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	220	3.00	3.38	3.36
Previous Quarter	235	3.00	3.38	3.42

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	3	59	27	0	7	7
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	2	3	14	0	2	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
Allspring Global Investments Holdings, LLC	4,317,040	3.38
PCEF - Invesco CEF Income Composite ETF	3,986,435	3.49
Invesco Ltd.	3,865,991	3.38
Parametric Portfolio Associates Llc	3,803,830	3.38
Royal Bank Of Canada	3,280,926	3.38
YYY - Amplify High Income ETF	2,986,527	3.20
Penserra Capital Management LLC	2,945,780	3.38
Terril Brothers, Inc.	2,396,033	3.38
LPL Financial LLC	2,328,986	3.38
Wells Fargo & Company/mn	1,687,096	3.38
Penn Mutual Asset Management, LLC	1,503,855	3.38
Evergreen Capital Management Llc	1,378,903	3.38
Shaker Financial Services, LLC	1,165,129	3.38
Almitas Capital LLC	1,011,483	3.38
UBS Group AG	986,003	3.38
Bank Of America Corp /de/	971,080	3.38
Citadel Advisors Llc	965,101	3.38
Advisor Group Holdings, Inc.	831,853	3.38
Evanson Asset Management, LLC	817,984	2.92
Morgan Stanley	800,383	3.38

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
Allspring Global Investments Holdings, LLC	4,317,040	3.38
PCEF - Invesco CEF Income Composite ETF	3,986,435	3.49
Invesco Ltd.	3,865,991	3.38
Parametric Portfolio Associates Llc	3,803,830	3.38
Royal Bank Of Canada	3,280,926	3.38
YYY - Amplify High Income ETF	3,015,632	3.68
Penserra Capital Management LLC	2,945,780	3.38
Terril Brothers, Inc.	2,396,033	3.38
LPL Financial LLC	2,328,986	3.38
Wells Fargo & Company/mn	1,687,096	3.38
Penn Mutual Asset Management, LLC	1,503,855	3.38
Evergreen Capital Management Llc	1,378,903	3.38
Shaker Financial Services, LLC	1,165,129	3.38
Almitas Capital LLC	1,011,483	3.38
UBS Group AG	986,003	3.38
Bank Of America Corp /de/	971,080	3.38
Citadel Advisors Llc	965,101	3.38
Advisor Group Holdings, Inc.	831,853	3.38
Evanson Asset Management, LLC	819,462	3.38
Morgan Stanley	800,383	3.38

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
PMAIX - Pioneer Multi-Asset Income Fund : Class A	39,402	3.20
Truist Financial Corp	10,097	2.87
TCI Wealth Advisors, Inc.	10,000	2.90

Recent Quarter 59 Institutes closed out their positions

Name	Shares	PPS
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF	491,362	4.15
Mid Atlantic Financial Management Inc/adv	204,521	4.15
Exane Derivatives	21,961	3.37
Stratos Wealth Advisors, LLC	21,272	3.38
Wealth Quarterback LLC	19,758
Boenning & Scattergood, Inc.	14,396	3.40
Spectrum Asset Management, Inc. (NB/CA)	11,207	3.39
Cascadia Advisory Services, LLC	10,265	4.19
Newport Wealth Strategies, Inc.	10,000	4.20
Money Concepts Capital Corp	5,000	3.40
Carroll Financial Associates, Inc.	1,735	3.46
Gradient Investments LLC	1,671	3.59
Millennium Management Llc
Key FInancial Inc
Brown Advisory Securities, LLC
Newbridge Financial Services Group, Inc.
Emerald Investment Partners, Llc
Lenox Wealth Advisors, LLC
Jane Street Group, Llc
Thomas J. Herzfeld Advisors, Inc.
Two Sigma Securities, Llc
Ahrens Investment Partners LLC
Baystate Wealth Management LLC
Liberty Wealth Management Llc
Golden State Equity Partners
Golden State Wealth Management, LLC
Anfield Capital Management, LLC
Mengis Capital Management, Inc.
Virtu Financial LLC
Citigroup Inc
Keudell/Morrison Wealth Management
Pring Turner Capital Group Inc
Thompson Davis & Co., Inc.
Arkadios Wealth Advisors
Retirement Planning Co of New England, Inc.
Kestra Advisory Services, LLC
Bar Harbor Trust Services
Motco
McGowan Group Asset Management, Inc.
Almanack Investment Partners, LLC.
J.w. Cole Advisors, Inc.
Sowell Financial Services LLC
HBC Financial Services, PLLC
Weiss Asset Management LP
Sit Investment Associates Inc
Brookstone Capital Management
Moseley Investment Management Inc
Hrt Financial Lp
Paradigm Financial Partners, Llc
BerganKDV Wealth Management, LLC
Wetherby Asset Management Inc
Nomura Holdings Inc
Atlas Private Wealth Advisors
Claraphi Advisory Network, LLC
Ritholtz Wealth Management
Sandy Spring Bank
FNY Investment Advisers, LLC
Advisor Resource Council
Truvestments Capital Llc

