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 24 14.00 14.53 14.53
Previous Quarter 26 14.00 14.53 14.53

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 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 0 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
Advisor Group Holdings, Inc. 315,439 14.53
Jane Street Group, Llc 72,351 14.53
Morgan Stanley 66,856 14.52
Prospera Financial Services Inc 53,073 14.53
Susquehanna International Group, Llp 52,890 14.52
LPL Financial LLC 44,548 14.52
Wells Fargo & Company/mn 28,672 14.54
Citadel Advisors Llc 22,059 14.55
Mml Investors Services, Llc 12,725 14.54
Wedbush Securities Inc 10,400 14.52
Samalin Investment Counsel, LLC 6,121 14.54
Royal Bank Of Canada 4,879 14.55
Joseph P. Lucia & Associates, LLC 2,095 14.32
UBS Group AG 1,329 14.30
Spire Wealth Management 480 14.58
Ahrens Investment Partners LLC 300 13.33
Simplex Trading, Llc 233 12.88
Newbridge Financial Services Group, Inc. 200 15.00
Parallel Advisors, LLC 193 15.54
Bartlett & Co. LLC 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
Advisor Group Holdings, Inc. 315,439 14.53
Jane Street Group, Llc 72,351 14.53
Morgan Stanley 66,856 14.52
Prospera Financial Services Inc 53,073 14.53
Susquehanna International Group, Llp 52,890 14.52
LPL Financial LLC 44,548 14.52
Wells Fargo & Company/mn 28,672 14.54
Citadel Advisors Llc 22,059 14.55
Mml Investors Services, Llc 12,725 14.54
Wedbush Securities Inc 10,400 14.52
Samalin Investment Counsel, LLC 6,121 14.54
Royal Bank Of Canada 4,879 14.55
Joseph P. Lucia & Associates, LLC 2,095 14.32
UBS Group AG 1,329 14.30
Spire Wealth Management 480 14.58
Ahrens Investment Partners LLC 300 13.33
Simplex Trading, Llc 233 12.88
Newbridge Financial Services Group, Inc. 200 15.00
Parallel Advisors, LLC 193 15.54
Geneos Wealth Management Inc. 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Parallel Advisors, LLC 193 15.54
Advisory Services Network, LLC
Citigroup Inc
Proequities, Inc.
Geneos Wealth Management Inc.
Bartlett & Co. LLC
Cambridge Investment Research Advisors, 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
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