street Group, Llc	1,216,500	61.29
Healthcare Of Ontario Pension Plan Trust Fund	1,100,000	61.29
Jpmorgan Chase & Co	1,050,917	61.29
Citadel Advisors Llc	951,500	61.29
Wells Fargo & Company/mn	946,793	61.29
Harel Insurance Investments & Financial Services Ltd.	945,500	43.40

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
Bessemer Group Inc	4,434,970	61.29
Harel Insurance Investments & Financial Services Ltd.	3,121,500	61.29
OWLSX - Old Westbury Large Cap Strategies Fund	3,068,200	41.72
Morgan Stanley	2,433,717	61.29
Goldman Sachs Group Inc	2,400,143	61.29
PEAK6 Investments LLC	2,218,300	61.29
Bank Of America Corp /de/	2,136,201	61.29
Goldman Sachs Group Inc	1,830,400	61.29
Parametric Portfolio Associates Llc	1,584,124	61.29
Susquehanna International Group, Llp	1,443,400	61.29
UBS Group AG	1,395,537	61.29
Citigroup Inc	1,259,325	61.29
Susquehanna International Group, Llp	1,253,600	61.29
Jane Street Group, Llc	1,216,500	61.29
Healthcare Of Ontario Pension Plan Trust Fund	1,100,000	61.29
Jpmorgan Chase & Co	1,050,917	61.29
Citadel Advisors Llc	951,500	61.29
Wells Fargo & Company/mn	946,793	61.29
LPL Financial LLC	871,033	61.29
Parallax Volatility Advisers, L.P.	861,500	61.29

Recent Quarter Analysis

Recent Quarter 10 New Institutes added position

Name	Shares	PPS
BESSEMER GROUP INC	3,246,160
SMIFX - Sound Mind Investing Fund	41,570	56.22
McAdam, LLC	28,074	43.39
NAVAX - Navigator Equity Hedged Fund Class A Shares	27,925	56.22
PCG Wealth Advisors, LLC	17,875	43.41
SMILX - SMI 50/40/10 Fund	11,270	56.17
Bridge Advisory, LLC	5,397	42.43
Allworth Financial LP	3,315	43.44
Investors Research Corp	84	47.62
Bogart Wealth, LLC	5

