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	29	14.00	14.01	13.27
Previous Quarter	32	14.00	14.01	14.00

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	10	4	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	1	0	3	0	2	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
Bridge Advisory, LLC	233,518	12.29
Morgan Stanley	170,745	14.01
Stifel Financial Corp	46,316	14.01
Advisor Group Holdings, Inc.	38,799	14.02
Cetera Advisors LLC	25,700	14.01
Cambridge Investment Research Advisors, Inc.	21,765	12.08
Cetera Advisor Networks LLC	19,366	13.99
Wolverine Asset Management Llc	15,827	13.96
UBS Group AG	9,860	14.00
PSI Advisors, LLC	9,158	13.98
City Holding Co	4,117	12.14
Northwestern Mutual Wealth Management Co	3,546	14.10
Bank Of America Corp /de/	3,400	14.12
Prospera Financial Services Inc	2,000	14.00
Montag A & Associates Inc	1,124	14.23
Lee Financial Co	1,064	14.10
Wells Fargo & Company/mn	838	14.32
Geneos Wealth Management Inc.	575	13.91
Selective Wealth Management, Inc.	475	14.74
FNY Investment Advisers, LLC	400	10.00

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
Bridge Advisory, LLC	202,888	14.01
Morgan Stanley	170,745	14.01
Stifel Financial Corp	46,316	14.01
Advisor Group Holdings, Inc.	38,799	14.02
Cetera Advisors LLC	25,700	14.01
Cetera Advisor Networks LLC	19,366	13.99
Cambridge Investment Research Advisors, Inc.	17,140	14.00
Wolverine Asset Management Llc	15,827	13.96
Mid Atlantic Financial Management Inc/adv	11,400	13.51
UBS Group AG	9,860	14.00
PSI Advisors, LLC	9,158	13.98
City Holding Co	4,117	14.09
Northwestern Mutual Wealth Management Co	3,546	14.10
Bank Of America Corp /de/	3,400	14.12
Prospera Financial Services Inc	2,000	14.00
Montag A & Associates Inc	1,124	14.23
Lee Financial Co	1,064	14.10
Wells Fargo & Company/mn	838	14.32
Geneos Wealth Management Inc.	575	13.91
Selective Wealth Management, Inc.	475	14.74

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	18

Recent Quarter 10 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	11,400	13.51
Carroll Financial Associates, Inc.
AdvisorNet Financial, Inc
Citigroup Inc
Commonwealth Equity Services, Llc
Proequities, Inc.
Royal Bank Of Canada
CoreCap Advisors, LLC
Tower Research Capital LLC (TRC)
Addison Advisors LLC

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bridge Advisory, LLC	233,518	12.29	202,888	14.01
Cambridge Investment Research Advisors, Inc.	21,765	12.08	17,140	14.00
City Holding Co	4,117	12.14	4,117	14.09
FNY Investment Advisers, LLC	400	10.00	400	12.50

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
Bridge Advisory, LLC	30,630	233,518	12.29	202,888	14.01	15.10
Cambridge Investment Research Advisors, Inc.	4,625	21,765	12.08	17,140	14.00	26.98

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 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	18

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bridge Advisory, LLC	233,518	12.29	202,888	14.01
Cambridge Investment Research Advisors, Inc.	21,765	12.08	17,140	14.00
FNY Investment Advisers, LLC	400	10.00	400	12.50

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridge Advisory, LLC	30,630	233,518	12.29	202,888	14.01	15.10
Cambridge Investment Research Advisors, Inc.	4,625	21,765	12.08	17,140	14.00	26.98

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