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 82 21.00 19.81 19.71
Previous Quarter 102 21.00 19.81 19.84

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 3 46 0 1 1 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 3 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
Meitav Dash Investments Ltd 772,829 19.81
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 597,807 19.66
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 165,947 19.66
Morgan Stanley 108,543 19.81
Wharton Business Group, LLC 107,917 19.81
Bank Of America Corp /de/ 82,067 19.80
Aj Wealth Strategies, Llc 74,951 19.81
Susquehanna International Group, Llp 73,900 19.81
Marks Group Wealth Management, Inc 64,544 19.82
Psagot Value Holdings Ltd. / (Israel) 64,000 19.81
Stifel Financial Corp 59,185 19.80
Cutler Group LP 53,700 4.84
UBS Group AG 50,156 19.80
Banque Pictet & Cie Sa 50,000 19.82
Banco Santander, S.A. 34,640 19.80
Simplex Trading, Llc 34,197 19.80
Citadel Advisors Llc 33,100 19.82
SFG Wealth Management, LLC. 31,907 23.69
Renaissance Technologies Llc 22,900 19.83
Old Mission Capital Llc 22,760 19.82

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
Meitav Dash Investments Ltd 772,829 19.81
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 597,807 19.66
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 165,947 19.66
Morgan Stanley 108,543 19.81
Wharton Business Group, LLC 107,917 19.81
Psagot Investment House Ltd. 93,737 28.04
Bank Of America Corp /de/ 82,067 19.80
Aj Wealth Strategies, Llc 74,951 19.81
Susquehanna International Group, Llp 73,900 19.81
Marks Group Wealth Management, Inc 64,544 19.82
Psagot Value Holdings Ltd. / (Israel) 64,000 19.81
Stifel Financial Corp 59,185 19.80
Cutler Group LP 53,700 4.84
UBS Group AG 50,156 19.80
Banque Pictet & Cie Sa 50,000 19.82
Banco Santander, S.A. 34,640 19.80
Simplex Trading, Llc 34,197 19.80
Citadel Advisors Llc 33,100 19.82
Renaissance Technologies Llc 22,900 19.83
Old Mission Capital Llc 22,760 19.82

 

Recent Quarter Analysis

Name Shares PPS
SFG Wealth Management, LLC. 31,907 23.69
Danda Trouve Investment Management, Inc. 1,290 24.03
Sugarloaf Wealth Management, LLC 200 25.00
Name Shares PPS
Psagot Investment House Ltd. 93,737 28.04
Susquehanna International Group, Llp 73,900 19.81
Cutler Group LP 53,700 4.84
Citadel Advisors Llc 33,100 19.82
Sowell Financial Services LLC
Solstein Capital, LLC
Gladstone Institutional Advisory LLC
CIBC World Markets Inc.
Change Path, LLC
Raymond James Financial Services Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
Ayalon Holdings Ltd.
Bank Hapoalim Bm
Private Trust Co Na
IFP Advisors, Inc
Allworth Financial LP
Philadelphia Trust Co
Envestnet Asset Management Inc
Truist Financial Corp
Avitas Wealth Management LLC
GeoWealth Management, LLC
Wedbush Securities Inc
Hsbc Holdings Plc
Citigroup Inc
Cetera Advisors LLC
GSB Wealth Management, LLC
Altfest L J & Co Inc
Bank Of Montreal /can/
Parallel Advisors, LLC
Hrt Financial Lp
Janney Montgomery Scott LLC
Wbh Advisory Inc
IHT Wealth Management, LLC
Vontobel Holding Ltd.
Archford Capital Strategies, LLC
LPL Financial LLC
Glovista Investments LLC
Krs Capital Management, Llc
Karp Capital Management Corp
TAP Consulting, LLC
Barclays Plc
Raymond James & Associates
Edmond De Rothschild Holding S.a.
Jane Street Group, Llc
Snowden Capital Advisors LLC
Barometer Capital Management Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Apella Capital, LLC 18,149 35.37 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Apella Capital, LLC 18,149 18,149 35.37 0 0.00
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
SFG Wealth Management, LLC. 31,907 23.69
Danda Trouve Investment Management, Inc. 1,290 24.03
Sugarloaf Wealth Management, LLC 200 25.00
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