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	72	38.00	17.34	15.79
Previous Quarter	0	0.00	0.00	0.00

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	64	19	0	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	1	2	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	8	3	0	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
Cetera Advisors LLC	248,388	17.34
TMAT - Main Thematic Innovation ETF	119,610	11.79
Main Management ETF Advisors, LLC	119,070	17.34
Stifel Financial Corp	112,873	17.34
Soltis Investment Advisors LLC	108,349	17.34
AdvisorNet Financial, Inc	67,200	5.55
Fagan Associates, Inc.	62,960	17.34
Susquehanna International Group, Llp	62,600	17.33
Commonwealth Equity Services, Llc	56,150	5.54
Citadel Advisors Llc	47,700	17.34
HAP Trading, LLC	45,087	17.34
Rothschild Investment Corp /il	44,075	5.56
Advisory Services Network, LLC	39,360	17.33
Barometer Capital Management Inc.	38,000	17.34
Castle Financial & Retirement Planning Associates, Inc.	37,459	17.35
Intercontinental Wealth Advisors, LLC	36,126	17.33
Mml Investors Services, Llc	35,120	17.34
Betterment LLC	32,907	17.35
Susquehanna International Group, Llp	31,200	17.34
Mariner, LLC	30,407	17.33

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

Recent Quarter Analysis

Recent Quarter 64 New Institutes added position

Name	Shares	PPS
Cetera Advisors LLC	248,388	17.34
TMAT - Main Thematic Innovation ETF	119,610	11.79
Main Management ETF Advisors, LLC	119,070	17.34
Stifel Financial Corp	112,873	17.34
Soltis Investment Advisors LLC	108,349	17.34
AdvisorNet Financial, Inc	67,200	5.55
Fagan Associates, Inc.	62,960	17.34
Commonwealth Equity Services, Llc	56,150	5.54
HAP Trading, LLC	45,087	17.34
Rothschild Investment Corp /il	44,075	5.56
Advisory Services Network, LLC	39,360	17.33
Barometer Capital Management Inc.	38,000	17.34
Castle Financial & Retirement Planning Associates, Inc.	37,459	17.35
Intercontinental Wealth Advisors, LLC	36,126	17.33
Mml Investors Services, Llc	35,120	17.34
Betterment LLC	32,907	17.35
Mariner, LLC	30,407	17.33
Jane Street Group, Llc	27,042	17.34
Aptus Capital Advisors, LLC	26,358	17.34
Mason & Associates Inc	24,899	17.35

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Belvedere Trading LLC
Captrust Financial Advisors
Lenox Wealth Advisors, LLC
Apeiron RIA LLC
Citadel Advisors Llc
Asset Dedication, LLC
RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
BCJ Capital Management, LLC
First Republic Investment Management, Inc.
Money Concepts Capital Corp
Flow Traders U.s. Llc
Capital Advisors Inc/ok
Lakeview Capital Partners, LLC
UBS Group AG
Belvedere Trading LLC
Spectrum Management Group, LLC
Compass Ion Advisors, LLC
Kowal Investment Group, LLC
Belpointe Asset Management LLC

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

Recent Quarter 1 New Institutes added Put Positions

Name	Current Puts
Belvedere Trading LLC	0

Recent Quarter 2 New Institutes added Call Positions

Name	Current Calls
Susquehanna International Group, Llp	62,600
Citadel Advisors Llc	47,700

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 8 New Institutes added position

Name	Shares	PPS
Commonwealth Equity Services, Llc	56,150	5.54
Kestra Advisory Services, LLC	17,724
JNBA Financial Advisors	550	5.45
Bogart Wealth, LLC	502	5.98
Tradewinds Capital Management, LLC	200	5.00
Asset Dedication, LLC	0
Lakeview Capital Partners, LLC	0
Money Concepts Capital Corp	0

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Asset Dedication, LLC
Money Concepts Capital Corp
Lakeview Capital Partners, LLC

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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