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	51	25.00	25.45	25.44
Previous Quarter	58	26.00	25.45	25.48

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	1	21	2	0	1	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	2	2	0	1	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
FIRST TRUST PORTFOLIOS LP	744,145
Advisors Asset Management, Inc.	569,706	25.45
Advisors Asset Management, Inc.	495,898
Wells Fargo & Company/mn	344,779	25.45
Guggenheim Capital Llc	297,219	25.45
Bank Of America Corp /de/	136,497	25.45
LPL Financial LLC	120,400	25.45
Raymond James & Associates	94,675	25.44
Morgan Stanley	72,456	25.45
Stifel Financial Corp	70,673	25.46
Hennion & Walsh Asset Management, Inc.	46,238	25.46
DAVENPORT & Co LLC	45,828	25.44
Royal Bank Of Canada	42,153	25.45
Invesco Ltd.	28,799	25.45
Advisor Group Holdings, Inc.	28,060	25.37
Raymond James Financial Services Advisors, Inc.	19,765	25.45
UBS Group AG	17,977	25.48
National Asset Management, Inc.	16,024	25.46
ArrowMark Colorado Holdings LLC	13,543	25.47
Atria Wealth Solutions, Inc.	12,211	25.47

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
Advisors Asset Management, Inc.	569,706	25.45
Wells Fargo & Company/mn	344,779	25.45
Guggenheim Capital Llc	297,219	25.45
Bank Of America Corp /de/	136,497	25.45
LPL Financial LLC	120,400	25.45
Raymond James & Associates	94,675	25.44
Morgan Stanley	72,456	25.45
Stifel Financial Corp	70,673	25.46
Hennion & Walsh Asset Management, Inc.	46,238	25.46
DAVENPORT & Co LLC	45,828	25.44
Royal Bank Of Canada	42,153	25.45
Invesco Ltd.	28,799	25.45
Advisor Group Holdings, Inc.	28,060	25.37
Raymond James Financial Services Advisors, Inc.	19,765	25.45
UBS Group AG	17,977	25.48
National Asset Management, Inc.	16,024	25.46
ArrowMark Colorado Holdings LLC	13,543	25.47
Atria Wealth Solutions, Inc.	12,211	25.47
Commonwealth Equity Services, Llc	12,128	25.40
Private Advisor Group, LLC	12,107	25.44

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	744,145

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Private Advisor Group, LLC	12,107	25.44
Cambridge Investment Research Advisors, Inc.	9,676	25.42
Mid Atlantic Financial Management Inc/adv	6,400	33.91
RBNAX - Robinson Opportunistic Income Fund Class A Shares
Advisory Services Network, LLC
Sit Investment Associates Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Citigroup Inc
Proequities, Inc.
TAP Consulting, LLC
Snowden Capital Advisors LLC
Belpointe Asset Management LLC
Cohen & Steers, Inc.
Envestnet Asset Management Inc
Harbour Investments, Inc.
Kovack Advisors, Inc.
IFP Advisors, Inc
Shaker Financial Services, LLC
Ahrens Investment Partners LLC
Robinson Capital Management, Llc
Thompson Davis & Co., Inc.

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sugarloaf Wealth Management, LLC	1,632	19.61	1,594	25.72
FNY Investment Advisers, LLC	900	18.89	900	24.44

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sugarloaf Wealth Management, LLC	38	1,632	19.61	1,594	25.72	2.38

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 2 Institutes closed out their positions

Name	Shares	PPS
Private Advisor Group, LLC	12,107	25.44
Cambridge Investment Research Advisors, Inc.	9,676	25.42

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sugarloaf Wealth Management, LLC	1,632	19.61	1,594	25.72
FNY Investment Advisers, LLC	900	18.89	900	24.44

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sugarloaf Wealth Management, LLC	38	1,632	19.61	1,594	25.72	2.38

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