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	158	11.00	11.04	10.86
Previous Quarter	167	106.00	11.04	12.21

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	50	9	0	2	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	0	2	8	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
Wells Fargo & Company/mn	5,624,069	11.04
WELLS FARGO & COMPANY/MN	5,190,265
Lazard Asset Management Llc	2,528,844	11.04
Stifel Financial Corp	1,744,470	11.04
Morgan Stanley	1,687,726	11.04
Parametric Portfolio Associates Llc	1,675,800	11.04
Ameriprise Financial Inc	1,438,937	11.05
PCEF - Invesco CEF Income Composite ETF	1,311,690	10.37
Invesco Ltd.	1,213,389	11.04
Raymond James & Associates	1,178,295	11.04
Royal Bank Of Canada	993,069	11.04
Commonwealth Equity Services, Llc	907,615	11.04
Raymond James Financial Services Advisors, Inc.	778,433	11.04
Stratos Wealth Partners, LTD.	656,432	11.04
Prospera Financial Services Inc	610,316	11.04
Penn Mutual Asset Management, LLC	581,181	11.04
LPL Financial LLC	434,870	11.04
Bank Of America Corp /de/	426,313	11.04
Steward Partners Investment Advisory, Llc	294,121	0.01
44 Wealth Management Llc	293,605	11.04

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
Wells Fargo & Company/mn	5,624,069	11.04
Lazard Asset Management Llc	2,528,844	11.04
Stifel Financial Corp	1,744,470	11.04
Morgan Stanley	1,687,726	11.04
Parametric Portfolio Associates Llc	1,675,800	11.04
Ameriprise Financial Inc	1,438,937	11.05
PCEF - Invesco CEF Income Composite ETF	1,311,690	10.37
Invesco Ltd.	1,213,389	11.04
Raymond James & Associates	1,178,295	11.04
Royal Bank Of Canada	993,069	11.04
Commonwealth Equity Services, Llc	907,615	11.04
Raymond James Financial Services Advisors, Inc.	778,433	11.04
Stratos Wealth Partners, LTD.	656,432	11.04
Prospera Financial Services Inc	610,316	11.04
Penn Mutual Asset Management, LLC	581,181	11.04
LPL Financial LLC	434,870	11.04
Bank Of America Corp /de/	426,313	11.04
Steward Partners Investment Advisory, Llc	294,121	0.01
44 Wealth Management Llc	293,605	11.04
Rockefeller Capital Management L.P.	212,369	11.04

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
WELLS FARGO & COMPANY/MN	5,190,265

Recent Quarter 50 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	28,850	8.94
Herold Advisors, Inc.	3,283	11041.43
Koshinski Asset Management, Inc.	2,200	10.91
Carroll Financial Associates, Inc.	98
Motco
Citigroup Inc
Greytown Advisors Inc.
All Season Financial Advisors, Inc.
Penserra Capital Management LLC
CIBC World Markets Inc.
Personal Wealth Partners
Citadel Advisors Llc
Doliver Advisors, Lp
Walleye Trading LLC
Proequities, Inc.
We Are One Seven, LLC
Quantedge Capital Pte Ltd
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Hrt Financial Lp
GWM Advisors LLC
Landscape Capital Management, L.l.c.
Nomura Holdings Inc
Arkadios Wealth Advisors
CX Institutional
Anfield Capital Management, LLC
Millennium Management Llc
Logan Stone Capital, LLC
Cornerstone Advisory, LLC
Wedbush Securities Inc
Whittier Trust Co Of Nevada Inc
Advisors Asset Management, Inc.
FNY Investment Advisers, LLC
D'Orazio & Associates, Inc.
CoreCap Advisors, LLC
Jpmorgan Chase & Co
O'shaughnessy Asset Management, Llc
Cwm, Llc
Confluence Wealth Services, Inc.
Tower Research Capital LLC (TRC)
Wolverine Asset Management Llc
Pnc Financial Services Group, Inc.
Advisory Services Network, LLC
Snowden Capital Advisors LLC
Outfitter Financial LLC
Thompson Davis & Co., Inc.
1607 Capital Partners, LLC
Walleye Capital LLC
Cornerstone Advisors Inc
Edge Wealth Management LLC
Delta Investment Management, LLC

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	127,863	8.99	162,180	11.04
Cambridge Investment Research Advisors, Inc.	83,467	8.99	97,469	11.04
RB Capital Management, LLC	80,167	8.98	82,010	11.04
AdvisorNet Financial, Inc	36,478	8.99	36,388	11.05
PFG Advisors	12,946	8.96	11,405	11.05
Cordasco Financial Network	9,651	9.01	9,651	11.09
Allworth Financial LP	3,250	8.92	3,250	11.08
SOA Wealth Advisors, LLC.	1,640	8.54	1,640	10.98
West Oak Capital, LLC	1,200	9.17	1,200	10.83

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
PFG Advisors	1,541	12,946	8.96	11,405	11.05	13.51
AdvisorNet Financial, Inc	90	36,478	8.99	36,388	11.05	0.25

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	34,317	127,863	8.99	162,180	11.04	-21.16
Cambridge Investment Research Advisors, Inc.	14,002	83,467	8.99	97,469	11.04	-14.37
RB Capital Management, LLC	1,843	80,167	8.98	82,010	11.04	-2.25

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 2 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	3,283	11041.43
Koshinski Asset Management, Inc.	2,200	10.91

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	127,863	8.99	162,180	11.04
Cambridge Investment Research Advisors, Inc.	83,467	8.99	97,469	11.04
RB Capital Management, LLC	80,167	8.98	82,010	11.04
PFG Advisors	12,946	8.96	11,405	11.05
Cordasco Financial Network	9,651	9.01	9,651	11.09
Allworth Financial LP	3,250	8.92	3,250	11.08
SOA Wealth Advisors, LLC.	1,640	8.54	1,640	10.98
West Oak Capital, LLC	1,200	9.17	1,200	10.83

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
PFG Advisors	1,541	12,946	8.96	11,405	11.05	13.51

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	34,317	127,863	8.99	162,180	11.04	-21.16
Cambridge Investment Research Advisors, Inc.	14,002	83,467	8.99	97,469	11.04	-14.37
RB Capital Management, LLC	1,843	80,167	8.98	82,010	11.04	-2.25

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