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	118	22.00	20.99	24.33
Previous Quarter	127	244.00	21.00	27.61

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	36	20	0	8	4
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	12	0	4	4
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
BANK OF AMERICA CORP /DE/	2,409,401
Bank Of America Corp /de/	2,217,558	21.00
Morgan Stanley	1,422,563	21.00
PCEF - Invesco CEF Income Composite ETF	499,531	20.62
Invesco Ltd.	497,156	21.00
Wells Fargo & Company/mn	356,001	21.00
LPL Financial LLC	350,613	21.00
UBS Group AG	325,323	21.00
Raymond James Financial Services Advisors, Inc.	220,469	21.00
Raymond James & Associates	188,265	21.00
Advisor Group Holdings, Inc.	173,759	211.43
Royal Bank Of Canada	172,635	20.99
Guggenheim Capital Llc	162,355	21.00
Ameriprise Financial Inc	140,278	21.00
Midwest Wealth Management Inc.	113,832	21.00
Cetera Advisor Networks LLC	102,751	21.00
Advisors Asset Management, Inc.	91,961	21.00
Stratos Wealth Partners, LTD.	85,402	16.19
Cohen & Steers Closed-end Opportunity Fund, Inc.	79,935	21.00
Cohen & Steers, Inc.	79,935	21.00

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
Bank Of America Corp /de/	2,217,558	21.00
Morgan Stanley	1,422,563	21.00
PCEF - Invesco CEF Income Composite ETF	499,531	20.62
Invesco Ltd.	497,156	21.00
Wells Fargo & Company/mn	356,001	21.00
LPL Financial LLC	350,613	21.00
UBS Group AG	325,323	21.00
Raymond James Financial Services Advisors, Inc.	220,469	21.00
Raymond James & Associates	188,265	21.00
Advisor Group Holdings, Inc.	173,759	211.43
Royal Bank Of Canada	172,635	20.99
Guggenheim Capital Llc	162,355	21.00
Ameriprise Financial Inc	140,278	21.00
Midwest Wealth Management Inc.	113,832	21.00
Cetera Advisor Networks LLC	102,751	21.00
Advisors Asset Management, Inc.	91,961	21.00
Stratos Wealth Partners, LTD.	84,289	21.00
Cohen & Steers Closed-end Opportunity Fund, Inc.	79,935	21.00
Cohen & Steers, Inc.	79,935	21.00
Sunbelt Securities, Inc.	75,047	21.16

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
BANK OF AMERICA CORP /DE/	2,409,401
OTA Financial Group L.P.	15,353	16.15

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	72,277	29.66
Ameritas Investment Corp	26,888	0.04
Money Concepts Capital Corp	11,752	21.02
Kercheville Advisors, LLC	10,453	21.05
Koshinski Asset Management, Inc.	2,735	20.84
Security National Trust Co	1,600	23.12
Herold Advisors, Inc.	1,250	21000.00
Mid Atlantic Financial Management Inc/adv
Pinnacle Bancorp, Inc.
Bank Of Montreal /can/
FNY Investment Advisers, LLC
Strategic Blueprint, LLC
Putnam Fl Investment Management Co
V Wealth Advisors LLC
Financial Advisory Corp /ut/ /adv
Whittier Trust Co Of Nevada Inc
Arkadios Wealth Advisors
Red Door Wealth Management, LLC
Kestra Private Wealth Services, Llc
Wolverine Asset Management Llc
Confluence Wealth Services, Inc.
Clough Capital Partners L P
Transcend Wealth Collective, Llc
HighTower Advisors, LLC
Cassia Capital Partners, LLC
Shaker Financial Services, LLC
Paragon Capital Management Ltd
D.a. Davidson & Co.
Trust Co Of Vermont
CX Institutional
Citigroup Inc
Hartland & Co., LLC
Lakeview Capital Partners, LLC
Regentatlantic Capital Llc
Nan Shan Life Insurance Co., Ltd.
CoreCap Advisors, LLC

