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	111	18.00	18.93	18.48
Previous Quarter	107	18.00	18.94	18.65

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	5	9	16	0	4	3
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	2	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	52,770	0.41	18.95	804,971	6.30	18.94
Previous Quarter	52,770	0.41	18.95	804,971	6.30	18.94

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
Wynnefield Capital Inc	3,924,879	18.94
Parker Zachary	895,059
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	701,270
JohnBull Kathryn M.	655,500
Punch & Associates Investment Management, Inc.	635,083	18.94
Cove Street Capital, LLC	554,577	18.94
Cove Street Capital, LLC	547,317
Vanguard Group Inc	403,304	18.94
Renaissance Technologies Llc	306,364	18.94
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	270,475	18.94
Perritt Capital Management Inc	252,350	18.94
PRCGX - Perritt MicroCap Opportunities Fund Investor Class	165,000	15.10
Minerva Advisors LLC	152,178	18.79
Bridgeway Capital Management Inc	146,100	18.94
Dimensional Fund Advisors Lp	135,074	18.95
Walthausen & Co., LLC	131,520	18.94
Cerity Partners LLC	128,314	0.02
Ancora Advisors, LLC	126,859	18.94
VEXMX - Vanguard Extended Market Index Fund Investor Shares	125,424	18.94
Hillsdale Investment Management Inc.	112,114	18.95

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
Wynnefield Capital Inc	3,924,879	18.94
Punch & Associates Investment Management, Inc.	635,083	18.94
Cove Street Capital, LLC	554,577	18.94
Vanguard Group Inc	403,304	18.94
Renaissance Technologies Llc	306,364	18.94
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	270,475	18.94
Perritt Capital Management Inc	252,350	18.94
PRCGX - Perritt MicroCap Opportunities Fund Investor Class	177,729	18.76
Minerva Advisors LLC	152,178	18.79
Bridgeway Capital Management Inc	146,100	18.94
Dimensional Fund Advisors Lp	135,074	18.95
Walthausen & Co., LLC	131,520	18.94
Cerity Partners LLC	128,314	0.02
Ancora Advisors, LLC	126,859	18.94
VEXMX - Vanguard Extended Market Index Fund Investor Shares	125,424	18.94
Hillsdale Investment Management Inc.	112,114	18.95
Acadian Asset Management Llc	101,720	18.91
Albert D Mason Inc	97,353	18.94
Geode Capital Management, Llc	91,160	18.93
Globeflex Capital L P	83,715	18.95

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
Parker Zachary	895,059
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	701,270
JohnBull Kathryn M.	655,500
DFSTX - U.s. Small Cap Portfolio - Institutional Class	17,598	15.12
NWHDX - Nationwide Bailard Cognitive Value Fund Class A	15,500	15.10

Recent Quarter 9 Institutes closed out their positions

Name	Shares	PPS
Simplex Trading, Llc	2,300	18.70
Hancock Whitney Corp
Bingham Osborn & Scarborough Llc
Confluence Wealth Services, Inc.
Jpmorgan Chase & Co
Essex Investment Management Co Llc
Deutsche Bank Ag\
Russell Investments Group, Ltd.
Raymond James & Associates

Recent Quarter 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PRCGX - Perritt MicroCap Opportunities Fund Investor Class	165,000	15.10	177,729	18.76
Albert D Mason Inc	95,734	15.24	97,353	18.94
PREOX - Perritt Ultra MicroCap Fund Investor Class	37,000	15.11	44,473	18.75
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	24,977	15.09	24,977	18.78
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	19,090	15.09	19,090	18.75
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	17,566	15.09	17,566	18.79
Ritholtz Wealth Management	11,265	15.27	10,654	18.96
DFAT - Dimensional U.S. Targeted Value ETF	6,519	15.03	559	17.89
SWTSX - Schwab Total Stock Market Index Fund	3,968	15.12	3,968	18.65
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	3,701	15.13	3,701	18.64
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	2,077	14.93	1,212	18.98
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	2,063	15.03	1,525	19.02
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	1,775	15.21	1,775	18.59
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class	1,421	14.78	1,421	19.00
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	1,100	15.45	1,100	19.09
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	1,100	15.45	1,100	19.09

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFAT - Dimensional U.S. Targeted Value ETF	5,960	6,519	15.03	559	17.89	1066.19
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	865	2,077	14.93	1,212	18.98	71.37
Ritholtz Wealth Management	611	11,265	15.27	10,654	18.96	5.73
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	538	2,063	15.03	1,525	19.02	35.28

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
PRCGX - Perritt MicroCap Opportunities Fund Investor Class	12,729	165,000	15.10	177,729	18.76	-7.16
PREOX - Perritt Ultra MicroCap Fund Investor Class	7,473	37,000	15.11	44,473	18.75	-16.80
Albert D Mason Inc	1,619	95,734	15.24	97,353	18.94	-1.66

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0

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 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Albert D Mason Inc	95,734	15.24	97,353	18.94
Ritholtz Wealth Management	11,265	15.27	10,654	18.96

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
Ritholtz Wealth Management	611	11,265	15.27	10,654	18.96	5.73

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Albert D Mason Inc	1,619	95,734	15.24	97,353	18.94	-1.66

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