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 288 57.00 59.04 44.17
Previous Quarter 298 58.00 59.04 44.41

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 3 67 21 0 10 8
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 1 5 19 0 9 8
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 150,000 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
Financial Engines Advisors L.L.C. 29,593,573 59.04
CFS Investment Advisory Services, LLC 14,174,261 0.10
HBK Sorce Advisory LLC 1,037,542 59.04
Bank Of America Corp /de/ 997,286 59.04
Brinker Capital Investments, LLC 981,117 59.04
Mirae Asset Global Investments Co., Ltd. 697,900 59.04
Wells Fargo & Company/mn 596,496 59.04
New England Private Wealth Advisors LLC 454,810 59.04
UBS Group AG 417,837 59.04
Morgan Stanley 407,688 59.04
Commonwealth Equity Services, Llc 392,498 59.04
Bank of New York Mellon Corp 371,581 59.04
NewEdge Wealth, LLC 341,363 59.04
Concord Wealth Partners 317,477 59.04
Destination Wealth Management 312,692 59.04
Sweet Financial Partners, LLC 223,775 59.04
Wealthcare Advisory Partners LLC 218,347 59.04
LPL Financial LLC 210,352 59.04
Royal Bank Of Canada 201,114 59.04
Ameriprise Financial Inc 200,592 59.01

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
Financial Engines Advisors L.L.C. 29,593,573 59.04
CFS Investment Advisory Services, LLC 14,174,261 0.10
HBK Sorce Advisory LLC 1,037,542 59.04
Bank Of America Corp /de/ 997,286 59.04
Brinker Capital Investments, LLC 981,117 59.04
Mirae Asset Global Investments Co., Ltd. 697,900 59.04
Wells Fargo & Company/mn 596,496 59.04
New England Private Wealth Advisors LLC 454,810 59.04
UBS Group AG 417,837 59.04
Morgan Stanley 407,688 59.04
Commonwealth Equity Services, Llc 392,498 59.04
Bank of New York Mellon Corp 371,581 59.04
NewEdge Wealth, LLC 341,363 59.04
Retirement Planning Group 337,416 59.04
Concord Wealth Partners 317,477 59.04
Destination Wealth Management 312,692 59.04
Sweet Financial Partners, LLC 223,775 59.04
Wealthcare Advisory Partners LLC 218,347 59.04
LPL Financial LLC 210,352 59.04
Royal Bank Of Canada 201,114 59.04

 

