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	137	11.00	11.31	11.28
Previous Quarter	146	11.00	11.31	11.29

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	40	8	0	6	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	5	0	3	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	5,656,442	11.31
Parametric Portfolio Associates Llc	4,628,271	11.31
MORGAN STANLEY	4,448,545
1607 Capital Partners, LLC	2,660,377	11.31
1607 Capital Partners, LLC	2,590,104
Wells Fargo & Company/mn	1,207,770	11.31
Guggenheim Capital Llc	1,026,543	11.31
PCEF - Invesco CEF Income Composite ETF	1,015,170	11.48
Invesco Ltd.	1,003,421	11.31
Karpus Management, Inc.	864,980	11.31
Advisors Asset Management, Inc.	640,494	11.31
UBS Group AG	494,980	11.31
Wolverine Asset Management Llc	384,746	11.31
Bank Of America Corp /de/	348,451	11.31
Raymond James & Associates	347,898	11.31
LPL Financial LLC	265,311	11.31
Avantax Advisory Services, Inc.	258,933	11.31
1832 Asset Management L.P.	238,087	11.16
Thrivent Financial For Lutherans	230,573	11.31
Royal Bank Of Canada	212,494	11.31

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	5,656,442	11.31
Parametric Portfolio Associates Llc	4,628,271	11.31
1607 Capital Partners, LLC	2,660,377	11.31
Wells Fargo & Company/mn	1,207,770	11.31
Guggenheim Capital Llc	1,026,543	11.31
PCEF - Invesco CEF Income Composite ETF	1,015,170	11.48
Invesco Ltd.	1,003,421	11.31
Karpus Management, Inc.	864,980	11.31
Advisors Asset Management, Inc.	640,494	11.31
UBS Group AG	494,980	11.31
Wolverine Asset Management Llc	384,746	11.31
Bank Of America Corp /de/	348,451	11.31
Raymond James & Associates	347,898	11.31
YYY - Amplify High Income ETF	287,097	12.17
LPL Financial LLC	265,311	11.31
Avantax Advisory Services, Inc.	258,933	11.31
1832 Asset Management L.P.	238,087	11.16
Thrivent Financial For Lutherans	230,573	11.31
Royal Bank Of Canada	212,494	11.31
Spire Wealth Management	211,531	11.31

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	4,448,545
Sugarloaf Wealth Management, LLC	101	9.90

Recent Quarter 40 Institutes closed out their positions

Name	Shares	PPS
YYY - Amplify High Income ETF	287,097	12.17
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	203,419	11.71
Ameritas Investment Corp	46,218	0.02
Harbor Financial Services, Llc	27,678	11.71
OTA Financial Group L.P.	23,938	11.28
Mid Atlantic Financial Management Inc/adv	19,856	11.73
Sonora Investment Management, LLC	600	11.67
Carroll Financial Associates, Inc.	149	6.71
Advisory Services Network, LLC
Shepherd Kaplan Krochuk, Llc
Edge Wealth Management LLC
Deutsche Bank Ag\
Plante Moran Financial Advisors, LLC
FNY Investment Advisers, LLC
Walled Lake Planning & Wealth Management, Llc
Fmr Llc
Ground Swell Capital, LLC
SFI Advisors, LLC
Harbour Investments, Inc.
Gladstone Institutional Advisory LLC
Cornerstone Advisors Inc
Citigroup Inc
Disciplined Investments, LLC
Baird Financial Group, Inc.
Creative Planning
Confluence Wealth Services, Inc.
Tower Research Capital LLC (TRC)
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
Center for Financial Planning, Inc.
Jane Street Group, Llc
Cwm, Llc
Kestra Advisory Services, LLC
Nomura Holdings Inc
Pinnacle Bancorp, Inc.
Kestra Private Wealth Services, Llc
Aspire Private Capital, LLC
Gerber Kawasaki Wealth & Investment Management
Barclays Plc
Penserra Capital Management LLC
CoreCap Advisors, LLC

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	86,025	9.76	87,728	11.31
Private Advisor Group, LLC	69,511	9.77	67,042	11.31
Stolper Co	62,909	9.78	62,789	11.31
Koshinski Asset Management, Inc.	34,167		33,791	11.30
AAINX - Thrivent Opportunity Income Plus Fund Class A	25,789	10.70	22,989	11.79
AABFX - Thrivent Balanced Income Plus Fund Class A	5,894	10.69	5,194	11.74
Sound Income Strategies, LLC	3,100	9.68	3,100	11.29
Allworth Financial LP	1,790	9.50	1,790	11.17

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
AAINX - Thrivent Opportunity Income Plus Fund Class A	2,800	25,789	10.70	22,989	11.79	12.18
Private Advisor Group, LLC	2,469	69,511	9.77	67,042	11.31	3.68
Arkadios Wealth Advisors	763	19,997		19,234		3.97
AABFX - Thrivent Balanced Income Plus Fund Class A	700	5,894	10.69	5,194	11.74	13.48
Koshinski Asset Management, Inc.	376	34,167		33,791	11.30	1.11
Stolper Co	120	62,909	9.78	62,789	11.31	0.19

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,703	86,025	9.76	87,728	11.31	-1.94

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
Sugarloaf Wealth Management, LLC	101	9.90

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
OTA Financial Group L.P.	23,938	11.28

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	86,025	9.76	87,728	11.31
Private Advisor Group, LLC	69,511	9.77	67,042	11.31
Koshinski Asset Management, Inc.	34,167		33,791	11.30
Sound Income Strategies, LLC	3,100	9.68	3,100	11.29
Allworth Financial LP	1,790	9.50	1,790	11.17

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	2,469	69,511	9.77	67,042	11.31	3.68
Arkadios Wealth Advisors	763	19,997		19,234		3.97
Koshinski Asset Management, Inc.	376	34,167		33,791	11.30	1.11

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,703	86,025	9.76	87,728	11.31	-1.94

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