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	115	6.00	6.44	6.39
Previous Quarter	120	6.00	6.44	6.44

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	39	11	0	5	1
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	1	6	0	2	1
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
FIRST TRUST PORTFOLIOS LP	5,716,713
Parametric Portfolio Associates Llc	3,311,570	6.44
UBS Group AG	1,115,973	6.44
Morgan Stanley	1,099,318	6.44
Wells Fargo & Company/mn	1,048,065	6.44
Royal Bank Of Canada	944,961	6.44
Ahrens Investment Partners LLC	786,382	6.44
Advisor Group Holdings, Inc.	461,902	6.43
Bank Of America Corp /de/	457,450	6.44
Avantax Advisory Services, Inc.	360,455	6.43
Cohen & Steers Closed-end Opportunity Fund, Inc.	262,052	6.44
Cohen & Steers, Inc.	262,052	6.44
LPL Financial LLC	250,049	6.44
Bramshill Investments, LLC	240,789	6.44
Ameriprise Financial Inc	172,400	6.50
Advisors Asset Management, Inc.	164,150	6.44
LSPAX - LoCorr Spectrum Income Fund Class A	158,792	6.44
Janney Montgomery Scott LLC	148,934	6.44
Cambridge Investment Research Advisors, Inc.	147,939	4.91
Quad-Cities Investment Group, LLC	119,725	6.44

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
Parametric Portfolio Associates Llc	3,311,570	6.44
UBS Group AG	1,115,973	6.44
Morgan Stanley	1,099,318	6.44
Wells Fargo & Company/mn	1,048,065	6.44
Royal Bank Of Canada	944,961	6.44
Ahrens Investment Partners LLC	786,382	6.44
Advisor Group Holdings, Inc.	461,902	6.43
Bank Of America Corp /de/	457,450	6.44
Avantax Advisory Services, Inc.	360,455	6.43
Cohen & Steers, Inc.	262,052	6.44
Cohen & Steers Closed-end Opportunity Fund, Inc.	262,052	6.44
LPL Financial LLC	250,049	6.44
Bramshill Investments, LLC	240,789	6.44
Ameriprise Financial Inc	172,400	6.50
Advisors Asset Management, Inc.	164,150	6.44
LSPAX - LoCorr Spectrum Income Fund Class A	158,792	6.44
Resource Consulting Group Inc	150,775	6.44
Janney Montgomery Scott LLC	148,934	6.44
Cambridge Investment Research Advisors, Inc.	136,265	6.44
Spire Wealth Management	134,592	6.44

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	5,716,713
Morgan Stanley	1,099,318	6.44
Allworth Financial LP	775	5.16

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
Morgan Stanley	1,099,318	6.44
Resource Consulting Group Inc	150,775	6.44
OTA Financial Group L.P.	38,940	6.42
Mid Atlantic Financial Management Inc/adv	29,900	6.05
Raymond James Trust N.a.	10,388	6.35
Future Financial Wealth Managment LLC	5,000	6.40
RWM Asset Management, LLC	1,000	6.00
Money Concepts Capital Corp	650	6.15
AdvisorNet Financial, Inc	158	6.33
Newbridge Financial Services Group, Inc.
Segantii Capital Management Ltd
Shaker Financial Services, LLC
C2C Wealth Management, LLC
Astoria Portfolio Advisors LLC.
FNY Investment Advisers, LLC
Gradient Investments LLC
Doliver Advisors, Lp
HC Advisors, LLC
Cwm, Llc
D'Orazio & Associates, Inc.
First Republic Investment Management, Inc.
Tsfg, Llc
Belpointe Asset Management LLC
Snowden Capital Advisors LLC
Wolverine Asset Management Llc
Walleye Capital LLC
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
Cornerstone Advisors Inc
Freestone Capital Holdings, LLC
Millennium Management Llc
Ameritas Investment Corp
WNY Asset Management, LLC
Global Retirement Partners, LLC
United Capital Financial Advisers, Llc
Virtu Financial LLC
Citigroup Inc
MUFG Americas Holdings Corp
Advisor Resource Council
Retirement Planning Co of New England, Inc.

Recent Quarter 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	147,939	4.91	136,265	6.44
Private Advisor Group, LLC	90,156	4.91	69,416	6.44
Commonwealth Equity Services, Llc	87,623	4.91	75,940	6.44
All Season Financial Advisors, Inc.	74,423	4.90	73,536	6.45
Spire Wealth Management	66,710	4.92	134,592	6.44
Sage Capital Advisors,llc	11,265	4.88	11,106	6.21
Geneos Wealth Management Inc.	8,774	4.90	8,774	6.38
Sargent Bickham Lagudis LLC	4,000	5.00	4,000	6.50
Founders Capital Management	3,034	4.94	3,034	6.92
Tompkins Financial Corp	1,350	5.19	1,350	6.67
North Star Investment Management Corp.	931	5.37	931	6.44

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	20,740	90,156	4.91	69,416	6.44	29.88
Commonwealth Equity Services, Llc	11,683	87,623	4.91	75,940	6.44	15.38
Cambridge Investment Research Advisors, Inc.	11,674	147,939	4.91	136,265	6.44	8.57
All Season Financial Advisors, Inc.	887	74,423	4.90	73,536	6.45	1.21
Sage Capital Advisors,llc	159	11,265	4.88	11,106	6.21	1.43

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	67,882	66,710	4.92	134,592	6.44	-50.44

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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
Money Concepts Capital Corp	650	6.15

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	87,623	4.91	75,940	6.44
All Season Financial Advisors, Inc.	74,423	4.90	73,536	6.45
Spire Wealth Management	66,710	4.92	134,592	6.44
Geneos Wealth Management Inc.	8,774	4.90	8,774	6.38
Founders Capital Management	3,034	4.94	3,034	6.92
North Star Investment Management Corp.	931	5.37	931	6.44

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	11,683	87,623	4.91	75,940	6.44	15.38
All Season Financial Advisors, Inc.	887	74,423	4.90	73,536	6.45	1.21

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	67,882	66,710	4.92	134,592	6.44	-50.44

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