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	146	9.00	9.61	9.54
Previous Quarter	155	10.00	9.61	9.60

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	2	36	10	0	8	2
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	5	0	4	1
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	27,289	0.00	0.00
Previous Quarter	0	0.00	0.00	27,289	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	11,749,107
Parametric Portfolio Associates Llc	11,256,601	9.61
1607 Capital Partners, LLC	5,396,292
Allspring Global Investments Holdings, LLC	5,182,208	9.61
1607 Capital Partners, LLC	5,027,195	9.61
Wells Fargo & Company/mn	2,920,203	9.61
WELLS FARGO & COMPANY/MN	2,912,301
YYY - Amplify High Income ETF	1,178,173	8.85
Penserra Capital Management LLC	1,162,101	9.61
Morgan Stanley	1,103,171	9.61
Advisors Asset Management, Inc.	1,101,413	9.61
Cohen & Steers, Inc.	799,145	9.61
UBS Group AG	656,154	9.61
Bank Of America Corp /de/	593,376	9.61
Royal Bank Of Canada	501,231	9.61
LPL Financial LLC	477,341	9.61
Cohen & Steers Closed-end Opportunity Fund, Inc.	470,647	9.61
Guggenheim Capital Llc	397,386	9.61
Relative Value Partners Group, LLC	355,210	9.61
Hennion & Walsh Asset Management, Inc.	269,425	9.61

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
Parametric Portfolio Associates Llc	11,256,601	9.61
Allspring Global Investments Holdings, LLC	5,182,208	9.61
1607 Capital Partners, LLC	5,027,195	9.61
Wells Fargo & Company/mn	2,920,203	9.61
YYY - Amplify High Income ETF	1,189,653	9.94
Penserra Capital Management LLC	1,162,101	9.61
Morgan Stanley	1,103,171	9.61
Advisors Asset Management, Inc.	1,101,413	9.61
Cohen & Steers, Inc.	799,145	9.61
UBS Group AG	656,154	9.61
Bank Of America Corp /de/	593,376	9.61
Royal Bank Of Canada	501,231	9.61
LPL Financial LLC	477,341	9.61
Cohen & Steers Closed-end Opportunity Fund, Inc.	470,647	9.61
Guggenheim Capital Llc	397,386	9.61
Relative Value Partners Group, LLC	355,210	9.61
Hennion & Walsh Asset Management, Inc.	269,425	9.61
Invesco Ltd.	262,344	9.61
Financial Advocates Investment Management	259,203	9.61
DCF Advisers, LLC	257,000	9.61

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	11,749,107
WELLS FARGO & COMPANY/MN	2,912,301

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	244,842	9.74
Mid Atlantic Financial Management Inc/adv	21,300	9.72
Emerald Investment Partners, Llc
Whittier Trust Co
Cornerstone Strategic Value Fund Inc
Cornerstone Advisors, LLC
Cornerstone Total Return Fund Inc
Millennium Management Llc
Pinnacle Bancorp, Inc.
Twin Focus Capital Partners, Llc
Moors & Cabot, Inc.
FNY Investment Advisers, LLC
Thompson Davis & Co., Inc.
Citadel Advisors Llc
BlackRock Inc.
Tower Research Capital LLC (TRC)
Cornerstone Advisors Inc
Northern Trust Corp
Us Bancorp \de\
McGowan Group Asset Management, Inc.
Jane Street Group, Llc
D.a. Davidson & Co.
First Republic Investment Management, Inc.
Fmr Llc
Barclays Plc
CoreCap Advisors, LLC
Hrt Financial Lp
City Of London Investment Management Co Ltd
Disciplined Investments, LLC
Walleye Trading LLC
Snowden Capital Advisors LLC
Albion Financial Group /ut
Joseph P. Lucia & Associates, LLC
Heritage Investors Management Corp
Total Clarity Wealth Management, Inc.
Atlas Private Wealth Advisors

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
1607 Capital Partners, LLC	5,396,292		5,027,195	9.61
YYY - Amplify High Income ETF	1,178,173	8.85	1,189,653	9.94
Private Advisor Group, LLC	244,602	8.08	232,569	9.61
Cambridge Investment Research Advisors, Inc.	86,288	8.08	112,593	9.61
CVY - Invesco Zacks Multi-Asset Income ETF	84,584	8.86	73,787	9.93
Stolper Co	79,404	8.09	79,195	9.61
Global Retirement Partners, LLC	75,467	8.08	75,402	8.32
Capital Investment Advisors, LLC	68,633	8.09	68,514	9.60
BerganKDV Wealth Management, LLC	42,889	8.09	41,163	9.62
Atticus Wealth Management, Llc	5,419	8.12	5,390	9.65

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
1607 Capital Partners, LLC	369,097	5,396,292		5,027,195	9.61	7.34
Private Advisor Group, LLC	12,033	244,602	8.08	232,569	9.61	5.17
CVY - Invesco Zacks Multi-Asset Income ETF	10,797	84,584	8.86	73,787	9.93	14.63
BerganKDV Wealth Management, LLC	1,726	42,889	8.09	41,163	9.62	4.19
Stolper Co	209	79,404	8.09	79,195	9.61	0.26
Capital Investment Advisors, LLC	119	68,633	8.09	68,514	9.60	0.17
Global Retirement Partners, LLC	65	75,467	8.08	75,402	8.32	0.09
Atticus Wealth Management, Llc	29	5,419	8.12	5,390	9.65	0.54

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	26,305	86,288	8.08	112,593	9.61	-23.36
YYY - Amplify High Income ETF	11,480	1,178,173	8.85	1,189,653	9.94	-0.96

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 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	244,602	8.08	232,569	9.61
Cambridge Investment Research Advisors, Inc.	86,288	8.08	112,593	9.61
Global Retirement Partners, LLC	75,467	8.08	75,402	8.32
BerganKDV Wealth Management, LLC	42,889	8.09	41,163	9.62
Atticus Wealth Management, Llc	5,419	8.12	5,390	9.65

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
Private Advisor Group, LLC	12,033	244,602	8.08	232,569	9.61	5.17
BerganKDV Wealth Management, LLC	1,726	42,889	8.09	41,163	9.62	4.19
Global Retirement Partners, LLC	65	75,467	8.08	75,402	8.32	0.09
Atticus Wealth Management, Llc	29	5,419	8.12	5,390	9.65	0.54

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	26,305	86,288	8.08	112,593	9.61	-23.36

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