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	78	21.00	20.45	21.02
Previous Quarter	91	23.00	22.22	22.73

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	1	37	32	4	11	12
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	2	3	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	1	1	22	4	10	10
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	1	0	0	1	1	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
DRRAX - BNY Mellon Global Real Return Fund Class A	370,235	26.45
Susquehanna International Group, Llp	237,700	20.45
Jane Street Group, Llc	178,374	20.45
Susquehanna International Group, Llp	145,763	20.45
Mirae Asset Global Investments Co., Ltd.	132,500	20.45
Citadel Advisors Llc	128,600	22.22
Citadel Advisors Llc	114,400	22.22
Susquehanna International Group, Llp	85,000	20.45
Stifel Financial Corp	65,141	20.45
Royal Bank Of Canada	60,000	20.45
Wells Fargo & Company/mn	56,975	20.45
Old Mission Capital Llc	53,958	20.44
LPL Financial LLC	50,381	20.44
Wolverine Trading, Llc	48,600	20.68
Advisor Group Holdings, Inc.	46,431	20.46
Commonwealth Equity Services, Llc	46,304	20.43
Envestnet Asset Management Inc	39,720	20.44
Pettinga Financial Advisors, LLC	36,204	20.44
Nadler Financial Group, Inc.	33,907	20.44
Citadel Advisors Llc	32,184	22.22

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
DRRAX - BNY Mellon Global Real Return Fund Class A	370,235	26.45
Mirae Asset Global Investments Co., Ltd.	142,500	22.22
Citadel Advisors Llc	128,600	22.22
Susquehanna International Group, Llp	122,300	22.22
Citadel Advisors Llc	114,400	22.22
Jane Street Group, Llc	82,994	22.22
BigSur Wealth Management LLC	73,549	22.22
Wells Fargo & Company/mn	61,934	22.23
Advisor Group Holdings, Inc.	61,670	22.22
Susquehanna International Group, Llp	54,900	22.22
Stifel Financial Corp	54,081	22.23
Envestnet Asset Management Inc	48,268	22.23
LPL Financial LLC	47,542	22.21
Nadler Financial Group, Inc.	33,902	22.21
Mml Investors Services, Llc	33,076	22.22
Lido Advisors, LLC	32,534	22.19
Citadel Advisors Llc	32,184	22.22
Pettinga Financial Advisors, LLC	26,865	22.22
Lido Advisors, LLC	24,100	22.20
IWIN - Amplify Inflation Fighter ETF	23,339	26.44

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Bank Of Montreal /can/	10,971	21.33

Recent Quarter 37 Institutes closed out their positions

Name	Shares	PPS
BigSur Wealth Management LLC	73,549	22.22
IWIN - Amplify Inflation Fighter ETF	23,339	26.44
Flow Traders U.s. Llc	17,690	27.19
Stratos Wealth Partners, LTD.	15,120	22.22
Cambridge Investment Research Advisors, Inc.	13,876	22.20
New Century Advisors, LLC	12,600	22.22
Avantax Advisory Services, Inc.	11,753	22.21
Fmr Llc	260	23.08
Benjamin F. Edwards & Company, Inc.	200	20.00
Dixon Hughes Goodman Wealth Advisors LLC	100	30.00
ACG Wealth	42	23.81
AdvisorNet Financial, Inc
Spire Wealth Management
Covington Capital Management
Verdad Advisers, LP
RPg Family Wealth Advisory, LLC
Signaturefd, Llc
Qube Research & Technologies Ltd
WESPAC Advisors, LLC
Castellan Group, LLC
Integrated Wealth Concepts LLC
Koshinski Asset Management, Inc.
Axxcess Wealth Management, Llc
Barrett Asset Management, LLC
Itau Unibanco Holding S.A.
Arkadios Wealth Advisors
Solstein Capital, LLC
Barclays Plc
Citigroup Inc
Ironwood Financial, llc
Oppenheimer & Co Inc
EverSource Wealth Advisors, LLC
Bank of New York Mellon Corp
Group One Trading, L.p.
1832 Asset Management L.P.
Harbour Investments, Inc.
Moors & Cabot, Inc.

