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 75 6.00 5.88 5.84
Previous Quarter 82 6.00 5.88 5.84

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 23 3 0 2 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 1 3 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
Sit Investment Associates Inc 2,408,725 5.88
SIT INVESTMENT ASSOCIATES INC 2,227,672
Cetera Advisor Networks LLC 762,599 5.88
Advisor Group Holdings, Inc. 597,782 5.88
LPL Financial LLC 557,572 5.88
Morgan Stanley 545,823 5.88
Rivernorth Capital Management, Llc 534,860 5.90
Guggenheim Capital Llc 518,117 5.88
Cambridge Investment Research Advisors, Inc. 508,707 5.13
Commonwealth Equity Services, Llc 474,250 5.88
Natixis 376,390 5.88
PCEF - Invesco CEF Income Composite ETF 319,624 5.92
Invesco Ltd. 295,706 5.88
GWM Advisors LLC 185,800 5.88
Kestra Advisory Services, LLC 113,294 5.88
UBS Group AG 92,626 5.88
Ameritas Advisory Services, LLC 73,968 5.88
Northwestern Mutual Wealth Management Co 67,905 5.88
Janney Montgomery Scott LLC 66,207 5.88
Mml Investors Services, Llc 65,824 5.88

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
Sit Investment Associates Inc 2,408,725 5.88
Cetera Advisor Networks LLC 762,599 5.88
Advisor Group Holdings, Inc. 597,782 5.88
LPL Financial LLC 557,572 5.88
Morgan Stanley 545,823 5.88
Rivernorth Capital Management, Llc 534,860 5.90
Guggenheim Capital Llc 518,117 5.88
Commonwealth Equity Services, Llc 474,250 5.88
Cambridge Investment Research Advisors, Inc. 465,701 5.88
Natixis 376,390 5.88
PCEF - Invesco CEF Income Composite ETF 319,624 5.92
Invesco Ltd. 295,706 5.88
GWM Advisors LLC 185,800 5.88
Mid Atlantic Financial Management Inc/adv 169,400 7.05
Kestra Advisory Services, LLC 113,294 5.88
UBS Group AG 92,626 5.88
Ameritas Advisory Services, LLC 73,968 5.88
Ameritas Investment Corp 73,833 0.01
Northwestern Mutual Wealth Management Co 67,905 5.88
Janney Montgomery Scott LLC 66,207 5.88

 

Recent Quarter Analysis

Name Shares PPS
SIT INVESTMENT ASSOCIATES INC 2,227,672
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 169,400 7.05
Ameritas Investment Corp 73,833 0.01
Moors & Cabot, Inc. 35,000 1.03
SOA Wealth Advisors, LLC. 4,905 5.71
Cornerstone Wealth Management, LLC
Arkadios Wealth Advisors
Arlington Capital Management, Inc.
Advisor Resource Council
Proequities, Inc.
Envestnet Asset Management Inc
Fort Sheridan Advisors Llc
Edge Wealth Management LLC
Tower Research Capital LLC (TRC)
CX Institutional
Crescent Capital Consulting, LLC
AdvisorNet Financial, Inc
Wealthsource Partners, Llc
Ade, Llc
WASHINGTON TRUST Co
Huntington National Bank
Citigroup Inc
Capital Wealth Alliance, LLC
Stifel Financial Corp
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 508,707 5.13 465,701 5.88
Private Advisor Group, LLC 11,574 5.10 10,508 5.90
Exane Derivatives 4,876 5.13 4,876 5.95
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. 43,006 508,707 5.13 465,701 5.88 9.23
Private Advisor Group, LLC 1,066 11,574 5.10 10,508 5.90 10.14
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
SOA Wealth Advisors, LLC. 4,905 5.71
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 508,707 5.13 465,701 5.88
Private Advisor Group, LLC 11,574 5.10 10,508 5.90
Exane Derivatives 4,876 5.13 4,876 5.95
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. 43,006 508,707 5.13 465,701 5.88 9.23
Private Advisor Group, LLC 1,066 11,574 5.10 10,508 5.90 10.14
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