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	48	29.00	29.34	28.95
Previous Quarter	50	29.00	29.35	29.32

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	0	9	3	0	1	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	2	0	0	1
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	1	0.00	0.00	0	0.00	0.00
Previous Quarter	1	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
Vance Wealth, Inc.	481,720	29.35
Raymond James Financial Services Advisors, Inc.	353,160	29.35
One Charles Private Wealth Services, LLC	343,140	29.35
TMD Wealth Management, LLC	308,565	29.35
Juncture Wealth Strategies, Llc	218,934	25.75
TrinityPoint Wealth, LLC	190,843	29.34
Dynamic Advisor Solutions LLC	181,798	29.35
Curi Wealth Management, LLC	177,961	29.34
LPL Financial LLC	100,921	29.35
DALT - Anfield Capital Diversified Alternatives ETF	73,847	27.48
Anfield Capital Management, LLC	71,020	29.34
Stratos Wealth Partners, LTD.	50,341	29.34
Raymond James Trust N.a.	46,769	25.74
Continuum Advisory, LLC	43,673	27.48
ShoreHaven Wealth Partners, LLC	43,103	29.33
Jane Street Group, Llc	40,684	29.35
HAP Trading, LLC	36,015	29.35
Morgan Stanley	21,692	29.37
Rockefeller Capital Management L.P.	21,387	29.32
New England Private Wealth Advisors LLC	19,895	29.35

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
Vance Wealth, Inc.	481,720	29.35
Raymond James Financial Services Advisors, Inc.	353,160	29.35
Juncture Wealth Strategies, Llc	346,698	29.35
One Charles Private Wealth Services, LLC	343,140	29.35
TMD Wealth Management, LLC	308,565	29.35
TrinityPoint Wealth, LLC	190,843	29.34
Dynamic Advisor Solutions LLC	181,798	29.35
Curi Wealth Management, LLC	177,961	29.34
LPL Financial LLC	100,921	29.35
Anfield Capital Management, LLC	71,020	29.34
DALT - Anfield Capital Diversified Alternatives ETF	66,844	29.22
Stratos Wealth Partners, LTD.	50,341	29.34
Raymond James Trust N.a.	46,769	29.34
Continuum Advisory, LLC	43,673	27.48
ShoreHaven Wealth Partners, LLC	43,103	29.33
Jane Street Group, Llc	40,684	29.35
HAP Trading, LLC	36,015	29.35
Morgan Stanley	21,692	29.37
Rockefeller Capital Management L.P.	21,387	29.32
New England Private Wealth Advisors LLC	19,895	29.35

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 9 Institutes closed out their positions

Name	Shares	PPS
Carroll Financial Associates, Inc.
Advisor Resource Council
Advisor Group Holdings, Inc.
Proequities, Inc.
Cambridge Investment Research Advisors, Inc.
Susquehanna International Group, Llp
HighTower Advisors, LLC
Bank Of America Corp /de/
Minichmacgregor Wealth Management, Llc

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Juncture Wealth Strategies, Llc	218,934	25.75	346,698	29.35
DALT - Anfield Capital Diversified Alternatives ETF	73,847	27.48	66,844	29.22
Raymond James Trust N.a.	46,769	25.74	46,769	29.34

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DALT - Anfield Capital Diversified Alternatives ETF	7,003	73,847	27.48	66,844	29.22	10.48

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Juncture Wealth Strategies, Llc	127,764	218,934	25.75	346,698	29.35	-36.85

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Juncture Wealth Strategies, Llc	218,934	25.75	346,698	29.35
Raymond James Trust N.a.	46,769	25.74	46,769	29.34

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Juncture Wealth Strategies, Llc	127,764	218,934	25.75	346,698	29.35	-36.85

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