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 25 16.00 15.77 15.53
Previous Quarter 20 15.00 14.55 14.56

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 7 8 0 10 6 3
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 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
Flow Traders U.s. Llc 63,610 14.53
Cetera Advisor Networks LLC 55,935 15.77
Susquehanna International Group, Llp 49,944 15.76
Mariner, LLC 20,783 15.78
Citadel Advisors Llc 16,873 15.76
Prudential Plc 15,000 15.73
Morgan Stanley 14,964 15.77
UBS Group AG 14,538 15.82
Old Mission Capital Llc 14,183 15.79
Brinker Capital Investments, LLC 12,480 15.79
Barry Investment Advisors, LLC 11,394 15.80
Bank Of America Corp /de/ 11,125 15.73
LPL Financial LLC 10,466 15.77
Barclays Plc 7,838 15.82
Royal Bank Of Canada 6,302 15.87
4Thought Financial Group Inc. 1,600 15.62
Simplex Trading, Llc 722 15.24
Bank Of Montreal /can/ 320 15.62
Advisor Group Holdings, Inc. 238 16.81
Wells Fargo & Company/mn 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

 

Recent Quarter Analysis

Name Shares PPS
Cetera Advisor Networks LLC 55,935 15.77
Susquehanna International Group, Llp 49,944 15.76
Mariner, LLC 20,783 15.78
Prudential Plc 15,000 15.73
Old Mission Capital Llc 14,183 15.79
Barclays Plc 7,838 15.82
Simplex Trading, Llc 722 15.24
Name Shares PPS
Jane Street Group, Llc 63,823 14.52
Banque Cantonale Vaudoise 3,000 14.67
Wells Fargo & Company/mn 1
Creative Planning
Pekin Hardy Strauss, Inc.
Proequities, Inc.
Citigroup Inc
Fortis Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Citadel Advisors Llc 16,873 15.76 0
Morgan Stanley 14,964 15.77 14,105 14.53
UBS Group AG 14,538 15.82 9,364 14.52
Brinker Capital Investments, LLC 12,480 15.79 12,174 14.54
Barry Investment Advisors, LLC 11,394 15.80 11,394 15.01
Bank Of America Corp /de/ 11,125 15.73 140 14.29
LPL Financial LLC 10,466 15.77 0
Royal Bank Of Canada 6,302 15.87 12,969 14.57
4Thought Financial Group Inc. 1,600 15.62 1,648 14.56
Advisor Group Holdings, Inc. 238 16.81 525 15.24
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Citadel Advisors Llc 16,873 16,873 15.76 0 0.00
Bank Of America Corp /de/ 10,985 11,125 15.73 140 14.29 7846.43
LPL Financial LLC 10,466 10,466 15.77 0 0.00
UBS Group AG 5,174 14,538 15.82 9,364 14.52 55.25
Morgan Stanley 859 14,964 15.77 14,105 14.53 6.09
Brinker Capital Investments, LLC 306 12,480 15.79 12,174 14.54 2.51
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Royal Bank Of Canada 6,667 6,302 15.87 12,969 14.57 -51.41
Advisor Group Holdings, Inc. 287 238 16.81 525 15.24 -54.67
4Thought Financial Group Inc. 48 1,600 15.62 1,648 14.56 -2.91
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
Name Shares PPS
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