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	119	20.00	20.74	20.46
Previous Quarter	133	241.00	20.74	22.06

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	1	37	10	1	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	1	1	6	0	2	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
Morgan Stanley	1,622,345	20.74
Cetera Advisor Networks LLC	641,982	20.74
PCEF - Invesco CEF Income Composite ETF	378,441	20.83
Invesco Ltd.	335,754	20.74
Raymond James Financial Services Advisors, Inc.	304,788	20.74
Centaurus Financial, Inc.	257,982	20.74
Commonwealth Equity Services, Llc	213,211	20.74
Bank Of America Corp /de/	183,979	20.74
EERN - DriveWealth Power Saver ETF	182,472	20.83
Vident Investment Advisory, LLC	182,472	20.74
Advisor Group Holdings, Inc.	164,044	20.74
Raymond James & Associates	149,806	20.74
LPL Financial LLC	145,050	20.74
UBS Group AG	143,360	20.74
Royal Bank Of Canada	119,211	20.74
Stifel Financial Corp	104,230	20.74
Brookfield Asset Management Inc.	100,582	20.74
Triad Investment Management	98,835	20.54
Cambridge Investment Research Advisors, Inc.	92,467	18.43
McGowan Group Asset Management, Inc.	88,122	20.74

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
Morgan Stanley	1,622,345	20.74
Cetera Advisor Networks LLC	641,982	20.74
PCEF - Invesco CEF Income Composite ETF	378,441	20.83
Invesco Ltd.	335,754	20.74
Raymond James Financial Services Advisors, Inc.	304,788	20.74
Centaurus Financial, Inc.	257,982	20.74
Commonwealth Equity Services, Llc	213,211	20.74
Bank Of America Corp /de/	183,979	20.74
Vident Investment Advisory, LLC	182,472	20.74
EERN - DriveWealth Power Saver ETF	182,472	20.83
Advisor Group Holdings, Inc.	164,044	20.74
Raymond James & Associates	149,806	20.74
LPL Financial LLC	145,050	20.74
UBS Group AG	143,360	20.74
Royal Bank Of Canada	119,211	20.74
Stifel Financial Corp	104,230	20.74
Brookfield Asset Management Inc.	100,582	20.74
Triad Investment Management	98,835	20.54
Weather Gauge Advisory, LLC	93,856	20.92
McGowan Group Asset Management, Inc.	88,122	20.74

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	600	18.33

Recent Quarter 37 Institutes closed out their positions

Name	Shares	PPS
Weather Gauge Advisory, LLC	93,856	20.92
Mid Atlantic Financial Management Inc/adv	44,606	20.92
Herold Advisors, Inc.	500	20740.00
Panagora Asset Management Inc
Lindbrook Capital, Llc
Advisors Asset Management, Inc.
Newbridge Financial Services Group, Inc.
Millennium Management Llc
Smith Shellnut Wilson Llc /adv
Advisory Services Network, LLC
CIBC Private Wealth Group, LLC
Cetera Advisors LLC
Hrt Financial Lp
Jane Street Group, Llc
Capital Analysts, Inc.
OTA Financial Group L.P.
Parametric Portfolio Associates Llc
Hendershot Investments Inc.
Mirae Asset Global Investments Co., Ltd.
Delta Asset Management Llc/tn
Ironwood Financial, llc
Citigroup Inc
RPG Investment Advisory, LLC
Barrett Asset Management, LLC
Pnc Financial Services Group, Inc.
Schwarz Dygos Wheeler Investment Advisors Llc
Comprehensive Financial Consultants Institutional, Inc.
Snowden Capital Advisors LLC
Global Retirement Partners, LLC
Fsb Premier Wealth Management, Inc.
Bessemer Group Inc
Confluence Wealth Services, Inc.
Widmann Financial Services, Inc.
Fifth Third Bancorp
CoreCap Advisors, LLC
Proequities, Inc.
Guggenheim Capital Llc

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	92,467	18.43	88,098	20.74
E&G Advisors, LP	53,088	18.42	53,088	20.74
Castle Rock Wealth Management, LLC	19,057	19.05	18,582	20.83
Capital Investment Advisors, LLC	15,116	18.46	14,355	20.76
Uncommon Cents Investing LLC	10,186	18.46	10,186	20.71
AAINX - Thrivent Opportunity Income Plus Fund Class A	6,000	20.67	6,000	20.83
BerganKDV Wealth Management, LLC	5,000	18.40	5,000	20.80
AdvisorNet Financial, Inc	642	18.69	642	20.25
Valley National Advisers Inc	316	18.99	316	22.15
Gradient Investments LLC	131	15.27	131	22.90

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wiley Bros.-aintree Capital, Llc	12,216	18.42	0

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wiley Bros.-aintree Capital, Llc	12,216	12,216	18.42	0		0.00
Cambridge Investment Research Advisors, Inc.	4,369	92,467	18.43	88,098	20.74	4.96
Capital Investment Advisors, LLC	761	15,116	18.46	14,355	20.76	5.30
Castle Rock Wealth Management, LLC	475	19,057	19.05	18,582	20.83	2.56

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 1 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	600	18.33

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	500	20740.00

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	92,467	18.43	88,098	20.74
Castle Rock Wealth Management, LLC	19,057	19.05	18,582	20.83
Uncommon Cents Investing LLC	10,186	18.46	10,186	20.71
BerganKDV Wealth Management, LLC	5,000	18.40	5,000	20.80
Valley National Advisers Inc	316	18.99	316	22.15
Gradient Investments LLC	131	15.27	131	22.90

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
Cambridge Investment Research Advisors, Inc.	4,369	92,467	18.43	88,098	20.74	4.96
Castle Rock Wealth Management, LLC	475	19,057	19.05	18,582	20.83	2.56

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