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	65	4.00	4.39	4.31
Previous Quarter	64	4.00	4.39	4.40

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	6	12	5	0	0	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	2	0	3	0	0	1
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	4,757,847
UBS Group AG	776,821	4.39
Horizon Kinetics Asset Management Llc	479,295	4.39
Rivernorth Capital Management, Llc	366,072	4.39
Robinson Capital Management, Llc	299,921	4.35
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	299,921	4.39
Bank Of America Corp /de/	294,295	4.39
Cambridge Investment Research Advisors, Inc.	282,673	3.76
Invesco Ltd.	268,813	4.39
Wells Fargo & Company/mn	206,248	4.39
Parametric Portfolio Associates Llc	200,588	4.39
Morgan Stanley	192,454	4.39
Van Eck Associates Corp	189,900	4.39
RiverNorth Managed Duration Municipal Income Fund, Inc.	179,006	4.39
XMPT - VanEck Vectors CEF Municipal Income ETF	177,530	3.96
Rivernorth Opportunities Fund, Inc.	165,459	3.96
Advisor Group Holdings, Inc.	134,525	4.39
Sanders Morris Harris Llc	116,251	3.83
Bulldog Investors, LLP	105,681	4.39
Truist Financial Corp	89,086	4.39

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
UBS Group AG	776,821	4.39
Horizon Kinetics Asset Management Llc	479,295	4.39
Rivernorth Capital Management, Llc	366,072	4.39
Cambridge Investment Research Advisors, Inc.	348,873	4.39
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	299,921	4.39
Robinson Capital Management, Llc	299,921	4.35
Bank Of America Corp /de/	294,295	4.39
Invesco Ltd.	268,813	4.39
Wells Fargo & Company/mn	206,248	4.39
Parametric Portfolio Associates Llc	200,588	4.39
Morgan Stanley	192,454	4.39
Van Eck Associates Corp	189,900	4.39
XMPT - VanEck Vectors CEF Municipal Income ETF	181,943	4.64
RiverNorth Managed Duration Municipal Income Fund, Inc.	179,006	4.39
Advisor Group Holdings, Inc.	134,525	4.39
Sanders Morris Harris Llc	116,251	4.39
Bulldog Investors, LLP	105,681	4.39
Truist Financial Corp	89,086	4.39
Special Opportunities Fund, Inc.	58,602	4.39
Logan Stone Capital, LLC	46,086	4.38

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	4,757,847
Rivernorth Opportunities Fund, Inc.	165,459	3.96
Mascoma Wealth Management LLC	2,517	3.58
JPMorgan Chase Bank, N.A.	975
Parkside Financial Bank & Trust	393	2.54
CITIGROUP INC	0

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
Worth Asset Management, LLC	29,642	3.95
Parallel Advisors, LLC	6,200	5.32
Newbridge Financial Services Group, Inc.
Hennion & Walsh Asset Management, Inc.
Thomas J. Herzfeld Advisors, Inc.
Millennium Management Llc
Wedbush Securities Inc
Citadel Advisors Llc
Kestra Advisory Services, LLC
Gradient Investments LLC
Wolverine Asset Management Llc
Proequities, Inc.

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	282,673	3.76	348,873	4.39
XMPT - VanEck Vectors CEF Municipal Income ETF	177,530	3.96	181,943	4.64
Sanders Morris Harris Llc	116,251	3.83	116,251	4.39
Capital Investment Advisors, LLC	39,850	3.76	39,850	4.39
Raymond James Trust N.a.	11,020	3.72	11,020	4.36

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

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

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	66,200	282,673	3.76	348,873	4.39	-18.98
XMPT - VanEck Vectors CEF Municipal Income ETF	4,413	177,530	3.96	181,943	4.64	-2.43

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 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 2 New Institutes added position

Name	Shares	PPS
Mascoma Wealth Management LLC	2,517	3.58
Parkside Financial Bank & Trust	393	2.54

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	282,673	3.76	348,873	4.39
Sanders Morris Harris Llc	116,251	3.83	116,251	4.39
Raymond James Trust N.a.	11,020	3.72	11,020	4.36

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 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	66,200	282,673	3.76	348,873	4.39	-18.98

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