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	76	13.00	12.55	12.60
Previous Quarter	93	12.00	12.22	12.22

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	6	37	0	40	21	14
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	1	2	0	26	14	8
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
Northwestern Mutual Wealth Management Co	6,537,766	12.55
Global X Management CO LLC	1,245,759
Private Advisor Group, LLC	1,208,006	12.55
PNC FINANCIAL SERVICES GROUP, INC.	751,313
Mirae Asset Global Investments Co., Ltd.	531,190	12.55
McGuire Investment Group, LLC	516,232	12.55
One Capital Management, LLC	415,101	12.55
GXTG - Global X Thematic Growth ETF	399,621	13.83
Portland Global Advisors LLC	211,040	12.55
Royal Bank Of Canada	187,751	12.55
UBS Group AG	139,223	12.55
Raymond James Financial Services Advisors, Inc.	87,613	12.56
HighTower Advisors, LLC	70,540	12.55
LPL Financial LLC	62,068	12.55
Elmwood Wealth Management, Inc.	61,805	12.56
Manhattan West Asset Management, LLC	55,559	12.55
Sightline Wealth Advisors, LLC	54,420	12.59
Mml Investors Services, Llc	52,942	12.54
Nomura Asset Management Co Ltd	49,800	12.55
Oppenheimer Asset Management Inc.	46,580	12.56

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
Northwestern Mutual Wealth Management Co	4,415,318	12.22
Private Advisor Group, LLC	1,178,872	12.22
Pnc Financial Services Group, Inc.	792,575	12.22
Mirae Asset Global Investments Co., Ltd.	592,031	12.22
McGuire Investment Group, LLC	525,886	12.22
GXTG - Global X Thematic Growth ETF	468,508	12.00
One Capital Management, LLC	412,679	12.22
Portland Global Advisors LLC	199,115	12.22
UBS Group AG	163,686	12.22
Raymond James Financial Services Advisors, Inc.	91,163	12.22
Elmwood Wealth Management, Inc.	62,450	12.22
Mml Investors Services, Llc	61,724	12.22
HighTower Advisors, LLC	56,440	12.23
Manhattan West Asset Management, LLC	50,804	12.22
LPL Financial LLC	50,121	12.21
Oppenheimer Asset Management Inc.	46,389	12.22
Banco Santander, S.A.	43,630	12.22
Sightline Wealth Advisors, LLC	40,962	12.23
IHT Wealth Management, LLC	35,876	12.21
Insight Advisors, LLC/ PA	31,675	15.34

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
Global X Management CO LLC	1,245,759
PNC FINANCIAL SERVICES GROUP, INC.	751,313
Intrua Financial, LLC	22,986	12.53
Halbert Hargrove Global Advisors, Llc	13,908	12.58
BKD Wealth Advisors, LLC	11,954	12.55
Coastal Investment Advisors, Inc.	130	15.38

Recent Quarter 37 Institutes closed out their positions

Name	Shares	PPS
Avidian Wealth Solutions, LLC	12,302	12.19
Salem Investment Counselors Inc	1,550	12.26
Lakeview Capital Partners, LLC	1,020	11.76
Financial Connections Group, Inc.	350	11.43
Ahrens Investment Partners LLC	200	10.00
Cetera Advisors LLC
GeoWealth Management, LLC
Covestor Ltd
Oppenheimer & Co Inc
JNBA Financial Advisors
Gerber Kawasaki Wealth & Investment Management
Chevy Chase Trust Holdings, Inc.
Parallel Advisors, LLC
Compagnie Lombard Odier SCmA
Main Management LLC
Sowell Financial Services LLC
Raymond James & Associates
Maripau Wealth Management Llc
Stifel Financial Corp
Hsbc Holdings Plc
Fmr Llc
Change Path, LLC
Tcwp Llc
Citadel Advisors Llc
Commonwealth Equity Services, Llc
Jaffetilchin Investment Partners, LLC
Optiver Holding B.V.
Jane Street Group, Llc
Quantitative Advantage, LLC
Centaurus Financial, Inc.
Snowden Capital Advisors LLC
Flagship Harbor Advisors, Llc
Patten Group, Inc.
Jacobi Capital Management LLC
Financial Engines Advisors L.L.C.
Vontobel Holding Ltd.
Brighton Jones Llc

