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	124	6.00	5.86	5.82
Previous Quarter	133	6.00	5.86	5.86

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	3	38	13	0	6	1
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	1	1	7	0	4	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
FIRST TRUST PORTFOLIOS LP	4,781,149
MORGAN STANLEY	4,754,582
Parametric Portfolio Associates Llc	4,433,899	5.86
Bank Of America Corp /de/	2,395,009	5.86
Morgan Stanley	2,038,255	5.86
Capital Investment Advisors, LLC	1,915,904	5.50
Guggenheim Capital Llc	1,356,044	5.86
Invesco Ltd.	1,326,925	5.86
PCEF - Invesco CEF Income Composite ETF	1,263,534	5.90
Karpus Management, Inc.	847,854	5.86
1607 Capital Partners, LLC	647,158	5.86
Raymond James Financial Services Advisors, Inc.	365,570	5.86
Saba Capital Management, L.P.	339,719
Relative Value Partners Group, LLC	334,986	5.86
Thrivent Financial For Lutherans	315,231	5.86
Raymond James & Associates	281,155	5.86
Wells Fargo & Company/mn	279,334	5.86
Private Advisor Group, LLC	269,231	5.50
UBS Group AG	233,900	5.86
Park Avenue Securities Llc	233,472	5.86

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
Parametric Portfolio Associates Llc	4,433,899	5.86
Bank Of America Corp /de/	2,395,009	5.86
Morgan Stanley	2,038,255	5.86
Capital Investment Advisors, LLC	1,811,136	5.86
Guggenheim Capital Llc	1,356,044	5.86
Invesco Ltd.	1,326,925	5.86
PCEF - Invesco CEF Income Composite ETF	1,263,534	5.90
Karpus Management, Inc.	847,854	5.86
1607 Capital Partners, LLC	647,158	5.86
Raymond James Financial Services Advisors, Inc.	365,570	5.86
Relative Value Partners Group, LLC	334,986	5.86
Thrivent Financial For Lutherans	315,231	5.86
Raymond James & Associates	281,155	5.86
Wells Fargo & Company/mn	279,334	5.86
Private Advisor Group, LLC	243,381	5.86
UBS Group AG	233,900	5.86
Park Avenue Securities Llc	233,472	5.86
Advisor Group Holdings, Inc.	225,186	5.99
Envestnet Asset Management Inc	220,876	5.86
Marks Group Wealth Management, Inc	217,385	5.86

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	4,781,149
MORGAN STANLEY	4,754,582
ACG Wealth	1,339	5.23

Recent Quarter 38 Institutes closed out their positions

Name	Shares	PPS
OTA Financial Group L.P.	34,600	5.84
Mid Atlantic Financial Management Inc/adv	26,600	5.90
Harbor Investment Advisory, Llc
Emerald Investment Partners, Llc
City Of London Investment Management Co Ltd
Sit Investment Associates Inc
Css Llc/il
Strategic Wealth Advisors Group, LLC
Ground Swell Capital, LLC
Roble, Belko & Company, Inc
Millennium Management Llc
FNY Investment Advisers, LLC
Newbridge Financial Services Group, Inc.
CoreFirst Bank & Trust
Harbour Investments, Inc.
Hennion & Walsh Asset Management, Inc.
Wagner Wealth Management, Llc
Tower Research Capital LLC (TRC)
United Capital Financial Advisers, Llc
Mirae Asset Global Investments Co., Ltd.
Jane Street Group, Llc
Eaton Vance Management
Citadel Advisors Llc
Quantedge Capital Pte Ltd
Bank Of Montreal /can/
Dakota Wealth Management
Cwm, Llc
Colony Group Llc
Parallel Advisors, LLC
Barclays Plc
CoreCap Advisors, LLC
Mercer Global Advisors Inc /adv
Masso Torrence Wealth Management Inc.
Princeton Global Asset Management LLC
Arkadios Wealth Advisors
Shepherd Kaplan Krochuk, Llc
Walleye Trading LLC
Advisor Resource Council

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Capital Investment Advisors, LLC	1,915,904	5.50	1,811,136	5.86
Saba Capital Management, L.P.	339,719		27,193	5.85
Private Advisor Group, LLC	269,231	5.50	243,381	5.86
Wela Strategies, Inc.	171,154	5.50	176,981	5.86
Cambridge Investment Research Advisors, Inc.	37,300	5.50	36,800	5.87
AAINX - Thrivent Opportunity Income Plus Fund Class A	29,705	5.76	29,705	6.13
Ford Financial Group, LLC	23,740	5.48	23,597	5.85
Raymond James Trust N.a.	19,000	5.53	19,000	5.84
AABFX - Thrivent Balanced Income Plus Fund Class A	5,771	5.72	5,771	6.06
AdvisorNet Financial, Inc	2,860	5.59	2,860	5.94
Cedar Mountain Advisors, LLC	2,740	5.47	2,740	5.84
Tsfg, Llc	2,003	5.49	2,003	5.99
Global Retirement Partners, LLC	1,326	5.28	1,318	5.31

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Saba Capital Management, L.P.	312,526	339,719		27,193	5.85	1149.29
Capital Investment Advisors, LLC	104,768	1,915,904	5.50	1,811,136	5.86	5.78
Private Advisor Group, LLC	25,850	269,231	5.50	243,381	5.86	10.62
Cambridge Investment Research Advisors, Inc.	500	37,300	5.50	36,800	5.87	1.36
Ford Financial Group, LLC	143	23,740	5.48	23,597	5.85	0.61
Global Retirement Partners, LLC	8	1,326	5.28	1,318	5.31	0.61

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wela Strategies, Inc.	5,827	171,154	5.50	176,981	5.86	-3.29

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 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	1,339	5.23

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
OTA Financial Group L.P.	34,600	5.84

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	269,231	5.50	243,381	5.86
Cambridge Investment Research Advisors, Inc.	37,300	5.50	36,800	5.87
Ford Financial Group, LLC	23,740	5.48	23,597	5.85
Raymond James Trust N.a.	19,000	5.53	19,000	5.84
Cedar Mountain Advisors, LLC	2,740	5.47	2,740	5.84
Tsfg, Llc	2,003	5.49	2,003	5.99
Global Retirement Partners, LLC	1,326	5.28	1,318	5.31

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	25,850	269,231	5.50	243,381	5.86	10.62
Cambridge Investment Research Advisors, Inc.	500	37,300	5.50	36,800	5.87	1.36
Ford Financial Group, LLC	143	23,740	5.48	23,597	5.85	0.61
Global Retirement Partners, LLC	8	1,326	5.28	1,318	5.31	0.61

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