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 43 20.00 20.97 18.23
Previous Quarter 45 21.00 20.98 18.43

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 16 2 0 1 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 2 0 1 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
Proficio Capital Partners LLC 138,296 20.98
Lionsbridge Wealth Management LLC 72,938 20.98
Verity Asset Management, Inc. 58,560 0.05
Raymond James Financial Services Advisors, Inc. 36,594 20.96
Jane Street Group, Llc 21,902 20.96
Weaver Consulting Group 18,781 20.98
Gladstone Institutional Advisory LLC 18,654 20.96
Royal Bank Of Canada 16,128 20.96
Lincoln National Corp 15,874 20.98
LPL Financial LLC 15,730 20.98
Cambridge Investment Research Advisors, Inc. 15,345 14.40
Prudential Plc 13,790 20.96
AlphaStar Capital Management, LLC 10,900 21.01
Morgan Stanley 10,425 20.91
Highlander Capital Management, LLC 10,329
Cetera Investment Advisers 9,784 20.95
Tradition Wealth Management, LLC 6,392 20.96
Advisor Group Holdings, Inc. 3,858 21.25
Cutler Group LP 2,100
Proequities, Inc. 1,769 20.92

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
Proficio Capital Partners LLC 138,296 20.98
Lionsbridge Wealth Management LLC 72,938 20.98
Verity Asset Management, Inc. 58,560 0.05
Raymond James Financial Services Advisors, Inc. 36,594 20.96
Jane Street Group, Llc 21,902 20.96
Weaver Consulting Group 18,781 20.98
Gladstone Institutional Advisory LLC 18,654 20.96
Royal Bank Of Canada 16,128 20.96
Lincoln National Corp 15,874 20.98
LPL Financial LLC 15,730 20.98
Cambridge Investment Research Advisors, Inc. 14,211 20.97
Prudential Plc 13,790 20.96
AlphaStar Capital Management, LLC 10,900 21.01
Morgan Stanley 10,425 20.91
Highlander Capital Management, LLC 10,329
Cetera Investment Advisers 9,784 20.95
Tradition Wealth Management, LLC 6,392 20.96
Advisor Group Holdings, Inc. 3,858 21.25
Cutler Group LP 2,100
Proequities, Inc. 1,769 20.92

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
IFP Advisors, Inc 1,079 15.76
Wolverine Trading, Llc
Citigroup Inc
Simplex Trading, Llc
Susquehanna International Group, Llp
Selective Wealth Management, Inc.
J Arnold Wealth Management Co
SOUTH STATE Corp
Benjamin F. Edwards & Company, Inc.
Fmr Llc
Wells Fargo & Company/mn
Toroso Investments, LLC
Janney Montgomery Scott LLC
Signet Financial Management, Llc
UBS Group AG
Commonwealth Equity Services, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 15,345 14.40 14,211 20.97
Newbridge Financial Services Group, Inc. 275 14.55 275 21.82
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,134 15,345 14.40 14,211 20.97 7.98
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
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

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 15,345 14.40 14,211 20.97
Newbridge Financial Services Group, Inc. 275 14.55 275 21.82
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,134 15,345 14.40 14,211 20.97 7.98
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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 Percent Decrease
Name