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 161 48.00 49.51 48.47
Previous Quarter 160 429.00 49.52 61.53

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 5 31 21 0 11 8
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 1 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 2 1 8 0 5 2
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 1 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
Morgan Stanley 2,293,877 49.52
Bank Of America Corp /de/ 883,894 49.52
UBS Group AG 822,696 49.52
LPL Financial LLC 764,203 49.52
Brookstone Capital Management 514,987 43.08
Royal Bank Of Canada 458,895 49.52
Ameriprise Financial Inc 314,165 49.48
Ashford Capital Management Inc 232,798 49.52
Raymond James Financial Services Advisors, Inc. 201,124 49.52
Advisor Group Holdings, Inc. 173,761 49.22
Jane Street Group, Llc 169,420 49.52
Private Advisor Group, LLC 167,918 42.68
Iron Horse Wealth Management, LLC 155,909 49.52
Truadvice, LLC 155,495 46.89
Cavalier Investments, LLC 151,824 49.52
Old Mission Capital Llc 137,683 49.52
Commonwealth Equity Services, Llc 136,596 42.67
Raymond James & Associates 130,823 49.52
Stifel Financial Corp 126,204 49.52
Blue Chip Partners, Inc. 116,823 49.52

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
Morgan Stanley 2,293,877 49.52
Bank Of America Corp /de/ 883,894 49.52
UBS Group AG 822,696 49.52
LPL Financial LLC 764,203 49.52
Royal Bank Of Canada 458,895 49.52
Brookstone Capital Management 434,846 49.36
Ameriprise Financial Inc 314,165 49.48
Ashford Capital Management Inc 232,798 49.52
Raymond James Financial Services Advisors, Inc. 201,124 49.52
Advisor Group Holdings, Inc. 173,761 49.22
Jane Street Group, Llc 169,420 49.52
Iron Horse Wealth Management, LLC 155,909 49.52
Truadvice, LLC 155,495 46.89
Cavalier Investments, LLC 151,824 49.52
Private Advisor Group, LLC 145,835 49.52
Old Mission Capital Llc 137,683 49.52
Raymond James & Associates 130,823 49.52
Stifel Financial Corp 126,204 49.52
Blue Chip Partners, Inc. 116,823 49.52
Hamilton Wealth, LLC 110,847 49.52

 

