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	129	6.00	5.75	5.75
Previous Quarter	132	6.00	5.75	5.76

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	5	39	3	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	0	2	2	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
Morgan Stanley	10,966,090	5.75
MORGAN STANLEY	10,804,924
FIRST TRUST PORTFOLIOS LP	7,136,965
Allspring Global Investments Holdings, LLC	6,257,070	5.75
1607 Capital Partners, LLC	4,089,672
1607 Capital Partners, LLC	3,797,237	5.75
Parametric Portfolio Associates Llc	3,328,642	5.75
Bank Of America Corp /de/	1,678,156	5.75
PCEF - Invesco CEF Income Composite ETF	1,655,265	5.90
Raymond James & Associates	1,587,493	5.75
Wells Fargo & Company/mn	1,461,582	5.75
Invesco Ltd.	1,434,235	5.75
WELLS FARGO & COMPANY/MN	1,353,911
Waterfront Wealth Inc.	834,682	5.66
Karpus Management, Inc.	725,668	5.75
Guggenheim Capital Llc	622,266	5.75
Arete Wealth Advisors, LLC	612,527	5.75
Baird Financial Group, Inc.	558,994	5.75
Corrado Advisors, Llc	550,852	5.75
Advisors Asset Management, Inc.	390,080	5.75

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	10,966,090	5.75
Allspring Global Investments Holdings, LLC	6,257,070	5.75
1607 Capital Partners, LLC	3,797,237	5.75
Parametric Portfolio Associates Llc	3,328,642	5.75
Bank Of America Corp /de/	1,678,156	5.75
PCEF - Invesco CEF Income Composite ETF	1,655,265	5.90
Raymond James & Associates	1,587,493	5.75
Wells Fargo & Company/mn	1,461,582	5.75
Invesco Ltd.	1,434,235	5.75
Waterfront Wealth Inc.	834,682	5.66
Karpus Management, Inc.	725,668	5.75
Guggenheim Capital Llc	622,266	5.75
Arete Wealth Advisors, LLC	612,527	5.75
Baird Financial Group, Inc.	558,994	5.75
Corrado Advisors, Llc	550,852	5.75
Advisors Asset Management, Inc.	390,080	5.75
Shaker Financial Services, LLC	376,684	5.75
Wolverine Asset Management Llc	347,807	5.75
UBS Group AG	258,409	5.75
Royal Bank Of Canada	254,583	5.75

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	10,804,924
FIRST TRUST PORTFOLIOS LP	7,136,965
WELLS FARGO & COMPANY/MN	1,353,911
AAINX - Thrivent Opportunity Income Plus Fund Class A	6,700	5.37
AABFX - Thrivent Balanced Income Plus Fund Class A	1,400	5.71

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
OTA Financial Group L.P.	64,805	5.74
Harborview Advisors, LLC	23,413	6.15
HB Wealth Management, LLC	10,025	5.79
Carroll Financial Associates, Inc.	622	4.82
Bessemer Group Inc
Lindbrook Capital, Llc
Center for Financial Planning, Inc.
D.a. Davidson & Co.
Strategic Wealth Advisors Group, LLC
Gladstone Institutional Advisory LLC
Commerce Bank
InterOcean Capital Group, LLC
Syverson Strege & Co
Fmr Llc
Fca Corp /tx
Citigroup Inc
Arkadios Wealth Advisors
Envestnet Asset Management Inc
CoreCap Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Walleye Trading LLC
Cornerstone Advisors Inc
Proequities, Inc.
Atlas Private Wealth Advisors
Kestra Advisory Services, LLC
Truist Financial Corp
Rather & Kittrell, Inc.
Ahrens Investment Partners LLC
Blair William & Co/il
AdvisorNet Financial, Inc
Nomura Holdings Inc
Gerber Kawasaki Wealth & Investment Management
Tower Research Capital LLC (TRC)
Chilton Capital Management Llc
Wagner Wealth Management, Llc
Northern Trust Corp
1832 Asset Management L.P.
Hartland & Co., LLC
Snowden Capital Advisors LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
1607 Capital Partners, LLC	4,089,672		3,797,237	5.75
Private Advisor Group, LLC	263,440	5.06	207,478	5.75
Tsfg, Llc	2,000	5.00	2,000	6.00

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
1607 Capital Partners, LLC	292,435	4,089,672		3,797,237	5.75	7.70
Private Advisor Group, LLC	55,962	263,440	5.06	207,478	5.75	26.97

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 0 New Institutes added position

Name	Shares	PPS

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
HB Wealth Management, LLC	10,025	5.79
OTA Financial Group L.P.	64,805	5.74

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	263,440	5.06	207,478	5.75
Tsfg, Llc	2,000	5.00	2,000	6.00

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
Private Advisor Group, LLC	55,962	263,440	5.06	207,478	5.75	26.97

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