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	85	16.00	16.40	15.56
Previous Quarter	97	16.00	16.41	15.72

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	28	6	0	2	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	0	1	6	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
Invesco Ltd.	332,495	16.41
PCEF - Invesco CEF Income Composite ETF	324,112	16.03
Bridge Advisory, LLC	248,190	13.63
Morgan Stanley	236,088	16.41
Advisor Group Holdings, Inc.	235,659	16.41
LPL Financial LLC	169,139	16.41
Commonwealth Equity Services, Llc	149,526	16.41
Guggenheim Capital Llc	125,838	16.41
Steward Partners Investment Advisory, Llc	101,727	0.02
Stratos Wealth Partners, LTD.	100,995	16.41
Ausdal Financial Partners, Inc.	96,582	16.41
Brinker Capital Investments, LLC	75,278	16.41
Wells Fargo & Company/mn	74,889	16.41
Royal Bank Of Canada	74,783	16.41
Mml Investors Services, Llc	62,731	16.40
Bank Of America Corp /de/	61,574	16.40
Cambridge Investment Research Advisors, Inc.	49,743	14.01
Raymond James Financial Services Advisors, Inc.	49,056	16.41
International Assets Investment Management, Llc	47,799	16.40
Kestra Advisory Services, LLC	38,228	16.40

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
Invesco Ltd.	332,495	16.41
PCEF - Invesco CEF Income Composite ETF	324,112	16.03
Morgan Stanley	236,088	16.41
Advisor Group Holdings, Inc.	235,659	16.41
Bridge Advisory, LLC	205,484	16.41
LPL Financial LLC	169,139	16.41
Commonwealth Equity Services, Llc	149,526	16.41
Guggenheim Capital Llc	125,838	16.41
Steward Partners Investment Advisory, Llc	101,727	0.02
Stratos Wealth Partners, LTD.	100,995	16.41
Ausdal Financial Partners, Inc.	96,582	16.41
Brinker Capital Investments, LLC	75,278	16.41
Wells Fargo & Company/mn	74,889	16.41
Royal Bank Of Canada	74,783	16.41
Mml Investors Services, Llc	62,731	16.40
Bank Of America Corp /de/	61,574	16.40
Cambridge Investment Research Advisors, Inc.	51,058	16.41
Raymond James Financial Services Advisors, Inc.	49,056	16.41
International Assets Investment Management, Llc	47,799	16.40
Kestra Advisory Services, LLC	38,228	16.40

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	25,000	1.12
Homrich & Berg	14,433	16.63
Mid Atlantic Financial Management Inc/adv	10,200	16.67
Koshinski Asset Management, Inc.	497	16.10
Newbridge Financial Services Group, Inc.
Cetera Investment Advisers
IVC Wealth Advisors LLC
Emerald Investment Partners, Llc
Capital Analysts, Inc.
CENTRAL TRUST Co
Advisory Services Network, LLC
Jane Street Group, Llc
Umb Bank N A/mo
Wagner Wealth Management, Llc
Citigroup Inc
Aurora Private Wealth, Inc.
Arkadios Wealth Advisors
Cohen & Steers, Inc.
CoreCap Advisors, LLC
Harbour Investments, Inc.
Proequities, Inc.
First Horizon Advisors, Inc.
Joseph P. Lucia & Associates, LLC
Carl P. Sherr & Co., LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Carleon Capital Partners LLC
Sowell Financial Services LLC
Benjamin F. Edwards & Company, Inc.

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bridge Advisory, LLC	248,190	13.63	205,484	16.41
Cambridge Investment Research Advisors, Inc.	49,743	14.01	51,058	16.41
HB Wealth Management, LLC	14,433	14.00	14,433	16.42
Sugarloaf Wealth Management, LLC	7,298	13.98	7,264	16.38
West Bancorporation Inc	2,000	14.00	2,000	16.50
Pinnacle Bancorp, Inc.	788	13.96	788	16.50

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridge Advisory, LLC	42,706	248,190	13.63	205,484	16.41	20.78
Sugarloaf Wealth Management, LLC	34	7,298	13.98	7,264	16.38	0.47

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,315	49,743	14.01	51,058	16.41	-2.58

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
Koshinski Asset Management, Inc.	497	16.10

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bridge Advisory, LLC	248,190	13.63	205,484	16.41
Cambridge Investment Research Advisors, Inc.	49,743	14.01	51,058	16.41
HB Wealth Management, LLC	14,433	14.00	14,433	16.42
Sugarloaf Wealth Management, LLC	7,298	13.98	7,264	16.38
West Bancorporation Inc	2,000	14.00	2,000	16.50
Pinnacle Bancorp, Inc.	788	13.96	788	16.50

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridge Advisory, LLC	42,706	248,190	13.63	205,484	16.41	20.78
Sugarloaf Wealth Management, LLC	34	7,298	13.98	7,264	16.38	0.47

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,315	49,743	14.01	51,058	16.41	-2.58

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