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	120	167.00	17.32	26.33
Previous Quarter	126	167.00	17.32	26.36

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	3	28	0	15	6	5
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	1	0	7	4	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
Wells Fargo & Company/mn	3,307,529	17.32
GWM Advisors LLC	741,658	17.32
Prudential Plc	561,372	17.68
First National Corp /ma/ /adv	549,694	18.24
Advisor Group Holdings, Inc.	427,095	17.27
NewSquare Capital LLC	418,462	17.32
E Fund Management Co., Ltd.	340,000	17.32
Dorsey Wright & Associates	257,216	18.24
LPL Financial LLC	256,240	17.32
Mirae Asset Global Investments Co., Ltd.	228,500	17.32
Envestnet Asset Management Inc	228,318	17.32
Citadel Advisors Llc	221,000	17.32
Empowered Funds, LLC	199,473	17.32
Asset Management One Co., Ltd.	190,500	17.32
Ameriprise Financial Inc	169,105	17.33
IMC-Chicago, LLC	163,107	17.32
Genesee Capital Advisors, LLC	159,543	18.24
Concentrum Wealth Management	148,744	17.32
Susquehanna International Group, Llp	147,511	17.32
Advisory Services Network, LLC	145,158	17.32

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
Wells Fargo & Company/mn	3,307,529	17.32
GWM Advisors LLC	741,658	17.32
Prudential Plc	561,372	17.68
First National Corp /ma/ /adv	528,301	17.32
Advisor Group Holdings, Inc.	427,095	17.27
NewSquare Capital LLC	418,462	17.32
E Fund Management Co., Ltd.	340,000	17.32
LPL Financial LLC	256,240	17.32
Dorsey Wright & Associates	237,000	17.32
Mirae Asset Global Investments Co., Ltd.	228,500	17.32
Envestnet Asset Management Inc	228,318	17.32
Citadel Advisors Llc	221,000	17.32
Empowered Funds, LLC	199,473	17.32
Asset Management One Co., Ltd.	190,500	17.32
Ameriprise Financial Inc	169,105	17.33
IMC-Chicago, LLC	163,107	17.32
Concentrum Wealth Management	148,744	17.32
Susquehanna International Group, Llp	147,511	17.32
Advisory Services Network, LLC	145,158	17.32
Royal Bank Of Canada	127,649	17.32

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Foundations Investment Advisors, LLC	10,893	16.62
ACG Wealth	1,143	18.37
Urban Wealth Management, LLC	40	25.00

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
CPI - IQ Real Return ETF	60,810	15.11
Tradewinds Capital Management, LLC	9,914	17.35
Cutler Group LP	4,500	1.33
Wealth Quarterback LLC	700
IFP Advisors, Inc	87	11.49
Old Mission Capital Llc
Confluence Wealth Services, Inc.
Deutsche Bank Ag\
Citigroup Inc
Bft Financial Group, Llc
First Manhattan Co
Bank Of America Corp /de/
First Command Advisory Services, Inc.
Capital Wealth Planning, LLC
Ironwood Financial, llc
PSI Advisors, LLC
Fifth Third Securities, Inc.
Hrt Financial Lp
Us Bancorp \de\
Flow Traders U.s. Llc
Arkadios Wealth Advisors
People's United Financial, Inc.
Two Sigma Securities, Llc
IndexIQ Advisors LLC
Robertson Stephens Wealth Management, LLC
Avantax Advisory Services, Inc.
Independent Advisor Alliance
Baron Financial Group, LLC

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 15 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
First National Corp /ma/ /adv	549,694	18.24	528,301	17.32
Dorsey Wright & Associates	257,216	18.24	237,000	17.32
Genesee Capital Advisors, LLC	159,543	18.24	25,583	17.32
Commonwealth Equity Services, Llc	130,418	18.23	113,422	17.32
Private Advisor Group, LLC	99,822	18.24	43,084	17.34
Cambridge Investment Research Advisors, Inc.	76,761	18.24	95,459	17.32
New Century Advisors, LLC	57,550	18.23	26,800	17.31
Brown Miller Wealth Management, LLC	32,402	18.24	32,402	17.31
DWAT - Arrow DWA Tactical ETF	25,460	17.79	25,460	15.12
PFG Advisors	20,688	18.22	26,761	17.34
EWG Elevate Inc.	15,879	18.26	15,879	17.32
Murphy Capital Management Inc	10,700	18.22	11,000	17.27
Geneos Wealth Management Inc.	1,145	18.34	1,145	16.59
Spire Wealth Management	86	23.26	144	13.89
Newbridge Financial Services Group, Inc.	52	19.23	562	17.79

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Genesee Capital Advisors, LLC	133,960	159,543	18.24	25,583	17.32	523.63
Private Advisor Group, LLC	56,738	99,822	18.24	43,084	17.34	131.69
New Century Advisors, LLC	30,750	57,550	18.23	26,800	17.31	114.74
First National Corp /ma/ /adv	21,393	549,694	18.24	528,301	17.32	4.05
Dorsey Wright & Associates	20,216	257,216	18.24	237,000	17.32	8.53
Commonwealth Equity Services, Llc	16,996	130,418	18.23	113,422	17.32	14.98

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	18,698	76,761	18.24	95,459	17.32	-19.59
PFG Advisors	6,073	20,688	18.22	26,761	17.34	-22.69
Newbridge Financial Services Group, Inc.	510	52	19.23	562	17.79	-90.75
Murphy Capital Management Inc	300	10,700	18.22	11,000	17.27	-2.73
Spire Wealth Management	58	86	23.26	144	13.89	-40.28

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
Urban Wealth Management, LLC	40	25.00

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Tradewinds Capital Management, LLC	9,914	17.35

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
First National Corp /ma/ /adv	549,694	18.24	528,301	17.32
Dorsey Wright & Associates	257,216	18.24	237,000	17.32
Genesee Capital Advisors, LLC	159,543	18.24	25,583	17.32
Commonwealth Equity Services, Llc	130,418	18.23	113,422	17.32
Brown Miller Wealth Management, LLC	32,402	18.24	32,402	17.31
Geneos Wealth Management Inc.	1,145	18.34	1,145	16.59
Spire Wealth Management	86	23.26	144	13.89

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Genesee Capital Advisors, LLC	133,960	159,543	18.24	25,583	17.32	523.63
First National Corp /ma/ /adv	21,393	549,694	18.24	528,301	17.32	4.05
Dorsey Wright & Associates	20,216	257,216	18.24	237,000	17.32	8.53
Commonwealth Equity Services, Llc	16,996	130,418	18.23	113,422	17.32	14.98

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	58	86	23.26	144	13.89	-40.28

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