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	77	13.00	12.75	12.73
Previous Quarter	84	229.00	12.75	15.32

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	26	5	0	2	2
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	3	0	1	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	1,599,049
Ameriprise Financial Inc	547,609	12.75
Morgan Stanley	539,916	12.75
Guggenheim Capital Llc	485,043	12.75
Bank Of America Corp /de/	408,425	12.75
UBS Group AG	361,948	12.75
Invesco Ltd.	312,997	12.75
Mid-American Wealth Advisory Group, Inc.	312,193	12.75
Advisors Asset Management, Inc.	290,721	12.75
PCEF - Invesco CEF Income Composite ETF	219,740	12.81
Coastal Bridge Advisors, LLC	164,278	12.75
Waterfront Wealth Inc.	136,942	12.82
Baird Financial Group, Inc.	131,786	12.75
Mml Investors Services, Llc	84,318	12.75
ProVise Management Group, LLC	76,366	12.75
Wells Fargo & Company/mn	71,225	12.75
Wagner Wealth Management, Llc	64,732	12.74
LPL Financial LLC	64,557	12.75
Cornerstone Advisory, LLC	60,000	12.75
Advisor Group Holdings, Inc.	57,526	12.76

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
Ameriprise Financial Inc	547,609	12.75
Morgan Stanley	539,916	12.75
Guggenheim Capital Llc	485,043	12.75
Bank Of America Corp /de/	408,425	12.75
UBS Group AG	361,948	12.75
Invesco Ltd.	312,997	12.75
Mid-American Wealth Advisory Group, Inc.	312,193	12.75
Advisors Asset Management, Inc.	290,721	12.75
PCEF - Invesco CEF Income Composite ETF	219,740	12.81
Coastal Bridge Advisors, LLC	164,278	12.75
Waterfront Wealth Inc.	136,942	12.82
Baird Financial Group, Inc.	131,786	12.75
Mml Investors Services, Llc	84,318	12.75
ProVise Management Group, LLC	76,366	12.75
Wells Fargo & Company/mn	71,225	12.75
Wagner Wealth Management, Llc	64,732	12.74
LPL Financial LLC	64,557	12.75
Cornerstone Advisory, LLC	60,000	12.75
Advisor Group Holdings, Inc.	57,526	12.76
Moors & Cabot, Inc.	57,274	12.75

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,599,049

Recent Quarter 26 Institutes closed out their positions

Name	Shares	PPS
Private Advisor Group, LLC	11,686	12.75
Herold Advisors, Inc.	1,033	12754.11
Ieq Capital, Llc
Lenox Wealth Advisors, LLC
Robinson Capital Management, Llc
Hennion & Walsh Asset Management, Inc.
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
Bourgeon Capital Management Llc
CX Institutional
FNY Investment Advisers, LLC
Relative Value Partners Group, LLC
Citadel Advisors Llc
Barclays Plc
Howe & Rusling Inc
Foresight Wealth Management, LLC
Hedges Asset Management LLC
Park Avenue Securities Llc
Envestnet Asset Management Inc
Total Clarity Wealth Management, Inc.
Deutsche Bank Ag\
Integrated Capital Management, Inc.
Saba Capital Management, L.P.
1607 Capital Partners, LLC
Citigroup Inc
Huntington National Bank
RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VPC - Virtus Private Credit Strategy ETF	35,292	11.82	34,198	13.39
Cambridge Investment Research Advisors, Inc.	27,281	11.03	28,705	12.75
Capital Investment Advisors, LLC	25,600	11.02	32,125	12.76
Rockland Trust Co	13,781	11.03	13,455	12.78
Optimum Investment Advisors	2,300	10.87	2,300	12.61

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
VPC - Virtus Private Credit Strategy ETF	1,094	35,292	11.82	34,198	13.39	3.20
Rockland Trust Co	326	13,781	11.03	13,455	12.78	2.42

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Capital Investment Advisors, LLC	6,525	25,600	11.02	32,125	12.76	-20.31
Cambridge Investment Research Advisors, Inc.	1,424	27,281	11.03	28,705	12.75	-4.96

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.	1,033	12754.11
Private Advisor Group, LLC	11,686	12.75

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	27,281	11.03	28,705	12.75
Rockland Trust Co	13,781	11.03	13,455	12.78
Optimum Investment Advisors	2,300	10.87	2,300	12.61

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
Rockland Trust Co	326	13,781	11.03	13,455	12.78	2.42

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,424	27,281	11.03	28,705	12.75	-4.96

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