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 55 15.00 15.23 15.02
Previous Quarter 60 15.00 15.23 15.27

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 13 6 0 2 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 1 4 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
Rivernorth Capital Management, Llc 850,705 15.23
Curbstone Financial Management Corp 417,686 15.23
BHK Investment Advisors, LLC 340,923 15.23
Rivernorth Opportunities Fund, Inc. 321,973 14.20
Sky Investment Group LLC 178,464 13.41
Morgan Stanley 147,963 15.23
Benjamin F. Edwards & Company, Inc. 141,766 15.23
UBS Group AG 114,072 15.24
LPL Financial LLC 110,693 15.23
Greenwich Investment Management, Inc. 85,295 15.23
Commonwealth Equity Services, Llc 84,851 15.23
Wells Fargo & Company/mn 84,665 15.22
Colony Group Llc 83,675 15.23
Oppenheimer & Co Inc 82,892 15.22
Northwestern Mutual Wealth Management Co 69,230 15.22
Raymond James Financial Services Advisors, Inc. 56,269 15.23
Future Financial Wealth Managment LLC 53,568 15.23
Dumont & Blake Investment Advisors Llc 52,887 15.22
Cambridge Investment Research Advisors, Inc. 49,508 13.41
Bank Of America Corp /de/ 43,317 15.24

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
Rivernorth Capital Management, Llc 850,705 15.23
Curbstone Financial Management Corp 417,686 15.23
BHK Investment Advisors, LLC 340,923 15.23
Rivernorth Opportunities Fund, Inc. 256,534 15.85
Sky Investment Group LLC 178,074 15.23
Morgan Stanley 147,963 15.23
Benjamin F. Edwards & Company, Inc. 141,766 15.23
UBS Group AG 114,072 15.24
LPL Financial LLC 110,693 15.23
Greenwich Investment Management, Inc. 85,295 15.23
Commonwealth Equity Services, Llc 84,851 15.23
Wells Fargo & Company/mn 84,665 15.22
Colony Group Llc 83,675 15.23
Oppenheimer & Co Inc 82,892 15.22
Northwestern Mutual Wealth Management Co 69,230 15.22
Raymond James Financial Services Advisors, Inc. 56,269 15.23
Future Financial Wealth Managment LLC 53,568 15.23
Dumont & Blake Investment Advisors Llc 52,887 15.22
Cambridge Investment Research Advisors, Inc. 52,471 15.23
Bank Of America Corp /de/ 43,317 15.24

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 33,005 15.54
Koshinski Asset Management, Inc. 8,793 15.24
Spire Wealth Management
Sawyer & Company, Inc
Proequities, Inc.
Biondo Investment Advisors, LLC
Jacobi Capital Management LLC
Emfo, Llc
Huntington National Bank
Virtus ETF Advisers LLC
TSP Capital Management Group, LLC
BerganKDV Wealth Management, LLC
Trust Co Of Vermont
Name Current Shares Current PPS Previous Shares Previous PPS
Rivernorth Opportunities Fund, Inc. 321,973 14.20 256,534 15.85
Sky Investment Group LLC 178,464 13.41 178,074 15.23
Cambridge Investment Research Advisors, Inc. 49,508 13.41 52,471 15.23
Raymond James Trust N.a. 14,824 13.42 14,824 15.25
AdvisorNet Financial, Inc 3,391 13.27 3,391 15.33
Pittenger & Anderson Inc 2,000 13.50 2,000 15.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Rivernorth Opportunities Fund, Inc. 65,439 321,973 14.20 256,534 15.85 25.51
Sky Investment Group LLC 390 178,464 13.41 178,074 15.23 0.22
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,963 49,508 13.41 52,471 15.23 -5.65
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
Koshinski Asset Management, Inc. 8,793 15.24
Name Current Shares Current PPS Previous Shares Previous PPS
Sky Investment Group LLC 178,464 13.41 178,074 15.23
Cambridge Investment Research Advisors, Inc. 49,508 13.41 52,471 15.23
Raymond James Trust N.a. 14,824 13.42 14,824 15.25
Pittenger & Anderson Inc 2,000 13.50 2,000 15.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sky Investment Group LLC 390 178,464 13.41 178,074 15.23 0.22
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,963 49,508 13.41 52,471 15.23 -5.65
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