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	141	21.00	21.99	21.68
Previous Quarter	148	21.00	21.99	21.72

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	42	13	1	5	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	1	10	0	4	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	5,104,366	21.99
MORGAN STANLEY	4,687,580
Parametric Portfolio Associates Llc	1,722,625	21.99
Wells Fargo & Company/mn	925,047	21.99
Invesco Ltd.	765,470	21.99
PCEF - Invesco CEF Income Composite ETF	607,621	21.28
LPL Financial LLC	551,505	21.99
Bramshill Investments, LLC	454,406	21.99
Ameriprise Financial Inc	446,900	22.01
Royal Bank Of Canada	368,002	21.99
Cohen & Steers, Inc.	356,208	21.99
Bank Of America Corp /de/	336,776	21.99
UBS Group AG	280,306	21.99
Hennion & Walsh Asset Management, Inc.	255,601	21.99
YYY - Amplify High Income ETF	230,812	20.11
Penserra Capital Management LLC	227,669	21.99
Sterneck Capital Management, LLC	158,618	21.99
J.w. Cole Advisors, Inc.	146,277	0.05
Advisor Group Holdings, Inc.	141,843	22.00
Northwestern Mutual Wealth Management Co	140,232	21.99

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	5,104,366	21.99
Parametric Portfolio Associates Llc	1,722,625	21.99
Wells Fargo & Company/mn	925,047	21.99
Invesco Ltd.	765,470	21.99
PCEF - Invesco CEF Income Composite ETF	607,621	21.28
LPL Financial LLC	551,505	21.99
Bramshill Investments, LLC	454,406	21.99
Ameriprise Financial Inc	446,900	22.01
Royal Bank Of Canada	368,002	21.99
Cohen & Steers, Inc.	356,208	21.99
Bank Of America Corp /de/	336,776	21.99
UBS Group AG	280,306	21.99
Hennion & Walsh Asset Management, Inc.	255,601	21.99
YYY - Amplify High Income ETF	233,057	23.41
Penserra Capital Management LLC	227,669	21.99
Sterneck Capital Management, LLC	158,618	21.99
J.w. Cole Advisors, Inc.	146,277	0.05
Advisor Group Holdings, Inc.	141,843	22.00
Northwestern Mutual Wealth Management Co	140,232	21.99
Baird Financial Group, Inc.	95,530	21.99

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	4,687,580
Cooper Financial Group	31,593	18.68

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
Cooper Financial Group	36,426	21.99
Ameritas Investment Corp	30,067	0.03
HB Wealth Management, LLC	9,460	21.99
Future Financial Wealth Managment LLC	6,172	22.03
Newbridge Financial Services Group, Inc.
Jane Street Group, Llc
Gill Capital Partners, Llc
Baystate Wealth Management LLC
Massmutual Trust Co Fsb/adv
Intellectus Partners, LLC
Proequities, Inc.
Pinnacle Wealth Planning Services, Inc.
OTA Financial Group L.P.
Arkadios Wealth Advisors
Parkside Financial Bank & Trust
Aptus Capital Advisors, LLC
Jefferies Group LLC
Phoenix Wealth Advisors
Bessemer Group Inc
Comerica Securities,inc.
Oppenheimer & Co Inc
Aurora Private Wealth, Inc.
Advisory Services Network, LLC
Ausdal Financial Partners, Inc.
Laidlaw Wealth Management LLC
Cwm, Llc
Monetary Management Group Inc
Fsb Premier Wealth Management, Inc.
Eaton Vance Management
Fifth Third Bancorp
We Are One Seven, LLC
Castleview Partners, Llc
Level Four Advisory Services, Llc
CoreCap Advisors, LLC
Atlas Private Wealth Advisors
Ntv Asset Management Llc
Ellis Investment Partners, LLC
Albion Financial Group /ut
Tower View Investment Management & Research LLC
CX Institutional
Tower Research Capital LLC (TRC)
Ibex Wealth Advisors

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	230,812	20.11	233,057	23.41
First Financial Corp /in/	32,445	18.68	32,868	22.00
Delta Capital Management Llc	32,360	18.67	30,015	21.99
RDA Financial Network	29,609	18.68	28,949	22.00
Cambridge Investment Research Advisors, Inc.	20,384	18.69	30,760	21.98
Global Retirement Partners, LLC	4,434	18.72	4,405	18.84
City Holding Co	2,000	18.50	2,000	22.00
Cordasco Financial Network	1,836	18.52	1,836	21.79
Strategic Asset Management, LLC	1,000	19.00	1,000	22.00
AdvisorNet Financial, Inc	800	18.75	800	22.50
SOA Wealth Advisors, LLC.	544	18.38	533	20.64
Gradient Investments LLC	290	17.24	290	20.69
Global Trust Asset Management, LLC	226	17.70	2,093	21.98

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Capital Investment Advisors, LLC	16,358	18.71	0

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital Investment Advisors, LLC	16,358	16,358	18.71	0		0.00
Delta Capital Management Llc	2,345	32,360	18.67	30,015	21.99	7.81
RDA Financial Network	660	29,609	18.68	28,949	22.00	2.28
Global Retirement Partners, LLC	29	4,434	18.72	4,405	18.84	0.66
SOA Wealth Advisors, LLC.	11	544	18.38	533	20.64	2.06

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	10,376	20,384	18.69	30,760	21.98	-33.73
YYY - Amplify High Income ETF	2,245	230,812	20.11	233,057	23.41	-0.96
Global Trust Asset Management, LLC	1,867	226	17.70	2,093	21.98	-89.20
First Financial Corp /in/	423	32,445	18.68	32,868	22.00	-1.29

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 1 New Institutes added position

Name	Shares	PPS
Cooper Financial Group	31,593	18.68

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
HB Wealth Management, LLC	9,460	21.99

Past Week 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
First Financial Corp /in/	32,445	18.68	32,868	22.00
Delta Capital Management Llc	32,360	18.67	30,015	21.99
RDA Financial Network	29,609	18.68	28,949	22.00
Cambridge Investment Research Advisors, Inc.	20,384	18.69	30,760	21.98
Global Retirement Partners, LLC	4,434	18.72	4,405	18.84
Cordasco Financial Network	1,836	18.52	1,836	21.79
Strategic Asset Management, LLC	1,000	19.00	1,000	22.00
SOA Wealth Advisors, LLC.	544	18.38	533	20.64
Gradient Investments LLC	290	17.24	290	20.69
Global Trust Asset Management, LLC	226	17.70	2,093	21.98

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
Delta Capital Management Llc	2,345	32,360	18.67	30,015	21.99	7.81
RDA Financial Network	660	29,609	18.68	28,949	22.00	2.28
Global Retirement Partners, LLC	29	4,434	18.72	4,405	18.84	0.66
SOA Wealth Advisors, LLC.	11	544	18.38	533	20.64	2.06

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	10,376	20,384	18.69	30,760	21.98	-33.73
Global Trust Asset Management, LLC	1,867	226	17.70	2,093	21.98	-89.20
First Financial Corp /in/	423	32,445	18.68	32,868	22.00	-1.29

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