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 119 190.00 147.34 173.06
Previous Quarter 124 191.00 147.35 175.50

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 0 36 4 0 0 3
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 0 4 0 0 3
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
Goldman Sachs Group Inc 204,963 147.35
Jpmorgan Chase & Co 65,477 147.35
LPL Financial LLC 65,212 147.35
Bank Of America Corp /de/ 62,175 147.34
McGuire Investment Group, LLC 55,250 110.97
Morgan Stanley 54,479 147.34
J.w. Cole Advisors, Inc. 45,853
UBS Group AG 34,095 147.35
Level Four Advisory Services, Llc 23,474 147.35
Snowden Capital Advisors LLC 21,334 147.32
Ieq Capital, Llc 20,777 147.33
Wells Fargo & Company/mn 18,385 147.35
HighTower Advisors, LLC 17,260 147.28
Susquehanna International Group, Llp 15,367 147.33
Ameriprise Financial Inc 14,504 147.34
Old Mission Capital Llc 13,494 147.32
Envestnet Asset Management Inc 12,688 147.38
Stifel Financial Corp 12,271 147.34
Fort Point Capital Partners LLC 10,931 147.38
Tiedemann Advisors, Llc 10,000 147.40

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
Goldman Sachs Group Inc 204,963 147.35
Jpmorgan Chase & Co 65,477 147.35
LPL Financial LLC 65,212 147.35
Bank Of America Corp /de/ 62,175 147.34
McGuire Investment Group, LLC 55,524 147.34
Morgan Stanley 54,479 147.34
J.w. Cole Advisors, Inc. 45,853
UBS Group AG 34,095 147.35
Level Four Advisory Services, Llc 23,474 147.35
Snowden Capital Advisors LLC 21,334 147.32
Ieq Capital, Llc 20,777 147.33
Wells Fargo & Company/mn 18,385 147.35
HighTower Advisors, LLC 17,260 147.28
Susquehanna International Group, Llp 15,367 147.33
Ameriprise Financial Inc 14,504 147.34
Old Mission Capital Llc 13,494 147.32
Envestnet Asset Management Inc 12,688 147.38
Stifel Financial Corp 12,271 147.34
Fort Point Capital Partners LLC 10,931 147.38
Tiedemann Advisors, Llc 10,000 147.40

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
IFP Advisors, Inc 1,245 167.07
Parallel Advisors, LLC 95 147.37
Jane Street Group, Llc
Great Valley Advisor Group, Inc.
Laurel Wealth Advisors LLC
Aspire Private Capital, LLC
Huntington National Bank
Gerber Kawasaki Wealth & Investment Management
Truvestments Capital Llc
Csenge Advisory Group
CoreCap Advisors, LLC
Beaumont Capital Management, LLC
Tfo-tdc, Llc
Caerus Investment Advisors, LLC
Change Path, LLC
FinTrust Capital Advisors, LLC
Collective Family Office Llc
Hudock, Inc.
Cwm, Llc
Sterling Manor Financial, LLC
Orion Capital Management LLC
Theory Financial Llc
Brookstone Capital Management
Telemus Capital, Llc
Aveo Capital Partners, LLC
Arkadios Wealth Advisors
Barclays Plc
Beaumont Financial Partners, LLC
Fifth Third Bancorp
Corbenic Partners LLC
Stephens Inc /ar/
Capital Financial Planning, LLC
Peterson Wealth Management
AE Wealth Management LLC
Allred Capital Management, LLC
Allegheny Financial Group LTD
Name Current Shares Current PPS Previous Shares Previous PPS
McGuire Investment Group, LLC 55,250 110.97 55,524 147.34
Cambridge Investment Research Advisors, Inc. 4,225 111.01 4,687 147.43
Newbridge Financial Services Group, Inc. 691 111.43 691 147.61
RWM Asset Management, LLC 206 111.65 873 147.77
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
RWM Asset Management, LLC 667 206 111.65 873 147.77 -76.40
Cambridge Investment Research Advisors, Inc. 462 4,225 111.01 4,687 147.43 -9.86
McGuire Investment Group, LLC 274 55,250 110.97 55,524 147.34 -0.49
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
McGuire Investment Group, LLC 55,250 110.97 55,524 147.34
Cambridge Investment Research Advisors, Inc. 4,225 111.01 4,687 147.43
Newbridge Financial Services Group, Inc. 691 111.43 691 147.61
RWM Asset Management, LLC 206 111.65 873 147.77
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
RWM Asset Management, LLC 667 206 111.65 873 147.77 -76.40
Cambridge Investment Research Advisors, Inc. 462 4,225 111.01 4,687 147.43 -9.86
McGuire Investment Group, LLC 274 55,250 110.97 55,524 147.34 -0.49
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