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	220	10.00	9.90	9.56
Previous Quarter	236	62.00	9.90	9.99

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	7	53	33	0	11	10
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	21	0	7	7
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
Cook Wealth Management Group Llc	4,104,005	9.37
Morgan Stanley	3,516,485	9.90
Wells Fargo & Company/mn	2,876,836	9.90
Invesco Ltd.	2,537,821	9.90
PCEF - Invesco CEF Income Composite ETF	2,380,189	9.69
Raymond James Financial Services Advisors, Inc.	2,351,533	9.90
Raymond James & Associates	2,161,268	9.90
Guggenheim Capital Llc	1,601,156	9.90
Stifel Financial Corp	1,295,448	9.90
Royal Bank Of Canada	1,204,066	9.90
Parametric Portfolio Associates Llc	1,020,815	9.90
LPL Financial LLC	977,605	9.90
Advisors Asset Management, Inc.	644,995	9.90
Stratos Wealth Advisors, LLC	583,525	8.83
Shaker Financial Services, LLC	562,196	9.90
Steward Partners Investment Advisory, Llc	556,408	0.01
UBS Group AG	548,942	9.90
Capital Investment Advisors, LLC	539,389	8.83
Commonwealth Equity Services, Llc	485,743	8.83
Bank Of America Corp /de/	459,369	9.90

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
Cook Wealth Management Group Llc	4,104,005	9.37
Morgan Stanley	3,516,485	9.90
Wells Fargo & Company/mn	2,876,836	9.90
Invesco Ltd.	2,537,821	9.90
PCEF - Invesco CEF Income Composite ETF	2,380,189	9.69
Raymond James Financial Services Advisors, Inc.	2,351,533	9.90
Raymond James & Associates	2,161,268	9.90
Guggenheim Capital Llc	1,601,156	9.90
Stifel Financial Corp	1,295,448	9.90
Royal Bank Of Canada	1,204,066	9.90
Parametric Portfolio Associates Llc	1,020,815	9.90
LPL Financial LLC	977,605	9.90
YYY - Amplify High Income ETF	667,913	10.32
Advisors Asset Management, Inc.	644,995	9.90
Stratos Wealth Advisors, LLC	605,524	9.90
Shaker Financial Services, LLC	562,196	9.90
Capital Investment Advisors, LLC	560,965	9.90
Steward Partners Investment Advisory, Llc	556,408	0.01
UBS Group AG	548,942	9.90
Bank Of America Corp /de/	459,369	9.90

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
OTA Financial Group L.P.	23,454	8.83
Hennion & Walsh Asset Management, Inc.	19,109	8.84
Sugarloaf Wealth Management, LLC	2,830	8.83
AAINX - Thrivent Opportunity Income Plus Fund Class A	2,200	9.09
AABFX - Thrivent Balanced Income Plus Fund Class A	450	8.89
Atticus Wealth Management, Llc	0
Atlas Private Wealth Advisors	0

