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	10.00	10.52	10.48
Previous Quarter	137	11.00	10.52	10.61

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	37	10	0	4	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	0	0	8	0	4	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	26,215	0.06	11.56	0	0.00	0.00
Previous Quarter	26,215	0.06	11.56	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	2,898,514
Morgan Stanley	2,782,283	10.52
MORGAN STANLEY	2,155,075
Advisors Asset Management, Inc.	957,192	10.52
UBS Group AG	884,737	10.52
Wells Fargo & Company/mn	876,579	10.52
Parametric Portfolio Associates Llc	846,014	10.52
1607 Capital Partners, LLC	830,396	10.52
Allspring Global Investments Holdings, LLC	690,916	10.52
Cornerstone Advisors Inc	601,315	11.55
Karpus Management, Inc.	553,830	10.52
Shaker Financial Services, LLC	500,002	10.52
Punch & Associates Investment Management, Inc.	469,085	10.52
Cornerstone Strategic Value Fund Inc	400,579	11.55
Bank Of America Corp /de/	359,028	10.52
Flagship Harbor Advisors, Llc	352,738	8.36
Raymond James & Associates	341,595	10.52
1832 Asset Management L.P.	302,492	10.37
Fca Corp /tx	271,747	10.52
Bard Associates Inc	248,051	10.52

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	2,782,283	10.52
Advisors Asset Management, Inc.	957,192	10.52
UBS Group AG	884,737	10.52
Wells Fargo & Company/mn	876,579	10.52
Parametric Portfolio Associates Llc	846,014	10.52
1607 Capital Partners, LLC	830,396	10.52
Allspring Global Investments Holdings, LLC	690,916	10.52
Cornerstone Advisors Inc	601,315	11.55
Karpus Management, Inc.	553,830	10.52
Shaker Financial Services, LLC	500,002	10.52
Punch & Associates Investment Management, Inc.	469,085	10.52
Cornerstone Strategic Value Fund Inc	400,579	11.55
Bank Of America Corp /de/	359,028	10.52
Raymond James & Associates	341,595	10.52
Flagship Harbor Advisors, Llc	338,174	10.52
1832 Asset Management L.P.	302,492	10.37
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares	282,631	11.42
Fca Corp /tx	271,747	10.52
Bard Associates Inc	248,051	10.52
Family Firm, Inc.	243,169	11.55

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	2,898,514
MORGAN STANLEY	2,155,075
Kestra Advisory Services, LLC	13,890	10.51

Recent Quarter 37 Institutes closed out their positions

Name	Shares	PPS
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares	282,631	11.42
Harborview Advisors, LLC	33,529	11.42
Mid Atlantic Financial Management Inc/adv	20,700	11.40
Kestra Advisory Services, LLC	13,890	10.51
National Asset Management, Inc.
Cnh Partners Llc
Walleye Capital LLC
BEAM Asset Management, LLC
Advisory Services Network, LLC
Bogart Wealth, LLC
Hm Payson & Co
Pinnacle Bancorp, Inc.
Eidelman Virant Capital
Cornerstone Advisors, LLC
Bessemer Group Inc
Allegheny Financial Group LTD
First Republic Investment Management, Inc.
True North Advisors, LLC
Pecaut & Co.
HighTower Advisors, LLC
FNY Investment Advisers, LLC
Proequities, Inc.
Mercer Global Advisors Inc /adv
Frontier Wealth Management LLC
Walleye Trading LLC
Envestnet Asset Management Inc
Bank Of Montreal /can/
Landscape Capital Management, L.l.c.
Thompson Davis & Co., Inc.
Wolverine Asset Management Llc
Robinson Capital Management, Llc
North Star Asset Management Inc
Northwestern Mutual Wealth Management Co
Relative Value Fund
OMOAX - Vivaldi Multi-Strategy Fund Class A Shares
Matisse Capital
AdvisorNet Financial, Inc

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	352,738	8.36	338,174	10.52
Private Advisor Group, LLC	81,921	8.36	70,248	10.52
Cambridge Investment Research Advisors, Inc.	51,160	8.37	51,682	10.53
Insight Folios Inc	48,039	8.37	55,816	18.85
Rivernorth Opportunities Fund, Inc.	45,008	9.33	79,866	10.62
Raymond James Trust N.a.	23,322	8.36	22,322	10.53
Koshinski Asset Management, Inc.	18,414		18,414	10.54
Diversified Trust Co	13,073	8.34	13,073	10.56
First Financial Bank - Trust Division	10,741	8.38	10,741	10.52
Global Retirement Partners, LLC	2,286	8.31	2,225	8.99

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flagship Harbor Advisors, Llc	14,564	352,738	8.36	338,174	10.52	4.31
Private Advisor Group, LLC	11,673	81,921	8.36	70,248	10.52	16.62
Raymond James Trust N.a.	1,000	23,322	8.36	22,322	10.53	4.48
Global Retirement Partners, LLC	61	2,286	8.31	2,225	8.99	2.74

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Rivernorth Opportunities Fund, Inc.	34,858	45,008	9.33	79,866	10.62	-43.65
Insight Folios Inc	7,777	48,039	8.37	55,816	18.85	-13.93
Cambridge Investment Research Advisors, Inc.	522	51,160	8.37	51,682	10.53	-1.01

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flagship Harbor Advisors, Llc	352,738	8.36	338,174	10.52
Private Advisor Group, LLC	81,921	8.36	70,248	10.52
Cambridge Investment Research Advisors, Inc.	51,160	8.37	51,682	10.53
Insight Folios Inc	48,039	8.37	55,816	18.85
Raymond James Trust N.a.	23,322	8.36	22,322	10.53
Koshinski Asset Management, Inc.	18,414		18,414	10.54
Diversified Trust Co	13,073	8.34	13,073	10.56
Global Retirement Partners, LLC	2,286	8.31	2,225	8.99

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flagship Harbor Advisors, Llc	14,564	352,738	8.36	338,174	10.52	4.31
Private Advisor Group, LLC	11,673	81,921	8.36	70,248	10.52	16.62
Raymond James Trust N.a.	1,000	23,322	8.36	22,322	10.53	4.48
Global Retirement Partners, LLC	61	2,286	8.31	2,225	8.99	2.74

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Insight Folios Inc	7,777	48,039	8.37	55,816	18.85	-13.93
Cambridge Investment Research Advisors, Inc.	522	51,160	8.37	51,682	10.53	-1.01

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