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 297 11.00 11.81 11.58
Previous Quarter 324 12.00 11.82 11.73

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 68 66 1 18 14
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 1 33 1 13 6
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
Morgan Stanley 4,237,394 11.82
Royal Bank Of Canada 1,736,367 11.82
American Financial Advisors, LLC 1,330,883 11.82
Truadvice, LLC 1,023,347 11.16
LPL Financial LLC 1,022,223 11.82
Cambridge Investment Research Advisors, Inc. 919,552 10.84
Advisor Group Holdings, Inc. 800,363 12.03
Commonwealth Equity Services, Llc 729,733 10.84
J.w. Cole Advisors, Inc. 681,168 11.82
Cohen & Steers, Inc. 647,406 11.82
Cohen & Steers Closed-end Opportunity Fund, Inc. 647,406 11.82
Bank Of America Corp /de/ 647,109 11.82
Baird Financial Group, Inc. 610,624 11.82
Apollon Wealth Management, LLC 566,283 11.82
UBS Group AG 522,913 11.82
Raymond James & Associates 421,931 11.82
IHT Wealth Management, LLC 415,156 11.82
Advisory Services Network, LLC 371,486 11.82
First Heartland Consultants, Inc. 369,233 10.84
Janney Montgomery Scott LLC 360,707 11.82

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 4,237,394 11.82
Royal Bank Of Canada 1,736,367 11.82
American Financial Advisors, LLC 1,330,883 11.82
Truadvice, LLC 1,023,347 11.16
LPL Financial LLC 1,022,223 11.82
Cambridge Investment Research Advisors, Inc. 876,421 11.82
Advisor Group Holdings, Inc. 800,363 12.03
J.w. Cole Advisors, Inc. 681,168 11.82
Commonwealth Equity Services, Llc 656,286 11.82
Cohen & Steers Closed-end Opportunity Fund, Inc. 647,406 11.82
Cohen & Steers, Inc. 647,406 11.82
Bank Of America Corp /de/ 647,109 11.82
Baird Financial Group, Inc. 610,624 11.82
Apollon Wealth Management, LLC 566,283 11.82
UBS Group AG 522,913 11.82
Raymond James & Associates 421,931 11.82
IHT Wealth Management, LLC 415,156 11.82
Advisory Services Network, LLC 371,486 11.82
First Heartland Consultants, Inc. 369,035 11.82
Janney Montgomery Scott LLC 360,707 11.82

 

