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 78 NaN 0.00 6.96
Previous Quarter 84 NaN 0.00 7.04

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 4 23 3 0 0 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 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
VAN ECK ASSOCIATES CORP 2,295,476
Beedie Investments Ltd 2,280,852
Van Eck Associates Corp 2,280,849 7.07
Euro Pacific Asset Management, LLC 2,246,605
Euro Pacific Asset Management, LLC 2,076,570 7.11
GDXJ - VanEck Vectors Junior Gold Miners ETF 2,069,042 7.07
EPGFX - EuroPac Gold Fund Class A 1,583,850 5.78
SILJ - ETFMG Prime Junior Silver Miners ETF 475,421 7.13
Etf Managers Group, Llc 475,421 7.16
U S Global Investors Inc 475,000 7.12
GOAU - U.S. Global GO GOLD and Precious Metal Miners ETF 376,616 6.93
USERX - Gold and Precious Metals Fund 300,000 7.14
Renaissance Technologies Llc 240,102 7.07
683 Capital Management, LLC 200,946 7.13
Susquehanna International Group, Llp 146,987 7.08
D. E. Shaw & Co., Inc. 137,790 7.07
Susquehanna International Group, Llp 132,500 7.07
Citadel Advisors Llc 125,689 7.07
PSPFX - Global Resources Fund 125,000 7.14
Citadel Advisors Llc 106,600 7.07

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
Van Eck Associates Corp 2,280,849 7.07
Euro Pacific Asset Management, LLC 2,076,570 7.11
GDXJ - VanEck Vectors Junior Gold Miners ETF 2,069,042 7.07
EPGFX - EuroPac Gold Fund Class A 1,583,850 6.33
Etf Managers Group, Llc 475,421 7.16
SILJ - ETFMG Prime Junior Silver Miners ETF 475,421 7.13
U S Global Investors Inc 475,000 7.12
GOAU - U.S. Global GO GOLD and Precious Metal Miners ETF 376,616 6.93
USERX - Gold and Precious Metals Fund 300,000 7.14
Renaissance Technologies Llc 240,102 7.07
683 Capital Management, LLC 200,946 7.13
Susquehanna International Group, Llp 146,987 7.08
D. E. Shaw & Co., Inc. 137,790 7.07
Susquehanna International Group, Llp 132,500 7.07
Citadel Advisors Llc 125,689 7.07
PSPFX - Global Resources Fund 125,000 7.14
Citadel Advisors Llc 106,600 7.07
Morgan Stanley 71,326 7.07
Citadel Advisors Llc 52,500 7.07
Cambridge Investment Research Advisors, Inc. 50,757 7.07

 

Recent Quarter Analysis

Name Shares PPS
VAN ECK ASSOCIATES CORP 2,295,476
Beedie Investments Ltd 2,280,852
Euro Pacific Asset Management, LLC 2,246,605
Dubuque Bank & Trust Co 12,000 4.83
Name Shares PPS
Carroll Financial Associates, Inc. 200 5.00
XTX Topco Ltd
AdvisorNet Financial, Inc
Two Sigma Advisers, Lp
Stifel Financial Corp
Oppenheimer & Co Inc
Credit Suisse Ag/
Aspire Private Capital, LLC
Citigroup Inc
Jpmorgan Chase & Co
Retirement Planning Co of New England, Inc.
Hrt Financial Lp
Ergoteles LLC
Jane Street Group, Llc
Fmr Llc
Intrua Financial, LLC
Raymond James & Associates
Proequities, Inc.
UBS Group AG
Virtu Financial LLC
Toronto Dominion Bank
Quantbot Technologies LP
LPL Financial LLC
Name Current Shares Current PPS Previous Shares Previous PPS
EPGFX - EuroPac Gold Fund Class A 1,583,850 5.78 1,583,850 6.33
Cambridge Investment Research Advisors, Inc. 47,851 4.83 50,757 7.07
BerganKDV Wealth Management, LLC 3,500 4.86 3,500 7.14
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
Cambridge Investment Research Advisors, Inc. 2,906 47,851 4.83 50,757 7.07 -5.73
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