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	147	10.00	10.20	9.97
Previous Quarter	160	10.00	10.20	10.11

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	0	39	12	0	5	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	2	11	0	5	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/	3,513,284	10.20
Raymond James & Associates	2,042,718	10.20
Morgan Stanley	1,907,775	10.20
Guggenheim Capital Llc	1,149,965	10.20
PCEF - Invesco CEF Income Composite ETF	1,077,384	10.24
Invesco Ltd.	955,954	10.20
Commonwealth Equity Services, Llc	804,240	10.20
Royal Bank Of Canada	781,396	10.20
Baird Financial Group, Inc.	766,142	10.20
Cambridge Investment Research Advisors, Inc.	680,881	8.31
Advisors Asset Management, Inc.	524,099	10.20
Centaurus Financial, Inc.	487,452	10.20
UBS Group AG	390,071	10.20
SAM Advisors, LLC	372,274	7.79
Ameriprise Financial Inc	371,687	10.20
Uniplan Investment Counsel, Inc.	339,869	10.20
Raymond James Financial Services Advisors, Inc.	318,095	10.20
LPL Financial LLC	282,662	10.20
Advisor Group Holdings, Inc.	271,393	10.20
Envestnet Asset Management Inc	244,402	10.20

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/	3,513,284	10.20
Raymond James & Associates	2,042,718	10.20
Morgan Stanley	1,907,775	10.20
Guggenheim Capital Llc	1,149,965	10.20
PCEF - Invesco CEF Income Composite ETF	1,077,384	10.24
Invesco Ltd.	955,954	10.20
Commonwealth Equity Services, Llc	804,240	10.20
Royal Bank Of Canada	781,396	10.20
Baird Financial Group, Inc.	766,142	10.20
Cambridge Investment Research Advisors, Inc.	689,937	10.20
Advisors Asset Management, Inc.	524,099	10.20
Centaurus Financial, Inc.	487,452	10.20
UBS Group AG	390,071	10.20
Ameriprise Financial Inc	371,687	10.20
SAM Advisors, LLC	369,263	9.71
Uniplan Investment Counsel, Inc.	339,869	10.20
Raymond James Financial Services Advisors, Inc.	318,095	10.20
LPL Financial LLC	282,662	10.20
Advisor Group Holdings, Inc.	271,393	10.20
Envestnet Asset Management Inc	244,402	10.20

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
Weather Gauge Advisory, LLC	44,063	10.80
OTA Financial Group L.P.	27,899	10.18
Mid Atlantic Financial Management Inc/adv	20,200	10.79
Ameritas Investment Corp	16,504
Worth Asset Management, LLC	4,020	8.21
Piscataqua Savings Bank	1,500	10.00
Gladstone Institutional Advisory LLC
Proequities, Inc.
Heron Bay Capital Management
Jane Street Group, Llc
Emerald Investment Partners, Llc
Alpha Cubed Investments, LLC
Confluence Wealth Services, Inc.
Huntington National Bank
AE Wealth Management LLC
Ameritas Advisory Services, LLC
Atlas Private Wealth Advisors
Clear Perspective Advisors, LLC
Private Harbour Investment Management & Counsel, LLC
Capital Analysts, Inc.
Hendershot Investments Inc.
Spire Wealth Management
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
Siena Capital Llc
Snowden Capital Advisors LLC
CoreCap Advisors, LLC
Enterprise Financial Services Corp
Accel Wealth Management
Cornerstone Advisors Inc
Patriot Financial Group Insurance Agency, LLC
Sentinel Pension Advisors Inc
Buckingham Strategic Partners
Wagner Wealth Management, Llc
Jones Financial Companies Lllp
Tower Research Capital LLC (TRC)
Bank Of Montreal /can/
Stonebridge Financial Planning Group, LLC
Widmann Financial Services, Inc.
Cohen & Steers, Inc.

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	680,881	8.31	689,937	10.20
SAM Advisors, LLC	372,274	7.79	369,263	9.71
Cohen Klingenstein LLC	234,866	8.31	234,866	10.20
Arkadios Wealth Advisors	161,166	0.01	184,464	0.01
Private Advisor Group, LLC	131,313	8.31	124,223	10.20
Youngs Advisory Group, Inc.	81,645	8.30	85,485	10.20
Flagship Harbor Advisors, Llc	73,628	8.31	68,628	10.20
Rothschild Investment Corp /il	34,222	8.30	34,472	10.21
Gofen & Glossberg Llc /il/	21,000	8.29	21,000	10.14
SOA Wealth Advisors, LLC.	2,207	8.16	2,185	10.07
Allworth Financial LP	687	8.73	184	10.87
Trust Co	520	7.69	520	9.62

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	7,090	131,313	8.31	124,223	10.20	5.71
Flagship Harbor Advisors, Llc	5,000	73,628	8.31	68,628	10.20	7.29
SAM Advisors, LLC	3,011	372,274	7.79	369,263	9.71	0.82
Allworth Financial LP	503	687	8.73	184	10.87	273.37
SOA Wealth Advisors, LLC.	22	2,207	8.16	2,185	10.07	1.01

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Arkadios Wealth Advisors	23,298	161,166	0.01	184,464	0.01	-12.63
Cambridge Investment Research Advisors, Inc.	9,056	680,881	8.31	689,937	10.20	-1.31
Youngs Advisory Group, Inc.	3,840	81,645	8.30	85,485	10.20	-4.49
Rothschild Investment Corp /il	250	34,222	8.30	34,472	10.21	-0.73

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 2 Institutes closed out their positions

Name	Shares	PPS
Piscataqua Savings Bank	1,500	10.00
OTA Financial Group L.P.	27,899	10.18

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	680,881	8.31	689,937	10.20
SAM Advisors, LLC	372,274	7.79	369,263	9.71
Cohen Klingenstein LLC	234,866	8.31	234,866	10.20
Arkadios Wealth Advisors	161,166	0.01	184,464	0.01
Private Advisor Group, LLC	131,313	8.31	124,223	10.20
Youngs Advisory Group, Inc.	81,645	8.30	85,485	10.20
Flagship Harbor Advisors, Llc	73,628	8.31	68,628	10.20
Rothschild Investment Corp /il	34,222	8.30	34,472	10.21
Gofen & Glossberg Llc /il/	21,000	8.29	21,000	10.14
SOA Wealth Advisors, LLC.	2,207	8.16	2,185	10.07
Allworth Financial LP	687	8.73	184	10.87

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	7,090	131,313	8.31	124,223	10.20	5.71
Flagship Harbor Advisors, Llc	5,000	73,628	8.31	68,628	10.20	7.29
SAM Advisors, LLC	3,011	372,274	7.79	369,263	9.71	0.82
Allworth Financial LP	503	687	8.73	184	10.87	273.37
SOA Wealth Advisors, LLC.	22	2,207	8.16	2,185	10.07	1.01

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Arkadios Wealth Advisors	23,298	161,166	0.01	184,464	0.01	-12.63
Cambridge Investment Research Advisors, Inc.	9,056	680,881	8.31	689,937	10.20	-1.31
Youngs Advisory Group, Inc.	3,840	81,645	8.30	85,485	10.20	-4.49
Rothschild Investment Corp /il	250	34,222	8.30	34,472	10.21	-0.73

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