Recent Quarter Analysis

Name Shares PPS
Atlantic Union Bankshares Corp 35,440 42.69
Flaharty Asset Management, LLC 14,141 42.71
Brandywine Oak Private Wealth Llc 6,736 42.61
ACG Wealth 1,303 42.98
Sugarloaf Wealth Management, LLC 102 39.22
Name Shares PPS
IFP Advisors, Inc 105,287 50.55
Citadel Advisors Llc 24,300 49.51
Ameritas Investment Corp 16,186 0.06
Herold Advisors, Inc. 2,500 49520.00
Money Concepts Capital Corp 600 50.00
Koshinski Asset Management, Inc. 158 50.63
Sequoia Financial Advisors, LLC
Advisor Resource Council
Goldman Sachs Group Inc
Fsb Premier Wealth Management, Inc.
HighTower Advisors, LLC
Creative Financial Designs Inc /adv
Lincoln National Corp
Fmr Llc
DCM Advisors, LLC
Advisory Services Network, LLC
King Luther Capital Management Corp
Bessemer Group Inc
Capital CS Group, LLC
SG Americas Securities, LLC
CoreCap Advisors, LLC
Wagner Wealth Management, Llc
Thrivent Financial For Lutherans
Simplex Trading, Llc
Horizon Financial Services, Llc
Carroll Financial Associates, Inc.
Old Second National Bank Of Aurora
Proequities, Inc.
Csenge Advisory Group
Fifth Third Bancorp
Cordasco Financial Network
Name Current Shares Current PPS Previous Shares Previous PPS
Brookstone Capital Management 514,987 43.08 434,846 49.36
Private Advisor Group, LLC 167,918 42.68 145,835 49.52
Commonwealth Equity Services, Llc 136,596 42.67 83,085 49.52
Gofen & Glossberg Llc /il/ 84,279 42.68 59,328 49.52
Castle Rock Wealth Management, LLC 77,301 43.00 90,982 49.20
Cambridge Investment Research Advisors, Inc. 74,828 42.68 81,596 49.52
McAdam, LLC 49,440 42.68 55,265 49.53
DALT - Anfield Capital Diversified Alternatives ETF 44,223 46.60 40,028 48.84
Trinity Legacy Partners, LLC 38,124 43.04 36,286 49.52
Great Valley Advisor Group, Inc. 27,279 42.67 9,062 49.55
Wedbush Securities Inc 23,884 42.66 18,560 49.52
Flagship Harbor Advisors, Llc 19,749 42.69 54,960 49.53
Stratos Wealth Partners, LTD. 16,938 42.69 12,877 49.55
Truist Financial Corp 12,739 42.70 9,906 49.57
Hamilton Wealth, LLC 7,785 42.65 110,847 49.52
AdvisorNet Financial, Inc 6,820 42.67 1,309 49.66
Western Wealth Management, LLC 6,279 42.52 8,902 49.43
Geneos Wealth Management Inc. 3,712 42.83 4,000 49.50
RWM Asset Management, LLC 2,231 42.58 3,031 49.49
Capital Investment Advisory Services, LLC 1,691 42.58 1,691 49.67
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 80,141 514,987 43.08 434,846 49.36 18.43
Commonwealth Equity Services, Llc 53,511 136,596 42.67 83,085 49.52 64.41
Gofen & Glossberg Llc /il/ 24,951 84,279 42.68 59,328 49.52 42.06
Private Advisor Group, LLC 22,083 167,918 42.68 145,835 49.52 15.14
Great Valley Advisor Group, Inc. 18,217 27,279 42.67 9,062 49.55 201.03
AdvisorNet Financial, Inc 5,511 6,820 42.67 1,309 49.66 421.01
Wedbush Securities Inc 5,324 23,884 42.66 18,560 49.52 28.69
DALT - Anfield Capital Diversified Alternatives ETF 4,195 44,223 46.60 40,028 48.84 10.48
Stratos Wealth Partners, LTD. 4,061 16,938 42.69 12,877 49.55 31.54
Truist Financial Corp 2,833 12,739 42.70 9,906 49.57 28.60
Trinity Legacy Partners, LLC 1,838 38,124 43.04 36,286 49.52 5.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Hamilton Wealth, LLC 103,062 7,785 42.65 110,847 49.52 -92.98
Flagship Harbor Advisors, Llc 35,211 19,749 42.69 54,960 49.53 -64.07
Castle Rock Wealth Management, LLC 13,681 77,301 43.00 90,982 49.20 -15.04
Cambridge Investment Research Advisors, Inc. 6,768 74,828 42.68 81,596 49.52 -8.29
McAdam, LLC 5,825 49,440 42.68 55,265 49.53 -10.54
Western Wealth Management, LLC 2,623 6,279 42.52 8,902 49.43 -29.47
RWM Asset Management, LLC 800 2,231 42.58 3,031 49.49 -26.39
Geneos Wealth Management Inc. 288 3,712 42.83 4,000 49.50 -7.20
Name Current Puts
Name Current Calls
Belvedere Trading LLC 12,500
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
Atlantic Union Bankshares Corp 35,440 42.69
Brandywine Oak Private Wealth Llc 6,736 42.61
Name Shares PPS
Money Concepts Capital Corp 600 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 136,596 42.67 83,085 49.52
Great Valley Advisor Group, Inc. 27,279 42.67 9,062 49.55
Wedbush Securities Inc 23,884 42.66 18,560 49.52
Stratos Wealth Partners, LTD. 16,938 42.69 12,877 49.55
Truist Financial Corp 12,739 42.70 9,906 49.57
Western Wealth Management, LLC 6,279 42.52 8,902 49.43
Geneos Wealth Management Inc. 3,712 42.83 4,000 49.50
Capital Investment Advisory Services, LLC 1,691 42.58 1,691 49.67
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 53,511 136,596 42.67 83,085 49.52 64.41
Great Valley Advisor Group, Inc. 18,217 27,279 42.67 9,062 49.55 201.03
Wedbush Securities Inc 5,324 23,884 42.66 18,560 49.52 28.69
Stratos Wealth Partners, LTD. 4,061 16,938 42.69 12,877 49.55 31.54
Truist Financial Corp 2,833 12,739 42.70 9,906 49.57 28.60
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Western Wealth Management, LLC 2,623 6,279 42.52 8,902 49.43 -29.47
Geneos Wealth Management Inc. 288 3,712 42.83 4,000 49.50 -7.20
Name Current Puts
Name Current Calls
Belvedere Trading LLC 12,500
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