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 87 130.00 132.59 131.72
Previous Quarter 91 133.00 132.59 132.71

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 2 25 5 0 1 1
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 4 4 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
Atlas Financial Advisors, Inc. 130,324 132.59
GenWealth Group, Inc. 121,948 132.59
Bank Of America Corp /de/ 111,251 132.59
Jane Street Group, Llc 88,118 132.59
Wells Fargo & Company/mn 82,834 132.59
Toroso Investments, LLC 69,532 132.59
Ambassador Advisors, LLC 63,897 132.59
R.P. Boggs & Co. 63,384 132.59
LPL Financial LLC 44,002 132.58
Morgan Stanley 43,219 132.58
Citadel Advisors Llc 41,708 132.59
Paragon Advisors, LLC 41,477 132.58
Susquehanna International Group, Llp 36,500 132.60
Merriman Wealth Management, LLC 35,000 132.60
Altfest L J & Co Inc 23,316 132.57
Flow Traders U.s. Llc 18,618 132.61
Centric Wealth Management 16,905 108.37
Bridge Advisory, LLC 15,843 108.00
Bank Of Nova Scotia 14,525 132.60
Global Endowment Management, LP 12,000 132.58

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
Atlas Financial Advisors, Inc. 130,324 132.59
GenWealth Group, Inc. 121,948 132.59
Bank Of America Corp /de/ 111,251 132.59
Jane Street Group, Llc 88,118 132.59
Wells Fargo & Company/mn 82,834 132.59
Toroso Investments, LLC 69,532 132.59
Bridge Advisory, LLC 65,676 132.59
Ambassador Advisors, LLC 63,897 132.59
R.P. Boggs & Co. 63,384 132.59
LPL Financial LLC 44,002 132.58
Morgan Stanley 43,219 132.58
Citadel Advisors Llc 41,708 132.59
Paragon Advisors, LLC 41,477 132.58
Susquehanna International Group, Llp 36,500 132.60
Merriman Wealth Management, LLC 35,000 132.60
Cambridge Investment Research Advisors, Inc. 24,515 132.57
Altfest L J & Co Inc 23,316 132.57
Flow Traders U.s. Llc 18,618 132.61
Centric Wealth Management 15,663 132.61
Bank Of Nova Scotia 14,525 132.60

 

Recent Quarter Analysis

Name Shares PPS
Farmer Steven Patrick 5,000 108.40
Confluence Investment Management Llc 5,000 108.40
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 24,515 132.57
IFP Advisors, Inc 6,962 153.40
RHS Financial, LLC 1,620 132.72
Danda Trouve Investment Management, Inc. 258 131.78
Koshinski Asset Management, Inc. 166 132.53
Parallel Advisors, LLC 24 125.00
Hsbc Holdings Plc
Cetera Investment Advisers
Ballew Advisors, Inc
Foundations Investment Advisors, LLC
Ausdal Financial Partners, Inc.
Integrated Wealth Concepts LLC
Old Mission Capital Llc
Phoenix Wealth Advisors
Barclays Plc
Eaton Vance Management
Proequities, Inc.
Invesco Ltd.
Cutler Group LP
Hilltop Holdings Inc.
J.w. Cole Advisors, Inc.
Jpmorgan Chase & Co
Simplex Trading, Llc
Cutler Group LP
Northwestern Mutual Wealth Management Co
Name Current Shares Current PPS Previous Shares Previous PPS
Centric Wealth Management 16,905 108.37 15,663 132.61
Bridge Advisory, LLC 15,843 108.00 65,676 132.59
Cordasco Financial Network 430 109.30 430 132.56
Allworth Financial LP 220 109.09 220 131.82
Avondale Wealth Management 22 90.91 22 136.36
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Centric Wealth Management 1,242 16,905 108.37 15,663 132.61 7.93
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bridge Advisory, LLC 49,833 15,843 108.00 65,676 132.59 -75.88
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Cutler Group LP 0
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
Confluence Investment Management Llc 5,000 108.40
Name Shares PPS
Koshinski Asset Management, Inc. 166 132.53
Danda Trouve Investment Management, Inc. 258 131.78
RHS Financial, LLC 1,620 132.72
Cambridge Investment Research Advisors, Inc. 24,515 132.57
Name Current Shares Current PPS Previous Shares Previous PPS
Bridge Advisory, LLC 15,843 108.00 65,676 132.59
Cordasco Financial Network 430 109.30 430 132.56
Allworth Financial LP 220 109.09 220 131.82
Avondale Wealth Management 22 90.91 22 136.36
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
Bridge Advisory, LLC 49,833 15,843 108.00 65,676 132.59 -75.88
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