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	54	15.00	15.97	15.60
Previous Quarter	53	15.00	15.97	15.67

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	2	16	4	0	2	2
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	2	0	0	2
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	1,296,936	15.97
MORGAN STANLEY	969,317
SIT INVESTMENT ASSOCIATES INC	584,037
Janney Montgomery Scott LLC	258,588	15.97
Sit Investment Associates Inc	234,026	15.97
Royal Bank Of Canada	107,071	15.97
Special Opportunities Fund, Inc.	103,381	15.95
Advisor Group Holdings, Inc.	98,591	15.98
Baird Financial Group, Inc.	89,936	15.97
Nations Financial Group Inc, /ia/ /adv	62,697	15.97
J.w. Cole Advisors, Inc.	56,294	0.07
GWM Advisors LLC	54,400	15.97
Css Llc/il	37,321	15.97
LPL Financial LLC	37,135	15.97
Bank Of Montreal /can/	35,350	15.93
Seacrest Wealth Management, Llc	35,114	15.98
Commonwealth Equity Services, Llc	34,630	14.09
Wells Fargo & Company/mn	33,058	15.97
Yakira Capital Management, Inc.	26,686	15.96
BDO Wealth Advisors, LLC	25,393	15.99

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	1,296,936	15.97
Janney Montgomery Scott LLC	258,588	15.97
Sit Investment Associates Inc	234,026	15.97
Royal Bank Of Canada	107,071	15.97
Special Opportunities Fund, Inc.	103,381	15.95
Advisor Group Holdings, Inc.	98,591	15.98
Baird Financial Group, Inc.	89,936	15.97
Nations Financial Group Inc, /ia/ /adv	62,697	15.97
J.w. Cole Advisors, Inc.	56,294	0.07
GWM Advisors LLC	54,400	15.97
Commonwealth Equity Services, Llc	37,360	15.95
Css Llc/il	37,321	15.97
LPL Financial LLC	37,135	15.97
Mid Atlantic Financial Management Inc/adv	36,920	17.01
Bank Of Montreal /can/	35,350	15.93
Seacrest Wealth Management, Llc	35,114	15.98
Wells Fargo & Company/mn	33,058	15.97
Yakira Capital Management, Inc.	26,686	15.96
Next Capital Management LLC	26,179	15.97
BDO Wealth Advisors, LLC	25,393	15.99

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	969,317
SIT INVESTMENT ASSOCIATES INC	584,037

Recent Quarter 16 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	36,920	17.01
Next Capital Management LLC	26,179	15.97
Boothbay Fund Management, Llc
Tower Research Capital LLC (TRC)
Lokken Investment Group LLC
Wunderlich Securities, Inc.
CoreCap Advisors, LLC
Proequities, Inc.
Cambridge Investment Research Advisors, Inc.
Bulldog Investors, LLP
Wagner Wealth Management, Llc
AEGON USA Investment Management, LLC
Wolverine Asset Management Llc
CIBC Private Wealth Group, LLC
Putnam High Income Securities Fund
Shaker Financial Services, LLC

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	34,630	14.09	37,360	15.95
Ford Financial Group, LLC	16,249	14.09	13,777	15.97
Private Advisor Group, LLC	14,862	14.13	13,767	15.98
Wedbush Securities Inc	14,423	14.14	15,809	15.94

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Ford Financial Group, LLC	2,472	16,249	14.09	13,777	15.97	17.94
Private Advisor Group, LLC	1,095	14,862	14.13	13,767	15.98	7.95

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	2,730	34,630	14.09	37,360	15.95	-7.31
Wedbush Securities Inc	1,386	14,423	14.14	15,809	15.94	-8.77

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 1 Institutes closed out their positions

Name	Shares	PPS
Next Capital Management LLC	26,179	15.97

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	34,630	14.09	37,360	15.95
Wedbush Securities Inc	14,423	14.14	15,809	15.94

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	2,730	34,630	14.09	37,360	15.95	-7.31
Wedbush Securities Inc	1,386	14,423	14.14	15,809	15.94	-8.77

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