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	168	20.00	20.54	20.15
Previous Quarter	175	20.00	20.54	20.42

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	36	18	0	8	9
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	13	0	6	6
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
LPL Financial LLC	894,291	20.54
Northern Oak Wealth Management Inc	727,520	20.54
Morgan Stanley	617,057	20.54
Wells Fargo & Company/mn	481,011	20.54
Mid-American Wealth Advisory Group, Inc.	326,052	20.54
UBS Group AG	284,005	20.54
Rainey & Randall Investment Management Inc.	269,401	20.54
Northwestern Mutual Wealth Management Co	257,397	20.54
Advisor Group Holdings, Inc.	250,643	20.54
Raymond James Financial Services Advisors, Inc.	241,700	20.54
Bank Of America Corp /de/	230,769	20.54
Texas Yale Capital Corp.	223,162	20.54
Royal Bank Of Canada	210,986	20.54
Sumitomo Mitsui Trust Holdings, Inc.	206,681	20.54
Cambridge Investment Research Advisors, Inc.	166,646	18.10
Sound Income Strategies, LLC	166,202	18.10
Commonwealth Equity Services, Llc	157,178	20.54
Ntv Asset Management Llc	150,450	20.54
Bard Financial Services, Inc.	150,060	18.10
Mml Investors Services, Llc	145,646	20.54

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
LPL Financial LLC	894,291	20.54
Northern Oak Wealth Management Inc	727,520	20.54
Morgan Stanley	617,057	20.54
Wells Fargo & Company/mn	481,011	20.54
Mid-American Wealth Advisory Group, Inc.	326,052	20.54
UBS Group AG	284,005	20.54
Rainey & Randall Investment Management Inc.	269,401	20.54
Northwestern Mutual Wealth Management Co	257,397	20.54
Advisor Group Holdings, Inc.	250,643	20.54
Raymond James Financial Services Advisors, Inc.	241,700	20.54
Bank Of America Corp /de/	230,769	20.54
Texas Yale Capital Corp.	223,162	20.54
Royal Bank Of Canada	210,986	20.54
Sumitomo Mitsui Trust Holdings, Inc.	206,681	20.54
Sound Income Strategies, LLC	178,140	20.54
Cambridge Investment Research Advisors, Inc.	171,893	20.54
Commonwealth Equity Services, Llc	157,178	20.54
Bard Financial Services, Inc.	151,060	20.54
Ntv Asset Management Llc	150,450	20.54
Mml Investors Services, Llc	145,646	20.54

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	4,975	22.11
Parallel Advisors, LLC	3,804	20.50
AdvisorNet Financial, Inc	935	20.32
Foresight Capital Management Advisors, Inc.	631	20.60
Spire Wealth Management
Aptus Capital Advisors, LLC
Wealthstar Advisors, Llc
Anfield Capital Management, LLC
Executive Wealth Management, LLC
TCI Wealth Advisors, Inc.
Global Retirement Partners, LLC
Sugarloaf Wealth Management, LLC
Jpmorgan Chase & Co
Capital Asset Advisory Services LLC
Capital Analysts, Inc.
Orion Capital Management LLC
Change Path, LLC
CoreCap Advisors, LLC
Barclays Plc
O'shaughnessy Asset Management, Llc
Chicago Partners Investment Group LLC
Strategic Wealth Advisors Group, LLC
Lehman & Derafelo Financial Resources LLC
Total Clarity Wealth Management, Inc.
Cwm, Llc
Stock Yards Bank & Trust Co
Ibex Wealth Advisors
First Horizon Advisors, Inc.
Atlas Capital Advisors Llc
Laurel Wealth Advisors, Inc.
Aurora Private Wealth, Inc.
Advisory Services Network, LLC
Chilton Capital Management Llc
Sheaff Brock Investment Advisors, LLC
Rfg Holdings, Inc.
FinTrust Capital Advisors, LLC