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 40 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Northwestern Mutual Wealth Management Co	6,537,766	12.55	4,415,318	12.22
Private Advisor Group, LLC	1,208,006	12.55	1,178,872	12.22
Mirae Asset Global Investments Co., Ltd.	531,190	12.55	592,031	12.22
McGuire Investment Group, LLC	516,232	12.55	525,886	12.22
One Capital Management, LLC	415,101	12.55	412,679	12.22
GXTG - Global X Thematic Growth ETF	399,621	13.83	468,508	12.00
Portland Global Advisors LLC	211,040	12.55	199,115	12.22
Royal Bank Of Canada	187,751	12.55	30,366	12.22
UBS Group AG	139,223	12.55	163,686	12.22
Raymond James Financial Services Advisors, Inc.	87,613	12.56	91,163	12.22
HighTower Advisors, LLC	70,540	12.55	56,440	12.23
LPL Financial LLC	62,068	12.55	50,121	12.21
Elmwood Wealth Management, Inc.	61,805	12.56	62,450	12.22
Manhattan West Asset Management, LLC	55,559	12.55	50,804	12.22
Sightline Wealth Advisors, LLC	54,420	12.59	40,962	12.23
Mml Investors Services, Llc	52,942	12.54	61,724	12.22
Nomura Asset Management Co Ltd	49,800	12.55	100	10.00
Oppenheimer Asset Management Inc.	46,580	12.56	46,389	12.22
Banco Santander, S.A.	27,800	12.55	43,630	12.22
Bank Of America Corp /de/	27,276	12.54	21,303	12.25

Recent Quarter 21 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Northwestern Mutual Wealth Management Co	2,122,448	6,537,766	12.55	4,415,318	12.22	48.07
Royal Bank Of Canada	157,385	187,751	12.55	30,366	12.22	518.29
Nomura Asset Management Co Ltd	49,700	49,800	12.55	100	10.00	49700.00
Private Advisor Group, LLC	29,134	1,208,006	12.55	1,178,872	12.22	2.47
Susquehanna International Group, Llp	25,919	25,919	12.54	0		0.00
Envestnet Asset Management Inc	16,547	16,547	12.57	0		0.00
HighTower Advisors, LLC	14,100	70,540	12.55	56,440	12.23	24.98
Sightline Wealth Advisors, LLC	13,458	54,420	12.59	40,962	12.23	32.85
LPL Financial LLC	11,947	62,068	12.55	50,121	12.21	23.84
Portland Global Advisors LLC	11,925	211,040	12.55	199,115	12.22	5.99
Bank Of America Corp /de/	5,973	27,276	12.54	21,303	12.25	28.04
Avantax Advisory Services, Inc.	5,539	26,650	12.53	21,111	12.22	26.24
Manhattan West Asset Management, LLC	4,755	55,559	12.55	50,804	12.22	9.36
Stratos Wealth Partners, LTD.	2,865	24,935	12.55	22,070	12.23	12.98
Founders Financial Alliance, LLC	2,769	2,769	12.64	0		0.00
Capital Analysts, Inc.	2,665	12,080		9,415		28.31
One Capital Management, LLC	2,422	415,101	12.55	412,679	12.22	0.59
Simplex Trading, Llc	1,537	2,311	12.55	774	11.63	198.58
Cutler Group LP	288	688	11.63	400	10.00	72.00
Oppenheimer Asset Management Inc.	191	46,580	12.56	46,389	12.22	0.41

Recent Quarter 14 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Pnc Financial Services Group, Inc.	785,328	7,247	12.56	792,575	12.22	-99.09
GXTG - Global X Thematic Growth ETF	68,887	399,621	13.83	468,508	12.00	-14.70
Mirae Asset Global Investments Co., Ltd.	60,841	531,190	12.55	592,031	12.22	-10.28
UBS Group AG	24,463	139,223	12.55	163,686	12.22	-14.95
Banco Santander, S.A.	15,830	27,800	12.55	43,630	12.22	-36.28
McGuire Investment Group, LLC	9,654	516,232	12.55	525,886	12.22	-1.84
Mml Investors Services, Llc	8,782	52,942	12.54	61,724	12.22	-14.23
Raymond James Financial Services Advisors, Inc.	3,550	87,613	12.56	91,163	12.22	-3.89
Qube Research & Technologies Ltd	1,025	1,095	12.79	2,120	12.26	-48.35
Archford Capital Strategies, LLC	676	22,963		23,639		-2.86
Elmwood Wealth Management, Inc.	645	61,805	12.56	62,450	12.22	-1.03
Bank Of Montreal /can/	400	125	16.00	525	13.33	-76.19
IFP Advisors, Inc	244	2,320	15.09	2,564	14.82	-9.52
Proequities, Inc.	170	1,823	12.62	1,993	12.04	-8.53

