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	357	20.00	21.42	20.22
Previous Quarter	416	17.00	18.63	16.50

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	22	175	5	165	45	78
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	3	1	0	2	3	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	4	3	0	2	2	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
Jane Street Group, Llc	5,924,097	21.42
Polus Capital Management Ltd	2,500,000	21.42
Hbk Investments L P	2,405,000	21.42
Citadel Advisors Llc	1,816,900	21.42
Parallax Volatility Advisers, L.P.	1,689,400	21.42
LPL Financial LLC	1,291,721	21.42
Susquehanna International Group, Llp	1,278,800	21.42
Morgan Stanley	1,034,695	21.42
Jpmorgan Chase & Co	898,717	21.42
Commonwealth Equity Services, Llc	890,300	0.02
Polar Asset Management Partners Inc.	887,300	21.42
Bank Of America Corp /de/	877,749	21.42
Susquehanna International Group, Llp	844,200	21.42
Bank Of America Corp /de/	788,000	21.42
Goldman Sachs Group Inc	757,278	21.42
LMR Partners LLP	650,000	21.42
National Bank Of Canada /fi/	640,908	21.55
Two Sigma Investments, Lp	613,900	21.42
UBS Group AG	509,927	21.42
Citadel Advisors Llc	500,100	21.42

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
Hbk Investments L P	2,405,000	18.63
Jane Street Group, Llc	1,801,385	18.63
Citigroup Inc	1,537,655	18.63
Polus Capital Management Ltd	1,500,000	18.63
Parallax Volatility Advisers, L.P.	1,343,100	18.63
LPL Financial LLC	1,318,396	18.63
Morgan Stanley	1,203,876	18.63
Jpmorgan Chase & Co	1,105,939	18.63
Susquehanna International Group, Llp	1,086,800	18.63
Citadel Advisors Llc	1,034,600	18.63
Susquehanna International Group, Llp	1,027,000	18.63
Parallax Volatility Advisers, L.P.	994,900	18.63
Commonwealth Equity Services, Llc	936,966	0.02
UBS Group AG	859,282	18.63
J Arnold Wealth Management Co	857,241	18.63
Schonfeld Strategic Advisors LLC	800,000	0.25
Citadel Advisors Llc	774,300	18.63
UBS Group AG	770,950	18.63
National Bank Of Canada /fi/	711,938	18.63
Polar Asset Management Partners Inc.	550,000	18.63

Recent Quarter Analysis

Recent Quarter 22 New Institutes added position

Name	Shares	PPS
State Of Wisconsin Investment Board	263,800	21.42
Gsa Capital Partners Llp	83,075	0.02
Centaurus Financial, Inc.	80,323	0.02
Two Sigma Advisers, Lp	75,500	21.42
Gts Securities Llc	60,847	21.41
Aspen Wealth Strategies, LLC	32,387	21.43
Y-Intercept (Hong Kong) Ltd	28,701	21.43
Mutual Advisors, LLC	23,498	21.41
Bleakley Financial Group, LLC	19,548	21.43
Sawtooth Solutions, LLC	19,548	21.43
West Tower Group, LLC	12,628	21.38
Capital CS Group, LLC	9,769	21.39
GFG Capital, LLC	9,474	21.43
Worth Asset Management, LLC	7,480	21.39
Fifth Third Bancorp	606	21.45
CarsonAllaria Wealth Management, Ltd.	437	20.59
PrairieView Partners, LLC	400
Harbor Investment Advisory, Llc	150	20.00
NewSquare Capital LLC	100	20.00
TFC Financial Management	80	25.00

