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	64	29.00	30.13	27.24
Previous Quarter	73	29.00	30.13	27.56

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	23	4	0	3	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	1	4	0	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
Advisors Asset Management, Inc.	265,695	30.13
Ahrens Investment Partners LLC	166,273	30.13
J.w. Cole Advisors, Inc.	164,290	0.03
UBS Group AG	135,637	30.13
First Trust Advisors Lp	132,585	30.13
LPL Financial LLC	126,622	30.13
Formidable Asset Management, LLC	92,018	30.14
Morgan Stanley	91,618	30.13
Bank Of America Corp /de/	75,798	30.13
Guggenheim Capital Llc	69,914	30.14
Raymond James & Associates	50,706	30.13
Ameriprise Financial Inc	46,388	30.14
Wells Fargo & Company/mn	45,847	30.12
FCEF - First Trust CEF Income Opportunity ETF	45,113	28.51
Cambridge Investment Research Advisors, Inc.	40,911	22.12
Advisor Group Holdings, Inc.	39,910	30.14
Invesco Ltd.	31,203	30.13
Royal Bank Of Canada	30,485	30.15
Raymond James Financial Services Advisors, Inc.	26,921	30.13
Pnc Financial Services Group, Inc.	25,329	30.08

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
Advisors Asset Management, Inc.	265,695	30.13
Ahrens Investment Partners LLC	166,273	30.13
J.w. Cole Advisors, Inc.	164,290	0.03
UBS Group AG	135,637	30.13
First Trust Advisors Lp	132,585	30.13
LPL Financial LLC	126,622	30.13
Formidable Asset Management, LLC	92,018	30.14
Morgan Stanley	91,618	30.13
Bank Of America Corp /de/	75,798	30.13
Guggenheim Capital Llc	69,914	30.14
Raymond James & Associates	50,706	30.13
Ameriprise Financial Inc	46,388	30.14
Wells Fargo & Company/mn	45,847	30.12
FCEF - First Trust CEF Income Opportunity ETF	45,113	28.51
Advisor Group Holdings, Inc.	39,910	30.14
Cambridge Investment Research Advisors, Inc.	39,833	30.13
Invesco Ltd.	31,203	30.13
Royal Bank Of Canada	30,485	30.15
Cohen & Steers Closed-end Opportunity Fund, Inc.	29,792	30.14
Raymond James Financial Services Advisors, Inc.	26,921	30.13

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Private Advisor Group, LLC	21,243	22.12

Recent Quarter 23 Institutes closed out their positions

Name	Shares	PPS
Cohen & Steers Closed-end Opportunity Fund, Inc.	29,792	30.14
RWM Asset Management, LLC	3,000	30.00
Parallel Advisors, LLC	1,196	30.10
Citigroup Inc
Shaker Financial Services, LLC
1607 Capital Partners, LLC
Mid Atlantic Financial Management Inc/adv
Arkadios Wealth Advisors
FNY Investment Advisers, LLC
AdvisorNet Financial, Inc
Advisory Services Network, LLC
Fmr Llc
City Of London Investment Management Co Ltd
Commerce Bank
Keel Point, LLC
Harbour Investments, Inc.
Syverson Strege & Co
David J Yvars Group
Strategic Asset Management, LLC
Institutional & Family Asset Management, Llc
Cohen & Steers, Inc.
Trustcore Financial Services, Llc
Proequities, Inc.

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	40,911	22.12	39,833	30.13
Joel Isaacson & Co., LLC	13,541	22.08	13,505	27.25
Koshinski Asset Management, Inc.	10,790		10,790	30.12
Allworth Financial LP	795	22.64	790	30.38

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	1,078	40,911	22.12	39,833	30.13	2.71
Joel Isaacson & Co., LLC	36	13,541	22.08	13,505	27.25	0.27
Allworth Financial LP	5	795	22.64	790	30.38	0.63

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
Private Advisor Group, LLC	21,243	22.12

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
RWM Asset Management, LLC	3,000	30.00

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	40,911	22.12	39,833	30.13
Joel Isaacson & Co., LLC	13,541	22.08	13,505	27.25
Koshinski Asset Management, Inc.	10,790		10,790	30.12
Allworth Financial LP	795	22.64	790	30.38

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	1,078	40,911	22.12	39,833	30.13	2.71
Joel Isaacson & Co., LLC	36	13,541	22.08	13,505	27.25	0.27
Allworth Financial LP	5	795	22.64	790	30.38	0.63

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