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	53	18.00	17.90	17.84
Previous Quarter	56	18.00	17.90	17.90

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	16	3	0	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	0	0	3	0	1	1
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	1,382,864
Raymond James & Associates	637,362	17.90
Morgan Stanley	268,208	17.90
Raymond James Financial Services Advisors, Inc.	257,138	17.90
Stifel Financial Corp	244,748	17.90
LPL Financial LLC	227,682	17.90
Wells Fargo & Company/mn	218,559	17.90
UBS Group AG	100,304	17.90
Royal Bank Of Canada	99,049	17.89
Ameriprise Financial Inc	91,244	17.90
Bank Of America Corp /de/	77,364	17.90
Benjamin F. Edwards & Company, Inc.	57,086	17.90
Titus Wealth Management	54,650	17.90
First Trust Advisors Lp	43,278	17.91
Private Advisor Group, LLC	39,963	15.41
Invesco Ltd.	37,747	17.91
Northwestern Mutual Wealth Management Co	36,148	17.90
Guggenheim Capital Llc	29,703	17.91
Hennion & Walsh Asset Management, Inc.	29,068	17.89
United Capital Financial Advisers, Llc	27,563	17.89

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
Raymond James & Associates	637,362	17.90
Morgan Stanley	268,208	17.90
Raymond James Financial Services Advisors, Inc.	257,138	17.90
Stifel Financial Corp	244,748	17.90
LPL Financial LLC	227,682	17.90
Wells Fargo & Company/mn	218,559	17.90
UBS Group AG	100,304	17.90
Royal Bank Of Canada	99,049	17.89
Ameriprise Financial Inc	91,244	17.90
Bank Of America Corp /de/	77,364	17.90
Benjamin F. Edwards & Company, Inc.	57,086	17.90
Titus Wealth Management	54,650	17.90
First Trust Advisors Lp	43,278	17.91
Invesco Ltd.	37,747	17.91
Northwestern Mutual Wealth Management Co	36,148	17.90
Private Advisor Group, LLC	32,292	17.90
Guggenheim Capital Llc	29,703	17.91
Hennion & Walsh Asset Management, Inc.	29,068	17.89
United Capital Financial Advisers, Llc	27,563	17.89
GWM Advisors LLC	21,848	17.90

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,382,864

Recent Quarter 16 Institutes closed out their positions

Name	Shares	PPS
Parallel Advisors, LLC	159	18.87
Citigroup Inc
Sit Investment Associates Inc
Mid Atlantic Financial Management Inc/adv
Susquehanna International Group, Llp
FNY Investment Advisers, LLC
First Personal Financial Services
Cornerstone Advisors Inc
Harbour Investments, Inc.
Lido Advisors, LLC
Spire Wealth Management
Fmr Llc
Comprehensive Financial Consultants Institutional, Inc.
Confluence Wealth Services, Inc.
Landscape Capital Management, L.l.c.
Proequities, Inc.

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	39,963	15.41	32,292	17.90
Cambridge Investment Research Advisors, Inc.	19,711	15.42	19,711	17.91
Transcend Wealth Collective, Llc	13,472	15.44	14,472	17.90

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
Private Advisor Group, LLC	7,671	39,963	15.41	32,292	17.90	23.76

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Transcend Wealth Collective, Llc	1,000	13,472	15.44	14,472	17.90	-6.91

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	39,963	15.41	32,292	17.90
Cambridge Investment Research Advisors, Inc.	19,711	15.42	19,711	17.91
Transcend Wealth Collective, Llc	13,472	15.44	14,472	17.90

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
Private Advisor Group, LLC	7,671	39,963	15.41	32,292	17.90	23.76

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Transcend Wealth Collective, Llc	1,000	13,472	15.44	14,472	17.90	-6.91

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