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	35	41.00	39.93	37.74
Previous Quarter	38	48.00	47.89	47.91

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	4	20	12	0	6	3
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	3	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	1	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	0	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	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
WESPAC Advisors, LLC	19,703	31.11
Flow Traders U.s. Llc	13,748	39.93
Bank Of America Corp /de/	6,138	40.08
Vontobel Holding Ltd.	5,500	40.00
RPg Family Wealth Advisory, LLC	5,290	39.89
Royal Bank Of Canada	5,185	39.92
UBS Group AG	5,015	39.88
Susquehanna International Group, Llp	4,596	47.87
JTHIX - James Alpha Total Hedge Portfolio Class I	2,444	43.37
Migdal Insurance & Financial Holdings Ltd.	1,700	41.18
Simplex Trading, Llc	1,547	39.43
Morgan Stanley	1,111	39.60
Cutler Group LP	1,000	4.00
4Thought Financial Group Inc.	338	38.46
Advisor Group Holdings, Inc.	173	40.46
IAG Wealth Partners, LLC	160	37.50
JAHSX - James Alpha EHS Fund Class R6	128	46.88
Bank Of Montreal /can/	100	50.00
Wells Fargo & Company/mn	1
Cwm, Llc	1

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
Citigroup Inc	459,800	47.93
Wolverine Trading, Llc	50,100	47.70
UBS Group AG	8,493	47.92
Bank Of America Corp /de/	6,166	47.84
Flow Traders U.s. Llc	5,453	47.86
Royal Bank Of Canada	4,752	47.77
Susquehanna International Group, Llp	4,596	47.87
Migdal Insurance & Financial Holdings Ltd.	1,700	46.47
JTHIX - James Alpha Total Hedge Portfolio Class I	1,164	51.55
Citigroup Inc	1,000	48.00
Morgan Stanley	877	47.89
CoreCap Advisors, LLC	467	47.11
Fortis Advisors, LLC	448	46.88
Powell Investment Advisors, LLC	400	47.50
Advisor Group Holdings, Inc.	348	48.85
4Thought Financial Group Inc.	282	49.65
IAG Wealth Partners, LLC	160	50.00
Cutler Group LP	100	40.00
Bank Of Montreal /can/	100	50.00
Eaton Vance Management	94	53.19

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
WESPAC Advisors, LLC	19,703	31.11
Vontobel Holding Ltd.	5,500	40.00
RPg Family Wealth Advisory, LLC	5,290	39.89
Simplex Trading, Llc	1,547	39.43

Recent Quarter 20 Institutes closed out their positions

Name	Shares	PPS
Citigroup Inc	459,800	47.93
Citigroup Inc	459,800	47.93
Wolverine Trading, Llc	50,100	47.70
CoreCap Advisors, LLC	467	47.11
Fortis Advisors, LLC	448	46.88
Powell Investment Advisors, LLC	400	47.50
Cutler Group LP	100	40.00
Cutler Group LP	100	40.00
Eaton Vance Management	94	53.19
Fmr Llc	5
Proequities, Inc.
Rockefeller Capital Management L.P.
Cardan Capital Partners, LLC
Citadel Advisors Llc
Belvedere Trading LLC
Old Mission Capital Llc
Jane Street Group, Llc
Parallel Advisors, LLC
Raymond James Financial Services Advisors, Inc.
Steward Partners Investment Advisory, Llc

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flow Traders U.s. Llc	13,748	39.93	5,453	47.86
Bank Of America Corp /de/	6,138	40.08	6,166	47.84
Royal Bank Of Canada	5,185	39.92	4,752	47.77
UBS Group AG	5,015	39.88	8,493	47.92
JTHIX - James Alpha Total Hedge Portfolio Class I	2,444	43.37	1,164	51.55
Migdal Insurance & Financial Holdings Ltd.	1,700	41.18	1,700	46.47
Morgan Stanley	1,111	39.60	877	47.89
Cutler Group LP	1,000	4.00	100	40.00
4Thought Financial Group Inc.	338	38.46	282	49.65
Advisor Group Holdings, Inc.	173	40.46	348	48.85
IAG Wealth Partners, LLC	160	37.50	160	50.00
JAHSX - James Alpha EHS Fund Class R6	128	46.88	40	50.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flow Traders U.s. Llc	8,295	13,748	39.93	5,453	47.86	152.12
JTHIX - James Alpha Total Hedge Portfolio Class I	1,280	2,444	43.37	1,164	51.55	109.97
Royal Bank Of Canada	433	5,185	39.92	4,752	47.77	9.11
Morgan Stanley	234	1,111	39.60	877	47.89	26.68
JAHSX - James Alpha EHS Fund Class R6	88	128	46.88	40	50.00	220.00
4Thought Financial Group Inc.	56	338	38.46	282	49.65	19.86

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
UBS Group AG	3,478	5,015	39.88	8,493	47.92	-40.95
Advisor Group Holdings, Inc.	175	173	40.46	348	48.85	-50.29
Bank Of America Corp /de/	28	6,138	40.08	6,166	47.84	-0.45

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 3 Previous Institutes closed Call Positions

Name	Previous Calls
Citigroup Inc	459,800
Wolverine Trading, Llc	50,100
Parallel Advisors, LLC	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 1 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Cutler Group LP	900	1,000	100	900.00

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 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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