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	53	51.00	51.75	51.50
Previous Quarter	54	50.00	51.77	51.33

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	14	0	1	1	0
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	2	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	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
Invesco Ltd.	607,000	51.78
Invesco Ltd.	454,300
Texas Yale Capital Corp.	238,800	51.78
Equitable Holdings, Inc.	165,950	51.78
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA	146,790	51.78
Cambria Investment Management, L.P.	107,816	51.77
GMOM - Cambria Global Momentum ETF	98,072	49.94
Susquehanna International Group, Llp	67,495	51.78
Jane Street Group, Llc	62,326	51.78
Envestnet Asset Management Inc	35,758	51.79
Foundations Investment Advisors, LLC	34,278	44.81
Flow Traders U.s. Llc	27,859	51.80
UBS Group AG	25,985	51.80
TRTY - Cambria Trinity ETF	22,230	49.93
LPL Financial LLC	15,930	51.79
Avantax Advisory Services, Inc.	15,136	51.73
Wells Fargo & Company/mn	14,660	51.77
Prudential Plc	13,120	51.75
TNMAX - 1290 Multi-Alternative Strategies Fund Class A	12,570	49.96
Morgan Stanley	10,542	51.79

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
Invesco Ltd.	607,000	51.78
Texas Yale Capital Corp.	238,800	51.78
Equitable Holdings, Inc.	165,950	51.78
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA	146,790	51.78
Cambria Investment Management, L.P.	107,816	51.77
Susquehanna International Group, Llp	67,495	51.78
Jane Street Group, Llc	62,326	51.78
Envestnet Asset Management Inc	35,758	51.79
Flow Traders U.s. Llc	27,859	51.80
UBS Group AG	25,985	51.80
LPL Financial LLC	15,930	51.79
Avantax Advisory Services, Inc.	15,136	51.73
Wells Fargo & Company/mn	14,660	51.77
McMahon Financial Advisors, LLC	13,417	1.19
Prudential Plc	13,120	51.75
TNMAX - 1290 Multi-Alternative Strategies Fund Class A	11,640	47.85
Morgan Stanley	10,542	51.79
Stephens Inc /ar/	7,982	51.74
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB	6,590	51.75
Royal Bank Of Canada	5,630	51.87

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
GMOM - Cambria Global Momentum ETF	98,072	49.94
Foundations Investment Advisors, LLC	34,278	44.81
TRTY - Cambria Trinity ETF	22,230	49.93

Recent Quarter 14 Institutes closed out their positions

Name	Shares	PPS
McMahon Financial Advisors, LLC	13,417	1.19
PFG Advisors	4,269	51.77
Cambridge Investment Research Advisors, Inc.	4,029	51.87
Flagship Private Wealth, LLC
Global Retirement Partners, LLC
Proequities, Inc.
Engrave Wealth Partners LLC
Delos Wealth Advisors, LLC
Quantitative Advantage, LLC
Firestone Capital Management
Deutsche Bank Ag\
Mml Investors Services, Llc
D.B. Root & Company, LLC
Citigroup Inc

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
TNMAX - 1290 Multi-Alternative Strategies Fund Class A	12,570	49.96	11,640	47.85

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
TNMAX - 1290 Multi-Alternative Strategies Fund Class A	930	12,570	49.96	11,640	47.85	7.99

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 2 Institutes closed out their positions

Name	Shares	PPS
PFG Advisors	4,269	51.77
Cambridge Investment Research Advisors, Inc.	4,029	51.87

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