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 54 88.00 92.70 85.03
Previous Quarter 59 89.00 92.72 85.21

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 20 4 0 0 2
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 1 3 0 0 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
Waldron Private Wealth LLC 49,518 92.71
Morgan Stanley 34,627 92.70
LPL Financial LLC 27,600 92.72
IMC-Chicago, LLC 26,904 92.74
Farmers & Merchants Trust Co of Chambersburg PA 26,656 0.08
Goldman Sachs Group Inc 22,967 92.74
Susquehanna International Group, Llp 22,938 92.73
Commonwealth Equity Services, Llc 22,239 92.72
Raymond James & Associates 21,282 92.71
Liberty One Investment Management, Llc 13,110 92.75
UBS Group AG 7,811 92.69
Bank Of America Corp /de/ 7,006 92.63
Tower Research Capital LLC (TRC) 6,047 92.77
Advisors Capital Management, LLC 5,743 92.81
Jpmorgan Chase & Co 5,075 92.81
Citadel Advisors Llc 4,798 92.75
Pacific Sun Financial Corp 3,480 92.82
Ameritas Advisory Services, LLC 3,203 92.73
First Republic Investment Management, Inc. 3,086 92.68
Advisor Group Holdings, Inc. 2,383 92.74

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
Waldron Private Wealth LLC 49,518 92.71
Morgan Stanley 34,627 92.70
LPL Financial LLC 27,600 92.72
IMC-Chicago, LLC 26,904 92.74
Farmers & Merchants Trust Co of Chambersburg PA 26,656 0.08
Goldman Sachs Group Inc 22,967 92.74
Susquehanna International Group, Llp 22,938 92.73
Commonwealth Equity Services, Llc 22,239 92.72
Raymond James & Associates 21,282 92.71
Liberty One Investment Management, Llc 13,110 92.75
UBS Group AG 7,811 92.69
Bank Of America Corp /de/ 7,006 92.63
Tower Research Capital LLC (TRC) 6,047 92.77
Advisors Capital Management, LLC 5,743 92.81
Jpmorgan Chase & Co 5,075 92.81
Citadel Advisors Llc 4,798 92.75
Ameritas Investment Corp 4,112
Pacific Sun Financial Corp 3,480 92.82
Ameritas Advisory Services, LLC 3,203 92.73
First Republic Investment Management, Inc. 3,086 92.68

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Ameritas Investment Corp 4,112
Private Advisor Group, LLC 2,271 92.91
Parallel Advisors, LLC 350 94.29
Cetera Advisor Networks LLC
Aptus Capital Advisors, LLC
Cambridge Investment Research Advisors, Inc.
Citigroup Inc
SRS Capital Advisors, Inc.
Jacobi Capital Management LLC
Simmons Bank
Assetmark, Inc
Cetera Advisors LLC
Arkadios Wealth Advisors
Geneos Wealth Management Inc.
Capital Asset Advisory Services LLC
Pathstone Family Office, Llc
Gladstone Institutional Advisory LLC
Stifel Financial Corp
Institutional & Family Asset Management, Llc
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
City Holding Co 2,205 77.55 2,435 92.81
Global Retirement Partners, LLC 300 76.67 300 80.00
Sargent Bickham Lagudis LLC 188 74.47 215 93.02
Newbridge Financial Services Group, Inc. 78 76.92 78 89.74
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
City Holding Co 230 2,205 77.55 2,435 92.81 -9.45
Sargent Bickham Lagudis LLC 27 188 74.47 215 93.02 -12.56
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
Private Advisor Group, LLC 2,271 92.91
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 300 76.67 300 80.00
Sargent Bickham Lagudis LLC 188 74.47 215 93.02
Newbridge Financial Services Group, Inc. 78 76.92 78 89.74
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
Sargent Bickham Lagudis LLC 27 188 74.47 215 93.02 -12.56
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