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	225	NaN	0.00	193.43
Previous Quarter	235	NaN	0.00	204.27

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	4	63	31	0	10	11
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	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	3	4	17	0	6	4
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
Bank Of America Corp /de/	233,285	207.45
LPL Financial LLC	215,613	207.45
Morgan Stanley	190,323	207.45
Harel Insurance Investments & Financial Services Ltd.	170,000	151.72
Goldman Sachs Group Inc	130,077	207.45
Adams Wealth Management	89,760	151.72
Pnc Financial Services Group, Inc.	88,974	207.44
First Interstate Bank	66,414	207.46
Raymond James & Associates	66,321	207.45
Wells Fargo & Company/mn	64,020	207.45
Ameriprise Financial Inc	63,776	207.46
Verity Asset Management, Inc.	62,287
UBS Group AG	50,523	207.45
Commonwealth Equity Services, Llc	48,650	151.72
Advisor Group Holdings, Inc.	42,258	198.59
McGuire Investment Group, LLC	42,035	151.73
Mml Investors Services, Llc	35,063	207.46
Envestnet Asset Management Inc	28,073	207.46
Chemung Canal Trust Co	27,219	151.73
Stephens Inc /ar/	25,356	207.45

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
Marks Wealth, LLC	244,225	207.45
Bank Of America Corp /de/	233,285	207.45
LPL Financial LLC	215,613	207.45
Morgan Stanley	190,323	207.45
Harel Insurance Investments & Financial Services Ltd.	170,000	207.45
Goldman Sachs Group Inc	130,077	207.45
Pnc Financial Services Group, Inc.	88,974	207.44
First Interstate Bank	66,414	207.46
Raymond James & Associates	66,321	207.45
Wells Fargo & Company/mn	64,020	207.45
Ameriprise Financial Inc	63,776	207.46
Verity Asset Management, Inc.	62,287
Chemung Canal Trust Co	62,069	207.45
UBS Group AG	50,523	207.45
Commonwealth Equity Services, Llc	48,928	207.45
Advisor Group Holdings, Inc.	42,258	198.59
McGuire Investment Group, LLC	42,231	207.45
Adams Wealth Management	39,957	207.45
Minichmacgregor Wealth Management, Llc	37,233	207.42
Mml Investors Services, Llc	35,063	207.46

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
Heritage Financial Services, LLC	150	146.67
Hexagon Capital Partners LLC	137	153.28
Tompkins Financial Corp	100	150.00
PSI Advisors, LLC	51	156.86

Recent Quarter 63 Institutes closed out their positions

Name	Shares	PPS
Marks Wealth, LLC	244,225	207.45
Minichmacgregor Wealth Management, Llc	37,233	207.42
HighTower Advisors, LLC	21,690	207.51
Moors & Cabot, Inc.	20,000	1.10
Financial Management Professionals, Inc.	10,931	207.48
Well Done, LLC	6,768	207.45
Stratos Wealth Partners, LTD.	2,093	207.36
Fulcrum Equity Management	2,060	207.28
Psagot Investment House Ltd.	1,756	198.18
Sigma Investment Counselors Inc	1,145	207.86
Heritage Wealth Management, Llc	662	197.89
Foresight Capital Management Advisors, Inc.	458	207.42
IFP Advisors, Inc	335	241.79
Koshinski Asset Management, Inc.	275	207.27
Carroll Financial Associates, Inc.
Signify Wealth
Banco Bilbao Vizcaya Argentaria, S.a.
ACG Wealth
WASHINGTON TRUST Co
Advisor Resource Council
Telemus Capital, Llc
SMI Advisory Services, LLC
Brookstone Capital Management
Arkadios Wealth Advisors
TRUE Private Wealth Advisors
Oppenheimer & Co Inc
Total Clarity Wealth Management, Inc.
Cutler Group LP
Golden State Wealth Management, LLC
Henrickson Nauta Wealth Advisors, Inc.
Weiss Strategic Interval Fund
Pvg Asset Management Corp
HBW Advisory Services LLC
Bank Of Montreal /can/
Moloney Securities Asset Management, LLC
Raymond James Trust N.a.
Retirement Planning Co of New England, Inc.
Townsend Asset Management Corp /nc/ /adv
Huntington National Bank
Miller Investment Management, LP
Ibex Wealth Advisors
Tfo-tdc, Llc
CoreCap Advisors, LLC
Jacobi Capital Management LLC
Simplex Trading, Llc
Healthcare Of Ontario Pension Plan Trust Fund
Paradigm Financial Partners, Llc
Barclays Plc
Cypress Capital Management LLC (WY)
Peterson Wealth Management
Change Path, LLC
Flagship Private Wealth, LLC
Woodard & Co Asset Management Group Inc /adv
Prudential Financial Inc
Juncture Wealth Strategies, Llc
Resources Investment Advisors, LLC.
Baird Financial Group, Inc.
ARGI Investment Services, LLC
Renaissance Technologies Llc
Win Advisors, Inc
Trilogy Capital Inc.
Colonial River Wealth Management, LLC
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares	221.40

