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	95	14.00	12.18	14.27
Previous Quarter	101	14.00	12.18	14.41

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	25	5	0	2	0
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	2	1	3	0	1	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	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
Bank Of America Corp /de/	1,268,296	12.18
Hennion & Walsh Asset Management, Inc.	1,109,270	12.18
UBS Group AG	672,080	12.18
Guggenheim Capital Llc	546,387	12.18
Royal Bank Of Canada	524,850	12.18
Hollencrest Capital Management	318,750	12.18
Morgan Stanley	278,358	12.18
Van Eck Associates Corp	169,827	12.18
XMPT - VanEck Vectors CEF Municipal Income ETF	158,757	11.69
Guggenheim Strategic Opportunities Fund	107,502	13.40
OTA Financial Group L.P.	103,981	10.72
Cedar Brook Financial Partners, LLC	100,677	0.01
Advisor Group Holdings, Inc.	92,935	187.70
Envestnet Asset Management Inc	92,566	12.18
Park Avenue Securities Llc	89,031	12.18
Cambridge Investment Research Advisors, Inc.	87,328	10.73
Wunderlich Securities, Inc.	86,525	12.18
Wells Fargo & Company/mn	77,374	12.19
First Trust Advisors Lp	76,184	12.18
Mathes Company, Inc.	68,000	12.18

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
Bank Of America Corp /de/	1,268,296	12.18
Hennion & Walsh Asset Management, Inc.	1,109,270	12.18
UBS Group AG	672,080	12.18
Guggenheim Capital Llc	546,387	12.18
Royal Bank Of Canada	524,850	12.18
Hollencrest Capital Management	318,750	12.18
Morgan Stanley	278,358	12.18
Van Eck Associates Corp	169,827	12.18
XMPT - VanEck Vectors CEF Municipal Income ETF	154,436	13.84
Guggenheim Strategic Opportunities Fund	107,502	13.40
Cedar Brook Financial Partners, LLC	100,677	0.01
Advisor Group Holdings, Inc.	92,935	187.70
Envestnet Asset Management Inc	92,566	12.18
Park Avenue Securities Llc	89,031	12.18
Wunderlich Securities, Inc.	86,525	12.18
Wells Fargo & Company/mn	77,374	12.19
First Trust Advisors Lp	76,184	12.18
Mathes Company, Inc.	68,000	12.18
Ameriprise Financial Inc	59,829	12.18
GWM Advisors LLC	51,289	12.19

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Cambridge Investment Research Advisors, Inc.	87,328	10.73
Allworth Financial LP	3,261	10.73

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
Mascoma Wealth Management LLC	961	12.49
Citigroup Inc
BRMSX - Bramshill Income Performance Fund Institutional Class
Us Bancorp \de\
Lenox Wealth Advisors, LLC
Bramshill Investments, LLC
Panagora Asset Management Inc
Advisory Services Network, LLC
Newbridge Financial Services Group, Inc.
Fmr Llc
AlphaCentric Advisors LLC
Snowden Capital Advisors LLC
Bartlett & Co. LLC
VisionPoint Advisory Group, LLC
Proequities, Inc.
AdvisorNet Financial, Inc
Arkadios Wealth Advisors
WASHINGTON TRUST Co
Ironwood Financial, llc
DCM Advisors, LLC
United Capital Financial Advisers, Llc
NEIRG Wealth Management, LLC
Paragon Capital Management Ltd
Pinnacle Wealth Planning Services, Inc.
Chilton Capital Management Llc

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF	158,757	11.69	154,436	13.84
OTA Financial Group L.P.	103,981	10.72	31,353	12.15
Wealth Alliance Advisory Group, LLC	33,775	10.72	33,775	12.17
180 Wealth Advisors, Llc	11,640	10.82	11,640	11.51
FNY Investment Advisers, LLC	600	10.00	600	11.67

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
OTA Financial Group L.P.	72,628	103,981	10.72	31,353	12.15	231.65
XMPT - VanEck Vectors CEF Municipal Income ETF	4,321	158,757	11.69	154,436	13.84	2.80

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 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 2 New Institutes added position

Name	Shares	PPS
Cambridge Investment Research Advisors, Inc.	87,328	10.73
Allworth Financial LP	3,261	10.73

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Mascoma Wealth Management LLC	961	12.49

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
OTA Financial Group L.P.	103,981	10.72	31,353	12.15
180 Wealth Advisors, Llc	11,640	10.82	11,640	11.51
FNY Investment Advisers, LLC	600	10.00	600	11.67

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
OTA Financial Group L.P.	72,628	103,981	10.72	31,353	12.15	231.65

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