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 28 14.00 13.03 12.99
Previous Quarter 28 14.00 13.03 13.01

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 10 0 0 0 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 1 1 0 0 0 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
Advisor Group Holdings, Inc. 358,835 13.03
Cetera Investment Advisers 137,807 13.03
Triumph Capital Management 82,207 13.03
LPL Financial LLC 69,622 13.03
Commonwealth Equity Services, Llc 31,392 13.03
Jane Street Group, Llc 30,490 13.02
Truadvice, LLC 20,319 12.25
Susquehanna International Group, Llp 17,896 13.02
Eudaimonia Partners, LLC 12,477 13.06
Founders Financial Alliance, LLC 11,279 13.03
Private Advisor Group, LLC 10,776 11.51
Bank Of America Corp /de/ 8,696 12.99
Tower Research Capital LLC (TRC) 810 13.58
Patriot Financial Group Insurance Agency, LLC 500 14.00
Simplex Trading, Llc 100 10.00
Capital Investment Advisory Services, LLC 93 10.75
Sofos Investments, Inc. 52 19.23
UBS Group AG 39 25.64
Royal Bank Of Canada 20
Koshinski Asset Management, Inc. 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
Advisor Group Holdings, Inc. 358,835 13.03
Cetera Investment Advisers 137,807 13.03
Triumph Capital Management 82,207 13.03
LPL Financial LLC 69,622 13.03
Commonwealth Equity Services, Llc 31,392 13.03
Jane Street Group, Llc 30,490 13.02
Truadvice, LLC 20,319 12.25
Susquehanna International Group, Llp 17,896 13.02
Eudaimonia Partners, LLC 12,477 13.06
Founders Financial Alliance, LLC 11,279 13.03
Bank Of America Corp /de/ 8,696 12.99
Koshinski Asset Management, Inc. 824 13.35
Tower Research Capital LLC (TRC) 810 13.58
Patriot Financial Group Insurance Agency, LLC 500 14.00
Simplex Trading, Llc 100 10.00
Capital Investment Advisory Services, LLC 93 10.75
Sofos Investments, Inc. 52 19.23
UBS Group AG 39 25.64
Royal Bank Of Canada 20
Arkadios Wealth Advisors 0

 

Recent Quarter Analysis

Name Shares PPS
Private Advisor Group, LLC 10,776 11.51
Name Shares PPS
Koshinski Asset Management, Inc. 824 13.35
Advisory Services Network, LLC
Benjamin F. Edwards & Company, Inc.
Proequities, Inc.
Arkadios Wealth Advisors
Wells Fargo & Company/mn
Morgan Stanley
HAP Trading, LLC
Regal Investment Advisors LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Private Advisor Group, LLC 10,776 11.51
Name Shares PPS
Koshinski Asset Management, Inc. 824 13.35
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name