Recent Quarter 175 Institutes closed out their positions

Name	Shares	PPS
Hbk Investments L P	2,405,000	18.63
Citigroup Inc	1,537,655	18.63
UBS Group AG	859,282	18.63
J Arnold Wealth Management Co	857,241	18.63
Schonfeld Strategic Advisors LLC	800,000	0.25
Public Sector Pension Investment Board	500,000	18.63
Marshall Wace, Llp	379,734	18.63
Goldman Sachs Group Inc	341,901	18.63
Goldman Sachs Group Inc	341,901	18.63
Greenup Street Wealth Management Llc	316,187	18.63
Jefferies Financial Group Inc.	200,000	18.63
Jefferies Financial Group Inc.	200,000	18.63
Balyasny Asset Management Llc	168,097	18.63
Old Mission Capital Llc	166,428	18.63
Laurel Wealth Advisors, Inc.	109,981	17.08
Hrt Financial Lp	103,956	0.02
Hsbc Holdings Plc	73,978	18.46
Hsbc Holdings Plc	73,978	18.46
Bank Of Montreal /can/	66,673	17.08
Renaissance Technologies Llc	60,500	0.02
Mirabella Financial Services Llp	44,592	18.64
International Assets Investment Management, Llc	33,644	20.95
Bnp Paribas Arbitrage, Sa	29,620	18.64
Seacrest Wealth Management, Llc	24,667	18.65
HAP Trading, LLC	24,300
Baker Tilly Financial, Llc	24,136	18.64
Summit Place Financial Advisors, LLC	22,620	18.61
Strategic Financial Concepts, LLC	21,222	18.61
Summit Wealth & Retirement Planning, Inc.	19,399	18.61
Mariner, LLC	16,236
Sigma Planning Corp	15,350	18.63
Belpointe Asset Management LLC	15,126	18.64
Perigon Wealth Management, LLC	13,761	18.60
Moors & Cabot, Inc.	12,825	21.05
Laidlaw Wealth Management LLC	12,709	18.65
Two Sigma Securities, Llc	12,526	18.60
Bell Rock Capital Llc	12,508	15.03
Millennium Management Llc	12,200
Cresset Asset Management, LLC	11,483	18.64
Wealthcare Advisory Partners LLC	10,984	18.66
Perennial Investment Advisors, LLC	10,652	18.59
Money Concepts Capital Corp	10,438	11.11
Evoke Wealth, Llc	10,152	18.62
Ameritas Advisory Services, LLC	9,722	18.51
HBK Sorce Advisory LLC	5,759
Pinnacle Holdings, LLC	4,378	18.73
GIVYX - Global Tactical Fund Institutional Class	2,300	15.22
Newbridge Financial Services Group, Inc.	1,435	18.82
Monolith Advisors	1,200	15.00
Contravisory Investment Management, Inc.	1,000	19.00
Chilton Capital Management Llc	862	18.56
Activest Wealth Management	650	18.46
Kalos Management, Inc.	301	19.93
Steward Financial Group LLC	266
Benjamin F. Edwards & Company, Inc.	225
American Research & Management Co.	200	15.00
1832 Asset Management L.P.	198	20.20
Whittier Trust Co	175	17.14
Valley National Advisers Inc	138
Trustcore Financial Services, Llc	132	15.15
Baystate Wealth Management LLC	100	20.00
West Branch Capital LLC	7
Iron Horse Wealth Management, LLC	1
Aspire Wealth Management Corp
DECMX - BCM Decathlon Moderate Fund Class A
Wealthfront Advisers Llc
First Command Bank
Professional Financial Advisors, LLC
CenterStar Asset Management, LLC
Calamos Advisors LLC
Riggs Asset Managment Co. Inc.
Wexford Capital Lp
Resources Investment Advisors, LLC.
PFG Private Wealth Management, LLC
Morris Retirement Advisors, LLC
Prelude Capital Management, Llc
J.w. Cole Advisors, Inc.
JJJ Advisors Inc.
Ten Capital Wealth Advisors, LLC
Captrust Financial Advisors
Abbot Financial Management, Inc.
CENTRAL TRUST Co
Better Money Decisions, LLC
CX Institutional
Ford Financial Group, LLC
TAP Consulting, LLC
Peconic Partners Llc
JT Stratford LLC
Affiance Financial, LLC
Albion Financial Group /ut
J. Goldman & Co LP
Oxler Private Wealth LLC
Prospera Financial Services Inc
Central Asset Investments & Management Holdings (HK) Ltd
Prudential Plc
Headlands Technologies LLC
Cambridge Trust Co
EMG Holdings, L.P.
Sterling Investment Advisors, Ltd.
Belvedere Trading LLC
Rappaport Reiches Capital Management, LLC
Patriot Financial Group Insurance Agency, LLC
Lake Street Financial Llc
Elevated Capital Advisors, LLC
Macroview Investment Management Llc
Qube Research & Technologies Ltd
Signature Securities Group Corporation
Coppell Advisory Solutions Corp.
Farther Finance Advisors, LLC
Venture Visionary Partners LLC
Capital Advisory Group Advisory Services, LLC
Intercontinental Wealth Advisors, LLC
Providence Capital Advisors, LLC
Hudock, Inc.
John W. Brooker & Co., CPAs
Squarepoint Ops LLC
IMA Wealth, Inc.
Capital Analysts, Inc.
Arkadios Wealth Advisors
Pariax, LLC
K2 Principal Fund, L.p.
O'Dell Group, LLC
Guardian Wealth Advisors, LLC
AlphaMark Advisors, LLC
Townsquare Capital Llc
Castle Wealth Management Llc
Harel Insurance Investments & Financial Services Ltd.
Steadfast Capital Management Lp
ExodusPoint Capital Management, LP
Garde Capital, Inc.
Mayflower Financial Advisors, LLC
Accurate Wealth Management, LLC
Waterloo Capital, L.P.
Advisor Resource Council
Bank of New York Mellon Corp
Neuberger Berman Group LLC
Ellevest, Inc.
EWG Elevate Inc.
Dougherty Wealth Advisers LLC
Barings Llc
Baker Avenue Asset Management, LP
WCG Wealth Advisors LLC
PSI Advisors, LLC
Charter Oak Capital Management, LLC
U.S. Capital Wealth Advisors, LLC
Bluefin Capital Management, Llc
Advisors Preferred, LLC
Formula Growth Ltd
Personal Cfo Solutions, Llc
Evanson Asset Management, LLC
Altshuler Shaham Ltd
Journey Strategic Wealth Llc
Clear Creek Financial Management, LLC
Massmutual Trust Co Fsb/adv
RWM Asset Management, LLC
Y.D. More Investments Ltd
First Command Financial Services, Inc.
Wade G W & Inc
Dfpg Investments, Llc
McIlrath & Eck, LLC
Zullo Investment Group, Inc.
Industrial Alliance Investment Management Inc.
Capstone Investment Advisors, Llc
Huntington National Bank
XR Securities LLC
Ratio Wealth Group
Caption Management, LLC
Mirae Asset Global Investments Co., Ltd.
Salem Investment Counselors Inc
Consolidated Capital Management, Llc
Claybrook Capital, LLC
Focused Wealth Management, Inc
Quantitative Investment Management, LLC
Beacon Capital Management, LLC
Weiss Strategic Interval Fund	15.01

