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	72	31.00	27.75	28.66
Previous Quarter	72	31.00	27.75	28.85

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	9	5	1	3	3
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	3	0	5	0	2	3
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
HighTower Advisors, LLC	552,046	27.75
Mainstay Capital Management Llc /adv	442,833	27.75
Amundi	422,619	28.05
Morgan Stanley	292,930	27.75
Commonwealth Equity Services, Llc	287,667	27.75
LPL Financial LLC	262,105	27.75
Parkside Investments, LLC	227,735	25.68
Bank Of America Corp /de/	197,567	27.75
UBS Group AG	194,916	27.75
Stifel Financial Corp	168,131	27.75
Raymond James & Associates	151,091	27.75
Truist Financial Corp	125,997	27.75
Hilltop Holdings Inc.	125,194	27.75
Financial Management Professionals, Inc.	117,245	25.68
DALT - Anfield Capital Diversified Alternatives ETF	98,743	27.82
Anfield Capital Management, LLC	95,102	27.75
Raymond James Financial Services Advisors, Inc.	80,452	27.76
Cetera Advisor Networks LLC	70,407	27.75
Royal Bank Of Canada	61,027	27.74
Great Valley Advisor Group, Inc.	59,676	27.75

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
HighTower Advisors, LLC	552,046	27.75
Mainstay Capital Management Llc /adv	442,833	27.75
Amundi	422,619	28.05
Morgan Stanley	292,930	27.75
Commonwealth Equity Services, Llc	287,667	27.75
LPL Financial LLC	262,105	27.75
Bank Of America Corp /de/	197,567	27.75
UBS Group AG	194,916	27.75
Stifel Financial Corp	168,131	27.75
Raymond James & Associates	151,091	27.75
Financial Management Professionals, Inc.	136,690	27.75
Truist Financial Corp	125,997	27.75
Hilltop Holdings Inc.	125,194	27.75
Anfield Capital Management, LLC	95,102	27.75
DALT - Anfield Capital Diversified Alternatives ETF	89,600	22.54
Raymond James Financial Services Advisors, Inc.	80,452	27.76
Cetera Advisor Networks LLC	70,407	27.75
Private Advisor Group, LLC	62,611	27.74
Royal Bank Of Canada	61,027	27.74
Great Valley Advisor Group, Inc.	59,676	27.75

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Parkside Investments, LLC	227,735	25.68
Exane Derivatives	20,800	25.67
Brookstone Capital Management	8,142	25.42

Recent Quarter 9 Institutes closed out their positions

Name	Shares	PPS
FourThought Financial, LLC
McClarren Financial Advisors, Inc.
HighMark Wealth Management LLC
Proequities, Inc.
Wealthsource Partners, Llc
Newbridge Financial Services Group, Inc.
Henrickson Nauta Wealth Advisors, Inc.
Eqis Capital Management, Inc.
National Asset Management, Inc.

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Financial Management Professionals, Inc.	117,245	25.68	136,690	27.75
Cambridge Investment Research Advisors, Inc.	50,153	25.68	29,341	27.74
Global Retirement Partners, LLC	37,542	25.68	15,206	30.51
Private Advisor Group, LLC	27,538	25.67	62,611	27.74
Minichmacgregor Wealth Management, Llc	12,737	25.67	13,958	27.73

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DALT - Anfield Capital Diversified Alternatives ETF	98,743	27.82	89,600	22.54

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Global Retirement Partners, LLC	22,336	37,542	25.68	15,206	30.51	146.89
Cambridge Investment Research Advisors, Inc.	20,812	50,153	25.68	29,341	27.74	70.93
DALT - Anfield Capital Diversified Alternatives ETF	9,143	98,743	27.82	89,600	22.54	10.20

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	35,073	27,538	25.67	62,611	27.74	-56.02
Financial Management Professionals, Inc.	19,445	117,245	25.68	136,690	27.75	-14.23
Minichmacgregor Wealth Management, Llc	1,221	12,737	25.67	13,958	27.73	-8.75

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 3 New Institutes added position

Name	Shares	PPS
Parkside Investments, LLC	227,735	25.68
Exane Derivatives	20,800	25.67
Brookstone Capital Management	8,142	25.42

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Financial Management Professionals, Inc.	117,245	25.68	136,690	27.75
Cambridge Investment Research Advisors, Inc.	50,153	25.68	29,341	27.74
Global Retirement Partners, LLC	37,542	25.68	15,206	30.51
Private Advisor Group, LLC	27,538	25.67	62,611	27.74
Minichmacgregor Wealth Management, Llc	12,737	25.67	13,958	27.73

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Global Retirement Partners, LLC	22,336	37,542	25.68	15,206	30.51	146.89
Cambridge Investment Research Advisors, Inc.	20,812	50,153	25.68	29,341	27.74	70.93

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	35,073	27,538	25.67	62,611	27.74	-56.02
Financial Management Professionals, Inc.	19,445	117,245	25.68	136,690	27.75	-14.23
Minichmacgregor Wealth Management, Llc	1,221	12,737	25.67	13,958	27.73	-8.75

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