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	112	8.00	7.90	7.85
Previous Quarter	119	8.00	7.90	7.92

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	2	27	8	0	3	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	0	3	0	2	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
Parametric Portfolio Associates Llc	2,309,356	7.90
Bramshill Investments, LLC	2,023,178	7.90
Cohen & Steers, Inc.	1,593,976	7.90
YYY - Amplify High Income ETF	1,423,732	7.54
Penserra Capital Management LLC	1,404,307	7.90
Sit Investment Associates Inc	1,281,075	7.90
Invesco Ltd.	832,458	7.90
PCEF - Invesco CEF Income Composite ETF	782,978	7.95
Cohen & Steers Closed-end Opportunity Fund, Inc.	729,233	7.90
Morgan Stanley	572,250	7.90
BRMSX - Bramshill Income Performance Fund Institutional Class	530,464	7.90
Thrivent Financial For Lutherans	425,598	7.90
UBS Group AG	356,187	7.90
GraniteShares Advisors LLC	318,976	7.90
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	318,976	7.90
Advisors Asset Management, Inc.	274,558	7.90
FFSAX - Touchstone Flexible Income Fund Class A	243,314	7.90
Shaker Financial Services, LLC	238,962	7.90
Cambridge Investment Research Advisors, Inc.	209,461	6.49
Guggenheim Capital Llc	183,836	7.90

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
Parametric Portfolio Associates Llc	2,309,356	7.90
Bramshill Investments, LLC	2,023,178	7.90
Cohen & Steers, Inc.	1,593,976	7.90
YYY - Amplify High Income ETF	1,437,607	8.23
Penserra Capital Management LLC	1,404,307	7.90
Sit Investment Associates Inc	1,281,075	7.90
Invesco Ltd.	832,458	7.90
PCEF - Invesco CEF Income Composite ETF	782,978	7.95
Cohen & Steers Closed-end Opportunity Fund, Inc.	729,233	7.90
Morgan Stanley	572,250	7.90
BRMSX - Bramshill Income Performance Fund Institutional Class	530,464	7.90
Thrivent Financial For Lutherans	425,598	7.90
UBS Group AG	356,187	7.90
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	318,976	7.90
GraniteShares Advisors LLC	318,976	7.90
Advisors Asset Management, Inc.	274,558	7.90
FFSAX - Touchstone Flexible Income Fund Class A	243,314	7.90
Shaker Financial Services, LLC	238,962	7.90
Cambridge Investment Research Advisors, Inc.	209,280	7.90
Guggenheim Capital Llc	183,836	7.90

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
OTA Financial Group L.P.	68,766	6.49
Advisory Services Network, LLC	11,238	7.92

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Sonora Investment Management, LLC	57,573	8.81
Mid Atlantic Financial Management Inc/adv	50,900	8.80
Moors & Cabot, Inc.	31,000	0.55
Advisory Services Network, LLC	11,238	7.92
Kingsview Wealth Management, LLC
Atlas Private Wealth Advisors
Citadel Advisors Llc
Tarbox Family Office, Inc.
Edge Wealth Management LLC
Lazard Asset Management Llc
Addison Advisors LLC
Snowden Capital Advisors LLC
We Are One Seven, LLC
Panagora Asset Management Inc
Horizon Financial Services, Llc
Harbour Investments, Inc.
Pinnacle Wealth Planning Services, Inc.
Eaton Vance Management
Centerpoint Advisors, LLC
National Asset Management, Inc.
Aristides Capital LLC
Cetera Investment Advisers
CoreCap Advisors, LLC
Steward Partners Investment Advisory, Llc
Salem Investment Counselors Inc
Millennium Management Llc
Jane Street Group, Llc

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	1,423,732	7.54	1,437,607	8.23
Cambridge Investment Research Advisors, Inc.	209,461	6.49	209,280	7.90
CVY - Invesco Zacks Multi-Asset Income ETF	49,783	7.53	48,373	8.23
AAINX - Thrivent Opportunity Income Plus Fund Class A	47,257	7.53	47,257	8.23
Capital Investment Advisors, LLC	28,329	6.50	30,329	7.91
Evanson Asset Management, LLC	13,092	6.49	12,787	7.90
AABFX - Thrivent Balanced Income Plus Fund Class A	10,436	7.57	10,436	8.24
FNY Investment Advisers, LLC	1,200	5.83	1,200	7.50

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
CVY - Invesco Zacks Multi-Asset Income ETF	1,410	49,783	7.53	48,373	8.23	2.91
Evanson Asset Management, LLC	305	13,092	6.49	12,787	7.90	2.39
Cambridge Investment Research Advisors, Inc.	181	209,461	6.49	209,280	7.90	0.09

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YYY - Amplify High Income ETF	13,875	1,423,732	7.54	1,437,607	8.23	-0.97
Capital Investment Advisors, LLC	2,000	28,329	6.50	30,329	7.91	-6.59

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
OTA Financial Group L.P.	68,766	6.49

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.	209,461	6.49	209,280	7.90
Evanson Asset Management, LLC	13,092	6.49	12,787	7.90
FNY Investment Advisers, LLC	1,200	5.83	1,200	7.50

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
Evanson Asset Management, LLC	305	13,092	6.49	12,787	7.90	2.39
Cambridge Investment Research Advisors, Inc.	181	209,461	6.49	209,280	7.90	0.09

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