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ubs Oconnor Llc	150,000	0.21	150,000	1.47
Flow Traders U.s. Llc	65,458	0.02	439,652	0.02
IFP Advisors, Inc	6,011	21.46	9,107	30.53
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class	3,017	18.23	-42,473	20.20
Tyler-Stone Wealth Management	2,225		2,925	17.09

Recent Quarter 165 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Jane Street Group, Llc	5,924,097	21.42	1,801,385	18.63
Polus Capital Management Ltd	2,500,000	21.42	1,500,000	18.63
Hbk Investments L P	2,405,000	21.42	2,405,000	18.63
Citadel Advisors Llc	1,816,900	21.42	1,034,600	18.63
Parallax Volatility Advisers, L.P.	1,689,400	21.42	1,343,100	18.63
LPL Financial LLC	1,291,721	21.42	1,318,396	18.63
Susquehanna International Group, Llp	1,278,800	21.42	1,086,800	18.63
Morgan Stanley	1,034,695	21.42	1,203,876	18.63
Jpmorgan Chase & Co	898,717	21.42	1,105,939	18.63
Commonwealth Equity Services, Llc	890,300	0.02	936,966	0.02
Polar Asset Management Partners Inc.	887,300	21.42	550,000	18.63
Bank Of America Corp /de/	877,749	21.42	82,081	18.63
Goldman Sachs Group Inc	757,278	21.42	341,901	18.63
National Bank Of Canada /fi/	640,908	21.55	711,938	18.63
Two Sigma Investments, Lp	613,900	21.42	321,100	18.63
UBS Group AG	509,927	21.42	859,282	18.63
Stifel Financial Corp	408,508	21.42	279,364	18.63
Wells Fargo & Company/mn	366,872	21.42	477,305	18.63
Meitav Dash Investments Ltd	325,868	21.09	331,782	18.20
Credit Suisse Ag/	322,871	21.42	194,646	18.63

