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	88	13.00	13.29	12.76
Previous Quarter	92	13.00	13.29	12.94

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	2	18	6	0	1	3
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	1	0	5	0	1	3
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	2,323,681	13.29
UBS Group AG	1,412,665	13.29
Wells Fargo & Company/mn	1,040,927	13.29
Gradient Investments LLC	735,238	10.87
FIRST TRUST PORTFOLIOS LP	587,147
Ameriprise Financial Inc	579,180	13.28
Summit Financial Wealth Advisors, LLC	569,710	13.29
Bank Of America Corp /de/	444,427	13.29
LPL Financial LLC	440,782	13.29
Janney Montgomery Scott LLC	327,204	13.29
Mirae Asset Global Investments Co., Ltd.	324,010	13.29
Steward Partners Investment Advisory, Llc	289,507	0.01
Jane Street Group, Llc	240,799	13.29
Smart Portfolios, LLC	178,164	13.29
Citadel Advisors Llc	169,711	13.29
Advisor Group Holdings, Inc.	139,959	13.73
Royal Bank Of Canada	137,497	13.29
Raymond James Financial Services Advisors, Inc.	131,154	13.29
Envestnet Asset Management Inc	128,260	13.29
Murphy, Middleton, Hinkle & Parker, Inc.	118,624	13.29

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	2,323,681	13.29
UBS Group AG	1,412,665	13.29
Wells Fargo & Company/mn	1,040,927	13.29
Gradient Investments LLC	735,944	13.29
Ameriprise Financial Inc	579,180	13.28
Summit Financial Wealth Advisors, LLC	569,710	13.29
Bank Of America Corp /de/	444,427	13.29
LPL Financial LLC	440,782	13.29
Janney Montgomery Scott LLC	327,204	13.29
Mirae Asset Global Investments Co., Ltd.	324,010	13.29
Steward Partners Investment Advisory, Llc	289,507	0.01
Jane Street Group, Llc	240,799	13.29
Smart Portfolios, LLC	178,164	13.29
Citadel Advisors Llc	169,711	13.29
Advisor Group Holdings, Inc.	139,959	13.73
Royal Bank Of Canada	137,497	13.29
Raymond James Financial Services Advisors, Inc.	131,154	13.29
Envestnet Asset Management Inc	128,260	13.29
Murphy, Middleton, Hinkle & Parker, Inc.	118,624	13.29
HAP Trading, LLC	97,589	13.29

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	587,147
Orion Portfolio Solutions, LLC	45,523	10.87

Recent Quarter 18 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	1,124	15.12
Wealth Quarterback LLC	583
Barclays Plc
Strategic Blueprint, LLC
Citigroup Inc
Greenwood Capital Associates Llc
Snowden Capital Advisors LLC
WestEnd Advisors, LLC
Proequities, Inc.
Stratos Wealth Partners, LTD.
Econ Financial Services Corp
Massmutual Trust Co Fsb/adv
LFA - Lugano Financial Advisors SA
Kingsview Wealth Management, LLC
Cetera Advisor Networks LLC
Baird Financial Group, Inc.
Blair William & Co/il
Advisory Services Network, LLC

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	735,238	10.87	735,944	13.29
Cambridge Investment Research Advisors, Inc.	38,496	10.86	39,772	13.28
Private Advisor Group, LLC	14,552	10.86	13,872	13.26
Old Port Advisors	13,870	10.38	13,870	13.41
Optimum Investment Advisors	1,500	10.67	1,500	13.33
Newbridge Financial Services Group, Inc.	850	10.59	2,415	13.25

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	680	14,552	10.86	13,872	13.26	4.90

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Newbridge Financial Services Group, Inc.	1,565	850	10.59	2,415	13.25	-64.80
Cambridge Investment Research Advisors, Inc.	1,276	38,496	10.86	39,772	13.28	-3.21
Gradient Investments LLC	706	735,238	10.87	735,944	13.29	-0.10

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 1 New Institutes added position

Name	Shares	PPS
Orion Portfolio Solutions, LLC	45,523	10.87

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	735,238	10.87	735,944	13.29
Cambridge Investment Research Advisors, Inc.	38,496	10.86	39,772	13.28
Private Advisor Group, LLC	14,552	10.86	13,872	13.26
Optimum Investment Advisors	1,500	10.67	1,500	13.33
Newbridge Financial Services Group, Inc.	850	10.59	2,415	13.25

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
Private Advisor Group, LLC	680	14,552	10.86	13,872	13.26	4.90

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Newbridge Financial Services Group, Inc.	1,565	850	10.59	2,415	13.25	-64.80
Cambridge Investment Research Advisors, Inc.	1,276	38,496	10.86	39,772	13.28	-3.21
Gradient Investments LLC	706	735,238	10.87	735,944	13.29	-0.10

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