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 146 6.00 5.78 5.69
Previous Quarter 155 60.00 5.78 6.08

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 2 48 15 1 7 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 4 8 1 4 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
YYY - Amplify High Income ETF 1,422,102 5.65
Penserra Capital Management LLC 1,402,698 5.78
Cohen & Steers, Inc. 1,240,829 5.78
PCEF - Invesco CEF Income Composite ETF 992,787 5.75
Invesco Ltd. 927,801 5.78
Cohen & Steers Closed-end Opportunity Fund, Inc. 894,919 5.78
Cambridge Investment Research Advisors, Inc. 857,102 5.17
Bank Of America Corp /de/ 695,363 5.78
Guggenheim Capital Llc 642,357 5.78
Procyon Private Wealth Partners, LLC 623,999 5.17
Vident Investment Advisory, LLC 620,994 5.78
EERN - DriveWealth Power Saver ETF 620,994 5.75
Commonwealth Equity Services, Llc 618,245 5.17
Morgan Stanley 544,136 5.78
Advisor Group Holdings, Inc. 406,809 5.78
LPL Financial LLC 375,925 5.78
Envestnet Asset Management Inc 293,373 5.78
Cetera Advisor Networks LLC 272,018 5.78
GWM Advisors LLC 251,689 5.78
Northwestern Mutual Wealth Management Co 249,606 5.78

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
YYY - Amplify High Income ETF 1,435,962 6.01
Penserra Capital Management LLC 1,402,698 5.78
Cohen & Steers, Inc. 1,240,829 5.78
PCEF - Invesco CEF Income Composite ETF 992,787 5.75
Invesco Ltd. 927,801 5.78
Cohen & Steers Closed-end Opportunity Fund, Inc. 894,919 5.78
Commonwealth Equity Services, Llc 755,984 5.78
Cambridge Investment Research Advisors, Inc. 743,806 5.78
Bank Of America Corp /de/ 695,363 5.78
Guggenheim Capital Llc 642,357 5.78
Vident Investment Advisory, LLC 620,994 5.78
EERN - DriveWealth Power Saver ETF 620,994 5.75
Morgan Stanley 544,136 5.78
Advisor Group Holdings, Inc. 406,809 5.78
LPL Financial LLC 375,925 5.78
Envestnet Asset Management Inc 293,373 5.78
Cetera Advisor Networks LLC 272,018 5.78
GWM Advisors LLC 251,689 5.78
Northwestern Mutual Wealth Management Co 249,606 5.78
UBS Group AG 234,965 5.78

 

