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	91	16.00	16.54	16.31
Previous Quarter	97	16.00	16.54	16.56

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	2	30	6	0	5	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	1	0	5	0	5	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
FIRST TRUST PORTFOLIOS LP	1,576,126
Needham Investment Management Llc	450,000	16.54
Morgan Stanley	432,949	16.54
Flagship Harbor Advisors, Llc	345,697	14.23
Advisors Asset Management, Inc.	325,639	16.54
Wells Fargo & Company/mn	281,064	16.54
LPL Financial LLC	195,157	16.54
Lazard Asset Management Llc	185,332	16.54
UBS Group AG	109,292	16.54
Atlantic Union Bankshares Corp	96,540	16.54
180 Wealth Advisors, Llc	94,991	14.50
Raymond James Financial Services Advisors, Inc.	79,672	16.54
Invesco Ltd.	78,974	16.54
Stifel Financial Corp	74,437	16.54
Ameriprise Financial Inc	73,245	16.53
Advisor Group Holdings, Inc.	68,945	16.55
Cohen & Steers Closed-end Opportunity Fund, Inc.	66,191	16.54
Cohen & Steers, Inc.	66,191	16.54
Commonwealth Equity Services, Llc	63,845	16.54
Janney Montgomery Scott LLC	55,721	16.55

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
Needham Investment Management Llc	450,000	16.54
Morgan Stanley	432,949	16.54
Flagship Harbor Advisors, Llc	339,183	16.54
Advisors Asset Management, Inc.	325,639	16.54
Wells Fargo & Company/mn	281,064	16.54
LPL Financial LLC	195,157	16.54
Lazard Asset Management Llc	185,332	16.54
UBS Group AG	109,292	16.54
Atlantic Union Bankshares Corp	96,540	16.54
180 Wealth Advisors, Llc	85,084	16.80
Raymond James Financial Services Advisors, Inc.	79,672	16.54
Invesco Ltd.	78,974	16.54
Stifel Financial Corp	74,437	16.54
Ameriprise Financial Inc	73,245	16.53
Advisor Group Holdings, Inc.	68,945	16.55
Cohen & Steers, Inc.	66,191	16.54
Cohen & Steers Closed-end Opportunity Fund, Inc.	66,191	16.54
Commonwealth Equity Services, Llc	63,845	16.54
Janney Montgomery Scott LLC	55,721	16.55
Cetera Investment Advisers	47,328	16.54

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,576,126
Sargent Bickham Lagudis LLC	164	12.20

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	10,000	1.10
Parallel Advisors, LLC	9,821	16.50
Future Financial Wealth Managment LLC	2,000	16.50
Wealth Quarterback LLC	50
Citigroup Inc
Creative Planning
Mid Atlantic Financial Management Inc/adv
Advisory Services Network, LLC
Meeder Asset Management Inc
Oak Family Advisors, Llc
Proequities, Inc.
Change Path, LLC
O'shaughnessy Asset Management, Llc
Barclays Plc
Guggenheim Capital Llc
Fmr Llc
Cornerstone Advisors Inc
Plante Moran Financial Advisors, LLC
U.S. Capital Wealth Advisors, LLC
Matisse Capital
Weiss Asset Management LP
Cetera Advisor Networks LLC
FNY Investment Advisers, LLC
Harbour Investments, Inc.
Credit Suisse Ag/
CoreCap Advisors, LLC
1832 Asset Management L.P.
Ahrens Investment Partners LLC
Northwestern Mutual Wealth Management Co
1607 Capital Partners, LLC

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	345,697	14.23	339,183	16.54
180 Wealth Advisors, Llc	94,991	14.50	85,084	16.80
Private Advisor Group, LLC	20,608	14.22	20,110	16.56
Cambridge Investment Research Advisors, Inc.	15,278	14.20	14,930	16.54
Global Retirement Partners, LLC	4,557	14.26	4,446	14.62
First Community Trust Na	100	10.00	100	20.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
180 Wealth Advisors, Llc	9,907	94,991	14.50	85,084	16.80	11.64
Flagship Harbor Advisors, Llc	6,514	345,697	14.23	339,183	16.54	1.92
Private Advisor Group, LLC	498	20,608	14.22	20,110	16.56	2.48
Cambridge Investment Research Advisors, Inc.	348	15,278	14.20	14,930	16.54	2.33
Global Retirement Partners, LLC	111	4,557	14.26	4,446	14.62	2.50

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 1 New Institutes added position

Name	Shares	PPS
Sargent Bickham Lagudis LLC	164	12.20

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	345,697	14.23	339,183	16.54
180 Wealth Advisors, Llc	94,991	14.50	85,084	16.80
Private Advisor Group, LLC	20,608	14.22	20,110	16.56
Cambridge Investment Research Advisors, Inc.	15,278	14.20	14,930	16.54
Global Retirement Partners, LLC	4,557	14.26	4,446	14.62

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
180 Wealth Advisors, Llc	9,907	94,991	14.50	85,084	16.80	11.64
Flagship Harbor Advisors, Llc	6,514	345,697	14.23	339,183	16.54	1.92
Private Advisor Group, LLC	498	20,608	14.22	20,110	16.56	2.48
Cambridge Investment Research Advisors, Inc.	348	15,278	14.20	14,930	16.54	2.33
Global Retirement Partners, LLC	111	4,557	14.26	4,446	14.62	2.50

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