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	31	24.00	24.12	24.18
Previous Quarter	38	25.00	24.15	24.19

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	0	28	0	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	1	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	0	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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
SG Americas Securities, LLC	793,329	24.18
Morgan Stanley	19,211	24.20
Checchi Capital Advisers, LLC	17,730	24.20
Citadel Advisors Llc	16,000	24.19
Advisor Group Holdings, Inc.	13,888	24.12
UBS Group AG	3,602	24.15
U S Global Investors Inc	1,000	24.00
PSPFX - Global Resources Fund	1,000	24.00
Hartland & Co., LLC	750	24.00
Wells Fargo & Company/mn	345	23.19
ATRAX - Catalyst Systematic Alpha Fund Class A	0
Citadel Advisors Llc	0
Liberty Wealth Management Llc	0
Institutional & Family Asset Management, Llc	0
Level Four Advisory Services, Llc	0
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0
Cetera Advisors LLC	0
Goldman Sachs Group Inc	0
Jane Street Group, Llc	0
Money Concepts Capital Corp	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
SG Americas Securities, LLC	793,329	24.18
Belvedere Trading LLC	50,000	21.24
Money Concepts Capital Corp	23,292	24.17
Morgan Stanley	19,211	24.20
Checchi Capital Advisers, LLC	17,730	24.20
Citadel Advisors Llc	16,000	24.19
Advisor Group Holdings, Inc.	13,888	24.12
Harbor Financial Services, Llc	13,181	36.04
UBS Group AG	3,602	24.15
U S Global Investors Inc	1,000	24.00
PSPFX - Global Resources Fund	1,000	24.00
Hartland & Co., LLC	750	24.00
Wells Fargo & Company/mn	345	23.19
ATRAX - Catalyst Systematic Alpha Fund Class A	0
Liberty Wealth Management Llc	0
IAM Advisory, LLC	0
Citadel Advisors Llc	0
CIBC World Markets Inc.	0
Citadel Advisors Llc	0
Institutional & Family Asset Management, Llc	0

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
Belvedere Trading LLC	50,000	21.24
Money Concepts Capital Corp	23,292	24.17
Citadel Advisors Llc	16,000	24.19
Citadel Advisors Llc	16,000	24.19
Harbor Financial Services, Llc	13,181	36.04
Cutler Group LP
Proequities, Inc.
Advisory Services Network, LLC
Cutler Group LP
Portfolio Strategies, Inc.
IAM Advisory, LLC
Royal Bank Of Canada
CIBC World Markets Inc.
Sigma Planning Corp
ATRAX - Catalyst Systematic Alpha Fund Class A
Level Four Advisory Services, Llc
Spire Wealth Management
Liberty Wealth Management Llc
Institutional & Family Asset Management, Llc
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Jane Street Group, Llc
South Shore Capital Advisors
Goldman Sachs Group Inc
Catalyst Capital Advisors LLC
Cetera Advisors LLC
Avidian Wealth Solutions, LLC
Cambridge Investment Research Advisors, Inc.
Moloney Securities Asset Management, LLC

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	50,000
Cutler Group LP	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Goldman Sachs Group Inc	0

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
Money Concepts Capital Corp	23,292	24.17

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	50,000

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