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	184	15.00	15.93	15.83
Previous Quarter	189	15.00	15.93	15.85

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	5	42	13	0	6	8
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	3	1	12	0	5	8
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 PORTFOLIOS LP	38,233,198
First Trust Advisors Lp	38,149,596	15.93
FV - First Trust Dorsey Wright Focus 5 ETF	35,173,944	15.93
Wells Fargo & Company/mn	7,793,991	15.93
Morgan Stanley	6,808,274	15.93
Raymond James Financial Services Advisors, Inc.	2,983,724	15.93
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF	2,667,814	15.93
UBS Group AG	2,353,447	15.93
LPL Financial LLC	2,295,249	15.93
Bank Of America Corp /de/	1,902,045	15.93
Raymond James & Associates	1,418,460	15.93
NewSquare Capital LLC	1,149,118	15.93
Envestnet Asset Management Inc	1,018,931	15.93
Royal Bank Of Canada	970,463	15.93
Baird Financial Group, Inc.	907,981	15.93
O'Dell Group, LLC	897,505	15.93
D.a. Davidson & Co.	872,042	15.93
GWM Advisors LLC	815,614	15.93
Commonwealth Equity Services, Llc	786,270	15.93
Benjamin F. Edwards & Company, Inc.	698,902	15.93

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	38,149,596	15.93
FV - First Trust Dorsey Wright Focus 5 ETF	35,173,944	15.93
Wells Fargo & Company/mn	7,793,991	15.93
Morgan Stanley	6,808,274	15.93
Raymond James Financial Services Advisors, Inc.	2,983,724	15.93
FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF	2,667,814	15.93
UBS Group AG	2,353,447	15.93
LPL Financial LLC	2,295,249	15.93
Bank Of America Corp /de/	1,902,045	15.93
Raymond James & Associates	1,418,460	15.93
NewSquare Capital LLC	1,149,118	15.93
Envestnet Asset Management Inc	1,018,931	15.93
Royal Bank Of Canada	970,463	15.93
Baird Financial Group, Inc.	907,981	15.93
O'Dell Group, LLC	897,505	15.93
D.a. Davidson & Co.	872,042	15.93
GWM Advisors LLC	815,614	15.93
Commonwealth Equity Services, Llc	786,270	15.93
Benjamin F. Edwards & Company, Inc.	698,902	15.93
Crumly & Associates Inc.	676,974	15.93

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	38,233,198
HFG Advisors, Inc.	51,098	14.76
Foundations Investment Advisors, LLC	10,373	14.08
Newbridge Financial Services Group, Inc.	1,000	15.00
Westside Investment Management, Inc.	920

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	156,626	15.93
IFP Advisors, Inc	96,352	11.94
Koshinski Asset Management, Inc.	2,564	15.99
Cutler Group LP	900
Deutsche Bank Ag\
J Arnold Wealth Management Co
Fifth Third Bancorp
Redhawk Wealth Advisors, Inc.
Signaturefd, Llc
Stephens Inc /ar/
Advisors Preferred, LLC
DB Wealth Management Group, LLC
Synergy Financial Management, LLC
StoneX Group Inc.
Renaissance Technologies Llc
AMJ Financial Wealth Management
True Link Financial Advisors, LLC
Hudock, Inc.
Fsb Premier Wealth Management, Inc.
Barnes Pettey Financial Advisors, Llc
Stratos Wealth Partners, LTD.
IronBridge Private Wealth, LLC
Bellevue Asset Management, Llc
Financial Management Professionals, Inc.
Barclays Plc
Insight Advisors, LLC/ PA
Capital Asset Advisory Services LLC
TFAMX - Tactical Moderate Allocation Fund Class A
Colonial River Wealth Management, LLC
Stonebridge Financial Planning Group, LLC
Carroll Financial Associates, Inc.
TFAZX - TFA Tactical Income Fund Class I
Millennium Management Llc
Empirical Asset Management, LLC
Marks Wealth, LLC
Coastal Capital Group, Inc.
Total Clarity Wealth Management, Inc.
TFAFX - Tactical Growth Allocation Fund Class I
Holloway Wealth Management, LLC
Citigroup Inc
Webster Bank, N. A.
Jane Street Group, Llc

