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 44 NaN 0.00 0.36
Previous Quarter 46 NaN 0.00 0.36

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 1 16 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 1 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 200,518 0.39 0.36 948,759 1.83 0.36
Previous Quarter 200,518 0.39 0.36 948,759 1.83 0.36

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
Perceptive Advisors Llc 1,800,542 0.36
Vanguard Group Inc 487,734 0.36
VEXMX - Vanguard Extended Market Index Fund Investor Shares 461,025 0.36
Geode Capital Management, Llc 344,997 0.36
FSMAX - Fidelity Extended Market Index Fund 218,752 0.35
BlackRock Inc. 200,518 0.36
IWC - iShares Micro-Cap ETF 115,764 0.36
FEINBERG LARRY N 105,885
Advisor Group Holdings, Inc. 85,600 0.35
State Street Corp 81,189 0.36
Susquehanna International Group, Llp 73,539 0.35
Renaissance Technologies Llc 73,500 0.35
Northern Trust Corp 64,599 0.36
LPL Financial LLC 53,000 0.36
FSKAX - Fidelity Total Market Index Fund 46,375 0.35
FNCMX - Fidelity Nasdaq Composite Index Fund 42,952 0.35
Millennium Management Llc 34,049 0.35
Citadel Advisors Llc 31,274 0.35
FCFMX - Fidelity Series Total Market Index Fund 30,439 0.36
Tower Research Capital LLC (TRC) 29,503 0.37

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
Perceptive Advisors Llc 1,800,542 0.36
Vanguard Group Inc 487,734 0.36
VEXMX - Vanguard Extended Market Index Fund Investor Shares 461,025 0.36
Geode Capital Management, Llc 344,997 0.36
FSMAX - Fidelity Extended Market Index Fund 218,752 0.35
BlackRock Inc. 200,518 0.36
IWC - iShares Micro-Cap ETF 115,764 0.36
Advisor Group Holdings, Inc. 85,600 0.35
State Street Corp 81,189 0.36
Susquehanna International Group, Llp 73,539 0.35
Renaissance Technologies Llc 73,500 0.35
Northern Trust Corp 64,599 0.36
LPL Financial LLC 53,000 0.36
FSKAX - Fidelity Total Market Index Fund 46,375 0.35
FNCMX - Fidelity Nasdaq Composite Index Fund 42,952 0.35
Millennium Management Llc 34,049 0.35
Citadel Advisors Llc 31,274 0.35
FCFMX - Fidelity Series Total Market Index Fund 30,439 0.36
Tower Research Capital LLC (TRC) 29,503 0.37
Bank of New York Mellon Corp 21,486 0.37

 

Recent Quarter Analysis

Name Shares PPS
FEINBERG LARRY N 105,885
Name Shares PPS
PrairieView Partners, LLC 68
Eaton Vance Management
Captrust Financial Advisors
Two Sigma Securities, Llc
Bogart Wealth, LLC
Jane Street Group, Llc
Sterneck Capital Management, LLC
Oracle Investment Management Inc
Bank Of America Corp /de/
UBS Group AG
Virtu Financial LLC
Hartford Financial Management Inc.
Raymond James & Associates
Proequities, Inc.
FNY Investment Advisers, LLC
Northwestern Mutual Wealth Management Co
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
PrairieView Partners, LLC 68
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