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	108	8.00	8.57	8.41
Previous Quarter	112	8.00	8.57	8.44

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	4	26	5	1	2	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	1	0	5	0	2	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
Raymond James & Associates	3,408,260	8.57
RAYMOND JAMES & ASSOCIATES	3,147,449
FIRST TRUST PORTFOLIOS LP	2,921,700
Parametric Portfolio Associates Llc	2,112,207	8.57
Rivernorth Capital Management, Llc	1,845,314	8.57
Cornerstone Advisors, LLC	908,735	8.57
Advisors Asset Management, Inc.	884,891	8.57
Cornerstone Advisors Inc	816,683	7.19
Morgan Stanley	685,642	8.57
Wells Fargo & Company/mn	647,214	8.57
Bbr Partners, Llc	643,420	8.57
Cornerstone Strategic Value Fund Inc	566,260	8.57
Quantedge Capital Pte Ltd	446,939	8.57
McGowan Group Asset Management, Inc.	421,144	8.57
Camelot Portfolios, LLC	415,250	8.57
Wolverine Asset Management Llc	390,453	8.57
Cornerstone Total Return Fund Inc	342,475	8.57
Zazove Associates Llc	299,073	8.57
FourThought Financial, LLC	274,237	8.58
Merriman Wealth Management, LLC	267,424	8.57

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
Raymond James & Associates	3,408,260	8.57
Parametric Portfolio Associates Llc	2,112,207	8.57
Rivernorth Capital Management, Llc	1,845,314	8.57
Cornerstone Advisors, LLC	908,735	8.57
Advisors Asset Management, Inc.	884,891	8.57
Cornerstone Advisors Inc	816,683	7.19
Morgan Stanley	685,642	8.57
Wells Fargo & Company/mn	647,214	8.57
Bbr Partners, Llc	643,420	8.57
Cornerstone Strategic Value Fund Inc	566,260	8.57
Rivernorth Opportunities Fund, Inc.	483,845	7.49
Quantedge Capital Pte Ltd	446,939	8.57
McGowan Group Asset Management, Inc.	421,144	8.57
Camelot Portfolios, LLC	415,250	8.57
Wolverine Asset Management Llc	390,453	8.57
Cornerstone Total Return Fund Inc	342,475	8.57
Zazove Associates Llc	299,073	8.57
FourThought Financial, LLC	274,237	8.58
Merriman Wealth Management, LLC	267,424	8.57
Saba Capital Management, L.P.	217,169	8.57

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
RAYMOND JAMES & ASSOCIATES	3,147,449
FIRST TRUST PORTFOLIOS LP	2,921,700
Voya Prime Rate Trust	77,500	8.05
OTA Financial Group L.P.	33,233	7.49

Recent Quarter 26 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	80,000	1.00
Alternative Strategies Fund	32,951	7.28
Gladstone Institutional Advisory LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
IHT Wealth Management, LLC
Virtu Financial LLC
Mariner Investment Group Llc
Cfm Wealth Partners Llc
FNY Investment Advisers, LLC
CENTRAL TRUST Co
Tower Research Capital LLC (TRC)
Guggenheim Capital Llc
Concord Wealth Partners
Pacitti Group Inc.
Eukles Asset Management
Walleye Trading LLC
Clearview Wealth Advisors LLC
Citigroup Inc
Proequities, Inc.
Confluence Wealth Services, Inc.
Horizon Kinetics Asset Management Llc
Invesco Ltd.
Landscape Capital Management, L.l.c.
Snowden Capital Advisors LLC
Nomura Holdings Inc
Clough Capital Partners L P

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	173,370	7.51	168,731	8.57
Koshinski Asset Management, Inc.	140,031	0.01	141,703	8.57
Cambridge Investment Research Advisors, Inc.	43,396	7.51	40,151	8.57
Private Advisor Group, LLC	17,150	7.52	18,650	8.53
SOA Wealth Advisors, LLC.	131		131	7.63

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Rivernorth Opportunities Fund, Inc.	109,703	8.05	483,845	7.49

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flagship Harbor Advisors, Llc	4,639	173,370	7.51	168,731	8.57	2.75
Cambridge Investment Research Advisors, Inc.	3,245	43,396	7.51	40,151	8.57	8.08

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Rivernorth Opportunities Fund, Inc.	374,142	109,703	8.05	483,845	7.49	-77.33
Koshinski Asset Management, Inc.	1,672	140,031	0.01	141,703	8.57	-1.18
Private Advisor Group, LLC	1,500	17,150	7.52	18,650	8.53	-8.04

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
OTA Financial Group L.P.	33,233	7.49

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	173,370	7.51	168,731	8.57
Koshinski Asset Management, Inc.	140,031	0.01	141,703	8.57
Cambridge Investment Research Advisors, Inc.	43,396	7.51	40,151	8.57
Private Advisor Group, LLC	17,150	7.52	18,650	8.53
SOA Wealth Advisors, LLC.	131		131	7.63

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
Flagship Harbor Advisors, Llc	4,639	173,370	7.51	168,731	8.57	2.75
Cambridge Investment Research Advisors, Inc.	3,245	43,396	7.51	40,151	8.57	8.08

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Koshinski Asset Management, Inc.	1,672	140,031	0.01	141,703	8.57	-1.18
Private Advisor Group, LLC	1,500	17,150	7.52	18,650	8.53	-8.04

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