Recent Quarter Analysis

Name Shares PPS
Procyon Private Wealth Partners, LLC 623,999 5.17
Adirondack Trust Co 3,472 5.18
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 208,379 6.28
Bell Rock Capital Llc 43,525 5.65
Money Concepts Capital Corp 13,032 5.76
Clearwater Capital Advisors, LLC 12,777 5.79
Ameritas Investment Corp 11,757
Flagship Private Wealth, LLC 10,801
Sonora Investment Management, LLC 1,717 6.41
Koshinski Asset Management, Inc. 1,350 5.93
Herold Advisors, Inc. 800 5780.00
Carroll Financial Associates, Inc. 7
GPS Wealth Strategies Group, LLC
Freestone Capital Holdings, LLC
Wedbush Securities Inc
Andrew Hill Investment Advisors, Inc.
Barclays Plc
Detalus Advisors, LLC
Cwm, Llc
Northern Trust Corp
Ameriprise Financial Inc
Pacitti Group Inc.
Semmax Financial Advisors Inc.
Bank of New York Mellon Corp
AdvisorNet Financial, Inc
Aristides Capital LLC
Tower Research Capital LLC (TRC)
Strategic Wealth Advisors Group, LLC
Fort Pitt Capital Group, Llc
Liberty Wealth Management Llc
Citigroup Inc
HighTower Advisors, LLC
Atlas Private Wealth Advisors
Addison Advisors LLC
Virtu Financial LLC
Ethic Inc.
CoreFirst Bank & Trust
Rockefeller Capital Management L.P.
Arlington Capital Management, Inc.
Cito Capital Group, LLC
Kowal Investment Group, LLC
Wealthcare Advisory Partners LLC
Pinnacle Wealth Planning Services, Inc.
Fifth Third Bancorp
Thomas J. Herzfeld Advisors, Inc.
Advisory Services Network, LLC
Gerber Kawasaki Wealth & Investment Management
RFG Advisory, LLC
Millennium Management Llc
Confluence Wealth Services, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
YYY - Amplify High Income ETF 1,422,102 5.65 1,435,962 6.01
Cambridge Investment Research Advisors, Inc. 857,102 5.17 743,806 5.78
Commonwealth Equity Services, Llc 618,245 5.17 755,984 5.78
Brinker Capital Investments, LLC 120,753 5.17 120,753 5.78
Integrated Capital Management, Inc. 35,541 5.15 33,560 5.78
Stratos Wealth Partners, LTD. 34,957 5.18 30,657 5.77
Spire Wealth Management 23,548 5.18 23,813 5.80
180 Wealth Advisors, Llc 17,745 5.13 17,745 5.75
Shulman DeMeo Asset Management LLC 13,838 5.20 14,225 5.76
Mechanics Bank Trust Department 10,800 5.19 10,800 5.74
Cedar Mountain Advisors, LLC 2,854 5.26 2,854 5.61
FNY Investment Advisers, LLC 2,600 5.00 2,600 5.77
Johnson Midwest Financial, LLC 1,957 5.11 1,906 5.77
Geneos Wealth Management Inc. 1,472 4.76 1,472 5.43
Global Retirement Partners, LLC 280 3.57 278 7.19
Name Current Shares Current PPS Previous Shares Previous PPS
Good Life Advisors, LLC 20,323 5.17 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 113,296 857,102 5.17 743,806 5.78 15.23
Good Life Advisors, LLC 20,323 20,323 5.17 0 0.00
Stratos Wealth Partners, LTD. 4,300 34,957 5.18 30,657 5.77 14.03
Arkadios Wealth Advisors 3,708 16,958 13,250 27.98
Integrated Capital Management, Inc. 1,981 35,541 5.15 33,560 5.78 5.90
Johnson Midwest Financial, LLC 51 1,957 5.11 1,906 5.77 2.68
Global Retirement Partners, LLC 2 280 3.57 278 7.19 0.72
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 137,739 618,245 5.17 755,984 5.78 -18.22
YYY - Amplify High Income ETF 13,860 1,422,102 5.65 1,435,962 6.01 -0.97
Shulman DeMeo Asset Management LLC 387 13,838 5.20 14,225 5.76 -2.72
Spire Wealth Management 265 23,548 5.18 23,813 5.80 -1.11
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
Flagship Private Wealth, LLC 10,801
Money Concepts Capital Corp 13,032 5.76
Clearwater Capital Advisors, LLC 12,777 5.79
Bell Rock Capital Llc 43,525 5.65
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 618,245 5.17 755,984 5.78
Brinker Capital Investments, LLC 120,753 5.17 120,753 5.78
Integrated Capital Management, Inc. 35,541 5.15 33,560 5.78
Stratos Wealth Partners, LTD. 34,957 5.18 30,657 5.77
Spire Wealth Management 23,548 5.18 23,813 5.80
Shulman DeMeo Asset Management LLC 13,838 5.20 14,225 5.76
Johnson Midwest Financial, LLC 1,957 5.11 1,906 5.77
Geneos Wealth Management Inc. 1,472 4.76 1,472 5.43
Name Current Shares Current PPS Previous Shares Previous PPS
Good Life Advisors, LLC 20,323 5.17 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Good Life Advisors, LLC 20,323 20,323 5.17 0 0.00
Stratos Wealth Partners, LTD. 4,300 34,957 5.18 30,657 5.77 14.03
Integrated Capital Management, Inc. 1,981 35,541 5.15 33,560 5.78 5.90
Johnson Midwest Financial, LLC 51 1,957 5.11 1,906 5.77 2.68
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 137,739 618,245 5.17 755,984 5.78 -18.22
Shulman DeMeo Asset Management LLC 387 13,838 5.20 14,225 5.76 -2.72
Spire Wealth Management 265 23,548 5.18 23,813 5.80 -1.11
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