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	10.00	10.10	10.02
Previous Quarter	85	10.00	10.12	10.12

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	3	22	8	0	3	3
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	2	2	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
Osborne Partners Capital Management, Llc	1,349,454	10.12
HighTower Advisors, LLC	1,104,817	10.12
Rathbone Brothers plc	915,543	10.12
Commonwealth Equity Services, Llc	550,472	9.34
National Asset Management, Inc.	298,776	10.12
Empowered Funds, LLC	298,153	10.12
Ahrens Investment Partners LLC	267,932	10.12
High Pointe Capital Management Llc	224,060	10.12
Verity Asset Management, Inc.	210,003	10.12
Lake Street Advisors Group, Llc	194,117	10.12
Clark Capital Management Group, Inc.	178,567	10.12
CLARET ASSET MANAGEMENT Corp	163,660	10.12
Susquehanna International Group, Llp	161,772	10.12
Advisory Services Network, LLC	160,141	10.12
Almanack Investment Partners, LLC.	83,000	10.12
Citadel Advisors Llc	77,500	10.12
Cambridge Investment Research Advisors, Inc.	74,680	9.35
Envestnet Asset Management Inc	67,782	10.12
Royal Bank Of Canada	64,838	10.12
Belvedere Trading LLC	58,072	8.94

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
Osborne Partners Capital Management, Llc	1,349,454	10.12
HighTower Advisors, LLC	1,104,817	10.12
Rathbone Brothers plc	915,543	10.12
National Asset Management, Inc.	298,776	10.12
Empowered Funds, LLC	298,153	10.12
Ahrens Investment Partners LLC	267,932	10.12
High Pointe Capital Management Llc	224,060	10.12
Verity Asset Management, Inc.	210,003	10.12
Lake Street Advisors Group, Llc	194,117	10.12
Clark Capital Management Group, Inc.	178,567	10.12
All Season Financial Advisors, Inc.	175,104	10.12
CLARET ASSET MANAGEMENT Corp	163,660	10.12
Susquehanna International Group, Llp	161,772	10.12
Advisory Services Network, LLC	160,141	10.12
Belvedere Trading LLC	110,255	10.66
Almanack Investment Partners, LLC.	83,000	10.12
Citadel Advisors Llc	77,500	10.12
Envestnet Asset Management Inc	67,782	10.12
Royal Bank Of Canada	64,838	10.12
Pinnacle Private Wealth, LLC	56,995	10.12

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Commonwealth Equity Services, Llc	550,472	9.34
Cambridge Advisors Inc.	10,000	9.30
SOA Wealth Advisors, LLC.	918	8.71

Recent Quarter 22 Institutes closed out their positions

Name	Shares	PPS
All Season Financial Advisors, Inc.	175,104	10.12
Citadel Advisors Llc	77,500	10.12
Pinnacle Private Wealth, LLC	56,995	10.12
South Shore Capital Advisors	28,788	10.11
Cutler Group LP	4,000	1.00
Parallel Advisors, LLC	860	8.14
IFP Advisors, Inc	783	8.94
Money Concepts Capital Corp	375	10.67
Capital Wealth Alliance, LLC
Jane Street Group, Llc
Hartland & Co., LLC
Two Sigma Securities, Llc
CoreCap Advisors, LLC
Montag A & Associates Inc
Proequities, Inc.
Harbour Investments, Inc.
Old Mission Capital Llc
Park Avenue Securities Llc
Blair William & Co/il
Liberty Wealth Management Llc
Arkadios Wealth Advisors
Assetmark, Inc

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	74,680	9.35	13,630	10.12
Belvedere Trading LLC	58,072	8.94	110,255	10.66
Orion Portfolio Solutions, LLC	34,328	9.35	18,923	10.15
Brinker Capital Investments, LLC	32,588	9.33	32,999	10.12
Global Retirement Partners, LLC	14,025	9.34	14,025	10.62
Optimum Investment Advisors	14,000	9.36	19,500	10.10
Gradient Investments LLC	1,597	9.39	1,597	10.02
Worth Asset Management, LLC	325	9.23	250	12.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	61,050	74,680	9.35	13,630	10.12	447.91
Orion Portfolio Solutions, LLC	15,405	34,328	9.35	18,923	10.15	81.41
Worth Asset Management, LLC	75	325	9.23	250	12.00	30.00

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Belvedere Trading LLC	52,183	58,072	8.94	110,255	10.66	-47.33
Optimum Investment Advisors	5,500	14,000	9.36	19,500	10.10	-28.21
Brinker Capital Investments, LLC	411	32,588	9.33	32,999	10.12	-1.25

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 2 New Institutes added position

Name	Shares	PPS
Commonwealth Equity Services, Llc	550,472	9.34
Cambridge Advisors Inc.	10,000	9.30

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
South Shore Capital Advisors	28,788	10.11
Money Concepts Capital Corp	375	10.67

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Belvedere Trading LLC	58,072	8.94	110,255	10.66
Brinker Capital Investments, LLC	32,588	9.33	32,999	10.12

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
Belvedere Trading LLC	52,183	58,072	8.94	110,255	10.66	-47.33
Brinker Capital Investments, LLC	411	32,588	9.33	32,999	10.12	-1.25

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