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.
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.
Recent Quarter 1 New Institutes added
position
Name |
Shares |
PPS |
Brighton Jones Llc |
43,352
|
1.91 |
Recent Quarter 4 Institutes closed out
their
positions
Name |
Shares |
PPS |
Signaturefd, Llc |
|
Versant Capital Management, Inc |
|
BlackRock Inc. |
|
Proequities, Inc. |
|
Recent Quarter 7 Institutes
averaged
down
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Renaissance Technologies Llc |
128,200
|
1.92 |
172,106
|
2.88 |
Vanguard Group Inc |
51,296
|
1.91 |
52,644
|
2.89 |
Geode Capital Management, Llc |
30,247
|
1.92 |
30,247
|
2.88 |
Carnegie Mellon University |
10,000
|
1.90 |
10,000
|
2.90 |
UBS Group AG |
6,468
|
1.86 |
1,201
|
2.50 |
Tower Research Capital LLC (TRC) |
1,758
|
1.71 |
703
|
2.84 |
Nisa Investment Advisors, Llc |
972
|
2.06 |
972
|
3.09 |
Recent Quarter 2 Institutes averaged
Up
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
FSMAX - Fidelity Extended Market Index Fund |
27,442
|
2.44 |
27,718
|
2.09 |
FCFMX - Fidelity Series Total Market Index Fund |
2,044
|
2.45 |
2,044
|
1.96 |
Recent Quarter 2 Institutes
Increased
Positions
Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
UBS Group AG |
5,267
|
6,468
|
1.86 |
1,201
|
2.50 |
438.55 |
Tower Research Capital LLC (TRC) |
1,055
|
1,758
|
1.71 |
703
|
2.84 |
150.07 |
Recent Quarter 3 Institutes
Decreased
Positions
Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Renaissance Technologies Llc |
43,906
|
128,200
|
1.92 |
172,106
|
2.88 |
-25.51 |
Vanguard Group Inc |
1,348
|
51,296
|
1.91 |
52,644
|
2.89 |
-2.56 |
FSMAX - Fidelity Extended Market Index Fund |
276
|
27,442
|
2.44 |
27,718
|
2.09 |
-1.00 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 1 New Institutes added
position
Name |
Shares |
PPS |
Brighton Jones Llc |
43,352
|
1.91 |
Past Week 0 Institutes closed out their
positions
Past Week 6 Institutes averaged
down
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Renaissance Technologies Llc |
128,200
|
1.92 |
172,106
|
2.88 |
Vanguard Group Inc |
51,296
|
1.91 |
52,644
|
2.89 |
Geode Capital Management, Llc |
30,247
|
1.92 |
30,247
|
2.88 |
Carnegie Mellon University |
10,000
|
1.90 |
10,000
|
2.90 |
UBS Group AG |
6,468
|
1.86 |
1,201
|
2.50 |
Tower Research Capital LLC (TRC) |
1,758
|
1.71 |
703
|
2.84 |
Past Week 0 Institutes averaged
Up
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 2 Institutes Increased
Positions
Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
UBS Group AG |
5,267
|
6,468
|
1.86 |
1,201
|
2.50 |
438.55 |
Tower Research Capital LLC (TRC) |
1,055
|
1,758
|
1.71 |
703
|
2.84 |
150.07 |
Past Week 2 Institutes Decreased
Positions
Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Renaissance Technologies Llc |
43,906
|
128,200
|
1.92 |
172,106
|
2.88 |
-25.51 |
Vanguard Group Inc |
1,348
|
51,296
|
1.91 |
52,644
|
2.89 |
-2.56 |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
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
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