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	577,101	14.76	79,680	15.93
FOCUS Wealth Advisors, LLC	303,677	14.76	304,899	15.93
Cambridge Investment Research Advisors, Inc.	276,021	14.76	347,020	15.93
Trinity Wealth Management, LLC	131,595	14.76	147,938	15.93
Pinnacle Private Wealth, LLC	45,346	14.75	74,780	15.93
Minichmacgregor Wealth Management, Llc	41,537	14.76	42,624	15.93
Flagship Harbor Advisors, Llc	20,905	14.78	10,371	15.91
Global Trust Asset Management, LLC	19,887	14.78	25,287	15.94
PFG Advisors	14,783	14.75	14,441	15.93
Brookstone Capital Management	14,123	14.80	13,954	15.77
S.C. Financial Services, Inc.	14,087	14.77	14,785	15.96
Global Retirement Partners, LLC	8,179	14.79	8,180	16.63
AdvisorNet Financial, Inc	641	14.04	639	15.65

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
Private Advisor Group, LLC	497,421	577,101	14.76	79,680	15.93	624.27
Flagship Harbor Advisors, Llc	10,534	20,905	14.78	10,371	15.91	101.57
Arkadios Wealth Advisors	2,138	25,667		23,529		9.09
PFG Advisors	342	14,783	14.75	14,441	15.93	2.37
Brookstone Capital Management	169	14,123	14.80	13,954	15.77	1.21
AdvisorNet Financial, Inc	2	641	14.04	639	15.65	0.31

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	70,999	276,021	14.76	347,020	15.93	-20.46
Pinnacle Private Wealth, LLC	29,434	45,346	14.75	74,780	15.93	-39.36
Trinity Wealth Management, LLC	16,343	131,595	14.76	147,938	15.93	-11.05
Global Trust Asset Management, LLC	5,400	19,887	14.78	25,287	15.94	-21.35
FOCUS Wealth Advisors, LLC	1,222	303,677	14.76	304,899	15.93	-0.40
Minichmacgregor Wealth Management, Llc	1,087	41,537	14.76	42,624	15.93	-2.55
S.C. Financial Services, Inc.	698	14,087	14.77	14,785	15.96	-4.72
Global Retirement Partners, LLC	1	8,179	14.79	8,180	16.63	-0.01

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 3 New Institutes added position

Name	Shares	PPS
HFG Advisors, Inc.	51,098	14.76
Newbridge Financial Services Group, Inc.	1,000	15.00
Westside Investment Management, Inc.	920

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	2,564	15.99

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	577,101	14.76	79,680	15.93
FOCUS Wealth Advisors, LLC	303,677	14.76	304,899	15.93
Cambridge Investment Research Advisors, Inc.	276,021	14.76	347,020	15.93
Trinity Wealth Management, LLC	131,595	14.76	147,938	15.93
Pinnacle Private Wealth, LLC	45,346	14.75	74,780	15.93
Minichmacgregor Wealth Management, Llc	41,537	14.76	42,624	15.93
Flagship Harbor Advisors, Llc	20,905	14.78	10,371	15.91
Global Trust Asset Management, LLC	19,887	14.78	25,287	15.94
PFG Advisors	14,783	14.75	14,441	15.93
Brookstone Capital Management	14,123	14.80	13,954	15.77
S.C. Financial Services, Inc.	14,087	14.77	14,785	15.96
Global Retirement Partners, LLC	8,179	14.79	8,180	16.63

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	497,421	577,101	14.76	79,680	15.93	624.27
Flagship Harbor Advisors, Llc	10,534	20,905	14.78	10,371	15.91	101.57
Arkadios Wealth Advisors	2,138	25,667		23,529		9.09
PFG Advisors	342	14,783	14.75	14,441	15.93	2.37
Brookstone Capital Management	169	14,123	14.80	13,954	15.77	1.21

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	70,999	276,021	14.76	347,020	15.93	-20.46
Pinnacle Private Wealth, LLC	29,434	45,346	14.75	74,780	15.93	-39.36
Trinity Wealth Management, LLC	16,343	131,595	14.76	147,938	15.93	-11.05
Global Trust Asset Management, LLC	5,400	19,887	14.78	25,287	15.94	-21.35
FOCUS Wealth Advisors, LLC	1,222	303,677	14.76	304,899	15.93	-0.40
Minichmacgregor Wealth Management, Llc	1,087	41,537	14.76	42,624	15.93	-2.55
S.C. Financial Services, Inc.	698	14,087	14.77	14,785	15.96	-4.72
Global Retirement Partners, LLC	1	8,179	14.79	8,180	16.63	-0.01

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