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.
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.
Recent Quarter 7 New Institutes added
position
| Name |
Shares |
PPS |
| SUN VALLEY GOLD LLC |
48,576,015
|
|
| Fcmi Parent Co. |
27,161,401
|
|
| FMR LLC |
25,000,000
|
|
| ORION RESOURCE PARTNERS (USA) LP |
24,188,435
|
|
| CI INVESTMENTS INC. |
14,784,183
|
|
| Guardian Financial Partners, LLC
|
13,291
|
0.30 |
| Spire Wealth Management
|
3,500
|
0.29 |
Recent Quarter 26 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Rothschild Investment Corp /il
|
44,950
|
0.47 |
| JGLD - Amplify Pure Junior Gold Miners ETF
|
|
| Comerica Bank
|
|
| Hrt Financial Lp
|
|
| Gemmer Asset Management LLC
|
|
| Orion Portfolio Solutions, LLC
|
|
| Boothbay Fund Management, Llc
|
|
| National Asset Management, Inc.
|
|
| Ritholtz Wealth Management
|
|
| Squarepoint Ops LLC
|
|
| Deutsche Bank Ag\
|
|
| Kestra Private Wealth Services, Llc
|
|
| StoneX Group Inc.
|
|
| Valeo Financial Advisors, LLC
|
|
| 1832 Asset Management L.P.
|
|
| Virtu Financial LLC
|
|
| Proequities, Inc.
|
|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
|
|
| Aquire Wealth Advisors, LLC
|
|
| Ergoteles LLC
|
|
| Jane Street Group, Llc
|
|
| Pacific Global Investment Management Co
|
|
| Atom Investors LP
|
|
| Toroso Investments, LLC
|
|
| Toronto Dominion Bank
|
|
| Two Sigma Securities, Llc
|
|
Recent Quarter 3 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| BIVIX - Invenomic Fund Institutional Class shares
|
1,693,374
|
0.41 |
1,693,374
|
0.43 |
| Transcend Wealth Collective, Llc
|
70,000
|
0.31 |
70,000
|
0.44 |
| Gradient Investments LLC
|
20,000
|
0.30 |
20,000
|
0.45 |
Recent Quarter 1 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| FKRCX - Franklin Gold & Precious Metals Fund Class A
|
6,370,000
|
0.41 |
6,370,000
|
0.40 |
Recent Quarter 0 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
Recent Quarter 0 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 1 New Institutes added
position
| Name |
Shares |
PPS |
| Spire Wealth Management
|
3,500
|
0.29 |
Past Week 0 Institutes closed out their
positions
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
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
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
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