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	117	8.00	8.68	8.63
Previous Quarter	127	9.00	8.68	8.72

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	29	9	2	3	4
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	7	2	3	3
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
Northwestern Mutual Wealth Management Co	1,073,086	8.68
Cohen & Steers, Inc.	860,734	8.68
YYY - Amplify High Income ETF	807,644	8.32
Penserra Capital Management LLC	796,626	8.68
PCEF - Invesco CEF Income Composite ETF	582,028	8.92
Invesco Ltd.	550,227	8.68
Morgan Stanley	499,124	8.68
Royal Bank Of Canada	432,948	8.68
LPL Financial LLC	398,769	8.68
Commonwealth Equity Services, Llc	365,336	8.68
Horizon Kinetics Asset Management Llc	359,788	8.68
National Asset Management, Inc.	281,039	8.68
Ameriprise Financial Inc	255,366	8.68
UBS Group AG	209,755	8.68
Vident Investment Advisory, LLC	198,753	8.68
EERN - DriveWealth Power Saver ETF	198,753	8.92
Stratos Wealth Partners, LTD.	173,220	8.68
TCG Advisory Services, LLC	168,577	8.68
Bank Of America Corp /de/	165,988	8.68
Cohen & Steers Closed-end Opportunity Fund, Inc.	164,500	8.68

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
Northwestern Mutual Wealth Management Co	1,073,086	8.68
Cohen & Steers, Inc.	860,734	8.68
YYY - Amplify High Income ETF	815,514	9.08
Penserra Capital Management LLC	796,626	8.68
PCEF - Invesco CEF Income Composite ETF	582,028	8.92
Invesco Ltd.	550,227	8.68
Morgan Stanley	499,124	8.68
Royal Bank Of Canada	432,948	8.68
LPL Financial LLC	398,769	8.68
Commonwealth Equity Services, Llc	365,336	8.68
Horizon Kinetics Asset Management Llc	359,788	8.68
National Asset Management, Inc.	281,039	8.68
Ameriprise Financial Inc	255,366	8.68
UBS Group AG	209,755	8.68
EERN - DriveWealth Power Saver ETF	198,753	8.92
Vident Investment Advisory, LLC	198,753	8.68
Stratos Wealth Partners, LTD.	173,220	8.68
TCG Advisory Services, LLC	168,577	8.68
Bank Of America Corp /de/	165,988	8.68
Cohen & Steers Closed-end Opportunity Fund, Inc.	164,500	8.68

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 29 Institutes closed out their positions

Name	Shares	PPS
Sightline Wealth Advisors, LLC	88,112	8.68
Sonora Investment Management, LLC	68,800	10.15
Mid Atlantic Financial Management Inc/adv	58,200	10.14
Ameritas Investment Corp	36,039
Carroll Financial Associates, Inc.	118	8.47
Newbridge Financial Services Group, Inc.
Glassman Wealth Services
Lazard Asset Management Llc
Panagora Asset Management Inc
Ausdal Financial Partners, Inc.
Proequities, Inc.
Weiss Asset Management LP
Andrew Hill Investment Advisors, Inc.
Creative Planning
Future Financial Wealth Managment LLC
Resources Investment Advisors, LLC.
Lloyd Park, LLC
Wagner Wealth Management, Llc
Seacrest Wealth Management, Llc
Citigroup Inc
Virtu Financial LLC
Two Sigma Securities, Llc
Financial Sense Advisors, Inc.
F3Logic, LLC
Arkadios Wealth Advisors
Millennium Management Llc
OTA Financial Group L.P.
Wunderlich Securities, Inc.
Nottingham Advisors, Inc.

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
YYY - Amplify High Income ETF	807,644	8.32	815,514	9.08
Addison Capital Co	80,100	7.92	80,488	8.68
Cambridge Investment Research Advisors, Inc.	50,392	7.92	67,303	8.68
Private Advisor Group, LLC	22,253	7.91	12,422	8.69
Koshinski Asset Management, Inc.	16,942		19,342	8.69
RDA Financial Network	14,380	7.93	14,380	8.69
Wealth Alliance Advisory Group, LLC	12,000	7.92	12,000	8.67
Sound Income Strategies, LLC	4,786	7.94	4,786	8.78
FNY Investment Advisers, LLC	1,200	7.50	1,200	8.33

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Smith Chas P & Associates Pa Cpas	16,369	7.94	0
Global Retirement Partners, LLC	7,332	7.91	7,267	7.84

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Smith Chas P & Associates Pa Cpas	16,369	16,369	7.94	0		0.00
Private Advisor Group, LLC	9,831	22,253	7.91	12,422	8.69	79.14
Global Retirement Partners, LLC	65	7,332	7.91	7,267	7.84	0.89

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	16,911	50,392	7.92	67,303	8.68	-25.13
YYY - Amplify High Income ETF	7,870	807,644	8.32	815,514	9.08	-0.97
Koshinski Asset Management, Inc.	2,400	16,942		19,342	8.69	-12.41
Addison Capital Co	388	80,100	7.92	80,488	8.68	-0.48

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
Sightline Wealth Advisors, LLC	88,112	8.68

Past Week 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Addison Capital Co	80,100	7.92	80,488	8.68
Cambridge Investment Research Advisors, Inc.	50,392	7.92	67,303	8.68
Private Advisor Group, LLC	22,253	7.91	12,422	8.69
Koshinski Asset Management, Inc.	16,942		19,342	8.69
RDA Financial Network	14,380	7.93	14,380	8.69
Sound Income Strategies, LLC	4,786	7.94	4,786	8.78
FNY Investment Advisers, LLC	1,200	7.50	1,200	8.33

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Smith Chas P & Associates Pa Cpas	16,369	7.94	0
Global Retirement Partners, LLC	7,332	7.91	7,267	7.84

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Smith Chas P & Associates Pa Cpas	16,369	16,369	7.94	0		0.00
Private Advisor Group, LLC	9,831	22,253	7.91	12,422	8.69	79.14
Global Retirement Partners, LLC	65	7,332	7.91	7,267	7.84	0.89

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	16,911	50,392	7.92	67,303	8.68	-25.13
Koshinski Asset Management, Inc.	2,400	16,942		19,342	8.69	-12.41
Addison Capital Co	388	80,100	7.92	80,488	8.68	-0.48

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