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	127	14.00	14.10	14.05
Previous Quarter	133	14.00	14.10	14.08

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	21	5	0	3	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	1	4	0	3	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
Bank Of America Corp /de/	2,104,246	14.10
Morgan Stanley	1,694,336	14.10
Advisors Asset Management, Inc.	876,876	14.05
Guggenheim Capital Llc	765,832	14.05
MetLife Investment Management, LLC	740,000
LPL Financial LLC	700,004	14.10
Pacific Wealth Strategies Group, Inc.	674,924	14.10
Royal Bank Of Canada	533,161	14.10
Wells Fargo & Company/mn	458,259	14.10
THRIVENT FINANCIAL FOR LUTHERANS	400,000
Cohen & Steers, Inc.	329,884	14.05
Advisor Group Holdings, Inc.	302,524	14.10
Commonwealth Equity Services, Llc	290,218	14.10
Greatmark Investment Partners, Inc.	261,282	14.10
Cetera Advisor Networks LLC	253,705	14.10
Dumont & Blake Investment Advisors Llc	240,851	14.10
Ameriprise Financial Inc	238,756	14.10
UBS Group AG	233,427	14.10
Janney Montgomery Scott LLC	217,976	14.10
Raymond James & Associates	211,148	14.10

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
Bank Of America Corp /de/	2,104,246	14.10
Morgan Stanley	1,694,336	14.10
Advisors Asset Management, Inc.	876,876	14.05
Guggenheim Capital Llc	765,832	14.05
LPL Financial LLC	700,004	14.10
Pacific Wealth Strategies Group, Inc.	674,924	14.10
Royal Bank Of Canada	533,161	14.10
Wells Fargo & Company/mn	458,259	14.10
Cohen & Steers, Inc.	329,884	14.05
Advisor Group Holdings, Inc.	302,524	14.10
Commonwealth Equity Services, Llc	290,218	14.10
Greatmark Investment Partners, Inc.	261,282	14.10
Cetera Advisor Networks LLC	253,705	14.10
Dumont & Blake Investment Advisors Llc	240,851	14.10
Ameriprise Financial Inc	238,756	14.10
UBS Group AG	233,427	14.10
Janney Montgomery Scott LLC	217,976	14.10
Raymond James & Associates	211,148	14.10
AE Wealth Management LLC	204,821	14.10
Raymond James Financial Services Advisors, Inc.	159,577	14.10

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
MetLife Investment Management, LLC	740,000
THRIVENT FINANCIAL FOR LUTHERANS	400,000
ACG Wealth	950	11.58

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	57,545	15.62
Sargent Bickham Lagudis LLC	5,163	14.14
Newbridge Financial Services Group, Inc.
Advisory Services Network, LLC
55i, Llc
Stephens Inc /ar/
MBL Wealth, LLC
Citigroup Inc
Atlas Private Wealth Advisors
Proequities, Inc.
Cetera Investment Advisers
Howe & Rusling Inc
RWM Asset Management, LLC
Moors & Cabot, Inc.
Sovereign Financial Group, Inc.
Allworth Financial LP
Reilly Financial Advisors, Llc
CoreCap Advisors, LLC
Joseph P. Lucia & Associates, LLC
Cwm, Llc
Kerntke Otto McGlone Wealth Management Group

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	65,132	11.18	60,346	14.10
Sugarloaf Wealth Management, LLC	18,253	11.18	18,096	14.09
Marcum Wealth, LLC	13,136	11.19	12,939	14.07
Koshinski Asset Management, Inc.	10,850		10,850	14.10
AdvisorNet Financial, Inc	1,000	11.00	1,000	14.00

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.	4,786	65,132	11.18	60,346	14.10	7.93
Marcum Wealth, LLC	197	13,136	11.19	12,939	14.07	1.52
Sugarloaf Wealth Management, LLC	157	18,253	11.18	18,096	14.09	0.87

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	950	11.58

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Sargent Bickham Lagudis LLC	5,163	14.14

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	65,132	11.18	60,346	14.10
Sugarloaf Wealth Management, LLC	18,253	11.18	18,096	14.09
Marcum Wealth, LLC	13,136	11.19	12,939	14.07
Koshinski Asset Management, Inc.	10,850		10,850	14.10

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.	4,786	65,132	11.18	60,346	14.10	7.93
Marcum Wealth, LLC	197	13,136	11.19	12,939	14.07	1.52
Sugarloaf Wealth Management, LLC	157	18,253	11.18	18,096	14.09	0.87

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