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 | 24 | NaN | 0.00 | NaN |
| Previous Quarter | 44 | 0.00 | 0.20 | 0.15 |
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 | 41 | 0 | 0 | 0 | 0 |
| 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 | 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Renaissance Technologies Llc | 0 | |
| D.a. Davidson & Co. | 0 | |
| Jane Street Group, Llc | 0 | |
| BlackRock Inc. | 0 | |
| Two Sigma Securities, Llc | 0 | |
| Simplex Trading, Llc | 0 | |
| GWM Advisors LLC | 0 | |
| 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 | 0 | |
| Geode Capital Management, Llc | 0 | |
| Northern Trust Corp | 0 | |
| Proequities, Inc. | 0 | |
| Advisor Group Holdings, Inc. | 0 | |
| Proequities, Inc. | 0 | |
| Bank Of Montreal /can/ | 0 | |
| Foundry Group Next, LLC | 0 | |
| State Street Corp | 0 | |
| 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 | 0 | |
| Vanguard Group Inc | 0 | |
| 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 | 0 | |
| UBS Group AG | 0 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Foundry Group, LLC | 7,839,509 | 0.15 |
| 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 | 25,309 | 0.20 |
| 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 | 15,734 | 0.19 |
| 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 | 14,552 | 0.21 |
| Bank Of Montreal /can/ | 13,000 | 0.23 |
| CCSO - Carbon Collective Climate Solutions U.S. Equity ETF | 228 | |
| BlackRock Inc. | 0 | |
| Cetera Advisor Networks LLC | 0 | |
| Ergoteles LLC | 0 | |
| Two Sigma Securities, Llc | 0 | |
| Citigroup Inc | 0 | |
| Vivaldi Capital Management, LLC | 0 | |
| Hrt Financial Lp | 0 | |
| Group One Trading, L.p. | 0 | |
| Simplex Trading, Llc | 0 | |
| Proequities, Inc. | 0 | |
| Simplex Trading, Llc | 0 | |
| Proequities, Inc. | 0 | |
| GWM Advisors LLC | 0 | |
| Northern Trust Corp | 0 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Foundry Group, LLC | 7,839,509 | 0.15 |
| 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 | 25,309 | 0.20 |
| 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 | 15,734 | 0.19 |
| 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 | 14,552 | 0.21 |
| Bank Of Montreal /can/ | 13,000 | 0.23 |
| CCSO - Carbon Collective Climate Solutions U.S. Equity ETF | 228 | |
| Gyroscope Capital Management Group, Llc | ||
| Hrt Financial Lp | ||
| Group One Trading, L.p. | ||
| Citadel Advisors Llc | ||
| Virtu Financial LLC | ||
| Cetera Advisor Networks LLC | ||
| Vivaldi Capital Management, LLC | ||
| Goldman Sachs Group Inc | ||
| Millennium Management Llc | ||
| Blackstone Group Inc | ||
| Ergoteles LLC | ||
| Foundry Group Select Fund, L.P. | ||
| GWM Advisors LLC | ||
| Foundry Group Next, LLC | ||
| Northern Trust Corp | ||
| 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 | ||
| Renaissance Technologies Llc | ||
| BlackRock Inc. | ||
| Simplex Trading, Llc | ||
| Wells Fargo & Company/mn | ||
| Two Sigma Securities, Llc | ||
| Advisor Group Holdings, Inc. | ||
| Vanguard Group Inc | ||
| UBS Group AG | ||
| Advisory Services Network, LLC | ||
| StepStone Group LP | ||
| Morgan Stanley | ||
| Geode Capital Management, Llc | ||
| D.a. Davidson & Co. | ||
| Citigroup Inc | ||
| 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 | ||
| State Street Corp | ||
| Susquehanna International Group, Llp | ||
| Jane Street Group, Llc | ||
| 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 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Proequities, Inc. | 0 |
| 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 |
|---|
| 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 | 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 |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
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