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 11 NaN 0.00 NaN
Previous Quarter 96 NaN 0.00 NaN

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 91 0 0 1 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 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

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
TOKE - Cambria Cannabis ETF 573,912
Lowe Wealth Advisors, LLC 100
Citadel Advisors Llc 0
Wolverine Trading, Llc 0
Charles Schwab Investment Management Inc 0
Bank Of Montreal /can/ 0
Qube Research & Technologies Ltd 0
Condor Capital Management 0
Jpmorgan Chase & Co 0
Citadel Advisors Llc 0
Advisor Group Holdings, Inc. 0
Sabby Management, Llc 0
Citadel Advisors Llc 0
Cetera Advisor Networks LLC 0
Renaissance Technologies Llc 0
M Holdings Securities, Inc. 0
Y-Intercept (Hong Kong) Ltd 0
LMR Partners LLP 0
Benjamin Edwards Inc 0
Susquehanna International Group, Llp 0

 

Recent Quarter Analysis

Name Shares PPS
Trivant Custom Portfolio Group, LLC 175
MetLife Investment Management, LLC 0
Metropolitan Life Insurance Co/ny 0
Name Shares PPS
TOKE - Cambria Cannabis ETF 573,912
MetLife Investment Management, LLC
Metropolitan Life Insurance Co/ny
Jpmorgan Chase & Co
Sabby Management, Llc
Legal & General Group Plc
Dimensional Fund Advisors Lp
Ayrton Capital LLC
BCJ Capital Management, LLC
Wolverine Trading, Llc
Qube Research & Technologies Ltd
Advisor Group Holdings, Inc.
Morgan Stanley
BlackRock Inc.
Cambria Investment Management, L.P.
New York State Common Retirement Fund
Vident Investment Advisory, LLC
Citadel Advisors Llc
Stifel Financial Corp
Vanguard Group Inc
UBS Group AG
State Street Corp
Bank Of America Corp /de/
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Virtu Financial LLC
Pnc Financial Services Group, Inc.
Simplex Trading, Llc
SG Americas Securities, LLC
Susquehanna International Group, Llp
M Holdings Securities, Inc.
Perigon Wealth Management, LLC
Requisite Capital Management, LLC
DFAU - Dimensional US Core Equity Market ETF
Cubist Systematic Strategies, LLC
Millennium Management Llc
Barclays Plc
Condor Capital Management
Tompkins Financial Corp
Commonwealth Equity Services, Llc
Bank of New York Mellon Corp
Wells Fargo & Company/mn
Cetera Advisor Networks LLC
LMR Partners LLP
Citigroup Inc
Perritt Capital Management Inc
Apeiron RIA LLC
StoneX Group Inc.
Benjamin Edwards Inc
Goldman Sachs Group Inc
Retirement Planning Co of New England, Inc.
Meeder Asset Management Inc
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
New Millennium Group LLC
Davy Global Fund Management Ltd
Royal Bank Of Canada
LPL Financial LLC
Cutler Group LP
National Bank Of Canada /fi/
Nuveen Asset Management, LLC
Fmr Llc
USMIX - Extended Market Index Fund
Ergoteles LLC
Renaissance Technologies Llc
Y-Intercept (Hong Kong) Ltd
Allworth Financial LP
Geode Capital Management, Llc
Tower Research Capital LLC (TRC)
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Federated Hermes, Inc.
Money Concepts Capital Corp
Group One Trading, L.p.
Cwm, Llc
Diametric Capital, LP
Verition Fund Management LLC
Independent Advisor Alliance
Bank Of Montreal /can/
Patriot Financial Group Insurance Agency, LLC
Dana Investment Advisors, Inc.
Raymond James & Associates
Bluefin Capital Management, Llc
Northern Trust Corp
Charles Schwab Investment Management Inc
Steward Partners Investment Advisory, Llc
CoreCap Advisors, LLC
Crewe Advisors LLC
WCG Wealth Advisors LLC
Retirement Group, LLC
AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Tucker Asset Management Llc
Victory Capital Management Inc
WASHINGTON TRUST 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
American Portfolios Advisors 300 300 0 0.00
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
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