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 54 4.00 3.92 3.93
Previous Quarter 0 0.00 0.00 0.00

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 53 12 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 1 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 2 1 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 38,117 0.16 3.91 1,767,878 7.50 3.92
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
Garchik Stephen Jeffrey 2,342,773
SOLOMON DOUGLAS WAYNE 1,107,293
Rand Eric 1,034,388
Sonic Fund II, L.P. 1,000,000 3.92
Vanguard Group Inc 888,380 3.92
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 569,849 3.92
VEXMX - Vanguard Extended Market Index Fund Investor Shares 281,693 3.92
Geode Capital Management, Llc 208,787 3.92
Hrt Financial Lp 204,452 3.92
FSMAX - Fidelity Extended Market Index Fund 106,662 4.95
Wealthspire Advisors, LLC 105,599 3.92
Rathbone Brothers plc 104,283 3.92
Millennium Management Llc 92,692 3.92
ETF MANAGERS GROUP, LLC 84,484
HACK - ETFMG Prime Cyber Security ETF 83,822 3.92
Etf Managers Group, Llc 83,822 4.02
Compass Advisory Group LLC 66,667 1.93
UBS Group AG 53,378 3.93
State Street Corp 53,076 3.92
FSKAX - Fidelity Total Market Index Fund 52,473 4.95

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
Garchik Stephen Jeffrey 2,342,773
SOLOMON DOUGLAS WAYNE 1,107,293
Rand Eric 1,034,388
Sonic Fund II, L.P. 1,000,000 3.92
Vanguard Group Inc 888,380 3.92
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 569,849 3.92
VEXMX - Vanguard Extended Market Index Fund Investor Shares 281,693 3.92
Geode Capital Management, Llc 208,787 3.92
Hrt Financial Lp 204,452 3.92
FSMAX - Fidelity Extended Market Index Fund 106,662 4.95
Wealthspire Advisors, LLC 105,599 3.92
Rathbone Brothers plc 104,283 3.92
Millennium Management Llc 92,692 3.92
ETF MANAGERS GROUP, LLC 84,484
HACK - ETFMG Prime Cyber Security ETF 83,822 3.92
Etf Managers Group, Llc 83,822 4.02
Compass Advisory Group LLC 66,667 1.93
UBS Group AG 53,378 3.93
State Street Corp 53,076 3.92
FSKAX - Fidelity Total Market Index Fund 52,473 4.95
Name Shares PPS
Amundi
Dorsey Wright & Associates
TAP Consulting, LLC
Mirabella Financial Services Llp
Susquehanna International Group, Llp
ExodusPoint Capital Management, LP
Harbour Investments, Inc.
CM Management, LLC
Citigroup Inc
Bft Financial Group, Llc
Tower Research Capital LLC (TRC)
Plante Moran Financial Advisors, LLC
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
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
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
Compass Advisory Group LLC 66,667 1.93
Bft Financial Group, Llc 0
Name Shares PPS
Bft Financial Group, Llc
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