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	204	16.00	16.72	16.13
Previous Quarter	217	16.00	16.73	16.33

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	55	32	2	13	4
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	2	12	1	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	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	5,321,996	16.73
Bank Of America Corp /de/	2,821,274	16.73
Raymond James & Associates	1,422,687	16.73
Wells Fargo & Company/mn	1,221,259	16.73
Raymond James Financial Services Advisors, Inc.	1,091,827	16.73
Ameriprise Financial Inc	929,922	16.73
LPL Financial LLC	683,028	16.73
Royal Bank Of Canada	581,582	16.73
UBS Group AG	576,668	16.73
Advisors Asset Management, Inc.	465,281	16.73
Cambridge Investment Research Advisors, Inc.	420,244	13.59
Commonwealth Equity Services, Llc	308,853	13.59
Mutual Advisors, LLC	294,676	16.73
Lake Street Financial Llc	274,770	13.59
Apollon Wealth Management, LLC	244,943	16.73
HighTower Advisors, LLC	222,467	16.72
Advisor Group Holdings, Inc.	216,959	16.63
Sargent Investment Group, LLC	214,105	16.73
Steward Partners Investment Advisory, Llc	157,899	0.02
J.w. Cole Advisors, Inc.	149,399	0.06

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	5,321,996	16.73
Bank Of America Corp /de/	2,821,274	16.73
Raymond James & Associates	1,422,687	16.73
Wells Fargo & Company/mn	1,221,259	16.73
Raymond James Financial Services Advisors, Inc.	1,091,827	16.73
Ameriprise Financial Inc	929,922	16.73
LPL Financial LLC	683,028	16.73
Royal Bank Of Canada	581,582	16.73
UBS Group AG	576,668	16.73
Advisors Asset Management, Inc.	465,281	16.73
Commonwealth Equity Services, Llc	434,669	16.73
Cambridge Investment Research Advisors, Inc.	396,822	16.73
Mutual Advisors, LLC	294,676	16.73
Lake Street Financial Llc	273,995	16.73
Apollon Wealth Management, LLC	244,943	16.73
HighTower Advisors, LLC	222,467	16.72
Advisor Group Holdings, Inc.	216,959	16.63
Sargent Investment Group, LLC	214,105	16.73
Steward Partners Investment Advisory, Llc	157,899	0.02
J.w. Cole Advisors, Inc.	149,399	0.06

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
ACG Wealth	1,000	14.00
City Holding Co	464	12.93

Recent Quarter 55 Institutes closed out their positions

Name	Shares	PPS
Fma Advisory Inc	146,991	14.90
Carroll Financial Associates, Inc.	90,183	17.83
Money Concepts Capital Corp	37,433	16.72
Miracle Mile Advisors, LLC	30,958	16.73
Harbor Financial Services, Llc	27,600	14.89
Mid Atlantic Financial Management Inc/adv	25,426	14.91
Future Financial Wealth Managment LLC	4,500	16.67
Spire Wealth Management	3,096	16.80
Investmark Advisory Group LLC	900	17.78
Wealth Quarterback LLC	751
Perkins Coie Trust Co	300	16.67
IVC Wealth Advisors LLC
Penserra Capital Management LLC
Huntington National Bank
Smith, Moore & Co.
Delta Asset Management Llc/tn
Chemistry Wealth Management LLC
Mml Investors Services, Llc
BerganKDV Wealth Management, LLC
Ibex Wealth Advisors
D'Orazio & Associates, Inc.
Motco
Millennium Management Llc
Advisory Services Network, LLC
Stephens Inc /ar/
Wolverine Asset Management Llc
CoreCap Advisors, LLC
Red Door Wealth Management, LLC
Signet Financial Management, Llc
Shaker Financial Services, LLC
Opal Wealth Advisors, LLC
StoneX Group Inc.
Emerald Investment Partners, Llc
FNY Investment Advisers, LLC
Geneos Wealth Management Inc.
Ellevest, Inc.
Proequities, Inc.
Widmann Financial Services, Inc.
Regions Financial Corp
WASHINGTON TRUST Co
Bank Of Montreal /can/
Jane Street Group, Llc
Leelyn Smith, LLC
Trustcore Financial Services, Llc
First Foundation Advisors
Total Clarity Wealth Management, Inc.
Citadel Advisors Llc
Aries Wealth Management
Signaturefd, Llc
Sit Investment Associates Inc
Barclays Plc
Ubs Asset Management Americas Inc
Confluence Wealth Services, Inc.
Cahill Financial Advisors Inc
Sheaff Brock Investment Advisors, LLC

