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	96	16.00	16.61	16.57
Previous Quarter	109	16.00	16.61	16.59

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	32	9	0	5	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	0	7	0	4	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
FIRST TRUST PORTFOLIOS LP	2,082,974
UBS Group AG	718,779	16.61
Guggenheim Capital Llc	692,098	16.61
Raymond James Financial Services Advisors, Inc.	684,890	16.61
Morgan Stanley	678,144	16.61
Northwestern Mutual Wealth Management Co	646,035	16.61
Invesco Ltd.	528,518	16.61
Wells Fargo & Company/mn	510,999	16.61
Shaker Financial Services, LLC	486,164	16.61
PCEF - Invesco CEF Income Composite ETF	459,076	16.37
Advisors Asset Management, Inc.	342,490	16.61
Stifel Financial Corp	282,631	16.61
Bank Of America Corp /de/	255,570	16.61
1607 Capital Partners, LLC	249,358	16.61
Raymond James & Associates	242,775	16.61
Royal Bank Of Canada	134,160	16.61
Schnieders Capital Management Llc	114,280	16.61
Private Advisor Group, LLC	101,753	15.28
Ameriprise Financial Inc	99,954	16.62
Advisor Group Holdings, Inc.	91,087	16.99

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	718,779	16.61
Guggenheim Capital Llc	692,098	16.61
Raymond James Financial Services Advisors, Inc.	684,890	16.61
Morgan Stanley	678,144	16.61
Northwestern Mutual Wealth Management Co	646,035	16.61
Invesco Ltd.	528,518	16.61
Wells Fargo & Company/mn	510,999	16.61
Shaker Financial Services, LLC	486,164	16.61
PCEF - Invesco CEF Income Composite ETF	459,076	16.37
Advisors Asset Management, Inc.	342,490	16.61
Stifel Financial Corp	282,631	16.61
Bank Of America Corp /de/	255,570	16.61
1607 Capital Partners, LLC	249,358	16.61
Raymond James & Associates	242,775	16.61
Royal Bank Of Canada	134,160	16.61
Schnieders Capital Management Llc	114,280	16.61
Ameriprise Financial Inc	99,954	16.62
Private Advisor Group, LLC	91,769	16.61
Advisor Group Holdings, Inc.	91,087	16.99
Envestnet Asset Management Inc	88,133	16.61

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	2,082,974

Recent Quarter 32 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	10,000	1.10
Security National Trust Co	1,000	17.00
Future Financial Wealth Managment LLC	564	15.96
Texas Yale Capital Corp.
Advisory Services Network, LLC
Baird Financial Group, Inc.
Sound Income Strategies, LLC
Ionic Capital Management LLC
Walleye Trading LLC
Tsfg, Llc
Pinnacle Bancorp, Inc.
Cnh Partners Llc
Parisi Gray Wealth Management
Eaton Vance Management
Belpointe Asset Management LLC
Chilton Capital Management Llc
Masso Torrence Wealth Management Inc.
Keel Point, LLC
Aviance Capital Partners, LLC
Bessemer Group Inc
Walleye Capital LLC
Mirae Asset Global Investments Co., Ltd.
Lake Point Wealth Management
Oxbow Advisors, LLC
Kowal Investment Group, LLC
Delta Asset Management Llc/tn
Arkadios Wealth Advisors
Proequities, Inc.
Liberty Wealth Management Llc
Cwm, Llc
Rivernorth Capital Management, Llc
Capital Wealth Alliance, LLC

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	101,753	15.28	91,769	16.61
Raymond James Trust N.a.	61,889	15.29	44,000	16.61
Cambridge Investment Research Advisors, Inc.	48,747	15.28	46,301	16.61
Stolper Co	32,808	15.27	32,770	16.60
Bft Financial Group, Llc	23,000	15.26	23,000	16.61
Covington Capital Management	14,554	15.25	14,554	16.63
FNY Investment Advisers, LLC	2,800	15.00	2,800	16.43
American National Bank	1,230	15.45	1,230	16.26
SOA Wealth Advisors, LLC.	953	14.69	938	15.99

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Raymond James Trust N.a.	17,889	61,889	15.29	44,000	16.61	40.66
Private Advisor Group, LLC	9,984	101,753	15.28	91,769	16.61	10.88
Cambridge Investment Research Advisors, Inc.	2,446	48,747	15.28	46,301	16.61	5.28
Stolper Co	38	32,808	15.27	32,770	16.60	0.12
SOA Wealth Advisors, LLC.	15	953	14.69	938	15.99	1.60

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	101,753	15.28	91,769	16.61
Raymond James Trust N.a.	61,889	15.29	44,000	16.61
Cambridge Investment Research Advisors, Inc.	48,747	15.28	46,301	16.61
Bft Financial Group, Llc	23,000	15.26	23,000	16.61
FNY Investment Advisers, LLC	2,800	15.00	2,800	16.43
American National Bank	1,230	15.45	1,230	16.26
SOA Wealth Advisors, LLC.	953	14.69	938	15.99

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Raymond James Trust N.a.	17,889	61,889	15.29	44,000	16.61	40.66
Private Advisor Group, LLC	9,984	101,753	15.28	91,769	16.61	10.88
Cambridge Investment Research Advisors, Inc.	2,446	48,747	15.28	46,301	16.61	5.28
SOA Wealth Advisors, LLC.	15	953	14.69	938	15.99	1.60

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