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	185	7.00	7.19	7.13
Previous Quarter	185	7.00	7.18	7.04

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	11	0	23	3	3
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	1	0	1	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	540,533	1.11	7.19	588,416	1.21	7.15
Previous Quarter	540,533	1.11	7.19	588,416	1.21	7.15

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
Dimensional Fund Advisors Lp	2,039,021	7.19
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	819,537	6.88
BlackRock Inc.	539,428	7.19
NTHEX - Northeast Investors Trust	510,200	7.19
Aristides Capital LLC	403,025	7.19
Vanguard Group Inc	297,198	7.19
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	280,077	6.88
Susquehanna International Group, Llp	277,900	7.19
Raymond James & Associates	273,170	7.19
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	260,217	6.88
DFSTX - U.s. Small Cap Portfolio - Institutional Class	209,206	6.88
IWM - iShares Russell 2000 ETF	205,883	7.19
Bridgeway Capital Management Inc	167,394	7.19
Renaissance Technologies Llc	161,414	7.19
Bank of New York Mellon Corp	148,746	7.19
State Street Corp	141,972	7.19
VEXMX - Vanguard Extended Market Index Fund Investor Shares	134,360	7.19
Northern Trust Corp	133,390	7.19
Group One Trading, L.p.	132,300	7.19
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	109,805	7.19

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
Dimensional Fund Advisors Lp	2,039,021	7.19
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	819,537	6.50
BlackRock Inc.	539,428	7.19
NTHEX - Northeast Investors Trust	510,200	7.19
Aristides Capital LLC	403,025	7.19
Vanguard Group Inc	297,198	7.19
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	280,077	6.50
Susquehanna International Group, Llp	277,900	7.19
Raymond James & Associates	273,170	7.19
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	260,217	6.50
DFSTX - U.s. Small Cap Portfolio - Institutional Class	209,206	6.50
IWM - iShares Russell 2000 ETF	205,883	7.19
Bridgeway Capital Management Inc	167,394	7.19
Renaissance Technologies Llc	161,414	7.19
Bank of New York Mellon Corp	148,746	7.19
State Street Corp	141,972	7.19
VEXMX - Vanguard Extended Market Index Fund Investor Shares	134,360	7.19
Northern Trust Corp	133,390	7.19
Group One Trading, L.p.	132,300	7.19
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	109,805	7.19

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
RYLD - Global X Russell 2000 Covered Call ETF	2,238	6.70
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	32

Recent Quarter 11 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc	103,400	7.19
Wolverine Trading, Llc	31,500	7.21
DHS - WisdomTree U.S. High Dividend Fund N/A	5,824	5.84
Simplex Trading, Llc	200
Ellevest, Inc.	68
IFP Advisors, Inc	40	25.00
Meeder Asset Management Inc
Nierenberg Investment Management Company, Inc.
O'shaughnessy Asset Management, Llc
Redhawk Wealth Advisors, Inc.
Harbour Investments, Inc.

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 23 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	819,537	6.88	819,537	6.50
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	280,077	6.88	280,077	6.50
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	260,217	6.88	260,217	6.50
DFSTX - U.s. Small Cap Portfolio - Institutional Class	209,206	6.88	209,206	6.50
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	64,362	6.88	64,362	6.49
FSSNX - Fidelity Small Cap Index Fund	64,234	6.88	56,469	6.50
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	39,457	6.87	39,457	6.49
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S	39,297	6.87	39,297	6.49
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	34,694	6.89	34,694	6.51
DFAC - Dimensional U.S. Core Equity 2 ETF	26,449	6.88	26,449	6.50
Koss-Olinger Consulting, LLC	19,026	9.88	15,087	7.16
SWSSX - Schwab Small-Cap Index Fund	18,784	6.87	18,784	6.49
Marquette Asset Management, LLC	17,654	9.86	17,654	7.19
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	9,268	6.91	9,268	6.47
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	8,365	6.93	8,365	6.46
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	7,700	6.88	7,700	6.49
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	5,599	6.97	5,599	6.43
Founders Capital Management	5,000	9.80	5,000	7.40
DFAT - Dimensional U.S. Targeted Value ETF	4,420	6.79	4,420	6.56
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	923	6.50	841	5.95

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
FSSNX - Fidelity Small Cap Index Fund	7,765	64,234	6.88	56,469	6.50	13.75
Koss-Olinger Consulting, LLC	3,939	19,026	9.88	15,087	7.16	26.11
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	82	923	6.50	841	5.95	9.75

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
PJARX - SmallCap Value Fund II R-3	184	460	6.52	644	6.21	-28.57
UAPIX - Ultrasmall-cap Profund Investor Class	17	173	5.78	190	5.26	-8.95
SLPIX - Small-cap Profund Investor Class	6	6		12		-50.00

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0

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 1 Institutes closed out their positions

Name	Shares	PPS
Ellevest, Inc.	68

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Founders Capital Management	5,000	9.80	5,000	7.40

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