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 90 15.00 15.74 15.40
Previous Quarter 100 16.00 15.74 15.81

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 28 6 0 3 1
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 2 5 0 2 1
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
Bridge Advisory, LLC 377,485 12.88
Janney Montgomery Scott LLC 358,536 15.74
Elevated Capital Advisors, LLC 347,806 15.74
Morgan Stanley 337,712 15.74
Invesco Ltd. 270,056 15.74
LPL Financial LLC 249,790 15.74
Beacon Pointe Advisors, LLC 198,553 15.74
Northwestern Mutual Wealth Management Co 175,767 15.74
Ghe, Llc 170,196 15.74
Commonwealth Equity Services, Llc 160,677 15.74
Advisor Group Holdings, Inc. 157,578 15.47
Johanson Financial Advisors, Inc. 141,408 17.11
Allworth Financial LP 128,256 12.65
UBS Group AG 110,796 15.74
DALT - Anfield Capital Diversified Alternatives ETF 107,058 14.79
Anfield Capital Management, LLC 100,986 15.74
Advisory Research Inc 90,000 15.74
Bank Of America Corp /de/ 73,689 15.74
Cetera Advisor Networks LLC 66,625 15.74
GWM Advisors LLC 59,693 15.75

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
Janney Montgomery Scott LLC 358,536 15.74
Elevated Capital Advisors, LLC 347,806 15.74
Bridge Advisory, LLC 341,352 15.74
Morgan Stanley 337,712 15.74
Invesco Ltd. 270,056 15.74
LPL Financial LLC 249,790 15.74
Beacon Pointe Advisors, LLC 198,553 15.74
Northwestern Mutual Wealth Management Co 175,767 15.74
Ghe, Llc 170,196 15.74
Commonwealth Equity Services, Llc 160,677 15.74
Advisor Group Holdings, Inc. 157,578 15.47
Allworth Financial LP 142,662 15.74
Johanson Financial Advisors, Inc. 141,408 17.11
UBS Group AG 110,796 15.74
Anfield Capital Management, LLC 100,986 15.74
DALT - Anfield Capital Diversified Alternatives ETF 93,774 15.83
Advisory Research Inc 90,000 15.74
Bank Of America Corp /de/ 73,689 15.74
Cetera Advisor Networks LLC 66,625 15.74
GWM Advisors LLC 59,693 15.75

 

Recent Quarter Analysis

Name Shares PPS
Private Advisor Group, LLC 10,332 12.68
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 42,642 18.03
Koshinski Asset Management, Inc. 2,354 15.72
Exane Derivatives 1,700 15.88
Sonora Investment Management, LLC 1,200 18.33
Carroll Financial Associates, Inc. 900 16.67
International Assets Investment Management, Llc
Cypress Point Wealth Management, LLC
CoreFirst Bank & Trust
Benjamin F. Edwards & Company, Inc.
Enterprise Financial Services Corp
Advisory Services Network, LLC
Gerber Kawasaki Wealth & Investment Management
Ellis Investment Partners, LLC
Citigroup Inc
D'Orazio & Associates, Inc.
HighTower Advisors, LLC
Total Clarity Wealth Management, Inc.
CX Institutional
Emerald Investment Partners, Llc
Virtu Financial LLC
Cornerstone Advisory, LLC
Pacitti Group Inc.
Bessemer Group Inc
Firestone Capital Management
Panagora Asset Management Inc
Krs Capital Management, Llc
Snowden Capital Advisors LLC
Centaurus Financial, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Bridge Advisory, LLC 377,485 12.88 341,352 15.74
Allworth Financial LP 128,256 12.65 142,662 15.74
DALT - Anfield Capital Diversified Alternatives ETF 107,058 14.79 93,774 15.83
Cambridge Investment Research Advisors, Inc. 28,372 12.65 27,155 15.72
West Oak Capital, LLC 4,200 12.62 4,200 15.71
FNY Investment Advisers, LLC 700 11.43 700 15.71
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bridge Advisory, LLC 36,133 377,485 12.88 341,352 15.74 10.59
DALT - Anfield Capital Diversified Alternatives ETF 13,284 107,058 14.79 93,774 15.83 14.17
Cambridge Investment Research Advisors, Inc. 1,217 28,372 12.65 27,155 15.72 4.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 14,406 128,256 12.65 142,662 15.74 -10.10
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
Private Advisor Group, LLC 10,332 12.68
Name Shares PPS
Koshinski Asset Management, Inc. 2,354 15.72
Exane Derivatives 1,700 15.88
Name Current Shares Current PPS Previous Shares Previous PPS
Bridge Advisory, LLC 377,485 12.88 341,352 15.74
Allworth Financial LP 128,256 12.65 142,662 15.74
Cambridge Investment Research Advisors, Inc. 28,372 12.65 27,155 15.72
West Oak Capital, LLC 4,200 12.62 4,200 15.71
FNY Investment Advisers, LLC 700 11.43 700 15.71
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bridge Advisory, LLC 36,133 377,485 12.88 341,352 15.74 10.59
Cambridge Investment Research Advisors, Inc. 1,217 28,372 12.65 27,155 15.72 4.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 14,406 128,256 12.65 142,662 15.74 -10.10
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