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	102	NaN	0.00	12.36
Previous Quarter	107	NaN	0.00	12.48

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	24	17	0	3	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	1	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	1	3	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	31,927	0.38	12.43	616,850	7.29	12.44
Previous Quarter	31,927	0.38	12.43	616,850	7.29	12.44

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
Summers Value Fund Lp	507,059
SKARVAN KATHLEEN	477,312
Radoff Family Foundation	475,000
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	436,735
Punch & Associates Investment Management, Inc.	436,735	12.44
Vanguard Group Inc	310,200	12.44
Acadian Asset Management Llc	270,327	12.43
Dimensional Fund Advisors Lp	268,711	12.44
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	193,554	12.44
Hunter Associates Investment Management Llc	174,000	12.44
Bridgeway Capital Management Inc	106,338	12.44
White Pine Capital Llc	105,988	12.44
Royal Bank Of Canada	99,252	12.44
VEXMX - Vanguard Extended Market Index Fund Investor Shares	98,004	12.44
Truist Financial Corp	96,252	9.64
Globeflex Capital L P	91,228	12.44
BRUSX - Ultra-Small Company Fund Class N	79,338	12.44
Renaissance Technologies Llc	77,299	12.45
Friess Associates Llc	66,214	12.44
Charles Schwab Investment Management Inc	63,922	12.45

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
Punch & Associates Investment Management, Inc.	436,735	12.44
Vanguard Group Inc	310,200	12.44
Acadian Asset Management Llc	270,327	12.43
Dimensional Fund Advisors Lp	268,711	12.44
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	193,554	12.44
Hunter Associates Investment Management Llc	174,000	12.44
Bridgeway Capital Management Inc	106,338	12.44
White Pine Capital Llc	105,988	12.44
Royal Bank Of Canada	99,252	12.44
VEXMX - Vanguard Extended Market Index Fund Investor Shares	98,004	12.44
Truist Financial Corp	96,252	12.44
Globeflex Capital L P	91,228	12.44
BRUSX - Ultra-Small Company Fund Class N	79,338	12.44
Renaissance Technologies Llc	77,299	12.45
Friess Associates Llc	66,214	12.44
SWSCX - Schwab Small-Cap Equity Fund	63,922	12.95
Charles Schwab Investment Management Inc	63,922	12.45
Millennium Management Llc	61,946	12.45
DFSTX - U.s. Small Cap Portfolio - Institutional Class	61,656	12.94
Geode Capital Management, Llc	52,698	12.43

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
Summers Value Fund Lp	507,059
SKARVAN KATHLEEN	477,312
Radoff Family Foundation	475,000
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	436,735

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Geneos Wealth Management Inc.	13,333	12.38
Group One Trading, L.p.
Citadel Advisors Llc
Engineers Gate Manager LP
New York State Common Retirement Fund
Deutsche Bank Ag\
Tibra Equities Europe Ltd
Harbour Investments, Inc.
Panagora Asset Management Inc
Jane Street Group, Llc
Eagle Bay Advisors LLC
Hancock Whitney Corp
Group One Trading, L.p.
Perritt Capital Management Inc
O'shaughnessy Asset Management, Llc
Ergoteles LLC
Employees Retirement System of Texas
Winton Capital Group Ltd
Two Sigma Investments, Lp
Hrt Financial Lp
Lapides Asset Management, LLC
Bank Of America Corp /de/
Arrowstreet Capital, Limited Partnership
Sphinx Trading, Lp

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	96,252	9.64	96,252	12.44
DFSTX - U.s. Small Cap Portfolio - Institutional Class	61,656	12.67	61,656	12.94
SWSCX - Schwab Small-Cap Equity Fund	55,679	12.66	63,922	12.95
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	47,883	12.68	44,227	12.96
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	29,930	12.66	29,889	12.95
DFAT - Dimensional U.S. Targeted Value ETF	26,484	12.69	24,662	12.93
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	16,834	12.65	16,834	12.95
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	13,044	12.65	13,044	12.96
DFAS - Dimensional U.S. Small Cap ETF	12,695	12.68	12,695	12.92
Carlson Capital Management	12,234	9.65	12,234	12.42
Commonwealth Equity Services, Llc	10,417	9.60	10,417	12.38
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	5,226	12.63	5,226	13.01
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	3,600	12.78	3,600	13.06
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	2,532	12.64	2,532	13.03
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	2,300	12.61	2,300	13.04
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	666	12.01	666	13.51
AdvisorNet Financial, Inc	500	10.00	500	12.00

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
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	3,656	47,883	12.68	44,227	12.96	8.27
DFAT - Dimensional U.S. Targeted Value ETF	1,822	26,484	12.69	24,662	12.93	7.39
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	41	29,930	12.66	29,889	12.95	0.14

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
SWSCX - Schwab Small-Cap Equity Fund	8,243	55,679	12.66	63,922	12.95	-12.90

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Group One Trading, L.p.	0
Proequities, Inc.	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Citadel Advisors Llc	0

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 1 Institutes closed out their positions

Name	Shares	PPS
Geneos Wealth Management Inc.	13,333	12.38

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	96,252	9.64	96,252	12.44
Carlson Capital Management	12,234	9.65	12,234	12.42
Commonwealth Equity Services, Llc	10,417	9.60	10,417	12.38

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