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	93	20.00	20.93	20.64
Previous Quarter	97	20.00	20.93	20.65

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	21	2	0	1	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	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	0	2	0	1	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
Adams Diversified Equity Fund, Inc.	2,186,774	20.93
Lazard Asset Management Llc	553,540	20.93
Css Llc/il	536,406	20.93
Adage Capital Partners Gp, L.l.c.	449,712	20.93
Bank Of America Corp /de/	401,841	20.93
Morgan Stanley	363,095	20.93
Royal Bank Of Canada	295,459	20.93
Cornerstone Advisors Inc	290,405	16.52
1832 Asset Management L.P.	214,800	20.64
Intrepid Family Office Llc	211,728	20.93
Ionic Capital Management LLC	203,090	20.93
Raymond James & Associates	175,456	20.93
Thomas J. Herzfeld Advisors, Inc.	174,131	20.93
North Star Asset Management Inc	154,211	20.93
Cornerstone Advisors, LLC	153,619	20.93
Cornerstone Strategic Value Fund Inc	97,619	20.93
Baird Financial Group, Inc.	95,130	20.93
Fca Corp /tx	88,116	20.93
HighTower Advisors, LLC	80,284	20.94
First Trust Advisors Lp	73,806	20.93

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
Adams Diversified Equity Fund, Inc.	2,186,774	20.93
Lazard Asset Management Llc	553,540	20.93
Css Llc/il	536,406	20.93
Adage Capital Partners Gp, L.l.c.	449,712	20.93
Bank Of America Corp /de/	401,841	20.93
Morgan Stanley	363,095	20.93
Royal Bank Of Canada	295,459	20.93
Cornerstone Advisors Inc	290,405	16.52
1832 Asset Management L.P.	214,800	20.64
Intrepid Family Office Llc	211,728	20.93
Ionic Capital Management LLC	203,090	20.93
Raymond James & Associates	175,456	20.93
Thomas J. Herzfeld Advisors, Inc.	174,131	20.93
North Star Asset Management Inc	154,211	20.93
Cornerstone Advisors, LLC	153,619	20.93
Cornerstone Strategic Value Fund Inc	97,619	20.93
Baird Financial Group, Inc.	95,130	20.93
Fca Corp /tx	88,116	20.93
HighTower Advisors, LLC	80,284	20.94
First Trust Advisors Lp	73,806	20.93

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	19,098	15.71
Simplex Trading, Llc	2,300	20.87
Simplex Trading, Llc	2,300	20.87
Harbor Investment Advisory, Llc
Citadel Advisors Llc
LPL Financial LLC
Advisory Services Network, LLC
Benjamin F. Edwards & Company, Inc.
Cutler Capital Management, LLC
Landscape Capital Management, L.l.c.
Steward Partners Investment Advisory, Llc
Harbour Investments, Inc.
Kavar Capital Partners Group, Llc
Paragon Capital Management Ltd
Walleye Trading LLC
Mariner Investment Group Llc
FNY Investment Advisers, LLC
Barrett Asset Management, LLC
AdvisorNet Financial, Inc
Country Trust Bank
Rockefeller Capital Management L.P.

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	62,955	19.47	62,705	20.92
Cambridge Investment Research Advisors, Inc.	19,320	19.46	20,172	20.92

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
Uncommon Cents Investing LLC	250	62,955	19.47	62,705	20.92	0.40

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	852	19,320	19.46	20,172	20.92	-4.22

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Citadel Advisors Llc	0
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 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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Uncommon Cents Investing LLC	62,955	19.47	62,705	20.92
Cambridge Investment Research Advisors, Inc.	19,320	19.46	20,172	20.92

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
Uncommon Cents Investing LLC	250	62,955	19.47	62,705	20.92	0.40

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	852	19,320	19.46	20,172	20.92	-4.22

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