Recent Quarter 20 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stratos Wealth Partners, LTD.	85,402	16.19	84,289	21.00
Cambridge Investment Research Advisors, Inc.	75,574	16.20	68,422	21.00
Claraphi Advisory Network, LLC	70,680	16.19	74,937	21.00
Truist Financial Corp	63,447	16.19	62,839	21.01
Brinker Capital Investments, LLC	61,313	16.20	61,313	21.01
Diversified, LLC	46,566	16.19	61,432	21.00
Private Advisor Group, LLC	43,834	16.20	40,811	21.00
Commonwealth Equity Services, Llc	32,035	16.17	37,153	20.99
Spire Wealth Management	27,346	16.20	27,024	21.02
Foundations Investment Advisors, LLC	27,025	17.02	23,896	20.00
Umb Bank N A/mo	18,179	16.17	18,179	21.01
Flagship Harbor Advisors, Llc	15,617	16.20	14,689	20.97
Domani Wealth, LLC	15,500	16.19	15,500	21.03
Shulman DeMeo Asset Management LLC	14,293	16.16	14,334	21.00
Round Rock Advisors, LLC	12,705	16.21	12,705	21.02
GPS Wealth Strategies Group, LLC	7,441	16.13	1,641	20.72
Geneos Wealth Management Inc.	2,071	16.42	2,071	20.76
West Bancorporation Inc	1,500	16.00	1,500	21.33
City Holding Co	1,260	15.87	1,260	20.63
Piscataqua Savings Bank	410	17.07	410	21.95

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	7,152	75,574	16.20	68,422	21.00	10.45
GPS Wealth Strategies Group, LLC	5,800	7,441	16.13	1,641	20.72	353.44
Foundations Investment Advisors, LLC	3,129	27,025	17.02	23,896	20.00	13.09
Private Advisor Group, LLC	3,023	43,834	16.20	40,811	21.00	7.41
Stratos Wealth Partners, LTD.	1,113	85,402	16.19	84,289	21.00	1.32
Flagship Harbor Advisors, Llc	928	15,617	16.20	14,689	20.97	6.32
Truist Financial Corp	608	63,447	16.19	62,839	21.01	0.97
Spire Wealth Management	322	27,346	16.20	27,024	21.02	1.19

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Diversified, LLC	14,866	46,566	16.19	61,432	21.00	-24.20
Commonwealth Equity Services, Llc	5,118	32,035	16.17	37,153	20.99	-13.78
Claraphi Advisory Network, LLC	4,257	70,680	16.19	74,937	21.00	-5.68
Shulman DeMeo Asset Management LLC	41	14,293	16.16	14,334	21.00	-0.29

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 3 Institutes closed out their positions

Name	Shares	PPS
Kercheville Advisors, LLC	10,453	21.05
Money Concepts Capital Corp	11,752	21.02
Kestra Private Wealth Services, Llc

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stratos Wealth Partners, LTD.	85,402	16.19	84,289	21.00
Claraphi Advisory Network, LLC	70,680	16.19	74,937	21.00
Truist Financial Corp	63,447	16.19	62,839	21.01
Brinker Capital Investments, LLC	61,313	16.20	61,313	21.01
Diversified, LLC	46,566	16.19	61,432	21.00
Commonwealth Equity Services, Llc	32,035	16.17	37,153	20.99
Spire Wealth Management	27,346	16.20	27,024	21.02
Umb Bank N A/mo	18,179	16.17	18,179	21.01
Shulman DeMeo Asset Management LLC	14,293	16.16	14,334	21.00
Round Rock Advisors, LLC	12,705	16.21	12,705	21.02
GPS Wealth Strategies Group, LLC	7,441	16.13	1,641	20.72
Geneos Wealth Management Inc.	2,071	16.42	2,071	20.76

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
GPS Wealth Strategies Group, LLC	5,800	7,441	16.13	1,641	20.72	353.44
Stratos Wealth Partners, LTD.	1,113	85,402	16.19	84,289	21.00	1.32
Truist Financial Corp	608	63,447	16.19	62,839	21.01	0.97
Spire Wealth Management	322	27,346	16.20	27,024	21.02	1.19

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Diversified, LLC	14,866	46,566	16.19	61,432	21.00	-24.20
Commonwealth Equity Services, Llc	5,118	32,035	16.17	37,153	20.99	-13.78
Claraphi Advisory Network, LLC	4,257	70,680	16.19	74,937	21.00	-5.68
Shulman DeMeo Asset Management LLC	41	14,293	16.16	14,334	21.00	-0.29

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