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 45 5.00 4.60 4.60
Previous Quarter 51 5.00 4.60 4.60

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 0 22 1 0 1 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 2 1 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 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 3,337,828 4.60
Morgan Stanley 864,607 4.60
UBS Group AG 770,233 4.60
LPL Financial LLC 590,495 4.60
Raymond James & Associates 521,018 4.60
Raymond James Financial Services Advisors, Inc. 327,415 4.60
IHT Wealth Management, LLC 169,006 4.60
Bank Of America Corp /de/ 167,835 4.59
Atria Wealth Solutions, Inc. 79,665 4.59
WMG Financial Advisors, LLC 73,921 4.60
Envestnet Asset Management Inc 72,789 4.60
First Republic Investment Management, Inc. 61,425 4.61
Susquehanna International Group, Llp 54,000 4.59
Susquehanna International Group, Llp 47,196 4.60
Cambridge Investment Research Advisors, Inc. 24,785 3.79
Truist Financial Corp 21,760 4.60
Ausdal Financial Partners, Inc. 14,986 4.60
Royal Bank Of Canada 14,661 4.64
Prospera Financial Services Inc 7,004 4.57
Captrust Financial Advisors 6,560 4.57

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 3,337,828 4.60
Morgan Stanley 864,607 4.60
UBS Group AG 770,233 4.60
LPL Financial LLC 590,495 4.60
Raymond James & Associates 521,018 4.60
Raymond James Financial Services Advisors, Inc. 327,415 4.60
IHT Wealth Management, LLC 169,006 4.60
Bank Of America Corp /de/ 167,835 4.59
Atria Wealth Solutions, Inc. 79,665 4.59
Minichmacgregor Wealth Management, Llc 74,749 4.59
WMG Financial Advisors, LLC 73,921 4.60
Envestnet Asset Management Inc 72,789 4.60
Private Advisor Group, LLC 63,889 4.60
First Republic Investment Management, Inc. 61,425 4.61
Susquehanna International Group, Llp 54,000 4.59
Susquehanna International Group, Llp 47,196 4.60
Truist Financial Corp 21,760 4.60
Cambridge Investment Research Advisors, Inc. 17,750 4.62
Ausdal Financial Partners, Inc. 14,986 4.60
Royal Bank Of Canada 14,661 4.64

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Minichmacgregor Wealth Management, Llc 74,749 4.59
Private Advisor Group, LLC 63,889 4.60
Susquehanna International Group, Llp 54,000 4.59
Citadel Advisors Llc
Novare Capital Management Llc
BerganKDV Wealth Management, LLC
Advisory Services Network, LLC
BDO Wealth Advisors, LLC
Coastal Investment Advisors, Inc.
Valeo Financial Advisors, LLC
Capital Investment Advisory Services, LLC
Bank Of Montreal /can/
NEXT Financial Group, Inc
Fmr Llc
Citadel Advisors Llc
Sprott Inc.
Citadel Advisors Llc
Simplex Trading, Llc
Advanced Research Investment Solutions, Llc
Pacitti Group Inc.
Jane Street Group, Llc
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 24,785 3.79 17,750 4.62
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 7,035 24,785 3.79 17,750 4.62 39.63
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Citadel Advisors Llc 0
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
Minichmacgregor Wealth Management, Llc 74,749 4.59
Private Advisor Group, LLC 63,889 4.60
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 24,785 3.79 17,750 4.62
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 7,035 24,785 3.79 17,750 4.62 39.63
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