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	33	68.00	21.22	20.87
Previous Quarter	41	23.00	22.98	23.38

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	15	21	1	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	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	2	0	1	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
Cambria Investment Management, L.P.	328,210	21.22
Old Mission Capital Llc	214,545	21.22
Jane Street Group, Llc	207,986	21.22
Brookstone Capital Management	143,709	17.38
GAA - Cambria Global Asset Allocation ETF	124,096	20.31
Betterment LLC	120,492	21.22
Susquehanna International Group, Llp	113,619	21.22
TRTY - Cambria Trinity ETF	98,317	20.32
Citadel Advisors Llc	89,947	21.22
IFG Advisory, LLC	74,112	21.21
LPL Financial LLC	72,120	21.21
Morgan Stanley	35,584	21.22
Kestra Advisory Services, LLC	28,555	21.22
Pekin Hardy Strauss, Inc.	26,899	21.23
Legacy Bridge, LLC	13,833	21.25
UBS Group AG	7,718	21.25
Professional Financial Advisors, LLC	2,412	21.14
Cordasco Financial Network	2,310	18.18
Royal Bank Of Canada	2,305	20.82
Private Capital Group, LLC	2,283	21.46

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
CLACX - CLS Global Aggressive Equity Fund Class N Shares	343,000	24.06
Cambria Investment Management, L.P.	328,507	22.98
Old Mission Capital Llc	319,163	22.98
GMOM - Cambria Global Momentum ETF	151,525	24.06
Betterment LLC	125,016	22.98
GAA - Cambria Global Asset Allocation ETF	118,800	24.06
TRTY - Cambria Trinity ETF	116,479	24.06
Brookstone Capital Management	109,388	23.43
Del-Sette Capital Management, LLC	93,561	22.98
Morgan Stanley	78,119	22.99
LPL Financial LLC	74,388	22.97
IFG Advisory, LLC	56,602	22.97
Susquehanna International Group, Llp	43,057	22.97
Kestra Advisory Services, LLC	29,533	22.99
Pekin Hardy Strauss, Inc.	27,782	22.96
Jane Street Group, Llc	22,735	22.96
Citadel Advisors Llc	14,711	22.98
Legacy Bridge, LLC	13,833	22.99
Sepio Capital, LP	12,050	22.99
Kalos Management, Inc.	10,252	23.12

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 15 Institutes closed out their positions

Name	Shares	PPS
CLACX - CLS Global Aggressive Equity Fund Class N Shares	343,000	24.06
GMOM - Cambria Global Momentum ETF	151,525	24.06
Del-Sette Capital Management, LLC	93,561	22.98
Sepio Capital, LP	12,050	22.99
Kalos Management, Inc.	10,252	23.12
CoreCap Advisors, LLC	2,705	22.92
National Bank Of Canada /fi/	2,010	22.89
Rinkey Investments	177	22.60
Quadrant Capital Group Llc
IFP Advisors, Inc
Prudential Plc
Clear Creek Financial Management, LLC
Fmr Llc
Citigroup Inc
Brinker Capital Investments, LLC

Recent Quarter 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambria Investment Management, L.P.	328,210	21.22	328,507	22.98
Old Mission Capital Llc	214,545	21.22	319,163	22.98
Jane Street Group, Llc	207,986	21.22	22,735	22.96
Brookstone Capital Management	143,709	17.38	109,388	23.43
GAA - Cambria Global Asset Allocation ETF	124,096	20.31	118,800	24.06
Betterment LLC	120,492	21.22	125,016	22.98
Susquehanna International Group, Llp	113,619	21.22	43,057	22.97
TRTY - Cambria Trinity ETF	98,317	20.32	116,479	24.06
Citadel Advisors Llc	89,947	21.22	14,711	22.98
IFG Advisory, LLC	74,112	21.21	56,602	22.97
LPL Financial LLC	72,120	21.21	74,388	22.97
Morgan Stanley	35,584	21.22	78,119	22.99
Kestra Advisory Services, LLC	28,555	21.22	29,533	22.99
Pekin Hardy Strauss, Inc.	26,899	21.23	27,782	22.96
Legacy Bridge, LLC	13,833	21.25	13,833	22.99
UBS Group AG	7,718	21.25	7,346	23.01
Professional Financial Advisors, LLC	2,412	21.14	2,190	22.83
Cordasco Financial Network	2,310	18.18	2,310	22.94
Royal Bank Of Canada	2,305	20.82	2,523	22.99
Private Capital Group, LLC	2,283	21.46	2,283	23.22

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advisor Group Holdings, Inc.	137	1145.99	137	21.90

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Jane Street Group, Llc	185,251	207,986	21.22	22,735	22.96	814.83
Citadel Advisors Llc	75,236	89,947	21.22	14,711	22.98	511.43
Susquehanna International Group, Llp	70,562	113,619	21.22	43,057	22.97	163.88
Brookstone Capital Management	34,321	143,709	17.38	109,388	23.43	31.38
IFG Advisory, LLC	17,510	74,112	21.21	56,602	22.97	30.94
GAA - Cambria Global Asset Allocation ETF	5,296	124,096	20.31	118,800	24.06	4.46
UBS Group AG	372	7,718	21.25	7,346	23.01	5.06
Professional Financial Advisors, LLC	222	2,412	21.14	2,190	22.83	10.14
Captrust Financial Advisors	8	1,141	21.03	1,133	22.95	0.71
Wells Fargo & Company/mn	1	1		0		0.00

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Old Mission Capital Llc	104,618	214,545	21.22	319,163	22.98	-32.78
Morgan Stanley	42,535	35,584	21.22	78,119	22.99	-54.45
TRTY - Cambria Trinity ETF	18,162	98,317	20.32	116,479	24.06	-15.59
Betterment LLC	4,524	120,492	21.22	125,016	22.98	-3.62
LPL Financial LLC	2,268	72,120	21.21	74,388	22.97	-3.05
Kestra Advisory Services, LLC	978	28,555	21.22	29,533	22.99	-3.31
Pekin Hardy Strauss, Inc.	883	26,899	21.23	27,782	22.96	-3.18
Cambria Investment Management, L.P.	297	328,210	21.22	328,507	22.98	-0.09
Royal Bank Of Canada	218	2,305	20.82	2,523	22.99	-8.64

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 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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Brookstone Capital Management	143,709	17.38	109,388	23.43
Cordasco Financial Network	2,310	18.18	2,310	22.94

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Brookstone Capital Management	34,321	143,709	17.38	109,388	23.43	31.38

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