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	99	12.00	12.63	12.50
Previous Quarter	103	13.00	12.63	12.60

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	3	19	9	0	3	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	2	1	7	0	2	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
Rivernorth Capital Management, Llc	939,608	12.63
UBS Group AG	740,983	12.63
Bank Of America Corp /de/	621,848	12.63
Guggenheim Capital Llc	560,979	12.63
Wells Fargo & Company/mn	500,002	12.63
Parametric Portfolio Associates Llc	469,115	12.63
RiverNorth Managed Duration Municipal Income Fund II, Inc.	389,513	12.63
Morgan Stanley	323,111	12.63
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	285,838	12.63
Robinson Capital Management, Llc	285,838	12.73
Van Eck Associates Corp	281,354	12.63
XMPT - VanEck Vectors CEF Municipal Income ETF	263,004	11.43
Invesco Ltd.	244,947	12.63
Northwestern Mutual Wealth Management Co	204,813	12.63
Cornerstone Advisory, LLC	189,143	12.63
Vivaldi Capital Management, LLC	183,830	11.06
RiverNorth Flexible Municipal Income Fund II, Inc.	182,755	12.63
Congress Park Capital LLC	181,061	12.63
Cambridge Investment Research Advisors, Inc.	149,580	11.14
Advisors Asset Management, Inc.	125,698	12.63

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
Rivernorth Capital Management, Llc	939,608	12.63
UBS Group AG	740,983	12.63
Bank Of America Corp /de/	621,848	12.63
Guggenheim Capital Llc	560,979	12.63
Wells Fargo & Company/mn	500,002	12.63
Parametric Portfolio Associates Llc	469,115	12.63
RiverNorth Managed Duration Municipal Income Fund II, Inc.	389,513	12.63
Morgan Stanley	323,111	12.63
Robinson Capital Management, Llc	285,838	12.73
ROBAX - Robinson Tax Advantaged Income Fund Class A Shares	285,838	12.63
Van Eck Associates Corp	281,354	12.63
Invesco Ltd.	244,947	12.63
XMPT - VanEck Vectors CEF Municipal Income ETF	243,538	13.35
Northwestern Mutual Wealth Management Co	204,813	12.63
Cornerstone Advisory, LLC	189,143	12.63
Vivaldi Capital Management, LLC	183,830	11.06
RiverNorth Flexible Municipal Income Fund II, Inc.	182,755	12.63
Congress Park Capital LLC	181,061	12.63
Cambridge Investment Research Advisors, Inc.	148,091	12.63
Advisors Asset Management, Inc.	125,698	12.63

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Vigilare Wealth Management	10,115	11.17
BANK OF AMERICA CORP /DE/	2,514
Mascoma Wealth Management LLC	421	11.88

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Affiance Financial, LLC	11,063	12.65
Sonora Investment Management, LLC	8,872	14.88
Carroll Financial Associates, Inc.	512	13.67
Hennion & Walsh Asset Management, Inc.
Panagora Asset Management Inc
Citigroup Inc
Newbridge Financial Services Group, Inc.
Avantax Advisory Services, Inc.
BerganKDV Wealth Management, LLC
AdvisorNet Financial, Inc
Lincoln National Corp
Millennium Management Llc
Kowal Investment Group, LLC
Avantax Planning Partners, Inc.
Jacobi Capital Management LLC
Proequities, Inc.
Harbour Investments, Inc.
Kestra Advisory Services, LLC
Arkadios Wealth Advisors

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF	263,004	11.43	243,538	13.35
Cambridge Investment Research Advisors, Inc.	149,580	11.14	148,091	12.63
Nova R Wealth, Inc.	99,903	11.14	99,903	12.63
Transcend Wealth Collective, Llc	20,323	11.12	20,323	12.65
Private Advisor Group, LLC	18,579	11.14	18,449	12.63
Capital Investment Advisors, LLC	13,775	11.11	13,775	12.63
Atticus Wealth Management, Llc	13,135	11.12	13,135	12.64
American National Bank	1,836	10.89	1,836	12.53
FNY Investment Advisers, LLC	500	10.00	500	12.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
XMPT - VanEck Vectors CEF Municipal Income ETF	19,466	263,004	11.43	243,538	13.35	7.99
Cambridge Investment Research Advisors, Inc.	1,489	149,580	11.14	148,091	12.63	1.01
Private Advisor Group, LLC	130	18,579	11.14	18,449	12.63	0.70

Recent Quarter 0 Institutes Decreased Positions

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

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 2 New Institutes added position

Name	Shares	PPS
Vigilare Wealth Management	10,115	11.17
Mascoma Wealth Management LLC	421	11.88

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Affiance Financial, LLC	11,063	12.65

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	149,580	11.14	148,091	12.63
Nova R Wealth, Inc.	99,903	11.14	99,903	12.63
Transcend Wealth Collective, Llc	20,323	11.12	20,323	12.65
Private Advisor Group, LLC	18,579	11.14	18,449	12.63
Atticus Wealth Management, Llc	13,135	11.12	13,135	12.64
American National Bank	1,836	10.89	1,836	12.53
FNY Investment Advisers, LLC	500	10.00	500	12.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	1,489	149,580	11.14	148,091	12.63	1.01
Private Advisor Group, LLC	130	18,579	11.14	18,449	12.63	0.70

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