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 | 13 | NaN | 0.00 | NaN |
| Previous Quarter | 145 | 1.00 | 1.38 | 0.97 |
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 | 3 | 121 | 0 | 0 | 0 | 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 | 0 | 0 | 0 | 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 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 | 98,469 | 1.27 | 1.38 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| PBW - Invesco WilderHill Clean Energy ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,051,415 | 0.74 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,086,094 | 1.38 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 393,216 | 1.38 |
| ETHO - Etho Climate Leadership U.S. ETF | 103,659 | 1.38 |
| IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,016 | 1.38 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,453 | 1.39 |
| VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,700 | 1.40 |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,751 | 1.37 |
| SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,996 | 0.75 |
| FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,568 | 0.76 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 5,599 | 1.43 |
| USMIX - Extended Market Index Fund | 4,178 | 1.44 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class | 910 | 1.10 |
| JETSX - Total Stock Market Index Trust NAV | 810 | 1.23 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | 410 | 2.44 |
| CCSO - Carbon Collective Climate Solutions U.S. Equity ETF | 285 | |
| VitalStone Financial, LLC | 40 | |
| Creative Financial Designs Inc /adv | 7 | |
| Clearview Wealth Advisors LLC | 1 | |
| Charles Schwab Investment Management Inc | 0 |
| Name | Shares | PPS |
|---|---|---|
| Metropolitan Life Insurance Co/ny | 0 | |
| MetLife Investment Management, LLC | 0 | |
| Manufacturers Life Insurance Company, The | 0 |
| Name | Shares | PPS |
|---|---|---|
| PBW - Invesco WilderHill Clean Energy ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,051,415 | 0.74 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,086,094 | 1.38 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 393,216 | 1.38 |
| ETHO - Etho Climate Leadership U.S. ETF | 103,659 | 1.38 |
| IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,016 | 1.38 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,453 | 1.39 |
| VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,700 | 1.40 |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,751 | 1.37 |
| SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,996 | 0.75 |
| FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,568 | 0.76 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 5,599 | 1.43 |
| USMIX - Extended Market Index Fund | 4,178 | 1.44 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class | 910 | 1.10 |
| JETSX - Total Stock Market Index Trust NAV | 810 | 1.23 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | 410 | 2.44 |
| CCSO - Carbon Collective Climate Solutions U.S. Equity ETF | 285 | |
| VitalStone Financial, LLC | 40 | |
| Wolff Wiese Magana Llc | ||
| Northwestern Mutual Wealth Management Co | ||
| Vanguard Group Inc | ||
| Private Advisor Group, LLC | ||
| Foundations Investment Advisors, LLC | ||
| Cutler Group LP | ||
| Albion Financial Group /ut | ||
| Virtu Financial LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Brave Asset Management Inc | ||
| Susquehanna International Group, Llp | ||
| Affinity Capital Advisors, LLC | ||
| Geode Capital Management, Llc | ||
| Proequities, Inc. | ||
| BlackRock Inc. | ||
| Qube Research & Technologies Ltd | ||
| Sculptor Capital LP | ||
| One68 Global Capital, LLC | ||
| Sittner & Nelson, Llc | ||
| New York State Common Retirement Fund | ||
| Jane Street Group, Llc | ||
| Wolverine Trading, Llc | ||
| Balyasny Asset Management Llc | ||
| Goldman Sachs Group Inc | ||
| Capstone Financial Advisors, Inc. | ||
| Cedar Mountain Advisors, LLC | ||
| Parallel Advisors, LLC | ||
| Citadel Advisors Llc | ||
| Greenwich Wealth Management LLC | ||
| Vident Investment Advisory, LLC | ||
| Verus Capital Partners, Llc | ||
| Advisor Group Holdings, Inc. | ||
| Cwm, Llc | ||
| Penserra Capital Management LLC | ||
| Renaissance Technologies Llc | ||
| Centric Wealth Management | ||
| Susquehanna Fundamental Investments, Llc | ||
| Invesco Ltd. | ||
| North Star Investment Management Corp. | ||
| Tower Research Capital LLC (TRC) | ||
| Geneos Wealth Management Inc. | ||
| Etf Managers Group, Llc | ||
| Bank Of Montreal /can/ | ||
| Winch Advisory Services, LLC | ||
| Fmr Llc | ||
| Group One Trading, L.p. | ||
| Center for Financial Planning, Inc. | ||
| Cowa, Llc | ||
| Trust Co Of Vermont | ||
| Evoke Wealth, Llc | ||
| Gofen & Glossberg Llc /il/ | ||
| Pnc Financial Services Group, Inc. | ||
| Morgan Stanley | ||
| Credit Suisse Ag/ | ||
| Simplex Trading, Llc | ||
| Hrt Financial Lp | ||
| ACG Wealth | ||
| Charles Schwab Investment Management Inc | ||
| Cubist Systematic Strategies, LLC | ||
| LMR Partners LLP | ||
| Captrust Financial Advisors | ||
| Creative Planning | ||
| Parallax Volatility Advisers, L.P. | ||
| Northern Trust Corp | ||
| Rockefeller Capital Management L.P. | ||
| Royal Bank Of Canada | ||
| Ergoteles LLC | ||
| Legal & General Group Plc | ||
| Level Four Advisory Services, Llc | ||
| Vontobel Holding Ltd. | ||
| MetLife Investment Management, LLC | ||
| State Street Corp | ||
| Metropolitan Life Insurance Co/ny | ||
| Two Sigma Investments, Lp | ||
| HAP Trading, LLC | ||
| Walleye Trading LLC | ||
| Rational Advisors Llc | ||
| Atria Wealth Solutions, Inc. | ||
| Capital Wealth Alliance, LLC | ||
| UBS Group AG | ||
| Mariner, LLC | ||
| Millennium Management Llc | ||
| LPL Financial LLC | ||
| Manufacturers Life Insurance Company, The | ||
| Jpmorgan Chase & Co | ||
| XTX Topco Ltd | ||
| Deutsche Bank Ag\ | ||
| D. E. Shaw & Co., Inc. | ||
| Prospera Financial Services Inc | ||
| Commonwealth Equity Services, Llc | ||
| Wells Fargo & Company/mn | ||
| City Holding Co | ||
| Bnp Paribas Arbitrage, Sa | ||
| Gsa Capital Partners Llp | ||
| Bank of New York Mellon Corp | ||
| Citigroup Inc | ||
| Bank Of America Corp /de/ | ||
| Tucker Asset Management Llc | ||
| National Bank Of Canada /fi/ | ||
| IFP Advisors, Inc | ||
| NZRO - Strategy Shares Halt Climate Change ETF | ||
| FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| ExodusPoint Capital Management, LP | ||
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|