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	62	25.00	25.11	25.15
Previous Quarter	64	517.00	25.11	26.91

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	13	3	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	2	3	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
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	3,852,228
City Of London Investment Management Co Ltd	3,804,942	25.11
Lazard Asset Management Llc	525,368	25.11
Allspring Global Investments Holdings, LLC	495,828	25.11
Cornerstone Advisors Inc	246,209	26.70
Cornerstone Advisors, LLC	210,721	25.11
Karpus Management, Inc.	153,494	25.11
UBS Group AG	140,812	25.11
Cornerstone Strategic Value Fund Inc	110,784	25.11
1607 Capital Partners, LLC	108,280	25.11
Cornerstone Total Return Fund Inc	99,937	25.11
Wolverine Asset Management Llc	96,294	25.10
Bank Of America Corp /de/	62,955	25.11
Raymond James & Associates	61,305	25.10
Evergreen Capital Management Llc	58,295	25.11
Strs Ohio	49,441	25.10
Logan Stone Capital, LLC	44,105	25.10
Almitas Capital LLC	41,635	25.10
National Bank Of Canada /fi/	39,736	25.04
Quantedge Capital Pte Ltd	34,229	25.10

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
City Of London Investment Management Co Ltd	3,804,942	25.11
Lazard Asset Management Llc	525,368	25.11
Allspring Global Investments Holdings, LLC	495,828	25.11
Cornerstone Advisors Inc	246,209	26.70
Cornerstone Advisors, LLC	210,721	25.11
Karpus Management, Inc.	153,494	25.11
UBS Group AG	140,812	25.11
Cornerstone Strategic Value Fund Inc	110,784	25.11
1607 Capital Partners, LLC	108,280	25.11
Cornerstone Total Return Fund Inc	99,937	25.11
Wolverine Asset Management Llc	96,294	25.10
Bank Of America Corp /de/	62,955	25.11
Raymond James & Associates	61,305	25.10
Evergreen Capital Management Llc	58,295	25.11
Strs Ohio	49,441	25.10
Logan Stone Capital, LLC	44,105	25.10
Almitas Capital LLC	41,635	25.10
National Bank Of Canada /fi/	39,736	25.04
Quantedge Capital Pte Ltd	34,229	25.10
Css Llc/il	30,262	25.11

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	3,852,228
City Of London Investment Management Co Ltd	3,804,942	25.11
Budros, Ruhlin & Roe, Inc.	11,312	17.33

Recent Quarter 13 Institutes closed out their positions

Name	Shares	PPS
City Of London Investment Management Co Ltd	3,804,942	25.11
Contravisory Investment Management, Inc.	748	25.40
Herold Advisors, Inc.	464	25109.91
Lindbrook Capital, Llc
Citigroup Inc
Fmr Llc
Millennium Management Llc
Landscape Capital Management, L.l.c.
SeaBridge Investment Advisors LLC
Retirement Planning Co of New England, Inc.
Us Bancorp \de\
Barclays Plc
Walleye Trading LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GP Brinson Investments LLC	18,000	22.33	18,000	25.11
Allworth Financial LP	500	22.00	500	26.00
SOA Wealth Advisors, LLC.	42		42	23.81

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0

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 2 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	464	25109.91
Contravisory Investment Management, Inc.	748	25.40

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GP Brinson Investments LLC	18,000	22.33	18,000	25.11
Allworth Financial LP	500	22.00	500	26.00
SOA Wealth Advisors, LLC.	42		42	23.81

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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