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 68 14.00 14.38 14.37
Previous Quarter 71 14.00 14.38 14.41

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 19 7 0 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 0 1 4 0 1 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
Bank Of America Corp /de/ 303,839 14.38
Guggenheim Capital Llc 214,721 14.38
Morgan Stanley 179,387 14.38
Truist Financial Corp 157,645 14.38
LPL Financial LLC 138,850 14.38
Advisor Group Holdings, Inc. 120,976 14.38
UBS Group AG 114,638 14.38
Stratos Wealth Partners, LTD. 77,427 14.37
Van Eck Associates Corp 52,817 14.39
XMPT - VanEck Vectors CEF Municipal Income ETF 49,382 15.15
Raymond James Financial Services Advisors, Inc. 41,032 14.38
Northwestern Mutual Wealth Management Co 38,811 14.35
Ameriprise Financial Inc 35,295 14.39
Creative Planning 30,240 14.38
180 Wealth Advisors, Llc 27,140 13.82
ProVise Management Group, LLC 27,135 14.37
Hennion & Walsh Asset Management, Inc. 24,288 14.37
Cambridge Investment Research Advisors, Inc. 23,261 13.58
Chiron Capital Management, Llc 21,740 14.40
Geneva Partners, LLC 19,266 14.38

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/ 303,839 14.38
Guggenheim Capital Llc 214,721 14.38
Morgan Stanley 179,387 14.38
Truist Financial Corp 157,645 14.38
LPL Financial LLC 138,850 14.38
Advisor Group Holdings, Inc. 120,976 14.38
UBS Group AG 114,638 14.38
Stratos Wealth Partners, LTD. 77,427 14.37
Van Eck Associates Corp 52,817 14.39
XMPT - VanEck Vectors CEF Municipal Income ETF 52,069 15.92
Raymond James Financial Services Advisors, Inc. 41,032 14.38
Northwestern Mutual Wealth Management Co 38,811 14.35
Ameriprise Financial Inc 35,295 14.39
Creative Planning 30,240 14.38
180 Wealth Advisors, Llc 27,140 13.85
ProVise Management Group, LLC 27,135 14.37
Hennion & Walsh Asset Management, Inc. 24,288 14.37
Koshinski Asset Management, Inc. 24,099 14.40
Cambridge Investment Research Advisors, Inc. 22,111 14.38
Chiron Capital Management, Llc 21,740 14.40

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Paragon Wealth Strategies, LLC 17,607 14.37
Cetera Advisor Networks LLC
Advisory Services Network, LLC
Fiera Capital Corp
Millennium Management Llc
Advisors Asset Management, Inc.
Invesco Ltd.
Newbridge Financial Services Group, Inc.
Lantz Financial LLC
Chilton Capital Management Llc
Wagner Wealth Management, Llc
Orser Capital Management, Llc
Proequities, Inc.
Mml Investors Services, Llc
Kestra Advisory Services, LLC
Financial Planners of Cleveland, Inc.
Livingston Group Asset Management CO (operating as Southport Capital Management)
Signaturefd, Llc
AE Wealth Management LLC
Name Current Shares Current PPS Previous Shares Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF 49,382 15.15 52,069 15.92
180 Wealth Advisors, Llc 27,140 13.82 27,140 13.85
Cambridge Investment Research Advisors, Inc. 23,261 13.58 22,111 14.38
Koshinski Asset Management, Inc. 19,105 24,099 14.40
Koss-Olinger Consulting, LLC 15,000 13.60 15,000 14.40
Capital Investment Advisors, LLC 12,050 13.61 13,800 14.35
Sound Income Strategies, LLC 1,639 13.42 1,639 14.64
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,150 23,261 13.58 22,111 14.38 5.20
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Koshinski Asset Management, Inc. 4,994 19,105 24,099 14.40 -20.72
XMPT - VanEck Vectors CEF Municipal Income ETF 2,687 49,382 15.15 52,069 15.92 -5.16
Capital Investment Advisors, LLC 1,750 12,050 13.61 13,800 14.35 -12.68
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Paragon Wealth Strategies, LLC 17,607 14.37
Name Current Shares Current PPS Previous Shares Previous PPS
180 Wealth Advisors, Llc 27,140 13.82 27,140 13.85
Cambridge Investment Research Advisors, Inc. 23,261 13.58 22,111 14.38
Koshinski Asset Management, Inc. 19,105 24,099 14.40
Sound Income Strategies, LLC 1,639 13.42 1,639 14.64
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,150 23,261 13.58 22,111 14.38 5.20
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Koshinski Asset Management, Inc. 4,994 19,105 24,099 14.40 -20.72
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name