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 | 56 | 1.00 | 0.80 | 0.81 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 45 | 12 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 4 | 1 | 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 | 0 | 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Green Alpha Advisors, LLC | 114,970 | 0.80 |
| Renaissance Technologies Llc | 105,200 | |
| BRSIX - Ultra-Small Company Market Fund Class N | 102,600 | 0.80 |
| Bridgeway Capital Management Inc | 102,600 | 0.80 |
| Meitav Dash Investments Ltd | 82,673 | 0.80 |
| Prime Capital Investment Advisors, LLC | 61,782 | 0.81 |
| Values First Advisors, Inc. | 50,510 | 0.81 |
| Nia Impact Advisors, Llc | 38,294 | 0.76 |
| Jane Street Group, Llc | 37,013 | 0.81 |
| DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,473 | 1.05 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,523 | 0.78 |
| FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,169 | 0.87 |
| Geode Capital Management, Llc | 25,169 | 0.79 |
| Citadel Advisors Llc | 17,700 | 0.79 |
| EverSource Wealth Advisors, LLC | 16,000 | 0.81 |
| Susquehanna International Group, Llp | 13,700 | 0.80 |
| Archford Capital Strategies, LLC | 13,091 | 0.76 |
| Morgan Stanley | 11,378 | 0.79 |
| LPL Financial LLC | 10,510 | 0.76 |
| Y.D. More Investments Ltd | 10,200 | 0.78 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Green Alpha Advisors, LLC | 114,970 | 0.80 |
| Renaissance Technologies Llc | 105,200 | |
| Bridgeway Capital Management Inc | 102,600 | 0.80 |
| BRSIX - Ultra-Small Company Market Fund Class N | 102,600 | 0.80 |
| Meitav Dash Investments Ltd | 82,673 | 0.80 |
| Prime Capital Investment Advisors, LLC | 61,782 | 0.81 |
| Values First Advisors, Inc. | 50,510 | 0.81 |
| Nia Impact Advisors, Llc | 38,294 | 0.76 |
| Jane Street Group, Llc | 37,013 | 0.81 |
| DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,473 | 1.05 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,523 | 0.78 |
| Geode Capital Management, Llc | 25,169 | 0.79 |
| FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,169 | 0.87 |
| EverSource Wealth Advisors, LLC | 16,000 | 0.81 |
| Archford Capital Strategies, LLC | 13,091 | 0.76 |
| Morgan Stanley | 11,378 | 0.79 |
| LPL Financial LLC | 10,510 | 0.76 |
| Y.D. More Investments Ltd | 10,200 | 0.78 |
| Kestra Private Wealth Services, Llc | 10,000 | 0.80 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,947 | 1.01 |
| Name | Shares | PPS |
|---|---|---|
| International Assets Investment Management, Llc | ||
| Simplex Trading, Llc | ||
| Two Sigma Securities, Llc | ||
| Susquehanna International Group, Llp | ||
| Citadel Advisors Llc | ||
| Activest Wealth Management | ||
| Virtu Financial LLC | ||
| Citadel Advisors Llc | ||
| Steward Partners Investment Advisory, Llc | ||
| Brown Shipley& Co Ltd | ||
| Credit Suisse Ag/ | ||
| IFP Advisors, Inc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Citadel Advisors Llc | 17,700 |
| Susquehanna International Group, Llp | 13,700 |
| Simplex Trading, Llc | 2,600 |
| Group One Trading, L.p. | 2,000 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|