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	58	21.00	21.08	21.09
Previous Quarter	62	21.00	21.08	21.09

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	1	21	1	1	1	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	1	2	1	1	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
Bank Of America Corp /de/	1,356,427	21.09
Morgan Stanley	819,708	21.09
UBS Group AG	324,109	21.09
HighTower Advisors, LLC	301,253	21.11
Jane Street Group, Llc	280,166	21.09
Segall Bryant & Hamill, Llc	89,958	21.11
Susquehanna International Group, Llp	55,926	21.08
Northern Trust Corp	44,000	21.09
Altfest L J & Co Inc	34,011	21.08
Royal Bank Of Canada	33,479	21.09
Flow Traders U.s. Llc	25,633	21.11
Vontobel Holding Ltd.	23,665	21.09
Regatta Capital Group, Llc	23,577	21.08
Commonwealth Equity Services, Llc	19,292	21.04
Wells Fargo & Company/mn	19,284	21.11
Creative Planning	15,166	21.10
Goldman Sachs Group Inc	11,719	21.08
J.w. Cole Advisors, Inc.	11,159	21.06
SFE Investment Counsel	10,400	21.06
Raymond James & Associates	10,116	21.06

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
Bank Of America Corp /de/	1,356,427	21.09
Morgan Stanley	819,708	21.09
UBS Group AG	324,109	21.09
HighTower Advisors, LLC	301,253	21.11
Jane Street Group, Llc	280,166	21.09
Segall Bryant & Hamill, Llc	89,958	21.11
Susquehanna International Group, Llp	55,926	21.08
Northern Trust Corp	44,000	21.09
Altfest L J & Co Inc	34,011	21.08
Royal Bank Of Canada	33,479	21.09
Flow Traders U.s. Llc	25,633	21.11
Vontobel Holding Ltd.	23,665	21.09
Regatta Capital Group, Llc	23,577	21.08
Commonwealth Equity Services, Llc	19,292	21.04
Wells Fargo & Company/mn	19,284	21.11
Creative Planning	15,166	21.10
Goldman Sachs Group Inc	11,719	21.08
J.w. Cole Advisors, Inc.	11,159	21.06
SFE Investment Counsel	10,400	21.06
Raymond James & Associates	10,116	21.06

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	128	23.44

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Parallel Advisors, LLC	300	20.00
Parkside Investments, LLC	100	20.00
Gradient Investments LLC	48	20.83
Kestra Advisory Services, LLC
Capital Investment Advisors, LLC
Barclays Plc
Cambridge Investment Research Advisors, Inc.
Old Mission Capital Llc
Resources Management Corp /ct/ /adv
Fmr Llc
Ameriprise Financial Inc
Jacobi Capital Management LLC
Amplius Wealth Advisors, LLC
Wharton Business Group, LLC
First Republic Investment Management, Inc.
Proequities, Inc.
Foster Dykema Cabot & Co Inc/ma
LPL Financial LLC
Haverford Trust Co
Citadel Advisors Llc
Millburn Ridgefield Corp

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sugarloaf Wealth Management, LLC	104	19.23	103	19.42

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	1,204	21.59	1,204	19.93

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sugarloaf Wealth Management, LLC	1	104	19.23	103	19.42	0.97

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 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	128	23.44

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Parkside Investments, LLC	100	20.00
Gradient Investments LLC	48	20.83

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sugarloaf Wealth Management, LLC	104	19.23	103	19.42

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	1,204	21.59	1,204	19.93

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sugarloaf Wealth Management, LLC	1	104	19.23	103	19.42	0.97

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