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	67	12.00	12.08	11.96
Previous Quarter	71	244.00	12.08	12.15

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	19	2	1	2	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	1	2	0	1	1
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	2,494,130
Morgan Stanley	465,478	12.08
Cornerstone Advisors, LLC	360,203	12.08
Cornerstone Advisors Inc	320,203	10.30
Ellis Investment Partners, LLC	294,239	12.08
Wells Fargo & Company/mn	261,740	12.08
Wolverine Asset Management Llc	254,194	12.08
Western Wealth Management, LLC	240,023	12.08
Bourgeon Capital Management Llc	236,126	12.08
Invenomic Capital Management LP	229,135	12.21
Merriman Wealth Management, LLC	222,098	12.08
BIVIX - Invenomic Fund Institutional Class shares	220,222	12.35
Royal Bank Of Canada	215,252	12.08
Cornerstone Strategic Value Fund Inc	206,752	12.08
Matisse Capital	186,400	12.08
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares	182,000	12.08
Quantedge Capital Pte Ltd	178,794	12.08
UBS Group AG	175,129	12.08
Almitas Capital LLC	156,745	12.08
Cornerstone Total Return Fund Inc	153,451	12.08

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	465,478	12.08
Cornerstone Advisors, LLC	360,203	12.08
Cornerstone Advisors Inc	320,203	10.30
Ellis Investment Partners, LLC	294,239	12.08
Wells Fargo & Company/mn	261,740	12.08
Wolverine Asset Management Llc	254,194	12.08
Western Wealth Management, LLC	240,023	12.08
Bourgeon Capital Management Llc	236,126	12.08
Invenomic Capital Management LP	229,135	12.21
Merriman Wealth Management, LLC	222,098	12.08
Royal Bank Of Canada	215,252	12.08
Cornerstone Strategic Value Fund Inc	206,752	12.08
Matisse Capital	186,400	12.08
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares	182,000	12.08
Quantedge Capital Pte Ltd	178,794	12.08
UBS Group AG	175,129	12.08
Almitas Capital LLC	156,745	12.08
Cornerstone Total Return Fund Inc	153,451	12.08
BIVIX - Invenomic Fund Institutional Class shares	127,172	11.41
Bank Of America Corp /de/	115,814	12.08

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	2,494,130
Covington Capital Management	15,777	11.16

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	92	12076.09
Newbridge Financial Services Group, Inc.
Arkadios Wealth Advisors
Citigroup Inc
Guggenheim Capital Llc
Northwestern Mutual Wealth Management Co
Harbour Investments, Inc.
Invesco Ltd.
National Bank Of Canada /fi/
Parcion Private Wealth LLC
Proequities, Inc.
Mariner Investment Group Llc
Fmr Llc
Tradewinds Capital Management, LLC
Landscape Capital Management, L.l.c.
FNY Investment Advisers, LLC
HighTower Advisors, LLC
Easterly Investment Partners Llc
Weiss Asset Management LP

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
OTA Financial Group L.P.	36,311	11.13	59,769	12.08
Private Advisor Group, LLC	34,832	11.14	32,454	12.08

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BIVIX - Invenomic Fund Institutional Class shares	220,222	12.35	127,172	11.41

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BIVIX - Invenomic Fund Institutional Class shares	93,050	220,222	12.35	127,172	11.41	73.17
Private Advisor Group, LLC	2,378	34,832	11.14	32,454	12.08	7.33

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
OTA Financial Group L.P.	23,458	36,311	11.13	59,769	12.08	-39.25

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 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	92	12076.09

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
OTA Financial Group L.P.	36,311	11.13	59,769	12.08
Private Advisor Group, LLC	34,832	11.14	32,454	12.08

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	2,378	34,832	11.14	32,454	12.08	7.33

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
OTA Financial Group L.P.	23,458	36,311	11.13	59,769	12.08	-39.25

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