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	106	20.00	20.06	20.00
Previous Quarter	116	20.00	20.06	20.06

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	42	4	1	2	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	0	3	1	2	2
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	10,000	0.01	20.10	0	0.00	0.00
Previous Quarter	10,000	0.01	20.10	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	6,610,323	20.06
MORGAN STANLEY	6,527,110
UBS Group AG	3,764,598	20.06
Bank Of America Corp /de/	3,049,313	20.06
Wells Fargo & Company/mn	1,276,486	20.06
Raymond James & Associates	1,039,421	20.06
Cornerstone Advisors, LLC	501,100	20.06
Cornerstone Strategic Value Fund Inc	465,100	20.06
1607 Capital Partners, LLC	358,024	20.06
Stifel Financial Corp	268,341	20.06
Wolverine Asset Management Llc	260,949	20.06
City Of London Investment Management Co Ltd	218,424	20.03
Royal Bank Of Canada	200,265	20.06
Rockefeller Capital Management L.P.	167,949	20.06
Epiq Partners, Llc	165,694	16.43
Sentinel Trust Co Lba	163,567	20.06
Rivernorth Capital Management, Llc	158,796	19.96
Fiduciary Trust Co	142,750	20.06
Parametric Portfolio Associates Llc	138,701	20.06
HCINX - The Institutional International Equity Portfolio HC Strategic Shares	129,024	20.06

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	6,610,323	20.06
UBS Group AG	3,764,598	20.06
Bank Of America Corp /de/	3,049,313	20.06
Wells Fargo & Company/mn	1,276,486	20.06
Raymond James & Associates	1,039,421	20.06
Cornerstone Advisors, LLC	501,100	20.06
Cornerstone Strategic Value Fund Inc	465,100	20.06
1607 Capital Partners, LLC	358,024	20.06
Stifel Financial Corp	268,341	20.06
Wolverine Asset Management Llc	260,949	20.06
City Of London Investment Management Co Ltd	218,424	20.03
Royal Bank Of Canada	200,265	20.06
Epiq Partners, Llc	174,942	20.06
Rockefeller Capital Management L.P.	167,949	20.06
Private Advisor Group, LLC	164,647	20.06
Sentinel Trust Co Lba	163,567	20.06
Rivernorth Capital Management, Llc	158,796	19.96
Fiduciary Trust Co	142,750	20.06
Parametric Portfolio Associates Llc	138,701	20.06
HCINX - The Institutional International Equity Portfolio HC Strategic Shares	129,024	20.06

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	6,527,110
Covington Capital Management	2,847	16.51

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
Bessemer Group Inc
NEXT Financial Group, Inc
Integrated Advisors Network LLC
Two Sigma Securities, Llc
FNY Investment Advisers, LLC
Wealth Quarterback LLC
Citigroup Inc
Tiedemann Advisors, Llc
Newbridge Financial Services Group, Inc.
Tru Independence Asset Management 2, Llc
Matisse Capital
Change Path, LLC
Element Pointe Advisors, Llc
Stratos Wealth Partners, LTD.
Tranquility Partners, LLC
Private Capital Group, LLC
Claro Advisors LLC
Fmr Llc
HighTower Advisors, LLC
Howe & Rusling Inc
Cresset Asset Management, LLC
Harbour Investments, Inc.
Proequities, Inc.
M Holdings Securities, Inc.
Gladstone Institutional Advisory LLC
Wunderlich Securities, Inc.
SWS Partners
Sandy Spring Bank
Autumn Glory Partners, LLC
Simon Quick Advisors, Llc
Signet Financial Management, Llc
Golden State Equity Partners
Relative Value Fund
Rosenberg Matthew Hamilton
Weiss Asset Management LP
Rivernorth Opportunities Fund, Inc.
Tower View Investment Management & Research LLC
Moors & Cabot, Inc.
Relyea Zuckerberg Hanson LLC
Thomas J. Herzfeld Advisors, Inc.
Millennium Management Llc
Icon Wealth Partners, LLC

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Epiq Partners, Llc	165,694	16.43	174,942	20.06
Private Advisor Group, LLC	95,502	16.43	164,647	20.06
Nova R Wealth, Inc.	31,622	16.44	39,657	20.07
Cambridge Investment Research Advisors, Inc.	25,549	16.44	23,480	20.06

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	9,635	16.40	8,740	16.02

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	2,069	25,549	16.44	23,480	20.06	8.81
Global Retirement Partners, LLC	895	9,635	16.40	8,740	16.02	10.24

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	69,145	95,502	16.43	164,647	20.06	-42.00
Epiq Partners, Llc	9,248	165,694	16.43	174,942	20.06	-5.29
Nova R Wealth, Inc.	8,035	31,622	16.44	39,657	20.07	-20.26

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	95,502	16.43	164,647	20.06
Nova R Wealth, Inc.	31,622	16.44	39,657	20.07
Cambridge Investment Research Advisors, Inc.	25,549	16.44	23,480	20.06

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	9,635	16.40	8,740	16.02

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	2,069	25,549	16.44	23,480	20.06	8.81
Global Retirement Partners, LLC	895	9,635	16.40	8,740	16.02	10.24

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	69,145	95,502	16.43	164,647	20.06	-42.00
Nova R Wealth, Inc.	8,035	31,622	16.44	39,657	20.07	-20.26

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