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	10.00	10.41	10.41
Previous Quarter	78	10.00	10.41	10.46

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	18	6	1	4	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	1	0	4	1	3	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	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
FIRST TRUST PORTFOLIOS LP	2,050,471
Raymond James Financial Services Advisors, Inc.	1,692,649
Invesco Ltd.	509,406	10.41
Raymond James & Associates	360,887	10.41
Ameriprise Financial Inc	273,641	10.41
Rivernorth Capital Management, Llc	260,260	10.25
Morgan Stanley	256,271	10.41
Royal Bank Of Canada	234,655	10.41
PCEF - Invesco CEF Income Composite ETF	208,355	11.13
Stifel Financial Corp	187,425	10.41
Raymond James Financial Services Advisors, Inc.	176,288	10.41
Shaker Financial Services, LLC	169,978	10.41
Advisor Group Holdings, Inc.	166,863	10.40
Wolverine Asset Management Llc	158,943	10.41
Cohen & Steers, Inc.	143,767	10.41
Sit Investment Associates Inc	103,812	10.41
Northwestern Mutual Wealth Management Co	103,074	10.41
Landscape Capital Management, L.l.c.	101,906	10.41
UBS Group AG	99,743	10.42
Parametric Portfolio Associates Llc	89,721	10.41

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
Invesco Ltd.	509,406	10.41
Raymond James & Associates	360,887	10.41
Ameriprise Financial Inc	273,641	10.41
Rivernorth Capital Management, Llc	260,260	10.25
Morgan Stanley	256,271	10.41
Royal Bank Of Canada	234,655	10.41
PCEF - Invesco CEF Income Composite ETF	208,355	11.13
Stifel Financial Corp	187,425	10.41
Raymond James Financial Services Advisors, Inc.	176,288	10.41
Shaker Financial Services, LLC	169,978	10.41
Advisor Group Holdings, Inc.	166,863	10.40
Wolverine Asset Management Llc	158,943	10.41
Cohen & Steers, Inc.	143,767	10.41
Sit Investment Associates Inc	103,812	10.41
Northwestern Mutual Wealth Management Co	103,074	10.41
Landscape Capital Management, L.l.c.	101,906	10.41
UBS Group AG	99,743	10.42
Parametric Portfolio Associates Llc	89,721	10.41
Bank Of America Corp /de/	89,139	10.41
Fiera Capital Corp	88,187	10.41

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	2,050,471
Arkadios Wealth Advisors	11,228

Recent Quarter 18 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	20,400	13.53
Carroll Financial Associates, Inc.	20
Panagora Asset Management Inc
Jane Street Group, Llc
Citigroup Inc
CTC Capital Management, LLC
David J Yvars Group
Proequities, Inc.
WASHINGTON TRUST Co
TD Capital Management LLC
Confluence Wealth Services, Inc.
Atlas Private Wealth Advisors
CoreCap Advisors, LLC
Gradient Investments LLC
Kestra Advisory Services, LLC
RPG Investment Advisory, LLC
Two Sigma Securities, Llc
Sowell Financial Services LLC

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Raymond James Financial Services Advisors, Inc.	1,692,649		176,288	10.41
Capital Investment Advisors, LLC	67,770	9.58	72,623	10.41
Cambridge Investment Research Advisors, Inc.	38,429	9.58	36,805	10.41
Uncommon Cents Investing LLC	38,325	9.58	38,325	10.41
Private Advisor Group, LLC	29,119	9.58	27,119	10.40
FNY Investment Advisers, LLC	1,000	9.00	1,000	10.00

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Raymond James Trust N.a.	11,041	9.60	0

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Raymond James Financial Services Advisors, Inc.	1,516,361	1,692,649		176,288	10.41	860.16
Raymond James Trust N.a.	11,041	11,041	9.60	0		0.00
Private Advisor Group, LLC	2,000	29,119	9.58	27,119	10.40	7.37
Cambridge Investment Research Advisors, Inc.	1,624	38,429	9.58	36,805	10.41	4.41

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Capital Investment Advisors, LLC	4,853	67,770	9.58	72,623	10.41	-6.68

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
Arkadios Wealth Advisors	11,228

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	38,429	9.58	36,805	10.41
Uncommon Cents Investing LLC	38,325	9.58	38,325	10.41
Private Advisor Group, LLC	29,119	9.58	27,119	10.40
FNY Investment Advisers, LLC	1,000	9.00	1,000	10.00

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Raymond James Trust N.a.	11,041	9.60	0

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Raymond James Trust N.a.	11,041	11,041	9.60	0		0.00
Private Advisor Group, LLC	2,000	29,119	9.58	27,119	10.40	7.37
Cambridge Investment Research Advisors, Inc.	1,624	38,429	9.58	36,805	10.41	4.41

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