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 16 22.00 20.00 19.61
Previous Quarter 31 29.00 25.51 26.64

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 22 6 1 2 4
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 0 0 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

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
Old Mission Capital Llc 77,227 25.38
Susquehanna International Group, Llp 38,856 25.38
Jane Street Group, Llc 15,707 25.40
EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 8,201 36.09
EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 4,596 36.12
EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 3,780 35.98
CoreCap Advisors, LLC 2,138 25.26
Steward Partners Investment Advisory, Llc 2,010
EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 1,865 35.92
UBS Group AG 1,411 25.51
Advisor Group Holdings, Inc. 986 25.35
Royal Bank Of Canada 626 25.56
Harbour Investments, Inc. 362 24.86
American Research & Management Co. 300 26.67
Morgan Stanley 5
Wells Fargo & Company/mn 1
Proequities, Inc. 0
L2 Asset Management, LLC 0
Us Bancorp \de\ 0
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 0

 

Recent Quarter Analysis

Name Shares PPS
Money Concepts Capital Corp 145 20.69
Name Shares PPS
EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 8,201 36.09
EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 4,596 36.12
EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 3,780 35.98
CoreCap Advisors, LLC 2,138 25.26
EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 1,865 35.92
Morgan Stanley 5
Wells Fargo & Company/mn 1
Tru Independence Asset Management 2, Llc
Stewardship Advisors, LLC
Systelligence, LLC
Commonwealth Equity Services, Llc
Red Door Wealth Management, LLC
Flow Traders U.s. Llc
Us Bancorp \de\
Dynamic Advisor Solutions LLC
L2 Asset Management, LLC
Proequities, Inc.
Citadel Advisors Llc
Sycomore Asset Management
Stelac Advisory Services LLC
Captrust Financial Advisors
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
Name Current Shares Current PPS Previous Shares Previous PPS
Old Mission Capital Llc 69,096 19.60 77,227 25.38
Jane Street Group, Llc 30,424 19.59 15,707 25.40
Susquehanna International Group, Llp 27,773 19.59 38,856 25.38
UBS Group AG 1,657 19.31 1,411 25.51
Advisor Group Holdings, Inc. 498 20.08 986 25.35
American Research & Management Co. 300 20.00 300 26.67
Name Current Shares Current PPS Previous Shares Previous PPS
Royal Bank Of Canada 26 38.46 626 25.56
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jane Street Group, Llc 14,717 30,424 19.59 15,707 25.40 93.70
UBS Group AG 246 1,657 19.31 1,411 25.51 17.43
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Susquehanna International Group, Llp 11,083 27,773 19.59 38,856 25.38 -28.52
Old Mission Capital Llc 8,131 69,096 19.60 77,227 25.38 -10.53
Royal Bank Of Canada 600 26 38.46 626 25.56 -95.85
Advisor Group Holdings, Inc. 488 498 20.08 986 25.35 -49.49
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name