Inner Circle – Institutions

While Insiders are required to update their ownership status within a few days. Institutions are required to do so Quarterly.

The main tile shows data from the most recent reporting Quarter.
% Institutional Ownership and % change (+/-) from the previous Quarter
# of Buyers/Sellers with number gain/loss.
# of Institutions where the Stock is in their Top 10 Holdings

Note the Deadline for the Q1 2018 Report.

While the # of Buyers grew by 231 in Q4 2017, the number of Sellers outweighing buyers was enough to give this component a Red Score.
The # of Institutions holding AAPL grew enough to have a Green Score.

Clicking on “Detail” provides information on the last 20 Quarters. The information is layered allowing you to research ownership data further by Institution or Stock. You can further filter the ownership by those who added, reduced, dropped, unchanged etc. View holdings as a $ value or as a % of the Institutions’ portfolios.