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	99	7.00	7.07	6.95
Previous Quarter	102	7.00	7.07	7.01

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	2	18	9	0	2	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	2	5	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 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	13,699	0.00	0.00
Previous Quarter	0	0.00	0.00	13,699	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
FIRST TRUST PORTFOLIOS LP	3,874,662
Raymond James & Associates	721,872	7.07
Morgan Stanley	663,083	7.07
Bank Of America Corp /de/	313,888	7.07
Ameriprise Financial Inc	287,694	7.05
Wells Fargo & Company/mn	252,148	7.07
Van Eck Associates Corp	209,364	7.07
XMPT - VanEck Vectors CEF Municipal Income ETF	195,700	6.44
Raymond James Financial Services Advisors, Inc.	195,046	7.07
RiverNorth Managed Duration Municipal Income Fund II, Inc.	182,040	7.07
Rivernorth Capital Management, Llc	182,040	7.07
Advisor Group Holdings, Inc.	125,017	7.06
National Asset Management, Inc.	123,182	7.07
LPL Financial LLC	119,486	7.07
Advisors Asset Management, Inc.	119,356	7.07
Joseph P. Lucia & Associates, LLC	109,403	7.07
Capital Investment Advisors, LLC	106,559	6.62
Sheaff Brock Investment Advisors, LLC	96,827	7.07
Invesco Ltd.	94,025	7.07
Goodwin Daniel L	90,112	7.07

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
Raymond James & Associates	721,872	7.07
Morgan Stanley	663,083	7.07
Bank Of America Corp /de/	313,888	7.07
Ameriprise Financial Inc	287,694	7.05
Wells Fargo & Company/mn	252,148	7.07
Van Eck Associates Corp	209,364	7.07
Raymond James Financial Services Advisors, Inc.	195,046	7.07
RiverNorth Managed Duration Municipal Income Fund II, Inc.	182,040	7.07
Rivernorth Capital Management, Llc	182,040	7.07
XMPT - VanEck Vectors CEF Municipal Income ETF	165,040	7.51
Advisor Group Holdings, Inc.	125,017	7.06
National Asset Management, Inc.	123,182	7.07
LPL Financial LLC	119,486	7.07
Advisors Asset Management, Inc.	119,356	7.07
Capital Investment Advisors, LLC	112,304	7.07
Joseph P. Lucia & Associates, LLC	109,403	7.07
Sheaff Brock Investment Advisors, LLC	96,827	7.07
Invesco Ltd.	94,025	7.07
Goodwin Daniel L	90,112	7.07
Royal Bank Of Canada	87,344	7.06

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	3,874,662
Mascoma Wealth Management LLC	670	5.97

Recent Quarter 18 Institutes closed out their positions

Name	Shares	PPS
Segall Bryant & Hamill, Llc	34,000	8.35
Calton & Associates, Inc.	13,683	7.02
Private Advisor Group, LLC	10,752	7.07
Hayden Royal, Llc
Citigroup Inc
Newbridge Financial Services Group, Inc.
CoreCap Advisors, LLC
Huntington National Bank
Cambridge Trust Co
Andrew Hill Investment Advisors, Inc.
Signet Financial Management, Llc
Plante Moran Financial Advisors, LLC
Lloyd Park, LLC
Tower Research Capital LLC (TRC)
Harbour Investments, Inc.
Proequities, Inc.
International Assets Investment Management, Llc
Kestra Advisory Services, LLC

Recent Quarter 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
XMPT - VanEck Vectors CEF Municipal Income ETF	195,700	6.44	165,040	7.51
Capital Investment Advisors, LLC	106,559	6.62	112,304	7.07
Cambridge Investment Research Advisors, Inc.	52,543	6.62	51,658	7.07
Raymond James Trust N.a.	13,380	6.58	13,380	7.03
Procyon Private Wealth Partners, LLC	12,803	6.64	12,803	7.11
Dubuque Bank & Trust Co	11,200	6.61	11,200	7.05
AdvisorNet Financial, Inc	2,116	6.62	2,116	7.09
City Holding Co	2,000	6.50	2,000	7.00
FNY Investment Advisers, LLC	600	5.00	600	6.67

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
XMPT - VanEck Vectors CEF Municipal Income ETF	30,660	195,700	6.44	165,040	7.51	18.58
Cambridge Investment Research Advisors, Inc.	885	52,543	6.62	51,658	7.07	1.71

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Capital Investment Advisors, LLC	5,745	106,559	6.62	112,304	7.07	-5.12

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
Mascoma Wealth Management LLC	670	5.97

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Calton & Associates, Inc.	13,683	7.02
Private Advisor Group, LLC	10,752	7.07

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	52,543	6.62	51,658	7.07
Raymond James Trust N.a.	13,380	6.58	13,380	7.03
Procyon Private Wealth Partners, LLC	12,803	6.64	12,803	7.11
Dubuque Bank & Trust Co	11,200	6.61	11,200	7.05
FNY Investment Advisers, LLC	600	5.00	600	6.67

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	885	52,543	6.62	51,658	7.07	1.71

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