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	74	22.00	21.86	21.85
Previous Quarter	74	22.00	21.86	21.90

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	17	4	0	2	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	3	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
Morgan Stanley	753,982	21.86
UBS Group AG	536,183	21.86
Bank Of America Corp /de/	483,763	21.86
Wells Fargo & Company/mn	459,219	21.86
Advisors Asset Management, Inc.	267,380	21.86
Royal Bank Of Canada	262,242	21.86
Parametric Portfolio Associates Llc	246,910	21.86
Thomas J. Herzfeld Advisors, Inc.	97,568	21.86
LPL Financial LLC	93,763	21.86
Ameriprise Financial Inc	91,056	21.85
Wedbush Securities Inc	86,081	21.86
Stifel Financial Corp	77,569	21.86
Raymond James & Associates	76,624	21.86
First Trust Advisors Lp	52,670	21.85
Invesco Ltd.	46,309	21.85
Kestra Advisory Services, LLC	31,417	21.87
Wunderlich Securities, Inc.	30,080	21.88
Atria Wealth Solutions, Inc.	29,497	21.97
Janney Montgomery Scott LLC	27,172	21.86
City Of London Investment Management Co Ltd	26,873	21.81

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	753,982	21.86
UBS Group AG	536,183	21.86
Bank Of America Corp /de/	483,763	21.86
Wells Fargo & Company/mn	459,219	21.86
Advisors Asset Management, Inc.	267,380	21.86
Royal Bank Of Canada	262,242	21.86
Parametric Portfolio Associates Llc	246,910	21.86
Thomas J. Herzfeld Advisors, Inc.	97,568	21.86
LPL Financial LLC	93,763	21.86
Ameriprise Financial Inc	91,056	21.85
Wedbush Securities Inc	86,081	21.86
Stifel Financial Corp	77,569	21.86
Raymond James & Associates	76,624	21.86
First Trust Advisors Lp	52,670	21.85
Invesco Ltd.	46,309	21.85
Kestra Advisory Services, LLC	31,417	21.87
Wunderlich Securities, Inc.	30,080	21.88
Atria Wealth Solutions, Inc.	29,497	21.97
Janney Montgomery Scott LLC	27,172	21.86
City Of London Investment Management Co Ltd	26,873	21.81

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Covington Capital Management	3,437	16.29

Recent Quarter 17 Institutes closed out their positions

Name	Shares	PPS
Newbridge Financial Services Group, Inc.
Dakota Wealth Management
D.a. Davidson & Co.
Signet Financial Management, Llc
Quantedge Capital Pte Ltd
First National Bank of South Miami
Robinson Capital Management, Llc
Rivernorth Capital Management, Llc
Landscape Capital Management, L.l.c.
Amplius Wealth Advisors, LLC
Rosenberg Matthew Hamilton
Ellis Investment Partners, LLC
Proequities, Inc.
Cambridge Investment Research Advisors, Inc.
Sargent Bickham Lagudis LLC
Moisand Fitzgerald Tamayo, LLC
Golden State Equity Partners

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stolper Co	24,864	16.21	24,690	21.87
FNY Investment Advisers, LLC	5,000	16.00	5,000	21.80
Sound Income Strategies, LLC	342	17.54	342	20.47
Sugarloaf Wealth Management, LLC	266	15.04	259	23.17

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Stolper Co	174	24,864	16.21	24,690	21.87	0.70
Sugarloaf Wealth Management, LLC	7	266	15.04	259	23.17	2.70

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 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FNY Investment Advisers, LLC	5,000	16.00	5,000	21.80
Sound Income Strategies, LLC	342	17.54	342	20.47
Sugarloaf Wealth Management, LLC	266	15.04	259	23.17

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	7	266	15.04	259	23.17	2.70

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