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	157	18.00	17.91	17.90
Previous Quarter	168	19.00	17.91	18.55

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	0	45	12	0	3	7
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	11	0	2	7
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	3,738,725	17.91
Gradient Investments LLC	3,361,364	15.10
LPL Financial LLC	1,384,978	17.91
Bank Of America Corp /de/	741,379	17.91
Wells Fargo & Company/mn	485,417	17.91
Condor Capital Management	361,212	17.91
UBS Group AG	343,578	17.91
Aj Wealth Strategies, Llc	225,156	17.91
Alpha Omega Group, Inc.	220,849	17.91
Altshuler Shaham Ltd	214,000	17.91
Clark Capital Management Group, Inc.	205,274	17.91
Commonwealth Equity Services, Llc	183,353	17.91
Creative Planning	167,047	17.91
TINIX - ACM Tactical Income Fund Class I	162,000	17.91
DALT - Anfield Capital Diversified Alternatives ETF	129,378	16.77
Anfield Capital Management, LLC	122,327	17.91
Stifel Financial Corp	110,548	17.91
Cetera Advisor Networks LLC	108,486	17.91
Johnson Financial Group, Inc.	106,500	17.91
SlateStone Wealth, LLC	104,400	17.91

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	3,738,725	17.91
Gradient Investments LLC	3,306,353	17.91
LPL Financial LLC	1,384,978	17.91
Bank Of America Corp /de/	741,379	17.91
Wells Fargo & Company/mn	485,417	17.91
Condor Capital Management	361,212	17.91
UBS Group AG	343,578	17.91
Aj Wealth Strategies, Llc	225,156	17.91
Alpha Omega Group, Inc.	220,849	17.91
Altshuler Shaham Ltd	214,000	17.91
Clark Capital Management Group, Inc.	205,274	17.91
Commonwealth Equity Services, Llc	183,353	17.91
Creative Planning	167,047	17.91
TINIX - ACM Tactical Income Fund Class I	162,000	17.91
Anfield Capital Management, LLC	122,327	17.91
Cardan Capital Partners, LLC	114,123	17.15
DALT - Anfield Capital Diversified Alternatives ETF	113,780	17.59
Stifel Financial Corp	110,548	17.91
Cetera Advisor Networks LLC	108,486	17.91
Johnson Financial Group, Inc.	106,500	17.91

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 45 Institutes closed out their positions

Name	Shares	PPS
Altshuler Shaham Ltd	214,000	17.91
Cardan Capital Partners, LLC	114,123	17.15
Homrich & Berg	97,357	17.15
Orion Portfolio Solutions, LLC	15,037	17.89
Mid Atlantic Financial Management Inc/adv	11,300	17.17
Investmark Advisory Group LLC	8,987	17.14
IFP Advisors, Inc	44	22.73
Hilltop Holdings Inc.
Analyst IMS Investment Management Services Ltd.
Baker Avenue Asset Management, LP
Gilman Hill Asset Management, LLC
Deutsche Bank Ag\
Simplex Trading, Llc
Bnp Paribas Arbitrage, Sa
Crabel Capital Management, LLC
Prime Capital Investment Advisors, LLC
Flow Traders U.s. Llc
Aurora Private Wealth, Inc.
Proficio Capital Partners LLC
Cahill Financial Advisors Inc
Huntington National Bank
Guidance Point Advisors, LLC
James Investment Research Inc
Seven Springs Wealth Group, LLC
CoreCap Advisors, LLC
QALTX - Quantified Alternative Investment Fund Investor Class Shares
AdvisorNet Financial, Inc
Blair William & Co/il
Marshall Wace, Llp
Kingsview Wealth Management, LLC
Independent Advisor Alliance
Advisory Services Network, LLC
Centric Wealth Management
HAP Trading, LLC
Moors & Cabot, Inc.
Parallel Advisors, LLC
Old Mission Capital Llc
Cary Street Partner Investment Advisory Llc
BDO Wealth Advisors, LLC
Advisors Preferred, LLC
Kalos Management, Inc.
D'Orazio & Associates, Inc.
Ausdal Financial Partners, Inc.
Integrated Advisors Network LLC
Benjamin F. Edwards & Company, Inc.

