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 19 27.00 27.17 23.54
Previous Quarter 22 28.00 27.18 26.86

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 5 1 0 1 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 0 1 0 0 0 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

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
LifeGuide Financial Advisors, LLC 46,879 27.18
Envestnet Asset Management Inc 25,418 27.19
Private Capital Management, LLC 20,500 27.17
Jane Street Group, Llc 18,887 27.16
Susquehanna International Group, Llp 18,585 27.17
Virtu Financial LLC 13,453 27.21
Flow Traders U.s. Llc 11,431 27.21
Advisor Group Holdings, Inc. 2,735 27.06
UBS Group AG 1,659 27.12
Cutler Group LP 1,500 1.33
Spire Wealth Management 1,100 27.27
Toth Financial Advisory Corp 610 27.87
Cutler Group LP 600 5.00
Morgan Stanley 595 26.89
Captrust Financial Advisors 57 35.09
Simplex Trading, Llc 8
Silverleafe Capital Partners, LLC 0
Bullseye Investment Management, LLC 0
Cutler Group LP 0
Old Mission Capital Llc 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Spire Wealth Management 1,100 27.27
Silverleafe Capital Partners, LLC
Bullseye Investment Management, LLC
Proequities, Inc.
Old Mission Capital Llc
Name Current Shares Current PPS Previous Shares Previous PPS
LifeGuide Financial Advisors, LLC 53,023 16.56 46,879 27.18
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
LifeGuide Financial Advisors, LLC 6,144 53,023 16.56 46,879 27.18 13.11
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Spire Wealth Management 1,100 27.27
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name