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	92	4186.00	25.48	31.61
Previous Quarter	96	4430.00	25.48	32.16

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	25	12	0	3	7
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	3	7	0	2	3
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	413,891	25.48
TAP Consulting, LLC	250,582	25.48
Morgan Stanley	234,865	25.48
Advisor Group Holdings, Inc.	229,726	25.48
Ameriprise Financial Inc	195,870	25.46
Mml Investors Services, Llc	191,578	25.48
Wells Fargo & Company/mn	176,421	25.48
Bank Of America Corp /de/	173,721	25.48
Invesco Ltd.	158,500	25.48
DALT - Anfield Capital Diversified Alternatives ETF	87,372	22.94
Anfield Capital Management, LLC	83,995	25.48
INKM - SPDR SSGA Income Allocation ETF	82,143	25.48
Envestnet Asset Management Inc	66,403	25.48
Tower Research Capital LLC (TRC)	51,831	25.47
Wealthsource Partners, Llc	50,560	25.47
UBS Group AG	40,916	25.49
Jane Street Group, Llc	31,211	25.47
Flow Traders U.s. Llc	25,613	25.49
Parcion Private Wealth LLC	24,700	25.47
Stratos Wealth Partners, LTD.	23,647	22.07

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	413,891	25.48
TAP Consulting, LLC	250,582	25.48
Morgan Stanley	234,865	25.48
Advisor Group Holdings, Inc.	229,726	25.48
Ameriprise Financial Inc	195,870	25.46
Mml Investors Services, Llc	191,578	25.48
Wells Fargo & Company/mn	176,421	25.48
Bank Of America Corp /de/	173,721	25.48
Invesco Ltd.	158,500	25.48
Anfield Capital Management, LLC	83,995	25.48
INKM - SPDR SSGA Income Allocation ETF	82,143	25.48
DALT - Anfield Capital Diversified Alternatives ETF	79,036	24.53
Envestnet Asset Management Inc	66,403	25.48
Tower Research Capital LLC (TRC)	51,831	25.47
Wealthsource Partners, Llc	50,560	25.47
UBS Group AG	40,916	25.49
Jane Street Group, Llc	31,211	25.47
Flow Traders U.s. Llc	25,613	25.49
Stratos Wealth Partners, LTD.	24,937	25.46
Parcion Private Wealth LLC	24,700	25.47

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Bullseye Investment Management, LLC	10,692	51.72
jvl associates llc	0

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc	17,700	25.48
Future Financial Wealth Managment LLC	3,300	25.45
Bogart Wealth, LLC	516	25.19
Money Concepts Capital Corp	440	25.00
Carroll Financial Associates, Inc.
Emerald Investment Partners, Llc
Global Retirement Partners, LLC
HAP Trading, LLC
Bokf, Na
First Heartland Consultants, Inc.
Fsb Premier Wealth Management, Inc.
Northwest Bancshares, Inc.
Us Bancorp \de\
Kestra Advisory Services, LLC
Qube Research & Technologies Ltd
Fmr Llc
Citigroup Inc
CoreCap Advisors, LLC
AdvisorNet Financial, Inc
Sterneck Capital Management, LLC
Peak Financial Advisors Llc
Barclays Plc
Goldman Sachs Group Inc
jvl associates llc
Proequities, Inc.

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DALT - Anfield Capital Diversified Alternatives ETF	87,372	22.94	79,036	24.53
Stratos Wealth Partners, LTD.	23,647	22.07	24,937	25.46
Commonwealth Equity Services, Llc	21,214	22.06	22,157	25.45
Brinker Capital Investments, LLC	16,604	22.10	24,345	25.47
Legacy Financial Group LLC	14,754	22.10	16,795	25.48
Cambridge Investment Research Advisors, Inc.	11,561	22.06	12,654	25.45
PFG Advisors	9,818	22.10	9,837	25.52
Spire Wealth Management	6,311	22.03	6,298	25.40
Capital Investment Advisory Services, LLC	3,994	22.03	2,390	25.52
Geneos Wealth Management Inc.	1,284	21.81	1,284	24.92
Gradient Investments LLC	77	25.97	266	26.32
HBC Financial Services, PLLC	63	295349.21	63	317126.98

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DALT - Anfield Capital Diversified Alternatives ETF	8,336	87,372	22.94	79,036	24.53	10.55
Capital Investment Advisory Services, LLC	1,604	3,994	22.03	2,390	25.52	67.11
Spire Wealth Management	13	6,311	22.03	6,298	25.40	0.21

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brinker Capital Investments, LLC	7,741	16,604	22.10	24,345	25.47	-31.80
Legacy Financial Group LLC	2,041	14,754	22.10	16,795	25.48	-12.15
Stratos Wealth Partners, LTD.	1,290	23,647	22.07	24,937	25.46	-5.17
Cambridge Investment Research Advisors, Inc.	1,093	11,561	22.06	12,654	25.45	-8.64
Commonwealth Equity Services, Llc	943	21,214	22.06	22,157	25.45	-4.26
Gradient Investments LLC	189	77	25.97	266	26.32	-71.05
PFG Advisors	19	9,818	22.10	9,837	25.52	-0.19

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
Bullseye Investment Management, LLC	10,692	51.72

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Kestra Advisory Services, LLC
Money Concepts Capital Corp	440	25.00
Bogart Wealth, LLC	516	25.19

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stratos Wealth Partners, LTD.	23,647	22.07	24,937	25.46
Commonwealth Equity Services, Llc	21,214	22.06	22,157	25.45
Brinker Capital Investments, LLC	16,604	22.10	24,345	25.47
Spire Wealth Management	6,311	22.03	6,298	25.40
Capital Investment Advisory Services, LLC	3,994	22.03	2,390	25.52
Geneos Wealth Management Inc.	1,284	21.81	1,284	24.92
HBC Financial Services, PLLC	63	295349.21	63	317126.98

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
Capital Investment Advisory Services, LLC	1,604	3,994	22.03	2,390	25.52	67.11
Spire Wealth Management	13	6,311	22.03	6,298	25.40	0.21

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brinker Capital Investments, LLC	7,741	16,604	22.10	24,345	25.47	-31.80
Stratos Wealth Partners, LTD.	1,290	23,647	22.07	24,937	25.46	-5.17
Commonwealth Equity Services, Llc	943	21,214	22.06	22,157	25.45	-4.26

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