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	70	480.00	25.41	30.03
Previous Quarter	75	960.00	25.41	36.09

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	1	24	3	0	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	1	2	3	0	2	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
Morgan Stanley	892,166	25.41
Bank Of America Corp /de/	355,933	25.41
Ameriprise Financial Inc	308,388	25.41
Raymond James Financial Services Advisors, Inc.	185,089	25.41
Royal Bank Of Canada	106,265	25.41
Loveless Wealth Management LLC	95,655	25.41
Wells Fargo & Company/mn	88,915	25.42
UBS Group AG	77,788	25.42
Raymond James & Associates	77,420	25.41
Advisor Group Holdings, Inc.	55,012	25.39
Kestra Advisory Services, LLC	51,369	25.40
Steward Partners Investment Advisory, Llc	44,800	0.02
Commonwealth Equity Services, Llc	42,159	25.40
Cambridge Investment Research Advisors, Inc.	39,950	21.88
Invesco Ltd.	38,678	25.41
Ahrens Investment Partners LLC	29,665	25.42
Liberty Capital Management, Inc.	25,480	25.39
LPL Financial LLC	19,571	25.39
Bank Of Montreal /can/	19,347	24.97
Midwest Heritage Bank, FSB	16,592	21.88

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	892,166	25.41
Bank Of America Corp /de/	355,933	25.41
Ameriprise Financial Inc	308,388	25.41
Raymond James Financial Services Advisors, Inc.	185,089	25.41
Royal Bank Of Canada	106,265	25.41
Loveless Wealth Management LLC	95,655	25.41
Wells Fargo & Company/mn	88,915	25.42
UBS Group AG	77,788	25.42
Raymond James & Associates	77,420	25.41
Advisor Group Holdings, Inc.	55,012	25.39
Kestra Advisory Services, LLC	51,369	25.40
Steward Partners Investment Advisory, Llc	44,800	0.02
Commonwealth Equity Services, Llc	42,159	25.40
Cambridge Investment Research Advisors, Inc.	39,871	25.41
Invesco Ltd.	38,678	25.41
Ahrens Investment Partners LLC	29,665	25.42
Liberty Capital Management, Inc.	25,480	25.39
LPL Financial LLC	19,571	25.39
Bank Of Montreal /can/	19,347	24.97
Seacrest Wealth Management, Llc	15,506	25.41

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	500	22.00

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	13,383	25.11
Koshinski Asset Management, Inc.	2,183	25.19
Herold Advisors, Inc.	650	25409.23
Newbridge Financial Services Group, Inc.
Moors & Cabot, Inc.
Oppenheimer & Co Inc
Spire Wealth Management
Envestnet Asset Management Inc
Huntington National Bank
FourThought Financial, LLC
Fifth Third Bancorp
Proequities, Inc.
First Foundation Advisors
Marcum Wealth, LLC
Cornerstone Advisory, LLC
Assetmark, Inc
Wolverine Asset Management Llc
Buckingham Strategic Wealth, Llc
AdvisorNet Financial, Inc
CX Institutional
Citigroup Inc
MUFG Americas Holdings Corp
National Asset Management, Inc.
Advisory Services Network, LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	39,950	21.88	39,871	25.41
Midwest Heritage Bank, FSB	16,592	21.88	15,487	25.44
Valley National Advisers Inc	65	15.38	65	30.77

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Midwest Heritage Bank, FSB	1,105	16,592	21.88	15,487	25.44	7.14
Cambridge Investment Research Advisors, Inc.	79	39,950	21.88	39,871	25.41	0.20

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 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	500	22.00

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	2,183	25.19
Herold Advisors, Inc.	650	25409.23

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	39,950	21.88	39,871	25.41
Midwest Heritage Bank, FSB	16,592	21.88	15,487	25.44
Valley National Advisers Inc	65	15.38	65	30.77

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
Midwest Heritage Bank, FSB	1,105	16,592	21.88	15,487	25.44	7.14
Cambridge Investment Research Advisors, Inc.	79	39,950	21.88	39,871	25.41	0.20

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