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	246	17.00	16.92	16.48
Previous Quarter	263	17.00	16.92	16.63

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	44	28	1	7	13
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	21	0	5	8
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	2,548,088	16.92
Bank Of America Corp /de/	1,997,159	16.92
Wells Fargo & Company/mn	1,194,335	16.92
LPL Financial LLC	1,192,650	16.92
ARS Wealth Advisors Group, LLC	1,058,660	16.92
UBS Group AG	849,906	16.92
Royal Bank Of Canada	585,691	16.92
Aj Wealth Strategies, Llc	354,550	16.92
Envestnet Asset Management Inc	346,092	16.92
Cim, Llc	339,747	15.76
Evoke Wealth, Llc	339,273	0.17
Custos Family Office, LLC	313,119	16.92
North Star Investment Management Corp.	298,687	16.92
Gradient Investments LLC	277,953	15.54
Strategic Wealth Designers	275,245	16.92
Cambridge Investment Research Advisors, Inc.	256,255	15.54
Advisor Group Holdings, Inc.	246,823	16.94
FinTrust Capital Advisors, LLC	242,394	16.92
Ameriprise Financial Inc	224,859	16.92
Renaissance Technologies Llc	216,300	16.92

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	2,548,088	16.92
Bank Of America Corp /de/	1,997,159	16.92
Wells Fargo & Company/mn	1,194,335	16.92
LPL Financial LLC	1,192,650	16.92
ARS Wealth Advisors Group, LLC	1,058,660	16.92
UBS Group AG	849,906	16.92
Royal Bank Of Canada	585,691	16.92
Aj Wealth Strategies, Llc	354,550	16.92
Envestnet Asset Management Inc	346,092	16.92
Evoke Wealth, Llc	339,273	0.17
Cim, Llc	319,193	16.17
Appleton Partners Inc/ma	313,913	16.92
Custos Family Office, LLC	313,119	16.92
North Star Investment Management Corp.	298,687	16.92
Gradient Investments LLC	277,568	16.92
Strategic Wealth Designers	275,245	16.92
Advisor Group Holdings, Inc.	246,823	16.94
FinTrust Capital Advisors, LLC	242,394	16.92
Cambridge Investment Research Advisors, Inc.	237,926	16.92
Ameriprise Financial Inc	224,859	16.92

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
ACG Wealth	1,040	15.38

Recent Quarter 44 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	45,397	18.86
Wbh Advisory Inc	10,450	15.69
Bank of New Hampshire	1,240	16.94
Carroll Financial Associates, Inc.	450	17.78
Cutler Group LP	200
GeoWealth Management, LLC
Nwam Llc
Newman Dignan & Sheerar, Inc.
Aptus Capital Advisors, LLC
Eaton Vance Management
First Command Advisory Services, Inc.
Exchange Traded Concepts, Llc
Strategic Blueprint, LLC
Charles Schwab Investment Advisory, Inc.
Financial Insights, Inc.
McMahon Financial Advisors, LLC
Wealthspire Advisors, LLC
Cohen Klingenstein LLC
Richwood Investment Advisors, LLC
United Capital Financial Advisers, Llc
Lake Street Financial Llc
Bessemer Group Inc
Glovista Investments LLC
Lehman & Derafelo Financial Resources LLC
Cabana Llc
Advisors Asset Management, Inc.
CWA Asset Management Group, LLC
Signet Financial Management, Llc
Old Mission Capital Llc
Kovack Advisors, Inc.
CoreCap Advisors, LLC
Glassman Wealth Services
Sowell Financial Services LLC
Snowden Capital Advisors LLC
Financial Advisors Network, Inc.
Citadel Advisors Llc
Citadel Advisors Llc
Meadow Creek Wealth Advisors Llc
Kerntke Otto McGlone Wealth Management Group
Probity Advisors, Inc.
Patriot Financial Group Insurance Agency, LLC
Proequities, Inc.
Cetera Advisors LLC
Jacobi Capital Management LLC

Recent Quarter 28 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cim, Llc	339,747	15.76	319,193	16.17
Gradient Investments LLC	277,953	15.54	277,568	16.92
Cambridge Investment Research Advisors, Inc.	256,255	15.54	237,926	16.92
Appleton Partners Inc/ma	212,740	15.54	313,913	16.92
Sound Income Strategies, LLC	191,067	15.54	215,187	16.92
Private Advisor Group, LLC	164,858	15.54	30,425	16.93
BT Wealth Management LLC	80,475	15.82	131,142	16.92
Koshinski Asset Management, Inc.	43,731	0.02	47,677	16.93
Capital Investment Advisors, LLC	41,643	15.54	42,152	16.91
Pennsylvania Capital Management Inc /adv	36,820	15.54	38,512	16.93
Orion Portfolio Solutions, LLC	18,632	15.56	14,434	16.90
Flagship Harbor Advisors, Llc	16,298	15.52	37,413	16.92
Covington Capital Management	14,550	15.53	14,550	16.91
Rockland Trust Co	11,695	15.56	11,695	16.93
Foundations Investment Advisors, LLC	10,167	15.54	10,307	16.11
Optimum Investment Advisors	9,955	15.57	10,655	16.89
Affiance Financial, LLC	9,472	15.52	9,609	16.96
Sargent Bickham Lagudis LLC	6,803	15.58	6,803	16.90
First National Bank of South Miami	3,289	15.51	3,289	17.03
AdvisorNet Financial, Inc	2,710	15.50	2,701	17.03

