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	132	13.00	13.21	13.13
Previous Quarter	140	13.00	13.21	13.19

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	2	30	9	0	3	2
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	2	6	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	1,293,697	13.21
UBS Group AG	1,265,575	13.21
Wells Fargo & Company/mn	1,150,404	13.21
Advisors Asset Management, Inc.	1,075,027	13.20
Bank Of America Corp /de/	989,957	13.21
Guggenheim Capital Llc	905,571	13.20
MetLife Investment Management, LLC	680,000
D.a. Davidson & Co.	527,939	13.21
Commonwealth Equity Services, Llc	458,031	13.21
LPL Financial LLC	455,498	13.21
Royal Bank Of Canada	443,348	13.21
THRIVENT FINANCIAL FOR LUTHERANS	400,000
Ameriprise Financial Inc	388,048	13.21
Cohen & Steers, Inc.	372,278	13.20
Baird Financial Group, Inc.	279,071	13.21
Raymond James Financial Services Advisors, Inc.	265,524	13.21
Advisor Group Holdings, Inc.	251,184	13.21
Reitz Capital Advisors LLC	243,800	13.21
Apollon Wealth Management, LLC	206,650	13.21
Harbour Investments, Inc.	186,486	15.11

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	1,293,697	13.21
UBS Group AG	1,265,575	13.21
Wells Fargo & Company/mn	1,150,404	13.21
Advisors Asset Management, Inc.	1,075,027	13.20
Bank Of America Corp /de/	989,957	13.21
Guggenheim Capital Llc	905,571	13.20
D.a. Davidson & Co.	527,939	13.21
Commonwealth Equity Services, Llc	458,031	13.21
LPL Financial LLC	455,498	13.21
Royal Bank Of Canada	443,348	13.21
Ameriprise Financial Inc	388,048	13.21
Cohen & Steers, Inc.	372,278	13.20
Baird Financial Group, Inc.	279,071	13.21
Raymond James Financial Services Advisors, Inc.	265,524	13.21
Advisor Group Holdings, Inc.	251,184	13.21
Reitz Capital Advisors LLC	243,800	13.21
Apollon Wealth Management, LLC	206,650	13.21
Harbour Investments, Inc.	186,486	15.11
Samalin Investment Counsel, LLC	149,017	13.21
Frontier Wealth Management LLC	136,098	12.79

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MetLife Investment Management, LLC	680,000
THRIVENT FINANCIAL FOR LUTHERANS	400,000

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	66,728	14.97
SAM Advisors, LLC	21,814	13.20
Sonora Investment Management, LLC	19,450	14.96
RWM Asset Management, LLC	4,500	13.11
Parallel Advisors, LLC	449	13.36
Citigroup Inc
Goldman Sachs Group Inc
Newbridge Financial Services Group, Inc.
Emerald Investment Partners, Llc
BlackRock Inc.
Deutsche Bank Ag\
Mariner, LLC
Krane Funds Advisors LLC
GPS Wealth Strategies Group, LLC
Panagora Asset Management Inc
Paradigm Financial Partners, Llc
Gerber Kawasaki Wealth & Investment Management
Susquehanna International Group, Llp
Moneta Group Investment Advisors Llc
RPG Investment Advisory, LLC
Assetmark, Inc
Kerntke Otto McGlone Wealth Management Group
Neuberger Berman Group LLC
Huntington National Bank
Us Bancorp \de\
CoreCap Advisors, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Pacitti Group Inc.
Proequities, Inc.
Thompson Davis & Co., Inc.

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	124,268	10.72	117,959	13.21
Private Advisor Group, LLC	51,365	10.73	52,618	13.21
E&G Advisors, LP	40,277	10.73	40,277	13.21
Marcum Wealth, LLC	16,931	10.75	16,575	13.21
Ford Financial Group, LLC	15,000	10.67	15,000	13.20
Capital Investment Advisors, LLC	14,590	10.69	15,590	13.21
Allworth Financial LP	5,300	10.75	5,300	13.21
Covington Capital Management	3,100	10.65	3,100	13.23
Global Retirement Partners, LLC	876	10.27	869	11.51

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	6,309	124,268	10.72	117,959	13.21	5.35
Marcum Wealth, LLC	356	16,931	10.75	16,575	13.21	2.15
Global Retirement Partners, LLC	7	876	10.27	869	11.51	0.81

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	1,253	51,365	10.73	52,618	13.21	-2.38
Capital Investment Advisors, LLC	1,000	14,590	10.69	15,590	13.21	-6.41

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 2 Institutes closed out their positions

Name	Shares	PPS
SAM Advisors, LLC	21,814	13.20
RWM Asset Management, LLC	4,500	13.11

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	124,268	10.72	117,959	13.21
Private Advisor Group, LLC	51,365	10.73	52,618	13.21
Marcum Wealth, LLC	16,931	10.75	16,575	13.21
Ford Financial Group, LLC	15,000	10.67	15,000	13.20
Allworth Financial LP	5,300	10.75	5,300	13.21
Global Retirement Partners, LLC	876	10.27	869	11.51

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
Cambridge Investment Research Advisors, Inc.	6,309	124,268	10.72	117,959	13.21	5.35
Marcum Wealth, LLC	356	16,931	10.75	16,575	13.21	2.15
Global Retirement Partners, LLC	7	876	10.27	869	11.51	0.81

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	1,253	51,365	10.73	52,618	13.21	-2.38

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