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 9 16.00 23.33 13.93
Previous Quarter 69 9.00 2.17 13.60

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 61 1 0 1 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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 0.00 0.00 0 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

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
Eidelman Virant Capital 13,600 24.12
Ancora Advisors, LLC 12,003 2.17
Security National Trust Co 500 2.00
AdvisorNet Financial, Inc 13
Sigma Planning Corp 0
Eagle Global Advisors Llc 0
Royal Bank Of Canada 0
Bank Of America Corp /de/ 0
Gables Capital Management Inc. 0
Stephens Inc /ar/ 0
Commonwealth Equity Services, Llc 0
Citadel Advisors Llc 0
State of Wyoming 0
Legal & General Group Plc 0
Earnest Partners Llc 0
Ameriprise Financial Inc 0
Cannell Capital Llc 0
Citadel Advisors Llc 0
Signaturefd, Llc 0
Morgan Stanley 0

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 600 23.33
SILVER CREEK CAPITAL MANAGEMENT LLC 0
Name Shares PPS
Security National Trust Co 500 2.00
Citadel Advisors Llc
Royce & Associates Lp
Deltec Asset Management Llc
Sigma Planning Corp
Eagle Global Advisors Llc
Koshinski Asset Management, Inc.
Arbiter Partners Capital Management LLC
Group One Trading, L.p.
Arrowstreet Capital, Limited Partnership
Bank Of America Corp /de/
Raymond James & Associates
Acorn Financial Advisory Services Inc /adv
Aviance Capital Partners, LLC
Confluence Investment Management Llc
Clear Harbor Asset Management, LLC
Bulldog Investors, LLP
Calton & Associates, Inc.
Special Opportunities Fund, Inc.
Gables Capital Management Inc.
Hillsdale Investment Management Inc.
Creative Planning
Diversified Trust Co
HAP Trading, LLC
Simplex Trading, Llc
Newbridge Financial Services Group, Inc.
Independent Advisor Alliance
Punch & Associates Investment Management, Inc.
O'shaughnessy Asset Management, Llc
Cannell Capital Llc
Advisor Group Holdings, Inc.
Legal & General Group Plc
Cambridge Investment Research Advisors, Inc.
Cruiser Capital Advisors, Llc
Wells Fargo & Company/mn
Clayton Partners LLC
Geneos Wealth Management Inc.
Ameriprise Financial Inc
Cetera Advisor Networks LLC
Susquehanna International Group, Llp
LPL Financial LLC
Citadel Advisors Llc
International Assets Investment Management, Llc
Mackenzie Financial Corp
Janney Montgomery Scott LLC
Commonwealth Equity Services, Llc
Earnest Partners Llc
Signaturefd, Llc
DAVENPORT & Co LLC
Millennium Management Llc
Squarepoint Ops LLC
Morgan Stanley
Stephens Inc /ar/
Victory Capital Management Inc
Royal Bank Of Canada
BlackRock Inc.
UBS Group AG
Advisors Asset Management, Inc.
Altium Wealth Management LLC
Citadel Advisors Llc
State of Wyoming
Name Current Shares Current PPS Previous Shares Previous PPS
Eidelman Virant Capital 13,600 23.90 13,600 24.12
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
AdvisorNet Financial, Inc 1 14 13 7.69
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Eidelman Virant Capital 13,600 23.90 13,600 24.12
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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