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 91 NaN 0.00 16.47
Previous Quarter 100 NaN 0.00 16.35

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 3 32 2 2 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 1 0 2 0 0 0
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
Knutsen NYK Offshore Tankers AS 9,557,427
Offshore Merchant Partners Asset Yield Fund, LP 2,331,250
Invesco Ltd. 1,776,804 16.91
MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C 1,776,804 15.76
Renaissance Technologies Llc 1,321,331 16.91
DIV - Global X SuperDividend U.S. ETF 928,470 16.32
Mirae Asset Global Investments Co., Ltd. 904,946 16.91
HighTower Advisors, LLC 690,787 16.91
MDIV - Multi-Asset Diversified Income Index Fund 296,720 13.36
Morgan Stanley 147,993 16.91
Principal Street Partners, LLC 100,000 16.91
Susquehanna International Group, Llp 99,600 16.91
Rocky Mountain Advisers, Llc 78,500 16.90
Susquehanna International Group, Llp 60,946 16.92
Citadel Advisors Llc 58,100 16.90
Firethorn Wealth Partners, Llc 54,233 16.91
Naples Global Advisors, Llc 53,853 16.92
Bramshill Investments, LLC 50,652 16.92
LSPAX - LoCorr Spectrum Income Fund Class A 50,021 16.91
Raymond James & Associates 45,123 16.91

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
Invesco Ltd. 1,776,804 16.91
MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C 1,776,804 15.76
Renaissance Technologies Llc 1,321,331 16.91
Mirae Asset Global Investments Co., Ltd. 904,946 16.91
DIV - Global X SuperDividend U.S. ETF 761,092 14.37
HighTower Advisors, LLC 690,787 16.91
MDIV - Multi-Asset Diversified Income Index Fund 296,720 13.36
CFLGX - ClearBridge Tactical Dividend Income Fund Class A 267,695 18.25
Lmp Capital & Income Fund Inc. 156,152 15.70
Morgan Stanley 147,993 16.91
Principal Street Partners, LLC 100,000 16.91
Susquehanna International Group, Llp 99,600 16.91
Rocky Mountain Advisers, Llc 78,500 16.90
Susquehanna International Group, Llp 60,946 16.92
Citadel Advisors Llc 58,100 16.90
Firethorn Wealth Partners, Llc 54,233 16.91
Naples Global Advisors, Llc 53,853 16.92
Bramshill Investments, LLC 50,652 16.92
LSPAX - LoCorr Spectrum Income Fund Class A 50,021 16.91
Raymond James & Associates 45,123 16.91

 

Recent Quarter Analysis

Name Shares PPS
Knutsen NYK Offshore Tankers AS 9,557,427
Offshore Merchant Partners Asset Yield Fund, LP 2,331,250
Lake Point Wealth Management 300 16.67
Name Shares PPS
CFLGX - ClearBridge Tactical Dividend Income Fund Class A 267,695 18.25
Lmp Capital & Income Fund Inc. 156,152 15.70
PEAK6 Investments LLC 41,000 16.90
Investmark Advisory Group LLC 325 12.31
Meeder Asset Management Inc
Institutional & Family Asset Management, Llc
Susquehanna Fundamental Investments, Llc
Panagora Asset Management Inc
Citigroup Inc
Deutsche Bank Ag\
Taylor Frigon Capital Management LLC
HAP Trading, LLC
First Trust Advisors Lp
Cerity Partners LLC
Jpmorgan Chase & Co
Mckinley Capital Management Llc /delaware
Belpointe Asset Management LLC
AE Wealth Management LLC
Arrow Investment Advisors, LLC
BlackRock Inc.
Bnp Paribas Arbitrage, Sa
Bank Of Montreal /can/
Gsa Capital Partners Llp
Fmr Llc
Jump Financial, LLC
Proequities, Inc.
Tower Research Capital LLC (TRC)
Creative Financial Designs Inc /adv
Virtu Financial LLC
Clearbridge Investments, LLC
Counterpoint Mutual Funds LLC
Wolverine Trading, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Grimes & Company, Inc. 10,000 16.40 10,000 16.90
PSI Advisors, LLC 800 16.25 800 17.50
Name Current Shares Current PPS Previous Shares Previous PPS
DIV - Global X SuperDividend U.S. ETF 928,470 16.32 761,092 14.37
GYLD - Arrow Dow Jones Global Yield ETF 14,290 16.31 19,089 14.35
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
DIV - Global X SuperDividend U.S. ETF 167,378 928,470 16.32 761,092 14.37 21.99
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
GYLD - Arrow Dow Jones Global Yield ETF 4,799 14,290 16.31 19,089 14.35 -25.14
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
Lake Point Wealth Management 300 16.67
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Grimes & Company, Inc. 10,000 16.40 10,000 16.90
PSI Advisors, LLC 800 16.25 800 17.50
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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