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	65	29.00	27.97	27.95
Previous Quarter	69	29.00	27.98	28.05

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	21	5	0	3	1
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	4	0	3	1
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	20	0.00	50.00	0	0.00	0.00
Previous Quarter	20	0.00	50.00	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
Jane Street Group, Llc	729,715	27.97
UBS Group AG	461,428	27.97
Morgan Stanley	113,162	27.97
Wells Fargo & Company/mn	78,997	27.98
Foresight Wealth Management, LLC	77,539	27.97
JD Financial Services Inc.	65,162	29.97
Bank Of America Corp /de/	60,800	27.98
Elmwood Wealth Management, Inc.	56,477	25.64
FIRST TRUST PORTFOLIOS LP	52,298
Citadel Advisors Llc	44,927	27.98
Resources Investment Advisors, LLC.	31,289	27.97
Flow Traders U.s. Llc	27,244	27.97
Goldman Sachs Group Inc	23,098	27.97
Private Advisor Group, LLC	20,901	25.64
Collective Family Office Llc	18,300	27.98
Royal Bank Of Canada	17,110	28.00
LPL Financial LLC	16,404	27.98
Commonwealth Equity Services, Llc	15,408	27.91
Columbus Macro, LLC	12,844	27.95
Cetera Advisor Networks LLC	10,080	27.98

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
Jane Street Group, Llc	729,715	27.97
UBS Group AG	461,428	27.97
Morgan Stanley	113,162	27.97
Wells Fargo & Company/mn	78,997	27.98
Foresight Wealth Management, LLC	77,539	27.97
JD Financial Services Inc.	65,162	29.97
Bank Of America Corp /de/	60,800	27.98
Elmwood Wealth Management, Inc.	48,327	27.98
Citadel Advisors Llc	44,927	27.98
Resources Investment Advisors, LLC.	31,289	27.97
Flow Traders U.s. Llc	27,244	27.97
Goldman Sachs Group Inc	23,098	27.97
Private Advisor Group, LLC	18,848	28.01
Collective Family Office Llc	18,300	27.98
Royal Bank Of Canada	17,110	28.00
LPL Financial LLC	16,404	27.98
Commonwealth Equity Services, Llc	15,408	27.91
Columbus Macro, LLC	12,844	27.95
Cetera Advisor Networks LLC	10,080	27.98
V Wealth Advisors LLC	9,901	27.98

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	52,298
Sound Income Strategies, LLC	24	41.67

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Covington Capital Management	1,388	28.10
Carroll Financial Associates, Inc.	649	29.28
Heritage Wealth Management, Llc	15	66.67
Optimum Investment Advisors
Advisory Services Network, LLC
Jpmorgan Chase & Co
Proequities, Inc.
Vontobel Holding Ltd.
Riversedge Advisors, Llc
Cwm, Llc
DAVENPORT & Co LLC
Susquehanna International Group, Llp
Private Wealth Strategies, L.L.C.
CoreCap Advisors, LLC
Envestnet Asset Management Inc
Coldstream Capital Management Inc
Cetera Investment Advisers
Huntington National Bank
Parallel Advisors, LLC
Invesco Ltd.
Fmr Llc

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Elmwood Wealth Management, Inc.	56,477	25.64	48,327	27.98
Private Advisor Group, LLC	20,901	25.64	18,848	28.01
RWM Asset Management, LLC	3,861	25.64	4,699	27.88
S.A. Mason LLC	1,695	25.37	1,695	27.73
Global Retirement Partners, LLC	1,630	25.77	930	26.88

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
Elmwood Wealth Management, Inc.	8,150	56,477	25.64	48,327	27.98	16.86
Private Advisor Group, LLC	2,053	20,901	25.64	18,848	28.01	10.89
Global Retirement Partners, LLC	700	1,630	25.77	930	26.88	75.27

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
RWM Asset Management, LLC	838	3,861	25.64	4,699	27.88	-17.83

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
Sound Income Strategies, LLC	24	41.67

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Elmwood Wealth Management, Inc.	56,477	25.64	48,327	27.98
Private Advisor Group, LLC	20,901	25.64	18,848	28.01
RWM Asset Management, LLC	3,861	25.64	4,699	27.88
Global Retirement Partners, LLC	1,630	25.77	930	26.88

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Elmwood Wealth Management, Inc.	8,150	56,477	25.64	48,327	27.98	16.86
Private Advisor Group, LLC	2,053	20,901	25.64	18,848	28.01	10.89
Global Retirement Partners, LLC	700	1,630	25.77	930	26.88	75.27

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
RWM Asset Management, LLC	838	3,861	25.64	4,699	27.88	-17.83

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