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 33 10.00 9.69 9.68
Previous Quarter 34 10.00 9.69 9.68

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 11 0 0 0 0
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 0 0 0 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 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
Virtu Financial LLC 182,354 9.67
LPL Financial LLC 131,919 9.67
Royal Bank Of Canada 126,474 9.68
Jane Street Group, Llc 83,827 9.67
Intellectus Partners, LLC 31,100 9.68
Twin Focus Capital Partners, Llc 26,000 9.69
Susquehanna International Group, Llp 24,019 9.66
Cetera Advisor Networks LLC 23,079 9.66
Flow Traders U.s. Llc 22,689 9.70
Sunbelt Securities, Inc. 21,208 9.76
Crown Wealth Group, LLC 19,392 9.69
Patriot Investment Management Inc. 18,000 9.67
IHT Wealth Management, LLC 17,950 9.69
Advisory Services Network, LLC 13,290 9.71
Financial Advocates Investment Management 11,027 9.70
Advisor Group Holdings, Inc. 9,885 9.61
Disciplined Investments, LLC 4,200 9.76
Cwm, Llc 2,190 9.59
Iron Horse Wealth Management, LLC 2,127 9.87
Morgan Stanley 1,000 10.00

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
Virtu Financial LLC 182,354 9.67
Peak Financial Advisors Llc 146,239 9.68
LPL Financial LLC 131,919 9.67
Royal Bank Of Canada 126,474 9.68
Jane Street Group, Llc 83,827 9.67
Intellectus Partners, LLC 31,100 9.68
Twin Focus Capital Partners, Llc 26,000 9.69
Susquehanna International Group, Llp 24,019 9.66
Cetera Advisor Networks LLC 23,079 9.66
Flow Traders U.s. Llc 22,689 9.70
Brookstone Capital Management 21,824 9.58
Sunbelt Securities, Inc. 21,208 9.76
Crown Wealth Group, LLC 19,392 9.69
Patriot Investment Management Inc. 18,000 9.67
IHT Wealth Management, LLC 17,950 9.69
Advisory Services Network, LLC 13,290 9.71
Financial Advocates Investment Management 11,027 9.70
Advisor Group Holdings, Inc. 9,885 9.61
Disciplined Investments, LLC 4,200 9.76
Carroll Financial Associates, Inc. 2,453 9.38

 

Recent Quarter Analysis

Name Shares PPS
Allworth Financial LP 310 9.68
Name Shares PPS
Peak Financial Advisors Llc 146,239 9.68
Brookstone Capital Management 21,824 9.58
Carroll Financial Associates, Inc. 2,453 9.38
Newbridge Financial Services Group, Inc. 1,000 10.00
UBS Group AG
Huntington National Bank
Proequities, Inc.
Arkadios Wealth Advisors
Columbus Macro, LLC
Cetera Investment Advisers
Envestnet Asset Management Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Allworth Financial LP 310 9.68
Name Shares PPS
Peak Financial Advisors Llc 146,239 9.68
Brookstone Capital Management 21,824 9.58
Newbridge Financial Services Group, Inc. 1,000 10.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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