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	53	12.00	12.46	12.42
Previous Quarter	56	12.00	12.46	12.47

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	4	17	6	0	1	3
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	1	0	4	0	0	3
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
Sit Investment Associates Inc	941,376	12.46
SIT INVESTMENT ASSOCIATES INC	786,329
Parametric Portfolio Associates Llc	485,134	12.46
UBS Group AG	304,252	12.46
Centaurus Financial, Inc.	238,871	12.46
PCEF - Invesco CEF Income Composite ETF	187,193	13.43
Invesco Ltd.	163,875	12.46
First Foundation Advisors	128,202	12.46
FFBYX - First Foundation Fixed Income Fund Class Y	115,065	12.46
LPL Financial LLC	86,049	12.46
Morgan Stanley	82,636	12.46
GWM Advisors LLC	82,406	12.46
Advisor Group Holdings, Inc.	70,044	12.46
Cetera Advisors LLC	67,792	12.46
Shaker Financial Services, LLC	60,997	12.46
Ford Financial Group, LLC	59,384	10.88
Baird Financial Group, Inc.	56,007	12.46
Commonwealth Equity Services, Llc	51,300	10.88
Seacrest Wealth Management, Llc	42,572	12.45
Hilltop Holdings Inc.	36,397	12.47

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
Sit Investment Associates Inc	941,376	12.46
Parametric Portfolio Associates Llc	485,134	12.46
UBS Group AG	304,252	12.46
Centaurus Financial, Inc.	238,871	12.46
PCEF - Invesco CEF Income Composite ETF	187,193	13.43
Invesco Ltd.	163,875	12.46
First Foundation Advisors	128,202	12.46
FFBYX - First Foundation Fixed Income Fund Class Y	115,065	12.46
LPL Financial LLC	86,049	12.46
Morgan Stanley	82,636	12.46
GWM Advisors LLC	82,406	12.46
Advisor Group Holdings, Inc.	70,044	12.46
Cetera Advisors LLC	67,792	12.46
Mid Atlantic Financial Management Inc/adv	67,506	14.58
Shaker Financial Services, LLC	60,997	12.46
Ford Financial Group, LLC	59,228	12.44
Baird Financial Group, Inc.	56,007	12.46
Commonwealth Equity Services, Llc	54,089	12.44
Seacrest Wealth Management, Llc	42,572	12.45
Hilltop Holdings Inc.	36,397	12.47

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
SIT INVESTMENT ASSOCIATES INC	786,329
Next Capital Management LLC	32,556	10.87
Foundations Investment Advisors, LLC	29,256	11.11
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0

Recent Quarter 17 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	67,506	14.58
Moors & Cabot, Inc.	25,000	1.04
Vectors Research Management, LLC
Carolinas Wealth Consulting Llc
Advisory Services Network, LLC
Panagora Asset Management Inc
Alpine Global Management, LLC
Wagner Wealth Management, Llc
Truist Financial Corp
Raymond James Financial Services Advisors, Inc.
Fmr Llc
FourThought Financial, LLC
CoreCap Advisors, LLC
SG3 Management, LLC
Citigroup Inc
Virtu Financial LLC
Proequities, Inc.

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ford Financial Group, LLC	59,384	10.88	59,228	12.44
Commonwealth Equity Services, Llc	51,300	10.88	54,089	12.44
Wedbush Securities Inc	14,800	10.88	16,100	12.48
Edge Wealth Management LLC	14,650	10.92	20,465	12.46
Geneos Wealth Management Inc.	845	10.65	845	11.83
Financial Management Professionals, Inc.	500	10.00	500	12.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Ford Financial Group, LLC	156	59,384	10.88	59,228	12.44	0.26

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Edge Wealth Management LLC	5,815	14,650	10.92	20,465	12.46	-28.41
Commonwealth Equity Services, Llc	2,789	51,300	10.88	54,089	12.44	-5.16
Wedbush Securities Inc	1,300	14,800	10.88	16,100	12.48	-8.07

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 1 New Institutes added position

Name	Shares	PPS
Next Capital Management LLC	32,556	10.87

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	51,300	10.88	54,089	12.44
Wedbush Securities Inc	14,800	10.88	16,100	12.48
Edge Wealth Management LLC	14,650	10.92	20,465	12.46
Geneos Wealth Management Inc.	845	10.65	845	11.83

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Edge Wealth Management LLC	5,815	14,650	10.92	20,465	12.46	-28.41
Commonwealth Equity Services, Llc	2,789	51,300	10.88	54,089	12.44	-5.16
Wedbush Securities Inc	1,300	14,800	10.88	16,100	12.48	-8.07

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