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	61	10.00	9.44	9.78
Previous Quarter	57	9.00	9.43	9.34

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	3	6	1	13	2	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	1	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	28,975	0.37	9.46	683,828	8.63	9.43
Previous Quarter	28,975	0.37	9.46	683,828	8.63	9.43

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
Dimensional Fund Advisors Lp	477,717	9.43
DIMENSIONAL FUND ADVISORS LP	473,149
Vanguard Group Inc	342,184	9.43
VANGUARD INDEX FUNDS	342,184
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	263,560	9.43
Renaissance Technologies Llc	222,792	9.43
Wedbush Securities Inc	221,092	9.43
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	181,198	12.16
Baird Financial Group, Inc.	148,118	9.43
Bridgeway Capital Management Inc	106,600	9.43
Shufro Rose & Co Llc	104,259	9.43
IMS Capital Management	80,100	9.00
VEXMX - Vanguard Extended Market Index Fund Investor Shares	72,289	9.43
BRSIX - Ultra-Small Company Market Fund Class N	71,600	9.43
Morgan Stanley	70,531	9.43
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	55,119	12.16
DFAT - Dimensional U.S. Targeted Value ETF	47,649	12.15
Cannell Capital Llc	45,044	9.44
Boston Private Wealth Llc	37,815	9.44
Boston Private Wealth Llc	37,815	9.44

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
Dimensional Fund Advisors Lp	477,717	9.43
Vanguard Group Inc	342,184	9.43
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	263,560	9.43
Renaissance Technologies Llc	222,792	9.43
Wedbush Securities Inc	221,092	9.43
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	181,198	8.85
Baird Financial Group, Inc.	148,118	9.43
Bridgeway Capital Management Inc	106,600	9.43
Shufro Rose & Co Llc	104,259	9.43
IMS Capital Management	80,100	9.43
VEXMX - Vanguard Extended Market Index Fund Investor Shares	72,289	9.43
BRSIX - Ultra-Small Company Market Fund Class N	71,600	9.43
Morgan Stanley	70,531	9.43
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	55,119	8.85
Cannell Capital Llc	45,044	9.44
DFAT - Dimensional U.S. Targeted Value ETF	44,671	8.84
Boston Private Wealth Llc	37,815	9.44
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	30,152	8.86
BlackRock Inc.	28,975	9.46
DFSTX - U.s. Small Cap Portfolio - Institutional Class	24,394	8.85

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
DIMENSIONAL FUND ADVISORS LP	473,149
VANGUARD INDEX FUNDS	342,184
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	19

Recent Quarter 6 Institutes closed out their positions

Name	Shares	PPS
Proequities, Inc.
UBS Group AG
Northern Trust Corp
Citadel Advisors Llc
Susquehanna International Group, Llp
Bank Of America Corp /de/

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
IMS Capital Management	80,100	9.00	80,100	9.43

Recent Quarter 13 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	181,198	12.16	181,198	8.85
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	55,119	12.16	55,119	8.85
DFAT - Dimensional U.S. Targeted Value ETF	47,649	12.15	44,671	8.84
DFSTX - U.s. Small Cap Portfolio - Institutional Class	31,553	12.17	24,394	8.85
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	30,152	12.17	30,152	8.86
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	16,930	12.17	16,930	8.86
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	8,900	12.13	8,900	8.88
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	8,588	12.11	8,588	8.85
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	5,730	12.22	5,730	8.90
DFAC - Dimensional U.S. Core Equity 2 ETF	2,769	12.28	2,769	9.03
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	1,500	12.00	1,500	8.67
DFAS - Dimensional U.S. Small Cap ETF	1,287	12.43	1,287	8.55
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	300	13.33	300	10.00

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFSTX - U.s. Small Cap Portfolio - Institutional Class	7,159	31,553	12.17	24,394	8.85	29.35
DFAT - Dimensional U.S. Targeted Value ETF	2,978	47,649	12.15	44,671	8.84	6.67

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
IMS Capital Management	80,100	9.00	80,100	9.43

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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