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	55	43.00	44.04	45.87
Previous Quarter	54	44.00	44.04	47.02

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	10	4	0	2	2
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	2	0	0	2
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
Thrivent Financial For Lutherans	3,052,131	48.27
PFSEX - RiskPro® 30+ Fund Class R	371,506	39.78
PFJDX - RiskPro® Dynamic 20-30 Fund Class R	300,943	39.78
NFDIX - Newfound Risk Managed U.S. Growth Fund Class I Shares	101,517	44.04
Signature Estate & Investment Advisors Llc	92,928	36.33
Newfound Research LLC	82,752	36.33
Royal Bank Of Canada	77,413	44.05
Envestnet Asset Management Inc	76,353	44.05
Wealth Enhancement Advisory Services, Llc	75,493	44.35
Raymond James & Associates	70,998	44.04
Raymond James Financial Services Advisors, Inc.	70,212	44.04
Citadel Advisors Llc	39,491	44.04
LPL Financial LLC	38,130	44.03
Jpmorgan Chase & Co	30,000	44.03
Ayalon Holdings Ltd.	29,916	36.34
55i, Llc	19,816	44.06
Dynamic Advisor Solutions LLC	17,100	44.04
J.w. Cole Advisors, Inc.	15,414
Intrust Bank Na	13,843	43.99
Prospera Financial Services Inc	12,777	44.06

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
Thrivent Financial For Lutherans	3,052,131	48.27
PFJDX - RiskPro® Dynamic 20-30 Fund Class R	202,702	43.56
PFSEX - RiskPro® 30+ Fund Class R	179,483	43.56
NFDIX - Newfound Risk Managed U.S. Growth Fund Class I Shares	101,517	44.04
Newfound Research LLC	101,517	44.04
Royal Bank Of Canada	77,413	44.05
Envestnet Asset Management Inc	76,353	44.05
Wealth Enhancement Advisory Services, Llc	75,493	44.35
Raymond James & Associates	70,998	44.04
Raymond James Financial Services Advisors, Inc.	70,212	44.04
Citadel Advisors Llc	39,491	44.04
LPL Financial LLC	38,130	44.03
Ayalon Holdings Ltd.	33,602	44.04
Jpmorgan Chase & Co	30,000	44.03
55i, Llc	19,816	44.06
Dynamic Advisor Solutions LLC	17,100	44.04
J.w. Cole Advisors, Inc.	15,414
Intrust Bank Na	13,843	43.99
Prospera Financial Services Inc	12,777	44.06
Fort Point Capital Partners LLC	7,118	43.97

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Signature Estate & Investment Advisors Llc	92,928	36.33

Recent Quarter 10 Institutes closed out their positions

Name	Shares	PPS
Brookstone Capital Management
Janney Montgomery Scott LLC
SYM FINANCIAL Corp
Jacobi Capital Management LLC
Goldman Sachs Group Inc
SRGAX - Stringer Growth Fund Class A Shares
UBS Group AG
Graves-Light Private Wealth Management, Inc.
Vident Investment Advisory, LLC
Flow Traders U.s. Llc

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PFSEX - RiskPro® 30+ Fund Class R	371,506	39.78	179,483	43.56
PFJDX - RiskPro® Dynamic 20-30 Fund Class R	300,943	39.78	202,702	43.56
Newfound Research LLC	82,752	36.33	101,517	44.04
Ayalon Holdings Ltd.	29,916	36.34	33,602	44.04

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
PFSEX - RiskPro® 30+ Fund Class R	192,023	371,506	39.78	179,483	43.56	106.99
PFJDX - RiskPro® Dynamic 20-30 Fund Class R	98,241	300,943	39.78	202,702	43.56	48.47

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Newfound Research LLC	18,765	82,752	36.33	101,517	44.04	-18.48
Ayalon Holdings Ltd.	3,686	29,916	36.34	33,602	44.04	-10.97

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
Signature Estate & Investment Advisors Llc	92,928	36.33

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Newfound Research LLC	82,752	36.33	101,517	44.04
Ayalon Holdings Ltd.	29,916	36.34	33,602	44.04

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 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Newfound Research LLC	18,765	82,752	36.33	101,517	44.04	-18.48
Ayalon Holdings Ltd.	3,686	29,916	36.34	33,602	44.04	-10.97

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