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	195	17.00	17.53	17.42
Previous Quarter	202	17.00	17.53	17.51

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	8	48	14	0	5	2
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	2	12	0	4	2
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
Bank Of America Corp /de/	4,773,390	17.53
UBS Group AG	4,309,512	17.53
Morgan Stanley	3,802,921	17.53
Wells Fargo & Company/mn	1,763,059	17.53
Apollo Management Holdings GP, LLC	1,760,000
Equitable Holdings, Inc.	1,600,000
Royal Bank Of Canada	1,321,536	17.53
Raymond James Financial Services Advisors, Inc.	1,174,155	17.53
Raymond James & Associates	1,043,439	17.53
SUN LIFE FINANCIAL INC	800,000
Sun Life Assurance Co of Canada	800,000
Voya Financial, Inc.	680,000
Guggenheim Capital Llc	638,415	17.54
MetLife Investment Management, LLC	600,000
LPL Financial LLC	550,567	17.53
Advisor Group Holdings, Inc.	417,496	18.29
Stratos Wealth Partners, LTD.	394,270	17.53
Cetera Advisors LLC	361,245	17.53
Commonwealth Equity Services, Llc	355,889	17.53
ARCH CAPITAL GROUP LTD.	280,000

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
Bank Of America Corp /de/	4,773,390	17.53
UBS Group AG	4,309,512	17.53
Morgan Stanley	3,802,921	17.53
Wells Fargo & Company/mn	1,763,059	17.53
Royal Bank Of Canada	1,321,536	17.53
Raymond James Financial Services Advisors, Inc.	1,174,155	17.53
Raymond James & Associates	1,043,439	17.53
Guggenheim Capital Llc	638,415	17.54
LPL Financial LLC	550,567	17.53
Advisor Group Holdings, Inc.	417,496	18.29
Stratos Wealth Partners, LTD.	394,270	17.53
Cetera Advisors LLC	361,245	17.53
Commonwealth Equity Services, Llc	355,889	17.53
Apollon Wealth Management, LLC	268,660	17.53
Advisors Asset Management, Inc.	256,014	17.54
Ameriprise Financial Inc	239,849	17.53
Wunderlich Securities, Inc.	219,301	17.53
Rockefeller Capital Management L.P.	209,924	17.53
DAVENPORT & Co LLC	208,750	17.53
Truist Financial Corp	194,759	17.53

Recent Quarter Analysis

Recent Quarter 8 New Institutes added position

Name	Shares	PPS
Apollo Management Holdings GP, LLC	1,760,000
Equitable Holdings, Inc.	1,600,000
SUN LIFE FINANCIAL INC	800,000
Sun Life Assurance Co of Canada	800,000
Voya Financial, Inc.	680,000
MetLife Investment Management, LLC	600,000
ARCH CAPITAL GROUP LTD.	280,000
Westside Investment Management, Inc.	3,234

Recent Quarter 48 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	50,105	17.72
Moors & Cabot, Inc.	13,325	31.22
Ameritas Investment Corp	11,430
Koshinski Asset Management, Inc.	9,226	17.56
Parallel Advisors, LLC	6,578	17.63
Sargent Bickham Lagudis LLC	5,380	17.47
Future Financial Wealth Managment LLC	1,100	17.27
Carroll Financial Associates, Inc.	733	19.10
Coldstream Capital Management Inc
Financial Planners of Cleveland, Inc.
Center for Financial Planning, Inc.
Brendel Financial Advisors LLC
Emerald Investment Partners, Llc
Pinnacle Bancorp, Inc.
Mcdonald Partners Llc
Ford Financial Group, LLC
Rather & Kittrell, Inc.
Geneos Wealth Management Inc.
Wealth Alliance Advisory Group, LLC
Stephenson National Bank & Trust
Lido Advisors, LLC
RPG Investment Advisory, LLC
Hartland & Co., LLC
Arkadios Wealth Advisors
Zuckerman Investment Group, LLC
Paragon Capital Management Ltd
Amplius Wealth Advisors, LLC
Gladstone Institutional Advisory LLC
Transcend Wealth Collective, Llc
Chilton Capital Management Llc
Proequities, Inc.
FNY Investment Advisers, LLC
Bank of New York Mellon Corp
Atlas Private Wealth Advisors
Baird Financial Group, Inc.
Huntington National Bank
Claraphi Advisory Network, LLC
Liberty Wealth Management Llc
Confluence Wealth Services, Inc.
Sigma Planning Corp
Citigroup Inc
Massmutual Trust Co Fsb/adv
CoreCap Advisors, LLC
Arete Wealth Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
First Personal Financial Services
Comprehensive Financial Consultants Institutional, Inc.
Widmann Financial Services, Inc.

