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	79	39.00	40.30	38.68
Previous Quarter	88	39.00	40.30	38.73

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	0	18	2	0	1	0
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	1	2	0	1	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
Ameriprise Financial Inc	159,105	40.30
Bank Of America Corp /de/	154,570	40.30
LPL Financial LLC	150,085	40.30
Proequities, Inc.	122,728	40.30
Jane Street Group, Llc	98,787	40.30
Royal Bank Of Canada	65,106	40.30
Financial Engines Advisors L.L.C.	55,938	40.29
First Trust Advisors Lp	53,465	40.31
Stratos Wealth Advisors, LLC	46,478	40.30
Prospera Financial Services Inc	44,854	40.31
J.w. Cole Advisors, Inc.	40,300	0.02
Raymond James Financial Services Advisors, Inc.	37,491	40.30
Envestnet Asset Management Inc	34,891	40.30
Advisor Group Holdings, Inc.	32,167	40.35
Citadel Advisors Llc	29,880	40.36
Kingsbury Capital Investment Advisors LLC	27,956	40.31
Kestra Advisory Services, LLC	25,210	40.30
Raymond James & Associates	20,978	40.28
Integrated Wealth Concepts LLC	20,939	40.31
Oppenheimer Asset Management Inc.	20,332	40.28

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
Ameriprise Financial Inc	159,105	40.30
Bank Of America Corp /de/	154,570	40.30
LPL Financial LLC	150,085	40.30
Proequities, Inc.	122,728	40.30
Jane Street Group, Llc	98,787	40.30
Royal Bank Of Canada	65,106	40.30
Financial Engines Advisors L.L.C.	55,938	40.29
First Trust Advisors Lp	53,465	40.31
Stratos Wealth Advisors, LLC	46,478	40.30
Prospera Financial Services Inc	44,854	40.31
J.w. Cole Advisors, Inc.	40,300	0.02
Raymond James Financial Services Advisors, Inc.	37,491	40.30
Envestnet Asset Management Inc	34,891	40.30
Advisor Group Holdings, Inc.	32,167	40.35
Citadel Advisors Llc	29,880	40.36
Kingsbury Capital Investment Advisors LLC	27,956	40.31
Kestra Advisory Services, LLC	25,210	40.30
Raymond James & Associates	20,978	40.28
Integrated Wealth Concepts LLC	20,939	40.31
Oppenheimer Asset Management Inc.	20,332	40.28

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 18 Institutes closed out their positions

Name	Shares	PPS
Carroll Financial Associates, Inc.	565	42.48
IFP Advisors, Inc	343	43.73
Global Retirement Partners, LLC	34	29.41
Advisory Services Network, LLC
Westside Investment Management, Inc.
Geneos Wealth Management Inc.
Savior LLC
Stratos Wealth Partners, LTD.
Insight Advisors, LLC/ PA
Citigroup Inc
Seacrest Wealth Management, Llc
Trustcore Financial Services, Llc
Townsquare Capital Llc
Stonebridge Financial Planning Group, LLC
Wells Fargo & Company/mn
McIlrath & Eck, LLC
Comprehensive Financial Consultants Institutional, Inc.
Cetera Advisors LLC

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	12,312	33.87	11,913	40.29
Cedar Mountain Advisors, LLC	124	32.26	124	40.32

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
Cambridge Investment Research Advisors, Inc.	399	12,312	33.87	11,913	40.29	3.35

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 1 Institutes closed out their positions

Name	Shares	PPS
Global Retirement Partners, LLC	34	29.41

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	12,312	33.87	11,913	40.29
Cedar Mountain Advisors, LLC	124	32.26	124	40.32

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
Cambridge Investment Research Advisors, Inc.	399	12,312	33.87	11,913	40.29	3.35

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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