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 | 2 | NaN | 0.00 | NaN |
Previous Quarter | 37 | 1.00 | 0.49 | 0.49 |
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 | 34 | 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 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 | 1,207 | 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 |
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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 | 421,504 | 0.49 |
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 | 286,551 | 0.49 |
Regentatlantic Capital Llc | 34,387 | 0.49 |
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 | 1,207 | 0.83 |
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 | 163 | |
Huntington National Bank | 1 | |
Avidity Partners Management LP | 0 | |
Tower Research Capital LLC (TRC) | 0 | |
State Street Corp | 0 | |
Morgan Stanley | 0 | |
Renaissance Technologies Llc | 0 | |
BlackRock Inc. | 0 | |
Virtu Financial LLC | 0 | |
Proequities, Inc. | 0 | |
Moloney Securities Asset Management, LLC | 0 | |
Proequities, Inc. | 0 | |
Long Focus Capital Management, Llc | 0 | |
Northwestern Mutual Wealth Management Co | 0 | |
Geode Capital Management, Llc | 0 | |
Schonfeld Strategic Advisors LLC | 0 |
Name | Shares | PPS |
---|
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 | 421,504 | 0.49 |
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 | 286,551 | 0.49 |
Regentatlantic Capital Llc | 34,387 | 0.49 |
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 | 1,207 | 0.83 |
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 | 163 | |
Virtu Financial LLC | ||
Geode Capital Management, Llc | ||
Salzhauer Michael | ||
Northwestern Mutual Wealth Management Co | ||
Susquehanna International Group, Llp | ||
Renaissance Technologies Llc | ||
Long Focus Capital Management, Llc | ||
Northern Trust Corp | ||
Sandbox Financial Partners, LLC | ||
Proequities, Inc. | ||
Schonfeld Strategic Advisors LLC | ||
Tocqueville Asset Management L.p. | ||
Wells Fargo & Company/mn | ||
Moloney Securities Asset Management, LLC | ||
One68 Global Capital, LLC | ||
D.a. Davidson & Co. | ||
Bank of New York Mellon Corp | ||
Vanguard Group Inc | ||
Citadel Advisors Llc | ||
BlackRock Inc. | ||
Group One Trading, L.p. | ||
Avidity Partners Management LP | ||
Tower Research Capital LLC (TRC) | ||
Morgan Stanley | ||
State Street Corp | ||
Venture Visionary Partners LLC | ||
Simplex Trading, Llc | ||
Advisor Group Holdings, Inc. | ||
Bank Of America Corp /de/ |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Puts |
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Name | Current Calls |
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Name |
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Name | Previous Puts |
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Name | Previous Calls |
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Name |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Name |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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Name |
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Name | Shares | PPS |
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Name | Shares | PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Puts |
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Name | Current Calls |
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Name |
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Name | Previous Puts |
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Name | Previous Calls |
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Name |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Name |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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Name |
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