Q: Is there a way to track institutional investments of a particular stock? What I am looking for is the % owned by institutions and how that has changed over a 6, month, 12 month or 18 month period.
A: One source that is relatively easy to access is Morningstar.com. First, type in the the symbol of the company in question (near the top center of the page). After the company information is displayed select the insider trading tab on the left-hand side of the screen. Above the insider activity list and below the company name you can choose concentrated fund owners, funds buying, funds selling, and top fund owners. The sample company that I have used to demonstrate this information is GE.
The upside of all this information is that it can be arranged to go back as far as 2005. The downside is that it is only reflective of insiders of the company and mutual fund ownership and not other corporate holders of company stock.
A: One source that is relatively easy to access is Morningstar.com. First, type in the the symbol of the company in question (near the top center of the page). After the company information is displayed select the insider trading tab on the left-hand side of the screen. Above the insider activity list and below the company name you can choose concentrated fund owners, funds buying, funds selling, and top fund owners. The sample company that I have used to demonstrate this information is GE.
The upside of all this information is that it can be arranged to go back as far as 2005. The downside is that it is only reflective of insiders of the company and mutual fund ownership and not other corporate holders of company stock.
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