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 | 68 | 12.00 | 11.99 | 11.96 |
| Previous Quarter | 71 | 12.00 | 11.99 | 11.98 |
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 | 23 | 3 | 0 | 1 | 1 |
| 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 | 1 | 2 | 0 | 1 | 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 |
|---|---|---|
| Selway Asset Management | 545,098 | 11.99 |
| Gill Capital Partners, Llc | 500,038 | 11.99 |
| Guggenheim Capital Llc | 364,347 | 11.99 |
| UBS Group AG | 273,046 | 11.99 |
| Stifel Financial Corp | 128,834 | 11.99 |
| Bank Of America Corp /de/ | 127,102 | 11.99 |
| Royal Bank Of Canada | 124,104 | 11.99 |
| Advisor Group Holdings, Inc. | 117,453 | 12.00 |
| Truist Financial Corp | 110,033 | 11.99 |
| Mml Investors Services, Llc | 106,498 | 11.99 |
| Avantax Advisory Services, Inc. | 106,098 | 12.02 |
| Commonwealth Equity Services, Llc | 101,107 | 11.99 |
| Morgan Stanley | 98,166 | 11.99 |
| Cambridge Investment Research Advisors, Inc. | 78,418 | 11.52 |
| Van Eck Associates Corp | 77,739 | 11.99 |
| XMPT - VanEck Vectors CEF Municipal Income ETF | 72,674 | 11.05 |
| Rivernorth Capital Management, Llc | 60,492 | 11.99 |
| RiverNorth Managed Duration Municipal Income Fund II, Inc. | 60,492 | 11.99 |
| LPL Financial LLC | 50,278 | 11.99 |
| Coldstream Capital Management Inc | 49,831 | 11.98 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Selway Asset Management | 545,098 | 11.99 |
| Gill Capital Partners, Llc | 500,038 | 11.99 |
| Guggenheim Capital Llc | 364,347 | 11.99 |
| UBS Group AG | 273,046 | 11.99 |
| Stifel Financial Corp | 128,834 | 11.99 |
| Bank Of America Corp /de/ | 127,102 | 11.99 |
| Royal Bank Of Canada | 124,104 | 11.99 |
| Advisor Group Holdings, Inc. | 117,453 | 12.00 |
| Truist Financial Corp | 110,033 | 11.99 |
| Mml Investors Services, Llc | 106,498 | 11.99 |
| Avantax Advisory Services, Inc. | 106,098 | 12.02 |
| Commonwealth Equity Services, Llc | 101,107 | 11.99 |
| Morgan Stanley | 98,166 | 11.99 |
| Van Eck Associates Corp | 77,739 | 11.99 |
| Cambridge Investment Research Advisors, Inc. | 76,876 | 11.99 |
| XMPT - VanEck Vectors CEF Municipal Income ETF | 75,371 | 13.71 |
| Rivernorth Capital Management, Llc | 60,492 | 11.99 |
| RiverNorth Managed Duration Municipal Income Fund II, Inc. | 60,492 | 11.99 |
| LPL Financial LLC | 50,278 | 11.99 |
| Coldstream Capital Management Inc | 49,831 | 11.98 |
| Name | Shares | PPS |
|---|---|---|
| Mascoma Wealth Management LLC | 38 |
| Name | Shares | PPS |
|---|---|---|
| Moors & Cabot, Inc. | 15,000 | 1.00 |
| Koshinski Asset Management, Inc. | 2,600 | 11.92 |
| Bbva Usa | 233 | 12.88 |
| Newbridge Financial Services Group, Inc. | ||
| Northern Trust Corp | ||
| Aveo Capital Partners, LLC | ||
| Creative Planning | ||
| Harbour Investments, Inc. | ||
| Widmann Financial Services, Inc. | ||
| AdvisorNet Financial, Inc | ||
| Raymond James Financial Services Advisors, Inc. | ||
| Pnc Financial Services Group, Inc. | ||
| Retirement Planning Co of New England, Inc. | ||
| HighTower Advisors, LLC | ||
| First Horizon Advisors, Inc. | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Kestra Advisory Services, LLC | ||
| Hennion & Walsh Asset Management, Inc. | ||
| Traynor Capital Management, Inc. | ||
| M&r Capital Management Inc | ||
| Wagner Wealth Management, Llc | ||
| Panagora Asset Management Inc | ||
| Millennium Management Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 78,418 | 11.52 | 76,876 | 11.99 |
| XMPT - VanEck Vectors CEF Municipal Income ETF | 72,674 | 11.05 | 75,371 | 13.71 |
| FNY Investment Advisers, LLC | 600 | 10.00 | 600 | 11.67 |
| 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 | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Mascoma Wealth Management LLC | 38 |
| Name | Shares | PPS |
|---|---|---|
| Koshinski Asset Management, Inc. | 2,600 | 11.92 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 78,418 | 11.52 | 76,876 | 11.99 |
| FNY Investment Advisers, LLC | 600 | 10.00 | 600 | 11.67 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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