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	75	17.00	17.95	16.75
Previous Quarter	81	298.00	17.96	25.04

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	19	4	0	0	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	1	3	0	0	1
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
Nuveen Preferred & Income Securities Fund	646,421	17.14
Spectrum Asset Management, Inc.	646,421	17.96
UBS Group AG	531,334	17.96
Morgan Stanley	483,814	17.96
Invesco Ltd.	255,835	17.96
J.w. Cole Advisors, Inc.	247,848	0.06
PCEF - Invesco CEF Income Composite ETF	233,694	17.51
Ameriprise Financial Inc	162,146	17.96
Commonwealth Equity Services, Llc	87,880	17.96
Cohen & Steers, Inc.	82,352	17.96
Advisor Group Holdings, Inc.	73,912	17.94
Fiera Capital Corp	67,343	17.95
LPL Financial LLC	55,409	17.96
Bank Of America Corp /de/	51,794	17.96
Burney Co/	47,733	17.95
Royal Bank Of Canada	46,245	17.97
Cohen & Steers Closed-end Opportunity Fund, Inc.	45,964	17.97
Selway Asset Management	43,950	17.95
Western Wealth Management, LLC	41,960	17.97
Live Oak Private Wealth LLC	38,630	17.97

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
Spectrum Asset Management, Inc.	646,421	17.96
Nuveen Preferred & Income Securities Fund	646,421	17.59
UBS Group AG	531,334	17.96
Morgan Stanley	483,814	17.96
Invesco Ltd.	255,835	17.96
J.w. Cole Advisors, Inc.	247,848	0.06
PCEF - Invesco CEF Income Composite ETF	233,694	17.51
Ameriprise Financial Inc	162,146	17.96
Commonwealth Equity Services, Llc	87,880	17.96
Cohen & Steers, Inc.	82,352	17.96
Advisor Group Holdings, Inc.	73,912	17.94
Fiera Capital Corp	67,343	17.95
LPL Financial LLC	55,409	17.96
Bank Of America Corp /de/	51,794	17.96
Burney Co/	47,733	17.95
Royal Bank Of Canada	46,245	17.97
Cohen & Steers Closed-end Opportunity Fund, Inc.	45,964	17.97
Selway Asset Management	43,950	17.95
Western Wealth Management, LLC	41,960	17.97
Live Oak Private Wealth LLC	38,630	17.97

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	25,000	1.00
Mid Atlantic Financial Management Inc/adv	21,826	18.74
Herold Advisors, Inc.	1,986	17964.75
Newbridge Financial Services Group, Inc.
AdvisorNet Financial, Inc
Advisory Services Network, LLC
Fmr Llc
CoreCap Advisors, LLC
Sowell Financial Services LLC
FNY Investment Advisers, LLC
Tower Research Capital LLC (TRC)
Arkadios Wealth Advisors
Ironwood Investment Counsel, LLC
Citigroup Inc
Nwam Llc
Philadelphia Trust Co
Nottingham Advisors, Inc.
Lazard Asset Management Llc
Jane Street Group, Llc

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Nuveen Preferred & Income Securities Fund	646,421	17.14	646,421	17.59
Cambridge Investment Research Advisors, Inc.	10,864	15.74	14,958	17.98
Allworth Financial LP	2,000	16.00	2,000	18.00
Global Retirement Partners, LLC	764	15.71	764	17.02

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	4,094	10,864	15.74	14,958	17.98	-27.37

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 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	1,986	17964.75

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	10,864	15.74	14,958	17.98
Allworth Financial LP	2,000	16.00	2,000	18.00
Global Retirement Partners, LLC	764	15.71	764	17.02

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 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	4,094	10,864	15.74	14,958	17.98	-27.37

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