Recent Quarter 27 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	2,986,527	3.20	3,015,632	3.68
Evanson Asset Management, LLC	817,984	2.92	819,462	3.38
Commonwealth Equity Services, Llc	737,766	2.92	732,291	3.38
AdvisorNet Financial, Inc	652,841	2.92	426,865	3.38
Special Opportunities Fund, Inc.	468,897	2.92	468,897	3.38
Private Advisor Group, LLC	217,178	2.92	192,399	3.38
Cambridge Investment Research Advisors, Inc.	103,145	2.92	69,038	3.37
Integrated Investment Consultants, LLC	100,000	2.92	100,000	3.38
Martin Capital Partners, LLC	99,352	2.92	103,097	3.38
AAINX - Thrivent Opportunity Income Plus Fund Class A	83,694	3.20	83,694	3.68
Integrated Capital Management, Inc.	65,547	2.91	58,675	3.37
TFG Advisers LLC	56,089	2.92	114,947	3.38
Hanson & Doremus Investment Management	40,073	2.92	40,073	3.37
Wedbush Securities Inc	35,446	2.93	38,399	3.39
Everett Harris & Co /ca/	18,952	2.90	18,952	3.38
AABFX - Thrivent Balanced Income Plus Fund Class A	18,316	3.22	15,316	3.66
PFG Advisors	16,871	2.90	16,871	3.38
Compass Advisory Group LLC	12,801	2.89	12,479	3.37
Stratos Wealth Partners, LTD.	12,225	2.94	16,455	3.40
Global Retirement Partners, LLC	8,000	2.88	8,000	3.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
AdvisorNet Financial, Inc	225,976	652,841	2.92	426,865	3.38	52.94
Cambridge Investment Research Advisors, Inc.	34,107	103,145	2.92	69,038	3.37	49.40
Private Advisor Group, LLC	24,779	217,178	2.92	192,399	3.38	12.88
Integrated Capital Management, Inc.	6,872	65,547	2.91	58,675	3.37	11.71
Commonwealth Equity Services, Llc	5,475	737,766	2.92	732,291	3.38	0.75
AABFX - Thrivent Balanced Income Plus Fund Class A	3,000	18,316	3.22	15,316	3.66	19.59
Compass Advisory Group LLC	322	12,801	2.89	12,479	3.37	2.58

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
TFG Advisers LLC	58,858	56,089	2.92	114,947	3.38	-51.20
YYY - Amplify High Income ETF	29,105	2,986,527	3.20	3,015,632	3.68	-0.97
Stratos Wealth Partners, LTD.	4,230	12,225	2.94	16,455	3.40	-25.71
Martin Capital Partners, LLC	3,745	99,352	2.92	103,097	3.38	-3.63
Wedbush Securities Inc	2,953	35,446	2.93	38,399	3.39	-7.69
Evanson Asset Management, LLC	1,478	817,984	2.92	819,462	3.38	-0.18
Spire Wealth Management	516	5,516	2.90	6,032	3.32	-8.55

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 2 New Institutes added position

Name	Shares	PPS
Truist Financial Corp	10,097	2.87
TCI Wealth Advisors, Inc.	10,000	2.90

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Kestra Advisory Services, LLC
Money Concepts Capital Corp	5,000	3.40
Stratos Wealth Advisors, LLC	21,272	3.38

Past Week 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	737,766	2.92	732,291	3.38
Special Opportunities Fund, Inc.	468,897	2.92	468,897	3.38
Integrated Investment Consultants, LLC	100,000	2.92	100,000	3.38
Integrated Capital Management, Inc.	65,547	2.91	58,675	3.37
TFG Advisers LLC	56,089	2.92	114,947	3.38
Hanson & Doremus Investment Management	40,073	2.92	40,073	3.37
Wedbush Securities Inc	35,446	2.93	38,399	3.39
Everett Harris & Co /ca/	18,952	2.90	18,952	3.38
Stratos Wealth Partners, LTD.	12,225	2.94	16,455	3.40
Hexagon Capital Partners LLC	5,566	2.87	5,566	3.41
Spire Wealth Management	5,516	2.90	6,032	3.32
Byrne Asset Management LLC	3,000	3.00	3,000	3.33
Umb Bank N A/mo	2,800	2.86	2,800	3.21
Geneos Wealth Management Inc.	1,880	2.66	1,880	3.19

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
Integrated Capital Management, Inc.	6,872	65,547	2.91	58,675	3.37	11.71
Commonwealth Equity Services, Llc	5,475	737,766	2.92	732,291	3.38	0.75

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
TFG Advisers LLC	58,858	56,089	2.92	114,947	3.38	-51.20
Stratos Wealth Partners, LTD.	4,230	12,225	2.94	16,455	3.40	-25.71
Wedbush Securities Inc	2,953	35,446	2.93	38,399	3.39	-7.69
Spire Wealth Management	516	5,516	2.90	6,032	3.32	-8.55

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