Recent Quarter 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	166,646	18.10	171,893	20.54
Sound Income Strategies, LLC	166,202	18.10	178,140	20.54
Bard Financial Services, Inc.	150,060	18.10	151,060	20.54
Procyon Private Wealth Partners, LLC	141,696	18.10	131,407	20.54
Plimoth Trust Co Llc	100,902	18.10	102,431	20.54
Private Advisor Group, LLC	81,447	18.10	11,083	20.57
Signature Wealth Management Group	62,572	18.11	62,064	20.54
Sightline Wealth Advisors, LLC	58,868	18.11	55,362	20.54
Foundations Investment Advisors, LLC	54,123	18.05	18,781	19.81
Delta Capital Management Llc	47,780	18.10	42,360	20.54
Castle Rock Wealth Management, LLC	34,459	18.28	35,870	19.79
Stewardship Advisors, LLC	28,472	18.09	26,401	20.53
Grandview Asset Management LLC	21,965	18.12	26,130	20.55
Worth Asset Management, LLC	12,529	18.12	24,720	18.41
SWM Advisors	11,837	18.08	14,240	20.51
Summit Financial Group, Inc.	10,420	18.14	10,420	20.54
Wolff Wiese Magana Llc	991	18.16	991	20.18
Gradient Investments LLC	121	16.53	424	21.23

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	70,364	81,447	18.10	11,083	20.57	634.88
Foundations Investment Advisors, LLC	35,342	54,123	18.05	18,781	19.81	188.18
Procyon Private Wealth Partners, LLC	10,289	141,696	18.10	131,407	20.54	7.83
Delta Capital Management Llc	5,420	47,780	18.10	42,360	20.54	12.80
Sightline Wealth Advisors, LLC	3,506	58,868	18.11	55,362	20.54	6.33
Stewardship Advisors, LLC	2,071	28,472	18.09	26,401	20.53	7.84
Massmutual Trust Co Fsb/adv	676	22,051		21,375		3.16
Signature Wealth Management Group	508	62,572	18.11	62,064	20.54	0.82

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Worth Asset Management, LLC	12,191	12,529	18.12	24,720	18.41	-49.32
Sound Income Strategies, LLC	11,938	166,202	18.10	178,140	20.54	-6.70
Cambridge Investment Research Advisors, Inc.	5,247	166,646	18.10	171,893	20.54	-3.05
Grandview Asset Management LLC	4,165	21,965	18.12	26,130	20.55	-15.94
SWM Advisors	2,403	11,837	18.08	14,240	20.51	-16.88
Plimoth Trust Co Llc	1,529	100,902	18.10	102,431	20.54	-1.49
Castle Rock Wealth Management, LLC	1,411	34,459	18.28	35,870	19.79	-3.93
Bard Financial Services, Inc.	1,000	150,060	18.10	151,060	20.54	-0.66
Gradient Investments LLC	303	121	16.53	424	21.23	-71.46

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
Foresight Capital Management Advisors, Inc.	631	20.60

Past Week 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	166,646	18.10	171,893	20.54
Sound Income Strategies, LLC	166,202	18.10	178,140	20.54
Procyon Private Wealth Partners, LLC	141,696	18.10	131,407	20.54
Plimoth Trust Co Llc	100,902	18.10	102,431	20.54
Private Advisor Group, LLC	81,447	18.10	11,083	20.57
Signature Wealth Management Group	62,572	18.11	62,064	20.54
Sightline Wealth Advisors, LLC	58,868	18.11	55,362	20.54
Delta Capital Management Llc	47,780	18.10	42,360	20.54
Castle Rock Wealth Management, LLC	34,459	18.28	35,870	19.79
Stewardship Advisors, LLC	28,472	18.09	26,401	20.53
Grandview Asset Management LLC	21,965	18.12	26,130	20.55
Wolff Wiese Magana Llc	991	18.16	991	20.18
Gradient Investments LLC	121	16.53	424	21.23

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	70,364	81,447	18.10	11,083	20.57	634.88
Procyon Private Wealth Partners, LLC	10,289	141,696	18.10	131,407	20.54	7.83
Delta Capital Management Llc	5,420	47,780	18.10	42,360	20.54	12.80
Sightline Wealth Advisors, LLC	3,506	58,868	18.11	55,362	20.54	6.33
Stewardship Advisors, LLC	2,071	28,472	18.09	26,401	20.53	7.84
Signature Wealth Management Group	508	62,572	18.11	62,064	20.54	0.82

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Sound Income Strategies, LLC	11,938	166,202	18.10	178,140	20.54	-6.70
Cambridge Investment Research Advisors, Inc.	5,247	166,646	18.10	171,893	20.54	-3.05
Grandview Asset Management LLC	4,165	21,965	18.12	26,130	20.55	-15.94
Plimoth Trust Co Llc	1,529	100,902	18.10	102,431	20.54	-1.49
Castle Rock Wealth Management, LLC	1,411	34,459	18.28	35,870	19.79	-3.93
Gradient Investments LLC	303	121	16.53	424	21.23	-71.46

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