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	138	10.00	10.42	10.40
Previous Quarter	144	10.00	10.42	10.45

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	39	7	0	3	1
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	0	3	0	1	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
Morgan Stanley	4,277,355	10.42
MORGAN STANLEY	4,103,989
FIRST TRUST PORTFOLIOS LP	2,607,984
Guggenheim Capital Llc	1,085,218	10.42
Invesco Ltd.	684,857	10.42
Oak Hill Advisors Lp	647,742	10.42
Bramshill Investments, LLC	555,611	10.42
GIOAX - Guggenheim Macro Opportunities Fund A-Class	482,834	10.42
PCEF - Invesco CEF Income Composite ETF	461,392	10.60
Advisors Asset Management, Inc.	442,592	10.42
Elevated Capital Advisors, LLC	416,066	10.42
Bank Of America Corp /de/	401,355	10.42
Parametric Portfolio Associates Llc	353,817	10.42
KFA Private Wealth Group, LLC	286,882	10.42
LPL Financial LLC	280,209	10.42
UBS Group AG	245,608	10.42
Matrix Private Capital Group Llc	189,837	10.42
Shaker Financial Services, LLC	174,334	10.42
Guggenheim Active Allocation Fund	169,662	10.60
Ameriprise Financial Inc	156,342	10.42

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
Morgan Stanley	4,277,355	10.42
Guggenheim Capital Llc	1,085,218	10.42
Invesco Ltd.	684,857	10.42
Oak Hill Advisors Lp	647,742	10.42
Bramshill Investments, LLC	555,611	10.42
GIOAX - Guggenheim Macro Opportunities Fund A-Class	482,834	10.42
PCEF - Invesco CEF Income Composite ETF	461,392	10.60
Advisors Asset Management, Inc.	442,592	10.42
Elevated Capital Advisors, LLC	416,066	10.42
Bank Of America Corp /de/	401,355	10.42
Parametric Portfolio Associates Llc	353,817	10.42
KFA Private Wealth Group, LLC	286,882	10.42
LPL Financial LLC	280,209	10.42
UBS Group AG	245,608	10.42
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	211,203	11.54
Matrix Private Capital Group Llc	189,837	10.42
Shaker Financial Services, LLC	174,334	10.42
Guggenheim Active Allocation Fund	169,662	10.60
Ameriprise Financial Inc	156,342	10.42
Advisor Group Holdings, Inc.	137,854	10.42

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	4,103,989
FIRST TRUST PORTFOLIOS LP	2,607,984
Marquette Asset Management, LLC	527	9.49

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	211,203	11.54
Mid Atlantic Financial Management Inc/adv	47,668	11.54
Advocacy Wealth Management Services, LLC	333	9.01
Foresight Wealth Management, LLC
Advisory Services Network, LLC
Advisor Resource Council
Newbridge Financial Services Group, Inc.
Stolper Co
Anfield Capital Management, LLC
Envestnet Asset Management Inc
Signaturefd, Llc
Jane Street Group, Llc
Eaton Vance Management
International Assets Investment Management, Llc
Ford Financial Group, LLC
CVY - Invesco Zacks Multi-Asset Income ETF
Integrated Capital Management, Inc.
AEGON USA Investment Management, LLC
Millennium Management Llc
Confluence Wealth Services, Inc.
Jacobi Capital Management LLC
Hrt Financial Lp
CoreCap Advisors, LLC
Tower Research Capital LLC (TRC)
Arete Wealth Advisors, LLC
Mjp Associates Inc /adv
RPG Investment Advisory, LLC
WASHINGTON TRUST Co
Mariner Investment Group Llc
Sit Investment Associates Inc
Gradient Investments LLC
YYY - Amplify High Income ETF
Penserra Capital Management LLC
FNY Investment Advisers, LLC
Johnson Bixby & Associates, LLC
Lazard Asset Management Llc
Family Management Corp
Park Avenue Securities Llc
Proequities, Inc.

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Foundations Investment Advisors, LLC	105,683	9.15	35,444	10.07
Capital Investment Advisors, LLC	76,882	9.14	78,891	10.42
Cambridge Investment Research Advisors, Inc.	55,882	9.14	55,733	10.42
VPC - Virtus Private Credit Strategy ETF	50,618	10.13	46,218	11.14
Allworth Financial LP	11,820	9.14	11,820	10.41
Sugarloaf Wealth Management, LLC	955	9.42	955	10.47
AdvisorNet Financial, Inc	550	9.09	550	10.91

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Foundations Investment Advisors, LLC	70,239	105,683	9.15	35,444	10.07	198.17
VPC - Virtus Private Credit Strategy ETF	4,400	50,618	10.13	46,218	11.14	9.52
Cambridge Investment Research Advisors, Inc.	149	55,882	9.14	55,733	10.42	0.27

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Capital Investment Advisors, LLC	2,009	76,882	9.14	78,891	10.42	-2.55

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
Marquette Asset Management, LLC	527	9.49

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
Cambridge Investment Research Advisors, Inc.	55,882	9.14	55,733	10.42
Allworth Financial LP	11,820	9.14	11,820	10.41
Sugarloaf Wealth Management, LLC	955	9.42	955	10.47

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
Cambridge Investment Research Advisors, Inc.	149	55,882	9.14	55,733	10.42	0.27

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