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	57	12.00	11.72	11.72
Previous Quarter	66	12.00	11.72	11.77

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	1	28	1	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	1	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 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
Morgan Stanley	1,517,199	11.72
Bank Of America Corp /de/	778,455	11.72
BANK OF AMERICA CORP /DE/	773,663
Guggenheim Capital Llc	307,596	11.72
Advisors Asset Management, Inc.	306,731	11.72
Rockefeller Capital Management L.P.	237,020	11.72
Aviance Capital Partners, LLC	147,585	11.72
Advisor Group Holdings, Inc.	138,887	11.71
LPL Financial LLC	94,117	11.72
Centaurus Financial, Inc.	81,663	11.72
Parisi Gray Wealth Management	74,000	11.72
Seacrest Wealth Management, Llc	50,860	11.72
Invesco Ltd.	40,156	11.73
GWM Advisors LLC	39,002	11.72
Commonwealth Equity Services, Llc	38,000	11.71
First Republic Investment Management, Inc.	37,296	11.72
Susquehanna International Group, Llp	31,516	13.14
Pathway Financial Advisors LLC	30,207	11.72
Claybrook Capital, LLC	29,090	11.72
UBS Group AG	27,334	11.71

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	1,517,199	11.72
Bank Of America Corp /de/	778,455	11.72
Guggenheim Capital Llc	307,596	11.72
Advisors Asset Management, Inc.	306,731	11.72
Rockefeller Capital Management L.P.	237,020	11.72
Aviance Capital Partners, LLC	147,585	11.72
Advisor Group Holdings, Inc.	138,887	11.71
LPL Financial LLC	94,117	11.72
Centaurus Financial, Inc.	81,663	11.72
Parisi Gray Wealth Management	74,000	11.72
Seacrest Wealth Management, Llc	50,860	11.72
Harbor Financial Services, Llc	47,600	14.64
Invesco Ltd.	40,156	11.73
GWM Advisors LLC	39,002	11.72
Commonwealth Equity Services, Llc	38,000	11.71
First Republic Investment Management, Inc.	37,296	11.72
Susquehanna International Group, Llp	31,516	13.14
Pathway Financial Advisors LLC	30,207	11.72
Claybrook Capital, LLC	29,090	11.72
UBS Group AG	27,334	11.71

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
BANK OF AMERICA CORP /DE/	773,663

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
Harbor Financial Services, Llc	47,600	14.64
Mid Atlantic Financial Management Inc/adv	18,900	14.66
FNY Investment Advisers, LLC
Yakira Capital Management, Inc.
Rivernorth Capital Management, Llc
Jpmorgan Chase & Co
Blue Bell Private Wealth Management, Llc
Koshinski Asset Management, Inc.
RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P
Quad-Cities Investment Group, LLC
Shaker Financial Services, LLC
Fmr Llc
CoreCap Advisors, LLC
Wolverine Asset Management Llc
Level Four Advisory Services, Llc
Sit Investment Associates Inc
Nomura Holdings Inc
Virtu Financial LLC
Snowden Capital Advisors LLC
Geneos Wealth Management Inc.
Proequities, Inc.
Landscape Capital Management, L.l.c.
Baird Financial Group, Inc.
Envestnet Asset Management Inc
Walleye Capital LLC
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
CIBC Private Wealth Group, LLC
Birchcreek Wealth Management, LLC

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Raymond James Trust N.a.	13,700	9.12	13,700	11.68

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Raymond James Trust N.a.	13,700	9.12	13,700	11.68

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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