Recent Quarter 53 Institutes closed out their positions

Name	Shares	PPS
YYY - Amplify High Income ETF	667,913	10.32
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	256,822	9.80
Homrich & Berg	71,474	9.79
Pinnacle Private Wealth, LLC	45,752	9.90
Mid Atlantic Financial Management Inc/adv	31,288	9.81
Ameritas Investment Corp	20,278
Harborview Advisors, LLC	14,729	9.78
Money Concepts Capital Corp	11,150	9.87
Brookstone Capital Management	10,083	9.72
Koshinski Asset Management, Inc.	5,830	9.95
Carroll Financial Associates, Inc.	2,158	9.73
Herold Advisors, Inc.	1,300	9900.00
Wealth Quarterback LLC	271
Syverson Strege & Co
Snowden Capital Advisors LLC
Blue Bell Private Wealth Management, Llc
Atlas Private Wealth Advisors
Camelot Portfolios, LLC
Cedar Brook Financial Partners, LLC
CX Institutional
Hrt Financial Lp
Capital Analysts, Inc.
Two Sigma Securities, Llc
Confluence Wealth Services, Inc.
Virtu Financial LLC
Maple Capital Management, Inc.
Edge Wealth Management LLC
Howard Wealth Management, Llc
Parisi Gray Wealth Management
Lee Financial Co
Jpmorgan Chase & Co
Wagner Wealth Management, Llc
Paradigm Financial Partners, Llc
1607 Capital Partners, LLC
Allegheny Financial Group LTD
Penserra Capital Management LLC
Emerald Investment Partners, Llc
Jane Street Group, Llc
Kowal Investment Group, LLC
Huntington National Bank
O'shaughnessy Asset Management, Llc
Gerber Kawasaki Wealth & Investment Management
Arkadios Wealth Advisors
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
Arrow Financial Corp
Quad-Cities Investment Group, LLC
International Assets Investment Management, Llc
CENTRAL TRUST Co
Wealthspire Advisors, LLC
FNY Investment Advisers, LLC
Pinnacle Bancorp, Inc.
Cornerstone Advisors Inc
AdvisorNet Financial, Inc

Recent Quarter 33 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stratos Wealth Advisors, LLC	583,525	8.83	605,524	9.90
Capital Investment Advisors, LLC	539,389	8.83	560,965	9.90
Commonwealth Equity Services, Llc	485,743	8.83	448,112	9.90
David J Yvars Group	201,580	8.96	197,636	9.91
Shulman DeMeo Asset Management LLC	150,767	8.83	152,169	9.90
Spire Wealth Management	148,993	8.83	293,958	9.90
Cambridge Investment Research Advisors, Inc.	142,821	8.83	150,652	9.90
Raymond James Trust N.a.	114,670	8.83	104,098	9.90
Stratos Wealth Partners, LTD.	108,138	8.83	102,461	9.90
HB Wealth Management, LLC	72,701	8.83	70,670	9.91
Truist Financial Corp	55,151	8.83	95,933	9.90
Private Advisor Group, LLC	45,059	8.83	20,788	9.91
DAVENPORT & Co LLC	42,820	8.83	42,820	9.90
Conning Inc.	33,194	8.83	32,621	9.90
Shufro Rose & Co Llc	27,285	8.83	27,285	9.90
CFO4Life Group, LLC	26,321	9.00	30,275	9.91
Aurora Private Wealth, Inc.	23,456	8.83	22,329	9.90
Wedbush Securities Inc	17,357	8.81	20,602	9.90
180 Wealth Advisors, Llc	15,821	8.98	15,844	9.78
Claraphi Advisory Network, LLC	15,276	8.84	14,245	9.90

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	37,631	485,743	8.83	448,112	9.90	8.40
Private Advisor Group, LLC	24,271	45,059	8.83	20,788	9.91	116.75
Raymond James Trust N.a.	10,572	114,670	8.83	104,098	9.90	10.16
Stratos Wealth Partners, LTD.	5,677	108,138	8.83	102,461	9.90	5.54
David J Yvars Group	3,944	201,580	8.96	197,636	9.91	2.00
HB Wealth Management, LLC	2,031	72,701	8.83	70,670	9.91	2.87
Aurora Private Wealth, Inc.	1,127	23,456	8.83	22,329	9.90	5.05
Claraphi Advisory Network, LLC	1,031	15,276	8.84	14,245	9.90	7.24
Capital Investment Advisory Services, LLC	845	13,763	8.86	12,918	9.91	6.54
Conning Inc.	573	33,194	8.83	32,621	9.90	1.76
GPS Wealth Strategies Group, LLC	300	3,500	8.86	3,200	10.00	9.38

