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	136	20.00	20.16	20.00
Previous Quarter	154	20.00	20.16	20.19

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	44	8	2	3	5
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	6	0	0	5
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
Bank Of America Corp /de/	13,929,887	20.16
Richard Bernstein Advisors LLC	11,484,017	20.10
Ameriprise Financial Inc	6,736,300	20.15
Royal Bank Of Canada	6,375,670	20.16
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A	3,295,000	20.45
Sound Income Strategies, LLC	1,862,473	17.78
Wells Fargo & Company/mn	1,808,808	20.16
Envestnet Asset Management Inc	1,163,802	20.16
Koss-Olinger Consulting, LLC	1,012,815	17.78
Marshall Wace, Llp	596,561	20.16
Morgan Stanley	413,409	20.16
Jane Street Group, Llc	348,293	20.16
Wavelength Capital Management, LLC	306,769	20.16
WAVLX - Wavelength Interest Rate Neutral Fund	297,769	20.45
Pfs Investments Inc.	287,719	20.16
Acima Private Wealth, Llc	276,435	20.16
Sage Advisory Services, Ltd.Co.	206,821	20.16
Hilltop Holdings Inc.	204,014	20.15
Paradigm Financial Partners, Llc	172,168	20.10
My Legacy Advisors, LLC	164,442	17.09

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
Bank Of America Corp /de/	13,929,887	20.16
Richard Bernstein Advisors LLC	11,484,017	20.10
Ameriprise Financial Inc	6,736,300	20.15
Royal Bank Of Canada	6,375,670	20.16
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A	3,295,000	20.45
Sound Income Strategies, LLC	1,894,667	20.16
Wells Fargo & Company/mn	1,808,808	20.16
Envestnet Asset Management Inc	1,163,802	20.16
Marshall Wace, Llp	596,561	20.16
Cardan Capital Partners, LLC	548,993	23.20
Morgan Stanley	413,409	20.16
Jane Street Group, Llc	348,293	20.16
Wavelength Capital Management, LLC	306,769	20.16
WAVLX - Wavelength Interest Rate Neutral Fund	297,769	20.45
GPINX - GuidePath(R) Income Fund	292,379	23.20
Pfs Investments Inc.	287,719	20.16
Acima Private Wealth, Llc	276,435	20.16
Sage Advisory Services, Ltd.Co.	206,821	20.16
Hilltop Holdings Inc.	204,014	20.15
My Legacy Advisors, LLC	193,989	20.16

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 44 Institutes closed out their positions

Name	Shares	PPS
Cardan Capital Partners, LLC	548,993	23.20
GPINX - GuidePath(R) Income Fund	292,379	23.20
IFP Advisors, Inc	37,922	22.39
Parkside Financial Bank & Trust
Cary Street Partner Investment Advisory Llc
NEXT Financial Group, Inc
Advisory Services Network, LLC
Newbridge Financial Services Group, Inc.
Citigroup Inc
Fifth Third Bancorp
IHT Wealth Management, LLC
MCF Advisors LLC
Redhawk Wealth Advisors, Inc.
City Holding Co
KC Investment Advisors, LLC
Strategic Blueprint, LLC
Moisand Fitzgerald Tamayo, LLC
Tuttle Tactical Management LLC
Old Mission Capital Llc
Regal Investment Advisors LLC
Northwestern Mutual Wealth Management Co
Barclays Plc
Eqis Capital Management, Inc.
Merriman Wealth Management, LLC
TCI Wealth Advisors, Inc.
Princeton Global Asset Management LLC
Kestra Advisory Services, LLC
Nationwide Asset Management LLC
Vontobel Holding Ltd.
Alpha Omega Group, Inc.
Absolute Capital Management, LLC
Mcdonald Partners Llc
Johnson Financial Group, Inc.
Scotia Capital Inc.
Wbi Investments, Inc.
Fmr Llc
ProVise Management Group, LLC
Laurel Wealth Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
Franklin Resources Inc
Sowell Financial Services LLC
Amplius Wealth Advisors, LLC
Orion Portfolio Solutions, LLC
Spire Wealth Management

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sound Income Strategies, LLC	1,862,473	17.78	1,894,667	20.16
My Legacy Advisors, LLC	164,442	17.09	193,989	20.16
GAA - Cambria Global Asset Allocation ETF	94,848	19.35	77,550	21.82
Transcend Wealth Collective, Llc	94,545	17.78	166,060	20.16
Wolff Wiese Magana Llc	7,464	17.68	13,152	20.23
GoalVest Advisory LLC	5,961	17.45	5,961	20.13
Tsfg, Llc	467	17.13	467	19.27
Gradient Investments LLC	90	22.22	224	22.32

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Koss-Olinger Consulting, LLC	1,012,815	17.78	0
AdvisorNet Financial, Inc	170	17.65	0

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Koss-Olinger Consulting, LLC	1,012,815	1,012,815	17.78	0		0.00
GAA - Cambria Global Asset Allocation ETF	17,298	94,848	19.35	77,550	21.82	22.31
AdvisorNet Financial, Inc	170	170	17.65	0		0.00

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Transcend Wealth Collective, Llc	71,515	94,545	17.78	166,060	20.16	-43.07
Sound Income Strategies, LLC	32,194	1,862,473	17.78	1,894,667	20.16	-1.70
My Legacy Advisors, LLC	29,547	164,442	17.09	193,989	20.16	-15.23
Wolff Wiese Magana Llc	5,688	7,464	17.68	13,152	20.23	-43.25
Gradient Investments LLC	134	90	22.22	224	22.32	-59.82

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sound Income Strategies, LLC	1,862,473	17.78	1,894,667	20.16
My Legacy Advisors, LLC	164,442	17.09	193,989	20.16
Transcend Wealth Collective, Llc	94,545	17.78	166,060	20.16
Wolff Wiese Magana Llc	7,464	17.68	13,152	20.23
Tsfg, Llc	467	17.13	467	19.27
Gradient Investments LLC	90	22.22	224	22.32

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 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Transcend Wealth Collective, Llc	71,515	94,545	17.78	166,060	20.16	-43.07
Sound Income Strategies, LLC	32,194	1,862,473	17.78	1,894,667	20.16	-1.70
My Legacy Advisors, LLC	29,547	164,442	17.09	193,989	20.16	-15.23
Wolff Wiese Magana Llc	5,688	7,464	17.68	13,152	20.23	-43.25
Gradient Investments LLC	134	90	22.22	224	22.32	-59.82

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