Recent Quarter Analysis

Name Shares PPS
Ritholtz Wealth Management 11,700 10.85
ACG Wealth 3,194 10.96
Trust Co Of Vermont 500 10.00
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 40,379 10.65
Congress Park Capital LLC 17,000 11.82
Carroll Financial Associates, Inc. 15,904 10.88
CAMG Solamere Management, LLC 10,500 10.67
Security National Trust Co 1,000 10.00
Sonora Investment Management, LLC 955 10.47
Bbva Usa 505 9.90
Wealth Quarterback LLC 295
Mission Wealth Management, Lp
Gradient Investments LLC
Phoenix Wealth Advisors
Goldman Sachs Group Inc
Dakota Wealth Management
A. D. Beadell Investment Counsel, Inc.
PRW Wealth Management LLC
Wolverine Asset Management Llc
Tarbox Family Office, Inc.
XTX Topco Ltd
CENTRAL TRUST Co
Emerald Investment Partners, Llc
Lindbrook Capital, Llc
Herold Advisors, Inc.
Prime Capital Investment Advisors, LLC
Citigroup Inc
Guggenheim Capital Llc
SageGuard Financial Group, LLC
Cordant, Inc.
Goodman Financial Corp
Isthmus Partners, Llc
First Command Financial Services, Inc.
Widmann Financial Services, Inc.
Advisor Resource Council
Kowal Investment Group, LLC
ELCO Management Co., LLC
Lountzis Asset Management, Llc
Joseph P. Lucia & Associates, LLC
Colony Group Llc
HBC Financial Services, PLLC
RFG Advisory, LLC
Allegheny Financial Group LTD
Delta Asset Management Llc/tn
D'Orazio & Associates, Inc.
Liberty Wealth Management Llc
Lloyd Advisory Services, LLC.
Fsb Premier Wealth Management, Inc.
Ipswich Investment Management Co., Inc.
Signet Financial Management, Llc
Huntington National Bank
Invesco Ltd.
Moors & Cabot, Inc.
StoneX Group Inc.
Stonnington Group, Llc
Clearview Wealth Advisors LLC
Wagner Wealth Management, Llc
Arkadios Wealth Advisors
Investors Financial Group, LLC
Snowden Capital Advisors LLC
FirstPurpose Wealth LLC
Chilton Capital Management Llc
Pacitti Group Inc.
Cornerstone Advisory, LLC
Avantax Planning Partners, Inc.
Viridian Ria, Llc
Winch Advisory Services, LLC
Confluence Wealth Services, Inc.
Karpus Management, Inc.
Plante Moran Financial Advisors, LLC
Millennium Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 919,552 10.84 876,421 11.82
Commonwealth Equity Services, Llc 729,733 10.84 656,286 11.82
First Heartland Consultants, Inc. 369,233 10.84 369,035 11.82
GSB Wealth Management, LLC 336,467 10.84 338,119 11.82
Private Advisor Group, LLC 132,126 10.84 121,283 11.82
Stratos Wealth Advisors, LLC 112,391 10.84 108,558 11.82
Shulman DeMeo Asset Management LLC 111,619 10.84 112,421 11.82
DAVENPORT & Co LLC 109,761 10.84 74,490 11.81
Brookstone Capital Management 106,323 10.90 134,402 11.75
Rothschild Investment Corp /il 89,289 10.84 89,289 11.82
Providence First Trust Co 88,361 10.84 88,361 11.82
Marcum Wealth, LLC 76,768 10.84 76,768 11.81
Patten Group, Inc. 74,302 10.83 73,372 11.82
Truist Financial Corp 70,146 10.85 67,789 11.82
Bennicas & Associates, Inc. 67,195 10.83 67,820 11.83
Wesbanco Bank Inc 55,605 10.84 58,335 11.81
Wedbush Securities Inc 51,602 10.83 36,599 11.83
Capital Investment Advisory Services, LLC 50,988 10.85 50,942 11.82
RDA Financial Network 47,173 10.83 50,716 11.81
Geneos Wealth Management Inc. 37,479 10.86 36,019 11.80
Name Current Shares Current PPS Previous Shares Previous PPS
Sequoia Financial Advisors, LLC 10,014 10.88 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 73,447 729,733 10.84 656,286 11.82 11.19
Cambridge Investment Research Advisors, Inc. 43,131 919,552 10.84 876,421 11.82 4.92
DAVENPORT & Co LLC 35,271 109,761 10.84 74,490 11.81 47.35
Wedbush Securities Inc 15,003 51,602 10.83 36,599 11.83 40.99
Private Advisor Group, LLC 10,843 132,126 10.84 121,283 11.82 8.94
Sequoia Financial Advisors, LLC 10,014 10,014 10.88 0 0.00
Koshinski Asset Management, Inc. 6,108 26,207 20,099 11.84 30.39
Stratos Wealth Partners, LTD. 5,980 26,534 10.85 20,554 11.82 29.09
Stratos Wealth Advisors, LLC 3,833 112,391 10.84 108,558 11.82 3.53
Harvey Investment Co Llc 3,600 26,100 10.84 22,500 11.82 16.00
Great Valley Advisor Group, Inc. 2,956 20,951 10.83 17,995 11.84 16.43
Truist Financial Corp 2,357 70,146 10.85 67,789 11.82 3.48
Geneos Wealth Management Inc. 1,460 37,479 10.86 36,019 11.80 4.05
Patten Group, Inc. 930 74,302 10.83 73,372 11.82 1.27
First Heartland Consultants, Inc. 198 369,233 10.84 369,035 11.82 0.05
CRA Financial Services, LLC 47 31,033 10.83 30,986 11.81 0.15
Capital Investment Advisory Services, LLC 46 50,988 10.85 50,942 11.82 0.09
