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	77	23.00	23.25	22.94
Previous Quarter	81	23.00	23.25	23.22

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	1	19	5	0	4	2
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	1	3	0	1	2
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
Morgan Stanley	676,048	23.26
Aj Wealth Strategies, Llc	296,393	23.26
Royal Bank Of Canada	188,997	23.26
Juncture Wealth Strategies, Llc	177,010	20.61
Edmonds Duncan Registered Investment Advisors, LLC	157,734	23.26
Mount Lucas Management LP	112,482	23.26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	104,652	23.26
DALT - Anfield Capital Diversified Alternatives ETF	95,865	22.02
Anfield Capital Management, LLC	92,191	23.26
Bank Of America Corp /de/	91,664	23.27
Omega Financial Group, LLC	85,715	20.61
Envestnet Asset Management Inc	79,667	23.26
Raymond James & Associates	77,999	23.26
Main Management LLC	72,838	23.26
Raymond James Financial Services Advisors, Inc.	63,918	23.26
Jane Street Group, Llc	63,560	23.25
Aries Wealth Management	61,101	23.26
LPL Financial LLC	49,677	23.25
Old Mission Capital Llc	49,035	23.27
Kingsview Wealth Management, LLC	39,846	23.11

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
Morgan Stanley	676,048	23.26
Aj Wealth Strategies, Llc	296,393	23.26
Royal Bank Of Canada	188,997	23.26
Juncture Wealth Strategies, Llc	188,316	23.26
Edmonds Duncan Registered Investment Advisors, LLC	157,734	23.26
Mount Lucas Management LP	112,482	23.26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	104,652	23.26
Anfield Capital Management, LLC	92,191	23.26
Bank Of America Corp /de/	91,664	23.27
DALT - Anfield Capital Diversified Alternatives ETF	86,768	22.49
Envestnet Asset Management Inc	79,667	23.26
Raymond James & Associates	77,999	23.26
Main Management LLC	72,838	23.26
Raymond James Financial Services Advisors, Inc.	63,918	23.26
Jane Street Group, Llc	63,560	23.25
Aries Wealth Management	61,101	23.26
Omega Financial Group, LLC	61,101	23.26
LPL Financial LLC	49,677	23.25
Old Mission Capital Llc	49,035	23.27
Kingsview Wealth Management, LLC	39,846	23.11

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Flagship Harbor Advisors, Llc	37,322	20.60

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Flaharty Asset Management, LLC	12,261	23.24
Heritage Wealth Management, Llc	2,671	22.84
Citigroup Inc
IFP Advisors, Inc
Bessemer Group Inc
Harbour Investments, Inc.
Confluence Wealth Services, Inc.
Jfs Wealth Advisors, Llc
Wealthstar Advisors, Llc
River & Mercantile Llc
HBW Advisory Services LLC
Q3 Asset Management
Strategic Blueprint, LLC
Retirement Planning Co of New England, Inc.
Curi Wealth Management, LLC
Atlas Private Wealth Advisors
Orion Portfolio Solutions, LLC
Signet Financial Management, Llc
Blair William & Co/il

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Juncture Wealth Strategies, Llc	177,010	20.61	188,316	23.26
DALT - Anfield Capital Diversified Alternatives ETF	95,865	22.02	86,768	22.49
Omega Financial Group, LLC	85,715	20.61	61,101	23.26
Koshinski Asset Management, Inc.	18,862		26,866	23.26
AdvisorNet Financial, Inc	4,300	20.70	3,929	23.16

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Omega Financial Group, LLC	24,614	85,715	20.61	61,101	23.26	40.28
DALT - Anfield Capital Diversified Alternatives ETF	9,097	95,865	22.02	86,768	22.49	10.48
AdvisorNet Financial, Inc	371	4,300	20.70	3,929	23.16	9.44
Massmutual Trust Co Fsb/adv	150	4,236		4,086		3.67

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Juncture Wealth Strategies, Llc	11,306	177,010	20.61	188,316	23.26	-6.00
Koshinski Asset Management, Inc.	8,004	18,862		26,866	23.26	-29.79

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
Flagship Harbor Advisors, Llc	37,322	20.60

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Flaharty Asset Management, LLC	12,261	23.24

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Juncture Wealth Strategies, Llc	177,010	20.61	188,316	23.26
Omega Financial Group, LLC	85,715	20.61	61,101	23.26
Koshinski Asset Management, Inc.	18,862		26,866	23.26

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Omega Financial Group, LLC	24,614	85,715	20.61	61,101	23.26	40.28

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Juncture Wealth Strategies, Llc	11,306	177,010	20.61	188,316	23.26	-6.00
Koshinski Asset Management, Inc.	8,004	18,862		26,866	23.26	-29.79

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