Recent Quarter 133 Institutes closed out their positions

Name	Shares	PPS
PEAK6 Investments LLC	2,218,300	61.29
UBS Group AG	1,395,537	61.29
Jane Street Group, Llc	1,216,500	61.29
Barclays Plc	715,771	61.29
New Harbor Financial Group, LLC	632,633	61.29
Graham Capital Management, L.P.	500,000	61.29
Marks Wealth, LLC	325,955	61.29
Squarepoint Ops LLC	309,395	61.29
Squarepoint Ops LLC	309,395	61.29
Jefferies Group LLC	300,000	61.29
Jefferies Group LLC	300,000	61.29
Two Sigma Investments, Lp	263,500	61.29
Two Sigma Investments, Lp	263,500	61.29
Bnp Paribas Arbitrage, Sa	254,600	61.29
Credit Suisse Ag/	226,507	61.30
Credit Suisse Ag/	226,507	61.30
Scopus Asset Management, L.p.	200,000	61.29
Paloma Partners Management Co	162,700	61.28
CHURCHILL MANAGEMENT Corp	134,129	61.29
Marshall Wace, Llp	122,380	61.30
Marshall Wace, Llp	122,380	61.30
Black Maple Capital Management LP	90,000	41.74
Balyasny Asset Management Llc	50,000	61.30
Deane Retirement Strategies, Inc.	32,372	62.40
SFG Wealth Management, LLC.	20,020	61.29
Clarus Wealth Advisors	7,916	60.76
IFP Advisors, Inc	7,589	44.67
Mid Atlantic Financial Management Inc/adv	7,347	41.79
Secure Asset Management, LLC	6,994	61.34
Goldstream Capital Management Ltd	5,110	61.25
Flagship Harbor Advisors, Llc	4,636	61.26
Fulcrum Equity Management	4,546	61.37
SOL Capital Management CO	4,400	61.36
J2 Capital Management Inc	4,366	61.38
Pettinga Financial Advisors, LLC	4,084	61.21
Western Wealth Management, LLC	3,986	61.47
Brinker Capital Investments, LLC	3,957	61.41
Regions Financial Corp	3,605	61.30
IAM Advisory, LLC	3,562	61.20
South Shore Capital Advisors	3,500	61.43
Geneva Partners, LLC	3,334	61.19
Keudell/Morrison Wealth Management	3,316	61.22
Lakeview Capital Partners, LLC	1,900	61.05
AdvisorNet Financial, Inc	1,800	61.11
Investmark Advisory Group LLC	1,040	44.23
FNY Investment Advisers, LLC	151	59.60
Gemmer Asset Management LLC	125	56.00
Covington Capital Management	80	62.50
Reilly Financial Advisors, Llc	50	40.00
Trexquant Investment LP
Tibra Equities Europe Ltd
Prelude Capital Management, Llc
Pinnacle Bancorp, Inc.
Friedenthal Financial
Mathes Company, Inc.
Clal Insurance Enterprises Holdings Ltd
qPULA Trading Management LP
Hochman Cole Investment Advisors, Inc.
Well Done, LLC
Carolinas Wealth Consulting Llc
Stephens Inc /ar/
Personal Wealth Partners
Paradigm Financial Partners, Llc
First Horizon Advisors, Inc.
Cadence Wealth Management LLC
Corvex Management LP
Y-Intercept (Hong Kong) Ltd
AlphaCore Capital LLC
Jacobi Capital Management LLC
Bank Julius Baer & Co. Ltd, Zurich
Rise Advisors, LLC
Pallas Capital Advisors LLC
MYDA Advisors LLC
Avidian Wealth Solutions, LLC
Stratos Wealth Partners, LTD.
Retirement Planning Co of New England, Inc.
Econ Financial Services Corp
Soros Capital Management Llc
Kerrisdale Advisers, LLC
Prelude Capital Management, Llc
Occidental Asset Management, LLC
NexWave Capital Partners LLC
Penserra Capital Management LLC
Arkadios Wealth Advisors
Prelude Capital Management, Llc
L & S Advisors Inc
NSI Retail Advisors, LLC
D. E. Shaw & Co., Inc.
MYDA Advisors LLC
Harbour Investments, Inc.
Mirabella Financial Services Llp
Astoria Portfolio Advisors LLC.
Henrickson Nauta Wealth Advisors, Inc.
Braun-Bostich & Associates Inc.
Signet Financial Management, Llc
Nomura Holdings Inc
Telemetry Investments, L.L.C.
Snowden Capital Advisors LLC
Cahill Financial Advisors Inc
CSM Advisors, LLC
Public Sector Pension Investment Board
BlueCrest Capital Management Ltd
CX Institutional
Brown Brothers Harriman & Co
Inherent Group, Lp
Eaton Vance Management
Atticus Wealth Management, Llc
Geneos Wealth Management Inc.
Quantitative Investment Management, LLC
G&S Capital LLC
HITE Hedge Asset Management LLC
Privium Fund Management (UK) Ltd
Weil Company, Inc.
Liberty Wealth Management Llc
BW Gestao de Investimentos Ltda.
Patriot Financial Group Insurance Agency, LLC
Gradient Investments LLC
Benjamin F. Edwards & Company, Inc.
Toronto Dominion Bank
Mark Sheptoff Financial Planning, Llc
Financial Management Professionals, Inc.
Cowen And Company, Llc
Cowen And Company, Llc
Confluence Wealth Services, Inc.
Schonfeld Strategic Advisors LLC
Chescapmanager LLC
Cowen And Company, Llc
Kovitz Investment Group Partners, LLC
Hartland & Co., LLC
DAVENPORT & Co LLC
Juncture Wealth Strategies, Llc
PointState Capital LP
J Arnold Wealth Management Co

