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 51 13.00 14.39 14.03
Previous Quarter 0 0.00 0.00 0.00

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 51 13 0 0 0 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 5 1 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
FIRST TRUST PORTFOLIOS LP 1,182,382
GM Advisory Group, Inc. 655,391 14.40
U.S. Capital Wealth Advisors, LLC 177,075 14.40
Commonwealth Equity Services, Llc 161,648 14.40
Cetera Investment Advisers 154,059 14.40
Rockefeller Capital Management L.P. 88,301 14.39
Jane Street Group, Llc 75,185 14.40
Cambridge Investment Research Advisors, Inc. 60,236 4.53
Envestnet Asset Management Inc 54,699 14.41
Oppenheimer & Co Inc 54,201 14.39
Little House Capital Llc 51,943 14.40
Truist Financial Corp 40,104 14.39
Flow Traders U.s. Llc 33,024 14.41
Kestra Advisory Services, LLC 27,439 14.40
Lakeview Capital Partners, LLC 23,650 14.42
Cambridge Advisors Inc. 21,400 14.39
Susquehanna International Group, Llp 12,236 17.16
Citadel Advisors Llc 10,547 14.41
Claro Advisors LLC 10,263 17.15
Mjp Associates Inc /adv 10,134 4.54

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

 

Recent Quarter Analysis

Name Shares PPS
FIRST TRUST PORTFOLIOS LP 1,182,382
GM Advisory Group, Inc. 655,391 14.40
U.S. Capital Wealth Advisors, LLC 177,075 14.40
Commonwealth Equity Services, Llc 161,648 14.40
Cetera Investment Advisers 154,059 14.40
Rockefeller Capital Management L.P. 88,301 14.39
Jane Street Group, Llc 75,185 14.40
Cambridge Investment Research Advisors, Inc. 60,236 4.53
Envestnet Asset Management Inc 54,699 14.41
Oppenheimer & Co Inc 54,201 14.39
Little House Capital Llc 51,943 14.40
Truist Financial Corp 40,104 14.39
Flow Traders U.s. Llc 33,024 14.41
Kestra Advisory Services, LLC 27,439 14.40
Lakeview Capital Partners, LLC 23,650 14.42
Cambridge Advisors Inc. 21,400 14.39
Susquehanna International Group, Llp 12,236 17.16
Citadel Advisors Llc 10,547 14.41
Claro Advisors LLC 10,263 17.15
Mjp Associates Inc /adv 10,134 4.54
Name Shares PPS
Northwestern Mutual Wealth Management Co
Royal Bank Of Canada
Herold Advisors, Inc.
JNBA Financial Advisors
Insight Advisors, LLC/ PA
Sigma Planning Corp
Snowden Capital Advisors LLC
Cwm, Llc
Advisor Group Holdings, Inc.
Creative Financial Designs Inc /adv
Eagle Bay Advisors LLC
UBS Group AG
HAP Trading, LLC
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Cambridge Investment Research Advisors, Inc. 60,236 4.53
Mjp Associates Inc /adv 10,134 4.54
Wolff Wiese Magana Llc 247 4.05
Cordasco Financial Network 20
Herold Advisors, Inc. 0
Name Shares PPS
Herold Advisors, Inc.
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