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Worth Asset Management, LLC	9,230	15.49	9,960	15.26

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	134,433	164,858	15.54	30,425	16.93	441.85
Cim, Llc	20,554	339,747	15.76	319,193	16.17	6.44
Cambridge Investment Research Advisors, Inc.	18,329	256,255	15.54	237,926	16.92	7.70
Orion Portfolio Solutions, LLC	4,198	18,632	15.56	14,434	16.90	29.08
Lowe Wealth Advisors, LLC	650	1,300	15.38	650	16.92	100.00
Gradient Investments LLC	385	277,953	15.54	277,568	16.92	0.14
AdvisorNet Financial, Inc	9	2,710	15.50	2,701	17.03	0.33

Recent Quarter 13 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Appleton Partners Inc/ma	101,173	212,740	15.54	313,913	16.92	-32.23
BT Wealth Management LLC	50,667	80,475	15.82	131,142	16.92	-38.64
Sound Income Strategies, LLC	24,120	191,067	15.54	215,187	16.92	-11.21
Flagship Harbor Advisors, Llc	21,115	16,298	15.52	37,413	16.92	-56.44
Koshinski Asset Management, Inc.	3,946	43,731	0.02	47,677	16.93	-8.28
Newbridge Financial Services Group, Inc.	2,000	575	15.65	2,575	17.09	-77.67
Pennsylvania Capital Management Inc /adv	1,692	36,820	15.54	38,512	16.93	-4.39
Independence Bank of Kentucky	1,100	950	15.79	2,050	17.07	-53.66
Worth Asset Management, LLC	730	9,230	15.49	9,960	15.26	-7.33
Optimum Investment Advisors	700	9,955	15.57	10,655	16.89	-6.57
Capital Investment Advisors, LLC	509	41,643	15.54	42,152	16.91	-1.21
Foundations Investment Advisors, LLC	140	10,167	15.54	10,307	16.11	-1.36
Affiance Financial, LLC	137	9,472	15.52	9,609	16.96	-1.43

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
ACG Wealth	1,040	15.38

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Wbh Advisory Inc	10,450	15.69

Past Week 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cim, Llc	339,747	15.76	319,193	16.17
Gradient Investments LLC	277,953	15.54	277,568	16.92
Cambridge Investment Research Advisors, Inc.	256,255	15.54	237,926	16.92
Sound Income Strategies, LLC	191,067	15.54	215,187	16.92
Private Advisor Group, LLC	164,858	15.54	30,425	16.93
BT Wealth Management LLC	80,475	15.82	131,142	16.92
Koshinski Asset Management, Inc.	43,731	0.02	47,677	16.93
Pennsylvania Capital Management Inc /adv	36,820	15.54	38,512	16.93
Orion Portfolio Solutions, LLC	18,632	15.56	14,434	16.90
Flagship Harbor Advisors, Llc	16,298	15.52	37,413	16.92
Rockland Trust Co	11,695	15.56	11,695	16.93
Optimum Investment Advisors	9,955	15.57	10,655	16.89
Affiance Financial, LLC	9,472	15.52	9,609	16.96
Sargent Bickham Lagudis LLC	6,803	15.58	6,803	16.90
First National Bank of South Miami	3,289	15.51	3,289	17.03
Wolff Wiese Magana Llc	1,403	15.68	1,403	17.11
Pinnacle Bancorp, Inc.	1,000	16.00	1,000	17.00
Burleson & Company, LLC	750	16.00	750	17.33
Newbridge Financial Services Group, Inc.	575	15.65	2,575	17.09
BerganKDV Wealth Management, LLC	525	15.24	525	17.14
Allworth Financial LP	275	14.55	275	18.18

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	134,433	164,858	15.54	30,425	16.93	441.85
Cim, Llc	20,554	339,747	15.76	319,193	16.17	6.44
Cambridge Investment Research Advisors, Inc.	18,329	256,255	15.54	237,926	16.92	7.70
Orion Portfolio Solutions, LLC	4,198	18,632	15.56	14,434	16.90	29.08
Gradient Investments LLC	385	277,953	15.54	277,568	16.92	0.14

Past Week 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
BT Wealth Management LLC	50,667	80,475	15.82	131,142	16.92	-38.64
Sound Income Strategies, LLC	24,120	191,067	15.54	215,187	16.92	-11.21
Flagship Harbor Advisors, Llc	21,115	16,298	15.52	37,413	16.92	-56.44
Koshinski Asset Management, Inc.	3,946	43,731	0.02	47,677	16.93	-8.28
Newbridge Financial Services Group, Inc.	2,000	575	15.65	2,575	17.09	-77.67
Pennsylvania Capital Management Inc /adv	1,692	36,820	15.54	38,512	16.93	-4.39
Optimum Investment Advisors	700	9,955	15.57	10,655	16.89	-6.57
Affiance Financial, LLC	137	9,472	15.52	9,609	16.96	-1.43

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