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	31	8350.00	31.65	4210.02
Previous Quarter	36	27.00	26.02	26.02

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	3	16	3	14	3	6
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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 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
Flow Traders U.s. Llc	24,166	0.04
Kestra Advisory Services, LLC	19,059	31.64
Old Mission Capital Llc	17,199	31.63
Avidian Wealth Solutions, LLC	13,717	31626.89
Advisor Group Holdings, Inc.	13,100	31.60
Jane Street Group, Llc	13,065	31.61
Susquehanna International Group, Llp	12,826	31.65
Rockefeller Capital Management L.P.	6,490
UBS Group AG	1,992	31.63
Atria Wealth Solutions, Inc.	1,913	105.07
Simplex Trading, Llc	1,723	31.34
Worth Asset Management, LLC	1,145	31627.07
Lindbrook Capital, Llc	900	31626.67
Global Retirement Partners, LLC	427	32.79
Barclays Plc	371
Morgan Stanley	350	31.43
Ameliora Wealth Management Ltd.	309	31627.83
Spire Wealth Management	197	30.46
HHM Wealth Advisors, LLC	115	31626.09
Sandy Spring Bank	20	50.00

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
Flow Traders U.s. Llc	37,541	26.02
Jane Street Group, Llc	37,318	26.02
Susquehanna International Group, Llp	19,704	26.04
Old Mission Capital Llc	18,135	26.03
Kestra Advisory Services, LLC	16,821
Avidian Wealth Solutions, LLC	13,717	26.03
Advisor Group Holdings, Inc.	10,598	26.04
MMCAP International Inc. SPC	7,621	25.98
Rockefeller Capital Management L.P.	6,490	25.89
Simplex Trading, Llc	2,548	25.90
UBS Group AG	2,542	25.96
Lindbrook Capital, Llc	900	25.56
Barclays Plc	371	26.95
Morgan Stanley	350	25.71
Ameliora Wealth Management Ltd.	309	25.89
Spire Wealth Management	197	25.38
HHM Wealth Advisors, LLC	115	26.09
Sandy Spring Bank	20	50.00
Tower Research Capital LLC (TRC)	0
Royal Bank Of Canada	0

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Worth Asset Management, LLC	1,145	31627.07
Global Retirement Partners, LLC	427	32.79
U.S. Capital Wealth Advisors, LLC	20	50.00

Recent Quarter 16 Institutes closed out their positions

Name	Shares	PPS
MMCAP International Inc. SPC	7,621	25.98
Fortitude Advisory Group L.L.C.
Royal Bank Of Canada
Wells Fargo & Company/mn
Group One Trading, L.p.
Spence Asset Management
Scotia Capital Inc.
Proequities, Inc.
Tower Research Capital LLC (TRC)
Global Endowment Management, LP
Cetera Advisor Networks LLC
Wolverine Trading, Llc
Venture Visionary Partners LLC
Bank Of America Corp /de/
BCJ Capital Management, LLC
Belvedere Trading LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flow Traders U.s. Llc	24,166	0.04	37,541	26.02
Rockefeller Capital Management L.P.	6,490		6,490	25.89
Barclays Plc	371		371	26.95

Recent Quarter 14 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Kestra Advisory Services, LLC	19,059	31.64	16,821
Old Mission Capital Llc	17,199	31.63	18,135	26.03
Avidian Wealth Solutions, LLC	13,717	31626.89	13,717	26.03
Advisor Group Holdings, Inc.	13,100	31.60	10,598	26.04
Jane Street Group, Llc	13,065	31.61	37,318	26.02
Susquehanna International Group, Llp	12,826	31.65	19,704	26.04
UBS Group AG	1,992	31.63	2,542	25.96
Atria Wealth Solutions, Inc.	1,913	105.07	0
Simplex Trading, Llc	1,723	31.34	2,548	25.90
Lindbrook Capital, Llc	900	31626.67	900	25.56
Morgan Stanley	350	31.43	350	25.71
Ameliora Wealth Management Ltd.	309	31627.83	309	25.89
Spire Wealth Management	197	30.46	197	25.38
HHM Wealth Advisors, LLC	115	31626.09	115	26.09

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Advisor Group Holdings, Inc.	2,502	13,100	31.60	10,598	26.04	23.61
Kestra Advisory Services, LLC	2,238	19,059	31.64	16,821		13.30
Atria Wealth Solutions, Inc.	1,913	1,913	105.07	0		0.00

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Jane Street Group, Llc	24,253	13,065	31.61	37,318	26.02	-64.99
Flow Traders U.s. Llc	13,375	24,166	0.04	37,541	26.02	-35.63
Susquehanna International Group, Llp	6,878	12,826	31.65	19,704	26.04	-34.91
Old Mission Capital Llc	936	17,199	31.63	18,135	26.03	-5.16
Simplex Trading, Llc	825	1,723	31.34	2,548	25.90	-32.38
UBS Group AG	550	1,992	31.63	2,542	25.96	-21.64

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0

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 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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