Recent Quarter 31 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harel Insurance Investments & Financial Services Ltd.	170,000	151.72	170,000	207.45
Adams Wealth Management	89,760	151.72	39,957	207.45
Commonwealth Equity Services, Llc	48,650	151.72	48,928	207.45
McGuire Investment Group, LLC	42,035	151.73	42,231	207.45
Chemung Canal Trust Co	27,219	151.73	62,069	207.45
Flagship Harbor Advisors, Llc	24,435	151.71	6,779	207.41
Beaumont Asset Management, L.L.C.	19,767	151.72	19,547	207.45
Truist Financial Corp	15,470	151.71	14,476	207.45
Cambridge Investment Research Advisors, Inc.	13,850	151.70	15,318	207.47
Bogart Wealth, LLC	12,819	151.73	12,425	207.48
Money Concepts Capital Corp	11,020	146.01	12,679	207.43
Patton Albertson Miller Group, Llc	5,041	151.76	5,053	207.40
Great Valley Advisor Group, Inc.	4,341	151.81	5,744	207.52
Western Wealth Management, LLC	2,084	150.67	2,084	207.29
Murphy Capital Management Inc	2,040	151.47	2,540	207.09
Private Advisor Group, LLC	1,752	151.83	8,452	207.41
Secure Asset Management, LLC	1,572	152.04	1,570	207.64
Global Retirement Partners, LLC	1,512	151.46	1,510	166.23
Harbor Investment Advisory, Llc	1,486	151.41	1,486	207.27
Capital Market Strategies LLC	1,464	151.64	1,514	207.40

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Adams Wealth Management	49,803	89,760	151.72	39,957	207.45	124.64
Flagship Harbor Advisors, Llc	17,656	24,435	151.71	6,779	207.41	260.45
Truist Financial Corp	994	15,470	151.71	14,476	207.45	6.87
Bogart Wealth, LLC	394	12,819	151.73	12,425	207.48	3.17
SOA Wealth Advisors, LLC.	255	1,361	151.36	1,106	207.05	23.06
Beaumont Asset Management, L.L.C.	220	19,767	151.72	19,547	207.45	1.13
Global Retirement Partners, LLC	2	1,512	151.46	1,510	166.23	0.13
Secure Asset Management, LLC	2	1,572	152.04	1,570	207.64	0.13
North Star Investment Management Corp.	1	461	151.84	460	208.70	0.22
Newbridge Financial Services Group, Inc.	1	1,401	152.03	1,400	207.14	0.07

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Chemung Canal Trust Co	34,850	27,219	151.73	62,069	207.45	-56.15
Private Advisor Group, LLC	6,700	1,752	151.83	8,452	207.41	-79.27
Money Concepts Capital Corp	1,659	11,020	146.01	12,679	207.43	-13.08
Cambridge Investment Research Advisors, Inc.	1,468	13,850	151.70	15,318	207.47	-9.58
Great Valley Advisor Group, Inc.	1,403	4,341	151.81	5,744	207.52	-24.43
Murphy Capital Management Inc	500	2,040	151.47	2,540	207.09	-19.69
Commonwealth Equity Services, Llc	278	48,650	151.72	48,928	207.45	-0.57
McGuire Investment Group, LLC	196	42,035	151.73	42,231	207.45	-0.46
Capital Market Strategies LLC	50	1,464	151.64	1,514	207.40	-3.30
Patton Albertson Miller Group, Llc	12	5,041	151.76	5,053	207.40	-0.24
AdvisorNet Financial, Inc	7	427	152.22	434	207.37	-1.61

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 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 3 New Institutes added position

Name	Shares	PPS
Heritage Financial Services, LLC	150	146.67
Hexagon Capital Partners LLC	137	153.28
PSI Advisors, LLC	51	156.86

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Fulcrum Equity Management	2,060	207.28
Well Done, LLC	6,768	207.45
Marks Wealth, LLC	244,225	207.45
Stratos Wealth Partners, LTD.	2,093	207.36

Past Week 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harel Insurance Investments & Financial Services Ltd.	170,000	151.72	170,000	207.45
Adams Wealth Management	89,760	151.72	39,957	207.45
Commonwealth Equity Services, Llc	48,650	151.72	48,928	207.45
Beaumont Asset Management, L.L.C.	19,767	151.72	19,547	207.45
Truist Financial Corp	15,470	151.71	14,476	207.45
Bogart Wealth, LLC	12,819	151.73	12,425	207.48
Money Concepts Capital Corp	11,020	146.01	12,679	207.43
Patton Albertson Miller Group, Llc	5,041	151.76	5,053	207.40
Great Valley Advisor Group, Inc.	4,341	151.81	5,744	207.52
Western Wealth Management, LLC	2,084	150.67	2,084	207.29
Secure Asset Management, LLC	1,572	152.04	1,570	207.64
Harbor Investment Advisory, Llc	1,486	151.41	1,486	207.27
Sandy Spring Bank	1,063	151.46	1,063	207.90
North Star Investment Management Corp.	461	151.84	460	208.70
Spire Wealth Management	211	151.66	211	208.53
Geneos Wealth Management Inc.	194	144.33	194	206.19
Hartford Financial Management Inc.	55	145.45	55	200.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Adams Wealth Management	49,803	89,760	151.72	39,957	207.45	124.64
Truist Financial Corp	994	15,470	151.71	14,476	207.45	6.87
Bogart Wealth, LLC	394	12,819	151.73	12,425	207.48	3.17
Beaumont Asset Management, L.L.C.	220	19,767	151.72	19,547	207.45	1.13
Secure Asset Management, LLC	2	1,572	152.04	1,570	207.64	0.13
North Star Investment Management Corp.	1	461	151.84	460	208.70	0.22

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Concepts Capital Corp	1,659	11,020	146.01	12,679	207.43	-13.08
Great Valley Advisor Group, Inc.	1,403	4,341	151.81	5,744	207.52	-24.43
Commonwealth Equity Services, Llc	278	48,650	151.72	48,928	207.45	-0.57
Patton Albertson Miller Group, Llc	12	5,041	151.76	5,053	207.40	-0.24

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