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	50	7.00	6.96	6.98
Previous Quarter	47	7.00	6.96	7.06

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	12	3	0	2	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	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
1607 Capital Partners, LLC	3,160,683	6.96
1607 Capital Partners, LLC	3,141,083
Allspring Global Investments Holdings, LLC	2,355,402
Allspring Global Investments Holdings, LLC	2,323,618	6.96
LAZARD ASSET MANAGEMENT LLC	1,458,227
Lazard Asset Management Llc	1,448,090	6.96
City Of London Investment Management Co Ltd	1,209,067	6.90
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1,206,352
Karpus Management, Inc.	533,461	6.96
Cornerstone Advisors Inc	154,433	8.13
Bulldog Investors, LLP	114,992	6.96
Special Opportunities Fund, Inc.	114,992	6.96
Saba Capital Management, L.P.	112,127	6.96
Cornerstone Strategic Value Fund Inc	86,014	8.13
Baird Financial Group, Inc.	81,904	6.96
Voya Prime Rate Trust	66,330	6.12
Cornerstone Advisors, LLC	54,746	6.96
Cornerstone Total Return Fund Inc	54,746	6.96
Bank Of America Corp /de/	49,497	6.97
Morgan Stanley	46,168	6.95

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
1607 Capital Partners, LLC	3,160,683	6.96
Allspring Global Investments Holdings, LLC	2,323,618	6.96
Lazard Asset Management Llc	1,448,090	6.96
City Of London Investment Management Co Ltd	1,209,067	6.90
Karpus Management, Inc.	533,461	6.96
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares	251,000	9.75
Cornerstone Advisors Inc	154,433	8.13
Special Opportunities Fund, Inc.	114,992	6.96
Bulldog Investors, LLP	114,992	6.96
Saba Capital Management, L.P.	112,127	6.96
Voya Prime Rate Trust	105,265	7.63
Cornerstone Strategic Value Fund Inc	86,014	8.13
Baird Financial Group, Inc.	81,904	6.96
Cornerstone Total Return Fund Inc	54,746	6.96
Cornerstone Advisors, LLC	54,746	6.96
Bank Of America Corp /de/	49,497	6.97
Morgan Stanley	46,168	6.95
Shaker Financial Services, LLC	40,078	6.96
Blue Bell Private Wealth Management, Llc	38,367	6.96
Wells Fargo & Company/mn	38,181	6.97

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
LAZARD ASSET MANAGEMENT LLC	1,458,227
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1,206,352
WELLS FARGO & COMPANY/MN	39,089

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares	251,000	9.75
Peapack Gladstone Financial Corp
9258 Wealth Management, LLC
Wolverine Asset Management Llc
Advisor Group Holdings, Inc.
Landscape Capital Management, L.l.c.
Nomura Holdings Inc
Tower Research Capital LLC (TRC)
Center for Financial Planning, Inc.
Proequities, Inc.
Guggenheim Capital Llc
Matisse Capital

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allspring Global Investments Holdings, LLC	2,355,402		2,323,618	6.96
Voya Prime Rate Trust	66,330	6.12	105,265	7.63
M&r Capital Management Inc	1,581	5.06	1,516	6.60

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Allspring Global Investments Holdings, LLC	31,784	2,355,402		2,323,618	6.96	1.37
M&r Capital Management Inc	65	1,581	5.06	1,516	6.60	4.29

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Voya Prime Rate Trust	38,935	66,330	6.12	105,265	7.63	-36.99

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

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

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