Recent Quarter 32 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Susquehanna International Group, Llp	237,700	20.45	122,300	22.22
Jane Street Group, Llc	178,374	20.45	82,994	22.22
Mirae Asset Global Investments Co., Ltd.	132,500	20.45	142,500	22.22
Stifel Financial Corp	65,141	20.45	54,081	22.23
Royal Bank Of Canada	60,000	20.45	42	23.81
Wells Fargo & Company/mn	56,975	20.45	61,934	22.23
LPL Financial LLC	50,381	20.44	47,542	22.21
Advisor Group Holdings, Inc.	46,431	20.46	61,670	22.22
Commonwealth Equity Services, Llc	46,304	20.43	9,431	22.16
Envestnet Asset Management Inc	39,720	20.44	48,268	22.23
Pettinga Financial Advisors, LLC	36,204	20.44	26,865	22.22
Nadler Financial Group, Inc.	33,907	20.44	33,902	22.21
Mml Investors Services, Llc	30,069	20.45	33,076	22.22
HAP Trading, LLC	25,500	0.31	19,600	0.36
Simplex Trading, Llc	24,105	20.41	7,545	25.98
Lido Advisors, LLC	24,100	20.41	32,534	22.19
Morgan Stanley	15,328	20.49	3,083	22.06
Isthmus Partners, Llc	12,800	20.47	12,800	22.19
Cwm, Llc	11,114	20.42	15,852	22.21
Herold Advisors, Inc.	10,800	20.37	10,800	22.13

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Old Mission Capital Llc	53,958	20.44	0
Wolverine Trading, Llc	48,600	20.68	0
Cutler Group LP	30,100	0.80	5,400	0.56
Allworth Financial LP	225	22.22	233	21.46

Recent Quarter 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Jane Street Group, Llc	95,380	178,374	20.45	82,994	22.22	114.92
Old Mission Capital Llc	53,958	53,958	20.44	0		0.00
Commonwealth Equity Services, Llc	36,873	46,304	20.43	9,431	22.16	390.98
Simplex Trading, Llc	16,560	24,105	20.41	7,545	25.98	219.48
Morgan Stanley	12,245	15,328	20.49	3,083	22.06	397.18
Stifel Financial Corp	11,060	65,141	20.45	54,081	22.23	20.45
Pettinga Financial Advisors, LLC	9,339	36,204	20.44	26,865	22.22	34.76
LPL Financial LLC	2,839	50,381	20.44	47,542	22.21	5.97
Laffer Investments	1,565	7,659	20.50	6,094	22.15	25.68
Bank Of America Corp /de/	1,404	1,980	20.20	576	22.57	243.75
Nadler Financial Group, Inc.	5	33,907	20.44	33,902	22.21	0.01

Recent Quarter 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Advisor Group Holdings, Inc.	15,239	46,431	20.46	61,670	22.22	-24.71
Mirae Asset Global Investments Co., Ltd.	10,000	132,500	20.45	142,500	22.22	-7.02
Envestnet Asset Management Inc	8,548	39,720	20.44	48,268	22.23	-17.71
Lido Advisors, LLC	8,434	24,100	20.41	32,534	22.19	-25.92
Wells Fargo & Company/mn	4,959	56,975	20.45	61,934	22.23	-8.01
Cwm, Llc	4,738	11,114	20.42	15,852	22.21	-29.89
Mml Investors Services, Llc	3,007	30,069	20.45	33,076	22.22	-9.09
UBS Group AG	1,517	1,159	19.84	2,676	22.05	-56.69
Proequities, Inc.	561	2,153	20.44	2,714	22.11	-20.67
Jpmorgan Chase & Co	435	9		444	22.52	-97.97
Bnp Paribas Arbitrage, Sa	325	1,704	20.54	2,029	22.18	-16.02
Allworth Financial LP	8	225	22.22	233	21.46	-3.43

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 2 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Royal Bank Of Canada	59,958	60,000	42	142757.14
Susquehanna International Group, Llp	115,400	237,700	122,300	94.36

Recent Quarter 3 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
HAP Trading, LLC	5,900	25,500	19,600	30.10
Cutler Group LP	24,700	30,100	5,400	457.41
Wolverine Trading, Llc	48,600	48,600	0	0.00

