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	53	28.00	28.84	25.14
Previous Quarter	58	28.00	28.85	25.14

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	1	21	3	0	1	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	0	0	2	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
Jane Street Group, Llc	148,272	28.85
J.w. Cole Advisors, Inc.	61,646	0.03
Advisor Group Holdings, Inc.	60,150	28.84
Signature Securities Group Corporation	51,807	28.84
LPL Financial LLC	47,028	28.86
Sigma Planning Corp	42,555	28.86
Flow Traders U.s. Llc	33,415	28.85
Summit Financial, LLC	29,960	28.84
Steward Partners Investment Advisory, Llc	26,563	0.04
JTHIX - James Alpha Total Hedge Portfolio Class I	22,308	29.50
National Asset Management, Inc.	20,726	28.85
Morgan Stanley	18,051	28.86
Saba Capital Management, L.P.	16,852	28.84
Royal Bank Of Canada	14,235	28.80
Susquehanna International Group, Llp	12,636	28.89
Benedetti & Gucer, Inc.	10,600	28.77
Ausdal Financial Partners, Inc.	10,309	28.81
Janney Montgomery Scott LLC	8,619	28.89
Gladstone Institutional Advisory LLC	8,431	28.82
SFI Advisors, LLC	7,759	28.74

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
Jane Street Group, Llc	148,272	28.85
J.w. Cole Advisors, Inc.	61,646	0.03
Advisor Group Holdings, Inc.	60,150	28.84
Signature Securities Group Corporation	51,807	28.84
LPL Financial LLC	47,028	28.86
Sigma Planning Corp	42,555	28.86
Flow Traders U.s. Llc	33,415	28.85
Summit Financial, LLC	29,960	28.84
Steward Partners Investment Advisory, Llc	26,563	0.04
JTHIX - James Alpha Total Hedge Portfolio Class I	22,308	29.50
National Asset Management, Inc.	20,726	28.85
Morgan Stanley	18,051	28.86
Saba Capital Management, L.P.	16,852	28.84
Royal Bank Of Canada	14,235	28.80
Susquehanna International Group, Llp	12,636	28.89
Benedetti & Gucer, Inc.	10,600	28.77
Ausdal Financial Partners, Inc.	10,309	28.81
Janney Montgomery Scott LLC	8,619	28.89
Gladstone Institutional Advisory LLC	8,431	28.82
SFI Advisors, LLC	7,759	28.74

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Voya Prime Rate Trust	168	29.76

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Future Financial Wealth Managment LLC	300	30.00
IFP Advisors, Inc	1	1000.00
Hilltop Holdings Inc.
Lion Street Advisors, LLC
Carroll Financial Associates, Inc.
Cetera Advisor Networks LLC
Citadel Advisors Llc
Gateway Advisory, LLC
Stifel Financial Corp
Hohimer Wealth Management, Llc
Creative Financial Designs Inc /adv
Mml Investors Services, Llc
BlackRock Inc.
Assetmark, Inc
Advisory Services Network, LLC
CIBC Private Wealth Group, LLC
Aurora Private Wealth, Inc.
Nwam Llc
Toroso Investments, LLC
Envestnet Asset Management Inc
Regal Investment Advisors LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
First National Bank of South Miami	1,414	26.87	1,414	29.00
AdvisorNet Financial, Inc	453	26.49	453	28.70
Sound Income Strategies, LLC	23	43.48	22	45.45

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sound Income Strategies, LLC	1	23	43.48	22	45.45	4.55

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
First National Bank of South Miami	1,414	26.87	1,414	29.00
Sound Income Strategies, LLC	23	43.48	22	45.45

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
Sound Income Strategies, LLC	1	23	43.48	22	45.45	4.55

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