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	90	8.00	8.11	8.08
Previous Quarter	92	8.00	8.11	8.15

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	3	29	3	0	2	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	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
WELLS FARGO & COMPANY/MN	1,415,842
Wells Fargo & Company/mn	1,309,836	8.11
Sit Investment Associates Inc	645,633	8.11
Cohen & Steers, Inc.	424,681	8.11
Invesco Ltd.	381,893	8.11
Hennion & Walsh Asset Management, Inc.	330,951	8.11
PCEF - Invesco CEF Income Composite ETF	307,917	8.30
Guggenheim Capital Llc	246,482	8.11
Thrivent Financial For Lutherans	148,022	8.11
Capital Investment Advisors, LLC	132,198	6.81
Wolverine Asset Management Llc	114,567	8.11
Cetera Advisor Networks LLC	99,886	8.11
Morgan Stanley	90,291	8.11
Founders Financial Securities Llc	83,305	8.11
Logan Stone Capital, LLC	78,994	8.11
Saba Capital Management, L.P.	73,359	8.11
Baird Financial Group, Inc.	61,455	8.10
Twin Focus Capital Partners, Llc	48,059	8.12
LPL Financial LLC	47,949	8.11
Bulldog Investors, LLP	44,715	8.12

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
Wells Fargo & Company/mn	1,309,836	8.11
Sit Investment Associates Inc	645,633	8.11
Cohen & Steers, Inc.	424,681	8.11
Invesco Ltd.	381,893	8.11
Hennion & Walsh Asset Management, Inc.	330,951	8.11
PCEF - Invesco CEF Income Composite ETF	307,917	8.30
Guggenheim Capital Llc	246,482	8.11
Thrivent Financial For Lutherans	148,022	8.11
Capital Investment Advisors, LLC	127,588	8.11
Wolverine Asset Management Llc	114,567	8.11
Cetera Advisor Networks LLC	99,886	8.11
Morgan Stanley	90,291	8.11
Founders Financial Securities Llc	83,305	8.11
Logan Stone Capital, LLC	78,994	8.11
Saba Capital Management, L.P.	73,359	8.11
Baird Financial Group, Inc.	61,455	8.10
Cohen & Steers Closed-end Opportunity Fund, Inc.	57,850	9.54
Twin Focus Capital Partners, Llc	48,059	8.12
LPL Financial LLC	47,949	8.11
Bulldog Investors, LLP	44,715	8.12

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
WELLS FARGO & COMPANY/MN	1,415,842
Cambridge Investment Research Advisors, Inc.	12,045	6.81
Voya Prime Rate Trust	372	8.06

Recent Quarter 29 Institutes closed out their positions

Name	Shares	PPS
Cohen & Steers Closed-end Opportunity Fund, Inc.	57,850	9.54
RBNAX - Robinson Opportunistic Income Fund Class A Shares	26,357	9.56
Carroll Financial Associates, Inc.	240	8.33
Parallel Advisors, LLC	1
Mid Atlantic Financial Management Inc/adv
Bingham Osborn & Scarborough Llc
6 Meridian
Envestnet Asset Management Inc
Us Bancorp \de\
First Foundation Advisors
Masso Torrence Wealth Management Inc.
TAP Consulting, LLC
Advisors Asset Management, Inc.
Robinson Capital Management, Llc
RPG Investment Advisory, LLC
Park Avenue Securities Llc
Nomura Holdings Inc
AE Wealth Management LLC
Golden State Equity Partners
Fulcrum Equity Management
Spire Wealth Management
CoreCap Advisors, LLC
Citigroup Inc
Atlas Private Wealth Advisors
NEXT Financial Group, Inc
Integrated Capital Management, Inc.
FNY Investment Advisers, LLC
Proequities, Inc.
Stifel Financial Corp

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Capital Investment Advisors, LLC	132,198	6.81	127,588	8.11
David J Yvars Group	20,952	6.87	20,534	8.13
AdvisorNet Financial, Inc	850	7.06	850	8.24

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital Investment Advisors, LLC	4,610	132,198	6.81	127,588	8.11	3.61
David J Yvars Group	418	20,952	6.87	20,534	8.13	2.04

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
Cambridge Investment Research Advisors, Inc.	12,045	6.81

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
David J Yvars Group	20,952	6.87	20,534	8.13

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
David J Yvars Group	418	20,952	6.87	20,534	8.13	2.04

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