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 92 18.00 18.41 17.99
Previous Quarter 100 266.00 18.41 20.02

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 0 30 5 0 1 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 0 3 5 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
Raymond James & Associates 1,133,167 18.41
Ameriprise Financial Inc 770,626 18.42
Guggenheim Capital Llc 659,028 18.41
Morgan Stanley 593,777 18.41
Bank Of America Corp /de/ 528,532 18.41
Fort Pitt Capital Group, Llc 517,197 18.41
Invesco Ltd. 434,743 18.41
Cambridge Investment Research Advisors, Inc. 433,430 14.76
PCEF - Invesco CEF Income Composite ETF 376,005 18.52
Raymond James Financial Services Advisors, Inc. 335,557 18.41
Wells Fargo & Company/mn 280,651 18.41
UBS Group AG 206,513 18.41
Advisors Asset Management, Inc. 164,079 18.41
Royal Bank Of Canada 163,600 18.41
Truist Financial Corp 148,265 18.41
Cohen & Steers Closed-end Opportunity Fund, Inc. 140,017 20.16
Roman Butler Fullerton & Co 138,403 18.41
Steward Partners Investment Advisory, Llc 103,163 0.02
Ameritas Advisory Services, LLC 98,135 18.41
LPL Financial LLC 97,048 18.41

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
Raymond James & Associates 1,133,167 18.41
Ameriprise Financial Inc 770,626 18.42
Guggenheim Capital Llc 659,028 18.41
Morgan Stanley 593,777 18.41
Bank Of America Corp /de/ 528,532 18.41
Fort Pitt Capital Group, Llc 517,197 18.41
Invesco Ltd. 434,743 18.41
PCEF - Invesco CEF Income Composite ETF 376,005 18.52
Cambridge Investment Research Advisors, Inc. 374,425 18.41
Raymond James Financial Services Advisors, Inc. 335,557 18.41
Wells Fargo & Company/mn 280,651 18.41
UBS Group AG 206,513 18.41
Advisors Asset Management, Inc. 164,079 18.41
Royal Bank Of Canada 163,600 18.41
Truist Financial Corp 148,265 18.41
Cohen & Steers Closed-end Opportunity Fund, Inc. 140,017 20.16
Roman Butler Fullerton & Co 138,403 18.41
Steward Partners Investment Advisory, Llc 103,163 0.02
Ameritas Advisory Services, LLC 98,135 18.41
LPL Financial LLC 97,048 18.41

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Ameritas Investment Corp 92,667 0.02
OTA Financial Group L.P. 24,633 18.39
Herold Advisors, Inc. 900 18410.00
Koshinski Asset Management, Inc. 150 20.00
Strategic Blueprint, LLC
Envestnet Asset Management Inc
Baldwin Brothers Inc/ma
Advisory Services Network, LLC
Arkadios Wealth Advisors
Wesbanco Bank Inc
Confluence Wealth Services, Inc.
Citigroup Inc
Pacitti Group Inc.
Newbridge Financial Services Group, Inc.
Plante Moran Financial Advisors, LLC
Us Bancorp \de\
Retirement Planning Co of New England, Inc.
Virtu Financial LLC
Harbour Investments, Inc.
Shaker Financial Services, LLC
Wolverine Asset Management Llc
Tower Research Capital LLC (TRC)
Proequities, Inc.
TCI Wealth Advisors, Inc.
Fmr Llc
Bank Of Montreal /can/
Cohen & Steers, Inc.
Jane Street Group, Llc
Capital Advisors Wealth Management, LLC
Pinnacle Bancorp, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 433,430 14.76 374,425 18.41
Flagship Harbor Advisors, Llc 18,012 14.77 18,230 18.43
West Bancorporation Inc 2,143 14.93 2,143 18.20
Tsfg, Llc 1,087 14.72 1,087 18.40
Strategic Asset Management, LLC 700 14.29 700 18.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 59,005 433,430 14.76 374,425 18.41 15.76
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Flagship Harbor Advisors, Llc 218 18,012 14.77 18,230 18.43 -1.20
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Herold Advisors, Inc. 900 18410.00
Koshinski Asset Management, Inc. 150 20.00
OTA Financial Group L.P. 24,633 18.39
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 433,430 14.76 374,425 18.41
Flagship Harbor Advisors, Llc 18,012 14.77 18,230 18.43
West Bancorporation Inc 2,143 14.93 2,143 18.20
Tsfg, Llc 1,087 14.72 1,087 18.40
Strategic Asset Management, LLC 700 14.29 700 18.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 59,005 433,430 14.76 374,425 18.41 15.76
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Flagship Harbor Advisors, Llc 218 18,012 14.77 18,230 18.43 -1.20
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name