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	85	7.00	7.14	7.13
Previous Quarter	95	108.00	7.14	8.60

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	22	6	2	5	1
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	2	4	0	2	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
LPL Financial LLC	963,569	7.14
Commonwealth Equity Services, Llc	916,293	7.14
Morgan Stanley	767,091	7.14
Royal Bank Of Canada	274,821	7.14
Gamco Investors, Inc. Et Al	242,514	7.14
Advisor Group Holdings, Inc.	239,700	7.14
Foundations Investment Advisors, LLC	151,058	7.07
International Assets Investment Management, Llc	127,833	7.14
UBS Group AG	114,982	7.14
Janney Montgomery Scott LLC	104,052	7.14
Raymond James & Associates	90,657	7.14
Bank Of America Corp /de/	90,605	7.14
Wells Fargo & Company/mn	89,358	7.14
Raymond James Financial Services Advisors, Inc.	71,338	7.14
Cambridge Investment Research Advisors, Inc.	63,944	6.80
Rothschild Investment Corp /il	52,199	6.80
Kellett Schaffner Wealth Advisors LLC	51,538	7.14
Kestra Advisory Services, LLC	45,654	7.14
Cetera Investment Advisers	40,515	7.13
Coco Enterprises, LLC	39,392	7.13

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
LPL Financial LLC	963,569	7.14
Commonwealth Equity Services, Llc	916,293	7.14
Morgan Stanley	767,091	7.14
Royal Bank Of Canada	274,821	7.14
Gamco Investors, Inc. Et Al	242,514	7.14
Advisor Group Holdings, Inc.	239,700	7.14
International Assets Investment Management, Llc	127,833	7.14
UBS Group AG	114,982	7.14
Janney Montgomery Scott LLC	104,052	7.14
Raymond James & Associates	90,657	7.14
Bank Of America Corp /de/	90,605	7.14
Wells Fargo & Company/mn	89,358	7.14
Raymond James Financial Services Advisors, Inc.	71,338	7.14
Foundations Investment Advisors, LLC	56,585	7.05
Rothschild Investment Corp /il	52,199	7.15
Kellett Schaffner Wealth Advisors LLC	51,538	7.14
Kestra Advisory Services, LLC	45,654	7.14
Cetera Investment Advisers	40,515	7.13
Coco Enterprises, LLC	39,392	7.13
Wealth Quarterback LLC	38,193

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 22 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	19,500	7.85
Qci Asset Management Inc/ny	14,287	7.84
Sonora Investment Management, LLC	12,015	7.82
Herold Advisors, Inc.	1,000	7140.00
Koshinski Asset Management, Inc.	812	7.39
Advisory Services Network, LLC
Huntington National Bank
Citigroup Inc
Sit Investment Associates Inc
Aristides Capital LLC
Tower Research Capital LLC (TRC)
Newbridge Financial Services Group, Inc.
Virtu Financial LLC
Susquehanna International Group, Llp
Proequities, Inc.
Platform Technology Partners
Confluence Wealth Services, Inc.
Citadel Advisors Llc
Signet Financial Management, Llc
Aurora Private Wealth, Inc.
BerganKDV Wealth Management, LLC
Elevated Capital Advisors, LLC

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	63,944	6.80	26,941	7.13
Rothschild Investment Corp /il	52,199	6.80	52,199	7.15
Private Advisor Group, LLC	11,396	6.76	10,945	7.13
Global Retirement Partners, LLC	9,505	6.84	9,505	6.94
Covington Capital Management	1,936	6.71	1,895	7.39
M&r Capital Management Inc	1,549	6.46	1,518	6.59

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Foundations Investment Advisors, LLC	151,058	7.07	56,585	7.05
Wealth Quarterback LLC	35,997	7.14	38,193

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Foundations Investment Advisors, LLC	94,473	151,058	7.07	56,585	7.05	166.96
Cambridge Investment Research Advisors, Inc.	37,003	63,944	6.80	26,941	7.13	137.35
Private Advisor Group, LLC	451	11,396	6.76	10,945	7.13	4.12
Covington Capital Management	41	1,936	6.71	1,895	7.39	2.16
M&r Capital Management Inc	31	1,549	6.46	1,518	6.59	2.04

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wealth Quarterback LLC	2,196	35,997	7.14	38,193		-5.75

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 2 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	812	7.39
Herold Advisors, Inc.	1,000	7140.00

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	63,944	6.80	26,941	7.13
Rothschild Investment Corp /il	52,199	6.80	52,199	7.15
Private Advisor Group, LLC	11,396	6.76	10,945	7.13
Global Retirement Partners, LLC	9,505	6.84	9,505	6.94

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	37,003	63,944	6.80	26,941	7.13	137.35
Private Advisor Group, LLC	451	11,396	6.76	10,945	7.13	4.12

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