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	137	24.00	25.33	24.88
Previous Quarter	149	25.00	25.34	25.11

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	30	12	0	3	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	2	9	0	2	6
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
First Trust Advisors Lp	1,543,243	25.34
IFV - First Trust Dorsey Wright International Focus 5 ETF	1,532,516	25.34
Wells Fargo & Company/mn	1,512,587	25.34
Morgan Stanley	1,259,485	25.34
LPL Financial LLC	815,787	25.34
AE Wealth Management LLC	810,206	25.34
UBS Group AG	682,977	25.34
Northwestern Mutual Wealth Management Co	588,727	25.34
Bank Of America Corp /de/	366,017	25.34
Park National Corp /oh/	350,325	21.74
Envestnet Asset Management Inc	273,108	25.34
Ameriprise Financial Inc	237,305	25.34
Royal Bank Of Canada	235,728	25.34
Pnc Financial Services Group, Inc.	231,824	25.34
Advisor Group Holdings, Inc.	206,347	22.74
Raymond James & Associates	199,535	25.34
ForthRight Wealth Management, LLC	171,676	21.74
Raymond James Financial Services Advisors, Inc.	166,712	25.34
Private Advisor Group, LLC	138,176	21.74
Citadel Advisors Llc	113,149	25.34

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
First Trust Advisors Lp	1,543,243	25.34
IFV - First Trust Dorsey Wright International Focus 5 ETF	1,532,516	25.34
Wells Fargo & Company/mn	1,512,587	25.34
Morgan Stanley	1,259,485	25.34
LPL Financial LLC	815,787	25.34
AE Wealth Management LLC	810,206	25.34
UBS Group AG	682,977	25.34
Northwestern Mutual Wealth Management Co	588,727	25.34
Park National Corp /oh/	366,492	25.34
Bank Of America Corp /de/	366,017	25.34
Envestnet Asset Management Inc	273,108	25.34
Ameriprise Financial Inc	237,305	25.34
Royal Bank Of Canada	235,728	25.34
Pnc Financial Services Group, Inc.	231,824	25.34
Advisor Group Holdings, Inc.	206,347	22.74
Raymond James & Associates	199,535	25.34
ForthRight Wealth Management, LLC	179,016	25.34
Raymond James Financial Services Advisors, Inc.	166,712	25.34
Private Advisor Group, LLC	140,864	25.34
Citadel Advisors Llc	113,149	25.34

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Orion Portfolio Solutions, LLC	33,170	21.74
LifePro Asset Management	11,586	21.75

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Brouwer & Janachowski, LLC	21,902	25.02
RWM Asset Management, LLC	14,530	25.33
IFP Advisors, Inc	11,712	25.27
LifePro Asset Management	11,612	25.32
Old Port Advisors	8,532	25.55
Cutler Group LP	3,060	25.16
Cutler Group LP	3,060	25.16
Heritage Wealth Management, Llc	940	24.47
Koshinski Asset Management, Inc.	400	25.00
EWG Elevate Inc.
Quad-Cities Investment Group, LLC
IHT Wealth Management, LLC
Advisory Services Network, LLC
CWM Advisors, LLC
Truadvice, LLC
Sargent Investment Group, LLC
Huntington National Bank
Jaffetilchin Investment Partners, LLC
Millburn Ridgefield Corp
Global Trust Asset Management, LLC
Robertson Stephens Wealth Management, LLC
Meeder Asset Management Inc
Column Capital Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
First Horizon Advisors, Inc.
CoreCap Advisors, LLC
Lake Street Advisors Group, Llc
Snowden Capital Advisors LLC
Bank of New York Mellon Corp
Barclays Plc

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Park National Corp /oh/	350,325	21.74	366,492	25.34
ForthRight Wealth Management, LLC	171,676	21.74	179,016	25.34
Private Advisor Group, LLC	138,176	21.74	140,864	25.34
Cambridge Investment Research Advisors, Inc.	72,894	21.74	88,376	25.33
Cliftonlarsonallen Wealth Advisors, Llc	20,318	21.75	20,318	25.35
PCG Wealth Advisors, LLC	17,545	21.72	21,768	25.36
Raymond James Trust N.a.	12,992	21.71	12,992	25.32
Pinnacle Private Wealth, LLC	12,622	21.71	9,046	25.32
RDA Financial Network	10,650	21.78	10,681	25.37
AdvisorNet Financial, Inc	4,206	21.64	4,189	25.30
Global Retirement Partners, LLC	2,443	21.69	2,396	24.62
Pinnacle Bancorp, Inc.	1,800	21.67	2,200	25.45

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Pinnacle Private Wealth, LLC	3,576	12,622	21.71	9,046	25.32	39.53
Global Retirement Partners, LLC	47	2,443	21.69	2,396	24.62	1.96
AdvisorNet Financial, Inc	17	4,206	21.64	4,189	25.30	0.41

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Park National Corp /oh/	16,167	350,325	21.74	366,492	25.34	-4.41
Cambridge Investment Research Advisors, Inc.	15,482	72,894	21.74	88,376	25.33	-17.52
ForthRight Wealth Management, LLC	7,340	171,676	21.74	179,016	25.34	-4.10
PCG Wealth Advisors, LLC	4,223	17,545	21.72	21,768	25.36	-19.40
Private Advisor Group, LLC	2,688	138,176	21.74	140,864	25.34	-1.91
Pinnacle Bancorp, Inc.	400	1,800	21.67	2,200	25.45	-18.18
RDA Financial Network	31	10,650	21.78	10,681	25.37	-0.29

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
Orion Portfolio Solutions, LLC	33,170	21.74
LifePro Asset Management	11,586	21.75

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
RWM Asset Management, LLC	14,530	25.33
Koshinski Asset Management, Inc.	400	25.00

Past Week 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
ForthRight Wealth Management, LLC	171,676	21.74	179,016	25.34
Private Advisor Group, LLC	138,176	21.74	140,864	25.34
Cambridge Investment Research Advisors, Inc.	72,894	21.74	88,376	25.33
PCG Wealth Advisors, LLC	17,545	21.72	21,768	25.36
Raymond James Trust N.a.	12,992	21.71	12,992	25.32
Pinnacle Private Wealth, LLC	12,622	21.71	9,046	25.32
RDA Financial Network	10,650	21.78	10,681	25.37
Global Retirement Partners, LLC	2,443	21.69	2,396	24.62
Pinnacle Bancorp, Inc.	1,800	21.67	2,200	25.45

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
Pinnacle Private Wealth, LLC	3,576	12,622	21.71	9,046	25.32	39.53
Global Retirement Partners, LLC	47	2,443	21.69	2,396	24.62	1.96

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	15,482	72,894	21.74	88,376	25.33	-17.52
ForthRight Wealth Management, LLC	7,340	171,676	21.74	179,016	25.34	-4.10
PCG Wealth Advisors, LLC	4,223	17,545	21.72	21,768	25.36	-19.40
Private Advisor Group, LLC	2,688	138,176	21.74	140,864	25.34	-1.91
Pinnacle Bancorp, Inc.	400	1,800	21.67	2,200	25.45	-18.18
RDA Financial Network	31	10,650	21.78	10,681	25.37	-0.29

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