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	244	9.00	9.22	9.02
Previous Quarter	263	9.00	9.22	9.03

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	5	75	19	1	5	8
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	6	12	0	1	7
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	6,643,183
Morgan Stanley	6,352,417	9.22
Cetera Advisor Networks LLC	4,813,974	9.22
Brown Advisory Inc	2,774,236	7.83
Bank Of America Corp /de/	2,128,475	9.22
Royal Bank Of Canada	1,529,359	9.22
UBS Group AG	1,173,184	9.22
Quantedge Capital Pte Ltd	1,019,387	9.22
Stansberry Asset Management, Llc	927,330	9.22
Raymond James & Associates	891,136	9.22
Wells Fargo & Company/mn	872,334	9.22
Advisor Group Holdings, Inc.	764,260	6.12
Advisors Asset Management, Inc.	709,054	9.22
THRIVENT FINANCIAL FOR LUTHERANS	680,000
Cadent Capital Advisors, LLC	595,733	9.22
GUARDIAN LIFE INSURANCE CO OF AMERICA	520,000
American Financial Group Inc	492,098	9.22
Zazove Associates Llc	468,507	9.22
Meridian Wealth Management, LLC	462,345	9.22
Stifel Financial Corp	435,592	9.22

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	6,352,417	9.22
Cetera Advisor Networks LLC	4,813,974	9.22
Brown Advisory Inc	2,774,236	7.83
Bank Of America Corp /de/	2,128,475	9.22
Royal Bank Of Canada	1,529,359	9.22
UBS Group AG	1,173,184	9.22
Quantedge Capital Pte Ltd	1,019,387	9.22
Stansberry Asset Management, Llc	927,330	9.22
Raymond James & Associates	891,136	9.22
Wells Fargo & Company/mn	872,334	9.22
Advisor Group Holdings, Inc.	764,260	6.12
Advisors Asset Management, Inc.	709,054	9.22
Cadent Capital Advisors, LLC	595,733	9.22
American Financial Group Inc	492,098	9.22
Zazove Associates Llc	468,507	9.22
Meridian Wealth Management, LLC	462,345	9.22
Stifel Financial Corp	435,592	9.22
Raymond James Financial Services Advisors, Inc.	393,851	9.22
OTA Financial Group L.P.	291,207	9.22
Oak Family Advisors, Llc	284,673	9.22

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	6,643,183
THRIVENT FINANCIAL FOR LUTHERANS	680,000
GUARDIAN LIFE INSURANCE CO OF AMERICA	520,000
Voya Prime Rate Trust	85,295	9.00
West Family Investments, Inc.	0

Recent Quarter 75 Institutes closed out their positions

Name	Shares	PPS
OTA Financial Group L.P.	291,207	9.22
Sonora Investment Management, LLC	56,376	8.00
Citadel Advisors Llc	24,600	9.23
Brinker Capital Investments, LLC	18,638	9.23
Pathway Financial Advisors LLC	12,233	9.24
Camelot Portfolios, LLC	12,008	9.24
Private Advisor Group, LLC	10,002	9.20
Carroll Financial Associates, Inc.	1,000	7.00
Money Concepts Capital Corp	532	9.40
Bbva Usa	143	6.99
Tradewinds Capital Management, LLC	129	7.75
West Family Investments, Inc.
Assetmark, Inc
Thrivent Financial For Lutherans
Blueshift Asset Management, LLC
Schnieders Capital Management Llc
Rosenberg Matthew Hamilton
M&t Bank Corp
Kings Point Capital Management
Millennium Management Llc
Boston Private Wealth Llc
Fft Wealth Management Llc
First Personal Financial Services
Walleye Capital LLC
XTX Topco Ltd
Hedges Asset Management LLC
Jacobi Capital Management LLC
Landscape Capital Management, L.l.c.
Delta Asset Management Llc/tn
Signaturefd, Llc
Paragon Capital Management Ltd
Lido Advisors, LLC
Quinn Opportunity Partners LLC
David J Yvars Group
Fifth Third Bancorp
Orion Portfolio Solutions, LLC
Confluence Wealth Services, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
TSP Capital Management Group, LLC
Weiss Asset Management LP
CoreCap Advisors, LLC
Cordasco Financial Network
WMS Partners, LLC
Progeny 3, Inc.
Bft Financial Group, Llc
Enterprise Financial Services Corp
Pointe Capital Management LLC
Crown Wealth Group, LLC
Aristides Capital LLC
Cwm, Llc
First Horizon Advisors, Inc.
Huntington National Bank
Shulman DeMeo Asset Management LLC
Comprehensive Financial Consultants Institutional, Inc.
Advisory Services Network, LLC
Kingfisher Capital LLC
Mariner, LLC
Ford Financial Group, LLC
Eaton Vance Management
Koshinski Asset Management, Inc.
Lgl Partners, Llc
Snowden Capital Advisors LLC
Nomura Holdings Inc
IHT Wealth Management, LLC
Castleview Partners, Llc
Clearview Wealth Advisors LLC
Kestra Advisory Services, LLC
Transform Wealth, LLC
Cornerstone Advisors Inc
Virtu Financial LLC
Chilton Capital Management Llc
Wedbush Securities Inc
Wolverine Trading, Llc
FNY Investment Advisers, LLC
First Manhattan Co

