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 62 14.00 13.86 13.52
Previous Quarter 69 14.00 13.86 13.59

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 25 2 0 0 0
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 1 0 0 0
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 189,695 13.86
UBS Group AG 90,256 13.86
Invesco Ltd. 87,228 13.86
PCEF - Invesco CEF Income Composite ETF 80,518 14.15
Centaurus Financial, Inc. 79,136 13.86
Advisor Group Holdings, Inc. 78,223 13.97
Private Wealth Strategies, L.L.C. 59,414 13.85
Royal Bank Of Canada 53,196 13.85
LPL Financial LLC 49,746 13.85
SFI Advisors, LLC 33,961 13.84
Wells Fargo & Company/mn 30,526 13.86
Bank Of America Corp /de/ 28,916 13.83
Pinnacle Wealth Planning Services, Inc. 28,000 13.86
J.w. Cole Advisors, Inc. 27,720 0.07
D.a. Davidson & Co. 26,000 13.85
Wolverine Asset Management Llc 25,474 13.86
Commonwealth Equity Services, Llc 21,249 13.84
Wedbush Securities Inc 19,265 13.86
Raymond James & Associates 17,660 13.87
Guggenheim Capital Llc 16,499 13.88

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 189,695 13.86
UBS Group AG 90,256 13.86
Invesco Ltd. 87,228 13.86
PCEF - Invesco CEF Income Composite ETF 80,518 14.15
Centaurus Financial, Inc. 79,136 13.86
Advisor Group Holdings, Inc. 78,223 13.97
Private Wealth Strategies, L.L.C. 59,414 13.85
Royal Bank Of Canada 53,196 13.85
LPL Financial LLC 49,746 13.85
SFI Advisors, LLC 33,961 13.84
Wells Fargo & Company/mn 30,526 13.86
Bank Of America Corp /de/ 28,916 13.83
Pinnacle Wealth Planning Services, Inc. 28,000 13.86
Mid Atlantic Financial Management Inc/adv 27,850 15.76
J.w. Cole Advisors, Inc. 27,720 0.07
D.a. Davidson & Co. 26,000 13.85
Wolverine Asset Management Llc 25,474 13.86
Commonwealth Equity Services, Llc 21,249 13.84
Wedbush Securities Inc 19,265 13.86
Raymond James & Associates 17,660 13.87

 

Recent Quarter Analysis

Name Shares PPS
Sheaff Brock Investment Advisors, LLC 0
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 27,850 15.76
Koshinski Asset Management, Inc. 419 14.32
Sheaff Brock Investment Advisors, LLC
Mcdonald Partners Llc
Citigroup Inc
Cadent Capital Advisors, LLC
Private Advisor Group, LLC
Quaker Wealth Management, LLC
Advisory Services Network, LLC
Bessemer Group Inc
Change Path, LLC
Better Money Decisions, LLC
Cambridge Investment Research Advisors, Inc.
Walled Lake Planning & Wealth Management, Llc
Patriot Financial Group Insurance Agency, LLC
Steward Partners Investment Advisory, Llc
Proequities, Inc.
Costello Asset Management, INC
Newbridge Financial Services Group, Inc.
AdvisorNet Financial, Inc
Baird Financial Group, Inc.
Global Retirement Partners, LLC
Tower Research Capital LLC (TRC)
CoreCap Advisors, LLC
Pacitti Group Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Covington Capital Management 14,900 12.55 14,900 13.89
Wolff Wiese Magana Llc 996 12.05 996 14.06
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Name Shares PPS
Koshinski Asset Management, Inc. 419 14.32
Name Current Shares Current PPS Previous Shares Previous PPS
Wolff Wiese Magana Llc 996 12.05 996 14.06
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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