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	115	14.00	14.34	14.22
Previous Quarter	123	14.00	14.34	14.34

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	31	10	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	1	1	7	0	2	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	3,376,132
Morgan Stanley	3,298,932	14.34
UBS Group AG	1,171,875	14.34
Cohen & Steers, Inc.	590,838	14.34
Invesco Ltd.	473,750	14.34
Bramshill Investments, LLC	401,973	14.34
Bank Of America Corp /de/	390,737	14.34
Wells Fargo & Company/mn	359,500	14.34
PCEF - Invesco CEF Income Composite ETF	357,215	14.44
Raymond James Financial Services Advisors, Inc.	328,703	14.34
Blue Zone Wealth Advisors, LLC	326,996	12.65
Capital Investment Advisors, LLC	250,579	12.65
Cohen & Steers Closed-end Opportunity Fund, Inc.	219,037	14.34
Waterfront Wealth Inc.	198,335	14.15
Stifel Financial Corp	192,582	14.34
Guggenheim Capital Llc	191,918	14.34
Royal Bank Of Canada	184,656	14.34
Wolverine Asset Management Llc	154,210	14.34
Advisors Asset Management, Inc.	137,756	14.34
Arete Wealth Advisors, LLC	124,177	14.34

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	3,298,932	14.34
UBS Group AG	1,171,875	14.34
Cohen & Steers, Inc.	590,838	14.34
Invesco Ltd.	473,750	14.34
Bramshill Investments, LLC	401,973	14.34
Bank Of America Corp /de/	390,737	14.34
Wells Fargo & Company/mn	359,500	14.34
PCEF - Invesco CEF Income Composite ETF	357,215	14.44
Raymond James Financial Services Advisors, Inc.	328,703	14.34
Capital Investment Advisors, LLC	247,743	14.34
Cohen & Steers Closed-end Opportunity Fund, Inc.	219,037	14.34
Waterfront Wealth Inc.	198,335	14.15
Stifel Financial Corp	192,582	14.34
Guggenheim Capital Llc	191,918	14.34
Royal Bank Of Canada	184,656	14.34
Wolverine Asset Management Llc	154,210	14.34
Advisors Asset Management, Inc.	137,756	14.34
Arete Wealth Advisors, LLC	124,177	14.34
Oxbow Advisors, LLC	101,884	14.34
Advisor Group Holdings, Inc.	97,232	14.39

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	3,376,132
Blue Zone Wealth Advisors, LLC	326,996	12.65

Recent Quarter 31 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	54,492	17.09
Koshinski Asset Management, Inc.	7,784	14.39
IHT Wealth Management, LLC
Newbridge Financial Services Group, Inc.
Edmonds Duncan Registered Investment Advisors, LLC
Panagora Asset Management Inc
Jane Street Group, Llc
Carroll Financial Associates, Inc.
Advisory Services Network, LLC
Stolper Co
Change Path, LLC
Bank of New York Mellon Corp
SeaBridge Investment Advisors LLC
Confluence Wealth Services, Inc.
Addison Advisors LLC
Citigroup Inc
Lazard Asset Management Llc
Envestnet Asset Management Inc
CoreCap Advisors, LLC
Kestra Advisory Services, LLC
Arkadios Wealth Advisors
Nomura Holdings Inc
Jefferies Group LLC
Hennion & Walsh Asset Management, Inc.
CENTRAL TRUST Co
Proequities, Inc.
Cahill Financial Advisors Inc
Jacobi Capital Management LLC
Commerce Bank
Pacitti Group Inc.
FNY Investment Advisers, LLC

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Capital Investment Advisors, LLC	250,579	12.65	247,743	14.34
Cambridge Investment Research Advisors, Inc.	65,674	12.65	65,871	14.35
VPC - Virtus Private Credit Strategy ETF	40,538	14.01	30,066	15.37
OTA Financial Group L.P.	17,522	12.61	15,954	14.29
Raymond James Trust N.a.	11,112	12.69	11,112	14.31
Optimum Investment Advisors	3,700	12.70	3,700	14.32
Strategic Asset Management, LLC	3,203	12.80	3,203	14.36
City Holding Co	1,265	12.65	1,265	14.23
Allworth Financial LP	447	13.42	437	13.73
Gradient Investments LLC	340	11.76	340	14.71

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
VPC - Virtus Private Credit Strategy ETF	10,472	40,538	14.01	30,066	15.37	34.83
Capital Investment Advisors, LLC	2,836	250,579	12.65	247,743	14.34	1.14
OTA Financial Group L.P.	1,568	17,522	12.61	15,954	14.29	9.83
Allworth Financial LP	10	447	13.42	437	13.73	2.29

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	197	65,674	12.65	65,871	14.35	-0.30

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
Blue Zone Wealth Advisors, LLC	326,996	12.65

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	7,784	14.39

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	65,674	12.65	65,871	14.35
OTA Financial Group L.P.	17,522	12.61	15,954	14.29
Raymond James Trust N.a.	11,112	12.69	11,112	14.31
Optimum Investment Advisors	3,700	12.70	3,700	14.32
Strategic Asset Management, LLC	3,203	12.80	3,203	14.36
Allworth Financial LP	447	13.42	437	13.73
Gradient Investments LLC	340	11.76	340	14.71

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
OTA Financial Group L.P.	1,568	17,522	12.61	15,954	14.29	9.83
Allworth Financial LP	10	447	13.42	437	13.73	2.29

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	197	65,674	12.65	65,871	14.35	-0.30

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