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	169	33.00	32.81	33.01
Previous Quarter	173	33.00	32.81	32.91

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	20	1	20	4	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	0	1	0	1	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	216,935	2.64	19.58	648,576	7.88	32.81
Previous Quarter	129,464	1.57	32.80	648,576	7.88	32.81

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
Banc Funds Co Llc	514,871	32.81
Dimensional Fund Advisors Lp	475,540	32.81
DIMENSIONAL FUND ADVISORS LP	465,166
BANC FUNDS CO LLC	440,610
Manufacturers Life Insurance Company, The	346,483	32.81
First Business Financial Services, Inc.	342,963	32.81
Vanguard Group Inc	325,577	32.81
Pacific Ridge Capital Partners, LLC	303,570	32.81
M3F, Inc.	245,614	32.81
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	228,040	32.81
Renaissance Technologies Llc	215,665	32.81
FRBAX - Regional Bank Fund Class A	193,399	34.67
Fourthstone LLC	169,616	32.81
Alliancebernstein L.p.	139,108	32.81
Millennium Management Llc	138,718	32.81
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	135,281	34.67
Franklin Resources Inc	133,500	32.81
FVRMX - Franklin Microcap Value Fund Advisor Class	133,500	34.67
Cutler Capital Management, LLC	132,600	32.81
BlackRock Inc.	126,725	32.81

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
Banc Funds Co Llc	514,871	32.81
Dimensional Fund Advisors Lp	475,540	32.81
Manufacturers Life Insurance Company, The	346,483	32.81
First Business Financial Services, Inc.	342,963	32.81
Vanguard Group Inc	325,577	32.81
Pacific Ridge Capital Partners, LLC	303,570	32.81
M3F, Inc.	245,614	32.81
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	228,040	32.81
Renaissance Technologies Llc	215,665	32.81
FRBAX - Regional Bank Fund Class A	193,399	33.68
Fourthstone LLC	169,616	32.81
FVRMX - Franklin Microcap Value Fund Advisor Class	145,900	33.68
Alliancebernstein L.p.	139,108	32.81
Millennium Management Llc	138,718	32.81
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	135,281	33.68
Franklin Resources Inc	133,500	32.81
Cutler Capital Management, LLC	132,600	32.81
BlackRock Inc.	126,725	32.81
River Oaks Capital LLC	125,700	32.81
Bhz Capital Management, Lp	121,793	32.81

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
DIMENSIONAL FUND ADVISORS LP	465,166
BANC FUNDS CO LLC	440,610
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	26	38.46

Recent Quarter 20 Institutes closed out their positions

Name	Shares	PPS
QABA - First Trust NASDAQ ABA Community Bank Index Fund	3,690	28.73
Parametric Portfolio Associates Llc
Jump Financial, LLC
Zebra Capital Management LLC
Quadrature Capital Ltd
Tibra Equities Europe Ltd
Panagora Asset Management Inc
New York State Common Retirement Fund
Marshall Wace, Llp
Bailard, Inc.
Deutsche Bank Ag\
Optiver Holding B.V.
Kowal Investment Group, LLC
Ergoteles LLC
Arrowstreet Capital, Limited Partnership
Nicolet Advisory Services, Llc
Hrt Financial Lp
Trexquant Investment LP
Basswood Capital Management, L.l.c.
Winton Capital Group Ltd

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	34,525	31.19	29,195	32.81

Recent Quarter 20 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FRBAX - Regional Bank Fund Class A	193,399	34.67	193,399	33.68
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	135,281	34.67	135,281	33.68
FVRMX - Franklin Microcap Value Fund Advisor Class	133,500	34.67	145,900	33.68
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	59,221	34.67	53,086	33.68
DFSTX - U.s. Small Cap Portfolio - Institutional Class	54,908	34.68	54,908	33.67
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	48,367	34.67	48,367	33.68
DFAT - Dimensional U.S. Targeted Value ETF	32,510	34.67	26,353	33.70
PJARX - SmallCap Value Fund II R-3	20,349	34.65	20,349	33.66
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	19,875	34.67	19,875	33.66
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	16,313	34.70	16,313	33.65
DFAS - Dimensional U.S. Small Cap ETF	12,183	34.64	12,183	33.65
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	8,680	34.68	8,680	33.64
COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund	7,500	34.67	7,500	33.73
DFAC - Dimensional U.S. Core Equity 2 ETF	6,819	34.61	6,819	33.73
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	2,566	34.68	1,519	33.57
SWTSX - Schwab Total Stock Market Index Fund	2,369	34.61	2,369	33.77
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	1,650	34.55	1,650	33.94
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	1,369	34.33	1,369	33.60
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	989	34.38	989	33.37
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	964	34.23	964	33.20

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFAT - Dimensional U.S. Targeted Value ETF	6,157	32,510	34.67	26,353	33.70	23.36
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	6,135	59,221	34.67	53,086	33.68	11.56
Uncommon Cents Investing LLC	5,330	34,525	31.19	29,195	32.81	18.26
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	1,047	2,566	34.68	1,519	33.57	68.93

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
FVRMX - Franklin Microcap Value Fund Advisor Class	12,400	133,500	34.67	145,900	33.68	-8.50

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	0

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	34,525	31.19	29,195	32.81

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Uncommon Cents Investing LLC	5,330	34,525	31.19	29,195	32.81	18.26

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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