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	210	12.00	11.70	11.66
Previous Quarter	221	79.00	11.70	12.02

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	4	51	15	0	3	6
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	4	9	0	2	2
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
Morgan Stanley	8,616,843	11.70
MORGAN STANLEY	8,066,615
Sit Investment Associates Inc	5,594,528	11.70
SIT INVESTMENT ASSOCIATES INC	5,411,804
Invesco Ltd.	1,657,878	11.70
Guggenheim Capital Llc	1,622,207	11.70
UBS Group AG	1,499,285	11.70
PCEF - Invesco CEF Income Composite ETF	1,441,149	11.72
Bank Of America Corp /de/	967,988	11.70
Chicago Partners Investment Group LLC	888,136	10.28
GIOAX - Guggenheim Macro Opportunities Fund A-Class	791,358	11.70
Arete Wealth Advisors, LLC	503,413	11.70
Advisor Group Holdings, Inc.	484,348	11.88
Cetera Advisor Networks LLC	481,206	11.70
LPL Financial LLC	408,160	11.70
Oak Hill Advisors Lp	403,604	11.70
YYY - Amplify High Income ETF	398,861	10.97
Penserra Capital Management LLC	393,422	11.70
Cohen & Steers, Inc.	391,026	11.70
Stifel Financial Corp	388,456	11.70

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
Morgan Stanley	8,616,843	11.70
Sit Investment Associates Inc	5,594,528	11.70
Invesco Ltd.	1,657,878	11.70
Guggenheim Capital Llc	1,622,207	11.70
UBS Group AG	1,499,285	11.70
PCEF - Invesco CEF Income Composite ETF	1,441,149	11.72
Bank Of America Corp /de/	967,988	11.70
Chicago Partners Investment Group LLC	888,136	10.28
GIOAX - Guggenheim Macro Opportunities Fund A-Class	791,358	11.70
Arete Wealth Advisors, LLC	503,413	11.70
Advisor Group Holdings, Inc.	484,348	11.88
Cetera Advisor Networks LLC	481,206	11.70
LPL Financial LLC	408,160	11.70
Oak Hill Advisors Lp	403,604	11.70
YYY - Amplify High Income ETF	402,746	12.29
Penserra Capital Management LLC	393,422	11.70
Cohen & Steers, Inc.	391,026	11.70
Stifel Financial Corp	388,456	11.70
Howard Wealth Management, Llc	323,563	11.70
Raymond James & Associates	318,720	11.70

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	8,066,615
SIT INVESTMENT ASSOCIATES INC	5,411,804
Wiley Bros.-aintree Capital, Llc	10,107	10.29
Paloma Partners Management Co	1,012

Recent Quarter 51 Institutes closed out their positions

Name	Shares	PPS
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	175,115	13.18
Mid Atlantic Financial Management Inc/adv	72,555	13.18
SIBAX - Sit Balanced Fund	15,700	13.18
Valley National Advisers Inc	3,225	11.78
Investmark Advisory Group LLC	1,067	12.18
Herold Advisors, Inc.	1,000	11700.00
Koshinski Asset Management, Inc.	600	11.67
Advocacy Wealth Management Services, LLC	300	13.33
Baystate Wealth Management LLC
Hollencrest Capital Management
EWG Elevate Inc.
1607 Capital Partners, LLC
Panagora Asset Management Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
We Are One Seven, LLC
Paragon Capital Management Ltd
Bramshill Investments, LLC
Citadel Advisors Llc
Mjp Associates Inc /adv
Zazove Associates Llc
Thomas J. Herzfeld Advisors, Inc.
Barrett Asset Management, LLC
IHT Wealth Management, LLC
Carolinas Wealth Consulting Llc
FourThought Financial, LLC
FNY Investment Advisers, LLC
Cornerstone Advisors Inc
Geneos Wealth Management Inc.
Johnson Bixby & Associates, LLC
Lazard Asset Management Llc
Sowell Financial Services LLC
Wagner Wealth Management, Llc
Jane Street Group, Llc
Dividend Asset Capital, Llc
Centerpoint Advisors, LLC
Nomura Holdings Inc
Arkadios Wealth Advisors
Bbva Usa
Two Sigma Securities, Llc
AdvisorNet Financial, Inc
Wade G W & Inc
Virtu Financial LLC
Strategic Wealth Advisors Group, LLC
Powell Investment Advisors, LLC
Montag A & Associates Inc
CENTRAL TRUST Co
Foresight Wealth Management, LLC
Snowden Capital Advisors LLC
Hrt Financial Lp
Masso Torrence Wealth Management Inc.
Coastal Bridge Advisors, LLC

