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	200	24.00	24.38	23.80
Previous Quarter	206	25.00	24.40	23.94

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	13	33	0	9	7
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	2	0	0	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	2,149,433	13.73	12.02	1,398,960	8.94	24.40
Previous Quarter	1,059,528	6.77	24.38	1,398,960	8.94	24.40

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
BlackRock Inc.	1,089,905
BlackRock Inc.	1,054,140	24.38
Vanguard Group Inc	706,605	24.38
Dimensional Fund Advisors Lp	419,095	24.38
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	409,413	24.38
IWM - iShares Russell 2000 ETF	357,130	24.38
Citizens & Northern Corp	335,679	24.38
Geode Capital Management, Llc	267,949	24.38
State Street Corp	253,758	24.38
VEXMX - Vanguard Extended Market Index Fund Investor Shares	209,102	24.38
IWN - iShares Russell 2000 Value ETF	166,839	24.38
IVC Wealth Advisors LLC	142,468	24.17
J.w. Cole Advisors, Inc.	142,133	0.04
Renaissance Technologies Llc	135,641	24.38
Northern Trust Corp	132,395	24.38
Bank of New York Mellon Corp	128,119	24.38
Pennsylvania Capital Management Inc /adv	127,799	24.17
FSSNX - Fidelity Small Cap Index Fund	114,430	23.41
Pnc Financial Services Group, Inc.	88,390	24.38
FSMAX - Fidelity Extended Market Index Fund	87,302	24.76

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
BlackRock Inc.	1,054,140	24.38
Vanguard Group Inc	706,605	24.38
Dimensional Fund Advisors Lp	419,095	24.38
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	409,413	24.38
IWM - iShares Russell 2000 ETF	357,130	24.38
Citizens & Northern Corp	335,679	24.38
Geode Capital Management, Llc	267,949	24.38
State Street Corp	253,758	24.38
VEXMX - Vanguard Extended Market Index Fund Investor Shares	209,102	24.38
IWN - iShares Russell 2000 Value ETF	166,839	24.38
IVC Wealth Advisors LLC	142,681	24.38
J.w. Cole Advisors, Inc.	142,133	0.04
Renaissance Technologies Llc	135,641	24.38
Northern Trust Corp	132,395	24.38
Pennsylvania Capital Management Inc /adv	128,497	24.38
Bank of New York Mellon Corp	128,119	24.38
FSSNX - Fidelity Small Cap Index Fund	105,903	25.12
Pnc Financial Services Group, Inc.	88,390	24.38
FSMAX - Fidelity Extended Market Index Fund	87,302	24.76
DFSTX - U.s. Small Cap Portfolio - Institutional Class	84,044	25.12

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
RYLD - Global X Russell 2000 Covered Call ETF	4,476	23.46

Recent Quarter 13 Institutes closed out their positions

Name	Shares	PPS
Kohmann Bosshard Financial Services, LLC	11,015	24.42
Connor, Clark & Lunn Investment Management Ltd.
Susquehanna International Group, Llp
Millennium Management Llc
Abundance Wealth Counselors
First Trust Advisors Lp
Eaton Vance Management
Aquatic Capital Management LLC
Maltese Capital Management Llc
Kathmere Capital Management, LLC
Manufacturers Life Insurance Company, The
Bank Of Montreal /can/
SG Americas Securities, LLC

Recent Quarter 33 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	1,089,905		1,054,140	24.38
IVC Wealth Advisors LLC	142,468	24.17	142,681	24.38
Pennsylvania Capital Management Inc /adv	127,799	24.17	128,497	24.38
FSSNX - Fidelity Small Cap Index Fund	114,430	23.41	105,903	25.12
DFSTX - U.s. Small Cap Portfolio - Institutional Class	84,044	23.40	84,044	25.12
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	73,022	23.40	73,022	25.12
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	68,214	23.41	59,726	25.11
SWSSX - Schwab Small-Cap Index Fund	34,056	23.40	34,056	25.11
DFAT - Dimensional U.S. Targeted Value ETF	33,453	23.41	28,671	25.11
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	25,465	23.40	25,465	25.13
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	19,873	23.40	24,307	25.14
DFAS - Dimensional U.S. Small Cap ETF	14,923	23.39	15,723	25.12
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	13,301	23.38	13,301	25.11
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	9,864	23.42	9,752	25.12
DFAC - Dimensional U.S. Core Equity 2 ETF	9,655	23.41	9,655	25.17
Fulton Bank, N.a.	9,506	24.20	9,506	24.41
SWTSX - Schwab Total Stock Market Index Fund	5,947	23.37	5,947	25.05
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	5,780	23.36	5,780	25.09
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	5,365	23.49	5,365	25.16
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	4,536	23.37	3,717	25.02

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BlackRock Inc.	35,765	1,089,905		1,054,140	24.38	3.39
FSSNX - Fidelity Small Cap Index Fund	8,527	114,430	23.41	105,903	25.12	8.05
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	8,488	68,214	23.41	59,726	25.11	14.21
DFAT - Dimensional U.S. Targeted Value ETF	4,782	33,453	23.41	28,671	25.11	16.68
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	819	4,536	23.37	3,717	25.02	22.03
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	585	3,270	23.55	2,685	24.95	21.79
FLXSX - Fidelity Flex Small Cap Index Fund	231	1,470	23.13	1,239	25.02	18.64
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	150	1,686	23.13	1,536	25.39	9.77
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	112	9,864	23.42	9,752	25.12	1.15

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	4,434	19,873	23.40	24,307	25.14	-18.24
DFAS - Dimensional U.S. Small Cap ETF	800	14,923	23.39	15,723	25.12	-5.09
Pennsylvania Capital Management Inc /adv	698	127,799	24.17	128,497	24.38	-0.54
PJARX - SmallCap Value Fund II R-3	471	902	23.28	1,373	24.76	-34.30
IVC Wealth Advisors LLC	213	142,468	24.17	142,681	24.38	-0.15
UAPIX - Ultrasmall-cap Profund Investor Class	31	316	22.15	347	25.94	-8.93
SLPIX - Small-cap Profund Investor Class	11	11		22	45.45	-50.00

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	0

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 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
IVC Wealth Advisors LLC	142,468	24.17	142,681	24.38
Pennsylvania Capital Management Inc /adv	127,799	24.17	128,497	24.38

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 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Pennsylvania Capital Management Inc /adv	698	127,799	24.17	128,497	24.38	-0.54
IVC Wealth Advisors LLC	213	142,468	24.17	142,681	24.38	-0.15

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