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	118	25.00	25.56	25.36
Previous Quarter	124	291.00	25.56	38.80

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	32	7	1	2	3
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	3	5	0	2	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
UBS Group AG	738,526	25.56
PCEF - Invesco CEF Income Composite ETF	436,466	24.47
Invesco Ltd.	344,097	25.56
Raymond James & Associates	340,879	25.56
YYY - Amplify High Income ETF	259,362	24.98
Penserra Capital Management LLC	255,827	25.56
Guggenheim Capital Llc	216,529	25.56
Morgan Stanley	197,163	25.56
LPL Financial LLC	186,712	25.56
Bank Of America Corp /de/	170,161	25.56
Advisor Group Holdings, Inc.	155,566	25.88
First Trust Advisors Lp	148,874	25.56
Wells Fargo & Company/mn	145,546	25.56
CENTRAL TRUST Co	131,118	25.56
Samalin Investment Counsel, LLC	129,392	25.56
Cetera Advisor Networks LLC	117,154	25.56
Live Oak Private Wealth LLC	102,602	25.56
Raymond James Financial Services Advisors, Inc.	98,338	25.56
Founders Financial Securities Llc	95,335	25.56
Royal Bank Of Canada	90,294	25.56

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
Moors & Cabot, Inc.	1,045,000	1.01
UBS Group AG	738,526	25.56
PCEF - Invesco CEF Income Composite ETF	436,466	24.47
Invesco Ltd.	344,097	25.56
Raymond James & Associates	340,879	25.56
YYY - Amplify High Income ETF	261,887	24.59
Penserra Capital Management LLC	255,827	25.56
Guggenheim Capital Llc	216,529	25.56
Morgan Stanley	197,163	25.56
LPL Financial LLC	186,712	25.56
Bank Of America Corp /de/	170,161	25.56
Advisor Group Holdings, Inc.	155,566	25.88
First Trust Advisors Lp	148,874	25.56
Wells Fargo & Company/mn	145,546	25.56
CENTRAL TRUST Co	131,118	25.56
Samalin Investment Counsel, LLC	129,392	25.56
Cetera Advisor Networks LLC	117,154	25.56
Live Oak Private Wealth LLC	102,602	25.56
Raymond James Financial Services Advisors, Inc.	98,338	25.56
Founders Financial Securities Llc	95,335	25.56

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 32 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	1,045,000	1.01
Mid Atlantic Financial Management Inc/adv	9,353	22.88
Koshinski Asset Management, Inc.	5,819	25.61
Herold Advisors, Inc.	4,420	25565.38
Security National Trust Co	1,200	25.00
Optimum Investment Advisors	109	27.52
Advisory Services Network, LLC
Jacobi Capital Management LLC
High Net Worth Advisory Group LLC
Eaton Vance Management
Consolidated Planning Corp
Firestone Capital Management
Gradient Investments LLC
Arkadios Wealth Advisors
Citigroup Inc
Confluence Wealth Services, Inc.
Laidlaw Wealth Management LLC
Hennion & Walsh Asset Management, Inc.
Shaker Financial Services, LLC
Stephens Inc /ar/
Proequities, Inc.
Jane Street Group, Llc
O'shaughnessy Asset Management, Llc
CoreCap Advisors, LLC
Detalus Advisors, LLC
Ellis Investment Partners, LLC
Wolverine Asset Management Llc
Liberty Wealth Management Llc
Deutsche Bank Ag\
RWM Asset Management, LLC
Fmr Llc
Cwm, Llc

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Platte River Wealth Advisors, LLC	52,410	22.95	53,325	25.56
Cambridge Investment Research Advisors, Inc.	43,723	22.94	43,355	25.56
First National Bank of Mount Dora, Trust Investment Services	27,800	22.95	27,800	25.58
Qp Wealth Management, Llc	18,790	22.94	22,290	25.57
Private Advisor Group, LLC	18,771	22.96	14,125	25.56
Allworth Financial LP	1,356	22.86	1,356	25.81
Strategic Asset Management, LLC	500	22.00	500	26.00

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	259,362	24.98	261,887	24.59

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	4,646	18,771	22.96	14,125	25.56	32.89
Cambridge Investment Research Advisors, Inc.	368	43,723	22.94	43,355	25.56	0.85

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Qp Wealth Management, Llc	3,500	18,790	22.94	22,290	25.57	-15.70
YYY - Amplify High Income ETF	2,525	259,362	24.98	261,887	24.59	-0.96
Platte River Wealth Advisors, LLC	915	52,410	22.95	53,325	25.56	-1.72

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 3 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	5,819	25.61
Optimum Investment Advisors	109	27.52
Herold Advisors, Inc.	4,420	25565.38

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	43,723	22.94	43,355	25.56
First National Bank of Mount Dora, Trust Investment Services	27,800	22.95	27,800	25.58
Private Advisor Group, LLC	18,771	22.96	14,125	25.56
Allworth Financial LP	1,356	22.86	1,356	25.81
Strategic Asset Management, LLC	500	22.00	500	26.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	4,646	18,771	22.96	14,125	25.56	32.89
Cambridge Investment Research Advisors, Inc.	368	43,723	22.94	43,355	25.56	0.85

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