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	120	16.00	16.33	16.09
Previous Quarter	114	16.00	16.55	16.29

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	16	24	40	7	21	12
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	2	0	1	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	10	2	24	3	13	7
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	1	0	0	0	1	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
SoftVest Advisors, LLC	4,108,195	16.33
Horizon Kinetics Asset Management Llc	3,075,848	16.33
SoftVest Advisors, LLC	2,768,139
Foundation Resource Management Inc	693,113	16.33
INFL - Horizon Kinetics Inflation Beneficiaries ETF	489,200	16.55
Hosking Partners LLP	401,508	16.33
Mad River Investors	333,922	16.33
Group One Trading, L.p.	297,964	16.33
Susquehanna International Group, Llp	248,341	16.33
UBS Group AG	239,308	16.33
Essex Financial Services, Inc.	228,908	16.33
Group One Trading, L.p.	223,400	16.33
RGT Wealth Advisors, LLC	210,745	16.30
Susquehanna International Group, Llp	165,700	16.33
Capital Analysts, Inc.	162,143	0.02
Sinecera Capital, Llc	121,675	16.55
Captrust Financial Advisors	116,771	16.63
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio	100,000	16.55
Simplex Trading, Llc	97,113	16.32
Jane Street Group, Llc	97,000	16.33

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
SoftVest Advisors, LLC	4,108,195	16.55
Horizon Kinetics Asset Management Llc	2,090,495	16.55
Foundation Resource Management Inc	698,653	16.55
Group One Trading, L.p.	556,563	16.55
INFL - Horizon Kinetics Inflation Beneficiaries ETF	489,200	16.55
Susquehanna International Group, Llp	365,336	16.55
Mad River Investors	326,400	16.55
Susquehanna International Group, Llp	284,300	16.55
Essex Financial Services, Inc.	280,378	16.55
Hosking Partners LLP	210,871	16.55
RGT Wealth Advisors, LLC	210,745	16.54
Sowell Financial Services LLC	210,325	16.64
Group One Trading, L.p.	164,100	16.55
Capital Analysts, Inc.	161,063	0.02
Sinecera Capital, Llc	121,103	16.64
Captrust Financial Advisors	116,771	16.63
Jane Street Group, Llc	110,800	16.55
Morgan Stanley	107,116	16.54
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio	100,000	16.55
Bnp Paribas Arbitrage, Sa	98,591	16.55

Recent Quarter Analysis

Recent Quarter 16 New Institutes added position

Name	Shares	PPS
Santa Monica Partners Lp	86,500	16.32
Moors & Cabot, Inc.	61,500	16.33
Boothbay Fund Management, Llc	19,674	16.32
Navellier & Associates Inc	15,339	16.30
Qube Research & Technologies Ltd	15,123	16.33
Gsa Capital Partners Llp	15,060	16.33
We Are One Seven, LLC	13,145	16.28
Atria Wealth Solutions, Inc.	12,996	17.08
Goldman Sachs Group Inc	11,830	16.31
Hrt Financial Lp	10,963	16.33
Fifth Third Bancorp	5,600	16.25
Rockefeller Capital Management L.P.	5,033	16.29
Signaturefd, Llc	1,124	16.01
Clear Street Markets Llc	1,100	16.36
Parallel Advisors, LLC	362	16.57
Antonetti Capital Management LLC	30

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Sowell Financial Services LLC	210,325	16.64
Jane Street Group, Llc	110,800	16.55
Belvedere Trading LLC	73,195	17.47
Carroll Financial Associates, Inc.	4,065	9.10
Bessemer Group Inc	2,000	16.50
Newbridge Financial Services Group, Inc.	1,525	16.39
NEXT Financial Group, Inc	1,150	10.43
Patriot Financial Group Insurance Agency, LLC	373	16.09
Western Wealth Management, LLC
Venturi Wealth Management, LLC
Raymond James Financial Services Advisors, Inc.
West Bancorporation Inc
Raymond James & Associates
Samalin Investment Counsel, LLC
Northwestern Mutual Wealth Management Co
Barclays Plc
McGowan Group Asset Management, Inc.
Rosenberg Matthew Hamilton
Millennium Management Llc
PEAK6 Investments LLC
Virtu Financial LLC
Kovack Advisors, Inc.
Shore Point Advisors, LLC
Legend Financial Advisors, Inc.

