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	45	3213.00	10.50	3188.68
Previous Quarter	54	13.00	12.70	12.69

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	5	30	13	8	9	7
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	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
Brookstone Capital Management	78,873	10745.45
Ascension Capital Advisors, Inc.	59,615	10.50
Daiwa Securities Group Inc.	50,911	10.51
Susquehanna International Group, Llp	42,219	10.49
GWM Advisors LLC	22,780	4.52
UBS Group AG	20,208	10.49
Ellis Investment Partners, LLC	16,858	10499.70
LPL Financial LLC	15,288	10.53
Ameriprise Financial Inc	12,479	10.50
Advisor Group Holdings, Inc.	10,389	10.40
Virtu Financial LLC	10,367
Belpointe Asset Management LLC	9,775	10500.05
American Portfolios Advisors	8,475	12.74
Advisory Services Network, LLC	6,292	10.49
IFP Advisors, Inc	5,578
Morgan Stanley	2,389	10.46
Bank Of America Corp /de/	2,119	10.38
Concord Wealth Partners	1,407	10500.36
Rockefeller Capital Management L.P.	1,275
AdvisorNet Financial, Inc	694	10500.00

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
Gladstone Institutional Advisory LLC	71,999	12.71
Goldman Sachs Group Inc	68,802	12.70
Tower Research Capital LLC (TRC)	48,694	12.71
Brookstone Capital Management	44,017	12.36
UBS Group AG	22,434	12.70
Ellis Investment Partners, LLC	19,261	12.67
LPL Financial LLC	17,677	12.73
Citadel Advisors Llc	17,322	12.70
Daiwa Securities Group Inc.	15,876	12.72
Virtu Financial LLC	11,188	12.69
GWM Advisors LLC	10,842	12.73
Cetera Investment Advisers	10,001	12.70
American Portfolios Advisors	8,475	12.74
Credit Suisse Ag/	5,472	12.79
Royal Bank Of Canada	5,313	12.80
Morgan Stanley	2,617	12.61
Bank Of America Corp /de/	2,064	12.60
Bank Of Montreal /can/	1,941	15.46
Advisor Group Holdings, Inc.	1,916	13.05
Rockefeller Capital Management L.P.	1,275	12.55

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
Ascension Capital Advisors, Inc.	59,615	10.50
Ameriprise Financial Inc	12,479	10.50
Belpointe Asset Management LLC	9,775	10500.05
ICA Group Wealth Management, LLC	104	9.62
Money Concepts Capital Corp	7

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Gladstone Institutional Advisory LLC	71,999	12.71
Goldman Sachs Group Inc	68,802	12.70
Tower Research Capital LLC (TRC)	48,694	12.71
Citadel Advisors Llc	17,322	12.70
Cetera Investment Advisers	10,001	12.70
Credit Suisse Ag/	5,472	12.79
Bank Of Montreal /can/	1,941	15.46
GPS Wealth Strategies Group, LLC	745	12.08
Jpmorgan Chase & Co	400	12.50
Northwestern Mutual Wealth Management Co	90	11.11
Simplex Trading, Llc	39
Dixon Hughes Goodman Wealth Advisors LLC	13
Capital Advisory Group Advisory Services, LLC
Bedel Financial Consulting, Inc.
Jane Street Group, Llc
Envestnet Asset Management Inc
Atria Wealth Solutions, Inc.
Old Mission Capital Llc
Clarus Wealth Advisors
Koshinski Asset Management, Inc.
Evolution Wealth Advisors, LLC
Toroso Investments, LLC
Raymond James Financial Services Advisors, Inc.
Hilltop Holdings Inc.
Walleye Capital LLC
Proequities, Inc.
Hsbc Holdings Plc
JCIC Asset Management Inc.
Patriot Financial Group Insurance Agency, LLC
SJS Investment Consulting Inc.

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Daiwa Securities Group Inc.	50,911	10.51	15,876	12.72
GWM Advisors LLC	22,780	4.52	10,842	12.73
UBS Group AG	20,208	10.49	22,434	12.70
LPL Financial LLC	15,288	10.53	17,677	12.73
Advisor Group Holdings, Inc.	10,389	10.40	1,916	13.05
Virtu Financial LLC	10,367		11,188	12.69
IFP Advisors, Inc	5,578		156	32.05
Morgan Stanley	2,389	10.46	2,617	12.61
Bank Of America Corp /de/	2,119	10.38	2,064	12.60
Rockefeller Capital Management L.P.	1,275		1,275	12.55
Cwm, Llc	477	10.48	477	12.58
Citigroup Inc	210	9.52	210	14.29
Royal Bank Of Canada	105	9.52	5,313	12.80

Recent Quarter 8 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Brookstone Capital Management	78,873	10745.45	44,017	12.36
Susquehanna International Group, Llp	42,219	10.49	0
Ellis Investment Partners, LLC	16,858	10499.70	19,261	12.67
Advisory Services Network, LLC	6,292	10.49	0
Concord Wealth Partners	1,407	10500.36	0
AdvisorNet Financial, Inc	694	10500.00	694	12.97
Larson Financial Group LLC	150	10500.00	150	13.33
Accel Wealth Management	50	10500.00	100	10.00

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Susquehanna International Group, Llp	42,219	42,219	10.49	0		0.00
Daiwa Securities Group Inc.	35,035	50,911	10.51	15,876	12.72	220.68
Brookstone Capital Management	34,856	78,873	10745.45	44,017	12.36	79.19
GWM Advisors LLC	11,938	22,780	4.52	10,842	12.73	110.11
Advisor Group Holdings, Inc.	8,473	10,389	10.40	1,916	13.05	442.22
Advisory Services Network, LLC	6,292	6,292	10.49	0		0.00
IFP Advisors, Inc	5,422	5,578		156	32.05	3475.64
Concord Wealth Partners	1,407	1,407	10500.36	0		0.00
Bank Of America Corp /de/	55	2,119	10.38	2,064	12.60	2.66

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Royal Bank Of Canada	5,208	105	9.52	5,313	12.80	-98.02
Ellis Investment Partners, LLC	2,403	16,858	10499.70	19,261	12.67	-12.48
LPL Financial LLC	2,389	15,288	10.53	17,677	12.73	-13.51
UBS Group AG	2,226	20,208	10.49	22,434	12.70	-9.92
Virtu Financial LLC	821	10,367		11,188	12.69	-7.34
Morgan Stanley	228	2,389	10.46	2,617	12.61	-8.71
Accel Wealth Management	50	50	10500.00	100	10.00	-50.00

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 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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