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 0 NaN 0.00 NaN
Previous Quarter 103 12.00 12.34 11.91

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 0 103 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 1,289 0.01 12.41 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
Nomura Holdings Inc 827,686 11.23
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 241,136 12.44
IWM - iShares Russell 2000 ETF 226,899 12.44
State Street Corp 166,049 12.44
VEXMX - Vanguard Extended Market Index Fund Investor Shares 135,998 12.44
IWO - iShares Russell 2000 Growth ETF 85,277 12.44
FSSNX - Fidelity Small Cap Index Fund 54,420 12.24
ITOT - iShares Core S&P Total U.S. Stock Market ETF 52,646 12.44
OTA Financial Group L.P. 35,199 11.11
IWC - iShares Micro-Cap ETF 25,431 12.43
SWSSX - Schwab Small-Cap Index Fund 23,384 12.23
VBINX - Vanguard Balanced Index Fund Investor Shares 17,600 12.44
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17,032 12.45
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 15,154 12.47
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 15,002 12.27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 13,400 12.46
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 11,094 12.44
QCSTRX - Stock Account Class R1 10,409 12.39
IWN - iShares Russell 2000 Value ETF 8,218 12.41
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7,332 12.41

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Nomura Holdings Inc 827,686 11.23
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 241,136 12.44
IWM - iShares Russell 2000 ETF 226,899 12.44
State Street Corp 166,049 12.44
VEXMX - Vanguard Extended Market Index Fund Investor Shares 135,998 12.44
IWO - iShares Russell 2000 Growth ETF 85,277 12.44
FSSNX - Fidelity Small Cap Index Fund 54,420 12.24
ITOT - iShares Core S&P Total U.S. Stock Market ETF 52,646 12.44
OTA Financial Group L.P. 35,199 11.11
IWC - iShares Micro-Cap ETF 25,431 12.43
SWSSX - Schwab Small-Cap Index Fund 23,384 12.23
VBINX - Vanguard Balanced Index Fund Investor Shares 17,600 12.44
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17,032 12.45
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 15,154 12.47
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 15,002 12.27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 13,400 12.46
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 11,094 12.44
QCSTRX - Stock Account Class R1 10,409 12.39
IWN - iShares Russell 2000 Value ETF 8,218 12.41
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7,332 12.41
NSIDX - Northern Small Cap Index Fund 5,938 12.46
SWTSX - Schwab Total Stock Market Index Fund 5,211 12.28
GABCX - The Gabelli Abc Fund Class Aaa 5,000 12.40
Css Llc/il 4,100 11.22
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 3,889 12.34
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,011 12.29
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 2,500 12.40
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,308 12.56
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 2,200 12.27
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,874 12.27
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,775 12.39
Legal & General Group Plc 1,711 11.10
SSMHX - State Street Small/mid Cap Equity Index Portfolio 1,600 12.50
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,551 12.25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,545 12.30
MCJAX - MM Russell 2000 Small Cap Index Fund Class A 1,540 12.34
TCOEX - Tactical Offensive Equity Fund 1,493 12.06
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 1,289 12.41
PNASX - SmallCap Growth Fund I R-1 1,245 12.05
GMRAX - Nationwide Small Cap Index Fund Class A 1,192 12.58
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,085 11.98
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 895 12.29
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 583 12.01
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 526 13.31
FLXSX - Fidelity Flex Small Cap Index Fund 510 11.76
PENN SERIES FUNDS INC - Small Cap Index Fund 500 12.00
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 487 12.32
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 467 12.85
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 415 12.05
HCSCX - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 246 12.20
BBVSX - Bridge Builder Small/Mid Cap Value Fund 244 12.30
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 123 16.26
FECGX - Fidelity Small Cap Growth Index Fund 114 8.77
SASAX - AIG Small-Cap Fund A Shares 102 9.80
TRZIX - T. Rowe Price Small-Cap Index Fund 27
FISVX - Fidelity Small Cap Value Index Fund 8
Panagora Asset Management Inc
LPL Financial LLC
Goldman Sachs Group Inc
Jpmorgan Chase & Co
Chicago Capital Management, LLC
Bank Of Montreal /can/
Walleye Trading LLC
Beryl Capital Management LLC
Vanguard Group Inc
Candriam Luxembourg S.C.A.
California State Teachers Retirement System
Deutsche Bank Ag\
Strs Ohio
Barclays Plc
Monashee Investment Management LLC
New York State Common Retirement Fund
Tower Research Capital LLC (TRC)
Proequities, Inc.
Millennium Management Llc
Ameritas Investment Partners, Inc.
Bank Of America Corp /de/
Dupont Capital Management Corp
Balyasny Asset Management Llc
Ladenburg Thalmann Financial Services Inc
Bnp Paribas Arbitrage, Sa
HMEAX - Highland Merger Arbitrage Fund Class A
Royal Bank Of Canada
Renaissance Technologies Llc
Prelude Capital Management, Llc
UBS Group AG
American International Group, Inc.
Fort Baker Capital Management LP
Citigroup Inc
Charles Schwab Investment Management Inc
Monarch Partners Asset Management LLC
Highland Capital Management Fund Advisors, L.p.
Northern Trust Corp
Alberta Investment Management Corp
BlackRock Inc.
Wells Fargo & Company/mn
Geode Capital Management, Llc
GAM Holding AG
K2 Principal Fund, L.p.
Morgan Stanley
Nuveen Asset Management, LLC
Bank of New York Mellon Corp
Skandinaviska Enskilda Banken AB (publ)
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