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 22 23.00 23.25 23.24
Previous Quarter 22 23.00 23.25 23.24

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 1 7 0 0 0 0
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 0 1 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
Us Bancorp \de\ 375,133 23.25
CWM Advisors, LLC 122,793 23.25
UBS Group AG 79,396 23.25
Dimension Capital Management Llc 62,894 23.25
AE Wealth Management LLC 39,982 23.26
Janney Montgomery Scott LLC 32,398 23.24
Teamwork Financial Advisors, LLC 26,371 23.25
Avantax Advisory Services, Inc. 25,511 23.09
Old Mission Capital Llc 22,329 23.24
Jane Street Group, Llc 20,449 23.23
Flow Traders U.s. Llc 17,005 23.23
Bill Few Associates, Inc. 8,732 23.25
Joseph P. Lucia & Associates, LLC 6,804 23.22
First Horizon Advisors, Inc. 3,353 23.26
Advisor Group Holdings, Inc. 899 23.36
Bedel Financial Consulting, Inc. 44 22.73
Susquehanna International Group, Llp 0
Applied Capital LLC 0
Professional Financial Advisors, LLC 0
Cambridge Investment Research Advisors, Inc. 0

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
Us Bancorp \de\ 375,133 23.25
CWM Advisors, LLC 122,793 23.25
UBS Group AG 79,396 23.25
Dimension Capital Management Llc 62,894 23.25
AE Wealth Management LLC 39,982 23.26
Janney Montgomery Scott LLC 32,398 23.24
Teamwork Financial Advisors, LLC 26,371 23.25
Cambridge Investment Research Advisors, Inc. 25,916 23.27
Avantax Advisory Services, Inc. 25,511 23.09
Old Mission Capital Llc 22,329 23.24
Jane Street Group, Llc 20,449 23.23
Flow Traders U.s. Llc 17,005 23.23
Bill Few Associates, Inc. 8,732 23.25
Joseph P. Lucia & Associates, LLC 6,804 23.22
First Horizon Advisors, Inc. 3,353 23.26
Advisor Group Holdings, Inc. 899 23.36
Bedel Financial Consulting, Inc. 44 22.73
Applied Capital LLC 0
Morgan Stanley 0
Professional Financial Advisors, LLC 0

 

Recent Quarter Analysis

Name Shares PPS
Flow Traders U.s. Llc 17,005 23.23
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 25,916 23.27
Flow Traders U.s. Llc 17,005 23.23
Applied Capital LLC
Morgan Stanley
Susquehanna International Group, Llp
Professional Financial Advisors, LLC
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 25,916 23.27
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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