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 2 NaN 0.00 NaN
Previous Quarter 112 0.00 0.27 0.29

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 94 0 0 0 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 0 0 0 0 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 1,695,685 9.27 0.34 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

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
Vanguard Group Inc 3,302,333 0.27
Cutter & CO Brokerage, Inc. 2,959,832 0.27
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,971,750 0.27
BlackRock Inc. 1,414,329 0.27
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,193,540 0.27
Geode Capital Management, Llc 956,977 0.27
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 529,587 0.40
State Street Corp 344,880 0.27
Cannell Peter B & Co Inc 263,356 0.27
Bank of New York Mellon Corp 242,225 0.26
IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 224,984 0.82
EES - WisdomTree U.S. SmallCap Fund N/A 197,118 0.26
Virtu Financial LLC 195,859 0.27
Northern Trust Corp 160,636 0.27
FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 139,324 0.39
Group One Trading, L.p. 113,506 0.26
Susquehanna International Group, Llp 101,200 0.27
Susquehanna International Group, Llp 96,625 0.27
FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,953 0.40
Group One Trading, L.p. 87,500 0.26

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Vanguard Group Inc 3,302,333 0.27
Cutter & CO Brokerage, Inc. 2,959,832 0.27
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,971,750 0.27
BlackRock Inc. 1,414,329 0.27
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,193,540 0.27
Geode Capital Management, Llc 956,977 0.27
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 529,587 0.40
State Street Corp 344,880 0.27
Cannell Peter B & Co Inc 263,356 0.27
Bank of New York Mellon Corp 242,225 0.26
IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 224,984 0.82
EES - WisdomTree U.S. SmallCap Fund N/A 197,118 0.26
Virtu Financial LLC 195,859 0.27
Northern Trust Corp 160,636 0.27
FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 139,324 0.39
Group One Trading, L.p. 113,506 0.26
Susquehanna International Group, Llp 101,200 0.27
FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,953 0.40
Morgan Stanley 82,040 0.27
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77,933 0.40
Sanders Morris Harris Llc 65,000 0.26
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64,944 0.26
ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56,372 0.27
Brown Advisory Inc 53,000 0.26
Simplex Trading, Llc 48,500 0.25
VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,342 0.27
FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,770 0.42
Citadel Advisors Llc 34,400 0.26
UBS Group AG 32,284 0.25
Evoke Wealth, Llc 20,000
HAP Trading, LLC 19,800 0.20
FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,035 0.42
Two Sigma Securities, Llc 18,079 0.28
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 17,923 0.84
LCM Capital Management Inc 13,250 0.30
Squarepoint Ops LLC 11,750 0.26
Raymond James & Associates 11,700 0.26
IFP Advisors, Inc 11,000 4.55
Victory Capital Management Inc 10,625 0.28
USMIX - Extended Market Index Fund 10,625 0.28
Mariner, LLC 10,000 0.30
Rockefeller Capital Management L.P. 9,135 0.22
Citigroup Inc 7,985 0.25
Cypress Capital Management LLC (WY) 5,000 0.20
Advisor Group Holdings, Inc. 4,500 0.22
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,026 0.33
Jones Financial Companies Lllp 2,365 0.42
Cutler Group LP 1,711
Wells Fargo & Company/mn 621
Fmr Llc 600
Royal Bank Of Canada 492
Pnc Financial Services Group, Inc. 200
West Branch Capital LLC 60
American Portfolios Advisors 41
Jpmorgan Chase & Co 1
Tradewinds Capital Management, LLC
Bank Of America Corp /de/
SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Qube Research & Technologies Ltd
Old Mission Capital Llc
Heritage Wealth Management, Llc
ExodusPoint Capital Management, LP
Armistice Capital, Llc
Lakeview Capital Partners, LLC
WTAI - WisdomTree Artificial Intelligence and Innovation Fund NA
Bluefin Capital Management, Llc
Marshall Wace, Llp
ACG Wealth
Spire Wealth Management
Jane Street Group, Llc
Hrt Financial Lp
Glenview Trust Co
Caerus Investment Advisors, LLC
Tower Research Capital LLC (TRC)
M&t Bank Corp
XTX Topco Ltd
Northwestern Mutual Wealth Management Co
Proequities, Inc.
Renaissance Technologies Llc
Bnp Paribas Arbitrage, Sa
XR Securities LLC
Sterling Investment Advisors, Ltd.
Patriot Financial Group Insurance Agency, LLC
Engineers Gate Manager LP
Wolverine Trading, Llc
Two Sigma Advisers, Lp
Alpine Global Management, LLC
Clifford Swan Investment Counsel Llc
Charles Schwab Investment Management Inc
JETSX - Total Stock Market Index Trust NAV
Belvedere Trading LLC
Goldman Sachs Group Inc
Cubist Systematic Strategies, LLC
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0.25
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name