Recent Quarter 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	398,861	10.97	402,746	12.29
Cambridge Investment Research Advisors, Inc.	108,133	10.33	121,823	11.70
CVY - Invesco Zacks Multi-Asset Income ETF	101,417	10.97	105,268	12.29
Capital Investment Advisors, LLC	38,804	10.33	39,055	11.70
AAINX - Thrivent Opportunity Income Plus Fund Class A	36,716	10.98	36,716	12.28
Flagship Harbor Advisors, Llc	22,297	10.32	21,665	11.68
BerganKDV Wealth Management, LLC	21,220	10.32	21,793	11.70
Marcum Wealth, LLC	13,725	10.35	13,725	11.73
Ford Financial Group, LLC	13,619	10.28	13,472	11.65
PFG Advisors	10,060	10.34	10,060	11.73
AABFX - Thrivent Balanced Income Plus Fund Class A	7,237	10.92	6,637	12.35
Allworth Financial LP	3,220	10.25	3,220	11.80
Optimum Investment Advisors	2,500	10.40	2,500	11.60
Sound Income Strategies, LLC	2,260	10.18	2,260	11.50
M&r Capital Management Inc	1,000	10.00	1,400	11.43

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
Flagship Harbor Advisors, Llc	632	22,297	10.32	21,665	11.68	2.92
AABFX - Thrivent Balanced Income Plus Fund Class A	600	7,237	10.92	6,637	12.35	9.04
Ford Financial Group, LLC	147	13,619	10.28	13,472	11.65	1.09

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	13,690	108,133	10.33	121,823	11.70	-11.24
YYY - Amplify High Income ETF	3,885	398,861	10.97	402,746	12.29	-0.96
CVY - Invesco Zacks Multi-Asset Income ETF	3,851	101,417	10.97	105,268	12.29	-3.66
BerganKDV Wealth Management, LLC	573	21,220	10.32	21,793	11.70	-2.63
M&r Capital Management Inc	400	1,000	10.00	1,400	11.43	-28.57
Capital Investment Advisors, LLC	251	38,804	10.33	39,055	11.70	-0.64

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 4 Institutes closed out their positions

Name	Shares	PPS
Valley National Advisers Inc	3,225	11.78
Herold Advisors, Inc.	1,000	11700.00
Koshinski Asset Management, Inc.	600	11.67
Investmark Advisory Group LLC	1,067	12.18

Past Week 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	108,133	10.33	121,823	11.70
Flagship Harbor Advisors, Llc	22,297	10.32	21,665	11.68
BerganKDV Wealth Management, LLC	21,220	10.32	21,793	11.70
Marcum Wealth, LLC	13,725	10.35	13,725	11.73
Ford Financial Group, LLC	13,619	10.28	13,472	11.65
PFG Advisors	10,060	10.34	10,060	11.73
Allworth Financial LP	3,220	10.25	3,220	11.80
Optimum Investment Advisors	2,500	10.40	2,500	11.60
Sound Income Strategies, LLC	2,260	10.18	2,260	11.50

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
Flagship Harbor Advisors, Llc	632	22,297	10.32	21,665	11.68	2.92
Ford Financial Group, LLC	147	13,619	10.28	13,472	11.65	1.09

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	13,690	108,133	10.33	121,823	11.70	-11.24
BerganKDV Wealth Management, LLC	573	21,220	10.32	21,793	11.70	-2.63

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