Recent Quarter 40 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SoftVest Advisors, LLC	4,108,195	16.33	4,108,195	16.55
Horizon Kinetics Asset Management Llc	3,075,848	16.33	2,090,495	16.55
Foundation Resource Management Inc	693,113	16.33	698,653	16.55
Hosking Partners LLP	401,508	16.33	210,871	16.55
Mad River Investors	333,922	16.33	326,400	16.55
Group One Trading, L.p.	297,964	16.33	556,563	16.55
Susquehanna International Group, Llp	248,341	16.33	365,336	16.55
UBS Group AG	239,308	16.33	18,887	16.52
Essex Financial Services, Inc.	228,908	16.33	280,378	16.55
RGT Wealth Advisors, LLC	210,745	16.30	210,745	16.54
Capital Analysts, Inc.	162,143	0.02	161,063	0.02
Sinecera Capital, Llc	121,675	16.55	121,103	16.64
Simplex Trading, Llc	97,113	16.32	79,100	16.55
Jane Street Group, Llc	97,000	16.33	110,800	16.55
Morgan Stanley	93,789	16.33	107,116	16.54
LPL Financial LLC	86,374	16.32	86,300	16.55
Pathstone Family Office, Llc	79,600	16.33	56,820	16.54
Cambridge Investment Research Advisors, Inc.	71,224	16.33	68,559	16.56
Resurgent Financial Advisors LLC	48,000	16.33	48,000	16.54
Wells Fargo & Company/mn	46,513	16.34	11,732	16.54

Recent Quarter 7 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wolverine Trading, Llc	40,800	15.76	0
Walleye Capital LLC	29,673	16.34	0
Fruth Investment Management	25,400	16.30	25,400	13.27
Belvedere Trading LLC	16,239	19.46	73,195	17.47
Raymond James & Associates	10,315	16.29	0
Quantbot Technologies LP	7,863	16.28	17
Tower Research Capital LLC (TRC)	1,805	16.07	0

Recent Quarter 21 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Horizon Kinetics Asset Management Llc	985,353	3,075,848	16.33	2,090,495	16.55	47.13
UBS Group AG	220,421	239,308	16.33	18,887	16.52	1167.05
Hosking Partners LLP	190,637	401,508	16.33	210,871	16.55	90.40
Wells Fargo & Company/mn	34,781	46,513	16.34	11,732	16.54	296.46
Walleye Capital LLC	29,673	29,673	16.34	0		0.00
Pathstone Family Office, Llc	22,780	79,600	16.33	56,820	16.54	40.09
Simplex Trading, Llc	18,013	97,113	16.32	79,100	16.55	22.77
Raymond James & Associates	10,315	10,315	16.29	0		0.00
Russell Investments Group, Ltd.	9,038	17,939	16.28	8,901	16.51	101.54
Quantbot Technologies LP	7,846	7,863	16.28	17		46152.94
Mad River Investors	7,522	333,922	16.33	326,400	16.55	2.30
HighTower Advisors, LLC	7,362	21,108	16.34	13,746	16.59	53.56
Lazard Asset Management Llc	3,791	7,577	16.23	3,786	16.38	100.13
Cambridge Investment Research Advisors, Inc.	2,665	71,224	16.33	68,559	16.56	3.89
Tower Research Capital LLC (TRC)	1,805	1,805	16.07	0		0.00
Capital Analysts, Inc.	1,080	162,143	0.02	161,063	0.02	0.67
Sinecera Capital, Llc	572	121,675	16.55	121,103	16.64	0.47
Bank Of America Corp /de/	400	5,975	16.40	5,575	16.50	7.17
Titleist Asset Management, Ltd.	89	10,971	16.32	10,882	16.54	0.82
LPL Financial LLC	74	86,374	16.32	86,300	16.55	0.09

Recent Quarter 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Group One Trading, L.p.	258,599	297,964	16.33	556,563	16.55	-46.46
Susquehanna International Group, Llp	116,995	248,341	16.33	365,336	16.55	-32.02
Bnp Paribas Arbitrage, Sa	61,216	37,375	16.32	98,591	16.55	-62.09
Belvedere Trading LLC	56,956	16,239	19.46	73,195	17.47	-77.81
Essex Financial Services, Inc.	51,470	228,908	16.33	280,378	16.55	-18.36
Morgan Stanley	13,327	93,789	16.33	107,116	16.54	-12.44
Schubert & Co	6,250	6,263	16.29	12,513	16.54	-49.95
Foundation Resource Management Inc	5,540	693,113	16.33	698,653	16.55	-0.79
State of Wyoming	882	13,782	16.33	14,664	16.57	-6.01
Advisor Group Holdings, Inc.	586	37,830	16.31	38,416	17.02	-1.53
Capital Investment Advisors, LLC	450	26,177	16.31	26,627	16.52	-1.69
Steward Partners Investment Advisory, Llc	1	530		531		-0.19

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0

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 2 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Cutler Group LP	5,233	31,300	26,067	20.08
Wolverine Trading, Llc	40,800	40,800	0	0.00

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
Jane Street Group, Llc	13,800	97,000	110,800	-12.45