Recent Quarter 39 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harel Insurance Investments & Financial Services Ltd.	945,500	43.40	3,121,500	61.29
LS Investment Advisors, LLC	215,113	43.40	9,635	61.34
Great Valley Advisor Group, Inc.	207,112	43.40	123,560	61.29
Commonwealth Equity Services, Llc	191,483	43.40	255,630	61.29
Fortem Financial Group, Llc	102,072	43.40	40,455	61.28
FOCUS Wealth Advisors, LLC	79,157	43.39	80,072	61.29
Cumberland Advisors Inc	52,525	43.41	57,005	61.29
ARS Investment Partners, LLC	49,312	43.40	49,893	61.29
Comerica Securities,inc.	34,999	43.40	6,696	61.23
Private Advisor Group, LLC	34,820	43.39	26,350	61.29
Heartwood Wealth Advisors LLC	30,043	43.40	29,866	61.27
Wealthfront Advisers Llc	21,949	43.42	14,409	61.28
Cambridge Investment Research Advisors, Inc.	21,413	43.38	190,746	61.29
Truist Financial Corp	20,740	43.39	14,981	61.28
Ayalon Holdings Ltd.	14,470	43.40	31,100	61.29
E&G Advisors, LP	12,091	43.42	12,101	61.32
Global Retirement Partners, LLC	10,707	43.43	10,697	52.07
180 Wealth Advisors, Llc	9,885	43.60	13,201	65.68
Calton & Associates, Inc.	9,711	43.35	21,805	61.27
Magnolia Capital Management Ltd	8,560	43.46	5,860	61.26

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
OWLSX - Old Westbury Large Cap Strategies Fund	1,718,200	56.21	3,068,200	41.72
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	1,333,800	56.21	707,500	41.72
Graham Capital Management, L.P.	500,000	61.29	125,000	61.29
Aspiriant, Llc	6,303	43.47	0

Recent Quarter 18 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	626,300	1,333,800	56.21	707,500	41.72	88.52
LS Investment Advisors, LLC	205,478	215,113	43.40	9,635	61.34	2132.62
Great Valley Advisor Group, Inc.	83,552	207,112	43.40	123,560	61.29	67.62
Fortem Financial Group, Llc	61,617	102,072	43.40	40,455	61.28	152.31
Comerica Securities,inc.	28,303	34,999	43.40	6,696	61.23	422.69
Private Advisor Group, LLC	8,470	34,820	43.39	26,350	61.29	32.14
Wealthfront Advisers Llc	7,540	21,949	43.42	14,409	61.28	52.33
Aspiriant, Llc	6,303	6,303	43.47	0		0.00
Truist Financial Corp	5,759	20,740	43.39	14,981	61.28	38.44
Magnolia Capital Management Ltd	2,700	8,560	43.46	5,860	61.26	46.08
Newbridge Financial Services Group, Inc.	959	2,981	43.27	2,022	61.33	47.43
Wedbush Securities Inc	516	7,239	43.38	6,723	61.28	7.68
Washburn Capital Management, Inc.	200	7,750	43.35	7,550	61.32	2.65
Heartwood Wealth Advisors LLC	177	30,043	43.40	29,866	61.27	0.59
GPS Wealth Strategies Group, LLC	104	160	43.75	56	53.57	185.71
Money Concepts Capital Corp	96	196	45.92	100	60.00	96.00
Cooper Financial Group	13	5,976	43.34	5,963	61.21	0.22
Global Retirement Partners, LLC	10	10,707	43.43	10,697	52.07	0.09

