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 59 3.00 0.84 0.91
Previous Quarter 66 1.00 0.84 0.83

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 22 4 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 1 0 1 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 130,524 0.18 0.84 3,516,026 4.88 0.84
Previous Quarter 130,524 0.18 0.84 3,516,026 4.88 0.84

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
Buckingham Strategic Partners 2,635,999 0.84
Vanguard Group Inc 1,766,529 0.84
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,192,821 0.84
Morgan Stanley 1,099,059 0.84
Susquehanna International Group, Llp 578,974 0.84
VEXMX - Vanguard Extended Market Index Fund Investor Shares 556,676 0.84
Private Advisor Group, LLC 365,002 0.17
Geode Capital Management, Llc 356,437 0.84
FSMAX - Fidelity Extended Market Index Fund 206,343 0.67
State Street Corp 136,288 0.84
BlackRock Inc. 130,524 0.84
Diversified Trust Co 120,314 0.17
IWC - iShares Micro-Cap ETF 118,605 0.84
Northern Trust Corp 83,136 0.84
FSKAX - Fidelity Total Market Index Fund 74,803 0.67
Rockefeller Capital Management L.P. 72,094 0.83
CFO4Life Group, LLC 66,067 0.12
Renaissance Technologies Llc 60,268 0.85
Citadel Advisors Llc 42,600 0.85
FNY Investment Advisers, LLC 42,000 0.17

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
Buckingham Strategic Partners 2,635,999 0.84
Vanguard Group Inc 1,766,529 0.84
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,192,821 0.84
Morgan Stanley 1,099,059 0.84
Susquehanna International Group, Llp 578,974 0.84
VEXMX - Vanguard Extended Market Index Fund Investor Shares 556,676 0.84
Geode Capital Management, Llc 356,437 0.84
FSMAX - Fidelity Extended Market Index Fund 206,343 0.67
State Street Corp 136,288 0.84
BlackRock Inc. 130,524 0.84
Diversified Trust Co 120,314 0.84
IWC - iShares Micro-Cap ETF 118,605 0.84
Northern Trust Corp 83,136 0.84
FSKAX - Fidelity Total Market Index Fund 74,803 0.67
Rockefeller Capital Management L.P. 72,094 0.83
CFO4Life Group, LLC 66,067 0.83
Renaissance Technologies Llc 60,268 0.85
Citadel Advisors Llc 42,600 0.85
FNY Investment Advisers, LLC 42,000 0.83
Kestra Private Wealth Services, Llc 40,201

 

Recent Quarter Analysis

Name Shares PPS
Private Advisor Group, LLC 365,002 0.17
HighTower Trust Services, LTA 13,251 85.05
Name Shares PPS
Susquehanna International Group, Llp 578,974 0.84
Citadel Advisors Llc 42,600 0.85
Citadel Advisors Llc 42,600 0.85
SWTSX - Schwab Total Stock Market Index Fund 15,123 1.39
Brinker Capital Investments, LLC 12,001 0.83
Goldman Sachs Group Inc
Bank of New York Mellon Corp
Creative Planning
Keel Point, LLC
Wolverine Trading, Llc
Two Sigma Advisers, Lp
Virtu Financial LLC
Fmr Llc
DSC Advisors, L.P.
Charles Schwab Investment Management Inc
Asset Management One Co., Ltd.
Proequities, Inc.
Firestone Capital Management
Susquehanna International Group, Llp
Banque Cantonale Vaudoise
Engineers Gate Manager LP
Bank Of America Corp /de/
Name Current Shares Current PPS Previous Shares Previous PPS
Diversified Trust Co 120,314 0.17 120,314 0.84
CFO4Life Group, LLC 66,067 0.12 66,067 0.83
FNY Investment Advisers, LLC 42,000 0.17 42,000 0.83
Equitec Proprietary Markets, Llc 1,400 1,400 0.71
Name Current Shares Current PPS Previous Shares Previous PPS
Susquehanna International Group, Llp 578,974 0.84 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Susquehanna International Group, Llp 578,974 578,974 0.84 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
HighTower Trust Services, LTA 13,251 85.05
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
CFO4Life Group, LLC 66,067 0.12 66,067 0.83
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