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	68	10.00	10.20	10.15
Previous Quarter	74	10.00	10.20	10.21

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	24	3	0	1	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	1	1	3	0	1	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
F3Logic, LLC	599,180	10.19
Advisor Group Holdings, Inc.	333,137	10.20
PCEF - Invesco CEF Income Composite ETF	256,524	10.23
Invesco Ltd.	239,682	10.20
Royal Bank Of Canada	225,789	10.20
Armor Investment Advisors, LLC	212,282	10.20
Creative Planning	204,381	10.20
Morgan Stanley	200,071	10.20
Commonwealth Equity Services, Llc	144,074	10.20
Cetera Advisor Networks LLC	141,658	10.20
Bank Of America Corp /de/	135,319	10.20
Horizon Kinetics Asset Management Llc	132,460	10.20
Ameriprise Financial Inc	105,397	10.20
GWM Advisors LLC	99,700	10.20
Truist Financial Corp	95,731	10.21
Northwestern Mutual Wealth Management Co	92,178	10.20
Kingsview Wealth Management, LLC	89,547	10.97
Centaurus Financial, Inc.	76,816	10.21
Cetera Advisors LLC	67,223	10.20
Sonora Investment Management Group, LLC	59,561	10.21

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
F3Logic, LLC	599,180	10.19
Advisor Group Holdings, Inc.	333,137	10.20
PCEF - Invesco CEF Income Composite ETF	256,524	10.23
Invesco Ltd.	239,682	10.20
Royal Bank Of Canada	225,789	10.20
Armor Investment Advisors, LLC	212,282	10.20
Creative Planning	204,381	10.20
Morgan Stanley	200,071	10.20
Commonwealth Equity Services, Llc	144,074	10.20
Cetera Advisor Networks LLC	141,658	10.20
Bank Of America Corp /de/	135,319	10.20
Horizon Kinetics Asset Management Llc	132,460	10.20
Ameriprise Financial Inc	105,397	10.20
GWM Advisors LLC	99,700	10.20
Truist Financial Corp	95,731	10.21
Northwestern Mutual Wealth Management Co	92,178	10.20
Kingsview Wealth Management, LLC	89,547	10.97
Centaurus Financial, Inc.	76,816	10.21
Cetera Advisors LLC	67,223	10.20
Sonora Investment Management, LLC	61,081	11.62

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Strategic Asset Management, LLC	675	8.89

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Sonora Investment Management, LLC	61,081	11.62
Mid Atlantic Financial Management Inc/adv	54,360	11.63
Koshinski Asset Management, Inc.	1,200	10.00
Spire Wealth Management
Sigma Planning Corp
Virtu Financial LLC
Harbour Investments, Inc.
Panagora Asset Management Inc
AE Wealth Management LLC
Weiss Asset Management LP
Nomura Holdings Inc
Guggenheim Capital Llc
Proequities, Inc.
Millennium Management Llc
Cornerstone Advisory, LLC
Tower Research Capital LLC (TRC)
Geneos Wealth Management Inc.
Pensionmark Financial Group, Llc
Mercer Global Advisors Inc /adv
Synovus Financial Corp
Kerntke Otto McGlone Wealth Management Group
OTA Financial Group L.P.
Resources Investment Advisors, LLC.
National Asset Management, Inc.

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	35,908	9.00	34,192	10.21
Activest Wealth Management	8,600	8.95	8,600	10.23
FNY Investment Advisers, LLC	500	8.00	500	10.00

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
Cambridge Investment Research Advisors, Inc.	1,716	35,908	9.00	34,192	10.21	5.02

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 1 New Institutes added position

Name	Shares	PPS
Strategic Asset Management, LLC	675	8.89

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	1,200	10.00

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	35,908	9.00	34,192	10.21
Activest Wealth Management	8,600	8.95	8,600	10.23
FNY Investment Advisers, LLC	500	8.00	500	10.00

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
Cambridge Investment Research Advisors, Inc.	1,716	35,908	9.00	34,192	10.21	5.02

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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