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	109	7.00	7.07	7.03
Previous Quarter	111	7.00	7.07	7.10

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	24	7	0	4	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	2	0	3	0	2	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
FIRST TRUST PORTFOLIOS LP	5,156,777
Hennion & Walsh Asset Management, Inc.	2,605,200	7.07
Guggenheim Capital Llc	734,074	7.07
UBS Group AG	484,402	7.07
Advisor Group Holdings, Inc.	371,657	7.07
Morgan Stanley	366,494	7.07
Rivernorth Capital Management, Llc	329,367	7.07
RiverNorth Flexible Municipal Income Fund II, Inc.	329,367	7.07
LPL Financial LLC	307,014	7.07
Sit Investment Associates Inc	305,241	7.07
Ameriprise Financial Inc	284,092	7.07
Van Eck Associates Corp	264,180	7.07
XMPT - VanEck Vectors CEF Municipal Income ETF	246,964	6.66
Capital Investment Advisors, LLC	199,505	6.22
Raymond James & Associates	198,451	7.07
Invesco Ltd.	180,775	7.07
Robinson Capital Management, Llc	179,522	7.03
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	179,522	7.07
Baird Financial Group, Inc.	166,550	7.07
Envestnet Asset Management Inc	142,513	7.07

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
Hennion & Walsh Asset Management, Inc.	2,605,200	7.07
Guggenheim Capital Llc	734,074	7.07
UBS Group AG	484,402	7.07
Advisor Group Holdings, Inc.	371,657	7.07
Morgan Stanley	366,494	7.07
Rivernorth Capital Management, Llc	329,367	7.07
RiverNorth Flexible Municipal Income Fund II, Inc.	329,367	7.07
LPL Financial LLC	307,014	7.07
Sit Investment Associates Inc	305,241	7.07
Ameriprise Financial Inc	284,092	7.07
Van Eck Associates Corp	264,180	7.07
XMPT - VanEck Vectors CEF Municipal Income ETF	246,323	7.47
Raymond James & Associates	198,451	7.07
Capital Investment Advisors, LLC	193,605	7.07
Invesco Ltd.	180,775	7.07
Robinson Capital Management, Llc	179,522	7.03
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	179,522	7.07
Baird Financial Group, Inc.	166,550	7.07
Envestnet Asset Management Inc	142,513	7.07
Park Avenue Securities Llc	138,641	7.07

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	5,156,777
ACG Wealth	2,600	6.15
Mascoma Wealth Management LLC	565	7.08

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	28,913	15.81
Fifth Third Bancorp
Advisory Services Network, LLC
Panagora Asset Management Inc
Ackerman Capital Advisors, LLC
Proequities, Inc.
Kestra Advisory Services, LLC
Susquehanna International Group, Llp
6 Meridian
Creative Planning
WASHINGTON TRUST Co
Cambridge Trust Co
Greenleaf Trust
Jane Street Group, Llc
Chicago Partners Investment Group LLC
Centerpoint Advisors, LLC
Telemus Capital, Llc
Wolverine Asset Management Llc
Tower View Investment Management & Research LLC
Citadel Advisors Llc
Virtu Financial LLC
Essex Financial Services, Inc.
Tower Research Capital LLC (TRC)
CoreCap Advisors, LLC

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF	246,964	6.66	246,323	7.47
Capital Investment Advisors, LLC	199,505	6.22	193,605	7.07
Capital Market Strategies LLC	56,335	6.21	57,275	7.07
Private Asset Management Inc	37,000	6.22	37,000	7.08
Worth Asset Management, LLC	25,429	6.21	41,496	6.39
Cambridge Investment Research Advisors, Inc.	25,143	6.20	14,906	7.04
Brookstone Capital Management	12,077	6.46	10,546	6.92

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
Cambridge Investment Research Advisors, Inc.	10,237	25,143	6.20	14,906	7.04	68.68
Capital Investment Advisors, LLC	5,900	199,505	6.22	193,605	7.07	3.05
Brookstone Capital Management	1,531	12,077	6.46	10,546	6.92	14.52
XMPT - VanEck Vectors CEF Municipal Income ETF	641	246,964	6.66	246,323	7.47	0.26

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Worth Asset Management, LLC	16,067	25,429	6.21	41,496	6.39	-38.72
Capital Market Strategies LLC	940	56,335	6.21	57,275	7.07	-1.64

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 2 New Institutes added position

Name	Shares	PPS
ACG Wealth	2,600	6.15
Mascoma Wealth Management LLC	565	7.08

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Capital Market Strategies LLC	56,335	6.21	57,275	7.07
Cambridge Investment Research Advisors, Inc.	25,143	6.20	14,906	7.04
Brookstone Capital Management	12,077	6.46	10,546	6.92

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	10,237	25,143	6.20	14,906	7.04	68.68
Brookstone Capital Management	1,531	12,077	6.46	10,546	6.92	14.52

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Capital Market Strategies LLC	940	56,335	6.21	57,275	7.07	-1.64

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