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	97	22.00	22.40	21.77
Previous Quarter	101	22.00	22.41	22.40

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	3	23	6	0	0	2
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	1	5	0	0	2
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
LAZARD ASSET MANAGEMENT LLC	2,924,419
Lazard Asset Management Llc	2,924,181	22.41
Morgan Stanley	1,178,304	22.41
MORGAN STANLEY	1,018,796
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	929,188
City Of London Investment Management Co Ltd	668,860	22.38
Wells Fargo & Company/mn	638,976	22.41
Raymond James & Associates	606,298	22.41
Uncommon Cents Investing LLC	576,099	14.67
Twelve Points Wealth Management LLC	355,204	22.41
Peapack Gladstone Financial Corp	239,887	22.41
Royce & Associates Lp	171,150	22.41
Royce Micro-cap Trust, Inc /md/	171,150	22.41
Ws Management Lllp	122,351	22.41
A. D. Beadell Investment Counsel, Inc.	108,754	14.67
Royce Value Trust Inc	95,220	21.09
Quantedge Capital Pte Ltd	92,138	22.41
HCINX - The Institutional International Equity Portfolio HC Strategic Shares	86,542	22.41
Janney Montgomery Scott LLC	77,963	22.41
Royal Bank Of Canada	77,800	22.40

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
Lazard Asset Management Llc	2,924,181	22.41
Morgan Stanley	1,178,304	22.41
City Of London Investment Management Co Ltd	668,860	22.38
Wells Fargo & Company/mn	638,976	22.41
Raymond James & Associates	606,298	22.41
Uncommon Cents Investing LLC	576,249	22.41
Twelve Points Wealth Management LLC	355,204	22.41
Peapack Gladstone Financial Corp	239,887	22.41
Royce & Associates Lp	171,150	22.41
Royce Micro-cap Trust, Inc /md/	171,150	22.41
Ws Management Lllp	122,351	22.41
A. D. Beadell Investment Counsel, Inc.	116,121	22.41
Royce Value Trust Inc	95,220	21.09
Quantedge Capital Pte Ltd	92,138	22.41
HCINX - The Institutional International Equity Portfolio HC Strategic Shares	86,542	22.41
Janney Montgomery Scott LLC	77,963	22.41
Royal Bank Of Canada	77,800	22.40
Pekin Hardy Strauss, Inc.	76,370	22.40
Bank Of America Corp /de/	70,687	22.41
Baird Financial Group, Inc.	70,579	22.41

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
LAZARD ASSET MANAGEMENT LLC	2,924,419
MORGAN STANLEY	1,018,796
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	929,188

Recent Quarter 23 Institutes closed out their positions

Name	Shares	PPS
Simplex Trading, Llc	2,500	22.40
Koshinski Asset Management, Inc.	324	21.60
Virtu Financial LLC
Walleye Trading LLC
TCI Wealth Advisors, Inc.
BEAM Asset Management, LLC
Barclays Plc
Millennium Management Llc
Almitas Capital LLC
Confluence Wealth Services, Inc.
Veracity Capital LLC
Jpmorgan Chase & Co
Trust Co Of Vermont
Harbour Investments, Inc.
Creative Planning
Whitener Capital Management, Inc.
Landscape Capital Management, L.l.c.
Weiss Asset Management LP
1832 Asset Management L.P.
Fmr Llc
Mariner Investment Group Llc
BDO Wealth Advisors, LLC
Envestnet Asset Management Inc

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	576,099	14.67	576,249	22.41
A. D. Beadell Investment Counsel, Inc.	108,754	14.67	116,121	22.41
Bennicas & Associates, Inc.	41,480	14.68	41,480	22.42
Marquette Asset Management, LLC	19,916	14.66	19,916	22.39
Covington Capital Management	1,500	14.67	1,500	22.67
Sargent Bickham Lagudis LLC	465	15.05	465	21.51

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
A. D. Beadell Investment Counsel, Inc.	7,367	108,754	14.67	116,121	22.41	-6.34
Uncommon Cents Investing LLC	150	576,099	14.67	576,249	22.41	-0.03

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	0

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 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	324	21.60

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	576,099	14.67	576,249	22.41
A. D. Beadell Investment Counsel, Inc.	108,754	14.67	116,121	22.41
Bennicas & Associates, Inc.	41,480	14.68	41,480	22.42
Marquette Asset Management, LLC	19,916	14.66	19,916	22.39
Sargent Bickham Lagudis LLC	465	15.05	465	21.51

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
A. D. Beadell Investment Counsel, Inc.	7,367	108,754	14.67	116,121	22.41	-6.34
Uncommon Cents Investing LLC	150	576,099	14.67	576,249	22.41	-0.03

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