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 82 3.00 2.54 2.44
Previous Quarter 76 2.00 2.25 2.33

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 13 34 2 31 10 9
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 2 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 8 1 25 10 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 2 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 333,439 0.00 0.00 0 0.00 0.00
Previous Quarter 333,274 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
GoldMining Inc. 20,000,000
BARRICK GOLD CORP 9,393,681
LEE JIMMY S H 7,425,545
McEwen Robert Ross 7,224,551
Van Eck Associates Corp 5,164,869 2.54
GDXJ - VanEck Vectors Junior Gold Miners ETF 4,832,752 2.25
Caisse De Depot Et Placement Du Quebec 2,268,517 2.54
Bank Of Montreal /can/ 2,201,449 2.58
Sprott Eric 1,148,438
Amundi 737,344 2.84
Shell Asset Management Co 690,273 2.54
Sprott Inc. 655,691 2.54
BlackRock Inc. 333,439 2.54
Steward Partners Investment Advisory, Llc 228,663 0.00
Peterson Wealth Advisors, LLC 185,783 2.54
Citadel Advisors Llc 152,884 2.25
Renaissance Technologies Llc 134,836 2.54
Jane Street Group, Llc 91,602 2.54
Susquehanna International Group, Llp 57,500 2.54
Citadel Advisors Llc 52,400 2.25

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
Van Eck Associates Corp 5,330,443 2.25
GDXJ - VanEck Vectors Junior Gold Miners ETF 4,832,752 2.25
Caisse De Depot Et Placement Du Quebec 2,268,517 2.25
Bank Of Montreal /can/ 2,199,684 2.90
Sprott Inc. 890,191 2.25
Shell Asset Management Co 885,499 2.25
Amundi 650,000 2.46
BlackRock Inc. 333,274 2.25
Steward Partners Investment Advisory, Llc 183,666
Citadel Advisors Llc 152,884 2.25
Susquehanna International Group, Llp 145,976 2.25
Royal Bank Of Canada 118,991 2.25
Susquehanna International Group, Llp 106,100 2.25
Bank Of America Corp /de/ 86,308 2.25
Cubist Systematic Strategies, LLC 80,900 2.25
Morgan Stanley 78,906 2.24
Citadel Advisors Llc 52,400 2.25
Simplex Trading, Llc 42,837 2.24
UBS Group AG 41,535 2.24
PEAK6 Investments LLC 39,900 2.26

 

