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	160	1.00	0.76	0.83
Previous Quarter	168	1.00	0.77	0.85

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	28	14	0	2	2
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	3	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	1,354,714	1.17	0.75	2,783,484	2.41	0.83
Previous Quarter	1,354,714	1.17	0.75	2,783,484	2.41	0.83

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
BlackRock Inc.	1,351,156	0.75
Vanguard Group Inc	1,080,996	0.75
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	894,094	0.75
Highbridge Capital Management Llc	882,061	0.75
VEXMX - Vanguard Extended Market Index Fund Investor Shares	670,844	1.06
IWM - iShares Russell 2000 ETF	646,732	0.75
Geode Capital Management, Llc	602,367	0.75
State Street Corp	522,953	0.75
Bridgeway Capital Management Inc	347,500	0.75
BRSIX - Ultra-Small Company Market Fund Class N	325,100	0.75
Northern Trust Corp	260,423	0.75
FSMAX - Fidelity Extended Market Index Fund	235,041	0.83
Atria Wealth Solutions, Inc.	225,993	0.75
FSSNX - Fidelity Small Cap Index Fund	173,519	0.70
IWO - iShares Russell 2000 Growth ETF	123,514	0.75
Dfa Investment Trust Co - The Japanese Small Company Series	113,200	3.16
Bank of New York Mellon Corp	97,799	0.76
IWN - iShares Russell 2000 Value ETF	89,438	0.75
Nuveen Asset Management, LLC	81,017	0.80
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares	70,996	0.83

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
BlackRock Inc.	1,351,156	0.75
Vanguard Group Inc	1,080,996	0.75
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	894,094	0.75
Highbridge Capital Management Llc	882,061	0.75
VEXMX - Vanguard Extended Market Index Fund Investor Shares	670,844	1.06
IWM - iShares Russell 2000 ETF	646,732	0.75
Geode Capital Management, Llc	602,367	0.75
State Street Corp	522,953	0.75
Bridgeway Capital Management Inc	347,500	0.75
BRSIX - Ultra-Small Company Market Fund Class N	325,100	0.75
Northern Trust Corp	260,423	0.75
FSMAX - Fidelity Extended Market Index Fund	235,041	0.83
Atria Wealth Solutions, Inc.	225,993	0.75
FSSNX - Fidelity Small Cap Index Fund	173,519	0.80
IWO - iShares Russell 2000 Growth ETF	123,514	0.75
Dfa Investment Trust Co - The Japanese Small Company Series	113,200	3.77
Bank of New York Mellon Corp	97,799	0.76
IWN - iShares Russell 2000 Value ETF	89,438	0.75
Nuveen Asset Management, LLC	81,017	0.80
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares	70,996	0.83

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
RYLD - Global X Russell 2000 Covered Call ETF	7,460	0.67
Dimensional ETF Trust - Dimensional International Small Cap ETF	200	5.00

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
Simplex Trading, Llc	27,500	0.73
Susquehanna International Group, Llp	10,286	0.78
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class	1,083	1.85
Group One Trading, L.p.	492
Group One Trading, L.p.	492
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	333	3.00
Wolverine Trading, Llc
Jacobs Levy Equity Management, Inc
Citadel Advisors Llc
Renaissance Technologies Llc
Citadel Advisors Llc
Aqr Capital Management Llc
Jane Street Group, Llc
Gsa Capital Partners Llp
Panagora Asset Management Inc
Advisory Services Network, LLC
Goldman Sachs Group Inc
Millennium Management Llc
Gerber Kawasaki Wealth & Investment Management
SG Americas Securities, LLC
ISCG - iShares Morningstar Small-Cap Growth ETF
Hartland & Co., LLC
Ergoteles LLC
Nisa Investment Advisors, Llc
Virtu Financial LLC
FLDFX - BALANCED FUND Retail Class
Wunderlich Securities, Inc.
Citadel Advisors Llc

Recent Quarter 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FSSNX - Fidelity Small Cap Index Fund	173,519	0.70	173,519	0.80
Dfa Investment Trust Co - The Japanese Small Company Series	113,200	3.16	113,200	3.77
DFIEX - International Core Equity Portfolio - Institutional Class	69,000	3.16	69,000	3.78
SWSSX - Schwab Small-Cap Index Fund	58,065	0.71	58,065	0.79
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	43,104	0.70	43,104	0.79
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	20,936	0.72	20,936	0.81
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares	15,700	3.18	15,700	3.76
Newbridge Financial Services Group, Inc.	9,600	0.42	9,600	0.73
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	7,000	3.14	7,000	3.71
FLXSX - Fidelity Flex Small Cap Index Fund	6,010	0.67	3,205	0.94
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class	6,000	3.17	6,000	3.83
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	4,200	3.10	4,200	3.81
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class	4,100	3.17	4,100	3.66
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	2,967	0.67	2,704	0.74

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
FLXSX - Fidelity Flex Small Cap Index Fund	2,805	6,010	0.67	3,205	0.94	87.52
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	263	2,967	0.67	2,704	0.74	9.73

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
UAPIX - Ultrasmall-cap Profund Investor Class	54	557		611		-8.84
SLPIX - Small-cap Profund Investor Class	20	19		39		-51.28

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 3 Previous Institutes closed Call Positions

Name	Previous Calls
Citadel Advisors Llc	0
Wolverine Trading, Llc	0
Proequities, Inc.	0

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 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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 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