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 | 1 | NaN | 0.00 | NaN |
| Previous Quarter | 76 | 12.00 | 5.86 | 5.49 |
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 | 0 | 68 | 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 | 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 |
|---|
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 1,369,874 | 5.46 |
| Private Advisor Group, LLC | 11,775 | 5.86 |
| IFP Advisors, Inc | 1,900 | 23.68 |
| Koshinski Asset Management, Inc. | 0 | |
| Jane Street Group, Llc | 0 | |
| Oppenheimer & Co Inc | 0 | |
| Stratos Wealth Partners, LTD. | 0 | |
| Envestnet Asset Management Inc | 0 | |
| IHT Wealth Management, LLC | 0 | |
| Susquehanna International Group, Llp | 0 | |
| Bartlett & Co. LLC | 0 | |
| Cutler Group LP | 0 | |
| Money Concepts Capital Corp | 0 | |
| Winch Advisory Services, LLC | 0 | |
| Levy Wealth Management Group, LLC | 0 | |
| Cornerstone Advisory, LLC | 0 | |
| Proequities, Inc. | 0 | |
| First Horizon Advisors, Inc. | 0 | |
| Field & Main Bank | 0 | |
| V Wealth Advisors LLC | 0 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 1,369,874 | 5.46 |
| Private Advisor Group, LLC | 11,775 | 5.86 |
| IFP Advisors, Inc | 1,900 | 23.68 |
| Envestnet Asset Management Inc | ||
| Change Path, LLC | ||
| Roble, Belko & Company, Inc | ||
| Compagnie Lombard Odier SCmA | ||
| Bartlett & Co. LLC | ||
| Tradition Wealth Management, LLC | ||
| Trustcore Financial Services, Llc | ||
| Citadel Advisors Llc | ||
| Susquehanna International Group, Llp | ||
| Citigroup Inc | ||
| Global Retirement Partners, LLC | ||
| Janney Montgomery Scott LLC | ||
| Toth Financial Advisory Corp | ||
| Wells Fargo & Company/mn | ||
| First Horizon Advisors, Inc. | ||
| Lansing Street Advisors | ||
| BDO Wealth Advisors, LLC | ||
| Advisor Group Holdings, Inc. | ||
| Cornerstone Advisory, LLC | ||
| Flagship Harbor Advisors, Llc | ||
| Royal Bank Of Canada | ||
| Stratos Wealth Partners, LTD. | ||
| Morgan Stanley | ||
| Pnc Financial Services Group, Inc. | ||
| Koshinski Asset Management, Inc. | ||
| GXTG - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. 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 | ||
| Rockefeller Capital Management L.P. | ||
| GWM Advisors LLC | ||
| IHT Wealth Management, LLC | ||
| Jane Street Group, Llc | ||
| Tocqueville Asset Management L.p. | ||
| Corbenic Partners LLC | ||
| Proequities, Inc. | ||
| Levy Wealth Management Group, LLC | ||
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ||
| Oppenheimer & Co Inc | ||
| Fmr Llc | ||
| Cutler Group LP | ||
| Winch Advisory Services, LLC | ||
| V Wealth Advisors LLC | ||
| American Portfolios Advisors | ||
| Atlas Private Wealth Advisors | ||
| Cetera Investment Advisers | ||
| TAP Consulting, LLC | ||
| Hrt Financial Lp | ||
| Hudock, Inc. | ||
| State Of Wisconsin Investment Board | ||
| Field & Main Bank | ||
| Wolverine Trading, Llc | ||
| Running Point Capital Advisors, LLC | ||
| Hm Payson & Co | ||
| Simplex Trading, Llc | ||
| Founders Financial Alliance, LLC | ||
| UBS Group AG | ||
| Texas Yale Capital Corp. | ||
| Venturi Wealth Management, LLC | ||
| Vigilant Capital Management, LLC | ||
| Money Concepts Capital Corp | ||
| Captrust Financial Advisors | ||
| Edge Capital Group, LLC | ||
| Carolina Wealth Advisors, LLC | ||
| Commonwealth Equity Services, Llc | ||
| Optiver Holding B.V. | ||
| LPL Financial LLC | ||
| Us Bancorp \de\ |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| 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 |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| 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 | Percentage Decrease |
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| Name |
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| Name | Shares | PPS |
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| Name | Shares | PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| 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 |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| 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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