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 24 23.00 24.02 23.73
Previous Quarter 27 23.00 24.03 23.96

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 9 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 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 26,634 0.00 0.00 0 0.00 0.00
Previous Quarter 26,634 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
Jane Street Group, Llc 284,778 24.03
Legal & General Group Plc 208,000 24.01
Sumitomo Mitsui DS Asset Management Company, Ltd 65,006 20.91
Glovista Investments LLC 63,880 23.92
Comerica Bank 45,545 24.37
Yousif Capital Management, Llc 45,545 24.02
Morgan Stanley 41,954 24.03
BlackRock Inc. 26,634 24.03
Jpmorgan Chase & Co 26,105 24.06
Nissay Asset Management Corp /japan/ /adv 23,682 24.03
Flow Traders U.s. Llc 16,791 20.43
Prudential Financial Inc 9,520 24.05
Advisor Group Holdings, Inc. 2,517 23.84
Barclays Plc 390 23.08
4Thought Financial Group Inc. 62 16.13
Hexagon Capital Partners LLC 46 21.74
Royal Bank Of Canada 38 26.32
Earnest Partners Llc 16
Wells Fargo & Company/mn 0
Goldman Sachs Group Inc 0

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
Jane Street Group, Llc 284,778 24.03
Legal & General Group Plc 208,000 24.01
Glovista Investments LLC 63,880 23.92
Sumitomo Mitsui DS Asset Management Company, Ltd 53,189 24.03
Comerica Bank 45,545 24.37
Yousif Capital Management, Llc 45,545 24.02
Morgan Stanley 41,954 24.03
BlackRock Inc. 26,634 24.03
Jpmorgan Chase & Co 26,105 24.06
Nissay Asset Management Corp /japan/ /adv 23,682 24.03
Flow Traders U.s. Llc 16,791 20.43
Prudential Financial Inc 9,520 24.05
Advisor Group Holdings, Inc. 2,517 23.84
Barclays Plc 390 23.08
4Thought Financial Group Inc. 62 16.13
Hexagon Capital Partners LLC 46 21.74
Royal Bank Of Canada 38 26.32
Earnest Partners Llc 16
Old Mission Capital Llc 0
Goldman Sachs Group Inc 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp
Bank Of America Corp /de/
Old Mission Capital Llc
Wells Fargo & Company/mn
Goldman Sachs Group Inc
Citadel Advisors Llc
Alpine Global Management, LLC
UBS Group AG
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Sumitomo Mitsui DS Asset Management Company, Ltd 65,006 20.91 53,189 24.03
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sumitomo Mitsui DS Asset Management Company, Ltd 11,817 65,006 20.91 53,189 24.03 22.22
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
Sumitomo Mitsui DS Asset Management Company, Ltd 65,006 20.91 53,189 24.03
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sumitomo Mitsui DS Asset Management Company, Ltd 11,817 65,006 20.91 53,189 24.03 22.22
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