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 27 New Institutes added
position
Name |
Shares |
PPS |
Vanguard Group Inc |
250,348
|
1.91 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
|
229,197
|
1.85 |
Investment House Llc |
108,282
|
1.91 |
Geode Capital Management, Llc |
50,521
|
1.82 |
Strategy Asset Managers Llc |
45,336
|
1.92 |
Pine Valley Investments Ltd Liability Co |
44,420
|
1.91 |
Vivaldi Capital Management, LLC |
24,000
|
1.92 |
FSMAX - Fidelity Extended Market Index Fund
This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
|
23,984
|
1.63 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
|
21,151
|
1.84 |
Renaissance Technologies Llc |
20,800
|
|
State Street Corp |
19,473
|
1.85 |
FNCMX - Fidelity Nasdaq Composite Index Fund
This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
|
14,123
|
1.63 |
Northern Trust Corp |
12,918
|
1.94 |
FCFMX - Fidelity Series Total Market Index Fund
This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
|
9,314
|
1.61 |
Tower Research Capital LLC (TRC) |
5,665
|
1.94 |
Morgan Stanley |
829
|
2.41 |
UBS Group AG |
640
|
1.56 |
Bangor Savings Bank |
400
|
2.50 |
Wells Fargo & Company/mn |
101
|
|
Group One Trading, L.p. |
7
|
|
Recent Quarter 5 Institutes closed out
their
positions
Name |
Shares |
PPS |
Susquehanna International Group, Llp |
|
Bank Of America Corp /de/ |
|
Advisor Group Holdings, Inc. |
|
Harel Insurance Investments & Financial Services Ltd. |
|
Stratos Wealth Partners, LTD. |
|
Recent Quarter 0 Institutes
averaged
down
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
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
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 2 New Institutes added
position
Name |
Shares |
PPS |
Strategy Asset Managers Llc |
45,336
|
1.92 |
Advisor Group Holdings, Inc. |
0
|
|
Past Week 1 Institutes closed out their
positions
Name |
Shares |
PPS |
Advisor Group Holdings, Inc. |
|
Past Week 0 Institutes averaged
down
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
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
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