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	35	4.00	4.18	4.08
Previous Quarter	38	4.00	4.09	4.09

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	1	12	3	18	10	12
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	0	2	0	0	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
LPL Financial LLC	418,346	4.18
Raymond James Financial Services Advisors, Inc.	308,501	4.18
Morgan Stanley	305,613	4.18
Commonwealth Equity Services, Llc	181,292	4.18
Flagship Harbor Advisors, Llc	151,004	3.19
Royal Bank Of Canada	99,937	4.18
SYM FINANCIAL Corp	74,975	4.17
Wells Fargo & Company/mn	60,897	4.17
Quad-Cities Investment Group, LLC	58,877	4.18
Strategic Wealth Advisors Group, LLC	52,500
Good Life Advisors, LLC	50,275	4.18
Nova R Wealth, Inc.	46,660	3.19
Bank Of America Corp /de/	41,866	4.18
Cetera Advisors LLC	40,572	4.19
Advisor Group Holdings, Inc.	37,323	4.18
Shaker Financial Services, LLC	34,533	4.17
Csenge Advisory Group	32,941
BDO Wealth Advisors, LLC	29,404	4.18
Advisory Services Network, LLC	20,151	4.17
Logan Stone Capital, LLC	19,041	4.20

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
Raymond James Financial Services Advisors, Inc.	326,775	4.09
LPL Financial LLC	275,310	4.09
Commonwealth Equity Services, Llc	176,228	4.09
Morgan Stanley	163,641	4.09
Flagship Harbor Advisors, Llc	156,179	4.09
Nova R Wealth, Inc.	155,926	4.09
Royal Bank Of Canada	128,452	4.09
Advisor Group Holdings, Inc.	126,437	4.10
Shaker Financial Services, LLC	86,527	4.09
Wolverine Asset Management Llc	79,968	4.09
Quad-Cities Investment Group, LLC	61,095	4.09
Nomura Holdings Inc	58,984	4.07
SYM FINANCIAL Corp	52,649	4.08
Good Life Advisors, LLC	49,821	4.09
Cetera Advisors LLC	40,572	4.09
BDO Wealth Advisors, LLC	32,254	4.09
Wells Fargo & Company/mn	28,213	4.08
Logan Stone Capital, LLC	25,604	4.10
Landscape Capital Management, L.l.c.	23,987	4.09
Advisory Services Network, LLC	20,792	4.09

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Money Concepts Capital Corp	5,750	4.17

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
Wolverine Asset Management Llc	79,968	4.09
Nomura Holdings Inc	58,984	4.07
Landscape Capital Management, L.l.c.	23,987	4.09
Stifel Financial Corp	16,417	4.08
Future Financial Wealth Managment LLC	3,200	4.06
Waterfront Wealth Inc.
Relative Value Partners Group, LLC
Strategic Blueprint, LLC
Mariner Investment Group Llc
Proequities, Inc.
Asset Dedication, LLC
FNY Investment Advisers, LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	151,004	3.19	156,179	4.09
Nova R Wealth, Inc.	46,660	3.19	155,926	4.09
Bank Of America Corp /de/	41,866	4.18	628	4.78

Recent Quarter 18 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LPL Financial LLC	418,346	4.18	275,310	4.09
Raymond James Financial Services Advisors, Inc.	308,501	4.18	326,775	4.09
Morgan Stanley	305,613	4.18	163,641	4.09
Commonwealth Equity Services, Llc	181,292	4.18	176,228	4.09
Royal Bank Of Canada	99,937	4.18	128,452	4.09
SYM FINANCIAL Corp	74,975	4.17	52,649	4.08
Wells Fargo & Company/mn	60,897	4.17	28,213	4.08
Quad-Cities Investment Group, LLC	58,877	4.18	61,095	4.09
Good Life Advisors, LLC	50,275	4.18	49,821	4.09
Cetera Advisors LLC	40,572	4.19	40,572	4.09
Advisor Group Holdings, Inc.	37,323	4.18	126,437	4.10
Shaker Financial Services, LLC	34,533	4.17	86,527	4.09
BDO Wealth Advisors, LLC	29,404	4.18	32,254	4.09
Advisory Services Network, LLC	20,151	4.17	20,792	4.09
Logan Stone Capital, LLC	19,041	4.20	25,604	4.10
Lindbrook Capital, Llc	5,000	4.20	7,000	4.14
UBS Group AG	2,305	4.34	3,345	4.19
Tower Research Capital LLC (TRC)	142	7.04	0

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
LPL Financial LLC	143,036	418,346	4.18	275,310	4.09	51.95
Morgan Stanley	141,972	305,613	4.18	163,641	4.09	86.76
Strategic Wealth Advisors Group, LLC	52,500	52,500		0		0.00
Bank Of America Corp /de/	41,238	41,866	4.18	628	4.78	6566.56
Csenge Advisory Group	32,941	32,941		0		0.00
Wells Fargo & Company/mn	32,684	60,897	4.17	28,213	4.08	115.85
SYM FINANCIAL Corp	22,326	74,975	4.17	52,649	4.08	42.41
Commonwealth Equity Services, Llc	5,064	181,292	4.18	176,228	4.09	2.87
Good Life Advisors, LLC	454	50,275	4.18	49,821	4.09	0.91
Tower Research Capital LLC (TRC)	142	142	7.04	0		0.00

Recent Quarter 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Nova R Wealth, Inc.	109,266	46,660	3.19	155,926	4.09	-70.08
Advisor Group Holdings, Inc.	89,114	37,323	4.18	126,437	4.10	-70.48
Shaker Financial Services, LLC	51,994	34,533	4.17	86,527	4.09	-60.09
Royal Bank Of Canada	28,515	99,937	4.18	128,452	4.09	-22.20
Raymond James Financial Services Advisors, Inc.	18,274	308,501	4.18	326,775	4.09	-5.59
Logan Stone Capital, LLC	6,563	19,041	4.20	25,604	4.10	-25.63
Flagship Harbor Advisors, Llc	5,175	151,004	3.19	156,179	4.09	-3.31
BDO Wealth Advisors, LLC	2,850	29,404	4.18	32,254	4.09	-8.84
Quad-Cities Investment Group, LLC	2,218	58,877	4.18	61,095	4.09	-3.63
Lindbrook Capital, Llc	2,000	5,000	4.20	7,000	4.14	-28.57
UBS Group AG	1,040	2,305	4.34	3,345	4.19	-31.09
Advisory Services Network, LLC	641	20,151	4.17	20,792	4.09	-3.08

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	151,004	3.19	156,179	4.09
Nova R Wealth, Inc.	46,660	3.19	155,926	4.09

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Nova R Wealth, Inc.	109,266	46,660	3.19	155,926	4.09	-70.08
Flagship Harbor Advisors, Llc	5,175	151,004	3.19	156,179	4.09	-3.31

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