Recent Quarter 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	155,105	13.11	154,429	17.53
Domani Wealth, LLC	129,550	13.11	129,550	17.53
Lake Street Financial Llc	75,800	13.11	83,475	17.53
David J Yvars Group	42,455	13.28	42,033	17.56
Private Advisor Group, LLC	37,979	13.11	34,014	17.52
Raymond James Trust N.a.	37,185	13.10	37,185	17.53
Brookstone Capital Management	21,831	13.93	22,728	16.68
Sage Capital Advisors,llc	10,232	13.10	10,018	16.87
Allworth Financial LP	3,958	13.14	3,958	17.43
Wolff Wiese Magana Llc	2,900	13.10	2,900	17.59
Global Retirement Partners, LLC	2,274	13.19	2,274	14.07
Dividend Asset Capital, Llc	1,583	13.27	1,583	17.69
AdvisorNet Financial, Inc	1,100	12.73	1,100	17.27
SOA Wealth Advisors, LLC.	272	11.03	266	15.04

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	3,965	37,979	13.11	34,014	17.52	11.66
Cambridge Investment Research Advisors, Inc.	676	155,105	13.11	154,429	17.53	0.44
David J Yvars Group	422	42,455	13.28	42,033	17.56	1.00
Sage Capital Advisors,llc	214	10,232	13.10	10,018	16.87	2.14
SOA Wealth Advisors, LLC.	6	272	11.03	266	15.04	2.26

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Lake Street Financial Llc	7,675	75,800	13.11	83,475	17.53	-9.19
Brookstone Capital Management	897	21,831	13.93	22,728	16.68	-3.95

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
Westside Investment Management, Inc.	3,234

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	9,226	17.56
Sargent Bickham Lagudis LLC	5,380	17.47

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	155,105	13.11	154,429	17.53
Domani Wealth, LLC	129,550	13.11	129,550	17.53
Lake Street Financial Llc	75,800	13.11	83,475	17.53
David J Yvars Group	42,455	13.28	42,033	17.56
Private Advisor Group, LLC	37,979	13.11	34,014	17.52
Raymond James Trust N.a.	37,185	13.10	37,185	17.53
Brookstone Capital Management	21,831	13.93	22,728	16.68
Allworth Financial LP	3,958	13.14	3,958	17.43
Wolff Wiese Magana Llc	2,900	13.10	2,900	17.59
Global Retirement Partners, LLC	2,274	13.19	2,274	14.07
Dividend Asset Capital, Llc	1,583	13.27	1,583	17.69
SOA Wealth Advisors, LLC.	272	11.03	266	15.04

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	3,965	37,979	13.11	34,014	17.52	11.66
Cambridge Investment Research Advisors, Inc.	676	155,105	13.11	154,429	17.53	0.44
David J Yvars Group	422	42,455	13.28	42,033	17.56	1.00
SOA Wealth Advisors, LLC.	6	272	11.03	266	15.04	2.26

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Lake Street Financial Llc	7,675	75,800	13.11	83,475	17.53	-9.19
Brookstone Capital Management	897	21,831	13.93	22,728	16.68	-3.95

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