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	145	14.00	14.25	14.15
Previous Quarter	148	14.00	14.25	14.19

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	8	34	8	0	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	5	3	8	0	2	3
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	10,431,864
Morgan Stanley	10,176,316	14.25
UBS Group AG	1,990,197	14.25
LPL Financial LLC	1,687,452	14.25
PCEF - Invesco CEF Income Composite ETF	1,323,908	13.65
Invesco Ltd.	1,283,720	14.25
Wells Fargo & Company/mn	1,234,962	14.25
Guggenheim Capital Llc	711,803	14.25
Royal Bank Of Canada	647,557	14.25
Lindbrook Capital, Llc	576,414	14.25
Raymond James Financial Services Advisors, Inc.	568,228	14.25
Bank Of America Corp /de/	475,523	14.25
Raymond James & Associates	462,751	14.25
Commonwealth Equity Services, Llc	448,539	14.25
Advisors Asset Management, Inc.	324,284	14.25
Cambridge Investment Research Advisors, Inc.	305,877	12.37
MONECO Advisors, LLC	299,278	14.25
Advisor Group Holdings, Inc.	288,990	13.98
Focused Wealth Management, Inc	273,415	14.25
Stifel Financial Corp	258,977	14.25

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	10,176,316	14.25
UBS Group AG	1,990,197	14.25
LPL Financial LLC	1,687,452	14.25
PCEF - Invesco CEF Income Composite ETF	1,323,908	13.65
Invesco Ltd.	1,283,720	14.25
Wells Fargo & Company/mn	1,234,962	14.25
Guggenheim Capital Llc	711,803	14.25
Royal Bank Of Canada	647,557	14.25
Lindbrook Capital, Llc	576,414	14.25
Raymond James Financial Services Advisors, Inc.	568,228	14.25
Bank Of America Corp /de/	475,523	14.25
Raymond James & Associates	462,751	14.25
Commonwealth Equity Services, Llc	448,539	14.25
Advisors Asset Management, Inc.	324,284	14.25
MONECO Advisors, LLC	299,278	14.25
Advisor Group Holdings, Inc.	288,990	13.98
Focused Wealth Management, Inc	273,415	14.25
Stifel Financial Corp	258,977	14.25
Rockefeller Capital Management L.P.	241,811	14.25
Cambridge Investment Research Advisors, Inc.	231,834	14.25

Recent Quarter Analysis

Recent Quarter 8 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	10,431,864
International Assets Investment Management, Llc	30,093	14.26
OTA Financial Group L.P.	18,741	12.33
Apella Capital, LLC	13,974	12.38
Private Advisor Group, LLC	10,739	12.38
Marquette Asset Management, LLC	5,095	12.37
Global Retirement Partners, LLC	3,129	12.46
ACG Wealth	3,106	12.23

Recent Quarter 34 Institutes closed out their positions

Name	Shares	PPS
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	171,898	14.23
International Assets Investment Management, Llc	30,093	14.26
Hochman Cole Investment Advisors, Inc.	23,808	14.24
Raymond James Trust N.a.	18,173	14.25
Koshinski Asset Management, Inc.	8,347	14.26
Valley National Advisers Inc	2,538	14.18
Sonora Investment Management, LLC	542	14.76
Newbridge Financial Services Group, Inc.
Summit Financial, LLC
Hrt Financial Lp
Deutsche Bank Ag\
Advisory Services Network, LLC
Arkadios Wealth Advisors
Continuum Advisory, LLC
Jane Street Group, Llc
Bank of New York Mellon Corp
Hartford Financial Management Inc.
StoneX Group Inc.
Kestra Advisory Services, LLC
Bessemer Group Inc
Parametric Portfolio Associates Llc
Tower Research Capital LLC (TRC)
Chilton Capital Management Llc
Elmwood Wealth Management, Inc.
Armor Investment Advisors, LLC
PRW Wealth Management LLC
Cwm, Llc
Wolverine Asset Management Llc
Cornerstone Advisory, LLC
Mirae Asset Global Investments Co., Ltd.
Youngs Advisory Group, Inc.
Ahl Investment Management, Inc.
Optimum Investment Advisors
Pinnacle Bancorp, Inc.

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	305,877	12.37	231,834	14.25
Bft Financial Group, Llc	34,991	12.37	34,991	14.26
Dubuque Bank & Trust Co	23,236	12.35	58,370	14.25
Cordasco Financial Network	12,073	12.34	11,877	14.23
Allworth Financial LP	8,376	12.42	8,376	14.21
FNY Investment Advisers, LLC	5,000	12.20	5,000	14.20
Hoese & Co LLP	1,750	12.57	3,500	14.29
Dividend Asset Capital, Llc	1,239	12.11	5,069	14.20

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
Cambridge Investment Research Advisors, Inc.	74,043	305,877	12.37	231,834	14.25	31.94
Cordasco Financial Network	196	12,073	12.34	11,877	14.23	1.65

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Dubuque Bank & Trust Co	35,134	23,236	12.35	58,370	14.25	-60.19
Dividend Asset Capital, Llc	3,830	1,239	12.11	5,069	14.20	-75.56
Hoese & Co LLP	1,750	1,750	12.57	3,500	14.29	-50.00

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 5 New Institutes added position

Name	Shares	PPS
OTA Financial Group L.P.	18,741	12.33
Private Advisor Group, LLC	10,739	12.38
Marquette Asset Management, LLC	5,095	12.37
Global Retirement Partners, LLC	3,129	12.46
ACG Wealth	3,106	12.23

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Valley National Advisers Inc	2,538	14.18
Koshinski Asset Management, Inc.	8,347	14.26
Raymond James Trust N.a.	18,173	14.25

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	305,877	12.37	231,834	14.25
Bft Financial Group, Llc	34,991	12.37	34,991	14.26
Dubuque Bank & Trust Co	23,236	12.35	58,370	14.25
Cordasco Financial Network	12,073	12.34	11,877	14.23
Allworth Financial LP	8,376	12.42	8,376	14.21
FNY Investment Advisers, LLC	5,000	12.20	5,000	14.20
Hoese & Co LLP	1,750	12.57	3,500	14.29
Dividend Asset Capital, Llc	1,239	12.11	5,069	14.20

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
Cambridge Investment Research Advisors, Inc.	74,043	305,877	12.37	231,834	14.25	31.94
Cordasco Financial Network	196	12,073	12.34	11,877	14.23	1.65

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Dubuque Bank & Trust Co	35,134	23,236	12.35	58,370	14.25	-60.19
Dividend Asset Capital, Llc	3,830	1,239	12.11	5,069	14.20	-75.56
Hoese & Co LLP	1,750	1,750	12.57	3,500	14.29	-50.00

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