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	21	25.00	24.57	24.56
Previous Quarter	25	23.00	21.61	22.33

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	1	11	1	9	3	4
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	1	6	3	3
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
Goldman Sachs Group Inc	100,000	24.58
Royal Bank Of Canada	43,824	24.58
Rockefeller Capital Management L.P.	36,414	24.55
LPL Financial LLC	20,757	24.57
Susquehanna International Group, Llp	20,283	24.60
Advisor Group Holdings, Inc.	10,334	24.48
Morgan Stanley	6,877	24.57
Us Bancorp \de\	1,000	25.00
UBS Group AG	977	24.56
Harbour Investments, Inc.	819	21.98
Captrust Financial Advisors	655	21.37
Global Retirement Partners, LLC	388	25.77
American Research & Management Co.	100	20.00
Baldrige Asset Management LLC	23	43.48
Montag A & Associates Inc	3
Wells Fargo & Company/mn	0
Proequities, Inc.	0
Money Concepts Capital Corp	0
Flow Traders U.s. Llc	0
O'Dell Group, LLC	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
Goldman Sachs Group Inc	100,000	21.60
Royal Bank Of Canada	78,390	21.60
LPL Financial LLC	22,281	21.59
Susquehanna International Group, Llp	9,830	38.56
Advisor Group Holdings, Inc.	9,349	21.61
Morgan Stanley	6,973	21.65
Us Bancorp \de\	1,000	22.00
Harbour Investments, Inc.	819	21.98
Captrust Financial Advisors	655	21.37
Global Retirement Partners, LLC	408	22.06
UBS Group AG	329	21.28
Monolith Advisors	217	23.04
American Research & Management Co.	100	20.00
Baldrige Asset Management LLC	23
Montag A & Associates Inc	3
Jacobi Capital Management LLC	0
Spire Wealth Management	0
Wells Fargo & Company/mn	0
Cetera Investment Advisers	0
Bank Of America Corp /de/	0

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Rockefeller Capital Management L.P.	36,414	24.55

Recent Quarter 11 Institutes closed out their positions

Name	Shares	PPS
Monolith Advisors	217	23.04
Bank Of America Corp /de/
Retirement Group, LLC
Jacobi Capital Management LLC
Spire Wealth Management
Cetera Investment Advisers
Flow Traders U.s. Llc
Wells Fargo & Company/mn
Proequities, Inc.
Money Concepts Capital Corp
O'Dell Group, LLC

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Susquehanna International Group, Llp	20,283	24.60	9,830	38.56

Recent Quarter 9 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Goldman Sachs Group Inc	100,000	24.58	100,000	21.60
Royal Bank Of Canada	43,824	24.58	78,390	21.60
LPL Financial LLC	20,757	24.57	22,281	21.59
Advisor Group Holdings, Inc.	10,334	24.48	9,349	21.61
Morgan Stanley	6,877	24.57	6,973	21.65
Us Bancorp \de\	1,000	25.00	1,000	22.00
UBS Group AG	977	24.56	329	21.28
Global Retirement Partners, LLC	388	25.77	408	22.06
Baldrige Asset Management LLC	23	43.48	23

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Susquehanna International Group, Llp	10,453	20,283	24.60	9,830	38.56	106.34
Advisor Group Holdings, Inc.	985	10,334	24.48	9,349	21.61	10.54
UBS Group AG	648	977	24.56	329	21.28	196.96

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Royal Bank Of Canada	34,566	43,824	24.58	78,390	21.60	-44.09
LPL Financial LLC	1,524	20,757	24.57	22,281	21.59	-6.84
Morgan Stanley	96	6,877	24.57	6,973	21.65	-1.38
Global Retirement Partners, LLC	20	388	25.77	408	22.06	-4.90

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
Monolith Advisors	217	23.04

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Susquehanna International Group, Llp	20,283	24.60	9,830	38.56

Past Week 6 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Goldman Sachs Group Inc	100,000	24.58	100,000	21.60
Royal Bank Of Canada	43,824	24.58	78,390	21.60
LPL Financial LLC	20,757	24.57	22,281	21.59
Advisor Group Holdings, Inc.	10,334	24.48	9,349	21.61
Morgan Stanley	6,877	24.57	6,973	21.65
UBS Group AG	977	24.56	329	21.28

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Susquehanna International Group, Llp	10,453	20,283	24.60	9,830	38.56	106.34
Advisor Group Holdings, Inc.	985	10,334	24.48	9,349	21.61	10.54
UBS Group AG	648	977	24.56	329	21.28	196.96

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Royal Bank Of Canada	34,566	43,824	24.58	78,390	21.60	-44.09
LPL Financial LLC	1,524	20,757	24.57	22,281	21.59	-6.84
Morgan Stanley	96	6,877	24.57	6,973	21.65	-1.38

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