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	28	1.00	1.45	0.86
Previous Quarter	33	2.00	2.11	2.11

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	2	27	4	0	1	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	1	3	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	222,303	0.00	0.00
Previous Quarter	28,723	0.00	0.00	450,704	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
Cullen Michael T.	873,318
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	196,590	0.66
IWC - iShares Micro-Cap ETF	27,061	2.11
VEXMX - Vanguard Extended Market Index Fund Investor Shares	20,608	0.68
FSMAX - Fidelity Extended Market Index Fund	6,913	1.45
FNCMX - Fidelity Nasdaq Composite Index Fund	5,902	1.52
VBINX - Vanguard Balanced Index Fund Investor Shares	5,105	0.59
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	1,662	2.41
Geode Capital Management, Llc	0
Boothbay Fund Management, Llc	0
Morgan Stanley	0
Wells Fargo & Company/mn	0
Advisor Group Holdings, Inc.	0
Fieldpoint Private Securities, LLC	0
Murchinson Ltd.	0
Proequities, Inc.	0
Verition Fund Management LLC	0
Tower Research Capital LLC (TRC)	0
UBS Group AG	0
Vanguard Group Inc	0

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
Ikarian Capital, LLC	355,959	2.11
Vanguard Group Inc	228,401	2.11
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	196,590	2.11
Fieldpoint Private Securities, LLC	62,621	2.11
Brand Asset Management Group, Inc.	57,144	2.12
Boothbay Fund Management, Llc	34,018	2.12
BlackRock Inc.	28,723	2.12
IWC - iShares Micro-Cap ETF	27,061	2.11
Buckingham Strategic Wealth, Llc	24,927	2.13
VEXMX - Vanguard Extended Market Index Fund Investor Shares	20,608	2.09
Verition Fund Management LLC	20,000	2.10
Geode Capital Management, Llc	13,958	2.08
Morgan Stanley	12,500	2.08
VBINX - Vanguard Balanced Index Fund Investor Shares	5,105	2.15
FSMAX - Fidelity Extended Market Index Fund	5,033	1.99
Advisor Group Holdings, Inc.	3,115	2.25
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	1,662	2.41
UBS Group AG	1,400	2.14
Tower Research Capital LLC (TRC)	1,372	2.19
Northwestern Mutual Wealth Management Co	633	1.58

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Cullen Michael T.	873,318
FNCMX - Fidelity Nasdaq Composite Index Fund	5,902	1.52

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Ikarian Capital, LLC	355,959	2.11
Vanguard Group Inc	228,401	2.11
Fieldpoint Private Securities, LLC	62,621	2.11
Brand Asset Management Group, Inc.	57,144	2.12
Boothbay Fund Management, Llc	34,018	2.12
BlackRock Inc.	28,723	2.12
Buckingham Strategic Wealth, Llc	24,927	2.13
Verition Fund Management LLC	20,000	2.10
Geode Capital Management, Llc	13,958	2.08
Morgan Stanley	12,500	2.08
Advisor Group Holdings, Inc.	3,115	2.25
UBS Group AG	1,400	2.14
Tower Research Capital LLC (TRC)	1,372	2.19
Northwestern Mutual Wealth Management Co	633	1.58
Royal Bank Of Canada	500	2.00
Wells Fargo & Company/mn	72
NewGen Asset Management Ltd
Murchinson Ltd.
Bank Of America Corp /de/
Warberg Asset Management LLC
Millennium Management Llc
Citadel Advisors Llc
Cvi Holdings, Llc
Permanens Capital L.P.
Goldman Sachs Group Inc
Proequities, Inc.
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	196,590	0.66	196,590	2.11
VEXMX - Vanguard Extended Market Index Fund Investor Shares	20,608	0.68	20,608	2.09
FSMAX - Fidelity Extended Market Index Fund	6,913	1.45	5,033	1.99
VBINX - Vanguard Balanced Index Fund Investor Shares	5,105	0.59	5,105	2.15

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
FSMAX - Fidelity Extended Market Index Fund	1,880	6,913	1.45	5,033	1.99	37.35

Recent Quarter 0 Institutes Decreased Positions

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

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 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	196,590	0.66	196,590	2.11
VEXMX - Vanguard Extended Market Index Fund Investor Shares	20,608	0.68	20,608	2.09
VBINX - Vanguard Balanced Index Fund Investor Shares	5,105	0.59	5,105	2.15

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 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