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 | 47 | NaN | 0.00 | NaN |
| Previous Quarter | 59 | 1.00 | 0.65 | 0.65 |
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 | 56 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 4 | 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 | 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Princeton Global Asset Management LLC | 100 | |
| Citadel Advisors Llc | 0 | |
| Jane Street Group, Llc | 0 | |
| MetLife Investment Management, LLC | 0 | |
| Wells Fargo & Company/mn | 0 | |
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| Morgan Stanley | 0 | |
| Vanguard Group Inc | 0 | |
| Proequities, Inc. | 0 | |
| Stifel Financial Corp | 0 | |
| Proequities, Inc. | 0 | |
| Proequities, Inc. | 0 | |
| Susquehanna International Group, Llp | 0 | |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| Citadel Advisors Llc | 0 | |
| UBS Group AG | 0 | |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| Federated Hermes, Inc. | 0 | |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Verition Fund Management LLC | 20,101 | 0.65 |
| BRSIX - Ultra-Small Company Market Fund Class N | 20,000 | 0.65 |
| Princeton Global Asset Management LLC | 100 | |
| Quent Capital, LLC | 3 | |
| Northern Trust Corp | 0 | |
| Morgan Stanley | 0 | |
| Two Sigma Investments, Lp | 0 | |
| Vanguard Group Inc | 0 | |
| Group One Trading, L.p. | 0 | |
| Bank of New York Mellon Corp | 0 | |
| Susquehanna International Group, Llp | 0 | |
| UBS Group AG | 0 | |
| Quantamental Technologies LLC | 0 | |
| Blackstone Group Inc | 0 | |
| Simplex Trading, Llc | 0 | |
| USMIX - Extended Market Index Fund | 0 | |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 0 | |
| HAP Trading, LLC | 0 | |
| Kistler-Tiffany Companies, LLC | 0 | |
| Bank Of America Corp /de/ | 0 |
| Name | Shares | PPS |
|---|---|---|
| Metropolitan Life Insurance Co/ny | 0 | |
| MetLife Investment Management, LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Verition Fund Management LLC | 20,101 | 0.65 |
| BRSIX - Ultra-Small Company Market Fund Class N | 20,000 | 0.65 |
| Quent Capital, LLC | 3 | |
| Susquehanna International Group, Llp | ||
| USMIX - Extended Market Index Fund | ||
| Simplex Trading, Llc | ||
| Susquehanna International Group, Llp | ||
| Citadel Advisors Llc | ||
| Group One Trading, L.p. | ||
| Simplex Trading, Llc | ||
| Group One Trading, L.p. | ||
| HAP Trading, LLC | ||
| Metropolitan Life Insurance Co/ny | ||
| Two Sigma Investments, Lp | ||
| Quantamental Technologies LLC | ||
| Susquehanna Fundamental Investments, Llc | ||
| Bank of New York Mellon Corp | ||
| Stifel Financial Corp | ||
| Crestline Management, LP | ||
| Bnp Paribas Arbitrage, Sa | ||
| HealthCap VII, L.P. | ||
| Millennium Management Llc | ||
| HIRSCHMAN ORIN | ||
| Virtu Financial LLC | ||
| Bridgeway Capital Management Inc | ||
| ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Jane Street Group, Llc | ||
| D. E. Shaw & Co., Inc. | ||
| Renaissance Technologies Llc | ||
| MetLife Investment Management, LLC | ||
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| BlackRock Inc. | ||
| Sugarloaf Wealth Management, LLC | ||
| Bank Of America Corp /de/ | ||
| Kistler-Tiffany Companies, LLC | ||
| Wells Fargo & Company/mn | ||
| Morgan Stanley | ||
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Blackstone Group Inc | ||
| Advisor Group Holdings, Inc. | ||
| Northern Trust Corp | ||
| Citadel Advisors Llc | ||
| Tower Research Capital LLC (TRC) | ||
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Pnc Financial Services Group, Inc. | ||
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Jpmorgan Chase & Co | ||
| Vanguard Group Inc | ||
| UBS Group AG | ||
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | ||
| Federated Hermes, Inc. | ||
| State Street Corp | ||
| Citadel Advisors Llc | ||
| Geode Capital Management, Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Simplex Trading, Llc | 0 |
| Name | Previous Calls |
|---|---|
| Susquehanna International Group, Llp | 0 |
| HAP Trading, LLC | 0 |
| Proequities, Inc. | 0 |
| Group One Trading, L.p. | 0 |
| 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 |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
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