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 25 NaN 0.00 15.93
Previous Quarter 24 NaN 0.00 9.96

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 2 5 0 16 6 2
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 0.00 122,216 5.74 16.20
Previous Quarter 0 0.00 0.00 33,006 1.55 9.39

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
Vanguard Group Inc 61,108 16.20
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 44,605 16.21
Dimensional Fund Advisors Lp 41,094 16.21
Renaissance Technologies Llc 19,000 16.21
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 16,960 16.04
VEXMX - Vanguard Extended Market Index Fund Investor Shares 16,503 16.18
DFSTX - U.s. Small Cap Portfolio - Institutional Class 11,942 16.08
FSMAX - Fidelity Extended Market Index Fund 8,253 14.18
BRSIX - Ultra-Small Company Market Fund Class N 8,000 16.25
BRUSX - Ultra-Small Company Fund Class N 6,700 9.40
DFAT - Dimensional U.S. Targeted Value ETF 3,482 16.08
Morgan Stanley 2,301 16.08
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,981 16.15
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 1,906 16.26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 1,500 16.00
UBS Group AG 1,500 16.00
DFAS - Dimensional U.S. Small Cap ETF 1,439 15.98
Tower Research Capital LLC (TRC) 236 16.95
Stonebridge Capital Advisors LLC 22
Dimensional ETF Trust - Dimensional US Small Cap Value ETF 18

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
Dimensional Fund Advisors Lp 40,095 9.38
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 16,960 11.97
Vanguard Group Inc 16,503 9.39
VEXMX - Vanguard Extended Market Index Fund Investor Shares 16,503 9.39
Renaissance Technologies Llc 16,500 9.39
Citadel Advisors Llc 15,905 9.37
Bridgeway Capital Management Inc 15,500 9.35
DFSTX - U.s. Small Cap Portfolio - Institutional Class 11,942 11.97
FSMAX - Fidelity Extended Market Index Fund 8,253 10.54
BRSIX - Ultra-Small Company Market Fund Class N 8,000 9.38
BRUSX - Ultra-Small Company Fund Class N 6,700 9.40
DFAT - Dimensional U.S. Targeted Value ETF 3,464 11.84
Morgan Stanley 2,501 9.20
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 1,906 12.07
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 1,500 12.00
DFAS - Dimensional U.S. Small Cap ETF 1,439 11.81
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,000 12.00
Tower Research Capital LLC (TRC) 833 9.60
UBS Group AG 183 10.93
Stonebridge Capital Advisors LLC 22

 

Recent Quarter Analysis

Name Shares PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 44,605 16.21
Dimensional ETF Trust - Dimensional US Small Cap Value ETF 18
Name Shares PPS
Citadel Advisors Llc 15,905 9.37
Bridgeway Capital Management Inc 15,500 9.35
Bank Of America Corp /de/ 2
USMIX - Extended Market Index Fund
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 61,108 16.20 16,503 9.39
Dimensional Fund Advisors Lp 41,094 16.21 40,095 9.38
Renaissance Technologies Llc 19,000 16.21 16,500 9.39
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 16,960 16.04 16,960 11.97
VEXMX - Vanguard Extended Market Index Fund Investor Shares 16,503 16.18 16,503 9.39
DFSTX - U.s. Small Cap Portfolio - Institutional Class 11,942 16.08 11,942 11.97
FSMAX - Fidelity Extended Market Index Fund 8,253 14.18 8,253 10.54
BRSIX - Ultra-Small Company Market Fund Class N 8,000 16.25 8,000 9.38
DFAT - Dimensional U.S. Targeted Value ETF 3,482 16.08 3,464 11.84
Morgan Stanley 2,301 16.08 2,501 9.20
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,981 16.15 1,000 12.00
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 1,906 16.26 1,906 12.07
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 1,500 16.00 1,500 12.00
UBS Group AG 1,500 16.00 183 10.93
DFAS - Dimensional U.S. Small Cap ETF 1,439 15.98 1,439 11.81
Tower Research Capital LLC (TRC) 236 16.95 833 9.60
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Vanguard Group Inc 44,605 61,108 16.20 16,503 9.39 270.28
Renaissance Technologies Llc 2,500 19,000 16.21 16,500 9.39 15.15
UBS Group AG 1,317 1,500 16.00 183 10.93 719.67
Dimensional Fund Advisors Lp 999 41,094 16.21 40,095 9.38 2.49
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 981 1,981 16.15 1,000 12.00 98.10
DFAT - Dimensional U.S. Targeted Value ETF 18 3,482 16.08 3,464 11.84 0.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Tower Research Capital LLC (TRC) 597 236 16.95 833 9.60 -71.67
Morgan Stanley 200 2,301 16.08 2,501 9.20 -8.00
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