Parsec Financial Management, Inc. 20 11,375 10.81 11,355 11.80 0.18
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Money Concepts Capital Corp 44,707 972 11.32 45,679 11.82 -97.87
Brookstone Capital Management 28,079 106,323 10.90 134,402 11.75 -20.89
Hexagon Capital Partners LLC 20,000 15,000 10.87 35,000 11.83 -57.14
Webster Bank, N. A. 11,980 20,030 10.83 32,010 11.84 -37.43
BLB&B Advisors, LLC 7,500 23,562 10.82 31,062 11.82 -24.15
RDA Financial Network 3,543 47,173 10.83 50,716 11.81 -6.99
Wesbanco Bank Inc 2,730 55,605 10.84 58,335 11.81 -4.68
AdvisorNet Financial, Inc 1,790 3,187 10.98 4,977 11.85 -35.97
Allied Investment Advisors, LLC 1,739 15,994 10.82 17,733 11.84 -9.81
GSB Wealth Management, LLC 1,652 336,467 10.84 338,119 11.82 -0.49
Shulman DeMeo Asset Management LLC 802 111,619 10.84 112,421 11.82 -0.71
Bennicas & Associates, Inc. 625 67,195 10.83 67,820 11.83 -0.92
Dubuque Bank & Trust Co 600 15,450 10.81 16,050 11.84 -3.74
Range Financial Group LLC 83 17,137 10.85 17,220 11.85 -0.48
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
Trust Co Of Vermont 500 10.00
Name Shares PPS
Congress Park Capital LLC 17,000 11.82
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 729,733 10.84 656,286 11.82
GSB Wealth Management, LLC 336,467 10.84 338,119 11.82
Stratos Wealth Advisors, LLC 112,391 10.84 108,558 11.82
Shulman DeMeo Asset Management LLC 111,619 10.84 112,421 11.82
DAVENPORT & Co LLC 109,761 10.84 74,490 11.81
Providence First Trust Co 88,361 10.84 88,361 11.82
Patten Group, Inc. 74,302 10.83 73,372 11.82
Truist Financial Corp 70,146 10.85 67,789 11.82
Wesbanco Bank Inc 55,605 10.84 58,335 11.81
Wedbush Securities Inc 51,602 10.83 36,599 11.83
Capital Investment Advisory Services, LLC 50,988 10.85 50,942 11.82
Geneos Wealth Management Inc. 37,479 10.86 36,019 11.80
CRA Financial Services, LLC 31,033 10.83 30,986 11.81
Stratos Wealth Partners, LTD. 26,534 10.85 20,554 11.82
Harvey Investment Co Llc 26,100 10.84 22,500 11.82
BLB&B Advisors, LLC 23,562 10.82 31,062 11.82
Great Valley Advisor Group, Inc. 20,951 10.83 17,995 11.84
CWA Asset Management Group, LLC 18,508 10.86 18,508 11.83
Hexagon Capital Partners LLC 15,000 10.87 35,000 11.83
Fruth Investment Management 14,655 11.74 14,655 11.80
Planning Alternatives Ltd /adv 14,289 10.85 14,289 11.83
JNBA Financial Advisors 11,666 10.80 11,666 11.83
Chicago Capital, LLC 10,215 10.87 10,215 11.85
GPS Wealth Strategies Group, LLC 9,600 10.83 9,600 11.77
Johnson Midwest Financial, LLC 6,413 10.92 6,413 11.85
North Star Investment Management Corp. 6,313 10.77 6,313 11.88
Harbor Investment Advisory, Llc 5,475 10.78 5,475 11.87
Investors Research Corp 5,092 10.80 5,092 11.78
TCI Wealth Advisors, Inc. 4,068 10.82 4,068 11.80
Spire Wealth Management 1,839 10.88 1,839 11.96
Arcadia Investment Management Corp/mi 1,766 10.76 1,766 11.89
PrairieView Partners, LLC 1,309 10.70 1,309 11.46
Money Concepts Capital Corp 972 11.32 45,679 11.82
Name Current Shares Current PPS Previous Shares Previous PPS
Sequoia Financial Advisors, LLC 10,014 10.88 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 73,447 729,733 10.84 656,286 11.82 11.19
DAVENPORT & Co LLC 35,271 109,761 10.84 74,490 11.81 47.35
Wedbush Securities Inc 15,003 51,602 10.83 36,599 11.83 40.99
Sequoia Financial Advisors, LLC 10,014 10,014 10.88 0 0.00
Stratos Wealth Partners, LTD. 5,980 26,534 10.85 20,554 11.82 29.09
Stratos Wealth Advisors, LLC 3,833 112,391 10.84 108,558 11.82 3.53
Harvey Investment Co Llc 3,600 26,100 10.84 22,500 11.82 16.00
Great Valley Advisor Group, Inc. 2,956 20,951 10.83 17,995 11.84 16.43
Truist Financial Corp 2,357 70,146 10.85 67,789 11.82 3.48
Geneos Wealth Management Inc. 1,460 37,479 10.86 36,019 11.80 4.05
Patten Group, Inc. 930 74,302 10.83 73,372 11.82 1.27
CRA Financial Services, LLC 47 31,033 10.83 30,986 11.81 0.15
Capital Investment Advisory Services, LLC 46 50,988 10.85 50,942 11.82 0.09
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Money Concepts Capital Corp 44,707 972 11.32 45,679 11.82 -97.87
Hexagon Capital Partners LLC 20,000 15,000 10.87 35,000 11.83 -57.14
BLB&B Advisors, LLC 7,500 23,562 10.82 31,062 11.82 -24.15
Wesbanco Bank Inc 2,730 55,605 10.84 58,335 11.81 -4.68
GSB Wealth Management, LLC 1,652 336,467 10.84 338,119 11.82 -0.49
Shulman DeMeo Asset Management LLC 802 111,619 10.84 112,421 11.82 -0.71
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