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 1 New Institutes added position

Name	Shares	PPS
Intrua Financial, LLC	22,986	12.53

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Lakeview Capital Partners, LLC	1,020	11.76
Salem Investment Counselors Inc	1,550	12.26

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 26 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Northwestern Mutual Wealth Management Co	6,537,766	12.55	4,415,318	12.22
Mirae Asset Global Investments Co., Ltd.	531,190	12.55	592,031	12.22
One Capital Management, LLC	415,101	12.55	412,679	12.22
Royal Bank Of Canada	187,751	12.55	30,366	12.22
UBS Group AG	139,223	12.55	163,686	12.22
HighTower Advisors, LLC	70,540	12.55	56,440	12.23
LPL Financial LLC	62,068	12.55	50,121	12.21
Elmwood Wealth Management, Inc.	61,805	12.56	62,450	12.22
Manhattan West Asset Management, LLC	55,559	12.55	50,804	12.22
Mml Investors Services, Llc	52,942	12.54	61,724	12.22
Nomura Asset Management Co Ltd	49,800	12.55	100	10.00
Oppenheimer Asset Management Inc.	46,580	12.56	46,389	12.22
Bank Of America Corp /de/	27,276	12.54	21,303	12.25
Susquehanna International Group, Llp	25,919	12.54	0
Envestnet Asset Management Inc	16,547	12.57	0
Stelac Advisory Services LLC	12,742	12.56	12,742	12.24
Morgan Stanley	11,629	12.55	11,448	12.23
Pnc Financial Services Group, Inc.	7,247	12.56	792,575	12.22
Advisor Group Holdings, Inc.	3,085	12.64	3,085	11.99
Founders Financial Alliance, LLC	2,769	12.64	0
Proequities, Inc.	1,823	12.62	1,993	12.04
Edmond De Rothschild Holding S.a.	1,260	12.70	1,260	11.90
Lindbrook Capital, Llc	1,250	12.80	1,250	12.00
Qube Research & Technologies Ltd	1,095	12.79	2,120	12.26
Tradition Wealth Management, LLC	1,000	13.00	1,000	12.00
Bank Of Montreal /can/	125	16.00	525	13.33

Past Week 14 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Northwestern Mutual Wealth Management Co	2,122,448	6,537,766	12.55	4,415,318	12.22	48.07
Royal Bank Of Canada	157,385	187,751	12.55	30,366	12.22	518.29
Nomura Asset Management Co Ltd	49,700	49,800	12.55	100	10.00	49700.00
Susquehanna International Group, Llp	25,919	25,919	12.54	0		0.00
Envestnet Asset Management Inc	16,547	16,547	12.57	0		0.00
HighTower Advisors, LLC	14,100	70,540	12.55	56,440	12.23	24.98
LPL Financial LLC	11,947	62,068	12.55	50,121	12.21	23.84
Bank Of America Corp /de/	5,973	27,276	12.54	21,303	12.25	28.04
Manhattan West Asset Management, LLC	4,755	55,559	12.55	50,804	12.22	9.36
Founders Financial Alliance, LLC	2,769	2,769	12.64	0		0.00
Capital Analysts, Inc.	2,665	12,080		9,415		28.31
One Capital Management, LLC	2,422	415,101	12.55	412,679	12.22	0.59
Oppenheimer Asset Management Inc.	191	46,580	12.56	46,389	12.22	0.41
Morgan Stanley	181	11,629	12.55	11,448	12.23	1.58

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Pnc Financial Services Group, Inc.	785,328	7,247	12.56	792,575	12.22	-99.09
Mirae Asset Global Investments Co., Ltd.	60,841	531,190	12.55	592,031	12.22	-10.28
UBS Group AG	24,463	139,223	12.55	163,686	12.22	-14.95
Mml Investors Services, Llc	8,782	52,942	12.54	61,724	12.22	-14.23
Qube Research & Technologies Ltd	1,025	1,095	12.79	2,120	12.26	-48.35
Elmwood Wealth Management, Inc.	645	61,805	12.56	62,450	12.22	-1.03
Bank Of Montreal /can/	400	125	16.00	525	13.33	-76.19
Proequities, Inc.	170	1,823	12.62	1,993	12.04	-8.53

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