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 38 16.00 16.10 15.72
Previous Quarter 38 17.00 16.10 16.07

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 2 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 1 1 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 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
Emancipation Management LLC 1,193,193
Morgan Stanley 185,105 16.10
MORGAN STANLEY 157,645
Washington Trust Advisors, Inc. 53,432 15.95
Fruth Investment Management 34,800 15.92
Neville Rodie & Shaw Inc 27,999 12.29
Navellier & Associates Inc 22,340 16.11
Bank Of America Corp /de/ 16,825 16.11
Bnp Paribas Arbitrage, Sa 16,457 16.10
Wellington Shields Capital Management, LLC 15,257 16.12
ARS Investment Partners, LLC 11,000 12.27
AE Wealth Management LLC 10,481 16.12
Sunbelt Securities, Inc. 10,000 16.10
JTC Employer Solutions Trusteee Ltd 6,000 16.00
Plante Moran Financial Advisors, LLC 5,932 16.01
UBS Group AG 5,361 16.04
Wells Fargo & Company/mn 5,001 16.20
Advisor Group Holdings, Inc. 3,646 16.18
Royal Bank Of Canada 2,000 16.00
Hillsdale Investment Management Inc. 800 16.25

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
Morgan Stanley 185,105 16.10
Washington Trust Advisors, Inc. 53,432 15.95
Fruth Investment Management 34,800 15.92
Neville Rodie & Shaw Inc 27,999 16.14
Navellier & Associates Inc 22,340 16.11
Bank Of America Corp /de/ 16,825 16.11
Bnp Paribas Arbitrage, Sa 16,457 16.10
Wellington Shields Capital Management, LLC 15,257 16.12
Cliftonlarsonallen Wealth Advisors, Llc 13,254 15.92
ARS Investment Partners, LLC 11,000 16.09
AE Wealth Management LLC 10,481 16.12
Sunbelt Securities, Inc. 10,000 16.10
JTC Employer Solutions Trusteee Ltd 6,000 16.00
Plante Moran Financial Advisors, LLC 5,932 16.01
UBS Group AG 5,361 16.04
Wells Fargo & Company/mn 5,001 16.20
Advisor Group Holdings, Inc. 3,646 16.18
Royal Bank Of Canada 2,000 16.00
Hillsdale Investment Management Inc. 800 16.25
Simplex Trading, Llc 547 14.63

 

Recent Quarter Analysis

Name Shares PPS
Emancipation Management LLC 1,193,193
MORGAN STANLEY 157,645
Name Shares PPS
Cliftonlarsonallen Wealth Advisors, Llc 13,254 15.92
Tsfg, Llc 1
Mutual Advisors, LLC
Proequities, Inc.
Fmr Llc
WASHINGTON TRUST Co
Peapack Gladstone Financial Corp
CX Institutional
Harbour Investments, Inc.
Susquehanna International Group, Llp
Tower Research Capital LLC (TRC)
Name Current Shares Current PPS Previous Shares Previous PPS
Neville Rodie & Shaw Inc 27,999 12.29 27,999 16.14
ARS Investment Partners, LLC 11,000 12.27 11,000 16.09
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
Tsfg, Llc 1
Name Current Shares Current PPS Previous Shares Previous PPS
ARS Investment Partners, LLC 11,000 12.27 11,000 16.09
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