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 2 NaN 0.00 NaN
Previous Quarter 50 0.00 0.10 0.10

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 50 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 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 19,788 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

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
Altium Capital Management LP 5,643,007 0.10
Sargent Investment Group, LLC 670,000 0.11
Renaissance Technologies Llc 512,070 0.10
Sabby Management, Llc 445,899 0.10
Warberg Asset Management LLC 150,000 0.10
Geode Capital Management, Llc 130,017 0.09
Virtu Financial LLC 109,321 0.10
UBS Group AG 100,634 0.10
Two Sigma Securities, Llc 81,638 0.10
Two Sigma Investments, Lp 80,338 0.10
Vanguard Group Inc 77,553 0.10
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 77,553 0.10
Millennium Management Llc 68,338 0.10
Morgan Stanley 65,927 0.09
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 65,337 0.17
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 60,922 0.16
Buckingham Strategic Wealth, Llc 46,000 0.11
Private Advisor Group, LLC 33,500 0.09
Citadel Advisors Llc 28,299 0.11
State Street Corp 28,210 0.11

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Altium Capital Management LP 5,643,007 0.10
Sargent Investment Group, LLC 670,000 0.11
Renaissance Technologies Llc 512,070 0.10
Sabby Management, Llc 445,899 0.10
Warberg Asset Management LLC 150,000 0.10
Geode Capital Management, Llc 130,017 0.09
Virtu Financial LLC 109,321 0.10
UBS Group AG 100,634 0.10
Two Sigma Securities, Llc 81,638 0.10
Two Sigma Investments, Lp 80,338 0.10
Vanguard Group Inc 77,553 0.10
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 77,553 0.10
Millennium Management Llc 68,338 0.10
Morgan Stanley 65,927 0.09
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 65,337 0.17
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 60,922 0.16
Buckingham Strategic Wealth, Llc 46,000 0.11
Private Advisor Group, LLC 33,500 0.09
Citadel Advisors Llc 28,299 0.11
State Street Corp 28,210 0.11
Northern Trust Corp 23,186 0.09
Cetera Advisor Networks LLC 21,642 0.09
First American Trust, Fsb 20,392 0.10
Fmr Llc 20,135 0.10
IWC - iShares Micro-Cap 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 19,295 1.04
Tower Research Capital LLC (TRC) 18,059 0.11
Wells Fargo & Company/mn 16,684 0.12
Buckingham Strategic Partners 10,000 0.10
JETSX - Total Stock Market Index Trust NAV 2,243 0.89
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1,654 1.21
Advisor Group Holdings, Inc. 1,093
BlackRock Inc. 477
Northwestern Mutual Wealth Management Co 62
Evermay Wealth Management Llc 53
Aspire Private Capital, LLC 34
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 16
Lindbrook Capital, Llc 9
Centerpoint Advisors, LLC 9
Bank Of America Corp /de/ 3
Credit Suisse Ag/ 3
Sterling Investment Advisors, Ltd.
Jane Street Group, Llc
Jpmorgan Chase & Co
Gsa Capital Partners Llp
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
INTRACOASTAL CAPITAL, LLC
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
Two Sigma Advisers, Lp
Strategic Wealth Designers
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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 Percentage Decrease
Name

Past Week Analysis

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