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 148 88.00 89.06 88.42
Previous Quarter 164 88.00 89.06 88.44

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 70 3 0 1 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 1 3 3 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
Bank Of America Corp /de/ 5,859,145 89.06
Morgan Stanley 260,314 89.06
UBS Group AG 257,132 89.06
LPL Financial LLC 142,466 89.06
Raymond James Financial Services Advisors, Inc. 108,881 89.06
Wells Fargo & Company/mn 97,300 89.06
Cetera Advisors LLC 60,818 89.05
Royal Bank Of Canada 52,119 89.07
J.w. Cole Advisors, Inc. 51,157 0.59
Ameriprise Financial Inc 44,774 89.16
Theory Financial Llc 40,032 89.05
Advisor Group Holdings, Inc. 37,484 85.10
Nomura Asset Management Co Ltd 32,128 89.05
Jpmorgan Chase & Co 29,425 89.07
IMC-Chicago, LLC 29,107 89.05
Vestmark Advisory Solutions, Inc. 28,611 89.06
Qube Research & Technologies Ltd 20,286 89.08
Hollencrest Capital Management 16,536 89.08
Tower Research Capital LLC (TRC) 16,236 89.06
Jane Street Group, Llc 16,142 89.08

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
Bank Of America Corp /de/ 5,859,145 89.06
Morgan Stanley 260,314 89.06
UBS Group AG 257,132 89.06
LPL Financial LLC 142,466 89.06
Raymond James Financial Services Advisors, Inc. 108,881 89.06
Wells Fargo & Company/mn 97,300 89.06
Cetera Advisors LLC 60,818 89.05
Royal Bank Of Canada 52,119 89.07
J.w. Cole Advisors, Inc. 51,157 0.59
Ameriprise Financial Inc 44,774 89.16
Theory Financial Llc 40,032 89.05
Advisor Group Holdings, Inc. 37,484 85.10
CLACX - CLS Global Aggressive Equity Fund Class N Shares 37,000 90.78
Nomura Asset Management Co Ltd 32,128 89.05
Jpmorgan Chase & Co 29,425 89.07
IMC-Chicago, LLC 29,107 89.05
Vestmark Advisory Solutions, Inc. 28,611 89.06
Qube Research & Technologies Ltd 20,286 89.08
Hollencrest Capital Management 16,536 89.08
Tower Research Capital LLC (TRC) 16,236 89.06

 

Recent Quarter Analysis

Name Shares PPS
HighTower Advisors, LLC 10,737 88.94
AdvisorNet Financial, Inc 26 76.92
Mascoma Wealth Management LLC 5
Name Shares PPS
CLACX - CLS Global Aggressive Equity Fund Class N Shares 37,000 90.78
HighTower Advisors, LLC 10,737 88.94
Cambridge Investment Research Advisors, Inc. 7,552 89.12
Mid Atlantic Financial Management Inc/adv 3,995 86.61
Koshinski Asset Management, Inc. 450 88.89
Parallel Advisors, LLC 351 91.17
IFP Advisors, Inc 253 94.86
Carroll Financial Associates, Inc. 65 92.31
Rosenberg Matthew Hamilton 37 81.08
Mark Sheptoff Financial Planning, Llc
Signet Financial Management, Llc
Atria Investments Llc
Brinker Capital Investments, LLC
Transform Wealth, LLC
Sterling Manor Financial, LLC
FOCUS Wealth Advisors, LLC
Barclays Plc
WASHINGTON TRUST Co
Personal Wealth Partners
Baird Financial Group, Inc.
GWM Advisors LLC
Well Done, LLC
Pinnacle Financial Partners Inc
DB Wealth Management Group, LLC
Aspire Private Capital, LLC
Adviser Investments LLC
FDx Advisors, Inc.
Strategic Blueprint, LLC
Stratos Wealth Partners, LTD.
St. Johns Investment Management Company, LLC
Barometer Capital Management Inc.
Captrust Financial Advisors
Ford Financial Group, LLC
D'Orazio & Associates, Inc.
Bellwether Advisors, LLC
SkyView Investment Advisors, LLC
Retirement Planning Co of New England, Inc.
Fifth Third Bancorp
Concord Wealth Partners
Q3 Asset Management
Financial Management Professionals, Inc.
Financial Sense Advisors, Inc.
Proequities, Inc.
Moors & Cabot, Inc.
Simplex Trading, Llc
Snowden Capital Advisors LLC
Cwm, Llc
Advisory Services Network, LLC
Confluence Wealth Services, Inc.
Flow Traders U.s. Llc
Widmann Financial Services, Inc.
First Horizon Advisors, Inc.
Bank Hapoalim Bm
Arkadios Wealth Advisors
Patriot Financial Group Insurance Agency, LLC
HBW Advisory Services LLC
Pfs Investments Inc.
Jefferies Group LLC
Two Sigma Securities, Llc
Stelac Advisory Services LLC
RWM Asset Management, LLC
Us Bancorp \de\
Gerber Kawasaki Wealth & Investment Management
Bessemer Group Inc
Franklin Resources Inc
Win Advisors, Inc
Newbridge Financial Services Group, Inc.
Sage Advisory Services, Ltd.Co.
Huntington National Bank
CoreCap Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
B&D White Capital Company, LLC 3,223 67.64 3,215 88.96
Global Retirement Partners, LLC 166 66.27 166 72.29
Allworth Financial LP 36 55.56 111 90.09
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
B&D White Capital Company, LLC 8 3,223 67.64 3,215 88.96 0.25
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 75 36 55.56 111 90.09 -67.57
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
Mascoma Wealth Management LLC 5
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 7,552 89.12
Rosenberg Matthew Hamilton 37 81.08
Koshinski Asset Management, Inc. 450 88.89
Name Current Shares Current PPS Previous Shares Previous PPS
B&D White Capital Company, LLC 3,223 67.64 3,215 88.96
Global Retirement Partners, LLC 166 66.27 166 72.29
Allworth Financial LP 36 55.56 111 90.09
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
B&D White Capital Company, LLC 8 3,223 67.64 3,215 88.96 0.25
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 75 36 55.56 111 90.09 -67.57
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