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 35 5.00 4.72 5.33
Previous Quarter 0 0.00 0.00 0.00

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 35 4 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 1,512,329 0.48 4.72
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
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,147,585 4.72
VEXMX - Vanguard Extended Market Index Fund Investor Shares 340,444 4.72
Capstone Investment Advisors, Llc 268,700 9.95
FSMAX - Fidelity Extended Market Index Fund 145,353 5.15
MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 130,187 5.15
Royce Global Value Trust, Inc. 123,100 4.72
Magnetar Financial LLC 89,134
RYFSX - Royce Global Financial Services Fund Service Class 88,300 4.72
MERFX - The Merger Fund - Investor Class Shares 65,608 4.73
USMIX - Extended Market Index Fund 35,719 4.73
FSKAX - Fidelity Total Market Index Fund 32,026 5.15
FCFMX - Fidelity Series Total Market Index Fund 29,782 5.14
VBINX - Vanguard Balanced Index Fund Investor Shares 24,300 4.73
SSETX - BNY Mellon Small Cap Growth Fund Class I 14,046 4.70
FNCMX - Fidelity Nasdaq Composite Index Fund 13,610 5.14
WCERX - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12,707 4.72
SWTSX - Schwab Total Stock Market Index Fund 11,705 3.76
BUFOX - Buffalo Emerging Opportunities Fund Investor Class 11,621 4.73
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 7,060 4.67
JETSX - Total Stock Market Index Trust NAV 5,323 4.70

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

 

Recent Quarter Analysis

Name Shares PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,147,585 4.72
VEXMX - Vanguard Extended Market Index Fund Investor Shares 340,444 4.72
Capstone Investment Advisors, Llc 268,700 9.95
FSMAX - Fidelity Extended Market Index Fund 145,353 5.15
MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 130,187 5.15
Royce Global Value Trust, Inc. 123,100 4.72
Magnetar Financial LLC 89,134
RYFSX - Royce Global Financial Services Fund Service Class 88,300 4.72
MERFX - The Merger Fund - Investor Class Shares 65,608 4.73
USMIX - Extended Market Index Fund 35,719 4.73
FSKAX - Fidelity Total Market Index Fund 32,026 5.15
FCFMX - Fidelity Series Total Market Index Fund 29,782 5.14
VBINX - Vanguard Balanced Index Fund Investor Shares 24,300 4.73
SSETX - BNY Mellon Small Cap Growth Fund Class I 14,046 4.70
FNCMX - Fidelity Nasdaq Composite Index Fund 13,610 5.14
WCERX - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12,707 4.72
SWTSX - Schwab Total Stock Market Index Fund 11,705 3.76
BUFOX - Buffalo Emerging Opportunities Fund Investor Class 11,621 4.73
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 7,060 4.67
JETSX - Total Stock Market Index Trust NAV 5,323 4.70
Name Shares PPS
BUFSX - Buffalo Small Cap Fund Investor Class
Berkley W R Corp
Goldman Sachs Group Inc
Citadel Advisors Llc
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