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	131	19.00	18.80	18.80
Previous Quarter	137	19.00	18.80	18.85

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	4	24	10	0	3	2
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	2	0	2	0
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	180,321	1.55	18.79	1,108,803	9.51	18.80
Previous Quarter	180,321	1.55	18.79	1,108,803	9.51	18.80

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
DEPRINCE RACE & ZOLLO INC	744,250
Deprince Race & Zollo Inc	708,469	18.80
Vanguard Group Inc	555,748	18.80
Goff John C	534,845	18.80
KENNEDY CAPITAL MANAGEMENT, INC.	503,979
Kennedy Capital Management, Inc.	469,897	18.80
Russell Investments Group, Ltd.	440,908	18.80
Pacific Ridge Capital Partners, LLC	437,698	18.80
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	386,079	18.80
Keeley-Teton Advisors, LLC	323,821	18.80
Ancora Advisors, LLC	296,871	18.80
KSDVX - Keeley Small Cap Dividend Value Fund Class A	284,432	18.80
Uniplan Investment Counsel, Inc.	261,259	18.80
Putnam Investments Llc	219,792	18.80
Deroy & Devereaux Private Investment Counsel Inc	191,930	18.80
REBYX - U.S. Small Cap Equity Fund Class Y	179,201	18.70
Franklin Resources Inc	170,621	18.80
FVRMX - Franklin Microcap Value Fund Advisor Class	170,621	18.70
BlackRock Inc.	168,424	18.80
Foundry Partners, LLC	163,985	18.80

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
Deprince Race & Zollo Inc	708,469	18.80
Vanguard Group Inc	555,748	18.80
Goff John C	534,845	18.80
Kennedy Capital Management, Inc.	469,897	18.80
Russell Investments Group, Ltd.	440,908	18.80
Pacific Ridge Capital Partners, LLC	437,698	18.80
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	386,079	18.80
Keeley-Teton Advisors, LLC	323,821	18.80
Ancora Advisors, LLC	296,871	18.80
KSDVX - Keeley Small Cap Dividend Value Fund Class A	284,432	18.80
Uniplan Investment Counsel, Inc.	261,259	18.80
Putnam Investments Llc	219,792	18.80
Deroy & Devereaux Private Investment Counsel Inc	191,930	18.80
REBYX - U.S. Small Cap Equity Fund Class Y	179,201	19.70
Franklin Resources Inc	170,621	18.80
FVRMX - Franklin Microcap Value Fund Advisor Class	170,621	19.70
BlackRock Inc.	168,424	18.80
Foundry Partners, LLC	163,985	18.80
Renaissance Technologies Llc	157,504	18.80
PSLAX - Putnam Small Cap Value Fund Class A Shares	156,594	19.17

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
DEPRINCE RACE & ZOLLO INC	744,250
KENNEDY CAPITAL MANAGEMENT, INC.	503,979
RTXAX - Tax-Managed Real Assets Fund Class A	49,678	18.70
Dimensional ETF Trust - Dimensional US Real Estate ETF	20

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
BMVSX - Baird Small/Mid Cap Value Fund Investor Class	25,907	18.37
Koshinski Asset Management, Inc.	1,600	18.75
Monashee Investment Management LLC
Wakefield Asset Management LLLP
Tibra Equities Europe Ltd
New York State Common Retirement Fund
Panagora Asset Management Inc
ExodusPoint Capital Management, LP
Man Group plc
Macquarie Group Ltd
Baird Financial Group, Inc.
BSVSX - Baird SmallCap Value Fund Investor Class
Ergoteles LLC
Hrt Financial Lp
Teton Advisors, Inc.
Alyeska Investment Group, L.P.
Bank Of America Corp /de/
Deutsche Bank Ag\
Meridian Wealth Partners, LLC
Better Money Decisions, LLC
Squarepoint Ops LLC
Global Wealth Management Investment Advisory, Inc.
Proequities, Inc.
O'shaughnessy Asset Management, Llc

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
REBYX - U.S. Small Cap Equity Fund Class Y	179,201	18.70	179,201	19.70
FVRMX - Franklin Microcap Value Fund Advisor Class	170,621	18.70	170,621	19.70
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S	42,194	18.70	41,118	19.70
USRT - iShares Core U.S. REIT ETF	19,543	18.68	20,583	19.68
Diligent Investors, LLC	10,508	17.89	10,392	18.76
State of Alaska, Department of Revenue	5,205	17.87	6,140	18.57
SWTSX - Schwab Total Stock Market Index Fund	4,623	18.60	4,623	19.68
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class	3,808	18.64	3,808	19.70
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares	2,374	18.53	2,374	19.80
Copeland Capital Management, LLC	1,844	17.90	1,801	18.88

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S	1,076	42,194	18.70	41,118	19.70	2.62
Diligent Investors, LLC	116	10,508	17.89	10,392	18.76	1.12
Copeland Capital Management, LLC	43	1,844	17.90	1,801	18.88	2.39

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
USRT - iShares Core U.S. REIT ETF	1,040	19,543	18.68	20,583	19.68	-5.05
State of Alaska, Department of Revenue	935	5,205	17.87	6,140	18.57	-15.23

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
Koshinski Asset Management, Inc.	1,600	18.75

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Diligent Investors, LLC	10,508	17.89	10,392	18.76
Copeland Capital Management, LLC	1,844	17.90	1,801	18.88

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Diligent Investors, LLC	116	10,508	17.89	10,392	18.76	1.12
Copeland Capital Management, LLC	43	1,844	17.90	1,801	18.88	2.39

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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