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	49	8.00	7.80	7.74
Previous Quarter	45	9.00	8.78	8.76

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	5	6	36	1	8	6
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	0	0	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	11,225	0.26	7.84	391,096	9.16	7.84
Previous Quarter	11,729	0.27	8.78	391,275	9.16	8.79

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
Visionary Wealth Advisors	273,002	7.88
Visionary Wealth Advisors	270,633
Dimensional Fund Advisors Lp	264,076	7.80
DIMENSIONAL FUND ADVISORS LP	264,062
RENAISSANCE TECHNOLOGIES LLC	206,588
Vanguard Group Inc	195,698	7.88
Renaissance Technologies Llc	187,388	7.88
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	129,793	7.80
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	117,769	7.03
VEXMX - Vanguard Extended Market Index Fund Investor Shares	58,049	7.80
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	49,891	7.04
Bridgeway Capital Management Inc	47,100	7.79
BRSIX - Ultra-Small Company Market Fund Class N	45,000	7.80
Mercer Global Advisors Inc /adv	39,389	7.79
Integrated Wealth Concepts LLC	30,472	7.88
Dakota Wealth Management	24,250	7.88
DFSTX - U.s. Small Cap Portfolio - Institutional Class	12,192	7.05
BlackRock Inc.	11,225	7.84
Geode Capital Management, Llc	10,365	7.72
State Street Corp	10,294	7.77

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
Visionary Wealth Advisors	270,633	8.79
Dimensional Fund Advisors Lp	264,062	8.79
Renaissance Technologies Llc	206,588	8.79
Vanguard Group Inc	195,698	8.79
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	129,793	8.79
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	121,856	8.52
VEXMX - Vanguard Extended Market Index Fund Investor Shares	58,228	8.79
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	49,891	8.52
Bridgeway Capital Management Inc	47,100	8.79
BRSIX - Ultra-Small Company Market Fund Class N	45,000	8.80
Mercer Global Advisors Inc /adv	34,389	8.78
Integrated Wealth Concepts LLC	30,472	8.79
Dakota Wealth Management	24,250	8.78
DFSTX - U.s. Small Cap Portfolio - Institutional Class	12,192	8.53
BlackRock Inc.	11,729	8.78
Geode Capital Management, Llc	10,365	8.78
IWC - iShares Micro-Cap ETF	10,025	8.78
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	5,597	8.58
DFAT - Dimensional U.S. Targeted Value ETF	5,491	8.56
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	5,024	8.56

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
DIMENSIONAL FUND ADVISORS LP	264,062
RENAISSANCE TECHNOLOGIES LLC	206,588
State Street Corp	10,294	7.77
Fmr Llc	100	10.00
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	14

Recent Quarter 6 Institutes closed out their positions

Name	Shares	PPS
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series	2,414	9.94
UBS Group AG	957	8.36
Royal Bank Of Canada	832	8.41
Bank Of America Corp /de/	52
California Public Employees Retirement System
Proequities, Inc.

Recent Quarter 36 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Visionary Wealth Advisors	273,002	7.88	270,633	8.79
Dimensional Fund Advisors Lp	264,076	7.80	264,062	8.79
Vanguard Group Inc	195,698	7.88	195,698	8.79
Renaissance Technologies Llc	187,388	7.88	206,588	8.79
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	129,793	7.80	129,793	8.79
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	117,769	7.03	121,856	8.52
VEXMX - Vanguard Extended Market Index Fund Investor Shares	58,049	7.80	58,228	8.79
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	49,891	7.04	49,891	8.52
Bridgeway Capital Management Inc	47,100	7.79	47,100	8.79
BRSIX - Ultra-Small Company Market Fund Class N	45,000	7.80	45,000	8.80
Mercer Global Advisors Inc /adv	39,389	7.79	34,389	8.78
Integrated Wealth Concepts LLC	30,472	7.88	30,472	8.79
Dakota Wealth Management	24,250	7.88	24,250	8.78
DFSTX - U.s. Small Cap Portfolio - Institutional Class	12,192	7.05	12,192	8.53
BlackRock Inc.	11,225	7.84	11,729	8.78
Geode Capital Management, Llc	10,365	7.72	10,365	8.78
IWC - iShares Micro-Cap ETF	9,521	7.77	10,025	8.78
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	5,597	6.97	5,597	8.58
DFAT - Dimensional U.S. Targeted Value ETF	5,493	7.10	5,491	8.56
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	5,024	6.97	5,024	8.56

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Morgan Stanley	700	8.57	701	8.56

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Mercer Global Advisors Inc /adv	5,000	39,389	7.79	34,389	8.78	14.54
Visionary Wealth Advisors	2,369	273,002	7.88	270,633	8.79	0.88
Jpmorgan Chase & Co	2,000	4,000	7.75	2,000	9.00	100.00
Tower Research Capital LLC (TRC)	107	1,247	8.02	1,140	8.77	9.39
USMIX - Extended Market Index Fund	29	495	8.08	466	8.58	6.22
Dimensional Fund Advisors Lp	14	264,076	7.80	264,062	8.79	0.01
DFAT - Dimensional U.S. Targeted Value ETF	2	5,493	7.10	5,491	8.56	0.04
Wells Fargo & Company/mn	1	20		19		5.26

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Renaissance Technologies Llc	19,200	187,388	7.88	206,588	8.79	-9.29
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	4,087	117,769	7.03	121,856	8.52	-3.35
BlackRock Inc.	504	11,225	7.84	11,729	8.78	-4.30
IWC - iShares Micro-Cap ETF	504	9,521	7.77	10,025	8.78	-5.03
VEXMX - Vanguard Extended Market Index Fund Investor Shares	179	58,049	7.80	58,228	8.79	-0.31
Morgan Stanley	1	700	8.57	701	8.56	-0.14

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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