Recent Quarter Analysis

Name Shares PPS
BlackRock Inc. 150,000
VERITY Wealth Advisors 4,513 47.86
Wilshire Associates Inc 0
Name Shares PPS
Retirement Planning Group 337,416 59.04
CLERX - CLS Growth and Income Fund Class N 130,772 65.09
Foresight Capital Management Advisors, Inc. 36,001 59.03
Cascadia Advisory Services, LLC 33,829 62.73
Homrich & Berg 12,475 62.77
New Capital Management LP 11,309 59.07
IFP Advisors, Inc 5,758 65.65
Moseley Investment Management Inc 4,542 59.00
Gradient Investments LLC 950 58.95
Wealth Quarterback LLC 413
GoalVest Advisory LLC 229 61.14
Crestmont Private Wealth LLC 37 54.05
Lindbrook Capital, Llc
Belvedere Trading LLC
Janney Montgomery Scott LLC
Kalos Management, Inc.
Advisory Services Network, LLC
GWM Advisors LLC
Montag A & Associates Inc
Johnson Financial Group, LLC
Regal Investment Advisors LLC
Barometer Capital Management Inc.
Wolverine Trading, Llc
Better Money Decisions, LLC
Liberty Wealth Management Llc
Banco Santander, S.A.
Gerber Kawasaki Wealth & Investment Management
Assetmark, Inc
Sowell Financial Services LLC
Qube Research & Technologies Ltd
AlphaStar Capital Management, LLC
Jpmorgan Chase & Co
Arkadios Wealth Advisors
4J Wealth Management LLC
IAG Wealth Partners, LLC
Fifth Third Bancorp
Mutual Advisors, LLC
Renaissance Technologies Llc
TriaGen Wealth Management LLC
Strategic Wealth Advisors Group, LLC
Carroll Financial Associates, Inc.
Foundations Investment Advisors, LLC
Claudia M.p. Batlle, Crp (r) Llc
CoreCap Advisors, LLC
Prudential Financial Inc
Asset Dedication, LLC
Stifel Financial Corp
Eldridge Investment Advisors, Inc.
Tobias Financial Advisors, Inc.
Ade, Llc
TD Capital Management LLC
Parkside Financial Bank & Trust
Prudential Plc
Wolverine Trading, Llc
Ahl Investment Management, Inc.
Signet Financial Management, Llc
Vontobel Holding Ltd.
Flagship Private Wealth, LLC
D'Orazio & Associates, Inc.
Dynamic Advisor Solutions LLC
Advisor Resource Council
Parallel Advisors, LLC
DAVENPORT & Co LLC
Legacy CG, LLC
Parallel Advisors, LLC
Ironwood Financial, llc
Bank Julius Baer & Co. Ltd, Zurich
Name Current Shares Current PPS Previous Shares Previous PPS
Archford Capital Strategies, LLC 98,832 0.05 93,874 0.06
RWM Asset Management, LLC 73,742 47.92 70,384 59.03
Brookstone Capital Management 55,002 49.76 46,372 56.48
Orion Portfolio Solutions, LLC 36,958 47.92 37,320 59.03
Cambridge Investment Research Advisors, Inc. 35,990 47.93 38,558 59.03
Valley National Advisers Inc 25,903 49.80 24,260 59.03
Private Advisor Group, LLC 19,182 47.96 17,251 59.01
PFG Advisors 12,443 47.90 15,039 59.05
Wilson & Boucher Capital Management, LLC 10,946 47.96 11,246 59.04
Procyon Private Wealth Partners, LLC 10,015 47.93 71,036 59.04
HB Wealth Management, LLC 9,700 47.94 12,475 59.08
Raymond James Trust N.a. 5,611 47.94 5,991 59.09
Pinnacle Private Wealth, LLC 4,655 47.91 3,655 59.10
AdvisorNet Financial, Inc 3,195 47.89 1,185 59.07
Mascoma Wealth Management LLC 2,171 47.90 2,469 59.13
Global Retirement Partners, LLC 1,839 47.85 1,838 49.51
Covington Capital Management 725 48.28 725 59.31
Financial Management Professionals, Inc. 406 46.80 406 59.11
Newbridge Financial Services Group, Inc. 381 47.24 379 58.05
West Oak Capital, LLC 300 46.67 300 60.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Brookstone Capital Management 8,630 55,002 49.76 46,372 56.48 18.61
Archford Capital Strategies, LLC 4,958 98,832 0.05 93,874 0.06 5.28
RWM Asset Management, LLC 3,358 73,742 47.92 70,384 59.03 4.77
AdvisorNet Financial, Inc 2,010 3,195 47.89 1,185 59.07 169.62
Private Advisor Group, LLC 1,931 19,182 47.96 17,251 59.01 11.19
