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	69	19.00	18.75	18.63
Previous Quarter	73	19.00	18.75	18.69

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	19	3	0	0	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	0	0	2	0	0	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	2,000	0.01	22.00	0	0.00	0.00
Previous Quarter	2,000	0.01	22.00	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
Morgan Stanley	1,200,248	18.75
Bank Of America Corp /de/	839,165	18.75
Raymond James & Associates	555,345	18.75
UBS Group AG	317,963	18.75
Royal Bank Of Canada	232,292	18.75
XML Financial, LLC	225,808	18.75
Transcend Wealth Collective, Llc	185,076	18.14
Raymond James Financial Services Advisors, Inc.	174,206	18.75
Wells Fargo & Company/mn	165,280	18.74
Guggenheim Capital Llc	132,394	18.75
Advisor Group Holdings, Inc.	115,030	18.75
Van Eck Associates Corp	100,677	18.75
XMPT - VanEck Vectors CEF Municipal Income ETF	94,132	18.20
ProVise Management Group, LLC	94,109	18.75
Advisors Asset Management, Inc.	87,496	18.76
Northwestern Mutual Wealth Management Co	84,374	18.74
Brandywine Oak Private Wealth Llc	75,250	18.74
Summit Financial Wealth Advisors, LLC	71,220	18.74
LPL Financial LLC	71,187	18.75
Rockefeller Capital Management L.P.	58,884	18.75

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	1,200,248	18.75
Bank Of America Corp /de/	839,165	18.75
Raymond James & Associates	555,345	18.75
UBS Group AG	317,963	18.75
Royal Bank Of Canada	232,292	18.75
XML Financial, LLC	225,808	18.75
Transcend Wealth Collective, Llc	185,339	18.75
Raymond James Financial Services Advisors, Inc.	174,206	18.75
Wells Fargo & Company/mn	165,280	18.74
Guggenheim Capital Llc	132,394	18.75
Advisor Group Holdings, Inc.	115,030	18.75
XMPT - VanEck Vectors CEF Municipal Income ETF	110,008	20.33
Van Eck Associates Corp	100,677	18.75
ProVise Management Group, LLC	94,109	18.75
Advisors Asset Management, Inc.	87,496	18.76
Northwestern Mutual Wealth Management Co	84,374	18.74
Brandywine Oak Private Wealth Llc	75,250	18.74
Summit Financial Wealth Advisors, LLC	71,220	18.74
LPL Financial LLC	71,187	18.75
Rockefeller Capital Management L.P.	58,884	18.75

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Parallel Advisors, LLC	97	20.62
Invesco Ltd.
Plante Moran Financial Advisors, LLC
Truist Financial Corp
Panagora Asset Management Inc
Gradient Investments LLC
Kestra Advisory Services, LLC
Proequities, Inc.
Quad-Cities Investment Group, LLC
Harbour Investments, Inc.
CoreCap Advisors, LLC
Chemistry Wealth Management LLC
Citigroup Inc
Parisi Gray Wealth Management
Hennion & Walsh Asset Management, Inc.
Millennium Management Llc
Meridian Wealth Partners, LLC
Wolverine Asset Management Llc
Castleview Partners, Llc

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Transcend Wealth Collective, Llc	185,076	18.14	185,339	18.75
XMPT - VanEck Vectors CEF Municipal Income ETF	94,132	18.20	110,008	20.33
Paragon Wealth Strategies, LLC	12,004	18.16	28,374	18.75

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Paragon Wealth Strategies, LLC	16,370	12,004	18.16	28,374	18.75	-57.69
XMPT - VanEck Vectors CEF Municipal Income ETF	15,876	94,132	18.20	110,008	20.33	-14.43
Transcend Wealth Collective, Llc	263	185,076	18.14	185,339	18.75	-0.14

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 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Transcend Wealth Collective, Llc	185,076	18.14	185,339	18.75
Paragon Wealth Strategies, LLC	12,004	18.16	28,374	18.75

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Paragon Wealth Strategies, LLC	16,370	12,004	18.16	28,374	18.75	-57.69
Transcend Wealth Collective, Llc	263	185,076	18.14	185,339	18.75	-0.14

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