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	145	10.00	10.01	9.88
Previous Quarter	158	100.00	10.01	10.49

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	2	50	13	0	6	3
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	2	2	7	0	4	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
LPL Financial LLC	2,873,704
LPL Financial LLC	2,245,712	10.01
Saba Capital Management, L.P.	2,046,006
Wells Fargo & Company/mn	1,825,172	10.01
Bank Of America Corp /de/	1,534,624	10.01
Morgan Stanley	1,122,896	10.01
YYY - Amplify High Income ETF	1,103,182	9.49
Penserra Capital Management LLC	1,088,132	10.01
Guggenheim Capital Llc	901,376	10.01
UBS Group AG	842,439	10.01
Invesco Ltd.	743,108	10.01
PCEF - Invesco CEF Income Composite ETF	727,650	9.76
Royal Bank Of Canada	597,097	10.01
Goldman Sachs Group Inc	504,947	10.01
Ameriprise Financial Inc	434,224	10.01
Cohen & Steers, Inc.	430,000	10.01
Janney Montgomery Scott LLC	408,693	10.01
GFRAX - Goldman Sachs High Yield Floating Rate Fund Class A Shares	402,141	10.01
Eaton Vance Management	387,184	10.01
Baird Financial Group, Inc.	379,475	10.01

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
LPL Financial LLC	2,245,712	10.01
Wells Fargo & Company/mn	1,825,172	10.01
Bank Of America Corp /de/	1,534,624	10.01
Morgan Stanley	1,122,896	10.01
YYY - Amplify High Income ETF	1,113,932	10.33
Penserra Capital Management LLC	1,088,132	10.01
Guggenheim Capital Llc	901,376	10.01
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	855,996	10.07
UBS Group AG	842,439	10.01
Invesco Ltd.	743,108	10.01
PCEF - Invesco CEF Income Composite ETF	727,650	9.76
Royal Bank Of Canada	597,097	10.01
Goldman Sachs Group Inc	504,947	10.01
Ameriprise Financial Inc	434,224	10.01
Cohen & Steers, Inc.	430,000	10.01
Janney Montgomery Scott LLC	408,693	10.01
GFRAX - Goldman Sachs High Yield Floating Rate Fund Class A Shares	402,141	10.01
Eaton Vance Management	387,184	10.01
Baird Financial Group, Inc.	379,475	10.01
Byrne Asset Management LLC	331,584	10.01

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
OTA Financial Group L.P.	46,930	8.33
Allworth Financial LP	2,000	8.50

Recent Quarter 50 Institutes closed out their positions

Name	Shares	PPS
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	855,996	10.07
Putnam High Income Securities Fund	156,740	10.26
Mid Atlantic Financial Management Inc/adv	109,075	10.07
Calton & Associates, Inc.	87,718	10.01
CVY - Invesco Zacks Multi-Asset Income ETF	75,178	10.34
Herold Advisors, Inc.	1,000	10010.00
Saba Capital Management, L.P.
Fifth Third Bancorp
Ford Financial Group, LLC
Mariner Investment Group Llc
Panagora Asset Management Inc
6 Meridian
Cetera Advisor Networks LLC
Clough Capital Partners L P
Next Capital Management LLC
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
FourThought Financial, LLC
Total Clarity Wealth Management, Inc.
Arkadios Wealth Advisors
Callan Capital, LLC
Andrew Hill Investment Advisors, Inc.
United Capital Financial Advisers, Llc
Firestone Capital Management
Truist Financial Corp
Oppenheimer & Co Inc
Integrated Capital Management, Inc.
Park Avenue Securities Llc
1607 Capital Partners, LLC
CTC Capital Management, LLC
Segantii Capital Management Ltd
Nomura Holdings Inc
Telemus Capital, Llc
Jane Street Group, Llc
Zazove Associates Llc
Dynamic Advisor Solutions LLC
Kestra Advisory Services, LLC
Newbridge Financial Services Group, Inc.
Envestnet Asset Management Inc
Lloyd Park, LLC
Harbour Investments, Inc.
Susquehanna International Group, Llp
Huntington National Bank
Barrett Asset Management, LLC
Wela Strategies, Inc.
Aristides Capital LLC
Citigroup Inc
Snowden Capital Advisors LLC
Fmr Llc
Rivernorth Capital Management, Llc
Gerber Kawasaki Wealth & Investment Management

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LPL Financial LLC	2,873,704		2,245,712	10.01
YYY - Amplify High Income ETF	1,103,182	9.49	1,113,932	10.33
Capital Investment Advisors, LLC	241,534	8.34	268,895	10.01
Eaton Vance Senior Floating Rate Trust	148,079	9.49	148,079	10.33
Koshinski Asset Management, Inc.	110,672	0.01	104,672	10.01
Cambridge Investment Research Advisors, Inc.	76,722	8.34	65,585	10.02
VPC - Virtus Private Credit Strategy ETF	47,296	9.49	50,975	10.34
Foundations Investment Advisors, LLC	27,664	8.31	27,664	9.90
Glassy Mountain Advisors, Inc.	12,943	8.34	12,943	10.04
Private Advisor Group, LLC	11,021	8.35	10,985	10.01
Optimum Investment Advisors	5,700	8.42	5,700	10.00
SOA Wealth Advisors, LLC.	973	8.22	955	9.42
FNY Investment Advisers, LLC	200	5.00	200	10.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Saba Capital Management, L.P.	2,046,006	2,046,006		0		0.00
LPL Financial LLC	627,992	2,873,704		2,245,712	10.01	27.96
Cambridge Investment Research Advisors, Inc.	11,137	76,722	8.34	65,585	10.02	16.98
Koshinski Asset Management, Inc.	6,000	110,672	0.01	104,672	10.01	5.73
Private Advisor Group, LLC	36	11,021	8.35	10,985	10.01	0.33
SOA Wealth Advisors, LLC.	18	973	8.22	955	9.42	1.88

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Capital Investment Advisors, LLC	27,361	241,534	8.34	268,895	10.01	-10.18
YYY - Amplify High Income ETF	10,750	1,103,182	9.49	1,113,932	10.33	-0.97
VPC - Virtus Private Credit Strategy ETF	3,679	47,296	9.49	50,975	10.34	-7.22

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 2 New Institutes added position

Name	Shares	PPS
OTA Financial Group L.P.	46,930	8.33
Allworth Financial LP	2,000	8.50

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	1,000	10010.00
Calton & Associates, Inc.	87,718	10.01

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Koshinski Asset Management, Inc.	110,672	0.01	104,672	10.01
Cambridge Investment Research Advisors, Inc.	76,722	8.34	65,585	10.02
Glassy Mountain Advisors, Inc.	12,943	8.34	12,943	10.04
Private Advisor Group, LLC	11,021	8.35	10,985	10.01
Optimum Investment Advisors	5,700	8.42	5,700	10.00
SOA Wealth Advisors, LLC.	973	8.22	955	9.42
FNY Investment Advisers, LLC	200	5.00	200	10.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	11,137	76,722	8.34	65,585	10.02	16.98
Koshinski Asset Management, Inc.	6,000	110,672	0.01	104,672	10.01	5.73
Private Advisor Group, LLC	36	11,021	8.35	10,985	10.01	0.33
SOA Wealth Advisors, LLC.	18	973	8.22	955	9.42	1.88

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