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 118 15.00 13.22 14.49
Previous Quarter 135 15.00 13.22 14.62

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 0 50 7 0 5 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 2 5 0 3 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/ 1,543,749 13.22
Morgan Stanley 1,354,576 13.22
Raymond James & Associates 686,494 13.22
Marble Harbor Investment Counsel, LLC 518,578 13.22
Guggenheim Capital Llc 516,263 13.22
Invesco Ltd. 380,417 13.22
UBS Group AG 302,991 13.22
PCEF - Invesco CEF Income Composite ETF 282,945 14.00
Envestnet Asset Management Inc 262,271 13.22
Advisor Group Holdings, Inc. 238,956 13.22
Royal Bank Of Canada 218,862 13.22
Rockefeller Capital Management L.P. 214,612 13.22
Apollon Wealth Management, LLC 161,080 13.22
LPL Financial LLC 153,093 13.22
Raymond James Financial Services Advisors, Inc. 152,244 13.22
Intersect Capital LLC 149,206 13.22
Rock Creek Group, LP 129,029 10.40
Shaker Financial Services, LLC 127,063 13.22
Truist Financial Corp 118,748 13.22
Regions Financial Corp 100,000 13.22

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/ 1,543,749 13.22
Morgan Stanley 1,354,576 13.22
Raymond James & Associates 686,494 13.22
YYY - Amplify High Income ETF 675,500 14.99
Marble Harbor Investment Counsel, LLC 518,578 13.22
Guggenheim Capital Llc 516,263 13.22
Invesco Ltd. 380,417 13.22
UBS Group AG 302,991 13.22
PCEF - Invesco CEF Income Composite ETF 282,945 14.00
Envestnet Asset Management Inc 262,271 13.22
Advisor Group Holdings, Inc. 238,956 13.22
Royal Bank Of Canada 218,862 13.22
Rockefeller Capital Management L.P. 214,612 13.22
Apollon Wealth Management, LLC 161,080 13.22
LPL Financial LLC 153,093 13.22
Raymond James Financial Services Advisors, Inc. 152,244 13.22
Intersect Capital LLC 149,206 13.22
Rock Creek Group, LP 129,029 10.40
Shaker Financial Services, LLC 127,063 13.22
Truist Financial Corp 118,748 13.22

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
YYY - Amplify High Income ETF 675,500 14.99
OTA Financial Group L.P. 29,221 13.21
Private Advisor Group, LLC 25,888 13.25
Parallel Advisors, LLC 10,790 13.07
Relative Value Partners Group, LLC
Steward Partners Investment Advisory, Llc
Fmr Llc
Thomas J. Herzfeld Advisors, Inc.
Oak Hill Advisors Lp
Susquehanna International Group, Llp
Next Capital Management LLC
Jpmorgan Chase & Co
Clough Capital Partners L P
Advisory Services Network, LLC
Stephens Inc /ar/
Rock Point Advisors, LLC
Rivernorth Capital Management, Llc
Css Llc/il
Nuveen Asset Management, LLC
Northwestern Mutual Wealth Management Co
ExodusPoint Capital Management, LP
Jane Street Group, Llc
Cetera Advisor Networks LLC
CoreCap Advisors, LLC
First Foundation Advisors
Geneva Partners, LLC
Invesco Senior Secured Management Inc /adv
Barrett Asset Management, LLC
Saba Capital Management, L.P.
Huntington National Bank
Beacon Pointe Advisors, LLC
Widmann Financial Services, Inc.
Wagner Wealth Management, Llc
Firestone Capital Management
Triad Investment Management
Penserra Capital Management LLC
FNY Investment Advisers, LLC
Sit Investment Associates Inc
Proequities, Inc.
Snowden Capital Advisors LLC
Dynamic Advisor Solutions LLC
Kestra Advisory Services, LLC
Cwm, Llc
Raymond James Trust N.a.
Centaurus Financial, Inc.
Total Clarity Wealth Management, Inc.
Foresight Capital Management Advisors, Inc.
Amplius Wealth Advisors, LLC
Citigroup Inc
Howe & Rusling Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 78,827 11.79 68,305 13.22
Koshinski Asset Management, Inc. 54,306 0.02 52,640 13.22
Capital Investment Advisors, LLC 34,086 11.79 33,990 13.21
VPC - Virtus Private Credit Strategy ETF 32,228 12.63 30,139 14.37
Allworth Financial LP 15,851 11.80 1,000 13.00
Raymond James Trust Co. Of Nh 11,518 11.81 11,518 13.20
Atticus Wealth Management, Llc 2,160 11.57 2,160 13.43
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Allworth Financial LP 14,851 15,851 11.80 1,000 13.00 1485.10
Cambridge Investment Research Advisors, Inc. 10,522 78,827 11.79 68,305 13.22 15.40
VPC - Virtus Private Credit Strategy ETF 2,089 32,228 12.63 30,139 14.37 6.93
Koshinski Asset Management, Inc. 1,666 54,306 0.02 52,640 13.22 3.16
Capital Investment Advisors, LLC 96 34,086 11.79 33,990 13.21 0.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
OTA Financial Group L.P. 29,221 13.21
Private Advisor Group, LLC 25,888 13.25
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 78,827 11.79 68,305 13.22
Koshinski Asset Management, Inc. 54,306 0.02 52,640 13.22
Allworth Financial LP 15,851 11.80 1,000 13.00
Raymond James Trust Co. Of Nh 11,518 11.81 11,518 13.20
Atticus Wealth Management, Llc 2,160 11.57 2,160 13.43
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Allworth Financial LP 14,851 15,851 11.80 1,000 13.00 1485.10
Cambridge Investment Research Advisors, Inc. 10,522 78,827 11.79 68,305 13.22 15.40
Koshinski Asset Management, Inc. 1,666 54,306 0.02 52,640 13.22 3.16
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name