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 | 7 | NaN | 0.00 | NaN |
| Previous Quarter | 63 | 1.00 | 0.70 | 0.70 |
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 | 57 | 0 | 0 | 0 | 0 |
| 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 | 0 | 0 | 0 |
| 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 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 | 42,956 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 641,368 | 0.69 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 451,582 | 0.70 |
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164,359 | 0.72 |
| BRSIX - Ultra-Small Company Market Fund Class N | 121,900 | 0.70 |
| Royce Micro-cap Trust, Inc /md/ | 100,171 | 0.70 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,956 | 0.70 |
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,372 | 0.71 |
| FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares | 29,121 | 0.62 |
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,148 | 0.70 |
| FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,292 | 0.72 |
| VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,821 | 0.72 |
| Simplex Trading, Llc | 4,900 | |
| USMIX - Extended Market Index Fund | 3,383 | 0.59 |
| Towerview Llc | 0 | |
| Renaissance Technologies Llc | 0 | |
| Tower Research Capital LLC (TRC) | 0 | |
| CM Management, LLC | 0 | |
| Group One Trading, L.p. | 0 | |
| Horrell Capital Management, Inc. | 0 | |
| UBS Group AG | 0 |
| Name | Shares | PPS |
|---|---|---|
| GLASER ROBERT | 0 |
| Name | Shares | PPS |
|---|---|---|
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 641,368 | 0.69 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 451,582 | 0.70 |
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164,359 | 0.72 |
| BRSIX - Ultra-Small Company Market Fund Class N | 121,900 | 0.70 |
| Royce Micro-cap Trust, Inc /md/ | 100,171 | 0.70 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,956 | 0.70 |
| FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,372 | 0.71 |
| FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares | 29,121 | 0.62 |
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,148 | 0.70 |
| FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,292 | 0.72 |
| VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,821 | 0.72 |
| Simplex Trading, Llc | 4,900 | |
| USMIX - Extended Market Index Fund | 3,383 | 0.59 |
| Rockefeller Capital Management L.P. | ||
| Dimensional Fund Advisors Lp | ||
| Group One Trading, L.p. | ||
| Fuller & Thaler Asset Management, Inc. | ||
| Renaissance Technologies Llc | ||
| Ameriprise Financial Inc | ||
| Vanguard Group Inc | ||
| Prospera Financial Services Inc | ||
| FNY Investment Advisers, LLC | ||
| Towerview Llc | ||
| Susquehanna Fundamental Investments, Llc | ||
| Citadel Advisors Llc | ||
| Founders Capital Management | ||
| AMH Equity Ltd | ||
| Northern Trust Corp | ||
| Virtu Financial LLC | ||
| Two Sigma Securities, Llc | ||
| Laird Norton Trust Company, Llc | ||
| Acadian Asset Management Llc | ||
| Proequities, Inc. | ||
| Cutter & CO Brokerage, Inc. | ||
| UBS Group AG | ||
| Bridgeway Capital Management Inc | ||
| Morgan Stanley | ||
| BlackRock Inc. | ||
| Two Sigma Advisers, Lp | ||
| Bank Of America Corp /de/ | ||
| NewSquare Capital LLC | ||
| Federated Hermes, Inc. | ||
| Prentice Wealth Management LLC | ||
| Advisor Group Holdings, Inc. | ||
| Tower Research Capital LLC (TRC) | ||
| Horrell Capital Management, Inc. | ||
| Jpmorgan Chase & Co | ||
| Geode Capital Management, Llc | ||
| Wells Fargo & Company/mn | ||
| Susquehanna International Group, Llp | ||
| Lee Johnson Capital Management, Llc | ||
| Two Sigma Investments, Lp | ||
| Royce & Associates Lp | ||
| Beryl Capital Management LLC | ||
| State Street Corp | ||
| CM Management, LLC | ||
| Pinnacle Wealth Management, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Simplex Trading, Llc | 4,900 |
| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
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| 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 |
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