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 | 62 | 0.00 | 0.00 | 0.08 |
| Previous Quarter | 82 | 1.00 | 0.12 | 0.10 |
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 | 76 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 4 | 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 | 0 | 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 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 | 338,557 | 0.90 | 0.08 |
| Previous Quarter | 0 | 0.00 | 0.00 | 338,557 | 0.90 | 0.08 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 338,557 | 0.08 |
| American Portfolios Advisors | 400 | |
| IFP Advisors, Inc | 0 | |
| HighTower Advisors, LLC | 0 | |
| Cutler Group LP | 0 | |
| Vanguard Group Inc | 0 | |
| Renaissance Technologies Llc | 0 | |
| Cutler Group LP | 0 | |
| BlackRock Inc. | 0 | |
| International Assets Investment Management, Llc | 0 | |
| LPL Financial LLC | 0 | |
| Two Sigma Securities, Llc | 0 | |
| Geode Capital Management, Llc | 0 | |
| Tower Research Capital LLC (TRC) | 0 | |
| Harbour Investments, Inc. | 0 | |
| Wolverine Trading, Llc | 0 | |
| Proequities, Inc. | 0 | |
| Proequities, Inc. | 0 | |
| Warberg Asset Management LLC | 0 | |
| Wolverine Trading, Llc | 0 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 338,557 | 0.08 |
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110,717 | 0.12 |
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,598 | 0.12 |
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,795 | 0.13 |
| FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,135 | 0.10 |
| Hancock Whitney Corp | 10,000 | |
| IFP Advisors, Inc | 450 | 6.67 |
| American Portfolios Advisors | 400 | |
| BlackRock Inc. | 0 | |
| International Assets Investment Management, Llc | 0 | |
| LPL Financial LLC | 0 | |
| Two Sigma Securities, Llc | 0 | |
| Sabby Management, Llc | 0 | |
| Sabby Management, Llc | 0 | |
| Geode Capital Management, Llc | 0 | |
| Tower Research Capital LLC (TRC) | 0 | |
| Harbour Investments, Inc. | 0 | |
| Cutler Group LP | 0 | |
| D. E. Shaw & Co., Inc. | 0 | |
| Renaissance Technologies Llc | 0 |
| Name | Shares | PPS |
|---|---|---|
| Bank of New York Mellon Corp | 0 | |
| Brownstone Energy Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110,717 | 0.12 |
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,598 | 0.12 |
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,795 | 0.13 |
| FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,135 | 0.10 |
| Hancock Whitney Corp | 10,000 | |
| IFP Advisors, Inc | 450 | 6.67 |
| Simplex Trading, Llc | ||
| Bank of New York Mellon Corp | ||
| Citadel Advisors Llc | ||
| Citadel Advisors Llc | ||
| Susquehanna International Group, Llp | ||
| Renaissance Technologies Llc | ||
| HAP Trading, LLC | ||
| Susquehanna International Group, Llp | ||
| Hrt Financial Lp | ||
| Ellis Investment Partners, LLC | ||
| JNBA Financial Advisors | ||
| Vectors Research Management, LLC | ||
| Simplex Trading, Llc | ||
| Citigroup Inc | ||
| Simplex Trading, Llc | ||
| UBS Group AG | ||
| Prentice Wealth Management LLC | ||
| Apollon Wealth Management, LLC | ||
| Walleye Capital LLC | ||
| Toronto Dominion Bank | ||
| Bank Of America Corp /de/ | ||
| LPL Financial LLC | ||
| Goldman Sachs Group Inc | ||
| Two Sigma Investments, Lp | ||
| Gsa Capital Partners Llp | ||
| Raymond James & Associates | ||
| HighTower Advisors, LLC | ||
| Wolverine Trading, Llc | ||
| D. E. Shaw & Co., Inc. | ||
| Wolverine Trading, Llc | ||
| Cutler Group LP | ||
| Susquehanna International Group, Llp | ||
| Millennium Management Llc | ||
| Sabby Management, Llc | ||
| Money Concepts Capital Corp | ||
| Stone House Investment Management, LLC | ||
| Cutler Group LP | ||
| Two Sigma Securities, Llc | ||
| Retirement Income Solutions, Inc | ||
| Allworth Financial LP | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Advisor Group Holdings, Inc. | ||
| Wells Fargo & Company/mn | ||
| Geode Capital Management, Llc | ||
| Advisory Services Network, LLC | ||
| Commonwealth Equity Services, Llc | ||
| Belpointe Asset Management LLC | ||
| BlackRock Inc. | ||
| Tower Research Capital LLC (TRC) | ||
| Engineers Gate Manager LP | ||
| Citadel Advisors Llc | ||
| Signaturefd, Llc | ||
| Raymond James Financial Services Advisors, Inc. | ||
| HCR Wealth Advisors | ||
| Vanguard Group Inc | ||
| International Assets Investment Management, Llc | ||
| GWM Advisors LLC | ||
| Warberg Asset Management LLC | ||
| Northern Trust Corp | ||
| Kestra Advisory Services, LLC | ||
| Cetera Advisor Networks LLC | ||
| State Street Corp | ||
| Guardian Wealth Management, Inc. | ||
| Focused Wealth Management, Inc | ||
| Morgan Stanley | ||
| Royal Bank Of Canada | ||
| Harbour Investments, Inc. | ||
| Creative Planning | ||
| Cutler Group LP | ||
| Ayrton Capital LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Simplex Trading, Llc | 0 |
| Name | Previous Calls |
|---|---|
| HAP Trading, LLC | 0 |
| Wolverine Trading, Llc | 0 |
| Proequities, Inc. | 0 |
| Susquehanna International Group, Llp | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
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