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 99 45.00 45.27 45.11
Previous Quarter 115 44.00 45.27 44.43

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 2 44 5 0 2 1
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 2 2 2 0 1 1
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 514,628 45.27
Goldman Sachs Group Inc 507,917 45.27
Bank Of America Corp /de/ 180,696 45.27
LPL Financial LLC 91,924 45.27
Royal Bank Of Canada 61,879 45.28
Jpmorgan Chase & Co 60,339 45.26
Pnc Financial Services Group, Inc. 54,049 45.27
MAI Capital Management 51,331 42.00
Wharton Business Group, LLC 50,210 45.27
Fullerton Fund Management Co Ltd 48,627 45.26
First Citizens Bank & Trust Co 48,330 45.27
Envestnet Asset Management Inc 42,844 45.28
Private Advisor Group, LLC 41,781 46.15
Wells Fargo & Company/mn 39,709 45.28
Susquehanna International Group, Llp 36,857 45.28
UBS Group AG 31,160 45.28
Lionsbridge Wealth Management LLC 28,511 45.28
Susquehanna International Group, Llp 16,700 45.27
AE Wealth Management LLC 16,476 45.28
Ameritas Advisory Services, LLC 14,598 45.28

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 514,628 45.27
Goldman Sachs Group Inc 507,917 45.27
Bank Of America Corp /de/ 180,696 45.27
LPL Financial LLC 91,924 45.27
Royal Bank Of Canada 61,879 45.28
Jpmorgan Chase & Co 60,339 45.26
Pnc Financial Services Group, Inc. 54,049 45.27
Hochman Cole Investment Advisors, Inc. 52,630 47.44
MAI Capital Management 52,287 45.27
Wharton Business Group, LLC 50,210 45.27
Fullerton Fund Management Co Ltd 48,627 45.26
First Citizens Bank & Trust Co 48,330 45.27
Envestnet Asset Management Inc 42,844 45.28
Private Advisor Group, LLC 41,781 46.15
Wells Fargo & Company/mn 39,709 45.28
Susquehanna International Group, Llp 36,857 45.28
UBS Group AG 31,160 45.28
Moors & Cabot, Inc. 30,000 1.03
Lionsbridge Wealth Management LLC 28,511 45.28
Susquehanna International Group, Llp 16,700 45.27

 

Recent Quarter Analysis

Name Shares PPS
Spire Wealth Management 240 41.67
Urban Wealth Management, LLC 55 36.36
Name Shares PPS
Hochman Cole Investment Advisors, Inc. 52,630 47.44
Moors & Cabot, Inc. 30,000 1.03
Ameritas Investment Corp 11,369 0.09
Citadel Advisors Llc 9,200 45.22
Money Concepts Capital Corp 1,312 44.97
Wealth Quarterback LLC 1,054
Sonora Investment Management, LLC 200 45.00
PSI Advisors, LLC 150 46.67
IFP Advisors, Inc 150 46.67
CX Institutional
Centaurus Financial, Inc.
Oppenheimer & Co Inc
Professional Financial Advisors, LLC
Altavista Wealth Management, Inc.
Rockbridge Investment Management, LCC
Capital Analysts, Inc.
Aptus Capital Advisors, LLC
FourThought Financial, LLC
Fwl Investment Management, Llc
Stifel Financial Corp
Eaton Vance Management
Fortis Capital Management LLC
Snowden Capital Advisors LLC
Optimum Investment Advisors
Advisory Services Network, LLC
Enterprise Financial Services Corp
Ambassador Advisors, LLC
Tocqueville Asset Management L.p.
Huntington National Bank
Truist Financial Corp
Flow Traders U.s. Llc
Intercontinental Wealth Advisors, LLC
IMC-Chicago, LLC
HighTower Advisors, LLC
Arkadios Wealth Advisors
Salem Investment Counselors Inc
Capital Asset Advisory Services LLC
Tower Research Capital LLC (TRC)
Richwood Investment Advisors, LLC
Bank Hapoalim Bm
Marshall Wace, Llp
Blair William & Co/il
Bogart Wealth, LLC
CoreCap Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
MAI Capital Management 51,331 42.00 52,287 45.27
Cambridge Investment Research Advisors, Inc. 5,423 42.04 5,418 45.22
Commonwealth Equity Services, Llc 4,753 41.87 4,641 45.25
Allworth Financial LP 940 41.49 940 45.74
First National Bank of South Miami 840 41.67 840 45.24
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 112 4,753 41.87 4,641 45.25 2.41
Cambridge Investment Research Advisors, Inc. 5 5,423 42.04 5,418 45.22 0.09
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
MAI Capital Management 956 51,331 42.00 52,287 45.27 -1.83
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
Spire Wealth Management 240 41.67
Urban Wealth Management, LLC 55 36.36
Name Shares PPS
Money Concepts Capital Corp 1,312 44.97
PSI Advisors, LLC 150 46.67
Name Current Shares Current PPS Previous Shares Previous PPS
MAI Capital Management 51,331 42.00 52,287 45.27
Commonwealth Equity Services, Llc 4,753 41.87 4,641 45.25
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 112 4,753 41.87 4,641 45.25 2.41
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
MAI Capital Management 956 51,331 42.00 52,287 45.27 -1.83
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