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	107	46.00	48.36	47.25
Previous Quarter	109	551.00	48.36	181.44

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	1	15	12	0	8	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	1	11	0	8	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
Private Wealth Strategies, L.L.C.	1,365,495	48.36
LPL Financial LLC	1,356,149	48.36
Private Advisor Group, LLC	921,469	40.80
Morgan Stanley	887,110	48.36
Daido Life Insurance Co	549,372	48.36
Beacon Financial Group	414,281	48.94
JD Financial Services Inc.	281,271	50.36
Relative Value Partners Group, LLC	240,392	48.36
Envestnet Asset Management Inc	208,292	48.36
Cetera Advisors LLC	205,733	48.36
Bank Of America Corp /de/	167,242	48.36
Creative Planning	166,552	48.36
AE Wealth Management LLC	130,739	48.36
Wells Fargo & Company/mn	127,002	48.36
Kestra Advisory Services, LLC	121,199	48.36
Avantax Advisory Services, Inc.	116,336	48.38
Garrett Investment Advisors LLC	100,568	48.36
Advisor Group Holdings, Inc.	96,592	62.61
Marietta Wealth Management, LLC	88,692	48.36
Cambridge Investment Research Advisors, Inc.	86,977	40.80

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
Private Wealth Strategies, L.L.C.	1,365,495	48.36
LPL Financial LLC	1,356,149	48.36
Morgan Stanley	887,110	48.36
Daido Life Insurance Co	549,372	48.36
Beacon Financial Group	414,281	48.94
Private Advisor Group, LLC	411,484	48.36
JD Financial Services Inc.	281,271	50.36
Relative Value Partners Group, LLC	240,392	48.36
Envestnet Asset Management Inc	208,292	48.36
Cetera Advisors LLC	205,733	48.36
Bank Of America Corp /de/	167,242	48.36
Creative Planning	166,552	48.36
AE Wealth Management LLC	130,739	48.36
Wells Fargo & Company/mn	127,002	48.36
Kestra Advisory Services, LLC	121,199	48.36
Avantax Advisory Services, Inc.	116,336	48.38
Garrett Investment Advisors LLC	100,568	48.36
Advisor Group Holdings, Inc.	96,592	62.61
Marietta Wealth Management, LLC	88,692	48.36
Cetera Investment Advisers	86,489	48.36

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
S.C. Financial Services, Inc.	6,392	40.83

Recent Quarter 15 Institutes closed out their positions

Name	Shares	PPS
Carroll Financial Associates, Inc.	49,926	50.57
Koshinski Asset Management, Inc.	2,635	48.20
IFP Advisors, Inc	243	49.38
Barclays Plc
Proequities, Inc.
Asset Dedication, LLC
Citadel Advisors Llc
M&t Bank Corp
Allegheny Financial Group LTD
Flow Traders U.s. Llc
Tower Research Capital LLC (TRC)
Walkner Condon Financial Advisors LLC
IHT Wealth Management, LLC
Goldman Sachs Group Inc
Private Ocean, LLC

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	921,469	40.80	411,484	48.36
Cambridge Investment Research Advisors, Inc.	86,977	40.80	78,216	48.37
My Legacy Advisors, LLC	36,816	41.48	14,190	48.34
Global Retirement Partners, LLC	30,850	40.81	4,000	42.75
Herold Advisors, Inc.	24,210	40.77	22,710	48359.97
Kmg Fiduciary Partners, Llc	23,475	40.81	20,932	48.35
ACG Wealth	11,527	40.77	11,526	48.33
Melone Private Wealth, LLC	10,968	42.03	11,135	45.98
Mezzasalma Advisors, LLC	7,250	40.83	7,250	48.41
E&G Advisors, LP	6,875	40.73	6,875	48.29
Sound Income Strategies, LLC	536	41.04	536	48.51
Newbridge Financial Services Group, Inc.	516	40.70	500	48.00

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
Private Advisor Group, LLC	509,985	921,469	40.80	411,484	48.36	123.94
Global Retirement Partners, LLC	26,850	30,850	40.81	4,000	42.75	671.25
My Legacy Advisors, LLC	22,626	36,816	41.48	14,190	48.34	159.45
Cambridge Investment Research Advisors, Inc.	8,761	86,977	40.80	78,216	48.37	11.20
Kmg Fiduciary Partners, Llc	2,543	23,475	40.81	20,932	48.35	12.15
Herold Advisors, Inc.	1,500	24,210	40.77	22,710	48359.97	6.61
Newbridge Financial Services Group, Inc.	16	516	40.70	500	48.00	3.20
ACG Wealth	1	11,527	40.77	11,526	48.33	0.01

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Arkadios Wealth Advisors	1,049	5,666		6,715		-15.62
Melone Private Wealth, LLC	167	10,968	42.03	11,135	45.98	-1.50

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
S.C. Financial Services, Inc.	6,392	40.83

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	2,635	48.20

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	921,469	40.80	411,484	48.36
Cambridge Investment Research Advisors, Inc.	86,977	40.80	78,216	48.37
My Legacy Advisors, LLC	36,816	41.48	14,190	48.34
Global Retirement Partners, LLC	30,850	40.81	4,000	42.75
Herold Advisors, Inc.	24,210	40.77	22,710	48359.97
Kmg Fiduciary Partners, Llc	23,475	40.81	20,932	48.35
ACG Wealth	11,527	40.77	11,526	48.33
Melone Private Wealth, LLC	10,968	42.03	11,135	45.98
Mezzasalma Advisors, LLC	7,250	40.83	7,250	48.41
Sound Income Strategies, LLC	536	41.04	536	48.51
Newbridge Financial Services Group, Inc.	516	40.70	500	48.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	509,985	921,469	40.80	411,484	48.36	123.94
Global Retirement Partners, LLC	26,850	30,850	40.81	4,000	42.75	671.25
My Legacy Advisors, LLC	22,626	36,816	41.48	14,190	48.34	159.45
Cambridge Investment Research Advisors, Inc.	8,761	86,977	40.80	78,216	48.37	11.20
Kmg Fiduciary Partners, Llc	2,543	23,475	40.81	20,932	48.35	12.15
Herold Advisors, Inc.	1,500	24,210	40.77	22,710	48359.97	6.61
Newbridge Financial Services Group, Inc.	16	516	40.70	500	48.00	3.20
ACG Wealth	1	11,527	40.77	11,526	48.33	0.01

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Arkadios Wealth Advisors	1,049	5,666		6,715		-15.62
Melone Private Wealth, LLC	167	10,968	42.03	11,135	45.98	-1.50

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