Recent Quarter 45 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Jane Street Group, Llc	4,122,712	5,924,097	21.42	1,801,385	18.63	228.86
Bank Of America Corp /de/	795,668	877,749	21.42	82,081	18.63	969.37
Goldman Sachs Group Inc	415,377	757,278	21.42	341,901	18.63	121.49
Two Sigma Investments, Lp	292,800	613,900	21.42	321,100	18.63	91.19
Stifel Financial Corp	129,144	408,508	21.42	279,364	18.63	46.23
Credit Suisse Ag/	128,225	322,871	21.42	194,646	18.63	65.88
Raymond James & Associates	45,788	214,527	21.42	168,739	18.63	27.14
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class	45,490	3,017	18.23	-42,473	20.20	-107.10
IPG Investment Advisors LLC	45,000	84,023	21.42	39,023	18.63	115.32
Maven Securities LTD	43,652	54,647	21.43	10,995	18.64	397.02
Teamwork Financial Advisors, LLC	38,793	83,545	21.43	44,752	18.64	86.68
Barclays Plc	22,026	22,056		30		73420.00
CIBC World Markets Inc.	19,759	19,759		0		0.00
Shay Capital LLC	15,000	15,000	21.40	0		0.00
Rockefeller Capital Management L.P.	14,642	14,642	21.45	0		0.00
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	12,000	19,100	21.57	7,100	18.73	169.01
Buckingham Strategic Wealth, Llc	11,497	11,497	21.40	0		0.00
Ntv Asset Management Llc	8,450	19,550	21.43	11,100	18.65	76.13
Coastal Investment Advisors, Inc.	5,043	5,043	21.42	0		0.00
Ameriprise Financial Inc	4,286	18,717	21.42	14,431	18.64	29.70

Recent Quarter 78 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Citigroup Inc	1,351,709	185,946	21.42	1,537,655	18.63	-87.91
Flow Traders U.s. Llc	374,194	65,458	0.02	439,652	0.02	-85.11
UBS Group AG	349,355	509,927	21.42	859,282	18.63	-40.66
Royal Bank Of Canada	244,565	229,509	21.42	474,074	18.63	-51.59
Jpmorgan Chase & Co	207,222	898,717	21.42	1,105,939	18.63	-18.74
Morgan Stanley	169,181	1,034,695	21.42	1,203,876	18.63	-14.05
Cambridge Investment Research Advisors, Inc.	123,495	101,236	0.02	224,731	0.02	-54.95
Wells Fargo & Company/mn	110,433	366,872	21.42	477,305	18.63	-23.14
Integrated Wealth Concepts LLC	84,271	125,618	21.42	209,889	0.02	-40.15
Edmond De Rothschild Holding S.a.	74,285	700	21.43	74,985	18.63	-99.07
National Bank Of Canada /fi/	71,030	640,908	21.55	711,938	18.63	-9.98
Hsbc Holdings Plc	49,286	24,692	21.42	73,978	18.46	-66.62
Commonwealth Equity Services, Llc	46,666	890,300	0.02	936,966	0.02	-4.98
Migdal Insurance & Financial Holdings Ltd.	41,665	132,615	0.02	174,280	0.02	-23.91
Allie Family Office LLC	37,050	17,770	21.44	54,820	18.62	-67.58
Bank Hapoalim Bm	27,435	74,634	0.03	102,069	0.02	-26.88
LPL Financial LLC	26,675	1,291,721	21.42	1,318,396	18.63	-2.02
Bank Of Montreal /can/	25,381	41,292	21.46	66,673	17.08	-38.07
Bnp Paribas Arbitrage, Sa	24,886	4,734	21.34	29,620	18.64	-84.02
Balyasny Asset Management Llc	22,686	145,411	21.42	168,097	18.63	-13.50

Recent Quarter 3 New Institutes added Put Positions

Name	Current Puts
LMR Partners LLP	650,000
Elliott Investment Management L.P.	500,000
Levin Capital Strategies, L.p.	10,000

Recent Quarter 1 New Institutes added Call Positions

Name	Current Calls
Walleye Capital LLC	55,000

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
Schonfeld Strategic Advisors LLC	800,000
Capstone Investment Advisors, Llc	0

Recent Quarter 3 Previous Institutes closed Call Positions

Name	Previous Calls
Public Sector Pension Investment Board	500,000
Caption Management, LLC	0
XR Securities LLC	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 4 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Susquehanna International Group, Llp	192,000	1,278,800	1,086,800	17.67
Polar Asset Management Partners Inc.	337,300	887,300	550,000	61.33
Parallax Volatility Advisers, L.P.	346,300	1,689,400	1,343,100	25.78
Polus Capital Management Ltd	1,000,000	2,500,000	1,500,000	66.67

Recent Quarter 3 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Capital Fund Management S.a.	1,300	110,700	109,400	1.19
HAP Trading, LLC	23,100	47,400	24,300	95.06
Citadel Advisors Llc	782,300	1,816,900	1,034,600	75.61

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 2 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
PEAK6 Investments LLC	143,800	125,200	269,000	-53.46
Walleye Trading LLC	8,000	186,200	194,200	-4.12

Recent Quarter 2 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Wolverine Trading, Llc	4,500	235,900	240,400	-1.87
Cutler Group LP	3,400	68,800	72,200	-4.71

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