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	77	14.00	13.75	13.83
Previous Quarter	77	14.00	13.75	13.88

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	19	4	0	0	2
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	3	0	0	2
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
City Of London Investment Management Co Ltd	3,048,987	13.77
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2,789,810
1607 Capital Partners, LLC	1,090,391	13.75
1607 Capital Partners, LLC	1,081,503
Allspring Global Investments Holdings, LLC	964,135	13.75
Allspring Global Investments Holdings, LLC	873,999
Relative Value Partners Group, LLC	654,756	13.75
Stifel Financial Corp	200,674	13.75
Morgan Stanley	160,970	13.75
Flagship Harbor Advisors, Llc	148,791	11.98
Lazard Asset Management Llc	142,609	13.74
Family Firm, Inc.	137,955	16.04
Fca Corp /tx	133,481	13.75
Cornerstone Advisors Inc	127,364	16.04
Cornerstone Strategic Value Fund Inc	116,226	16.04
Envestnet Asset Management Inc	70,629	13.75
Bank Of America Corp /de/	69,992	13.74
Park Avenue Securities Llc	68,953	13.75
Moloney Securities Asset Management, LLC	68,225	13.75
Cohen & Steers Closed-end Opportunity Fund, Inc.	37,645	13.76

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
City Of London Investment Management Co Ltd	3,048,987	13.77
1607 Capital Partners, LLC	1,090,391	13.75
Allspring Global Investments Holdings, LLC	964,135	13.75
Relative Value Partners Group, LLC	654,756	13.75
Stifel Financial Corp	200,674	13.75
Morgan Stanley	160,970	13.75
Flagship Harbor Advisors, Llc	153,466	13.75
Lazard Asset Management Llc	142,609	13.74
Family Firm, Inc.	137,955	16.04
Fca Corp /tx	133,481	13.75
Cornerstone Advisors Inc	127,364	16.04
Cornerstone Strategic Value Fund Inc	116,226	16.04
Envestnet Asset Management Inc	70,629	13.75
Bank Of America Corp /de/	69,992	13.74
Park Avenue Securities Llc	68,953	13.75
Moloney Securities Asset Management, LLC	68,225	13.75
Cohen & Steers, Inc.	37,645	13.76
Cohen & Steers Closed-end Opportunity Fund, Inc.	37,645	13.76
Invesco Ltd.	34,931	13.74
Round Rock Advisors, LLC	29,097	13.75

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2,789,810
Uncommon Cents Investing LLC	15,654	12.01

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Center for Financial Planning, Inc.
FNY Investment Advisers, LLC
Personal Wealth Partners
Raymond James Financial Services Advisors, Inc.
Larson Financial Group LLC
Proequities, Inc.
Cornerstone Advisors, LLC
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
Wolverine Asset Management Llc
Huntington National Bank
Fmr Llc
Selective Wealth Management, Inc.
Advisors Asset Management, Inc.
Landscape Capital Management, L.l.c.
First Trust Advisors Lp
Frontier Wealth Management LLC
LPL Financial LLC
Avidian Wealth Solutions, LLC
Harbour Investments, Inc.

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	148,791	11.98	153,466	13.75
Cambridge Investment Research Advisors, Inc.	18,268	11.99	18,396	13.75
Optimum Investment Advisors	1,765	11.90	1,765	13.60
Voya Prime Rate Trust	1,470	12.24	1,470	15.65

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Flagship Harbor Advisors, Llc	4,675	148,791	11.98	153,466	13.75	-3.05
Cambridge Investment Research Advisors, Inc.	128	18,268	11.99	18,396	13.75	-0.70

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
Uncommon Cents Investing LLC	15,654	12.01

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	148,791	11.98	153,466	13.75
Cambridge Investment Research Advisors, Inc.	18,268	11.99	18,396	13.75
Optimum Investment Advisors	1,765	11.90	1,765	13.60

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 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Flagship Harbor Advisors, Llc	4,675	148,791	11.98	153,466	13.75	-3.05
Cambridge Investment Research Advisors, Inc.	128	18,268	11.99	18,396	13.75	-0.70

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