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	86	25.00	26.03	25.54
Previous Quarter	90	432.00	26.04	34.82

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	27	6	0	1	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	1	5	0	1	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
Raymond James & Associates	546,806	26.04
Oxbow Advisors, LLC	264,282	26.04
LPL Financial LLC	216,411	26.04
Raymond James Financial Services Advisors, Inc.	176,802	26.04
PCEF - Invesco CEF Income Composite ETF	174,249	25.86
Invesco Ltd.	154,842	26.04
Cohen & Steers, Inc.	117,400	26.04
Private Advisor Group, LLC	111,049	21.49
1776 Wealth LLC	109,202	26.04
Morgan Stanley	84,404	26.04
CoreCap Advisors, LLC	56,579	26.03
Cambridge Investment Research Advisors, Inc.	55,743	21.49
Commonwealth Equity Services, Llc	47,925	26.02
Advisor Group Holdings, Inc.	45,833	26.05
Atria Wealth Solutions, Inc.	45,724	26.05
Stifel Financial Corp	44,027	26.03
Mathes Company, Inc.	42,350	26.04
Wells Fargo & Company/mn	36,445	26.04
Ameriprise Financial Inc	34,374	26.04
Cary Street Partner Investment Advisory Llc	33,391	26.05

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
Raymond James & Associates	546,806	26.04
Oxbow Advisors, LLC	264,282	26.04
LPL Financial LLC	216,411	26.04
Raymond James Financial Services Advisors, Inc.	176,802	26.04
PCEF - Invesco CEF Income Composite ETF	174,249	25.86
Invesco Ltd.	154,842	26.04
Cohen & Steers, Inc.	117,400	26.04
1776 Wealth LLC	109,202	26.04
Private Advisor Group, LLC	91,542	26.04
Morgan Stanley	84,404	26.04
CoreCap Advisors, LLC	56,579	26.03
Cambridge Investment Research Advisors, Inc.	56,348	26.03
Commonwealth Equity Services, Llc	47,925	26.02
Advisor Group Holdings, Inc.	45,833	26.05
Atria Wealth Solutions, Inc.	45,724	26.05
Stifel Financial Corp	44,027	26.03
Mathes Company, Inc.	42,350	26.04
Wells Fargo & Company/mn	36,445	26.04
Ameriprise Financial Inc	34,374	26.04
Cary Street Partner Investment Advisory Llc	33,391	26.05

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Financial Management Professionals, Inc.	869	21.86

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	8,465	28.82
Herold Advisors, Inc.	1,000	26040.00
BLB&B Advisors, LLC
American National Bank
Trustcore Financial Services, Llc
CX Institutional
Jefferies Group LLC
All Season Financial Advisors, Inc.
Creative Planning
Advisory Services Network, LLC
Emfo, Llc
D'Orazio & Associates, Inc.
Citigroup Inc
GWM Advisors LLC
James Reed Financial Services, Inc.
Gill Capital Partners, Llc
Total Clarity Wealth Management, Inc.
Harbour Investments, Inc.
AdvisorNet Financial, Inc
Proequities, Inc.
Arkadios Wealth Advisors
Wolverine Asset Management Llc
Walled Lake Planning & Wealth Management, Llc
Fmr Llc
Snowden Capital Advisors LLC
FNY Investment Advisers, LLC
Huntington National Bank

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	111,049	21.49	91,542	26.04
Cambridge Investment Research Advisors, Inc.	55,743	21.49	56,348	26.03
Covington Capital Management	18,400	21.47	20,400	26.03
Raymond James Trust N.a.	12,478	21.48	12,478	26.05
Webster Bank, N. A.	377	21.22	377	26.53
Sound Income Strategies, LLC	236	21.19	236	25.42

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	19,507	111,049	21.49	91,542	26.04	21.31

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Covington Capital Management	2,000	18,400	21.47	20,400	26.03	-9.80
Cambridge Investment Research Advisors, Inc.	605	55,743	21.49	56,348	26.03	-1.07

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
Financial Management Professionals, Inc.	869	21.86

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	1,000	26040.00

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	111,049	21.49	91,542	26.04
Cambridge Investment Research Advisors, Inc.	55,743	21.49	56,348	26.03
Raymond James Trust N.a.	12,478	21.48	12,478	26.05
Webster Bank, N. A.	377	21.22	377	26.53
Sound Income Strategies, LLC	236	21.19	236	25.42

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	19,507	111,049	21.49	91,542	26.04	21.31

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	605	55,743	21.49	56,348	26.03	-1.07

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