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	188	9.00	8.58	8.54
Previous Quarter	201	62.00	8.58	11.11

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	49	13	0	5	5
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	4	6	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
Bramshill Investments, LLC	3,738,744	8.58
Sit Investment Associates Inc	1,707,862	8.58
Invesco Ltd.	1,556,678	8.58
Parametric Portfolio Associates Llc	1,444,327	8.58
PCEF - Invesco CEF Income Composite ETF	1,331,745	8.55
Morgan Stanley	1,187,566	8.58
Cohen & Steers, Inc.	974,368	8.58
YYY - Amplify High Income ETF	927,192	7.99
Penserra Capital Management LLC	914,543	8.58
Raymond James & Associates	800,520	8.58
Wells Fargo & Company/mn	755,692	8.58
Commonwealth Equity Services, Llc	478,556	8.58
Ibex Wealth Advisors	456,704	8.58
BRMSX - Bramshill Income Performance Fund Institutional Class	440,795	8.58
Protective Life Corp	440,000	8.58
Shaker Financial Services, LLC	393,506	8.58
Brinker Capital Investments, LLC	335,944	8.58
UBS Group AG	322,916	8.58
Rivernorth Capital Management, Llc	311,621	8.58
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	311,621	8.58

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
Bramshill Investments, LLC	3,738,744	8.58
Sit Investment Associates Inc	1,707,862	8.58
Invesco Ltd.	1,556,678	8.58
Parametric Portfolio Associates Llc	1,444,327	8.58
PCEF - Invesco CEF Income Composite ETF	1,331,745	8.55
Morgan Stanley	1,187,566	8.58
Cohen & Steers, Inc.	974,368	8.58
YYY - Amplify High Income ETF	936,227	9.19
Penserra Capital Management LLC	914,543	8.58
Raymond James & Associates	800,520	8.58
Wells Fargo & Company/mn	755,692	8.58
Commonwealth Equity Services, Llc	478,556	8.58
Ibex Wealth Advisors	456,704	8.58
BRMSX - Bramshill Income Performance Fund Institutional Class	440,795	8.58
Protective Life Corp	440,000	8.58
Shaker Financial Services, LLC	393,506	8.58
Brinker Capital Investments, LLC	335,944	8.58
UBS Group AG	322,916	8.58
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	311,621	8.58
Rivernorth Capital Management, Llc	311,621	8.58

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Marquette Asset Management, LLC	5,107	7.64

Recent Quarter 49 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	59,626	9.90
Carnegie Capital Asset Management, LLC	51,350	8.59
Ameritas Investment Corp	26,794
Harbor Financial Services, Llc	25,000	9.92
Homrich & Berg	10,500	9.90
Herold Advisors, Inc.	7,852	8579.98
Carroll Financial Associates, Inc.	6,800	9.41
Future Financial Wealth Managment LLC	4,000	8.50
Valley National Advisers Inc	2,000	8.50
Koshinski Asset Management, Inc.	800	8.75
Parallel Advisors, LLC	136	7.35
Sphinx Trading, Lp
Albion Financial Group /ut
First Foundation Advisors
Telemus Capital, Llc
Gradient Investments LLC
Nomura Holdings Inc
Busey Wealth Management
Assetmark, Inc
D.a. Davidson & Co.
Kestra Advisory Services, LLC
Autumn Glory Partners, LLC
Huntington National Bank
First Financial Corp /in/
Jacobi Capital Management LLC
Atlas Private Wealth Advisors
Kerntke Otto McGlone Wealth Management Group
AXS Investments LLC
Millennium Management Llc
Total Clarity Wealth Management, Inc.
Parkside Financial Bank & Trust
Fmr Llc
Outfitter Financial LLC
First Horizon Advisors, Inc.
Arkadios Wealth Advisors
Northern Trust Corp
Advisory Services Network, LLC
Cwm, Llc
Walleye Capital LLC
Noesis Capital Mangement Corp
Segantii Capital Management Ltd
Moloney Securities Asset Management, LLC
Lloyd Park, LLC
Cambridge Trust Co
Harbor Investment Advisory, Llc
Thomas J. Herzfeld Advisors, Inc.
Apollon Wealth Management, LLC
Edge Wealth Management LLC
Boenning & Scattergood, Inc.

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	927,192	7.99	936,227	9.19
E&G Advisors, LP	167,600	7.65	168,700	8.58
Private Advisor Group, LLC	146,682	7.65	146,483	8.58
Capital Investment Advisors, LLC	102,419	7.65	103,024	8.58
CVY - Invesco Zacks Multi-Asset Income ETF	96,342	7.99	66,907	9.19
Orion Portfolio Solutions, LLC	61,854	7.65	63,672	8.58
Cambridge Investment Research Advisors, Inc.	55,715	7.65	53,665	8.57
Flagship Harbor Advisors, Llc	13,248	7.62	13,248	8.61
Covington Capital Management	10,052	7.66	10,052	8.56
AAINX - Thrivent Opportunity Income Plus Fund Class A	8,100	8.02	7,500	9.20
Sound Income Strategies, LLC	3,900	7.69	3,900	8.46
FNY Investment Advisers, LLC	2,000	7.50	2,000	8.50
AABFX - Thrivent Balanced Income Plus Fund Class A	1,850	8.11	1,000	9.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
CVY - Invesco Zacks Multi-Asset Income ETF	29,435	96,342	7.99	66,907	9.19	43.99
Cambridge Investment Research Advisors, Inc.	2,050	55,715	7.65	53,665	8.57	3.82
AABFX - Thrivent Balanced Income Plus Fund Class A	850	1,850	8.11	1,000	9.00	85.00
AAINX - Thrivent Opportunity Income Plus Fund Class A	600	8,100	8.02	7,500	9.20	8.00
Private Advisor Group, LLC	199	146,682	7.65	146,483	8.58	0.14

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YYY - Amplify High Income ETF	9,035	927,192	7.99	936,227	9.19	-0.97
Orion Portfolio Solutions, LLC	1,818	61,854	7.65	63,672	8.58	-2.86
E&G Advisors, LP	1,100	167,600	7.65	168,700	8.58	-0.65
Capital Investment Advisors, LLC	605	102,419	7.65	103,024	8.58	-0.59
AdvisorNet Financial, Inc	330	330	9.09	660	9.09	-50.00

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
Marquette Asset Management, LLC	5,107	7.64

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	800	8.75
Carnegie Capital Asset Management, LLC	51,350	8.59
Valley National Advisers Inc	2,000	8.50
Herold Advisors, Inc.	7,852	8579.98

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	146,682	7.65	146,483	8.58
Orion Portfolio Solutions, LLC	61,854	7.65	63,672	8.58
Cambridge Investment Research Advisors, Inc.	55,715	7.65	53,665	8.57
Flagship Harbor Advisors, Llc	13,248	7.62	13,248	8.61
Sound Income Strategies, LLC	3,900	7.69	3,900	8.46
FNY Investment Advisers, LLC	2,000	7.50	2,000	8.50

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
Cambridge Investment Research Advisors, Inc.	2,050	55,715	7.65	53,665	8.57	3.82
Private Advisor Group, LLC	199	146,682	7.65	146,483	8.58	0.14

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Orion Portfolio Solutions, LLC	1,818	61,854	7.65	63,672	8.58	-2.86

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