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 | 43 | NaN | 0.00 | NaN |
| Previous Quarter | 62 | 0.00 | 0.30 | 0.30 |
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 | 55 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 2 | 1 | 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 | 0 | 0 | 0 | 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| NewSquare Capital LLC | 0 | |
| Hollencrest Capital Management | 0 | |
| Vanguard Group Inc | 0 | |
| Ropes Wealth Advisors Llc | 0 | |
| ABG Innovation Capital Partners III GP Ltd | 0 | |
| BlackRock Inc. | 0 | |
| Bank of New York Mellon Corp | 0 | |
| Citadel Advisors Llc | 0 | |
| Advisor Group Holdings, Inc. | 0 | |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| Geode Capital Management, Llc | 0 | |
| State Street Corp | 0 | |
| Morgan Stanley | 0 | |
| Wade G W & Inc | 0 | |
| Pnc Financial Services Group, Inc. | 0 | |
| Group One Trading, L.p. | 0 | |
| Signaturefd, Llc | 0 | |
| Two Sigma Securities, Llc | 0 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 224,945 | 0.30 |
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,014 | 0.30 |
| USMIX - Extended Market Index Fund | 4,576 | 0.44 |
| Susquehanna International Group, Llp | 0 | |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| Advisor Group Holdings, Inc. | 0 | |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| State Street Corp | 0 | |
| RidgeWorth Capital Management LLC | 0 | |
| Wade G W & Inc | 0 | |
| Pnc Financial Services Group, Inc. | 0 | |
| BRYN MAWR TRUST Co | 0 | |
| Virtu Financial LLC | 0 | |
| Two Sigma Securities, Llc | 0 | |
| Cambridge Investment Research Advisors, Inc. | 0 | |
| Y-Intercept (Hong Kong) Ltd | 0 | |
| Ropes Wealth Advisors Llc | 0 | |
| Susquehanna International Group, Llp | 0 | |
| Northern Trust Corp | 0 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 224,945 | 0.30 |
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,014 | 0.30 |
| USMIX - Extended Market Index Fund | 4,576 | 0.44 |
| Citadel Advisors Llc | ||
| Susquehanna International Group, Llp | ||
| Assenagon Asset Management S.A. | ||
| Group One Trading, L.p. | ||
| Virtu Financial LLC | ||
| Millennium Management Llc | ||
| Northwestern Mutual Wealth Management Co | ||
| NovaQuest Co-Investment Fund XV, L.P. | ||
| Citigroup Inc | ||
| Simplex Trading, Llc | ||
| RidgeWorth Capital Management LLC | ||
| BRYN MAWR TRUST Co | ||
| Captrust Financial Advisors | ||
| Citadel Advisors Llc | ||
| Bank of New York Mellon Corp | ||
| Pillar Pharmaceuticals 6, L.P. | ||
| Wade G W & Inc | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Mariner, LLC | ||
| Bank Of America Corp /de/ | ||
| Commonwealth Equity Services, Llc | ||
| Vanguard Group Inc | ||
| Advisor Group Holdings, Inc. | ||
| Y-Intercept (Hong Kong) Ltd | ||
| BlackRock Inc. | ||
| Wells Fargo & Company/mn | ||
| Tower Research Capital LLC (TRC) | ||
| UBS Group AG | ||
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Ropes Wealth Advisors Llc | ||
| NewSquare Capital LLC | ||
| Johnson Investment Counsel Inc | ||
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Hollencrest Capital Management | ||
| State Street Corp | ||
| Signaturefd, Llc | ||
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Morgan Stanley | ||
| Credit Agricole S A | ||
| Northern Trust Corp | ||
| Pnc Financial Services Group, Inc. | ||
| Renaissance Technologies Llc | ||
| Geode Capital Management, Llc | ||
| Two Sigma Securities, Llc | ||
| Fmr Llc | ||
| Jpmorgan Chase & Co | ||
| Parallel Advisors, LLC | ||
| ABG Innovation Capital Partners III GP Ltd | ||
| Simplex Trading, Llc | ||
| ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Proequities, Inc. | 0 |
| Simplex Trading, Llc | 0 |
| Name | Previous Calls |
|---|---|
| Citadel Advisors Llc | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|