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	125	19.00	19.63	19.52
Previous Quarter	137	19.00	19.63	19.59

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	30	10	1	4	3
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	3	6	1	2	2
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	3,128,182	19.63
Invesco Ltd.	1,033,921	19.63
UBS Group AG	866,707	19.63
Wells Fargo & Company/mn	758,033	19.63
LPL Financial LLC	628,584	19.63
Aj Wealth Strategies, Llc	589,816	19.63
Clear Creek Financial Management, LLC	365,734	19.63
Bank Of America Corp /de/	351,677	19.63
Northwestern Mutual Wealth Management Co	349,190	19.63
First American Trust, Fsb	336,855	19.63
Ameriprise Financial Inc	331,455	19.60
Mainstay Capital Management Llc /adv	321,320	19.63
Silver Lake Advisory, LLC	312,291	19.63
Raymond James Financial Services Advisors, Inc.	259,766	19.63
Envestnet Asset Management Inc	200,564	19.63
Cahill Financial Advisors Inc	178,192	19.63
Advisor Group Holdings, Inc.	176,355	19.56
SkyView Investment Advisors, LLC	175,032	18.31
Mariner, LLC	172,368	19.63
Stifel Financial Corp	170,524	19.63

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	3,128,182	19.63
Invesco Ltd.	1,033,921	19.63
UBS Group AG	866,707	19.63
Wells Fargo & Company/mn	758,033	19.63
LPL Financial LLC	628,584	19.63
Aj Wealth Strategies, Llc	589,816	19.63
Clear Creek Financial Management, LLC	365,734	19.63
Bank Of America Corp /de/	351,677	19.63
Northwestern Mutual Wealth Management Co	349,190	19.63
First American Trust, Fsb	336,855	19.63
Ameriprise Financial Inc	331,455	19.60
Mainstay Capital Management Llc /adv	321,320	19.63
Silver Lake Advisory, LLC	312,291	19.63
Raymond James Financial Services Advisors, Inc.	259,766	19.63
Envestnet Asset Management Inc	200,564	19.63
Cahill Financial Advisors Inc	178,192	19.63
Cambridge Investment Research Advisors, Inc.	177,475	19.63
Advisor Group Holdings, Inc.	176,355	19.56
SkyView Investment Advisors, LLC	175,032	18.31
Mariner, LLC	172,368	19.63

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Brookstone Capital Management	12,110	17.18

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
EWG Elevate Inc.	117,513	19.63
Harborview Advisors, LLC	20,371	17.57
Bbva Usa	7,052	17.58
Carroll Financial Associates, Inc.	4,000	18.25
Koshinski Asset Management, Inc.	823	19.44
Wealth Quarterback LLC	662
Newbridge Financial Services Group, Inc.	500	20.00
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Merriman Wealth Management, LLC
Strategic Blueprint, LLC
BDO Wealth Advisors, LLC
FinTrust Capital Advisors, LLC
Bessemer Group Inc
Snowden Capital Advisors LLC
Qube Research & Technologies Ltd
Advisory Services Network, LLC
Old Mission Capital Llc
Moors & Cabot, Inc.
Prosperity Planning, Inc.
Proequities, Inc.
Samalin Investment Counsel, LLC
Eaton Vance Management
Two Sigma Securities, Llc
Wintrust Investments Llc
Integrated Wealth Concepts LLC
Spire Wealth Management
Patriot Financial Group Insurance Agency, LLC
CoreCap Advisors, LLC
Susquehanna International Group, Llp
Lenox Wealth Advisors, LLC

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	89,852	17.12	177,475	19.63
Capital Investment Advisors, LLC	83,912	17.13	87,858	19.63
CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares	68,880	18.38	68,880	18.71
Private Advisor Group, LLC	48,841	17.12	38,521	19.63
AdvisorNet Financial, Inc	46,291	17.13	43,229	19.64
Worth Asset Management, LLC	21,637	17.10	21,614	17.72
Dubuque Bank & Trust Co	14,600	17.12	14,600	19.66
Calton & Associates, Inc.	10,272	17.04	12,146	19.59
Global Retirement Partners, LLC	687	17.47	687	18.92
Wolff Wiese Magana Llc	446	17.94	446	20.18

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allworth Financial LP	124,323	17.12	0

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Allworth Financial LP	124,323	124,323	17.12	0		0.00
Private Advisor Group, LLC	10,320	48,841	17.12	38,521	19.63	26.79
AdvisorNet Financial, Inc	3,062	46,291	17.13	43,229	19.64	7.08
Worth Asset Management, LLC	23	21,637	17.10	21,614	17.72	0.11

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	87,623	89,852	17.12	177,475	19.63	-49.37
Capital Investment Advisors, LLC	3,946	83,912	17.13	87,858	19.63	-4.49
Calton & Associates, Inc.	1,874	10,272	17.04	12,146	19.59	-15.43

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
Brookstone Capital Management	12,110	17.18

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	823	19.44
EWG Elevate Inc.	117,513	19.63
Newbridge Financial Services Group, Inc.	500	20.00

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	89,852	17.12	177,475	19.63
Private Advisor Group, LLC	48,841	17.12	38,521	19.63
Dubuque Bank & Trust Co	14,600	17.12	14,600	19.66
Calton & Associates, Inc.	10,272	17.04	12,146	19.59
Global Retirement Partners, LLC	687	17.47	687	18.92
Wolff Wiese Magana Llc	446	17.94	446	20.18

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allworth Financial LP	124,323	17.12	0

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Allworth Financial LP	124,323	124,323	17.12	0		0.00
Private Advisor Group, LLC	10,320	48,841	17.12	38,521	19.63	26.79

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	87,623	89,852	17.12	177,475	19.63	-49.37
Calton & Associates, Inc.	1,874	10,272	17.04	12,146	19.59	-15.43

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