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	64	12.00	12.18	12.16
Previous Quarter	65	246.00	12.18	18.37

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	13	3	0	1	0
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	1	0	1	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
FIRST TRUST PORTFOLIOS LP	1,259,781
Guggenheim Capital Llc	482,861	12.18
Focused Wealth Management, Inc	319,702	12.18
Wells Fargo & Company/mn	309,834	12.18
Hennion & Walsh Asset Management, Inc.	273,874	12.18
Bank Of America Corp /de/	249,819	12.18
UBS Group AG	126,186	12.18
Morgan Stanley	120,382	12.18
Mackay Shields Llc	105,138	12.18
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	86,385	12.18
Robinson Capital Management, Llc	86,385	12.15
Wolverine Asset Management Llc	71,758	12.18
Claybrook Capital, LLC	70,821	12.19
Cetera Advisor Networks LLC	66,479	12.18
LPL Financial LLC	64,610	12.18
Commonwealth Equity Services, Llc	47,402	12.17
Advisor Group Holdings, Inc.	45,035	12.19
Allianz Asset Management GmbH	40,759	12.17
PIMCO Flexible Municipal Income Fund	40,759	12.17
Edgewood Management Llc	35,000	12.17

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
Guggenheim Capital Llc	482,861	12.18
Focused Wealth Management, Inc	319,702	12.18
Wells Fargo & Company/mn	309,834	12.18
Hennion & Walsh Asset Management, Inc.	273,874	12.18
Bank Of America Corp /de/	249,819	12.18
UBS Group AG	126,186	12.18
Morgan Stanley	120,382	12.18
Mackay Shields Llc	105,138	12.18
Robinson Capital Management, Llc	86,385	12.15
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	86,385	12.18
Wolverine Asset Management Llc	71,758	12.18
Claybrook Capital, LLC	70,821	12.19
Cetera Advisor Networks LLC	66,479	12.18
LPL Financial LLC	64,610	12.18
Commonwealth Equity Services, Llc	47,402	12.17
Advisor Group Holdings, Inc.	45,035	12.19
PIMCO Flexible Municipal Income Fund	40,759	12.17
Allianz Asset Management GmbH	40,759	12.17
Edgewood Management Llc	35,000	12.17
MMHVX - MainStay MacKay High Yield Municipal Bond Fund Investor Class	26,795	13.32

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,259,781
BANK OF AMERICA CORP /DE/	1,794

Recent Quarter 13 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	1,540	12183.77
Cohen & Steers, Inc.
1607 Capital Partners, LLC
Tower Research Capital LLC (TRC)
Citadel Advisors Llc
Spire Wealth Management
Sowell Financial Services LLC
Citigroup Inc
Invesco Ltd.
Proequities, Inc.
Snowden Capital Advisors LLC
Cambridge Investment Research Advisors, Inc.
Lazard Asset Management Llc

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
MMHVX - MainStay MacKay High Yield Municipal Bond Fund Investor Class	26,795	11.16	26,795	13.32
MNOAX - MainStay MacKay New York Tax Free Opportunities Fund Class A	12,602	11.19	12,602	13.33
SOA Wealth Advisors, LLC.	548	10.95	542	11.07

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
SOA Wealth Advisors, LLC.	6	548	10.95	542	11.07	1.11

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	1,540	12183.77

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SOA Wealth Advisors, LLC.	548	10.95	542	11.07

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
SOA Wealth Advisors, LLC.	6	548	10.95	542	11.07	1.11

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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