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	38	8.00	8.52	8.38
Previous Quarter	40	8.00	8.52	8.43

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	0	9	6	0	1	3
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	3	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	69,855	0.00	0.00
Previous Quarter	0	0.00	0.00	69,855	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
Cavalier Investments, LLC	1,143,361	8.51
AMAX - RH Hedged Multi-Asset Income ETF	1,130,171	8.64
LPL Financial LLC	414,876	8.52
Royal Bank Of Canada	225,059	8.52
Wedbush Securities Inc	220,209	7.82
Advisor Group Holdings, Inc.	204,618	8.52
Credit Suisse Ag/	193,636	8.92
Janney Montgomery Scott LLC	172,261	8.52
UBS Group AG	141,560	8.52
Old Mission Capital Llc	87,572	8.52
Gladstone Institutional Advisory LLC	78,077	8.52
Vanguard Capital Wealth Advisors	69,855	0.01
Dynamic Advisor Solutions LLC	65,950	8.52
Weaver Consulting Group	65,550	7.83
Jane Street Group, Llc	62,138	8.51
Proficio Capital Partners LLC	49,620	8.52
Toroso Investments, LLC	49,351	8.51
Rockland Trust Co	48,578	7.82
Kingsview Wealth Management, LLC	45,103	8.47
Susquehanna International Group, Llp	38,284	8.46

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
Cavalier Investments, LLC	1,143,361	8.51
AMAX - RH Hedged Multi-Asset Income ETF	1,130,171	8.64
LPL Financial LLC	414,876	8.52
Wedbush Securities Inc	231,357	8.52
Royal Bank Of Canada	225,059	8.52
Advisor Group Holdings, Inc.	204,618	8.52
Credit Suisse Ag/	193,636	8.92
Janney Montgomery Scott LLC	172,261	8.52
UBS Group AG	141,560	8.52
Rockland Trust Co	89,913	8.52
Old Mission Capital Llc	87,572	8.52
Gladstone Institutional Advisory LLC	78,077	8.52
Vanguard Capital Wealth Advisors	69,855	0.01
Dynamic Advisor Solutions LLC	65,950	8.52
Weaver Consulting Group	64,768	8.52
Jane Street Group, Llc	62,138	8.51
Proficio Capital Partners LLC	49,620	8.52
Toroso Investments, LLC	49,351	8.51
Kingsview Wealth Management, LLC	45,103	8.47
Susquehanna International Group, Llp	38,284	8.46

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 9 Institutes closed out their positions

Name	Shares	PPS
Money Concepts Capital Corp	4,023	8.45
Morgan Stanley
Advisory Services Network, LLC
Tower Research Capital LLC (TRC)
Fmr Llc
DCM Advisors, LLC
Retirement Planning Co of New England, Inc.
Virtu Financial LLC
Proequities, Inc.

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wedbush Securities Inc	220,209	7.82	231,357	8.52
Weaver Consulting Group	65,550	7.83	64,768	8.52
Rockland Trust Co	48,578	7.82	89,913	8.52
Carmel Capital Partners, LLC	10,840	7.84	10,840	8.49
Geneos Wealth Management Inc.	10,000	7.80	10,000	8.50
FSC Wealth Advisors, LLC	7,767	7.85	10,643	8.55

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Weaver Consulting Group	782	65,550	7.83	64,768	8.52	1.21

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Rockland Trust Co	41,335	48,578	7.82	89,913	8.52	-45.97
Wedbush Securities Inc	11,148	220,209	7.82	231,357	8.52	-4.82
FSC Wealth Advisors, LLC	2,876	7,767	7.85	10,643	8.55	-27.02

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
Money Concepts Capital Corp	4,023	8.45

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wedbush Securities Inc	220,209	7.82	231,357	8.52
Weaver Consulting Group	65,550	7.83	64,768	8.52
Geneos Wealth Management Inc.	10,000	7.80	10,000	8.50

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
Weaver Consulting Group	782	65,550	7.83	64,768	8.52	1.21

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wedbush Securities Inc	11,148	220,209	7.82	231,357	8.52	-4.82

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