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	43	35.00	36.56	34.06
Previous Quarter	47	38.00	36.58	36.56

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	10	6	0	4	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	4	0	4	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
Strid Group, LLC	1,144,170	29.88
Empirical Finance, LLC	935,932	36.58
Menlo Advisors Llc	249,706	36.58
Empowered Funds, LLC	247,408	36.58
Kathmere Capital Management, LLC	195,040	36.58
Royal Bank Of Canada	143,967	36.58
Kathleen S. Wright Associates Inc.	115,068	29.88
Almanack Investment Partners, LLC.	113,763	36.58
One + One Wealth Management, Llc	99,775	29.88
Silicon Hills Wealth Management, LLC	92,649	36.58
Toroso Investments, LLC	73,835	36.58
Gladstone Institutional Advisory LLC	30,483	36.58
LPL Financial LLC	28,841	36.58
Cetera Advisor Networks LLC	24,780	36.56
Well Done, LLC	24,177	36.56
Goldman Sachs Group Inc	18,406	36.56
Private Portfolio Partners Llc	17,938	36.57
Baker Boyer National Bank	16,867	29.88
Abacus Planning Group, Inc.	13,833	36.58
Susquehanna International Group, Llp	13,342	36.58

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
Strid Group, LLC	1,137,303	36.58
Empirical Finance, LLC	935,932	36.58
Menlo Advisors Llc	249,706	36.58
Empowered Funds, LLC	247,408	36.58
Kathmere Capital Management, LLC	195,040	36.58
Royal Bank Of Canada	143,967	36.58
Almanack Investment Partners, LLC.	113,763	36.58
Kathleen S. Wright Associates Inc.	111,501	36.58
CLERX - CLS Growth and Income Fund Class N	100,000	35.94
Silicon Hills Wealth Management, LLC	92,649	36.58
One + One Wealth Management, Llc	80,514	36.58
Toroso Investments, LLC	73,835	36.58
Gladstone Institutional Advisory LLC	30,483	36.58
LPL Financial LLC	28,841	36.58
Cetera Advisor Networks LLC	24,780	36.56
Well Done, LLC	24,177	36.56
Goldman Sachs Group Inc	18,406	36.56
Private Portfolio Partners Llc	17,938	36.57
Baker Boyer National Bank	16,867	36.58
Abacus Planning Group, Inc.	13,833	36.58

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 10 Institutes closed out their positions

Name	Shares	PPS
CLERX - CLS Growth and Income Fund Class N	100,000	35.94
IFP Advisors, Inc	341	99.71
National Asset Management, Inc.
Aptus Capital Advisors, LLC
Rocky Mountain Advisers, Llc
Citadel Advisors Llc
Flow Traders U.s. Llc
Cambridge Investment Research Advisors, Inc.
Proequities, Inc.
Roberts Glore & Co Inc /il/

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Strid Group, LLC	1,144,170	29.88	1,137,303	36.58
Kathleen S. Wright Associates Inc.	115,068	29.88	111,501	36.58
One + One Wealth Management, Llc	99,775	29.88	80,514	36.58
Baker Boyer National Bank	16,867	29.88	16,867	36.58
Lbmc Investment Advisors, Llc	8,000	29.88	8,000	36.62
Private Advisor Group, LLC	7,081	29.94	6,321	36.54

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
One + One Wealth Management, Llc	19,261	99,775	29.88	80,514	36.58	23.92
Strid Group, LLC	6,867	1,144,170	29.88	1,137,303	36.58	0.60
Kathleen S. Wright Associates Inc.	3,567	115,068	29.88	111,501	36.58	3.20
Private Advisor Group, LLC	760	7,081	29.94	6,321	36.54	12.02

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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
Strid Group, LLC	1,144,170	29.88	1,137,303	36.58
Kathleen S. Wright Associates Inc.	115,068	29.88	111,501	36.58
One + One Wealth Management, Llc	99,775	29.88	80,514	36.58
Private Advisor Group, LLC	7,081	29.94	6,321	36.54

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
One + One Wealth Management, Llc	19,261	99,775	29.88	80,514	36.58	23.92
Strid Group, LLC	6,867	1,144,170	29.88	1,137,303	36.58	0.60
Kathleen S. Wright Associates Inc.	3,567	115,068	29.88	111,501	36.58	3.20
Private Advisor Group, LLC	760	7,081	29.94	6,321	36.54	12.02

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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