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 132 198.00 18.83 54.11
Previous Quarter 145 190.00 18.83 54.11

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 0 27 7 0 2 1
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 7 0 2 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
Orion Portfolio Solutions, LLC 3,484,022 17.53
Brinker Capital Investments, LLC 3,484,022 18.83
Pitcairn Co 881,000 18.83
LPL Financial LLC 727,545 18.83
Commonwealth Equity Services, Llc 679,786 18.83
Pekin Hardy Strauss, Inc. 559,728 18.83
Envestnet Asset Management Inc 532,296 18.83
Van Eck Associates Corp 494,998 18.83
Cadence Wealth Management LLC 482,517 38.35
RAAX - VanEck Vectors Real Asset Allocation ETF 473,949 18.83
Barber Financial Group, Inc. 382,335 18.83
Merk Investments LLC 374,799 18.83
HighTower Advisors, LLC 367,796 18.82
Starfox Financial Services, LLC 363,938 17.85
Advisor Group Holdings, Inc. 333,343 19.78
Lifeworks Advisors, LLC 325,422 18.83
Raymond James & Associates 287,450 18.83
Raymond James Financial Services Advisors, Inc. 281,636 18.83
Ameriprise Financial Inc 249,979 18.83
SILVER OAK SECURITIES, Inc 227,293 18.88

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
Brinker Capital Investments, LLC 3,484,022 18.83
Orion Portfolio Solutions, LLC 3,484,022 18.83
Pitcairn Co 881,000 18.83
LPL Financial LLC 727,545 18.83
Commonwealth Equity Services, Llc 679,786 18.83
Pekin Hardy Strauss, Inc. 559,728 18.83
Envestnet Asset Management Inc 532,296 18.83
Van Eck Associates Corp 494,998 18.83
Cadence Wealth Management LLC 482,517 38.35
RAAX - VanEck Vectors Real Asset Allocation ETF 473,949 18.83
Barber Financial Group, Inc. 382,335 18.83
Merk Investments LLC 374,799 18.83
HighTower Advisors, LLC 367,796 18.82
Starfox Financial Services, LLC 363,938 17.85
Advisor Group Holdings, Inc. 333,343 19.78
Lifeworks Advisors, LLC 325,422 18.83
Raymond James & Associates 287,450 18.83
Raymond James Financial Services Advisors, Inc. 281,636 18.83
Ameriprise Financial Inc 249,979 18.83
SILVER OAK SECURITIES, Inc 227,293 18.88

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Ameritas Investment Corp 43,450 0.02
Stonnington Group, Llc 15,700 18.98
Alexandria Capital, LLC 12,135 17.06
Wealth Quarterback LLC 8,634
Covington Capital Management 427 18.74
Cutler Group LP 200
Selective Wealth Management, Inc.
Strategic Wealth Advisors Group, LLC
Ironsides Asset Advisors, LLC
Lake Street Advisors Group, Llc
Cullen/frost Bankers, Inc.
Terra Nova Asset Management LLC
Snowden Capital Advisors LLC
Titus Wealth Management
Flow Traders U.s. Llc
Hrt Financial Lp
Harbour Investments, Inc.
White Pine Investment CO
Pathstone Family Office, Llc
Hilltop Holdings Inc.
U.S. Capital Wealth Advisors, LLC
Group One Trading, L.p.
Fagan Associates, Inc.
UBS Group AG
Susquehanna International Group, Llp
Jane Street Group, Llc
Wintrust Investments Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Orion Portfolio Solutions, LLC 3,484,022 17.53 3,484,022 18.83
PDS Planning, Inc 167,778 17.53 167,778 18.83
SFG Wealth Management, LLC. 139,953 17.53 221,791 18.83
Smart Money Group LLC 65,624 17.52 45,365 18.83
Cambridge Investment Research Advisors, Inc. 58,790 17.54 46,104 18.83
Procyon Private Wealth Partners, LLC 29,000 17.52 29,000 18.83
Raymond James Trust N.a. 10,141 17.55 10,141 18.83
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Smart Money Group LLC 20,259 65,624 17.52 45,365 18.83 44.66
Cambridge Investment Research Advisors, Inc. 12,686 58,790 17.54 46,104 18.83 27.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
SFG Wealth Management, LLC. 81,838 139,953 17.53 221,791 18.83 -36.90
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Proequities, Inc. 0
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
Name Current Shares Current PPS Previous Shares Previous PPS
Orion Portfolio Solutions, LLC 3,484,022 17.53 3,484,022 18.83
PDS Planning, Inc 167,778 17.53 167,778 18.83
SFG Wealth Management, LLC. 139,953 17.53 221,791 18.83
Smart Money Group LLC 65,624 17.52 45,365 18.83
Cambridge Investment Research Advisors, Inc. 58,790 17.54 46,104 18.83
Procyon Private Wealth Partners, LLC 29,000 17.52 29,000 18.83
Raymond James Trust N.a. 10,141 17.55 10,141 18.83
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Smart Money Group LLC 20,259 65,624 17.52 45,365 18.83 44.66
Cambridge Investment Research Advisors, Inc. 12,686 58,790 17.54 46,104 18.83 27.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
SFG Wealth Management, LLC. 81,838 139,953 17.53 221,791 18.83 -36.90
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