Recent Quarter 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	130,115	8.38	134,941	9.22
Sanders Morris Harris Llc	61,200	8.38	61,200	9.22
Lakeview Capital Partners, LLC	47,990	8.38	47,990	9.21
Cambridge Investment Research Advisors, Inc.	45,935	8.38	45,541	9.22
Parkside Investments, LLC	41,154	8.36	41,154	9.21
Claybrook Capital, LLC	37,846	8.38	37,846	9.22
Truist Financial Corp	37,347	8.38	39,616	9.21
180 Wealth Advisors, Llc	33,339	8.40	34,052	9.37
Spire Wealth Management	27,610	8.37	54,730	9.23
Claraphi Advisory Network, LLC	25,250	8.40	22,250	9.21
Welch & Forbes Llc	23,440	8.40	28,930	9.23
Hollencrest Capital Management	20,000	8.40	20,000	9.20
Capital Investment Advisory Services, LLC	15,754	8.38	16,708	9.22
DAVENPORT & Co LLC	12,813	8.35	12,813	9.21
Geneos Wealth Management Inc.	2,428	8.24	2,897	8.97
M&r Capital Management Inc	1,760	7.95	1,760	9.09
Optimum Investment Advisors	1,705	8.21	1,700	9.41
Harbor Investment Advisory, Llc	1,000	8.00	1,800	9.44
Parkside Financial Bank & Trust	56		55	18.18

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DVFAX - Cohen & Steers Alternative Income Fund, Inc. Class A	48,910	9.00	48,910	8.38

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Claraphi Advisory Network, LLC	3,000	25,250	8.40	22,250	9.21	13.48
Cambridge Investment Research Advisors, Inc.	394	45,935	8.38	45,541	9.22	0.87
Optimum Investment Advisors	5	1,705	8.21	1,700	9.41	0.29
Parkside Financial Bank & Trust	1	56		55	18.18	1.82
SOA Wealth Advisors, LLC.	1	57		56		1.79

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	27,120	27,610	8.37	54,730	9.23	-49.55
Welch & Forbes Llc	5,490	23,440	8.40	28,930	9.23	-18.98
Commonwealth Equity Services, Llc	4,826	130,115	8.38	134,941	9.22	-3.58
Truist Financial Corp	2,269	37,347	8.38	39,616	9.21	-5.73
Capital Investment Advisory Services, LLC	954	15,754	8.38	16,708	9.22	-5.71
Harbor Investment Advisory, Llc	800	1,000	8.00	1,800	9.44	-44.44
180 Wealth Advisors, Llc	713	33,339	8.40	34,052	9.37	-2.09
Geneos Wealth Management Inc.	469	2,428	8.24	2,897	8.97	-16.19

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	0

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 0 New Institutes added position

Name	Shares	PPS

Past Week 6 Institutes closed out their positions

Name	Shares	PPS
Brinker Capital Investments, LLC	18,638	9.23
Kestra Advisory Services, LLC
Money Concepts Capital Corp	532	9.40
Camelot Portfolios, LLC	12,008	9.24
Tradewinds Capital Management, LLC	129	7.75
Pathway Financial Advisors LLC	12,233	9.24

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	130,115	8.38	134,941	9.22
Lakeview Capital Partners, LLC	47,990	8.38	47,990	9.21
Claybrook Capital, LLC	37,846	8.38	37,846	9.22
Truist Financial Corp	37,347	8.38	39,616	9.21
Spire Wealth Management	27,610	8.37	54,730	9.23
Claraphi Advisory Network, LLC	25,250	8.40	22,250	9.21
Welch & Forbes Llc	23,440	8.40	28,930	9.23
Hollencrest Capital Management	20,000	8.40	20,000	9.20
Capital Investment Advisory Services, LLC	15,754	8.38	16,708	9.22
DAVENPORT & Co LLC	12,813	8.35	12,813	9.21
Geneos Wealth Management Inc.	2,428	8.24	2,897	8.97
Harbor Investment Advisory, Llc	1,000	8.00	1,800	9.44

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Claraphi Advisory Network, LLC	3,000	25,250	8.40	22,250	9.21	13.48

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	27,120	27,610	8.37	54,730	9.23	-49.55
Welch & Forbes Llc	5,490	23,440	8.40	28,930	9.23	-18.98
Commonwealth Equity Services, Llc	4,826	130,115	8.38	134,941	9.22	-3.58
Truist Financial Corp	2,269	37,347	8.38	39,616	9.21	-5.73
Capital Investment Advisory Services, LLC	954	15,754	8.38	16,708	9.22	-5.71
Harbor Investment Advisory, Llc	800	1,000	8.00	1,800	9.44	-44.44
Geneos Wealth Management Inc.	469	2,428	8.24	2,897	8.97	-16.19

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