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	102	13.00	13.46	13.46
Previous Quarter	110	14.00	13.46	13.50

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	22	9	0	6	1
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	3	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	4,522,620	13.46
MORGAN STANLEY	4,498,083
Parametric Portfolio Associates Llc	1,501,807	13.46
Sit Investment Associates Inc	773,055	13.46
Bramshill Investments, LLC	461,531	13.46
Invesco Ltd.	457,178	13.46
PCEF - Invesco CEF Income Composite ETF	423,633	13.81
Rivernorth Capital Management, Llc	408,424	13.46
Advisor Group Holdings, Inc.	356,850	13.46
UBS Group AG	285,518	13.46
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	264,994	13.46
Ameriprise Financial Inc	232,206	13.45
Cohen & Steers, Inc.	230,000	13.46
YYY - Amplify High Income ETF	222,751	12.83
Penserra Capital Management LLC	219,713	13.46
Royal Bank Of Canada	214,654	13.46
Guggenheim Capital Llc	194,775	13.46
Thrivent Financial For Lutherans	178,920	13.46
Wells Fargo & Company/mn	172,616	13.46
Raymond James & Associates	160,539	13.46

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	4,522,620	13.46
Parametric Portfolio Associates Llc	1,501,807	13.46
Sit Investment Associates Inc	773,055	13.46
Bramshill Investments, LLC	461,531	13.46
Invesco Ltd.	457,178	13.46
PCEF - Invesco CEF Income Composite ETF	423,633	13.81
Rivernorth Capital Management, Llc	408,424	13.46
Advisor Group Holdings, Inc.	356,850	13.46
UBS Group AG	285,518	13.46
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	264,994	13.46
Ameriprise Financial Inc	232,206	13.45
Cohen & Steers, Inc.	230,000	13.46
YYY - Amplify High Income ETF	224,921	14.36
Penserra Capital Management LLC	219,713	13.46
Royal Bank Of Canada	214,654	13.46
Guggenheim Capital Llc	194,775	13.46
Thrivent Financial For Lutherans	178,920	13.46
Wells Fargo & Company/mn	172,616	13.46
Raymond James & Associates	160,539	13.46
Wolverine Asset Management Llc	140,954	13.46

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	4,498,083
Voya Prime Rate Trust	1,391	12.94

Recent Quarter 22 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	28,916	15.87
JTC Employer Solutions Trusteee Ltd
Cetera Advisor Networks LLC
Thomas J. Herzfeld Advisors, Inc.
Walleye Trading LLC
Baird Financial Group, Inc.
Retirement Group, LLC
Advisory Services Network, LLC
Panagora Asset Management Inc
Envestnet Asset Management Inc
Walleye Capital LLC
AdvisorNet Financial, Inc
Advisors Asset Management, Inc.
CoreCap Advisors, LLC
Lazard Asset Management Llc
Proequities, Inc.
Advanced Research Investment Solutions, Llc
Advisor Resource Council
Centerpoint Advisors, LLC
Citigroup Inc
Citadel Advisors Llc
FNY Investment Advisers, LLC

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	222,751	12.83	224,921	14.36
Cambridge Investment Research Advisors, Inc.	24,749	11.39	20,493	13.47
Capital Investment Advisors, LLC	23,580	11.41	23,068	13.44
AAINX - Thrivent Opportunity Income Plus Fund Class A	22,739	12.84	10,239	14.36
Raymond James Trust N.a.	15,604	11.41	15,604	13.46
Uncommon Cents Investing LLC	10,700	11.40	10,600	13.49
Global Retirement Partners, LLC	5,916	11.33	5,878	12.08
AABFX - Thrivent Balanced Income Plus Fund Class A	5,225	12.82	2,475	14.55
Valley National Advisers Inc	1,333	11.25	1,333	13.50

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
AAINX - Thrivent Opportunity Income Plus Fund Class A	12,500	22,739	12.84	10,239	14.36	122.08
Cambridge Investment Research Advisors, Inc.	4,256	24,749	11.39	20,493	13.47	20.77
AABFX - Thrivent Balanced Income Plus Fund Class A	2,750	5,225	12.82	2,475	14.55	111.11
Capital Investment Advisors, LLC	512	23,580	11.41	23,068	13.44	2.22
Uncommon Cents Investing LLC	100	10,700	11.40	10,600	13.49	0.94
Global Retirement Partners, LLC	38	5,916	11.33	5,878	12.08	0.65

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YYY - Amplify High Income ETF	2,170	222,751	12.83	224,921	14.36	-0.96

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
Cambridge Investment Research Advisors, Inc.	24,749	11.39	20,493	13.47
Raymond James Trust N.a.	15,604	11.41	15,604	13.46
Uncommon Cents Investing LLC	10,700	11.40	10,600	13.49
Global Retirement Partners, LLC	5,916	11.33	5,878	12.08
Valley National Advisers Inc	1,333	11.25	1,333	13.50

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.	4,256	24,749	11.39	20,493	13.47	20.77
Uncommon Cents Investing LLC	100	10,700	11.40	10,600	13.49	0.94
Global Retirement Partners, LLC	38	5,916	11.33	5,878	12.08	0.65

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