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	100	23.00	22.92	22.64
Previous Quarter	105	302.00	22.92	24.07

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	1	25	5	0	1	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	0	2	3	0	1	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
UBS Group AG	1,253,965	22.92
Morgan Stanley	1,102,704	22.92
Bramshill Investments, LLC	843,267	22.92
Bank Of America Corp /de/	572,642	22.92
Chicago Partners Investment Group LLC	501,552	20.44
Baldwin Brothers Inc/ma	319,421	22.92
Invesco Ltd.	299,828	22.92
PCEF - Invesco CEF Income Composite ETF	251,167	22.44
Rockefeller Capital Management L.P.	159,356	22.92
LexAurum Advisors, LLC	137,629	22.92
Greatmark Investment Partners, Inc.	88,915	22.92
Carmichael Hill & Associates, Inc.	74,643	22.92
BRMSX - Bramshill Income Performance Fund Institutional Class	68,884	22.92
Covington Capital Management	68,000	19.79
LPL Financial LLC	66,379	22.91
Wolverine Asset Management Llc	58,323	22.91
FFSAX - Touchstone Flexible Income Fund Class A	57,063	22.92
YorkBridge Wealth Partners, LLC	56,186	19.79
Wells Fargo & Company/mn	52,999	22.92
Fiera Capital Corp	51,157	22.93

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
UBS Group AG	1,253,965	22.92
Morgan Stanley	1,102,704	22.92
Bramshill Investments, LLC	843,267	22.92
Bank Of America Corp /de/	572,642	22.92
Chicago Partners Investment Group LLC	501,552	20.44
Baldwin Brothers Inc/ma	319,421	22.92
Invesco Ltd.	299,828	22.92
PCEF - Invesco CEF Income Composite ETF	251,167	22.44
Rockefeller Capital Management L.P.	159,356	22.92
LexAurum Advisors, LLC	137,629	22.92
Greatmark Investment Partners, Inc.	88,915	22.92
Carmichael Hill & Associates, Inc.	74,643	22.92
BRMSX - Bramshill Income Performance Fund Institutional Class	68,884	22.92
LPL Financial LLC	66,379	22.91
Wolverine Asset Management Llc	58,323	22.91
YorkBridge Wealth Partners, LLC	57,146	22.92
FFSAX - Touchstone Flexible Income Fund Class A	57,063	22.92
Wells Fargo & Company/mn	52,999	22.92
Fiera Capital Corp	51,157	22.93
Parametric Portfolio Associates Llc	46,228	22.93

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Covington Capital Management	68,000	19.79

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
Cambridge Investment Research Advisors, Inc.	9,336	22.92
Mid Atlantic Financial Management Inc/adv	8,300	27.23
Carroll Financial Associates, Inc.	1,100	26.36
Herold Advisors, Inc.	400	22920.00
Change Path, LLC
Addison Advisors LLC
Pnc Financial Services Group, Inc.
Eaton Vance Management
Marino, Stram & Associates Llc
Newbridge Financial Services Group, Inc.
Ameriprise Financial Inc
CoreCap Advisors, LLC
Huntington National Bank
Truist Financial Corp
Magnus Financial Group LLC
Loveless Wealth Management LLC
Arkadios Wealth Advisors
IPG Investment Advisors LLC
FourThought Financial, LLC
Harbour Investments, Inc.
Fmr Llc
Proequities, Inc.
First Foundation Advisors
Total Clarity Wealth Management, Inc.
Snowden Capital Advisors LLC

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YorkBridge Wealth Partners, LLC	56,186	19.79	57,146	22.92
BerganKDV Wealth Management, LLC	29,155	19.79	29,868	22.93
Capital Investment Advisors, LLC	10,890	19.83	11,240	22.95
Worth Asset Management, LLC	3,405	19.68	3,405	20.26
Sound Income Strategies, LLC	108	18.52	106	18.87

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sound Income Strategies, LLC	2	108	18.52	106	18.87	1.89

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YorkBridge Wealth Partners, LLC	960	56,186	19.79	57,146	22.92	-1.68
BerganKDV Wealth Management, LLC	713	29,155	19.79	29,868	22.93	-2.39
Capital Investment Advisors, LLC	350	10,890	19.83	11,240	22.95	-3.11

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 0 New Institutes added position

Name	Shares	PPS

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	400	22920.00
Cambridge Investment Research Advisors, Inc.	9,336	22.92

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YorkBridge Wealth Partners, LLC	56,186	19.79	57,146	22.92
BerganKDV Wealth Management, LLC	29,155	19.79	29,868	22.93
Sound Income Strategies, LLC	108	18.52	106	18.87

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
Sound Income Strategies, LLC	2	108	18.52	106	18.87	1.89

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YorkBridge Wealth Partners, LLC	960	56,186	19.79	57,146	22.92	-1.68
BerganKDV Wealth Management, LLC	713	29,155	19.79	29,868	22.93	-2.39

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