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 5 NaN 0.00 NaN
Previous Quarter 156 0.00 0.22 0.22

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 3 149 0 0 0 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 106,503 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
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard 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 8,912,940 0.21
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard 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 3,218,460 0.22
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 1,231,676 0.27
FSKAX - Fidelity Total 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 348,519 0.26
FCFMX - Fidelity Series Total 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 295,999 0.26
VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard 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 169,534 0.21
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 137,039 0.26
SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 107,754 0.22
ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock 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 106,503 0.22
FZIPX - Fidelity ZERO 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 54,525 0.22
Ashfield Capital Partners, LLC 33,353 0.21
Frontier Wealth Management LLC 30,000 0.27
USMIX - Extended Market Index Fund 28,830 0.21
TRZIX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 9,555 0.21
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 8,048 0.25
Wipfli Financial Advisors Llc, 4,500
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3,891 0.26
CoreCap Advisors, LLC 101
ProShare Advisors LLC 0
Tocqueville Asset Management L.p. 0

 

Recent Quarter Analysis

Name Shares PPS
Metropolitan Life Insurance Co/ny 0
MetLife Investment Management, LLC 0
American Portfolios Advisors 0
Name Shares PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard 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 8,912,940 0.21
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard 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 3,218,460 0.22
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 1,231,676 0.27
FSKAX - Fidelity Total 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 348,519 0.26
FCFMX - Fidelity Series Total 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 295,999 0.26
VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard 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 169,534 0.21
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 137,039 0.26
SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 107,754 0.22
ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock 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 106,503 0.22
FZIPX - Fidelity ZERO 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 54,525 0.22
Ashfield Capital Partners, LLC 33,353 0.21
Frontier Wealth Management LLC 30,000 0.27
USMIX - Extended Market Index Fund 28,830 0.21
TRZIX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 9,555 0.21
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 8,048 0.25
Wipfli Financial Advisors Llc, 4,500
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3,891 0.26
CoreCap Advisors, LLC 101
State Board Of Administration Of Florida Retirement System
Beacon Capital Management, LLC
Simplex Trading, Llc
Keystone Wealth Services, LLC
Tocqueville Asset Management L.p.
Requisite Capital Management, LLC
National Bank Of Canada /fi/
Prospera Financial Services Inc
Fmr Llc
Victory Capital Management Inc
Prentice Wealth Management LLC
Atom Investors LP
Morgan Stanley
SG Americas Securities, LLC
Ellevest, Inc.
Voya Investment Management Llc
Schonfeld Strategic Advisors LLC
Renaissance Technologies Llc
Bank Of America Corp /de/
Goldman Sachs Group Inc
Group One Trading, L.p.
Commonwealth Equity Services, Llc
Hartford Financial Management Inc.
Axiom Investment Management LLC
Stifel Financial Corp
Millennium Management Llc
Sabby Management, Llc
PSI Advisors, LLC
IHT Wealth Management, LLC
Royal Bank Of Canada
Northern Trust Corp
Hrt Financial Lp
Two Sigma Investments, Lp
Advisor Group Holdings, Inc.
Regentatlantic Capital Llc
Barclays Plc
American International Group, Inc.
Almanack Investment Partners, LLC.
LMR Partners LLP
Ergoteles LLC
Principal Financial Group Inc
Pnc Financial Services Group, Inc.
California State Teachers Retirement System
Covestor Ltd
Xponance, Inc.
Merit Financial Group, LLC
Two Sigma Securities, Llc
Susquehanna International Group, Llp
Geode Capital Management, Llc
Northwestern Mutual Wealth Management Co
Proequities, Inc.
Guggenheim Active Allocation Fund
Mercer Global Advisors Inc /adv
Mackenzie Financial Corp
Prudential Financial Inc
Manufacturers Life Insurance Company, The
Heritage Wealth Advisors
Amalgamated Bank
Bank of New York Mellon Corp
Raleigh Capital Management Inc.
Tower Research Capital LLC (TRC)
Blair William & Co/il
Curi Wealth Management, LLC
Rhumbline Advisers
FZILX - Fidelity ZERO International 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
Rockefeller Capital Management L.P.
Adage Capital Partners Gp, L.l.c.
Sandhill Capital Partners LLC
State Street Corp
Ghost Tree Capital, LLC
Y-Intercept (Hong Kong) Ltd
Citigroup Inc
Carnegie Capital Asset Management, LLC
AE Wealth Management LLC
Sterling Investment Counsel, LLC
Adviser Investments LLC
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
Cubist Systematic Strategies, LLC
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard 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
UBS Group AG
Gsa Capital Partners Llp
Credit Suisse Ag/
Captrust Financial Advisors
Kcm Investment Advisors Llc
Cutler Group LP
Price T Rowe Associates Inc /md/
Summit X, LLC
Deutsche Bank Ag\
LPL Financial LLC
Citadel Advisors Llc
Two Sigma Advisers, Lp
Squarepoint Ops LLC
Virtu Financial LLC
Ascent Wealth Partners, LLC
Steward Partners Investment Advisory, Llc
Valeo Financial Advisors, LLC
Bnp Paribas Arbitrage, Sa
J.w. Cole Advisors, Inc.
Jpmorgan Chase & Co
Bank Of Montreal /can/
MCF Advisors LLC
ODonnell Financial Services, LLC
Metropolitan Life Insurance Co/ny
Private Advisor Group, LLC
Raymond James & Associates
American Portfolios Advisors
MetLife Investment Management, LLC
Invesco Ltd.
High Net Worth Advisory Group LLC
Nuveen Asset Management, LLC
Journey Strategic Wealth Llc
Ameritas Investment Partners, Inc.
Rothschild Investment Corp /il
TCI Wealth Advisors, Inc.
ProShare Advisors LLC
Laurion Capital Management LP
Gateway Advisory, LLC
Vanguard Group Inc
Charles Schwab Investment Management Inc
New York State Common Retirement Fund
D. E. Shaw & Co., Inc.
Wells Fargo & Company/mn
Point72 Hong Kong Ltd
Orbimed Advisors Llc
Alliancebernstein L.p.
Legal & General Group Plc
Wedbush Securities Inc
BlackRock Inc.
Man Group plc
Boothbay Fund Management, Llc
Qube Research & Technologies Ltd
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 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