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	147	11.00	10.73	10.70
Previous Quarter	156	11.00	10.73	10.79

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	5	49	7	0	2	2
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	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	2	1	4	0	1	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	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
MORGAN STANLEY	6,303,095
Parametric Portfolio Associates Llc	5,910,763	10.73
FIRST TRUST PORTFOLIOS LP	3,944,567
Morgan Stanley	3,172,515	10.73
Rivernorth Capital Management, Llc	2,598,000	10.73
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	1,812,439	10.73
Wells Fargo & Company/mn	1,641,503	10.73
Invesco Ltd.	1,137,630	10.73
YYY - Amplify High Income ETF	932,615	9.67
Penserra Capital Management LLC	919,896	10.73
PCEF - Invesco CEF Income Composite ETF	882,931	10.90
UBS Group AG	825,502	10.73
Allspring Global Investments Holdings, LLC	531,978	10.73
Bank Of America Corp /de/	436,035	10.73
LPL Financial LLC	306,630	10.73
National Asset Management, Inc.	301,720	10.73
Shaker Financial Services, LLC	281,080	10.73
U.S. Capital Wealth Advisors, LLC	273,533	10.73
Cohen & Steers, Inc.	260,000	10.73
Ameriprise Financial Inc	241,945	10.73

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
Parametric Portfolio Associates Llc	5,910,763	10.73
Morgan Stanley	3,172,515	10.73
Rivernorth Capital Management, Llc	2,598,000	10.73
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	1,812,439	10.73
Wells Fargo & Company/mn	1,641,503	10.73
Invesco Ltd.	1,137,630	10.73
YYY - Amplify High Income ETF	941,700	11.86
Penserra Capital Management LLC	919,896	10.73
PCEF - Invesco CEF Income Composite ETF	882,931	10.90
UBS Group AG	825,502	10.73
Allspring Global Investments Holdings, LLC	531,978	10.73
Bank Of America Corp /de/	436,035	10.73
LPL Financial LLC	306,630	10.73
National Asset Management, Inc.	301,720	10.73
Shaker Financial Services, LLC	281,080	10.73
U.S. Capital Wealth Advisors, LLC	273,533	10.73
Cohen & Steers, Inc.	260,000	10.73
Ameriprise Financial Inc	241,945	10.73
Matisse Capital	241,267	10.73
RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF	237,209	10.73

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	6,303,095
FIRST TRUST PORTFOLIOS LP	3,944,567
Allworth Financial LP	2,880	8.68
ACG Wealth	2,703	8.88
Voya Prime Rate Trust	428	9.35

Recent Quarter 49 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	73,504	13.60
Orion Portfolio Solutions, LLC	39,793	10.73
Capital Investment Advisors, LLC	10,159	10.73
Wealth Quarterback LLC	2,585
Parallel Advisors, LLC
Advisory Services Network, LLC
Tower Research Capital LLC (TRC)
Newbridge Financial Services Group, Inc.
Assetmark, Inc
Golden State Equity Partners
Bramshill Investments, LLC
HighTower Advisors, LLC
Kestra Advisory Services, LLC
Emerald Investment Partners, Llc
Anfield Capital Management, LLC
Advisor Resource Council
Wagner Wealth Management, Llc
Parsons Capital Management Inc/ri
ALTY - Global X SuperDividend Alternatives ETF
Financial Management Professionals, Inc.
Retirement Planning Co of New England, Inc.
Bank of New York Mellon Corp
O'shaughnessy Asset Management, Llc
Centaurus Financial, Inc.
Mackay Shields Llc
Larson Financial Group LLC
Fmr Llc
Nomura Holdings Inc
Oppenheimer & Co Inc
Clear Harbor Asset Management, LLC
Jefferies Group LLC
Global Wealth Management Investment Advisory, Inc.
Moors & Cabot, Inc.
Advanced Research Investment Solutions, Llc
Column Capital Advisors, LLC
Walled Lake Planning & Wealth Management, Llc
Rockefeller Capital Management L.P.
Proequities, Inc.
Mirae Asset Global Investments Co., Ltd.
Envestnet Asset Management Inc
McGowan Group Asset Management, Inc.
Cwm, Llc
Wunderlich Securities, Inc.
Parallel Advisors, LLC
BlackRock Inc.
Sowell Financial Services LLC
Mercer Global Advisors Inc /adv
Atlas Private Wealth Advisors
Citigroup Inc

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	932,615	9.67	941,700	11.86
CVY - Invesco Zacks Multi-Asset Income ETF	63,714	9.67	48,143	11.86
Thrive Wealth Management, LLC	19,961	8.82	19,961	10.72
Cambridge Investment Research Advisors, Inc.	19,491	8.82	21,026	10.75
Global Retirement Partners, LLC	3,172	8.83	3,172	9.46
Trust Co	1,115	8.97	1,115	10.76
FNY Investment Advisers, LLC	800	8.75	800	10.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
CVY - Invesco Zacks Multi-Asset Income ETF	15,571	63,714	9.67	48,143	11.86	32.34
Arkadios Wealth Advisors	1,253	17,800		16,547		7.57

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YYY - Amplify High Income ETF	9,085	932,615	9.67	941,700	11.86	-0.96
Cambridge Investment Research Advisors, Inc.	1,535	19,491	8.82	21,026	10.75	-7.30

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Parallel 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 2 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	2,880	8.68
ACG Wealth	2,703	8.88

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Orion Portfolio Solutions, LLC	39,793	10.73

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Thrive Wealth Management, LLC	19,961	8.82	19,961	10.72
Cambridge Investment Research Advisors, Inc.	19,491	8.82	21,026	10.75
Global Retirement Partners, LLC	3,172	8.83	3,172	9.46
FNY Investment Advisers, LLC	800	8.75	800	10.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Arkadios Wealth Advisors	1,253	17,800		16,547		7.57

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,535	19,491	8.82	21,026	10.75	-7.30

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