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	109	7.00	7.19	7.16
Previous Quarter	111	7.00	7.19	7.23

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	16	10	0	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	2	0	5	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
FIRST TRUST PORTFOLIOS LP	4,696,700
Morgan Stanley	1,208,431	7.19
Guggenheim Capital Llc	1,102,593	7.19
Rivernorth Capital Management, Llc	657,182	7.19
UBS Group AG	583,195	7.19
Hennion & Walsh Asset Management, Inc.	548,912	7.19
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	488,300	7.19
Robinson Capital Management, Llc	488,300	7.21
Invesco Ltd.	408,651	7.19
Van Eck Associates Corp	340,171	7.19
XMPT - VanEck Vectors CEF Municipal Income ETF	318,013	6.99
Bft Financial Group, Llc	283,651	6.58
Capital Investment Advisors, LLC	280,516	6.58
Parametric Portfolio Associates Llc	268,619	7.19
Bank Of America Corp /de/	248,173	7.19
Ackerman Capital Advisors, LLC	243,540	7.19
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	238,830	7.19
Centaurus Financial, Inc.	225,320	7.19
Advisor Group Holdings, Inc.	209,515	7.19
RiverNorth Managed Duration Municipal Income Fund II, Inc.	187,719	7.19

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	1,208,431	7.19
Guggenheim Capital Llc	1,102,593	7.19
Rivernorth Capital Management, Llc	657,182	7.19
UBS Group AG	583,195	7.19
Hennion & Walsh Asset Management, Inc.	548,912	7.19
Robinson Capital Management, Llc	488,300	7.21
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	488,300	7.19
Invesco Ltd.	408,651	7.19
Van Eck Associates Corp	340,171	7.19
XMPT - VanEck Vectors CEF Municipal Income ETF	323,818	7.81
Parametric Portfolio Associates Llc	268,619	7.19
Capital Investment Advisors, LLC	267,675	7.19
Bank Of America Corp /de/	248,173	7.19
Ackerman Capital Advisors, LLC	243,540	7.19
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	238,830	7.19
Centaurus Financial, Inc.	225,320	7.19
Advisor Group Holdings, Inc.	209,515	7.19
RiverNorth Managed Duration Municipal Income Fund II, Inc.	187,719	7.19
Baird Financial Group, Inc.	178,348	7.19
Raymond James & Associates	176,499	7.19

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	4,696,700
Bft Financial Group, Llc	283,651	6.58
Mascoma Wealth Management LLC	557	7.18

Recent Quarter 16 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	20,400	8.68
Mjp Associates Inc /adv
Newbridge Financial Services Group, Inc.
Plante Moran Financial Advisors, LLC
Panagora Asset Management Inc
Millennium Management Llc
Arete Wealth Advisors, LLC
Private Advisor Group, LLC
Janney Montgomery Scott LLC
Harbour Investments, Inc.
Telemus Capital, Llc
Johnson Bixby & Associates, LLC
CoreCap Advisors, LLC
Powell Investment Advisors, LLC
Tower View Investment Management & Research LLC
Fisher Asset Management, LLC

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF	318,013	6.99	323,818	7.81
Capital Investment Advisors, LLC	280,516	6.58	267,675	7.19
Worth Asset Management, LLC	99,787	6.58	99,787	6.72
Capital Market Strategies LLC	38,005	6.58	39,005	7.18
Nuveen Municipal Credit Income Fund	26,880	6.99	26,880	7.81
Cambridge Investment Research Advisors, Inc.	21,557	6.59	57,132	7.19
180 Wealth Advisors, Llc	21,206	6.74	21,082	6.88
Perkins Coie Trust Co	9,000	6.56	9,000	7.22
Wolff Wiese Magana Llc	7,166	6.56	7,166	7.26
Gradient Investments LLC	1,700	6.47	1,700	7.06

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital Investment Advisors, LLC	12,841	280,516	6.58	267,675	7.19	4.80
180 Wealth Advisors, Llc	124	21,206	6.74	21,082	6.88	0.59

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	35,575	21,557	6.59	57,132	7.19	-62.27
XMPT - VanEck Vectors CEF Municipal Income ETF	5,805	318,013	6.99	323,818	7.81	-1.79
Capital Market Strategies LLC	1,000	38,005	6.58	39,005	7.18	-2.56

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 2 New Institutes added position

Name	Shares	PPS
Bft Financial Group, Llc	283,651	6.58
Mascoma Wealth Management LLC	557	7.18

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
Capital Market Strategies LLC	38,005	6.58	39,005	7.18
Cambridge Investment Research Advisors, Inc.	21,557	6.59	57,132	7.19
180 Wealth Advisors, Llc	21,206	6.74	21,082	6.88
Wolff Wiese Magana Llc	7,166	6.56	7,166	7.26
Gradient Investments LLC	1,700	6.47	1,700	7.06

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
180 Wealth Advisors, Llc	124	21,206	6.74	21,082	6.88	0.59

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	35,575	21,557	6.59	57,132	7.19	-62.27
Capital Market Strategies LLC	1,000	38,005	6.58	39,005	7.18	-2.56

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