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 35 21.00 21.18 21.18
Previous Quarter 36 21.00 21.18 21.18

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 11 0 0 0 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 1 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 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
Analyst IMS Investment Management Services Ltd. 168,350 21.18
Stifel Financial Corp 154,303 21.18
Jane Street Group, Llc 132,661 21.18
Raymond James & Associates 106,883 21.18
Stratos Wealth Advisors, LLC 39,203 21.17
LPL Financial LLC 36,574 21.19
ERn Financial, LLC 34,074 21.19
Susquehanna International Group, Llp 33,925 21.19
GWM Advisors LLC 31,414 21.17
BCJ Capital Management, LLC 29,269 21.18
Cetera Investment Advisers 24,880 21.18
Morgan Stanley 23,539 21.16
Advisor Group Holdings, Inc. 19,606 21.22
Solstein Capital, LLC 14,408 21.17
Citadel Advisors Llc 13,676 21.21
Bank Of America Corp /de/ 13,394 21.20
Toroso Investments, LLC 13,076 21.18
Vista Finance, Llc 13,000 21.15
Marshall Wace, Llp 12,603 21.19
Jpmorgan Chase & Co 9,850 21.22

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
Analyst IMS Investment Management Services Ltd. 168,350 21.18
Stifel Financial Corp 154,303 21.18
Jane Street Group, Llc 132,661 21.18
Raymond James & Associates 106,883 21.18
Stratos Wealth Advisors, LLC 39,203 21.17
LPL Financial LLC 36,574 21.19
ERn Financial, LLC 34,074 21.19
Susquehanna International Group, Llp 33,925 21.19
GWM Advisors LLC 31,414 21.17
BCJ Capital Management, LLC 29,269 21.18
Cetera Investment Advisers 24,880 21.18
Morgan Stanley 23,539 21.16
Advisor Group Holdings, Inc. 19,606 21.22
Solstein Capital, LLC 14,408 21.17
Citadel Advisors Llc 13,676 21.21
Bank Of America Corp /de/ 13,394 21.20
Toroso Investments, LLC 13,076 21.18
Vista Finance, Llc 13,000 21.15
Marshall Wace, Llp 12,603 21.19
Jpmorgan Chase & Co 9,850 21.22

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Danda Trouve Investment Management, Inc. 3,080 21.10
Worth Asset Management, LLC 88 22.73
Sargent Bickham Lagudis LLC
Proequities, Inc.
Bogart Wealth, LLC
Karp Capital Management Corp
Bnp Paribas Arbitrage, Sa
Cambridge Investment Research Advisors, Inc.
Total Clarity Wealth Management, Inc.
Jacobi Capital Management LLC
Comprehensive Financial Consultants Institutional, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Danda Trouve Investment Management, Inc. 3,080 21.10
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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