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	171	22.00	22.02	22.07
Previous Quarter	188	187.00	22.02	23.44

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	1	57	7	0	1	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	1	1	6	0	1	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
Morgan Stanley	1,875,164	22.02
Guggenheim Capital Llc	1,721,316	22.02
Guggenheim Taxable Municipal Managed Duration Trust	1,415,617	23.50
UBS Group AG	1,394,199	22.02
Ameriprise Financial Inc	1,000,278	22.02
Lebenthal Global Advisors, LLC	744,241	22.02
Bank Of America Corp /de/	684,302	22.02
Wells Fargo & Company/mn	641,050	22.02
PCEF - Invesco CEF Income Composite ETF	582,374	23.50
Invesco Ltd.	569,610	22.02
Eagle Bluffs Wealth Management LLC	568,939	22.02
LPL Financial LLC	412,381	22.02
Royal Bank Of Canada	394,275	22.02
Pnc Financial Services Group, Inc.	349,890	22.02
Raymond James Financial Services Advisors, Inc.	333,831	22.02
Advisor Group Holdings, Inc.	314,017	22.02
Guggenheim Strategic Opportunities Fund	287,142	23.50
Raymond James & Associates	193,467	22.02
Hilltop Holdings Inc.	190,909	22.02
Veritable, L.P.	179,000	22.02

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
Morgan Stanley	1,875,164	22.02
Guggenheim Capital Llc	1,721,316	22.02
Guggenheim Taxable Municipal Managed Duration Trust	1,415,617	23.50
UBS Group AG	1,394,199	22.02
Ameriprise Financial Inc	1,000,278	22.02
Lebenthal Global Advisors, LLC	744,241	22.02
Bank Of America Corp /de/	684,302	22.02
Wells Fargo & Company/mn	641,050	22.02
PCEF - Invesco CEF Income Composite ETF	582,374	23.50
Invesco Ltd.	569,610	22.02
Eagle Bluffs Wealth Management LLC	568,939	22.02
LPL Financial LLC	412,381	22.02
Royal Bank Of Canada	394,275	22.02
Pnc Financial Services Group, Inc.	349,890	22.02
Raymond James Financial Services Advisors, Inc.	333,831	22.02
Advisor Group Holdings, Inc.	314,017	22.02
Guggenheim Strategic Opportunities Fund	287,142	23.50
Raymond James & Associates	193,467	22.02
Hilltop Holdings Inc.	190,909	22.02
YYY - Amplify High Income ETF	182,216	26.14

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Cooper Financial Group	173,102	19.16

Recent Quarter 57 Institutes closed out their positions

Name	Shares	PPS
YYY - Amplify High Income ETF	182,216	26.14
Mid Atlantic Financial Management Inc/adv	24,058	25.73
Sonora Investment Management, LLC	1,500	26.00
Parallel Advisors, LLC	1,200	25.83
Herold Advisors, Inc.	1,000	22020.00
Carroll Financial Associates, Inc.	300	23.33
PRW Wealth Management LLC
FNY Investment Advisers, LLC
Bank of New York Mellon Corp
Advisory Services Network, LLC
Newbridge Financial Services Group, Inc.
Ackerman Capital Advisors, LLC
TCG Advisory Services, LLC
Savior LLC
Jpmorgan Chase & Co
Secure Asset Management, LLC
Lindbrook Capital, Llc
AE Wealth Management LLC
Arkadios Wealth Advisors
Wolverine Asset Management Llc
Aristides Capital LLC
Gerber Kawasaki Wealth & Investment Management
Solstein Capital, LLC
Mml Investors Services, Llc
O'Dell Group, LLC
Lloyd Park, LLC
Centaurus Financial, Inc.
Gryphon Financial Partners LLC
Panagora Asset Management Inc
DCM Advisors, LLC
Carl P. Sherr & Co., LLC
Dfpg Investments, Llc
Kestra Advisory Services, LLC
Proequities, Inc.
Janney Montgomery Scott LLC
Tower Research Capital LLC (TRC)
Baker Tilly Financial, Llc
Penserra Capital Management LLC
Citigroup Inc
Parkside Financial Bank & Trust
Lazard Asset Management Llc
Cetera Advisor Networks LLC
Kestra Private Wealth Services, Llc
Avantax Advisory Services, Inc.
Citadel Advisors Llc
Aevitas Wealth Management, Inc.
Widmann Financial Services, Inc.
Biltmore Family Office, LLC
Onyx Bridge Wealth Group LLC
Oppenheimer & Co Inc
Pacific Wealth Strategies Group, Inc.
Geneva Partners, LLC
Samalin Investment Counsel, LLC
Bnc Wealth Management, Llc
Jefferies Group LLC
FirstPurpose Wealth LLC
Quent Capital, LLC

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Addison Capital Co	121,949	19.16	123,930	22.02
Miracle Mile Advisors, LLC	66,674	19.15	79,720	22.01
Cambridge Investment Research Advisors, Inc.	55,066	19.16	54,729	22.02
Private Advisor Group, LLC	38,701	19.17	38,927	22.02
VERITY Wealth Advisors	10,078	19.15	10,078	22.03
Bank of New Hampshire	1,200	19.17	1,200	21.67
Allworth Financial LP	300	20.00	300	23.33

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	337	55,066	19.16	54,729	22.02	0.62

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	13,046	66,674	19.15	79,720	22.01	-16.36
Addison Capital Co	1,981	121,949	19.16	123,930	22.02	-1.60
Private Advisor Group, LLC	226	38,701	19.17	38,927	22.02	-0.58

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 1 New Institutes added position

Name	Shares	PPS
Cooper Financial Group	173,102	19.16

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	1,000	22020.00

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Addison Capital Co	121,949	19.16	123,930	22.02
Miracle Mile Advisors, LLC	66,674	19.15	79,720	22.01
Cambridge Investment Research Advisors, Inc.	55,066	19.16	54,729	22.02
Private Advisor Group, LLC	38,701	19.17	38,927	22.02
VERITY Wealth Advisors	10,078	19.15	10,078	22.03
Allworth Financial LP	300	20.00	300	23.33

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	337	55,066	19.16	54,729	22.02	0.62

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	13,046	66,674	19.15	79,720	22.01	-16.36
Addison Capital Co	1,981	121,949	19.16	123,930	22.02	-1.60
Private Advisor Group, LLC	226	38,701	19.17	38,927	22.02	-0.58

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