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 | 77 | 9.00 | 9.41 | 9.24 |
| Previous Quarter | 88 | 11.00 | 9.41 | 9.35 |
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 | 34 | 4 | 0 | 3 | 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 | 2 | 1 | 4 | 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 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 |
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 | 2,236,826 | 9.41 |
| BANK OF AMERICA CORP /DE/ | 1,440,216 | |
| Bank Of America Corp /de/ | 1,397,383 | 9.41 |
| Rockefeller Capital Management L.P. | 455,314 | 9.41 |
| Advisors Asset Management, Inc. | 282,941 | 9.41 |
| Centaurus Financial, Inc. | 259,182 | 9.41 |
| Advisor Group Holdings, Inc. | 229,745 | 8.28 |
| Raymond James Financial Services Advisors, Inc. | 226,998 | 9.41 |
| Guggenheim Capital Llc | 203,063 | 9.41 |
| Commonwealth Equity Services, Llc | 114,810 | 9.41 |
| Shaker Financial Services, LLC | 113,808 | 9.41 |
| Wells Fargo & Company/mn | 89,264 | 9.41 |
| Raymond James & Associates | 73,408 | 9.41 |
| J.w. Cole Advisors, Inc. | 63,217 | 0.11 |
| Mirador Capital Partners LP | 62,246 | 9.41 |
| HighTower Advisors, LLC | 55,996 | 9.43 |
| Bank Of Montreal /can/ | 53,617 | 9.46 |
| Grimes & Company, Inc. | 48,776 | 9.41 |
| Chicago Partners Investment Group LLC | 48,739 | 8.21 |
| National Asset Management, Inc. | 45,796 | 9.41 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 2,236,826 | 9.41 |
| Bank Of America Corp /de/ | 1,397,383 | 9.41 |
| Rockefeller Capital Management L.P. | 455,314 | 9.41 |
| Advisors Asset Management, Inc. | 282,941 | 9.41 |
| Centaurus Financial, Inc. | 259,182 | 9.41 |
| Advisor Group Holdings, Inc. | 229,745 | 8.28 |
| Raymond James Financial Services Advisors, Inc. | 226,998 | 9.41 |
| Guggenheim Capital Llc | 203,063 | 9.41 |
| Commonwealth Equity Services, Llc | 114,810 | 9.41 |
| Shaker Financial Services, LLC | 113,808 | 9.41 |
| Wells Fargo & Company/mn | 89,264 | 9.41 |
| Raymond James & Associates | 73,408 | 9.41 |
| J.w. Cole Advisors, Inc. | 63,217 | 0.11 |
| Mirador Capital Partners LP | 62,246 | 9.41 |
| HighTower Advisors, LLC | 55,996 | 9.43 |
| Bank Of Montreal /can/ | 53,617 | 9.46 |
| Grimes & Company, Inc. | 48,776 | 9.41 |
| Chicago Partners Investment Group LLC | 48,739 | 8.21 |
| National Asset Management, Inc. | 45,796 | 9.41 |
| GWM Advisors LLC | 44,951 | 9.41 |
| Name | Shares | PPS |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1,440,216 | |
| Global Retirement Partners, LLC | 483 | 8.28 |
| Sound Income Strategies, LLC | 107 | 9.35 |
| Name | Shares | PPS |
|---|---|---|
| Mid Atlantic Financial Management Inc/adv | 21,600 | 12.18 |
| Moors & Cabot, Inc. | 5,476 | 87.47 |
| Koshinski Asset Management, Inc. | 278 | 10.79 |
| Plante Moran Financial Advisors, LLC | ||
| Mercer Global Advisors Inc /adv | ||
| FNY Investment Advisers, LLC | ||
| Css Llc/il | ||
| Hunting Hill Global Capital, LLC | ||
| Sit Investment Associates Inc | ||
| Thrivent Financial For Lutherans | ||
| Rivernorth Capital Management, Llc | ||
| Susquehanna International Group, Llp | ||
| Envestnet Asset Management Inc | ||
| Blue Bell Private Wealth Management, Llc | ||
| Citigroup Inc | ||
| Stifel Financial Corp | ||
| Fifth Third Bancorp | ||
| Cornerstone Advisors Inc | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Two Sigma Securities, Llc | ||
| MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | ||
| Yakira Capital Management, Inc. | ||
| Wolverine Asset Management Llc | ||
| Parametric Portfolio Associates Llc | ||
| Walleye Capital LLC | ||
| AE Wealth Management LLC | ||
| Mml Investors Services, Llc | ||
| Landscape Capital Management, L.l.c. | ||
| Proequities, Inc. | ||
| Wetherby Asset Management Inc | ||
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ||
| Fortitude Advisory Group L.L.C. | ||
| Franklin Resources Inc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Transcend Wealth Collective, Llc | 44,580 | 7.36 | 44,327 | 9.41 |
| Private Advisor Group, LLC | 35,505 | 7.35 | 30,260 | 9.42 |
| 180 Wealth Advisors, Llc | 26,891 | 7.40 | 25,951 | 8.98 |
| SOA Wealth Advisors, LLC. | 463 | 6.48 | 463 | 8.64 |
| 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 |
|---|---|---|
| Global Retirement Partners, LLC | 483 | 8.28 |
| Sound Income Strategies, LLC | 107 | 9.35 |
| Name | Shares | PPS |
|---|---|---|
| Koshinski Asset Management, Inc. | 278 | 10.79 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Transcend Wealth Collective, Llc | 44,580 | 7.36 | 44,327 | 9.41 |
| Private Advisor Group, LLC | 35,505 | 7.35 | 30,260 | 9.42 |
| 180 Wealth Advisors, Llc | 26,891 | 7.40 | 25,951 | 8.98 |
| SOA Wealth Advisors, LLC. | 463 | 6.48 | 463 | 8.64 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
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