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 58 22.00 21.61 21.69
Previous Quarter 61 22.00 21.61 21.69

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 16 0 0 0 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
Morgan Stanley 410,434 21.60
CIBC World Markets Inc. 330,872 21.60
Sepio Capital, LP 199,883 21.60
Jane Street Group, Llc 142,479 21.60
AGOX - Adaptive Growth Opportunities ETF 69,272 22.17
Cavalier Investments, LLC 69,272 21.60
Marotta Asset Management 67,950 21.60
Accuvest Global Advisors 60,573 21.59
Equitable Holdings, Inc. 59,437 21.60
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 59,437 21.60
Kovitz Investment Group Partners, LLC 57,760 21.61
Zacks Investment Management 53,634 21.61
HAP Trading, LLC 48,891 21.60
Raymond James & Associates 45,131 21.60
Millburn Ridgefield Corp 40,941 21.59
MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 40,914 21.61
Catalyst Capital Advisors LLC 40,914 21.61
Susquehanna International Group, Llp 33,523 25.45
UBS Group AG 25,419 21.60
AE Wealth Management LLC 25,267 21.61

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 410,434 21.60
CIBC World Markets Inc. 330,872 21.60
Sepio Capital, LP 199,883 21.60
Jane Street Group, Llc 142,479 21.60
Cavalier Investments, LLC 69,272 21.60
AGOX - Adaptive Growth Opportunities ETF 69,272 22.17
Marotta Asset Management 67,950 21.60
Accuvest Global Advisors 60,573 21.59
Equitable Holdings, Inc. 59,437 21.60
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 59,437 21.60
Kovitz Investment Group Partners, LLC 57,760 21.61
Zacks Investment Management 53,634 21.61
HAP Trading, LLC 48,891 21.60
Raymond James & Associates 45,131 21.60
Millburn Ridgefield Corp 40,941 21.59
Catalyst Capital Advisors LLC 40,914 21.61
MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 40,914 21.61
Susquehanna International Group, Llp 33,523 25.45
UBS Group AG 25,419 21.60
AE Wealth Management LLC 25,267 21.61

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Contravisory Investment Management, Inc. 16,107 21.61
HighTower Advisors, LLC
Advisory Services Network, LLC
Citigroup Inc
Peak Financial Advisors Llc
Ironwood Financial, llc
Bank Of Montreal /can/
Jpmorgan Chase & Co
SYMIX - AlphaCentric Symmetry Strategy Fund Class I
Ameriprise Financial Inc
Fmr Llc
Old Mission Capital Llc
Proequities, Inc.
Millennium Management Llc
Mount Lucas Management LP
Flow Traders U.s. Llc
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Contravisory Investment Management, Inc. 16,107 21.61
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