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 120 14.00 5.13 5.06
Previous Quarter 123 14.00 5.13 5.07

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 3 36 6 0 4 1
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 0 4 0 3 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
SIT INVESTMENT ASSOCIATES INC 5,801,271
Sit Investment Associates Inc 4,558,602 5.13
Morgan Stanley 2,465,920 5.13
Stifel Financial Corp 1,694,519 5.13
LPL Financial LLC 1,107,217 5.13
UBS Group AG 971,429 5.13
Allspring Global Investments Holdings, LLC 880,234 5.13
Raymond James Financial Services Advisors, Inc. 874,103 5.13
Invesco Ltd. 745,822 5.13
Bank Of America Corp /de/ 739,954 5.13
Raymond James & Associates 689,269 5.13
Rivernorth Capital Management, Llc 671,500 5.13
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 671,500 5.13
PCEF - Invesco CEF Income Composite ETF 570,231 5.12
Karpus Management, Inc. 546,903 5.13
Vectors Research Management, LLC 511,577 5.13
Ameriprise Financial Inc 438,520 5.13
Truadvice, LLC 380,019 4.67
Guggenheim Capital Llc 315,093 5.13
Aviance Capital Partners, LLC 314,052 5.13

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
Sit Investment Associates Inc 4,558,602 5.13
Morgan Stanley 2,465,920 5.13
Stifel Financial Corp 1,694,519 5.13
LPL Financial LLC 1,107,217 5.13
UBS Group AG 971,429 5.13
Allspring Global Investments Holdings, LLC 880,234 5.13
Raymond James Financial Services Advisors, Inc. 874,103 5.13
Invesco Ltd. 745,822 5.13
Bank Of America Corp /de/ 739,954 5.13
Raymond James & Associates 689,269 5.13
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 671,500 5.13
Rivernorth Capital Management, Llc 671,500 5.13
PCEF - Invesco CEF Income Composite ETF 570,231 5.12
Karpus Management, Inc. 546,903 5.13
Vectors Research Management, LLC 511,577 5.13
Ameriprise Financial Inc 438,520 5.13
Truadvice, LLC 380,019 4.67
Guggenheim Capital Llc 315,093 5.13
Aviance Capital Partners, LLC 314,052 5.13
Steward Partners Investment Advisory, Llc 300,031 0.01

 

Recent Quarter Analysis

Name Shares PPS
SIT INVESTMENT ASSOCIATES INC 5,801,271
AAINX - Thrivent Opportunity Income Plus Fund Class A 14,100 4.82
AABFX - Thrivent Balanced Income Plus Fund Class A 3,300 4.85
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 17,433 6.08
Carroll Financial Associates, Inc. 1,277 5.48
Mutual Advisors, LLC
Panagora Asset Management Inc
Virtu Financial LLC
Kovack Advisors, Inc.
Lloyd Park, LLC
Wealthcare Advisory Partners LLC
ALTY - Global X SuperDividend Alternatives ETF
Millennium Management Llc
Jane Street Group, Llc
Rockefeller Capital Management L.P.
Fmr Llc
Cypress Capital Group
Commerce Bank
Citigroup Inc
Creative Financial Designs Inc /adv
Baltimore-Washington Financial Advisors, Inc.
Golden Green, Inc.
Kestra Advisory Services, LLC
Tower Research Capital LLC (TRC)
Two Sigma Securities, Llc
Citadel Advisors Llc
AE Wealth Management LLC
9258 Wealth Management, LLC
Us Bancorp \de\
Spire Wealth Management
Hnp Capital Llc
Summit Trail Advisors, Llc
Valley National Advisers Inc
Bnc Wealth Management, Llc
Cwm, Llc
Mirae Asset Global Investments Co., Ltd.
People's United Financial, Inc.
Whitener Capital Management, Inc.
Cresset Asset Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Foundations Investment Advisors, LLC 214,393 4.64 70,254 4.95
Raymond James Trust N.a. 78,110 4.54 75,110 5.13
Meadow Creek Wealth Advisors Llc 56,268 4.53 56,268 5.14
Capital Investment Advisors, LLC 32,876 4.53 36,254 5.13
Cambridge Investment Research Advisors, Inc. 19,169 4.54 19,155 5.12
Webster Bank, N. A. 2,992 4.68 2,992 5.01
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Foundations Investment Advisors, LLC 144,139 214,393 4.64 70,254 4.95 205.17
Arkadios Wealth Advisors 74,262 74,262 0 0.00
Raymond James Trust N.a. 3,000 78,110 4.54 75,110 5.13 3.99
Cambridge Investment Research Advisors, Inc. 14 19,169 4.54 19,155 5.12 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Investment Advisors, LLC 3,378 32,876 4.53 36,254 5.13 -9.32
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
Name Current Shares Current PPS Previous Shares Previous PPS
Raymond James Trust N.a. 78,110 4.54 75,110 5.13
Meadow Creek Wealth Advisors Llc 56,268 4.53 56,268 5.14
Cambridge Investment Research Advisors, Inc. 19,169 4.54 19,155 5.12
Webster Bank, N. A. 2,992 4.68 2,992 5.01
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Arkadios Wealth Advisors 74,262 74,262 0 0.00
Raymond James Trust N.a. 3,000 78,110 4.54 75,110 5.13 3.99
Cambridge Investment Research Advisors, Inc. 14 19,169 4.54 19,155 5.12 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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