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	98	16.00	16.48	16.05
Previous Quarter	104	18.00	16.48	17.10

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	12	2	6	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	1	1	7	2	4	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
Morgan Stanley	1,222,030	16.48
UBS Group AG	587,347	16.48
Invesco Ltd.	427,486	16.48
PCEF - Invesco CEF Income Composite ETF	320,323	16.22
Ameriprise Financial Inc	252,139	16.48
Royal Bank Of Canada	246,089	16.48
Wealthspire Advisors, LLC	220,000	16.48
Thrivent Financial For Lutherans	198,782	16.48
Cohen & Steers, Inc.	191,884	16.48
Snowden Capital Advisors LLC	161,144	16.48
Bank Of America Corp /de/	156,790	16.48
LPL Financial LLC	140,669	16.48
Raymond James & Associates	119,240	16.48
Guggenheim Capital Llc	105,643	16.48
Evoke Wealth, Llc	99,385	0.16
Envestnet Asset Management Inc	99,332	16.48
Apollon Wealth Management, LLC	94,602	16.48
Shaker Financial Services, LLC	94,051	16.48
E&G Advisors, LP	91,815	14.21
First Trust Advisors Lp	84,562	16.48

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	1,222,030	16.48
UBS Group AG	587,347	16.48
Invesco Ltd.	427,486	16.48
PCEF - Invesco CEF Income Composite ETF	320,323	16.22
Ameriprise Financial Inc	252,139	16.48
Royal Bank Of Canada	246,089	16.48
Wealthspire Advisors, LLC	220,000	16.48
Thrivent Financial For Lutherans	198,782	16.48
Cohen & Steers, Inc.	191,884	16.48
Snowden Capital Advisors LLC	161,144	16.48
Bank Of America Corp /de/	156,790	16.48
LPL Financial LLC	140,669	16.48
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	127,347	18.71
Raymond James & Associates	119,240	16.48
Guggenheim Capital Llc	105,643	16.48
Evoke Wealth, Llc	99,385	0.16
Envestnet Asset Management Inc	99,332	16.48
Apollon Wealth Management, LLC	94,602	16.48
Shaker Financial Services, LLC	94,051	16.48
E&G Advisors, LP	91,815	16.48

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Bridge Advisory, LLC	83,282	14.65
First Citizens Financial Corp	13,488	14.23

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	127,347	18.71
Moors & Cabot, Inc.	50,548	121.23
Mid Atlantic Financial Management Inc/adv	42,515	18.70
Transcend Wealth Collective, Llc	11,188	16.45
Edmonds Duncan Registered Investment Advisors, LLC
Lindbrook Capital, Llc
Signaturefd, Llc
Spire Wealth Management
Kestra Advisory Services, LLC
U.S. Capital Wealth Advisors, LLC
Edge Wealth Management LLC
Eaton Vance Management
First Foundation Advisors
Jpmorgan Chase & Co
Proequities, Inc.
O'shaughnessy Asset Management, Llc
Cypress Point Wealth Management, LLC
Geneos Wealth Management Inc.
Toth Financial Advisory Corp
Citigroup Inc
Jacobi Capital Management LLC
Arkadios Wealth Advisors
CoreCap Advisors, LLC
Joseph P. Lucia & Associates, LLC
Jane Street Group, Llc

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
E&G Advisors, LP	91,815	14.21	91,815	16.48
Private Advisor Group, LLC	72,245	14.22	79,469	16.48
Covington Capital Management	52,700	14.21	2,700	16.30
Cambridge Investment Research Advisors, Inc.	38,122	14.22	19,209	16.50
Midwest Heritage Bank, FSB	24,888	14.22	23,520	16.50
AAINX - Thrivent Opportunity Income Plus Fund Class A	22,160	15.79	22,160	16.74
Wiley Bros.-aintree Capital, Llc	14,048	14.24	14,526	16.45
AABFX - Thrivent Balanced Income Plus Fund Class A	4,715	15.69	4,415	16.76
West Oak Capital, LLC	4,100	14.15	4,100	16.59
Webster Bank, N. A.	2,255	14.19	2,255	16.41
Contravisory Investment Management, Inc.	1,000	14.00	1,000	16.00
Allworth Financial LP	100	10.00	100	20.00

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
OTA Financial Group L.P.	17,457	14.21	0
Sugarloaf Wealth Management, LLC	4,652	14.19	0

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Covington Capital Management	50,000	52,700	14.21	2,700	16.30	1851.85
Cambridge Investment Research Advisors, Inc.	18,913	38,122	14.22	19,209	16.50	98.46
OTA Financial Group L.P.	17,457	17,457	14.21	0		0.00
Sugarloaf Wealth Management, LLC	4,652	4,652	14.19	0		0.00
Midwest Heritage Bank, FSB	1,368	24,888	14.22	23,520	16.50	5.82
AABFX - Thrivent Balanced Income Plus Fund Class A	300	4,715	15.69	4,415	16.76	6.80

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	7,224	72,245	14.22	79,469	16.48	-9.09
Wiley Bros.-aintree Capital, Llc	478	14,048	14.24	14,526	16.45	-3.29

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
Bridge Advisory, LLC	83,282	14.65

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Transcend Wealth Collective, Llc	11,188	16.45

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	72,245	14.22	79,469	16.48
Cambridge Investment Research Advisors, Inc.	38,122	14.22	19,209	16.50
Midwest Heritage Bank, FSB	24,888	14.22	23,520	16.50
West Oak Capital, LLC	4,100	14.15	4,100	16.59
Webster Bank, N. A.	2,255	14.19	2,255	16.41
Contravisory Investment Management, Inc.	1,000	14.00	1,000	16.00
Allworth Financial LP	100	10.00	100	20.00

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
OTA Financial Group L.P.	17,457	14.21	0
Sugarloaf Wealth Management, LLC	4,652	14.19	0

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	18,913	38,122	14.22	19,209	16.50	98.46
OTA Financial Group L.P.	17,457	17,457	14.21	0		0.00
Sugarloaf Wealth Management, LLC	4,652	4,652	14.19	0		0.00
Midwest Heritage Bank, FSB	1,368	24,888	14.22	23,520	16.50	5.82

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	7,224	72,245	14.22	79,469	16.48	-9.09

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