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 89 53.00 50.00 50.26
Previous Quarter 95 56.00 50.00 50.50

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 0 39 7 0 4 0
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 4 0 2 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 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
Susquehanna International Group, Llp 1,570,400 50.03
HCMGX - HCM Tactical Growth Fund Class A Shares 1,115,598 50.03
Jane Street Group, Llc 862,700 50.03
Wolverine Trading, Llc 201,300 51.66
Toth Financial Advisory Corp 119,189 50.03
Citadel Advisors Llc 85,800 50.03
Envestnet Asset Management Inc 65,178 50.03
Jane Street Group, Llc 47,300 50.02
Susquehanna International Group, Llp 40,900 50.02
Citadel Advisors Llc 36,705 50.02
Retirement Planning Co of New England, Inc. 30,046 50.02
Old Mission Capital Llc 28,596 50.04
Susquehanna International Group, Llp 22,925 50.03
Continuum Advisory, LLC 19,960 37.12
Commonwealth Equity Services, Llc 18,584 28.57
Advisor Group Holdings, Inc. 17,660 52.66
Money Concepts Capital Corp 16,000 28.69
TFAQX - TFA Quantitative Fund Class I 15,662 50.06
Harbour Investments, Inc. 15,365 127.37
Bridges Investment Management Inc 14,400 28.61

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
Susquehanna International Group, Llp 1,570,400 50.03
HCMGX - HCM Tactical Growth Fund Class A Shares 1,115,598 50.03
Jane Street Group, Llc 862,700 50.03
Wolverine Trading, Llc 201,300 51.66
Toth Financial Advisory Corp 119,189 50.03
Citadel Advisors Llc 85,800 50.03
Envestnet Asset Management Inc 65,178 50.03
Jane Street Group, Llc 47,300 50.02
Susquehanna International Group, Llp 40,900 50.02
Citadel Advisors Llc 36,705 50.02
Retirement Planning Co of New England, Inc. 30,046 50.02
Old Mission Capital Llc 28,596 50.04
Susquehanna International Group, Llp 22,925 50.03
Continuum Advisory, LLC 19,960 37.12
Commonwealth Equity Services, Llc 18,498 50.01
Advisor Group Holdings, Inc. 17,660 52.66
Money Concepts Capital Corp 16,000 50.00
TFAQX - TFA Quantitative Fund Class I 15,662 50.06
Harbour Investments, Inc. 15,365 127.37
Bridges Investment Management Inc 14,400 50.00

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Jane Street Group, Llc 862,700 50.03
McGuire Investment Group, LLC 5,000 50.00
Brave Asset Management Inc 4,516 50.04
Cambridge Investment Research Advisors, Inc. 4,494 50.07
Koshinski Asset Management, Inc. 2,363 49.94
IFP Advisors, Inc
Barclays Plc
Navigation Wealth Management, Inc.
TAP Consulting, LLC
Pacitti Group Inc.
Tradewinds Capital Management, LLC
Geneos Wealth Management Inc.
Nwam Llc
Claybrook Capital, LLC
Fermata Advisors, LLC
Soltis Investment Advisors LLC
Creative Planning
RPg Family Wealth Advisory, LLC
Novare Capital Management Llc
Oppenheimer & Co Inc
Independent Wealth Network Inc.
Steward Partners Investment Advisory, Llc
Qube Research & Technologies Ltd
Pnc Financial Services Group, Inc.
Truvestments Capital Llc
Vontobel Holding Ltd.
Ausdal Financial Partners, Inc.
Arkadios Wealth Advisors
Bank Of America Corp /de/
Renaissance Technologies Llc
Cwm, Llc
Newbridge Financial Services Group, Inc.
TCI Wealth Advisors, Inc.
Mv Capital Management, Inc.
Institutional & Family Asset Management, Llc
Proequities, Inc.
Avion Wealth
BerganKDV Wealth Management, LLC
Advisory Services Network, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 18,584 28.57 18,498 50.01
Money Concepts Capital Corp 16,000 28.69 16,000 50.00
Bridges Investment Management Inc 14,400 28.61 14,400 50.00
Allworth Financial LP 1,032 29.07 886 49.66
Capital Investment Advisory Services, LLC 460 28.26 210 52.38
Sugarloaf Wealth Management, LLC 359 27.86 358 50.28
Baldwin Brothers Inc/ma 60 33.33 60 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Capital Investment Advisory Services, LLC 250 460 28.26 210 52.38 119.05
Allworth Financial LP 146 1,032 29.07 886 49.66 16.48
Commonwealth Equity Services, Llc 86 18,584 28.57 18,498 50.01 0.46
Sugarloaf Wealth Management, LLC 1 359 27.86 358 50.28 0.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Commonwealth Equity Services, Llc 18,584 28.57 18,498 50.01
Money Concepts Capital Corp 16,000 28.69 16,000 50.00
Capital Investment Advisory Services, LLC 460 28.26 210 52.38
Baldwin Brothers Inc/ma 60 33.33 60 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Capital Investment Advisory Services, LLC 250 460 28.26 210 52.38 119.05
Commonwealth Equity Services, Llc 86 18,584 28.57 18,498 50.01 0.46
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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