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 79 12.00 11.81 11.68
Previous Quarter 91 12.00 11.81 11.79

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 0 27 5 0 1 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 5 0 1 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
Morgan Stanley 1,038,988 11.81
Advisors Asset Management, Inc. 537,287 11.81
Commonwealth Equity Services, Llc 408,632 11.81
1607 Capital Partners, LLC 369,885 11.81
Wells Fargo & Company/mn 312,115 11.81
Baird Financial Group, Inc. 271,359 11.81
Cohen & Steers Closed-end Opportunity Fund, Inc. 242,700 11.81
Cohen & Steers, Inc. 242,700 11.81
Private Advisor Group, LLC 224,923 9.40
LPL Financial LLC 208,239 11.81
EERN - DriveWealth Power Saver ETF 155,016 11.23
Vident Investment Advisory, LLC 155,016 11.81
Ameriprise Financial Inc 132,457 11.81
Atria Wealth Solutions, Inc. 129,238 11.83
Invesco Ltd. 118,858 11.81
Advisor Group Holdings, Inc. 95,597 11.81
UBS Group AG 90,649 11.81
Royal Bank Of Canada 71,749 11.82
Bank Of America Corp /de/ 71,327 11.80
Shaker Financial Services, LLC 49,008 11.81

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
Morgan Stanley 1,038,988 11.81
Advisors Asset Management, Inc. 537,287 11.81
Commonwealth Equity Services, Llc 408,632 11.81
1607 Capital Partners, LLC 369,885 11.81
Wells Fargo & Company/mn 312,115 11.81
Baird Financial Group, Inc. 271,359 11.81
Cohen & Steers, Inc. 242,700 11.81
Cohen & Steers Closed-end Opportunity Fund, Inc. 242,700 11.81
LPL Financial LLC 208,239 11.81
Private Advisor Group, LLC 165,429 11.81
EERN - DriveWealth Power Saver ETF 155,016 11.23
Vident Investment Advisory, LLC 155,016 11.81
Ameriprise Financial Inc 132,457 11.81
Atria Wealth Solutions, Inc. 129,238 11.83
Invesco Ltd. 118,858 11.81
Advisor Group Holdings, Inc. 95,597 11.81
UBS Group AG 90,649 11.81
Royal Bank Of Canada 71,749 11.82
Bank Of America Corp /de/ 71,327 11.80
Shaker Financial Services, LLC 49,008 11.81

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
RBNAX - Robinson Opportunistic Income Fund Class A Shares 27,024 10.62
Mid Atlantic Financial Management Inc/adv 16,300 10.61
Sonora Investment Management, LLC 1,500 10.67
Carroll Financial Associates, Inc.
Seacrest Wealth Management, Llc
Citigroup Inc
Aristides Capital LLC
Advisory Services Network, LLC
Advisor Resource Council
Hennion & Walsh Asset Management, Inc.
North Star Investment Management Corp.
Cornerstone Advisors, LLC
Fmr Llc
Pacitti Group Inc.
Truist Financial Corp
Barrett Asset Management, LLC
Wolverine Asset Management Llc
Gerber Kawasaki Wealth & Investment Management
Ellis Investment Partners, LLC
Braun-Bostich & Associates Inc.
Creative Financial Designs Inc /adv
Kistler-Tiffany Companies, LLC
Proequities, Inc.
Parametric Portfolio Associates Llc
Paradigm Financial Partners, Llc
CoreCap Advisors, LLC
Geneos Wealth Management Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 224,923 9.40 165,429 11.81
Cambridge Investment Research Advisors, Inc. 42,240 9.40 44,602 11.82
Webster Bank, N. A. 7,973 9.41 7,973 11.79
FNY Investment Advisers, LLC 2,400 9.17 2,400 11.67
Financial Management Professionals, Inc. 443 9.03 443 11.29
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 59,494 224,923 9.40 165,429 11.81 35.96
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,362 42,240 9.40 44,602 11.82 -5.30
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 224,923 9.40 165,429 11.81
Cambridge Investment Research Advisors, Inc. 42,240 9.40 44,602 11.82
Webster Bank, N. A. 7,973 9.41 7,973 11.79
FNY Investment Advisers, LLC 2,400 9.17 2,400 11.67
Financial Management Professionals, Inc. 443 9.03 443 11.29
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 59,494 224,923 9.40 165,429 11.81 35.96
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,362 42,240 9.40 44,602 11.82 -5.30
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name