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 83 15.00 15.47 15.31
Previous Quarter 87 15.00 15.47 15.45

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 17 6 0 2 1
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 6 0 2 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
FIRST TRUST PORTFOLIOS LP 1,559,560
Morgan Stanley 1,314,461 15.47
Commonwealth Equity Services, Llc 421,165 15.47
Wells Fargo & Company/mn 354,245 15.47
LPL Financial LLC 284,608 15.47
Advisor Group Holdings, Inc. 256,467 15.47
Cambridge Investment Research Advisors, Inc. 251,474 13.25
CENTRAL TRUST Co 214,618 15.47
Royal Bank Of Canada 182,024 15.47
Samalin Investment Counsel, LLC 149,860 15.47
UBS Group AG 143,819 15.47
Access Financial Services, Inc. 89,763 15.47
Truehand, Inc 77,952 17.15
Executive Wealth Management, LLC 70,075 15.47
Bank Of America Corp /de/ 64,683 15.48
Raymond James Financial Services Advisors, Inc. 57,336 15.47
Schnieders Capital Management Llc 56,410 15.48
Spire Wealth Management 44,435 15.46
Ameriprise Financial Inc 44,074 15.47
CoreCap Advisors, LLC 37,816 15.47

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 1,314,461 15.47
Commonwealth Equity Services, Llc 421,165 15.47
Wells Fargo & Company/mn 354,245 15.47
LPL Financial LLC 284,608 15.47
Advisor Group Holdings, Inc. 256,467 15.47
Cambridge Investment Research Advisors, Inc. 250,758 15.47
CENTRAL TRUST Co 214,618 15.47
Royal Bank Of Canada 182,024 15.47
Samalin Investment Counsel, LLC 149,860 15.47
UBS Group AG 143,819 15.47
Access Financial Services, Inc. 89,763 15.47
Truehand, Inc 77,952 17.15
Executive Wealth Management, LLC 70,075 15.47
Bank Of America Corp /de/ 64,683 15.48
Raymond James Financial Services Advisors, Inc. 57,336 15.47
Schnieders Capital Management Llc 56,410 15.48
Spire Wealth Management 44,435 15.46
Ameriprise Financial Inc 44,074 15.47
CoreCap Advisors, LLC 37,816 15.47
Raymond James & Associates 28,658 15.46

 

Recent Quarter Analysis

Name Shares PPS
FIRST TRUST PORTFOLIOS LP 1,559,560
Name Shares PPS
Sonora Investment Management, LLC 2,591 16.21
Parallel Advisors, LLC 1,116 15.23
Advisory Services Network, LLC
Bellwether Advisors, LLC
Seacrest Wealth Management, Llc
Proequities, Inc.
O'shaughnessy Asset Management, Llc
Kovack Advisors, Inc.
Miracle Mile Advisors, LLC
Ellis Investment Partners, LLC
1776 Wealth LLC
Pacitti Group Inc.
Geneos Wealth Management Inc.
Personal Cfo Solutions, Llc
AdvisorNet Financial, Inc
Millennium Management Llc
Institute for Wealth Management, LLC.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 251,474 13.25 250,758 15.47
RB Capital Management, LLC 22,366 13.23 22,300 15.47
Allworth Financial LP 7,205 13.19 8,298 15.43
Global Retirement Partners, LLC 6,140 13.19 6,140 13.68
Mascoma Wealth Management LLC 5,850 13.33 5,850 15.38
Optimum Investment Advisors 1,000 13.00 1,000 15.00
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. 716 251,474 13.25 250,758 15.47 0.29
RB Capital Management, LLC 66 22,366 13.23 22,300 15.47 0.30
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 1,093 7,205 13.19 8,298 15.43 -13.17
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
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 251,474 13.25 250,758 15.47
RB Capital Management, LLC 22,366 13.23 22,300 15.47
Allworth Financial LP 7,205 13.19 8,298 15.43
Global Retirement Partners, LLC 6,140 13.19 6,140 13.68
Mascoma Wealth Management LLC 5,850 13.33 5,850 15.38
Optimum Investment Advisors 1,000 13.00 1,000 15.00
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. 716 251,474 13.25 250,758 15.47 0.29
RB Capital Management, LLC 66 22,366 13.23 22,300 15.47 0.30
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 1,093 7,205 13.19 8,298 15.43 -13.17
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