Recent Quarter 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	144,965	148,993	8.83	293,958	9.90	-49.31
Truist Financial Corp	40,782	55,151	8.83	95,933	9.90	-42.51
Stratos Wealth Advisors, LLC	21,999	583,525	8.83	605,524	9.90	-3.63
Capital Investment Advisors, LLC	21,576	539,389	8.83	560,965	9.90	-3.85
Cambridge Investment Research Advisors, Inc.	7,831	142,821	8.83	150,652	9.90	-5.20
CFO4Life Group, LLC	3,954	26,321	9.00	30,275	9.91	-13.06
Wedbush Securities Inc	3,245	17,357	8.81	20,602	9.90	-15.75
Geneos Wealth Management Inc.	2,100	1,864	8.58	3,964	9.84	-52.98
Shulman DeMeo Asset Management LLC	1,402	150,767	8.83	152,169	9.90	-0.92
180 Wealth Advisors, Llc	23	15,821	8.98	15,844	9.78	-0.15

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
Hennion & Walsh Asset Management, Inc.	19,109	8.84

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Money Concepts Capital Corp	11,150	9.87

Past Week 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stratos Wealth Advisors, LLC	583,525	8.83	605,524	9.90
Commonwealth Equity Services, Llc	485,743	8.83	448,112	9.90
Shulman DeMeo Asset Management LLC	150,767	8.83	152,169	9.90
Spire Wealth Management	148,993	8.83	293,958	9.90
Stratos Wealth Partners, LTD.	108,138	8.83	102,461	9.90
Truist Financial Corp	55,151	8.83	95,933	9.90
DAVENPORT & Co LLC	42,820	8.83	42,820	9.90
Conning Inc.	33,194	8.83	32,621	9.90
Shufro Rose & Co Llc	27,285	8.83	27,285	9.90
CFO4Life Group, LLC	26,321	9.00	30,275	9.91
Aurora Private Wealth, Inc.	23,456	8.83	22,329	9.90
Wedbush Securities Inc	17,357	8.81	20,602	9.90
Claraphi Advisory Network, LLC	15,276	8.84	14,245	9.90
Capital Investment Advisory Services, LLC	13,763	8.86	12,918	9.91
Alpha Omega Wealth Management LLC	13,691	8.84	13,691	9.93
Hexagon Capital Partners LLC	7,882	8.88	7,882	9.90
North Star Investment Management Corp.	7,284	8.79	7,284	9.88
Atwood & Palmer Inc	3,700	8.92	3,700	10.00
GPS Wealth Strategies Group, LLC	3,500	8.86	3,200	10.00
Geneos Wealth Management Inc.	1,864	8.58	3,964	9.84
Hanson & Doremus Investment Management	1,100	9.09	1,100	10.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Commonwealth Equity Services, Llc	37,631	485,743	8.83	448,112	9.90	8.40
Stratos Wealth Partners, LTD.	5,677	108,138	8.83	102,461	9.90	5.54
Aurora Private Wealth, Inc.	1,127	23,456	8.83	22,329	9.90	5.05
Claraphi Advisory Network, LLC	1,031	15,276	8.84	14,245	9.90	7.24
Capital Investment Advisory Services, LLC	845	13,763	8.86	12,918	9.91	6.54
Conning Inc.	573	33,194	8.83	32,621	9.90	1.76
GPS Wealth Strategies Group, LLC	300	3,500	8.86	3,200	10.00	9.38

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	144,965	148,993	8.83	293,958	9.90	-49.31
Truist Financial Corp	40,782	55,151	8.83	95,933	9.90	-42.51
Stratos Wealth Advisors, LLC	21,999	583,525	8.83	605,524	9.90	-3.63
CFO4Life Group, LLC	3,954	26,321	9.00	30,275	9.91	-13.06
Wedbush Securities Inc	3,245	17,357	8.81	20,602	9.90	-15.75
Geneos Wealth Management Inc.	2,100	1,864	8.58	3,964	9.84	-52.98
Shulman DeMeo Asset Management LLC	1,402	150,767	8.83	152,169	9.90	-0.92

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