Recent Quarter Analysis

Name Shares PPS
GoldMining Inc. 20,000,000
BARRICK GOLD CORP 9,393,681
LEE JIMMY S H 7,425,545
McEwen Robert Ross 7,224,551
Sprott Eric 1,148,438
Peterson Wealth Advisors, LLC 185,783 2.54
Jane Street Group, Llc 91,602 2.54
Susquehanna Fundamental Investments, Llc 48,000 2.54
Old Mission Capital Llc 21,571 2.55
Western Wealth Management, LLC 20,600 2.57
Fifth Third Bancorp 1,000 3.00
Toth Financial Advisory Corp 375 2.67
Fmr Llc 1
Name Shares PPS
Citadel Advisors Llc 152,884 2.25
Bank Of America Corp /de/ 86,308 2.25
Cubist Systematic Strategies, LLC 80,900 2.25
Riverwater Partners LLC 38,152 2.25
Flow Traders U.s. Llc 16,511 2.24
Schonfeld Strategic Advisors LLC 13,300 2.26
Citigroup Inc 8,675 2.31
National Bank Of Canada /fi/ 3,000 2.33
Geneos Wealth Management Inc. 2,000 2.00
Credit Suisse Ag/ 773 2.59
O'Dell Group, LLC 200
Point72 Hong Kong Ltd 39
Arrowstreet Capital, Limited Partnership
Eschler Asset Management LLP
Proequities, Inc.
Stifel Financial Corp
Fermata Advisors, LLC
Cutler Group LP
Tradition Wealth Management, LLC
Belvedere Trading LLC
D. E. Shaw & Co., Inc.
Gemmer Asset Management LLC
Rockefeller Capital Management L.P.
HAP Trading, LLC
Creative Planning
Anson Funds Management LP
Cutler Group LP
Wolverine Trading, Llc
Squarepoint Ops LLC
Paloma Partners Management Co
Antonetti Capital Management LLC
Wolverine Trading, Llc
K.J. Harrison & Partners Inc
Cutler Group LP
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of Montreal /can/ 2,201,449 2.58 2,199,684 2.90
FinTrust Capital Advisors, LLC 497 2.01 994 3.02
Name Current Shares Current PPS Previous Shares Previous PPS
Van Eck Associates Corp 5,164,869 2.54 5,330,443 2.25
Caisse De Depot Et Placement Du Quebec 2,268,517 2.54 2,268,517 2.25
Amundi 737,344 2.84 650,000 2.46
Shell Asset Management Co 690,273 2.54 885,499 2.25
Sprott Inc. 655,691 2.54 890,191 2.25
BlackRock Inc. 333,439 2.54 333,274 2.25
Steward Partners Investment Advisory, Llc 228,663 0.00 183,666
Renaissance Technologies Llc 134,836 2.54 0
Susquehanna International Group, Llp 57,500 2.54 145,976 2.25
UBS Group AG 41,666 2.54 41,535 2.24
PEAK6 Investments LLC 39,900 2.53 39,900 2.26
Commonwealth Equity Services, Llc 36,485 2.52 25,460 2.24
Independent Wealth Network Inc. 33,373 2.55 33,373 2.25
Morgan Stanley 32,589 2.55 78,906 2.24
Thompson Davis & Co., Inc. 31,000 2.55 35,300 2.24
Savant Capital, LLC 28,735 2.54 28,735 2.26
Royal Bank Of Canada 26,325 2.55 118,991 2.25
Huntington National Bank 24,501 2.53 24,501 2.24
LPL Financial LLC 21,783 2.52 15,833 2.27
Vontobel Holding Ltd. 21,000 2.52 21,000 2.24
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Renaissance Technologies Llc 134,836 134,836 2.54 0 0.00
Amundi 87,344 737,344 2.84 650,000 2.46 13.44
Steward Partners Investment Advisory, Llc 44,997 228,663 0.00 183,666 24.50
Commonwealth Equity Services, Llc 11,025 36,485 2.52 25,460 2.24 43.30
LPL Financial LLC 5,950 21,783 2.52 15,833 2.27 37.58
Bank Of Montreal /can/ 1,765 2,201,449 2.58 2,199,684 2.90 0.08
Toronto Dominion Bank 338 1,034 2.90 696 2.87 48.56
BlackRock Inc. 165 333,439 2.54 333,274 2.25 0.05
UBS Group AG 131 41,666 2.54 41,535 2.24 0.32
Carolinas Wealth Consulting Llc 4 1,006 2.98 1,002 2.00 0.40
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Sprott Inc. 234,500 655,691 2.54 890,191 2.25 -26.34
Shell Asset Management Co 195,226 690,273 2.54 885,499 2.25 -22.05
Van Eck Associates Corp 165,574 5,164,869 2.54 5,330,443 2.25 -3.11
Royal Bank Of Canada 92,666 26,325 2.55 118,991 2.25 -77.88
Morgan Stanley 46,317 32,589 2.55 78,906 2.24 -58.70
Simplex Trading, Llc 22,623 20,214 2.52 42,837 2.24 -52.81
Thompson Davis & Co., Inc. 4,300 31,000 2.55 35,300 2.24 -12.18
Group One Trading, L.p. 3,500 3,163 2.53 6,663 2.25 -52.53
FinTrust Capital Advisors, LLC 497 497 2.01 994 3.02 -50.00
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
Wolverine Trading, Llc 10,900 10,900 0 0.00
HAP Trading, LLC 13,900 13,900 0 0.00
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Susquehanna International Group, Llp 88,476 57,500 145,976 -60.61
Name

