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	24	35.00	36.02	35.58
Previous Quarter	25	36.00	36.03	36.03

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	0	6	4	0	4	0
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	0	0	4	0	4	0
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
Redwood Investment Management, Llc	550,579	36.02
Envestnet Asset Management Inc	324,878	36.02
Avantax Advisory Services, Inc.	125,458	36.08
LPL Financial LLC	69,662	36.02
Ford Financial Group, LLC	56,705	30.40
Private Advisor Group, LLC	28,602	30.42
Kingsview Wealth Management, LLC	23,966	36.47
Evolution Wealth Advisors, LLC	20,175	36.03
Gladstone Institutional Advisory LLC	19,508	36.04
Cooper Financial Group	17,800	30.39
Atria Wealth Solutions, Inc.	14,552	36.01
Good Life Advisors, LLC	10,191	36.01
Citadel Advisors Llc	9,333	36.00
NEXT Financial Group, Inc	7,903	36.44
Advisor Group Holdings, Inc.	3,485	36.15
Global Retirement Partners, LLC	1,948	30.29
UBS Group AG	657	36.53
Wells Fargo & Company/mn	319	34.48
Semmax Financial Advisors Inc.	107	37.38
Jane Street Group, Llc	0

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
Redwood Investment Management, Llc	550,579	36.02
Envestnet Asset Management Inc	324,878	36.02
Avantax Advisory Services, Inc.	125,458	36.08
LPL Financial LLC	69,662	36.02
Ford Financial Group, LLC	48,273	36.00
Kingsview Wealth Management, LLC	23,966	36.47
Private Advisor Group, LLC	22,246	36.05
Evolution Wealth Advisors, LLC	20,175	36.03
Gladstone Institutional Advisory LLC	19,508	36.04
Cooper Financial Group	17,015	36.03
Atria Wealth Solutions, Inc.	14,552	36.01
Good Life Advisors, LLC	10,191	36.01
Citadel Advisors Llc	9,333	36.00
NEXT Financial Group, Inc	7,903	36.44
Advisor Group Holdings, Inc.	3,485	36.15
Global Retirement Partners, LLC	1,353	31.04
UBS Group AG	657	36.53
Wells Fargo & Company/mn	319	34.48
Semmax Financial Advisors Inc.	107	37.38
Old Mission Capital Llc	0

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 6 Institutes closed out their positions

Name	Shares	PPS
Old Mission Capital Llc
Cwm, Llc
Harbour Investments, Inc.
Proequities, Inc.
Jane Street Group, Llc
StoneX Group Inc.

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ford Financial Group, LLC	56,705	30.40	48,273	36.00
Private Advisor Group, LLC	28,602	30.42	22,246	36.05
Cooper Financial Group	17,800	30.39	17,015	36.03
Global Retirement Partners, LLC	1,948	30.29	1,353	31.04

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Ford Financial Group, LLC	8,432	56,705	30.40	48,273	36.00	17.47
Private Advisor Group, LLC	6,356	28,602	30.42	22,246	36.05	28.57
Cooper Financial Group	785	17,800	30.39	17,015	36.03	4.61
Global Retirement Partners, LLC	595	1,948	30.29	1,353	31.04	43.98

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ford Financial Group, LLC	56,705	30.40	48,273	36.00
Private Advisor Group, LLC	28,602	30.42	22,246	36.05
Cooper Financial Group	17,800	30.39	17,015	36.03
Global Retirement Partners, LLC	1,948	30.29	1,353	31.04

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Ford Financial Group, LLC	8,432	56,705	30.40	48,273	36.00	17.47
Private Advisor Group, LLC	6,356	28,602	30.42	22,246	36.05	28.57
Cooper Financial Group	785	17,800	30.39	17,015	36.03	4.61
Global Retirement Partners, LLC	595	1,948	30.29	1,353	31.04	43.98

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name