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 10 New Institutes added position

Name	Shares	PPS
Santa Monica Partners Lp	86,500	16.32
Boothbay Fund Management, Llc	19,674	16.32
Navellier & Associates Inc	15,339	16.30
Qube Research & Technologies Ltd	15,123	16.33
Gsa Capital Partners Llp	15,060	16.33
We Are One Seven, LLC	13,145	16.28
Atria Wealth Solutions, Inc.	12,996	17.08
Goldman Sachs Group Inc	11,830	16.31
Hrt Financial Lp	10,963	16.33
Parallel Advisors, LLC	362	16.57

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Bessemer Group Inc	2,000	16.50
Sowell Financial Services LLC	210,325	16.64

Past Week 24 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SoftVest Advisors, LLC	4,108,195	16.33	4,108,195	16.55
Horizon Kinetics Asset Management Llc	3,075,848	16.33	2,090,495	16.55
Hosking Partners LLP	401,508	16.33	210,871	16.55
Group One Trading, L.p.	297,964	16.33	556,563	16.55
Susquehanna International Group, Llp	248,341	16.33	365,336	16.55
UBS Group AG	239,308	16.33	18,887	16.52
Capital Analysts, Inc.	162,143	0.02	161,063	0.02
Morgan Stanley	93,789	16.33	107,116	16.54
LPL Financial LLC	86,374	16.32	86,300	16.55
Pathstone Family Office, Llc	79,600	16.33	56,820	16.54
Jane Street Group, Llc	51,100	16.32	110,800	16.55
Resurgent Financial Advisors LLC	48,000	16.33	48,000	16.54
Wells Fargo & Company/mn	46,513	16.34	11,732	16.54
Advisor Group Holdings, Inc.	37,830	16.31	38,416	17.02
Bnp Paribas Arbitrage, Sa	37,375	16.32	98,591	16.55
HighTower Advisors, LLC	21,108	16.34	13,746	16.59
Price Jennifer C.	13,841	16.33	13,841	16.55
State of Wyoming	13,782	16.33	14,664	16.57
Titleist Asset Management, Ltd.	10,971	16.32	10,882	16.54
Cetera Advisors LLC	10,000	16.30	10,000	16.60
Lazard Asset Management Llc	7,577	16.23	3,786	16.38
Pnc Financial Services Group, Inc.	7,475	16.45	7,475	16.59
Bank Of America Corp /de/	5,975	16.40	5,575	16.50
Royal Bank Of Canada	700	15.71	700	17.14

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS
Walleye Capital LLC	29,673	16.34
Wolverine Trading, Llc	13,300	15.79
Tower Research Capital LLC (TRC)	1,805	16.07

Past Week 13 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Horizon Kinetics Asset Management Llc	985,353	3,075,848	16.33	2,090,495	16.55	47.13
UBS Group AG	220,421	239,308	16.33	18,887	16.52	1167.05
Hosking Partners LLP	190,637	401,508	16.33	210,871	16.55	90.40
Wells Fargo & Company/mn	34,781	46,513	16.34	11,732	16.54	296.46
Walleye Capital LLC	29,673	29,673	16.34	0		0.00
Pathstone Family Office, Llc	22,780	79,600	16.33	56,820	16.54	40.09
HighTower Advisors, LLC	7,362	21,108	16.34	13,746	16.59	53.56
Lazard Asset Management Llc	3,791	7,577	16.23	3,786	16.38	100.13
Tower Research Capital LLC (TRC)	1,805	1,805	16.07	0		0.00
Capital Analysts, Inc.	1,080	162,143	0.02	161,063	0.02	0.67
Bank Of America Corp /de/	400	5,975	16.40	5,575	16.50	7.17
Titleist Asset Management, Ltd.	89	10,971	16.32	10,882	16.54	0.82
LPL Financial LLC	74	86,374	16.32	86,300	16.55	0.09

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Group One Trading, L.p.	258,599	297,964	16.33	556,563	16.55	-46.46
Susquehanna International Group, Llp	116,995	248,341	16.33	365,336	16.55	-32.02
Bnp Paribas Arbitrage, Sa	61,216	37,375	16.32	98,591	16.55	-62.09
Morgan Stanley	13,327	93,789	16.33	107,116	16.54	-12.44
State of Wyoming	882	13,782	16.33	14,664	16.57	-6.01
Advisor Group Holdings, Inc.	586	37,830	16.31	38,416	17.02	-1.53
Steward Partners Investment Advisory, Llc	1	530		531		-0.19

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 1 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Wolverine Trading, Llc	13,300	13,300	0	0.00

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 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease
Jane Street Group, Llc	59,700	51,100	110,800	-53.88

Past Week 0 Institutes Reduced Short Positions

Name