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
Bank Of Montreal /can/	10,971	21.33

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Fmr Llc	260	23.08

Past Week 22 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Jane Street Group, Llc	178,374	20.45	82,994	22.22
Susquehanna International Group, Llp	145,763	20.45	122,300	22.22
Mirae Asset Global Investments Co., Ltd.	132,500	20.45	142,500	22.22
Stifel Financial Corp	65,141	20.45	54,081	22.23
Royal Bank Of Canada	60,000	20.45	42	23.81
Wells Fargo & Company/mn	56,975	20.45	61,934	22.23
LPL Financial LLC	50,381	20.44	47,542	22.21
Advisor Group Holdings, Inc.	46,431	20.46	61,670	22.22
Commonwealth Equity Services, Llc	46,304	20.43	9,431	22.16
Envestnet Asset Management Inc	39,720	20.44	48,268	22.23
Mml Investors Services, Llc	30,069	20.45	33,076	22.22
Lido Advisors, LLC	24,000	20.42	32,534	22.19
Morgan Stanley	15,328	20.49	3,083	22.06
Isthmus Partners, Llc	12,800	20.47	12,800	22.19
Laffer Investments	7,659	20.50	6,094	22.15
Proequities, Inc.	2,153	20.44	2,714	22.11
Bank Of America Corp /de/	1,980	20.20	576	22.57
Bnp Paribas Arbitrage, Sa	1,704	20.54	2,029	22.18
UBS Group AG	1,159	19.84	2,676	22.05
Blue Bell Private Wealth Management, Llc	343	20.41	343	23.32
Ten Capital Wealth Advisors, LLC	72	13.89	72	27.78
Jpmorgan Chase & Co	9		444	22.52

Past Week 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Old Mission Capital Llc	53,958	20.44	0
HAP Trading, LLC	18,200	4.12	19,600	0.36
Wolverine Trading, Llc	16,670	20.70	0
Allworth Financial LP	225	22.22	233	21.46

Past Week 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Jane Street Group, Llc	95,380	178,374	20.45	82,994	22.22	114.92
Old Mission Capital Llc	53,958	53,958	20.44	0		0.00
Commonwealth Equity Services, Llc	36,873	46,304	20.43	9,431	22.16	390.98
Susquehanna International Group, Llp	23,463	145,763	20.45	122,300	22.22	19.18
Wolverine Trading, Llc	16,670	16,670	20.70	0		0.00
Morgan Stanley	12,245	15,328	20.49	3,083	22.06	397.18
Stifel Financial Corp	11,060	65,141	20.45	54,081	22.23	20.45
LPL Financial LLC	2,839	50,381	20.44	47,542	22.21	5.97
Laffer Investments	1,565	7,659	20.50	6,094	22.15	25.68
Bank Of America Corp /de/	1,404	1,980	20.20	576	22.57	243.75

Past Week 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Advisor Group Holdings, Inc.	15,239	46,431	20.46	61,670	22.22	-24.71
Mirae Asset Global Investments Co., Ltd.	10,000	132,500	20.45	142,500	22.22	-7.02
Envestnet Asset Management Inc	8,548	39,720	20.44	48,268	22.23	-17.71
Wells Fargo & Company/mn	4,959	56,975	20.45	61,934	22.23	-8.01
Mml Investors Services, Llc	3,007	30,069	20.45	33,076	22.22	-9.09
UBS Group AG	1,517	1,159	19.84	2,676	22.05	-56.69
Proequities, Inc.	561	2,153	20.44	2,714	22.11	-20.67
Jpmorgan Chase & Co	435	9		444	22.52	-97.97
Bnp Paribas Arbitrage, Sa	325	1,704	20.54	2,029	22.18	-16.02
Allworth Financial LP	8	225	22.22	233	21.46	-3.43

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 1 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Royal Bank Of Canada	59,958	60,000	42	142757.14

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 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
HAP Trading, LLC	1,400	18,200	19,600	-7.14

Past Week 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease
Lido Advisors, LLC	8,534	24,000	32,534	-26.23

Past Week 0 Institutes Reduced Short Positions

Name