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	22.00	22.31	21.95
Previous Quarter	116	23.00	22.33	22.18

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	27	19	0	2	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	2	0	0	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	92,835	1.43	22.34	573,056	8.80	22.33
Previous Quarter	92,835	1.43	22.34	573,056	8.80	22.33

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
Manufacturers Life Insurance Company, The	381,935	22.33
MANULIFE FINANCIAL CORP	378,780
EJF Capital LLC	303,466
Vanguard Group Inc	287,828	22.33
Pacific Ridge Capital Partners, LLC	260,731	22.33
FRBAX - Regional Bank Fund Class A	189,611	20.30
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	184,128	22.33
Fourthstone LLC	137,817	22.33
HoldCo Asset Management, L.P.	135,300	22.33
John Hancock Financial Opportunities Fund	127,715	22.33
Renaissance Technologies Llc	126,128	22.33
TFO USA Ltd	108,612	16.89
Bullseye Asset Management LLC	107,737	22.33
Dimensional Fund Advisors Lp	92,765	22.33
BlackRock Inc.	90,913	22.34
VEXMX - Vanguard Extended Market Index Fund Investor Shares	87,136	22.33
John G Ullman & Associates Inc	86,946	22.34
Stifel Financial Corp	76,800	22.33
RBB FUND, INC. - Adara Smaller Companies Fund	73,010	22.11
Bridgeway Capital Management Inc	68,321	22.34

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
Manufacturers Life Insurance Company, The	381,935	22.33
Vanguard Group Inc	287,828	22.33
Pacific Ridge Capital Partners, LLC	260,731	22.33
FRBAX - Regional Bank Fund Class A	189,611	22.80
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	184,128	22.33
Fourthstone LLC	137,817	22.33
HoldCo Asset Management, L.P.	135,300	22.33
John Hancock Financial Opportunities Fund	127,715	22.33
Renaissance Technologies Llc	126,128	22.33
TFO USA Ltd	108,612	16.89
Bullseye Asset Management LLC	107,737	22.33
Dimensional Fund Advisors Lp	92,765	22.33
BlackRock Inc.	90,913	22.34
VEXMX - Vanguard Extended Market Index Fund Investor Shares	87,136	22.33
John G Ullman & Associates Inc	86,946	22.34
Stifel Financial Corp	76,800	22.33
RBB FUND, INC. - Adara Smaller Companies Fund	73,010	22.11
Bridgeway Capital Management Inc	68,321	22.34
Cutler Capital Management, LLC	66,000	22.33
Bhz Capital Management, Lp	56,399	22.32

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
MANULIFE FINANCIAL CORP	378,780
SWTSX - Schwab Total Stock Market Index Fund	2,758	20.30
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	177	22.60

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
HighPoint Advisor Group LLC	12,471	22.21
EES - WisdomTree U.S. SmallCap Fund N/A	5,464	22.33
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I	1,000	22.00
GSCYX - SMALL CAP EQUITY FUND Institutional	869	21.86
EJF Capital LLC
Millennium Management Llc
Eagle Bay Advisors LLC
Citigroup Inc
New York State Common Retirement Fund
Tibra Equities Europe Ltd
Jacobs Levy Equity Management, Inc
Proequities, Inc.
O'shaughnessy Asset Management, Llc
Jane Street Group, Llc
JCSD Capital, LLC
Ergoteles LLC
Optiver Holding B.V.
Royal Bank Of Canada
Pnc Financial Services Group, Inc.
Captrust Financial Advisors
Deutsche Bank Ag\
Hrt Financial Lp
Maltese Capital Management Llc
Nisa Investment Advisors, Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
Public Employees Retirement System Of Ohio
Tower Research Capital LLC (TRC)

Recent Quarter 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FRBAX - Regional Bank Fund Class A	189,611	20.30	189,611	22.80
Oppenheimer & Close, LLC	41,326	19.89	41,326	22.31
ANFLX - Angel Oak Financials Income Fund Class A	28,506	20.31	28,506	22.80
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	17,152	20.29	17,152	22.80
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	10,879	20.31	10,879	22.80
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	10,018	20.26	10,018	22.76
DFSTX - U.s. Small Cap Portfolio - Institutional Class	5,657	20.33	4,712	22.71
DFAC - Dimensional U.S. Core Equity 2 ETF	4,900	20.20	4,900	22.86
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	4,214	20.41	4,214	22.78
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	2,674	20.19	2,674	22.81
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	1,400	20.00	1,400	22.86
Pittenger & Anderson Inc	1,240	20.16	1,240	22.58
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	1,000	20.00	1,000	23.00
DFAT - Dimensional U.S. Targeted Value ETF	853	19.93	853	22.27
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	758	19.79	758	22.43
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	600	20.00	600	23.33
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	578	20.76	578	22.49
DFAS - Dimensional U.S. Small Cap ETF	498	20.08	498	22.09
DFAU - Dimensional US Core Equity Market ETF	22		22	45.45

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
EJF Capital LLC	303,466	303,466		0		0.00
DFSTX - U.s. Small Cap Portfolio - Institutional Class	945	5,657	20.33	4,712	22.71	20.06

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 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Oppenheimer & Close, LLC	41,326	19.89	41,326	22.31
Pittenger & Anderson Inc	1,240	20.16	1,240	22.58

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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