Recent Quarter 32 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	420,244	13.59	396,822	16.73
Commonwealth Equity Services, Llc	308,853	13.59	434,669	16.73
Lake Street Financial Llc	274,770	13.59	273,995	16.73
Private Advisor Group, LLC	93,069	13.59	55,314	16.72
Rothschild Investment Corp /il	38,500	13.58	38,500	16.73
Wedbush Securities Inc	24,339	13.60	22,790	16.72
Cliftonlarsonallen Wealth Advisors, Llc	24,287	13.59	24,470	16.71
Stratos Wealth Partners, LTD.	20,927	13.57	20,922	16.73
Raymond James Trust N.a.	20,644	13.61	15,495	16.72
Capital Investment Advisors, LLC	20,100	13.58	16,818	16.71
Delta Capital Management Llc	20,050	13.57	19,200	16.72
HBW Advisory Services LLC	19,054	13.59	10,101	16.73
Transcend Wealth Collective, Llc	18,027	13.59	17,958	16.71
First National Bank of Mount Dora, Trust Investment Services	17,641	13.60	17,641	16.72
Shufro Rose & Co Llc	14,600	13.56	14,600	16.71
Good Life Advisors, LLC	13,810	13.61	13,646	16.71
Minot Wealth Management LLC	12,000	13.58	12,000	16.75
Truist Financial Corp	10,889	13.59	15,189	16.72
Global Retirement Partners, LLC	6,916	13.59	6,916	13.74
Gables Capital Management Inc.	4,936	13.57	4,936	16.82

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
All Season Financial Advisors, Inc.	25,495	13.57	0
Allworth Financial LP	1,629	13.51	0

Recent Quarter 13 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	37,755	93,069	13.59	55,314	16.72	68.26
All Season Financial Advisors, Inc.	25,495	25,495	13.57	0		0.00
Cambridge Investment Research Advisors, Inc.	23,422	420,244	13.59	396,822	16.73	5.90
HBW Advisory Services LLC	8,953	19,054	13.59	10,101	16.73	88.63
Raymond James Trust N.a.	5,149	20,644	13.61	15,495	16.72	33.23
Capital Investment Advisors, LLC	3,282	20,100	13.58	16,818	16.71	19.51
Allworth Financial LP	1,629	1,629	13.51	0		0.00
Wedbush Securities Inc	1,549	24,339	13.60	22,790	16.72	6.80
Delta Capital Management Llc	850	20,050	13.57	19,200	16.72	4.43
Lake Street Financial Llc	775	274,770	13.59	273,995	16.73	0.28
Good Life Advisors, LLC	164	13,810	13.61	13,646	16.71	1.20
Transcend Wealth Collective, Llc	69	18,027	13.59	17,958	16.71	0.38
Stratos Wealth Partners, LTD.	5	20,927	13.57	20,922	16.73	0.02

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	125,816	308,853	13.59	434,669	16.73	-28.95
Truist Financial Corp	4,300	10,889	13.59	15,189	16.72	-28.31
RWM Asset Management, LLC	200	300	13.33	500	16.00	-40.00
Cliftonlarsonallen Wealth Advisors, Llc	183	24,287	13.59	24,470	16.71	-0.75

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 2 Institutes closed out their positions

Name	Shares	PPS
Spire Wealth Management	3,096	16.80
Money Concepts Capital Corp	37,433	16.72

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	308,853	13.59	434,669	16.73
Wedbush Securities Inc	24,339	13.60	22,790	16.72
Stratos Wealth Partners, LTD.	20,927	13.57	20,922	16.73
Shufro Rose & Co Llc	14,600	13.56	14,600	16.71
Good Life Advisors, LLC	13,810	13.61	13,646	16.71
Truist Financial Corp	10,889	13.59	15,189	16.72
Gables Capital Management Inc.	4,936	13.57	4,936	16.82
JNBA Financial Advisors	1,900	13.68	1,900	16.84
GPS Wealth Strategies Group, LLC	850	14.12	850	16.47
Hexagon Capital Partners LLC	694	12.97	694	17.29
Sandy Spring Bank	517	13.54	517	17.41
North Star Investment Management Corp.	468	12.82	468	17.09

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
All Season Financial Advisors, Inc.	25,495	13.57	0

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
All Season Financial Advisors, Inc.	25,495	25,495	13.57	0		0.00
Wedbush Securities Inc	1,549	24,339	13.60	22,790	16.72	6.80
Good Life Advisors, LLC	164	13,810	13.61	13,646	16.71	1.20
Stratos Wealth Partners, LTD.	5	20,927	13.57	20,922	16.73	0.02

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	125,816	308,853	13.59	434,669	16.73	-28.95
Truist Financial Corp	4,300	10,889	13.59	15,189	16.72	-28.31

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