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	48	67.00	50.51	95.37
Previous Quarter	54	68.00	50.55	85.55

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	15	6	0	0	2
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	4	0	0	1
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
LPL Financial LLC	84,031	50.55
Jane Street Group, Llc	40,717	50.54
Raymond James Financial Services Advisors, Inc.	37,950	50.57
Royal Bank Of Canada	26,578	50.53
Advisor Group Holdings, Inc.	22,451	754.04
Citadel Advisors Llc	17,979	50.56
J.w. Cole Advisors, Inc.	16,115
Steward Partners Investment Advisory, Llc	15,951	0.06
Ellis Investment Partners, LLC	14,347	50.53
Laidlaw Wealth Management LLC	14,198	50.57
Commonwealth Equity Services, Llc	11,184	40.50
PFG Advisors	7,991	40.55
Raymond James & Associates	7,477	50.56
Virtue Capital Management, LLC	7,071	50.49
Glenmede Trust Co Na	4,540	50.44
UBS Group AG	4,237	50.51
Clearview Wealth Advisors LLC	2,606	50.65
Kistler-Tiffany Companies, LLC	2,406	50.71
JTC Employer Solutions Trusteee Ltd	1,500	40.67
Aptus Capital Advisors, LLC	1,034	50.29

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
Cardan Capital Partners, LLC	98,680	50.18
LPL Financial LLC	84,031	50.55
Jane Street Group, Llc	40,717	50.54
Raymond James Financial Services Advisors, Inc.	37,950	50.57
Royal Bank Of Canada	26,578	50.53
Advisor Group Holdings, Inc.	22,451	754.04
Citadel Advisors Llc	17,979	50.56
J.w. Cole Advisors, Inc.	16,115
Steward Partners Investment Advisory, Llc	15,951	0.06
Ellis Investment Partners, LLC	14,347	50.53
Laidlaw Wealth Management LLC	14,198	50.57
Commonwealth Equity Services, Llc	11,238	50.54
PFG Advisors	8,603	50.56
Raymond James & Associates	7,477	50.56
Virtue Capital Management, LLC	7,071	50.49
Glenmede Trust Co Na	4,540	50.44
UBS Group AG	4,237	50.51
Moors & Cabot, Inc.	3,594	107.68
Clearview Wealth Advisors LLC	2,606	50.65
Kistler-Tiffany Companies, LLC	2,406	50.71

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 15 Institutes closed out their positions

Name	Shares	PPS
Cardan Capital Partners, LLC	98,680	50.18
Moors & Cabot, Inc.	3,594	107.68
Koshinski Asset Management, Inc.	256	50.78
Sonora Investment Management, LLC	224	49.11
Old Mission Capital Llc
Eubel Brady & Suttman Asset Management Inc
Fmr Llc
Secure Asset Management, LLC
EverSource Wealth Advisors, LLC
Geneos Wealth Management Inc.
Cambridge Investment Research Advisors, Inc.
Stratos Wealth Partners, LTD.
Ironwood Financial, llc
StoneX Group Inc.
Strategic Blueprint, LLC

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	11,184	40.50	11,238	50.54
PFG Advisors	7,991	40.55	8,603	50.56
JTC Employer Solutions Trusteee Ltd	1,500	40.67	1,500	50.67
Cordasco Financial Network	200	40.00	200	50.00
Spire Wealth Management	100	40.00	100	50.00
Asset Dedication, LLC	52	38.46	52	57.69

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

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

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
PFG Advisors	612	7,991	40.55	8,603	50.56	-7.11
Commonwealth Equity Services, Llc	54	11,184	40.50	11,238	50.54	-0.48

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 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	11,184	40.50	11,238	50.54
JTC Employer Solutions Trusteee Ltd	1,500	40.67	1,500	50.67
Spire Wealth Management	100	40.00	100	50.00
Asset Dedication, LLC	52	38.46	52	57.69

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 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	54	11,184	40.50	11,238	50.54	-0.48

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