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	117	14.00	14.43	14.36
Previous Quarter	122	14.00	14.43	14.39

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	1	27	11	1	5	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	9	0	4	1
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
FIRST TRUST PORTFOLIOS LP	2,104,461
UBS Group AG	701,309	14.43
Wells Fargo & Company/mn	610,896	14.43
1607 Capital Partners, LLC	595,288	14.43
Morgan Stanley	538,387	14.43
Hennion & Walsh Asset Management, Inc.	408,292	14.43
Bank Of America Corp /de/	366,255	14.43
Rivernorth Capital Management, Llc	295,630	14.43
Guggenheim Capital Llc	293,230	14.43
Baird Financial Group, Inc.	264,082	14.43
United Capital Financial Advisers, Llc	253,173	14.43
Tortoise Investment Management, LLC	247,604	14.43
Van Eck Associates Corp	244,359	14.43
XMPT - VanEck Vectors CEF Municipal Income ETF	228,420	13.70
Allspring Global Investments Holdings, LLC	224,420	14.43
RiverNorth Managed Duration Municipal Income Fund II, Inc.	204,824	14.43
Putnam Fl Investment Management Co	190,364	14.43
Commonwealth Equity Services, Llc	150,398	14.43
Cambridge Investment Research Advisors, Inc.	143,902	13.69
Coastal Investment Advisors, Inc.	139,425	14.43

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
UBS Group AG	701,309	14.43
Wells Fargo & Company/mn	610,896	14.43
1607 Capital Partners, LLC	595,288	14.43
Morgan Stanley	538,387	14.43
Hennion & Walsh Asset Management, Inc.	408,292	14.43
Bank Of America Corp /de/	366,255	14.43
Rivernorth Capital Management, Llc	295,630	14.43
Guggenheim Capital Llc	293,230	14.43
Baird Financial Group, Inc.	264,082	14.43
United Capital Financial Advisers, Llc	253,173	14.43
Tortoise Investment Management, LLC	247,604	14.43
Van Eck Associates Corp	244,359	14.43
Allspring Global Investments Holdings, LLC	224,420	14.43
RiverNorth Managed Duration Municipal Income Fund II, Inc.	204,824	14.43
XMPT - VanEck Vectors CEF Municipal Income ETF	199,082	15.12
Putnam Fl Investment Management Co	190,364	14.43
Commonwealth Equity Services, Llc	150,398	14.43
Coastal Investment Advisors, Inc.	139,425	14.43
Cambridge Investment Research Advisors, Inc.	138,989	14.43
Pnc Financial Services Group, Inc.	131,256	14.43

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	2,104,461

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	25,000	1.00
Bromfield Sneider Wealth Advisors	4,265	14.54
Sonora Investment Management, LLC	1,200	17.50
IVC Wealth Advisors LLC
Oakworth Capital, Inc.
55i, Llc
Moisand Fitzgerald Tamayo, LLC
King Luther Capital Management Corp
Thomas J. Herzfeld Advisors, Inc.
Proequities, Inc.
Millennium Management Llc
Salem Investment Counselors Inc
Mariner Investment Group Llc
Lloyd Park, LLC
Jane Street Group, Llc
Jacobi Capital Management LLC
Spire Wealth Management
National Asset Management, Inc.
Whittier Trust Co Of Nevada Inc
Pittenger & Anderson Inc
EverSource Wealth Advisors, LLC
CoreCap Advisors, LLC
Ackerman Capital Advisors, LLC
First Horizon Advisors, Inc.
Kestra Advisory Services, LLC
Bank of New York Mellon Corp
Equitable Holdings, Inc.

Recent Quarter 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF	228,420	13.70	199,082	15.12
Cambridge Investment Research Advisors, Inc.	143,902	13.69	138,989	14.43
Danda Trouve Investment Management, Inc.	68,079	13.69	67,804	14.42
Capital Investment Advisors, LLC	57,143	13.68	57,143	14.44
Raymond James Trust N.a.	32,399	13.70	29,981	14.44
Sightline Wealth Advisors, LLC	16,007	13.68	15,905	14.46
Midwest Heritage Bank, FSB	15,865	13.68	15,865	14.43
Private Advisor Group, LLC	15,250	13.70	34,088	14.43
Pinnacle Bancorp, Inc.	4,491	13.58	4,491	14.47
CVA Family Office, LLC	1,285	14.01	1,285	14.79
Financial Management Professionals, Inc.	666	13.51	666	15.02

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Covington Capital Management	200	15.00	3,056	14.40

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
XMPT - VanEck Vectors CEF Municipal Income ETF	29,338	228,420	13.70	199,082	15.12	14.74
Cambridge Investment Research Advisors, Inc.	4,913	143,902	13.69	138,989	14.43	3.53
Raymond James Trust N.a.	2,418	32,399	13.70	29,981	14.44	8.07
Danda Trouve Investment Management, Inc.	275	68,079	13.69	67,804	14.42	0.41
Sightline Wealth Advisors, LLC	102	16,007	13.68	15,905	14.46	0.64

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	18,838	15,250	13.70	34,088	14.43	-55.26
Covington Capital Management	2,856	200	15.00	3,056	14.40	-93.46

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 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	143,902	13.69	138,989	14.43
Danda Trouve Investment Management, Inc.	68,079	13.69	67,804	14.42
Raymond James Trust N.a.	32,399	13.70	29,981	14.44
Sightline Wealth Advisors, LLC	16,007	13.68	15,905	14.46
Midwest Heritage Bank, FSB	15,865	13.68	15,865	14.43
Private Advisor Group, LLC	15,250	13.70	34,088	14.43
Pinnacle Bancorp, Inc.	4,491	13.58	4,491	14.47
CVA Family Office, LLC	1,285	14.01	1,285	14.79
Financial Management Professionals, Inc.	666	13.51	666	15.02

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	4,913	143,902	13.69	138,989	14.43	3.53
Raymond James Trust N.a.	2,418	32,399	13.70	29,981	14.44	8.07
Danda Trouve Investment Management, Inc.	275	68,079	13.69	67,804	14.42	0.41
Sightline Wealth Advisors, LLC	102	16,007	13.68	15,905	14.46	0.64

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	18,838	15,250	13.70	34,088	14.43	-55.26

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