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	32	26.00	26.51	25.50
Previous Quarter	36	26.00	26.52	26.51

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	12	4	0	3	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	0	3	0	2	1
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
Empirical Finance, LLC	1,243,146	26.52
Revolve Wealth Partners, LLC	731,125	22.49
Empowered Funds, LLC	455,460	26.52
Almanack Investment Partners, LLC.	170,748	26.52
Lansing Street Advisors	151,298	25.82
Kathmere Capital Management, LLC	135,876	26.52
Silicon Hills Wealth Management, LLC	127,639	26.52
One + One Wealth Management, Llc	113,092	22.49
Menlo Advisors Llc	110,858	26.51
Old Mission Capital Llc	107,964	26.52
Jane Street Group, Llc	56,655	26.51
Warren Street Wealth Advisors, LLC	41,163	26.53
Royal Bank Of Canada	38,182	26.50
Kathleen S. Wright Associates Inc.	18,781	22.47
Baker Boyer National Bank	18,088	22.50
Susquehanna International Group, Llp	17,122	26.28
Well Done, LLC	16,947	26.49
Citadel Advisors Llc	16,689	26.54
Sterneck Capital Management, LLC	8,031	26.52
Money Concepts Capital Corp	3,300	26.67

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
Empirical Finance, LLC	1,243,146	26.52
Revolve Wealth Partners, LLC	664,640	26.52
Empowered Funds, LLC	455,460	26.52
Almanack Investment Partners, LLC.	170,748	26.52
Lansing Street Advisors	151,298	25.82
Kathmere Capital Management, LLC	135,876	26.52
Silicon Hills Wealth Management, LLC	127,639	26.52
Menlo Advisors Llc	110,858	26.51
CLSAX - CLS Global Diversified Equity Fund Class N	110,000	27.33
Old Mission Capital Llc	107,964	26.52
One + One Wealth Management, Llc	77,450	26.52
Jane Street Group, Llc	56,655	26.51
Warren Street Wealth Advisors, LLC	41,163	26.53
Royal Bank Of Canada	38,182	26.50
Kathleen S. Wright Associates Inc.	20,460	26.54
Baker Boyer National Bank	17,862	26.54
Susquehanna International Group, Llp	17,122	26.28
Well Done, LLC	16,947	26.49
Citadel Advisors Llc	16,689	26.54
Sterneck Capital Management, LLC	8,031	26.52

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	160	25.00

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
CLSAX - CLS Global Diversified Equity Fund Class N	110,000	27.33
Hudock, Inc.
Brinker Capital Investments, LLC
Aptus Capital Advisors, LLC
Raymond James & Associates
Proequities, Inc.
Raymond James Financial Services Advisors, Inc.
Hedges Asset Management LLC
Cambridge Investment Research Advisors, Inc.
Rocky Mountain Advisers, Llc
Captrust Financial Advisors
Paragon Capital Management Ltd

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Revolve Wealth Partners, LLC	731,125	22.49	664,640	26.52
One + One Wealth Management, Llc	113,092	22.49	77,450	26.52
Kathleen S. Wright Associates Inc.	18,781	22.47	20,460	26.54
Baker Boyer National Bank	18,088	22.50	17,862	26.54

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Revolve Wealth Partners, LLC	66,485	731,125	22.49	664,640	26.52	10.00
One + One Wealth Management, Llc	35,642	113,092	22.49	77,450	26.52	46.02
Baker Boyer National Bank	226	18,088	22.50	17,862	26.54	1.27

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Kathleen S. Wright Associates Inc.	1,679	18,781	22.47	20,460	26.54	-8.21

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	160	25.00

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Revolve Wealth Partners, LLC	731,125	22.49	664,640	26.52
One + One Wealth Management, Llc	113,092	22.49	77,450	26.52
Kathleen S. Wright Associates Inc.	18,781	22.47	20,460	26.54

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
Revolve Wealth Partners, LLC	66,485	731,125	22.49	664,640	26.52	10.00
One + One Wealth Management, Llc	35,642	113,092	22.49	77,450	26.52	46.02

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Kathleen S. Wright Associates Inc.	1,679	18,781	22.47	20,460	26.54	-8.21

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