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 26 14.00 14.42 14.40
Previous Quarter 27 15.00 14.42 19.16

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 9 1 0 1 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 1 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
Cornerstone Wealth Management, LLC 118,912 14.42
Truist Financial Corp 101,271 14.42
LPL Financial LLC 82,864 14.42
Advisor Group Holdings, Inc. 44,076 14.43
Beacon Pointe Advisors, LLC 40,000 14.43
Aurora Private Wealth, Inc. 39,917 14.43
Jane Street Group, Llc 39,812 14.42
Kingsview Wealth Management, LLC 31,513 15.30
RHS Financial, LLC 26,441 12.37
Kovack Advisors, Inc. 23,627 14.39
Raymond James Financial Services Advisors, Inc. 13,989 14.44
Commonwealth Equity Services, Llc 13,461 14.41
Flow Traders U.s. Llc 13,066 15.31
Insight Advisors, LLC/ PA 10,000 14.40
GPS Wealth Strategies Group, LLC 2,500 14.40
NEXT Financial Group, Inc 1,000 15.00
Money Concepts Capital Corp 720 13.89
Wells Fargo & Company/mn 1
Advisor Resource Council 0
Joseph P. Lucia & Associates, 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
Cornerstone Wealth Management, LLC 118,912 14.42
Truist Financial Corp 101,271 14.42
LPL Financial LLC 82,864 14.42
Advisor Group Holdings, Inc. 44,076 14.43
Beacon Pointe Advisors, LLC 40,000 14.43
Aurora Private Wealth, Inc. 39,917 14.43
Jane Street Group, Llc 39,812 14.42
Kingsview Wealth Management, LLC 31,513 15.30
Kovack Advisors, Inc. 23,627 14.39
RHS Financial, LLC 23,373 14.42
Raymond James Financial Services Advisors, Inc. 13,989 14.44
Commonwealth Equity Services, Llc 13,461 14.41
Flow Traders U.s. Llc 13,066 15.31
Moors & Cabot, Inc. 12,700 239.84
Insight Advisors, LLC/ PA 10,000 14.40
GPS Wealth Strategies Group, LLC 2,500 14.40
NEXT Financial Group, Inc 1,000 15.00
Money Concepts Capital Corp 720 13.89
Wells Fargo & Company/mn 1
Advisor Resource Council 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Moors & Cabot, Inc. 12,700 239.84
Advisor Resource Council
Proequities, Inc.
Grimes & Company, Inc.
Joseph P. Lucia & Associates, LLC
Fmr Llc
UBS Group AG
Bramshill Investments, LLC
Susquehanna International Group, Llp
Name Current Shares Current PPS Previous Shares Previous PPS
RHS Financial, LLC 26,441 12.37 23,373 14.42
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
RHS Financial, LLC 3,068 26,441 12.37 23,373 14.42 13.13
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
RHS Financial, LLC 26,441 12.37 23,373 14.42
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
RHS Financial, LLC 3,068 26,441 12.37 23,373 14.42 13.13
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