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	77	19.00	19.28	19.13
Previous Quarter	89	19.00	19.28	19.15

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	1	25	2	1	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	0	3	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
Bank Of America Corp /de/	1,915,564	19.28
Morgan Stanley	1,771,534	19.28
Mml Investors Services, Llc	517,834	19.28
Wells Fargo & Company/mn	475,260	19.28
Ameriprise Financial Inc	456,100	19.28
Royal Bank Of Canada	451,999	19.28
Advisor Group Holdings, Inc.	321,655	16.51
Ntv Asset Management Llc	271,335	19.28
Cadent Capital Advisors, LLC	260,846	19.28
UBS Group AG	206,902	19.28
Stifel Financial Corp	172,048	19.28
Well Done, LLC	169,117	19.28
Van Cleef Asset Management,Inc	148,013	19.28
Goldman Sachs Group Inc	135,239	19.28
Milestone Advisory Partners	130,475	19.28
Vicus Capital	119,680	19.28
Envestnet Asset Management Inc	108,676	19.28
Seacrest Wealth Management, Llc	105,493	19.28
Raymond James & Associates	69,147	19.28
Atria Investments Llc	66,530	19.28

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/	1,915,564	19.28
Morgan Stanley	1,771,534	19.28
Mml Investors Services, Llc	517,834	19.28
Wells Fargo & Company/mn	475,260	19.28
Ameriprise Financial Inc	456,100	19.28
Royal Bank Of Canada	451,999	19.28
Advisor Group Holdings, Inc.	321,655	16.51
Ntv Asset Management Llc	271,335	19.28
Cadent Capital Advisors, LLC	260,846	19.28
UBS Group AG	206,902	19.28
Stifel Financial Corp	172,048	19.28
Well Done, LLC	169,117	19.28
Van Cleef Asset Management,Inc	148,013	19.28
Goldman Sachs Group Inc	135,239	19.28
Milestone Advisory Partners	130,475	19.28
Vicus Capital	119,680	19.28
Minichmacgregor Wealth Management, Llc	109,289	19.28
Envestnet Asset Management Inc	108,676	19.28
Seacrest Wealth Management, Llc	105,493	19.28
Raymond James & Associates	69,147	19.28

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
AdvisorNet Financial, Inc	9,692	15.99

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
Minichmacgregor Wealth Management, Llc	109,289	19.28
Cambridge Investment Research Advisors, Inc.	45,364	19.29
Brookstone Capital Management	31,021	19.41
Quadrant Capital Group Llc
Tarbox Family Office, Inc.
SPC Financial, Inc.
SRS Capital Advisors, Inc.
IFP Advisors, Inc
Ironwood Wealth Management, Inc.
Sowell Financial Services LLC
Deutsche Bank Ag\
Family Firm, Inc.
Spire Wealth Management
Bnp Paribas Arbitrage, Sa
Occidental Asset Management, LLC
Barclays Plc
Hollencrest Capital Management
Mascoma Wealth Management LLC
Bank Julius Baer & Co. Ltd, Zurich
Ironwood Financial, llc
Proequities, Inc.
Northern Trust Corp
Punch & Associates Investment Management, Inc.
Assetmark, Inc
Truvestments Capital Llc

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	3,453	15.93	3,195	19.41
Covington Capital Management	586	15.36	586	18.77

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Summit Financial Group, Inc.	30,235	15.97	0

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Summit Financial Group, Inc.	30,235	30,235	15.97	0		0.00
Global Retirement Partners, LLC	258	3,453	15.93	3,195	19.41	8.08

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 3 Institutes closed out their positions

Name	Shares	PPS
Cambridge Investment Research Advisors, Inc.	45,364	19.29
Brookstone Capital Management	31,021	19.41
Minichmacgregor Wealth Management, Llc	109,289	19.28

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	3,453	15.93	3,195	19.41

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
Global Retirement Partners, LLC	258	3,453	15.93	3,195	19.41	8.08

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