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	87	16.00	16.56	16.44
Previous Quarter	89	17.00	16.56	16.59

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	2	24	7	0	4	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	1	1	5	0	3	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	5,000	0.00	16.60	0	0.00	0.00
Previous Quarter	5,000	0.00	16.60	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	4,995,831	16.56
Rivernorth Capital Management, Llc	4,387,187	16.56
Amplius Wealth Advisors, LLC	2,478,092	16.56
Bank Of America Corp /de/	1,980,383	16.56
UBS Group AG	1,972,662	16.56
Rivernorth Opportunities Fund, Inc.	1,342,769	15.56
Parametric Portfolio Associates Llc	862,490	16.56
Sit Investment Associates Inc	777,891	16.56
Wells Fargo & Company/mn	572,617	16.56
Cohen & Steers, Inc.	465,588	16.56
Royal Bank Of Canada	455,775	16.56
Karpus Management, Inc.	420,860	16.56
Wolverine Asset Management Llc	313,882	16.56
Thomas J. Herzfeld Advisors, Inc.	307,595	16.56
Advisor Group Holdings, Inc.	291,559	11.79
Cohen & Steers Closed-end Opportunity Fund, Inc.	282,088	16.56
Raymond James & Associates	260,872	16.56
Logan Stone Capital, LLC	257,515	16.56
RNCOX - RiverNorth Core Opportunity Fund Class R	252,652	16.56
Rockefeller Capital Management L.P.	176,240	16.56

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	4,995,831	16.56
Rivernorth Capital Management, Llc	4,387,187	16.56
Amplius Wealth Advisors, LLC	2,478,092	16.56
Bank Of America Corp /de/	1,980,383	16.56
UBS Group AG	1,972,662	16.56
Rivernorth Opportunities Fund, Inc.	983,887	18.33
Parametric Portfolio Associates Llc	862,490	16.56
Sit Investment Associates Inc	777,891	16.56
Wells Fargo & Company/mn	572,617	16.56
Cohen & Steers, Inc.	465,588	16.56
Royal Bank Of Canada	455,775	16.56
Karpus Management, Inc.	420,860	16.56
Wolverine Asset Management Llc	313,882	16.56
Thomas J. Herzfeld Advisors, Inc.	307,595	16.56
Advisor Group Holdings, Inc.	291,559	11.79
Cohen & Steers Closed-end Opportunity Fund, Inc.	282,088	16.56
Raymond James & Associates	260,872	16.56
Logan Stone Capital, LLC	257,515	16.56
RNCOX - RiverNorth Core Opportunity Fund Class R	252,652	16.56
Rockefeller Capital Management L.P.	176,240	16.56

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Covington Capital Management	42,734	14.65
Strategic Asset Management, LLC	1,145	14.85

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Independent Investors Inc	25,000	16.56
Wealth Quarterback LLC	469
Newbridge Financial Services Group, Inc.
Corrado Advisors, Llc
Two Sigma Securities, Llc
Nomura Holdings Inc
Tiedemann Advisors, Llc
Austin Asset Management Co Inc
Weiss Asset Management LP
Plante Moran Financial Advisors, LLC
Ahrens Investment Partners LLC
Signet Financial Management, Llc
Beech Hill Advisors, Inc.
Barrett Asset Management, LLC
Millennium Management Llc
Quilter Plc
Signaturefd, Llc
Jane Street Group, Llc
Tower Research Capital LLC (TRC)
Proequities, Inc.
Susquehanna International Group, Llp
Wagner Wealth Management, Llc
Activest Wealth Management
Lindbrook Capital, Llc

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Rivernorth Opportunities Fund, Inc.	1,342,769	15.56	983,887	18.33
YYY - Amplify High Income ETF	93,387	15.56	94,297	18.33
Transcend Wealth Collective, Llc	50,150	14.66	46,150	16.55
Raymond James Trust N.a.	23,941	14.66	17,073	16.58
Calton & Associates, Inc.	21,426	14.61	16,544	16.50
Global Retirement Partners, LLC	19,790	14.65	19,790	15.21
Cambridge Investment Research Advisors, Inc.	10,738	14.62	10,738	16.58

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Rivernorth Opportunities Fund, Inc.	358,882	1,342,769	15.56	983,887	18.33	36.48
Raymond James Trust N.a.	6,868	23,941	14.66	17,073	16.58	40.23
Calton & Associates, Inc.	4,882	21,426	14.61	16,544	16.50	29.51
Transcend Wealth Collective, Llc	4,000	50,150	14.66	46,150	16.55	8.67

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YYY - Amplify High Income ETF	910	93,387	15.56	94,297	18.33	-0.97

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
Strategic Asset Management, LLC	1,145	14.85

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Independent Investors Inc	25,000	16.56

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Transcend Wealth Collective, Llc	50,150	14.66	46,150	16.55
Raymond James Trust N.a.	23,941	14.66	17,073	16.58
Calton & Associates, Inc.	21,426	14.61	16,544	16.50
Global Retirement Partners, LLC	19,790	14.65	19,790	15.21
Cambridge Investment Research Advisors, Inc.	10,738	14.62	10,738	16.58

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Raymond James Trust N.a.	6,868	23,941	14.66	17,073	16.58	40.23
Calton & Associates, Inc.	4,882	21,426	14.61	16,544	16.50	29.51
Transcend Wealth Collective, Llc	4,000	50,150	14.66	46,150	16.55	8.67

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