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	96	16.00	11.60	13.24
Previous Quarter	101	17.00	11.60	13.25

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	3	27	4	0	0	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	4	0	0	1
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
FIRST TRUST PORTFOLIOS LP	1,898,847
Morgan Stanley	1,332,204	11.60
Advisors Asset Management, Inc.	535,868	11.60
PCEF - Invesco CEF Income Composite ETF	475,340	11.09
Invesco Ltd.	474,920	11.60
Allspring Global Investments Holdings, LLC	448,242	11.60
Wolverine Asset Management Llc	403,064	11.60
Raymond James Financial Services Advisors, Inc.	398,577	11.60
Royal Bank Of Canada	326,119	11.60
Parametric Portfolio Associates Llc	318,027	11.60
Wells Fargo & Company/mn	294,893	11.60
UBS Group AG	184,518	11.60
Ameriprise Financial Inc	149,952	11.60
Bank Of America Corp /de/	149,014	11.60
Karpus Management, Inc.	145,305	11.60
Truist Financial Corp	126,229	11.60
Raymond James & Associates	101,502	11.60
Walleye Capital LLC	97,980	11.60
Stifel Financial Corp	81,263	11.60
Cetera Advisor Networks LLC	67,004	11.60

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	1,332,204	11.60
Advisors Asset Management, Inc.	535,868	11.60
PCEF - Invesco CEF Income Composite ETF	475,340	11.09
Invesco Ltd.	474,920	11.60
Allspring Global Investments Holdings, LLC	448,242	11.60
Wolverine Asset Management Llc	403,064	11.60
Raymond James Financial Services Advisors, Inc.	398,577	11.60
Royal Bank Of Canada	326,119	11.60
Parametric Portfolio Associates Llc	318,027	11.60
Wells Fargo & Company/mn	294,893	11.60
UBS Group AG	184,518	11.60
Ameriprise Financial Inc	149,952	11.60
Bank Of America Corp /de/	149,014	11.60
Karpus Management, Inc.	145,305	11.60
Truist Financial Corp	126,229	11.60
Raymond James & Associates	101,502	11.60
Walleye Capital LLC	97,980	11.60
Stifel Financial Corp	81,263	11.60
Cetera Advisor Networks LLC	67,004	11.60
Atria Wealth Solutions, Inc.	66,240	11.59

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,898,847
Global Retirement Partners, LLC	2,500	10.80
Covington Capital Management	1,500	10.67

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	11,800	9.49
Koshinski Asset Management, Inc.	1,500	26.67
Taylor Hoffman Wealth Management
Personal Wealth Partners
Us Bancorp \de\
Bank of New York Mellon Corp
Strategic Wealth Advisors Group, LLC
Anfield Capital Management, LLC
FNY Investment Advisers, LLC
Kestra Advisory Services, LLC
Citigroup Inc
Citadel Advisors Llc
AdvisorNet Financial, Inc
GWM Advisors LLC
Arkadios Wealth Advisors
Nomura Holdings Inc
Cornerstone Advisors Inc
Advisory Services Network, LLC
Raymond James Trust N.a.
Keystone Financial Group
Atlas Private Wealth Advisors
Waterfront Wealth Inc.
Mercer Global Advisors Inc /adv
Walleye Trading LLC
Wagner Wealth Management, Llc
Proequities, Inc.
CENTRAL TRUST Co

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Northside Capital Management, LLC	24,299	10.99	24,299	11.61
Cambridge Investment Research Advisors, Inc.	19,100	10.99	24,211	11.61
Private Advisor Group, LLC	10,923	10.99	10,923	11.63
Cordasco Financial Network	1,282	10.92	1,282	11.70

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 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	5,111	19,100	10.99	24,211	11.61	-21.11

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
Global Retirement Partners, LLC	2,500	10.80

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	1,500	26.67

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Northside Capital Management, LLC	24,299	10.99	24,299	11.61
Cambridge Investment Research Advisors, Inc.	19,100	10.99	24,211	11.61
Private Advisor Group, LLC	10,923	10.99	10,923	11.63
Cordasco Financial Network	1,282	10.92	1,282	11.70

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 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	5,111	19,100	10.99	24,211	11.61	-21.11

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