Valley National Advisers Inc 1,643 25,903 49.80 24,260 59.03 6.77
Pinnacle Private Wealth, LLC 1,000 4,655 47.91 3,655 59.10 27.36
Newbridge Financial Services Group, Inc. 2 381 47.24 379 58.05 0.53
Allworth Financial LP 1 168 47.62 167 59.88 0.60
Global Retirement Partners, LLC 1 1,839 47.85 1,838 49.51 0.05
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Procyon Private Wealth Partners, LLC 61,021 10,015 47.93 71,036 59.04 -85.90
HB Wealth Management, LLC 2,775 9,700 47.94 12,475 59.08 -22.24
PFG Advisors 2,596 12,443 47.90 15,039 59.05 -17.26
Cambridge Investment Research Advisors, Inc. 2,568 35,990 47.93 38,558 59.03 -6.66
Raymond James Trust N.a. 380 5,611 47.94 5,991 59.09 -6.34
Orion Portfolio Solutions, LLC 362 36,958 47.92 37,320 59.03 -0.97
Wilson & Boucher Capital Management, LLC 300 10,946 47.96 11,246 59.04 -2.67
Mascoma Wealth Management LLC 298 2,171 47.90 2,469 59.13 -12.07
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
VERITY Wealth Advisors 4,513 47.86
Name Shares PPS
Foresight Capital Management Advisors, Inc. 36,001 59.03
Crestmont Private Wealth LLC 37 54.05
Retirement Planning Group 337,416 59.04
Moseley Investment Management Inc 4,542 59.00
Gradient Investments LLC 950 58.95
Name Current Shares Current PPS Previous Shares Previous PPS
Archford Capital Strategies, LLC 98,832 0.05 93,874 0.06
RWM Asset Management, LLC 73,742 47.92 70,384 59.03
Brookstone Capital Management 55,002 49.76 46,372 56.48
Orion Portfolio Solutions, LLC 36,958 47.92 37,320 59.03
Cambridge Investment Research Advisors, Inc. 35,990 47.93 38,558 59.03
Valley National Advisers Inc 25,903 49.80 24,260 59.03
Private Advisor Group, LLC 19,182 47.96 17,251 59.01
PFG Advisors 12,443 47.90 15,039 59.05
Wilson & Boucher Capital Management, LLC 10,946 47.96 11,246 59.04
Procyon Private Wealth Partners, LLC 10,015 47.93 71,036 59.04
HB Wealth Management, LLC 9,700 47.94 12,475 59.08
Raymond James Trust N.a. 5,611 47.94 5,991 59.09
Pinnacle Private Wealth, LLC 4,655 47.91 3,655 59.10
Mascoma Wealth Management LLC 2,171 47.90 2,469 59.13
Global Retirement Partners, LLC 1,839 47.85 1,838 49.51
Financial Management Professionals, Inc. 406 46.80 406 59.11
Newbridge Financial Services Group, Inc. 381 47.24 379 58.05
West Oak Capital, LLC 300 46.67 300 60.00
Allworth Financial LP 168 47.62 167 59.88
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Brookstone Capital Management 8,630 55,002 49.76 46,372 56.48 18.61
Archford Capital Strategies, LLC 4,958 98,832 0.05 93,874 0.06 5.28
RWM Asset Management, LLC 3,358 73,742 47.92 70,384 59.03 4.77
Private Advisor Group, LLC 1,931 19,182 47.96 17,251 59.01 11.19
Valley National Advisers Inc 1,643 25,903 49.80 24,260 59.03 6.77
Pinnacle Private Wealth, LLC 1,000 4,655 47.91 3,655 59.10 27.36
Newbridge Financial Services Group, Inc. 2 381 47.24 379 58.05 0.53
Global Retirement Partners, LLC 1 1,839 47.85 1,838 49.51 0.05
Allworth Financial LP 1 168 47.62 167 59.88 0.60
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Procyon Private Wealth Partners, LLC 61,021 10,015 47.93 71,036 59.04 -85.90
HB Wealth Management, LLC 2,775 9,700 47.94 12,475 59.08 -22.24
PFG Advisors 2,596 12,443 47.90 15,039 59.05 -17.26
Cambridge Investment Research Advisors, Inc. 2,568 35,990 47.93 38,558 59.03 -6.66
Raymond James Trust N.a. 380 5,611 47.94 5,991 59.09 -6.34
Orion Portfolio Solutions, LLC 362 36,958 47.92 37,320 59.03 -0.97
Wilson & Boucher Capital Management, LLC 300 10,946 47.96 11,246 59.04 -2.67
Mascoma Wealth Management LLC 298 2,171 47.90 2,469 59.13 -12.07
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