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	94	14.00	14.29	14.10
Previous Quarter	101	14.00	14.29	14.07

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	4	32	3	2	1	3
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	0	1	0	0	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
FIRST TRUST PORTFOLIOS LP	1,490,314
MORGAN STANLEY	940,839
Bank Of America Corp /de/	822,436	15.28
BANK OF AMERICA CORP /DE/	744,770
Integrated Wealth Concepts LLC	646,699	15.28
Sit Investment Associates Inc	558,052	13.44
Guggenheim Capital Llc	445,171	13.44
Invesco Ltd.	405,199	13.44
LPL Financial LLC	296,448	15.28
Advisors Asset Management, Inc.	293,662	13.44
Janney Montgomery Scott LLC	289,640	13.44
Morgan Stanley	289,029	13.44
Cohen & Steers, Inc.	214,821	13.44
Cohen & Steers Closed-end Opportunity Fund, Inc.	214,821	13.44
Coastal Bridge Advisors, LLC	175,337	15.28
Rivernorth Capital Management, Llc	169,577	15.28
PCEF - Invesco CEF Income Composite ETF	168,199	13.74
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	133,802	15.28
Apollon Wealth Management, LLC	98,751	15.28
Wells Fargo & Company/mn	89,593	15.28

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/	822,436	15.28
Integrated Wealth Concepts LLC	646,699	15.28
Sit Investment Associates Inc	558,052	13.44
Guggenheim Capital Llc	445,171	13.44
Invesco Ltd.	405,199	13.44
LPL Financial LLC	296,448	15.28
Advisors Asset Management, Inc.	293,662	13.44
Janney Montgomery Scott LLC	289,640	13.44
Morgan Stanley	289,029	13.44
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	220,090	13.44
Cohen & Steers, Inc.	214,821	13.44
Cohen & Steers Closed-end Opportunity Fund, Inc.	214,821	13.44
Coastal Bridge Advisors, LLC	175,337	15.28
Rivernorth Capital Management, Llc	169,577	15.28
PCEF - Invesco CEF Income Composite ETF	168,199	13.74
Apollon Wealth Management, LLC	98,751	15.28
Wells Fargo & Company/mn	89,593	15.28
Steward Partners Investment Advisory, Llc	80,129	0.01
Leavell Investment Management, Inc.	71,300	15.27
Natixis	67,398	15.28

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,490,314
MORGAN STANLEY	940,839
BANK OF AMERICA CORP /DE/	744,770
Allworth Financial LP	3,600	13.33

Recent Quarter 32 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	33,100	15.17
Strategic Blueprint, LLC
Eubel Brady & Suttman Asset Management Inc
Level Four Advisory Services, Llc
Stifel Financial Corp
Family Management Corp
Next Capital Management LLC
Sofos Investments, Inc.
Voya Prime Rate Trust
Advisory Services Network, LLC
Saba Capital Management, L.P.
Panagora Asset Management Inc
FNY Investment Advisers, LLC
Lloyd Park, LLC
Proequities, Inc.
Park Avenue Securities Llc
Citigroup Inc
Envestnet Asset Management Inc
Paradigm Financial Partners, Llc
CoreCap Advisors, LLC
Integrated Capital Management, Inc.
Matisse Capital
Fmr Llc
Thomas J. Herzfeld Advisors, Inc.
Bluefin Capital Management, Llc
CEFS - Saba Closed-End Funds ETF
AXS Investments LLC
Cetera Investment Advisers
Eagle Bay Advisors LLC
Dynamic Advisor Solutions LLC
Ford Financial Group, LLC
Wagner Wealth Management, Llc

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VPC - Virtus Private Credit Strategy ETF	32,440	14.67	32,680	16.25
Capital Investment Advisors, LLC	16,148	13.31	17,448	15.30
Exane Derivatives	3,253	13.22	3,253	15.37

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	133,802	15.28	220,090	13.44
Rivernorth Marketplace Lending Corp	35,775	15.29	10,698	13.46

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Rivernorth Marketplace Lending Corp	25,077	35,775	15.29	10,698	13.46	234.41

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	86,288	133,802	15.28	220,090	13.44	-39.21
Capital Investment Advisors, LLC	1,300	16,148	13.31	17,448	15.30	-7.45
VPC - Virtus Private Credit Strategy ETF	240	32,440	14.67	32,680	16.25	-0.73

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
Allworth Financial LP	3,600	13.33

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Exane Derivatives	3,253	13.22	3,253	15.37

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 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