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	3,361,364	15.10	3,306,353	17.91
DALT - Anfield Capital Diversified Alternatives ETF	129,378	16.77	113,780	17.59
Financial Management Network Inc	80,521	15.13	82,686	17.62
HB Wealth Management, LLC	49,136	15.10	75,372	17.91
Private Advisor Group, LLC	35,752	15.10	36,667	17.92
Cambridge Investment Research Advisors, Inc.	33,551	15.11	45,218	17.91
B&D White Capital Company, LLC	28,083	15.10	26,462	17.87
Transcend Wealth Collective, Llc	25,992	15.08	25,992	17.93
Koshinski Asset Management, Inc.	15,256		15,856	17.91
Sound Income Strategies, LLC	14,276	15.13	16,351	17.92
Webster Bank, N. A.	3,456	15.05	3,456	17.94
West Oak Capital, LLC	1,450	15.17	1,450	17.93

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Gradient Investments LLC	55,011	3,361,364	15.10	3,306,353	17.91	1.66
DALT - Anfield Capital Diversified Alternatives ETF	15,598	129,378	16.77	113,780	17.59	13.71
B&D White Capital Company, LLC	1,621	28,083	15.10	26,462	17.87	6.13

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
HB Wealth Management, LLC	26,236	49,136	15.10	75,372	17.91	-34.81
Cambridge Investment Research Advisors, Inc.	11,667	33,551	15.11	45,218	17.91	-25.80
Arkadios Wealth Advisors	3,157	15,805		18,962		-16.65
Financial Management Network Inc	2,165	80,521	15.13	82,686	17.62	-2.62
Sound Income Strategies, LLC	2,075	14,276	15.13	16,351	17.92	-12.69
Private Advisor Group, LLC	915	35,752	15.10	36,667	17.92	-2.50
Koshinski Asset Management, Inc.	600	15,256		15,856	17.91	-3.78

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
Investmark Advisory Group LLC	8,987	17.14
Orion Portfolio Solutions, LLC	15,037	17.89

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	3,361,364	15.10	3,306,353	17.91
Financial Management Network Inc	80,521	15.13	82,686	17.62
HB Wealth Management, LLC	49,136	15.10	75,372	17.91
Private Advisor Group, LLC	35,752	15.10	36,667	17.92
Cambridge Investment Research Advisors, Inc.	33,551	15.11	45,218	17.91
B&D White Capital Company, LLC	28,083	15.10	26,462	17.87
Transcend Wealth Collective, Llc	25,992	15.08	25,992	17.93
Koshinski Asset Management, Inc.	15,256		15,856	17.91
Sound Income Strategies, LLC	14,276	15.13	16,351	17.92
Webster Bank, N. A.	3,456	15.05	3,456	17.94
West Oak Capital, LLC	1,450	15.17	1,450	17.93

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Gradient Investments LLC	55,011	3,361,364	15.10	3,306,353	17.91	1.66
B&D White Capital Company, LLC	1,621	28,083	15.10	26,462	17.87	6.13

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
HB Wealth Management, LLC	26,236	49,136	15.10	75,372	17.91	-34.81
Cambridge Investment Research Advisors, Inc.	11,667	33,551	15.11	45,218	17.91	-25.80
Arkadios Wealth Advisors	3,157	15,805		18,962		-16.65
Financial Management Network Inc	2,165	80,521	15.13	82,686	17.62	-2.62
Sound Income Strategies, LLC	2,075	14,276	15.13	16,351	17.92	-12.69
Private Advisor Group, LLC	915	35,752	15.10	36,667	17.92	-2.50
Koshinski Asset Management, Inc.	600	15,256		15,856	17.91	-3.78

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