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	127	NaN	0.00	12.45
Previous Quarter	119	NaN	0.00	12.46

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	9	8	13	6	8	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	0	3	1	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	266,131	2.31	12.44	944,904	8.22	12.44
Previous Quarter	266,131	2.31	12.44	944,904	8.22	12.44

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
RICHARDSON EDWARD J	2,115,658
ROYCE & ASSOCIATES LP	1,028,375
Royce & Associates Lp	1,028,375	12.44
Dimensional Fund Advisors Lp	922,705	12.44
DIMENSIONAL FUND ADVISORS LP	860,748
Renaissance Technologies Llc	850,873	12.44
RENAISSANCE TECHNOLOGIES LLC	825,965
Chain of Lakes Investment Fund, LLC	735,590
Royce Value Trust Inc	711,475	12.44
BML Investment Partners, L.P.	710,000
Vanguard Group Inc	473,601	12.44
Royce Micro-cap Trust, Inc /md/	316,900	12.44
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	309,653	12.44
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	287,041	11.98
BlackRock Inc.	266,131	12.44
Hillsdale Investment Management Inc.	240,910	12.44
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	217,767
Mutual Of America Capital Management Llc	182,323	12.44
First Wilshire Securities Management Inc	177,182	12.44
Walthausen & Co., LLC	162,838	12.44

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
Royce & Associates Lp	1,028,375	12.44
Dimensional Fund Advisors Lp	922,705	12.44
Renaissance Technologies Llc	850,873	12.44
Royce Value Trust Inc	711,475	12.44
Vanguard Group Inc	473,601	12.44
Royce Micro-cap Trust, Inc /md/	316,900	12.44
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	309,653	12.44
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	287,041	12.70
BlackRock Inc.	266,131	12.44
Hillsdale Investment Management Inc.	240,910	12.44
Mutual Of America Capital Management Llc	182,323	12.44
First Wilshire Securities Management Inc	177,182	12.44
Walthausen & Co., LLC	162,838	12.44
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class	159,535	12.44
VEXMX - Vanguard Extended Market Index Fund Investor Shares	148,916	12.44
EAM Investors, LLC	133,484	12.44
Bridgeway Capital Management Inc	124,058	12.44
Essex Investment Management Co Llc	111,395	12.44
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	105,572	12.70
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	103,699	12.70

Recent Quarter Analysis

Recent Quarter 9 New Institutes added position

Name	Shares	PPS
RICHARDSON EDWARD J	2,115,658
ROYCE & ASSOCIATES LP	1,028,375
DIMENSIONAL FUND ADVISORS LP	860,748
RENAISSANCE TECHNOLOGIES LLC	825,965
Chain of Lakes Investment Fund, LLC	735,590
BML Investment Partners, L.P.	710,000
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	217,767
SWTSX - Schwab Total Stock Market Index Fund	5,554	12.06
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	2,969	12.13

Recent Quarter 8 Institutes closed out their positions

Name	Shares	PPS
Simplex Trading, Llc	1,864	12.34
PEAK6 Investments LLC
Truvestments Capital Llc
Westerly Capital Management, Llc
GWM Advisors LLC
Cutler Group LP
Proequities, Inc.
Quadrature Capital Ltd

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	287,041	11.98	287,041	12.70
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	124,103	11.98	105,572	12.70
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	103,699	11.98	103,699	12.70
DFAT - Dimensional U.S. Targeted Value ETF	90,567	11.98	71,087	12.70
DFSTX - U.s. Small Cap Portfolio - Institutional Class	82,077	11.98	82,077	12.70
DFAS - Dimensional U.S. Small Cap ETF	33,190	11.99	26,270	12.71
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	28,182	11.99	28,182	12.70
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	16,123	11.97	16,123	12.71
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	15,464	11.96	15,464	12.67
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	12,056	11.94	12,056	12.69
DFAC - Dimensional U.S. Core Equity 2 ETF	8,608	11.97	8,608	12.66
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	4,924	11.98	3,224	12.72
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	4,279	11.92	1,879	12.77

Recent Quarter 6 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Tcw Group Inc	101,929	14.66	46,929	12.44
ARS Investment Partners, LLC	78,537	14.66	74,036	12.44
Ritholtz Wealth Management	32,564	14.65	29,606	12.43
Marquette Asset Management, LLC	22,525	14.65	22,525	12.43
Dorsey Wright & Associates	4,375	14.63	4,642	12.49
Founders Capital Management	2,500	14.80	2,500	13.60

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Tcw Group Inc	55,000	101,929	14.66	46,929	12.44	117.20
DFAT - Dimensional U.S. Targeted Value ETF	19,480	90,567	11.98	71,087	12.70	27.40
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	18,531	124,103	11.98	105,572	12.70	17.55
DFAS - Dimensional U.S. Small Cap ETF	6,920	33,190	11.99	26,270	12.71	26.34
ARS Investment Partners, LLC	4,501	78,537	14.66	74,036	12.44	6.08
Ritholtz Wealth Management	2,958	32,564	14.65	29,606	12.43	9.99
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	2,400	4,279	11.92	1,879	12.77	127.73
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	1,700	4,924	11.98	3,224	12.72	52.73

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Dorsey Wright & Associates	267	4,375	14.63	4,642	12.49	-5.75

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
PEAK6 Investments LLC	0

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 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Tcw Group Inc	101,929	14.66	46,929	12.44
Dorsey Wright & Associates	4,375	14.63	4,642	12.49
Founders Capital Management	2,500	14.80	2,500	13.60

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Tcw Group Inc	55,000	101,929	14.66	46,929	12.44	117.20

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Dorsey Wright & Associates	267	4,375	14.63	4,642	12.49	-5.75

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