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	55	11.00	11.42	11.12
Previous Quarter	55	11.00	11.42	11.31

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	12	4	0	1	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	1	0	1	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
SIT INVESTMENT ASSOCIATES INC	1,983,100
FIRST TRUST PORTFOLIOS LP	1,858,151
Guggenheim Capital Llc	291,167	11.42
Morgan Stanley	246,766	11.42
LPL Financial LLC	242,590	11.42
Uncommon Cents Investing LLC	155,783	8.38
Invesco Ltd.	155,189	11.42
PCEF - Invesco CEF Income Composite ETF	130,886	11.14
Baird Financial Group, Inc.	105,584	11.42
Advisors Asset Management, Inc.	89,114	11.42
GWM Advisors LLC	76,203	11.42
Advisor Group Holdings, Inc.	48,428	11.42
HighTower Advisors, LLC	43,695	11.44
Ameriprise Financial Inc	34,558	11.43
Capital Investment Advisors, LLC	34,055	8.37
AEGON USA Investment Management, LLC	29,711	11.41
Commonwealth Equity Services, Llc	27,583	11.42
Harbour Investments, Inc.	26,299	12.43
Seacrest Wealth Management, Llc	22,959	11.41
Matrix Private Capital Group Llc	21,569	11.41

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
Guggenheim Capital Llc	291,167	11.42
Morgan Stanley	246,766	11.42
LPL Financial LLC	242,590	11.42
Invesco Ltd.	155,189	11.42
PCEF - Invesco CEF Income Composite ETF	130,886	11.14
Uncommon Cents Investing LLC	114,235	11.42
Baird Financial Group, Inc.	105,584	11.42
Advisors Asset Management, Inc.	89,114	11.42
Mid Atlantic Financial Management Inc/adv	80,203	12.67
GWM Advisors LLC	76,203	11.42
Advisor Group Holdings, Inc.	48,428	11.42
HighTower Advisors, LLC	43,695	11.44
Capital Investment Advisors, LLC	35,678	11.41
Ameriprise Financial Inc	34,558	11.43
Moors & Cabot, Inc.	30,000	1.03
AEGON USA Investment Management, LLC	29,711	11.41
Commonwealth Equity Services, Llc	27,583	11.42
Harbour Investments, Inc.	26,299	12.43
Seacrest Wealth Management, Llc	22,959	11.41
Matrix Private Capital Group Llc	21,569	11.41

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
SIT INVESTMENT ASSOCIATES INC	1,983,100
FIRST TRUST PORTFOLIOS LP	1,858,151
Rivernorth Opportunities Fund, Inc.	100	10.00

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	80,203	12.67
Moors & Cabot, Inc.	30,000	1.03
Jane Street Group, Llc
Citigroup Inc
Snowden Capital Advisors LLC
FNY Investment Advisers, LLC
Kestra Advisory Services, LLC
U.S. Capital Wealth Advisors, LLC
Proequities, Inc.
Fmr Llc
Addison Advisors LLC
Shaker Financial Services, LLC

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	155,783	8.38	114,235	11.42
Capital Investment Advisors, LLC	34,055	8.37	35,678	11.41
Worth Asset Management, LLC	5,620	8.36	5,620	8.90
AdvisorNet Financial, Inc	1,311	8.39	1,377	11.62

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
Uncommon Cents Investing LLC	41,548	155,783	8.38	114,235	11.42	36.37

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Capital Investment Advisors, LLC	1,623	34,055	8.37	35,678	11.41	-4.55
AdvisorNet Financial, Inc	66	1,311	8.39	1,377	11.62	-4.79

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 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	155,783	8.38	114,235	11.42

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Uncommon Cents Investing LLC	41,548	155,783	8.38	114,235	11.42	36.37

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