Past Week Analysis

Name Shares PPS
Jane Street Group, Llc 91,602 2.54
Susquehanna Fundamental Investments, Llc 48,000 2.54
Old Mission Capital Llc 21,571 2.55
Fmr Llc 1
Name Shares PPS
Citigroup Inc 8,675 2.31
Credit Suisse Ag/ 773 2.59
Point72 Hong Kong Ltd 39
Geneos Wealth Management Inc. 2,000 2.00
Bank Of America Corp /de/ 86,308 2.25
Flow Traders U.s. Llc 16,511 2.24
Schonfeld Strategic Advisors LLC 13,300 2.26
Cubist Systematic Strategies, LLC 80,900 2.25
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of Montreal /can/ 2,201,449 2.58 2,199,684 2.90
Name Current Shares Current PPS Previous Shares Previous PPS
Caisse De Depot Et Placement Du Quebec 2,268,517 2.54 2,268,517 2.25
Amundi 737,344 2.84 650,000 2.46
Shell Asset Management Co 690,273 2.54 885,499 2.25
Sprott Inc. 655,691 2.54 890,191 2.25
BlackRock Inc. 333,439 2.54 333,274 2.25
Steward Partners Investment Advisory, Llc 228,663 0.00 183,666
Renaissance Technologies Llc 134,836 2.54 0
UBS Group AG 41,666 2.54 41,535 2.24
Commonwealth Equity Services, Llc 36,485 2.52 25,460 2.24
Morgan Stanley 32,589 2.55 78,906 2.24
Thompson Davis & Co., Inc. 31,000 2.55 35,300 2.24
Susquehanna International Group, Llp 30,662 2.54 145,976 2.25
Royal Bank Of Canada 26,325 2.55 118,991 2.25
LPL Financial LLC 21,783 2.52 15,833 2.27
PEAK6 Investments LLC 21,334 2.53 39,900 2.26
Mercer Global Advisors Inc /adv 18,447 2.55 18,447 2.28
Goldman Sachs Group Inc 14,014 2.57 14,014 2.28
HAP Trading, LLC 13,900 0.43 0
Wolverine Trading, Llc 10,900 2.48 0
Advisor Group Holdings, Inc. 7,000 2.57 7,000 2.29
Group One Trading, L.p. 3,163 2.53 6,663 2.25
Stonehage Fleming Financial Services Holdings Ltd 2,855 2.45 2,855 2.10
Toronto Dominion Bank 1,034 2.90 696 2.87
Carolinas Wealth Consulting Llc 1,006 2.98 1,002 2.00
Pnc Financial Services Group, Inc. 1,000 3.00 1,000 2.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Renaissance Technologies Llc 134,836 134,836 2.54 0 0.00
Amundi 87,344 737,344 2.84 650,000 2.46 13.44
Steward Partners Investment Advisory, Llc 44,997 228,663 0.00 183,666 24.50
Commonwealth Equity Services, Llc 11,025 36,485 2.52 25,460 2.24 43.30
LPL Financial LLC 5,950 21,783 2.52 15,833 2.27 37.58
Bank Of Montreal /can/ 1,765 2,201,449 2.58 2,199,684 2.90 0.08
Toronto Dominion Bank 338 1,034 2.90 696 2.87 48.56
BlackRock Inc. 165 333,439 2.54 333,274 2.25 0.05
UBS Group AG 131 41,666 2.54 41,535 2.24 0.32
Carolinas Wealth Consulting Llc 4 1,006 2.98 1,002 2.00 0.40
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Sprott Inc. 234,500 655,691 2.54 890,191 2.25 -26.34
Shell Asset Management Co 195,226 690,273 2.54 885,499 2.25 -22.05
Susquehanna International Group, Llp 115,314 30,662 2.54 145,976 2.25 -79.00
Royal Bank Of Canada 92,666 26,325 2.55 118,991 2.25 -77.88
Morgan Stanley 46,317 32,589 2.55 78,906 2.24 -58.70
PEAK6 Investments LLC 18,566 21,334 2.53 39,900 2.26 -46.53
Thompson Davis & Co., Inc. 4,300 31,000 2.55 35,300 2.24 -12.18
Group One Trading, L.p. 3,500 3,163 2.53 6,663 2.25 -52.53
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
Wolverine Trading, Llc 10,900 10,900 0 0.00
HAP Trading, LLC 13,900 13,900 0 0.00
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name