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	77	4.00	4.04	4.03
Previous Quarter	74	4.00	4.04	4.08

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	7	16	0	2	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	0	2	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	160,227	0.94	4.04	1,279,487	7.49	4.04
Previous Quarter	160,227	0.94	4.04	1,279,487	7.49	4.04

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
Dimensional Fund Advisors Lp	1,308,381	4.04
DIMENSIONAL FUND ADVISORS LP	1,296,460
Gendell Jeffrey L	1,054,816	4.04
M3 PARTNERS LP	1,005,267
M3F, Inc.	986,762	4.04
Renaissance Technologies Llc	701,551	4.04
Vanguard Group Inc	642,691	4.04
West Chester Capital Advisors, Inc	602,538	4.04
Bhz Capital Management, Lp	544,973	4.04
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	362,390	3.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	350,215	4.04
VEXMX - Vanguard Extended Market Index Fund Investor Shares	262,583	4.04
Bridgeway Capital Management Inc	261,771	4.04
Oppenheimer & Close, LLC	258,565	3.94
Oppenheimer & Close, LLC	258,565	3.94
DFSTX - U.s. Small Cap Portfolio - Institutional Class	209,717	3.97
BlackRock Inc.	160,227	4.04
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	129,505	3.97
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	128,827	3.97
BOSVX - Omni Small-Cap Value Fund Class N	118,000	4.04

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
Dimensional Fund Advisors Lp	1,308,381	4.04
Gendell Jeffrey L	1,054,816	4.04
M3F, Inc.	986,762	4.04
Renaissance Technologies Llc	701,551	4.04
Vanguard Group Inc	642,691	4.04
West Chester Capital Advisors, Inc	602,538	4.04
Bhz Capital Management, Lp	544,973	4.04
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	362,390	4.29
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	350,215	4.04
VEXMX - Vanguard Extended Market Index Fund Investor Shares	262,583	4.04
Bridgeway Capital Management Inc	261,771	4.04
Oppenheimer & Close, LLC	258,565	4.04
DFSTX - U.s. Small Cap Portfolio - Institutional Class	209,717	4.29
BlackRock Inc.	160,227	4.04
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	129,505	4.29
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	123,050	4.29
BOSVX - Omni Small-Cap Value Fund Class N	118,000	4.04
Geode Capital Management, Llc	116,261	4.03
Lesa Sroufe & Co	100,000	4.29
FSMAX - Fidelity Extended Market Index Fund	99,260	4.24

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
DIMENSIONAL FUND ADVISORS LP	1,296,460
M3 PARTNERS LP	1,005,267
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	54

Recent Quarter 7 Institutes closed out their positions

Name	Shares	PPS
Simplex Trading, Llc
Simplex Trading, Llc
Simplex Trading, Llc
Cutler Group LP
Lsv Asset Management
Bank Of America Corp /de/
Bank of New York Mellon Corp

Recent Quarter 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	362,390	3.97	362,390	4.29
Oppenheimer & Close, LLC	258,565	3.94	258,565	4.04
DFSTX - U.s. Small Cap Portfolio - Institutional Class	209,717	3.97	209,717	4.29
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	129,505	3.97	129,505	4.29
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	128,827	3.97	123,050	4.29
ANFLX - Angel Oak Financials Income Fund Class A	89,766	3.97	89,766	4.29
DFAT - Dimensional U.S. Targeted Value ETF	69,349	3.97	63,481	4.28
DFAS - Dimensional U.S. Small Cap ETF	40,106	3.96	40,106	4.29
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	30,968	3.97	30,968	4.29
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	18,864	3.98	18,864	4.29
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	15,921	3.96	15,921	4.27
Beese Fulmer Investment Management, Inc.	11,000	3.91	11,000	4.00
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	8,436	3.91	8,436	4.27
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	6,300	3.97	6,300	4.29
DFAC - Dimensional U.S. Core Equity 2 ETF	3,367	3.86	3,367	4.16
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	3,000	4.00	3,000	4.33

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFAT - Dimensional U.S. Targeted Value ETF	5,868	69,349	3.97	63,481	4.28	9.24
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	5,777	128,827	3.97	123,050	4.29	4.69

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Simplex Trading, Llc	0

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Oppenheimer & Close, LLC	258,565	3.94	258,565	4.04
Beese Fulmer Investment Management, Inc.	11,000	3.91	11,000	4.00

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 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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