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	69	13.00	12.92	12.96
Previous Quarter	72	13.00	12.92	13.04

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	17	5	0	4	0
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	5	0	4	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	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	1,500,175
Morgan Stanley	1,473,823	12.92
LPL Financial LLC	469,543	12.92
Bank Of America Corp /de/	269,070	12.92
Commonwealth Equity Services, Llc	257,807	12.92
6 Meridian	243,102	14.78
UBS Group AG	228,644	12.92
Hightower 6M Holding, LLC	223,581	12.92
Advisor Group Holdings, Inc.	164,091	12.92
Royal Bank Of Canada	154,865	12.92
Wells Fargo & Company/mn	144,139	12.92
Shaker Financial Services, LLC	92,077	12.92
Private Advisor Group, LLC	55,907	10.68
Thrivent Financial For Lutherans	51,485	12.92
Raymond James Financial Services Advisors, Inc.	51,158	12.92
Northwestern Mutual Wealth Management Co	37,888	12.93
Tradition Wealth Management, LLC	35,692	12.92
Brookstone Capital Management	22,822	11.00
Wedbush Securities Inc	20,522	12.91
Raymond James Trust N.a.	19,241	10.65

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	1,473,823	12.92
LPL Financial LLC	469,543	12.92
Bank Of America Corp /de/	269,070	12.92
Commonwealth Equity Services, Llc	257,807	12.92
6 Meridian	243,102	14.78
UBS Group AG	228,644	12.92
Hightower 6M Holding, LLC	223,581	12.92
Advisor Group Holdings, Inc.	164,091	12.92
Royal Bank Of Canada	154,865	12.92
Wells Fargo & Company/mn	144,139	12.92
Shaker Financial Services, LLC	92,077	12.92
Thrivent Financial For Lutherans	51,485	12.92
Raymond James Financial Services Advisors, Inc.	51,158	12.92
Private Advisor Group, LLC	48,007	12.91
Northwestern Mutual Wealth Management Co	37,888	12.93
Tradition Wealth Management, LLC	35,692	12.92
Brookstone Capital Management	22,822	12.36
Wedbush Securities Inc	20,522	12.91
Congress Wealth Management LLC / DE /	19,108	12.93
Sargent Investment Group, LLC	19,085	12.94

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	1,500,175

Recent Quarter 17 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	14,500	13.59
Moors & Cabot, Inc.	8,054	24.83
Carroll Financial Associates, Inc.
Seacrest Wealth Management, Llc
Bank Of Montreal /can/
Allworth Financial LP
Hennion & Walsh Asset Management, Inc.
Baird Financial Group, Inc.
Sweet Financial Partners, LLC
Total Clarity Wealth Management, Inc.
Delta Asset Management Llc/tn
CoreCap Advisors, LLC
Wolverine Asset Management Llc
FourThought Financial, LLC
Fifth Third Bancorp
Tru Independence Asset Management 2, Llc
AdvisorNet Financial, Inc

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	55,907	10.68	48,007	12.91
Brookstone Capital Management	22,822	11.00	22,822	12.36
Raymond James Trust N.a.	19,241	10.65	13,084	12.92
Cambridge Investment Research Advisors, Inc.	17,624	10.67	11,747	12.94
Global Retirement Partners, LLC	709	11.28	705	11.35

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
Private Advisor Group, LLC	7,900	55,907	10.68	48,007	12.91	16.46
Raymond James Trust N.a.	6,157	19,241	10.65	13,084	12.92	47.06
Cambridge Investment Research Advisors, Inc.	5,877	17,624	10.67	11,747	12.94	50.03
Global Retirement Partners, LLC	4	709	11.28	705	11.35	0.57

Recent Quarter 0 Institutes Decreased Positions

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

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 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	55,907	10.68	48,007	12.91
Brookstone Capital Management	22,822	11.00	22,822	12.36
Raymond James Trust N.a.	19,241	10.65	13,084	12.92
Cambridge Investment Research Advisors, Inc.	17,624	10.67	11,747	12.94
Global Retirement Partners, LLC	709	11.28	705	11.35

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	7,900	55,907	10.68	48,007	12.91	16.46
Raymond James Trust N.a.	6,157	19,241	10.65	13,084	12.92	47.06
Cambridge Investment Research Advisors, Inc.	5,877	17,624	10.67	11,747	12.94	50.03
Global Retirement Partners, LLC	4	709	11.28	705	11.35	0.57

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