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	64	3.00	3.05	3.04
Previous Quarter	73	3.00	3.05	3.07

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	21	4	0	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	1	0	2	0	1	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
FIRST TRUST PORTFOLIOS LP	7,091,458
LPL Financial LLC	1,326,652	3.05
Bank Of America Corp /de/	540,408	3.05
PCEF - Invesco CEF Income Composite ETF	527,280	3.08
Invesco Ltd.	514,404	3.05
Sit Investment Associates Inc	246,721	3.05
GWM Advisors LLC	210,200	3.05
National Asset Management, Inc.	196,475	3.05
Fiera Capital Corp	154,166	3.05
Sigma Planning Corp	135,037	3.05
Wolverine Asset Management Llc	104,448	3.04
IMS Capital Management	101,083	2.73
Mml Investors Services, Llc	94,928	3.05
Morgan Stanley	87,870	3.05
Ameriprise Financial Inc	77,122	3.05
Janney Montgomery Scott LLC	69,295	3.04
Raymond James & Associates	60,670	3.05
Capital Investment Advisors, LLC	56,001	2.73
Strategic Advisors LLC	55,652	3.04
Landscape Capital Management, L.l.c.	54,239	3.04

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
LPL Financial LLC	1,326,652	3.05
Bank Of America Corp /de/	540,408	3.05
PCEF - Invesco CEF Income Composite ETF	527,280	3.08
Invesco Ltd.	514,404	3.05
Sit Investment Associates Inc	246,721	3.05
GWM Advisors LLC	210,200	3.05
National Asset Management, Inc.	196,475	3.05
Mid Atlantic Financial Management Inc/adv	176,900	3.47
Fiera Capital Corp	154,166	3.05
Sigma Planning Corp	135,037	3.05
Wolverine Asset Management Llc	104,448	3.04
IMS Capital Management	99,685	3.05
Mml Investors Services, Llc	94,928	3.05
Morgan Stanley	87,870	3.05
Ameriprise Financial Inc	77,122	3.05
Janney Montgomery Scott LLC	69,295	3.04
Raymond James & Associates	60,670	3.05
Capital Investment Advisors, LLC	56,001	3.05
Strategic Advisors LLC	55,652	3.04
Landscape Capital Management, L.l.c.	54,239	3.04

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	7,091,458
ACG Wealth	7,600	2.76

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	176,900	3.47
Carroll Financial Associates, Inc.	2,335	3.43
Advisory Services Network, LLC
Virtu Financial LLC
Atlas Private Wealth Advisors
Cetera Investment Advisers
Spire Wealth Management
Archer Investment Corp
Jane Street Group, Llc
Emerald Investment Partners, Llc
Delta Asset Management Llc/tn
Lincoln National Corp
Level Four Advisory Services, Llc
Signaturefd, Llc
Harbour Investments, Inc.
Citigroup Inc
Chilton Capital Management Llc
Seacrest Wealth Management, Llc
Plante Moran Financial Advisors, LLC
Proequities, Inc.
Optimum Investment Advisors

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
IMS Capital Management	101,083	2.73	99,685	3.05
Capital Investment Advisors, LLC	56,001	2.73	56,001	3.05
Cambridge Investment Research Advisors, Inc.	21,000	2.71	21,000	3.05
Qp Wealth Management, Llc	14,700	2.72	14,700	3.06

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
IMS Capital Management	1,398	101,083	2.73	99,685	3.05	1.40

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	7,600	2.76

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
IMS Capital Management	101,083	2.73	99,685	3.05
Cambridge Investment Research Advisors, Inc.	21,000	2.71	21,000	3.05

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
IMS Capital Management	1,398	101,083	2.73	99,685	3.05	1.40

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