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	101	7.00	7.23	6.99
Previous Quarter	106	7.00	7.24	7.49

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	2	25	16	1	11	5
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	3	1	3	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 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
YYY - Amplify High Income ETF	1,598,747	6.84
Penserra Capital Management LLC	1,576,935	7.24
Morgan Stanley	1,138,579	7.24
Enstar Group LTD	624,420	7.24
DALT - Anfield Capital Diversified Alternatives ETF	368,749	6.84
Delphi Financial Group, Inc.	355,757	7.24
Advisor Group Holdings, Inc.	307,621	6.62
Wiley Bros.-aintree Capital, Llc	304,148	5.68
LPL Financial LLC	297,793	7.24
Commonwealth Equity Services, Llc	286,871	5.68
Thomas J. Herzfeld Advisors, Inc.	258,759	7.24
Wedbush Securities Inc	219,598	5.68
VPC - Virtus Private Credit Strategy ETF	154,161	6.84
Virtus ETF Advisers LLC	154,126	7.24
Camden Capital, LLC	147,485	7.24
Citadel Advisors Llc	144,802	7.24
Western Wealth Management, LLC	115,631	6.05
Jump Financial, LLC	113,000	7.24
Pnc Financial Services Group, Inc.	112,310	7.25
Alpha Cubed Investments, LLC	92,538	5.68

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
YYY - Amplify High Income ETF	1,614,327	8.28
Penserra Capital Management LLC	1,576,935	7.24
Morgan Stanley	1,138,579	7.24
Enstar Group LTD	624,420	7.24
Delphi Financial Group, Inc.	355,757	7.24
DALT - Anfield Capital Diversified Alternatives ETF	328,751	8.28
Advisor Group Holdings, Inc.	307,621	6.62
LPL Financial LLC	297,793	7.24
Wiley Bros.-aintree Capital, Llc	288,638	7.24
Commonwealth Equity Services, Llc	278,248	7.24
Thomas J. Herzfeld Advisors, Inc.	258,759	7.24
VPC - Virtus Private Credit Strategy ETF	163,314	8.28
Virtus ETF Advisers LLC	154,126	7.24
Camden Capital, LLC	147,485	7.24
Citadel Advisors Llc	144,802	7.24
Wedbush Securities Inc	136,330	7.24
Western Wealth Management, LLC	121,185	7.24
Jump Financial, LLC	113,000	7.24
Pnc Financial Services Group, Inc.	112,310	7.25
Mid Atlantic Financial Management Inc/adv	95,900	7.21

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Beacon Financial Advisory LLC	11,377	5.71
Allworth Financial LP	2,500	5.60

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	95,900	7.21
Moors & Cabot, Inc.	25,000	1.00
Koshinski Asset Management, Inc.	8,011	7.24
Money Concepts Capital Corp	1,940	7.22
Advisory Services Network, LLC
Baystate Wealth Management LLC
Wagner Wealth Management, Llc
Proequities, Inc.
Atlas Private Wealth Advisors
D'Orazio & Associates, Inc.
Clough Capital Partners L P
Squarepoint Ops LLC
Virtu Financial LLC
Northwestern Mutual Wealth Management Co
CoreCap Advisors, LLC
Deutsche Bank Ag\
Anfield Capital Management, LLC
Nomura Holdings Inc
FNY Investment Advisers, LLC
Millennium Management Llc
Arlington Capital Management, Inc.
Bedel Financial Consulting, Inc.
Alternative Strategies Fund
DCM Advisors, LLC
Horizon Financial Services, Llc

Recent Quarter 16 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	1,598,747	6.84	1,614,327	8.28
DALT - Anfield Capital Diversified Alternatives ETF	368,749	6.84	328,751	8.28
Wiley Bros.-aintree Capital, Llc	304,148	5.68	288,638	7.24
Commonwealth Equity Services, Llc	286,871	5.68	278,248	7.24
Wedbush Securities Inc	219,598	5.68	136,330	7.24
VPC - Virtus Private Credit Strategy ETF	154,161	6.84	163,314	8.28
Western Wealth Management, LLC	115,631	6.05	121,185	7.24
Alpha Cubed Investments, LLC	92,538	5.68	85,885	7.24
Geneos Wealth Management Inc.	60,027	5.70	60,027	7.23
Private Advisor Group, LLC	58,448	5.68	34,088	7.25
All Season Financial Advisors, Inc.	51,516	5.69	50,894	7.23
Cambridge Investment Research Advisors, Inc.	46,271	5.68	46,863	7.23
Sage Capital Advisors,llc	36,967	5.68	34,710	7.14
Claybrook Capital, LLC	28,816	5.69	20,816	7.25
Tompkins Financial Corp	16,000	5.69	16,000	7.25
Worth Asset Management, LLC	900	5.56	1,250	6.40

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Spire Wealth Management	300	6.67	0

Recent Quarter 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wedbush Securities Inc	83,268	219,598	5.68	136,330	7.24	61.08
DALT - Anfield Capital Diversified Alternatives ETF	39,998	368,749	6.84	328,751	8.28	12.17
Private Advisor Group, LLC	24,360	58,448	5.68	34,088	7.25	71.46
Wiley Bros.-aintree Capital, Llc	15,510	304,148	5.68	288,638	7.24	5.37
Commonwealth Equity Services, Llc	8,623	286,871	5.68	278,248	7.24	3.10
Claybrook Capital, LLC	8,000	28,816	5.69	20,816	7.25	38.43
Alpha Cubed Investments, LLC	6,653	92,538	5.68	85,885	7.24	7.75
Sage Capital Advisors,llc	2,257	36,967	5.68	34,710	7.14	6.50
All Season Financial Advisors, Inc.	622	51,516	5.69	50,894	7.23	1.22
Spire Wealth Management	300	300	6.67	0		0.00
AdvisorNet Financial, Inc	2	43		41		4.88

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
YYY - Amplify High Income ETF	15,580	1,598,747	6.84	1,614,327	8.28	-0.97
VPC - Virtus Private Credit Strategy ETF	9,153	154,161	6.84	163,314	8.28	-5.60
Western Wealth Management, LLC	5,554	115,631	6.05	121,185	7.24	-4.58
Cambridge Investment Research Advisors, Inc.	592	46,271	5.68	46,863	7.23	-1.26
Worth Asset Management, LLC	350	900	5.56	1,250	6.40	-28.00

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
Beacon Financial Advisory LLC	11,377	5.71

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wedbush Securities Inc	219,598	5.68	136,330	7.24
Alpha Cubed Investments, LLC	92,538	5.68	85,885	7.24
Geneos Wealth Management Inc.	60,027	5.70	60,027	7.23

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Spire Wealth Management	300	6.67	0

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wedbush Securities Inc	83,268	219,598	5.68	136,330	7.24	61.08
Alpha Cubed Investments, LLC	6,653	92,538	5.68	85,885	7.24	7.75
Spire Wealth Management	300	300	6.67	0		0.00

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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