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	108	23.00	23.29	23.31
Previous Quarter	106	24.00	23.30	23.36

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	6	13	17	0	2	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	0	1	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	34,982	0.56	23.30	517,452	8.28	23.29
Previous Quarter	34,982	0.56	23.30	517,452	8.28	23.29

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
BARINGTON CAPITAL GROUP, L.P.	645,702
Barington Capital Group, L.p.	627,768	23.29
Gamco Investors, Inc. Et Al	556,193	23.29
GAMCO INVESTORS, INC. ET AL	536,820
Dimensional Fund Advisors Lp	412,367	23.29
DIMENSIONAL FUND ADVISORS LP	409,160
Forager Capital Management, LLC	358,868	23.29
Minerva Advisors LLC	334,736	23.29
Forager Capital Management, LLC	323,648
WMMAX - Teton Westwood Mighty Mites Fund Class A	298,000	23.29
Teton Advisors, Inc.	298,000	23.29
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA	266,039	23.29
VANGUARD GROUP INC	260,742
Vanguard Group Inc	259,781	23.29
Gabelli Funds Llc	174,000	23.29
North Star Investment Management Corp.	165,816	23.29
NSMVX - North Star Micro Cap Fund Class I Shares	165,700	23.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	163,220	23.29
GCASX - The Gabelli Small Cap Growth Fund Class A	160,000	23.29
Renaissance Technologies Llc	154,137	23.29

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
Barington Capital Group, L.p.	627,768	23.29
Gamco Investors, Inc. Et Al	556,193	23.29
Dimensional Fund Advisors Lp	412,367	23.29
Forager Capital Management, LLC	358,868	23.29
Minerva Advisors LLC	334,736	23.29
Teton Advisors, Inc.	298,000	23.29
WMMAX - Teton Westwood Mighty Mites Fund Class A	298,000	23.29
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA	266,039	23.29
Vanguard Group Inc	259,781	23.29
Gabelli Funds Llc	174,000	23.29
North Star Investment Management Corp.	165,816	23.29
NSMVX - North Star Micro Cap Fund Class I Shares	165,700	23.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	163,220	23.29
GCASX - The Gabelli Small Cap Growth Fund Class A	160,000	23.29
Renaissance Technologies Llc	154,137	23.29
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	115,579	23.87
Wells Fargo & Company/mn	94,778	23.29
VEXMX - Vanguard Extended Market Index Fund Investor Shares	88,795	23.29
Ancora Advisors, LLC	60,297	23.30
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	56,600	23.87

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
BARINGTON CAPITAL GROUP, L.P.	645,702
GAMCO INVESTORS, INC. ET AL	536,820
DIMENSIONAL FUND ADVISORS LP	409,160
VANGUARD GROUP INC	260,742
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	1,042	23.03
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	8

Recent Quarter 13 Institutes closed out their positions

Name	Shares	PPS
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	1,042	23.99
Oppenheimer & Close, LLC
Jane Street Group, Llc
HighTower Advisors, LLC
New York State Common Retirement Fund
Panagora Asset Management Inc
Victory Capital Management Inc
Goldman Sachs Group Inc
Hrt Financial Lp
Barclays Plc
Ergoteles LLC
Proequities, Inc.
James Reed Financial Services, Inc.

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	115,579	23.10	115,579	23.87
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	56,600	23.09	56,600	23.87
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	40,636	23.11	37,358	23.88
DFSTX - U.s. Small Cap Portfolio - Institutional Class	40,205	23.11	40,205	23.88
DFAT - Dimensional U.S. Targeted Value ETF	33,236	23.11	32,996	23.88
TNVAX - 1290 GAMCO Small/Mid Cap Value Fund Class A	30,000	23.10	30,000	23.87
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	16,904	23.07	16,904	23.84
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	10,629	23.14	10,629	23.90
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	10,193	23.06	10,193	23.84
PREOX - Perritt Ultra MicroCap Fund Investor Class	9,500	23.05	9,500	23.89
DFAS - Dimensional U.S. Small Cap ETF	8,248	23.16	8,248	23.88
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	5,972	23.11	5,972	23.95
DFAC - Dimensional U.S. Core Equity 2 ETF	4,389	23.01	4,389	23.92
SWTSX - Schwab Total Stock Market Index Fund	3,338	23.07	3,338	23.97
SOA Wealth Advisors, LLC.	936	20.30	936	22.44
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	910	23.08	910	24.18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	406	22.17	406	24.63

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
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	3,278	40,636	23.11	37,358	23.88	8.77
DFAT - Dimensional U.S. Targeted Value ETF	240	33,236	23.11	32,996	23.88	0.73

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SOA Wealth Advisors, LLC.	936	20.30	936	22.44

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