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 35 19.00 18.34 18.65
Previous Quarter 40 18.00 18.34 18.39

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 0 9 0 3 2 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 0 0 0 0 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
TMD Wealth Management, LLC 986,332 18.34
CIBC World Markets Inc. 511,375 18.34
Cornerstone Wealth Group, LLC 298,904 18.34
AE Wealth Management LLC 288,015 18.34
Astoria Portfolio Advisors LLC. 144,776 21.78
Worth Asset Management, LLC 103,942 21.77
National Bank Of Canada /fi/ 100,364 18.33
Royal Bank Of Canada 85,980 18.33
National Asset Management, Inc. 69,916 18.35
Toroso Investments, LLC 59,202 18.34
Empirical Asset Management, LLC 43,242 18.34
Advisor Group Holdings, Inc. 29,356 18.33
Latitude Advisors, LLC 29,013 18.34
Prospera Financial Services Inc 25,174 18.35
LPL Financial LLC 20,723 18.34
Truadvice, LLC 19,552 19.64
Adalta Capital Management LLC 17,500 18.34
Financial Architects, Inc 14,394 18.34
Susquehanna International Group, Llp 13,942 18.36
Old Port Advisors 10,956 21.08

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
TMD Wealth Management, LLC 986,332 18.34
CIBC World Markets Inc. 511,375 18.34
Cornerstone Wealth Group, LLC 298,904 18.34
AE Wealth Management LLC 288,015 18.34
Astoria Portfolio Advisors LLC. 131,285 18.34
National Bank Of Canada /fi/ 100,364 18.33
Royal Bank Of Canada 85,980 18.33
National Asset Management, Inc. 69,916 18.35
Toroso Investments, LLC 59,202 18.34
Worth Asset Management, LLC 55,233 20.86
Empirical Asset Management, LLC 43,242 18.34
Advisor Group Holdings, Inc. 29,356 18.33
Latitude Advisors, LLC 29,013 18.34
Prospera Financial Services Inc 25,174 18.35
LPL Financial LLC 20,723 18.34
Truadvice, LLC 19,552 19.64
Adalta Capital Management LLC 17,500 18.34
Financial Architects, Inc 14,394 18.34
Susquehanna International Group, Llp 13,942 18.36
IFP Advisors, Inc 13,019 18.05

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
IFP Advisors, Inc 13,019 18.05
Heritage Wealth Management, Llc 5,983 17.05
HAP Trading, LLC
Merit Financial Group, LLC
Carroll Financial Associates, Inc.
Proequities, Inc.
Financial Enhancement Group LLC
GWM Advisors LLC
Bourgeon Capital Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Astoria Portfolio Advisors LLC. 144,776 21.78 131,285 18.34
Worth Asset Management, LLC 103,942 21.77 55,233 20.86
Old Port Advisors 10,956 21.08 10,956 18.35
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Worth Asset Management, LLC 48,709 103,942 21.77 55,233 20.86 88.19
Astoria Portfolio Advisors LLC. 13,491 144,776 21.78 131,285 18.34 10.28
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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