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	133	19.00	19.68	18.91
Previous Quarter	137	19.00	19.68	19.33

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	36	12	0	4	4
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	8	0	3	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
Royal Bank Of Canada	795,443	19.68
Morgan Stanley	782,283	19.68
PCEF - Invesco CEF Income Composite ETF	407,884	19.17
Invesco Ltd.	383,885	19.68
Bank Of America Corp /de/	356,281	19.68
Covington Capital Management	356,051	16.77
Commonwealth Equity Services, Llc	302,546	19.68
Ameriprise Financial Inc	280,750	19.68
LPL Financial LLC	248,870	19.68
Cetera Advisor Networks LLC	221,292	19.68
Golden Green, Inc.	212,304	16.77
YYY - Amplify High Income ETF	150,700	18.24
Wells Fargo & Company/mn	148,719	19.67
Penserra Capital Management LLC	148,649	19.68
Advisor Group Holdings, Inc.	140,891	19.59
Cohen & Steers, Inc.	138,950	19.68
Csenge Advisory Group	127,622	0.02
Truist Financial Corp	114,376	19.68
Elevated Capital Advisors, LLC	107,583	19.68
Raymond James & Associates	71,813	19.68

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
Royal Bank Of Canada	795,443	19.68
Morgan Stanley	782,283	19.68
PCEF - Invesco CEF Income Composite ETF	407,884	19.17
Invesco Ltd.	383,885	19.68
Covington Capital Management	363,496	19.68
Bank Of America Corp /de/	356,281	19.68
Golden Green, Inc.	313,784	19.68
Commonwealth Equity Services, Llc	302,546	19.68
Ameriprise Financial Inc	280,750	19.68
LPL Financial LLC	248,870	19.68
Cetera Advisor Networks LLC	221,292	19.68
YYY - Amplify High Income ETF	152,165	20.48
Wells Fargo & Company/mn	148,719	19.67
Penserra Capital Management LLC	148,649	19.68
Advisor Group Holdings, Inc.	140,891	19.59
Cohen & Steers, Inc.	138,950	19.68
DALT - Anfield Capital Diversified Alternatives ETF	129,864	22.48
Csenge Advisory Group	127,622	0.02
Truist Financial Corp	114,376	19.68
Elevated Capital Advisors, LLC	107,583	19.68

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Mountain Capital Investment Advisors, Inc	20,825	17.00
ACG Wealth	1,000	17.00

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
DALT - Anfield Capital Diversified Alternatives ETF	129,864	22.48
Ameritas Investment Corp	18,094
Carroll Financial Associates, Inc.	6,459	21.52
Parallel Advisors, LLC	5,160	19.38
Future Financial Wealth Managment LLC	2,395	19.62
Sonora Investment Management, LLC	575	22.61
Citigroup Inc
Total Clarity Wealth Management, Inc.
Fmr Llc
Synovus Financial Corp
Marquette Asset Management, LLC
Widmann Financial Services, Inc.
Sheaff Brock Investment Advisors, LLC
FNY Investment Advisers, LLC
Millennium Management Llc
Snowden Capital Advisors LLC
Stifel Financial Corp
Arkadios Wealth Advisors
Avantax Advisory Services, Inc.
Jacobi Capital Management LLC
CoreCap Advisors, LLC
Virtu Financial LLC
Confluence Wealth Services, Inc.
Nwam Llc
AdvisorNet Financial, Inc
Anfield Capital Management, LLC
Proequities, Inc.
Cornerstone Advisory, LLC
Arrow Financial Corp
Cetera Investment Advisers
Eaton Vance Management
Sowell Financial Services LLC
Huntington National Bank
Wolverine Asset Management Llc
Affiance Financial, LLC
Advisory Services Network, LLC

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Covington Capital Management	356,051	16.77	363,496	19.68
Golden Green, Inc.	212,304	16.77	313,784	19.68
YYY - Amplify High Income ETF	150,700	18.24	152,165	20.48
Sound Income Strategies, LLC	44,877	16.78	45,351	19.69
Cambridge Investment Research Advisors, Inc.	43,218	16.78	41,895	19.67
Private Advisor Group, LLC	17,653	16.77	17,604	19.65
Sage Capital Advisors,llc	13,245	16.76	13,132	19.42
Danda Trouve Investment Management, Inc.	2,721	16.91	2,721	19.85
Allworth Financial LP	2,600	16.92	2,600	19.62
Bank of New Hampshire	1,250	16.80	1,250	20.00
SOA Wealth Advisors, LLC.	1,067	15.93	1,047	19.10
Sugarloaf Wealth Management, LLC	642	17.13	642	20.25

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	1,323	43,218	16.78	41,895	19.67	3.16
Sage Capital Advisors,llc	113	13,245	16.76	13,132	19.42	0.86
Private Advisor Group, LLC	49	17,653	16.77	17,604	19.65	0.28
SOA Wealth Advisors, LLC.	20	1,067	15.93	1,047	19.10	1.91

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Golden Green, Inc.	101,480	212,304	16.77	313,784	19.68	-32.34
Covington Capital Management	7,445	356,051	16.77	363,496	19.68	-2.05
YYY - Amplify High Income ETF	1,465	150,700	18.24	152,165	20.48	-0.96
Sound Income Strategies, LLC	474	44,877	16.78	45,351	19.69	-1.05

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
ACG Wealth	1,000	17.00

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Golden Green, Inc.	212,304	16.77	313,784	19.68
Sound Income Strategies, LLC	44,877	16.78	45,351	19.69
Cambridge Investment Research Advisors, Inc.	43,218	16.78	41,895	19.67
Private Advisor Group, LLC	17,653	16.77	17,604	19.65
Danda Trouve Investment Management, Inc.	2,721	16.91	2,721	19.85
Allworth Financial LP	2,600	16.92	2,600	19.62
SOA Wealth Advisors, LLC.	1,067	15.93	1,047	19.10
Sugarloaf Wealth Management, LLC	642	17.13	642	20.25

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	1,323	43,218	16.78	41,895	19.67	3.16
Private Advisor Group, LLC	49	17,653	16.77	17,604	19.65	0.28
SOA Wealth Advisors, LLC.	20	1,067	15.93	1,047	19.10	1.91

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Golden Green, Inc.	101,480	212,304	16.77	313,784	19.68	-32.34
Sound Income Strategies, LLC	474	44,877	16.78	45,351	19.69	-1.05

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