Recent Quarter 15 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Harel Insurance Investments & Financial Services Ltd.	2,176,000	945,500	43.40	3,121,500	61.29	-69.71
OWLSX - Old Westbury Large Cap Strategies Fund	1,350,000	1,718,200	56.21	3,068,200	41.72	-44.00
Cambridge Investment Research Advisors, Inc.	169,333	21,413	43.38	190,746	61.29	-88.77
Commonwealth Equity Services, Llc	64,147	191,483	43.40	255,630	61.29	-25.09
Ayalon Holdings Ltd.	16,630	14,470	43.40	31,100	61.29	-53.47
Calton & Associates, Inc.	12,094	9,711	43.35	21,805	61.27	-55.46
Cumberland Advisors Inc	4,480	52,525	43.41	57,005	61.29	-7.86
180 Wealth Advisors, Llc	3,316	9,885	43.60	13,201	65.68	-25.12
Lakeview Capital Partners, LLC	1,700	200	45.00	1,900	61.05	-89.47
FOCUS Wealth Advisors, LLC	915	79,157	43.39	80,072	61.29	-1.14
ARS Investment Partners, LLC	581	49,312	43.40	49,893	61.29	-1.16
Hengehold Capital Management Llc	400	6,242	43.42	6,642	61.28	-6.02
Spire Wealth Management	331	200	45.00	531	62.15	-62.34
Capital Investment Advisory Services, LLC	43	572	43.71	615	61.79	-6.99
E&G Advisors, LP	10	12,091	43.42	12,101	61.32	-0.08

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Cowen And Company, Llc	0
Prelude Capital Management, Llc	0

Recent Quarter 3 Previous Institutes closed Call Positions

Name	Previous Calls
Public Sector Pension Investment Board	0
Soros Capital Management Llc	0
CenterStar Asset Management, 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 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Graham Capital Management, L.P.	375,000	500,000	125,000	300.00

Recent Quarter 1 Institutes Increased Short Positions

Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

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 2 New Institutes added position

Name	Shares	PPS
Investors Research Corp	84	47.62
Bogart Wealth, LLC	5

Past Week 6 Institutes closed out their positions

Name	Shares	PPS
SOL Capital Management CO	4,400	61.36
Geneva Partners, LLC	3,334	61.19
Regions Financial Corp	3,605	61.30
Goldstream Capital Management Ltd	5,110	61.25
Gemmer Asset Management LLC	125	56.00
Secure Asset Management, LLC	6,994	61.34

Past Week 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LS Investment Advisors, LLC	215,113	43.40	9,635	61.34
Fortem Financial Group, Llc	102,072	43.40	40,455	61.28
Cumberland Advisors Inc	52,525	43.41	57,005	61.29
Heartwood Wealth Advisors LLC	30,043	43.40	29,866	61.27
Wealthfront Advisers Llc	21,949	43.42	14,409	61.28
Truist Financial Corp	20,740	43.39	14,981	61.28
Wedbush Securities Inc	7,239	43.38	6,723	61.28
Hengehold Capital Management Llc	6,242	43.42	6,642	61.28
Altium Wealth Management LLC	5,122	43.34	5,122	61.30
Canton Hathaway, LLC	4,733	43.31	4,733	61.27
Capital Investment Advisory Services, LLC	572	43.71	615	61.79
Spire Wealth Management	200	45.00	531	62.15
Endurance Wealth Management, Inc.	57	35.09	57	52.63

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Aspiriant, Llc	6,303	43.47	0

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
LS Investment Advisors, LLC	205,478	215,113	43.40	9,635	61.34	2132.62
Fortem Financial Group, Llc	61,617	102,072	43.40	40,455	61.28	152.31
Wealthfront Advisers Llc	7,540	21,949	43.42	14,409	61.28	52.33
Aspiriant, Llc	6,303	6,303	43.47	0		0.00
Truist Financial Corp	5,759	20,740	43.39	14,981	61.28	38.44
Wedbush Securities Inc	516	7,239	43.38	6,723	61.28	7.68
Heartwood Wealth Advisors LLC	177	30,043	43.40	29,866	61.27	0.59

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cumberland Advisors Inc	4,480	52,525	43.41	57,005	61.29	-7.86
Hengehold Capital Management Llc	400	6,242	43.42	6,642	61.28	-6.02
Spire Wealth Management	331	200	45.00	531	62.15	-62.34
Capital Investment Advisory Services, LLC	43	572	43.71	615	61.79	-6.99

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Lakeview Capital Partners, LLC	1,900

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