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	114	23.00	23.81	23.36
Previous Quarter	117	24.00	23.81	23.68

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	1	28	17	0	7	7
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	1	4	4	0	2	2
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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	14,854	0.00	0.00
Previous Quarter	0	0.00	0.00	14,854	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	1,016,147	23.81
LPL Financial LLC	991,999	23.81
Royal Bank Of Canada	896,375	23.81
Bank Of America Corp /de/	885,709	23.81
Brookstone Capital Management	290,900	20.77
Advisor Group Holdings, Inc.	274,047	23.88
Cambridge Investment Research Advisors, Inc.	248,510	20.54
Raymond James Financial Services Advisors, Inc.	231,820	23.81
Aj Wealth Strategies, Llc	201,428	23.81
Centaurus Financial, Inc.	186,454	23.81
Envestnet Asset Management Inc	184,403	23.81
UBS Group AG	183,820	23.81
MAS Advisors LLC	163,284	23.88
AE Wealth Management LLC	159,168	23.81
Baird Financial Group, Inc.	155,864	23.81
Cetera Advisor Networks LLC	115,555	23.81
Garner Asset Management Corp	113,540	23.81
Cavalier Investments, LLC	96,107	23.81
Janney Montgomery Scott LLC	95,957	23.81
AMAX - RH Hedged Multi-Asset Income ETF	95,002	23.20

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	1,016,147	23.81
LPL Financial LLC	991,999	23.81
Royal Bank Of Canada	896,375	23.81
Bank Of America Corp /de/	885,709	23.81
Advisor Group Holdings, Inc.	274,047	23.88
Cambridge Investment Research Advisors, Inc.	256,336	23.81
Raymond James Financial Services Advisors, Inc.	231,820	23.81
Brookstone Capital Management	221,672	23.22
Aj Wealth Strategies, Llc	201,428	23.81
Centaurus Financial, Inc.	186,454	23.81
Envestnet Asset Management Inc	184,403	23.81
UBS Group AG	183,820	23.81
MAS Advisors LLC	163,284	23.88
AE Wealth Management LLC	159,168	23.81
Baird Financial Group, Inc.	155,864	23.81
IFP Advisors, Inc	117,940	24.43
Cetera Advisor Networks LLC	115,555	23.81
Garner Asset Management Corp	113,540	23.81
Cavalier Investments, LLC	96,107	23.81
Janney Montgomery Scott LLC	95,957	23.81

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Atlantic Union Bankshares Corp	15,675	20.54

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	117,940	24.43
Citadel Advisors Llc	94,000	23.81
Belvedere Trading LLC	12,824	23.39
Belvedere Trading LLC	12,824	23.39
Harborview Advisors, LLC	10,152	24.92
Truist Financial Corp	9,258	23.87
Private Ocean, LLC	100	20.00
Change Path, LLC
Kestra Private Wealth Services, Llc
HighTower Advisors, LLC
Capital Asset Advisory Services LLC
Blair William & Co/il
Apella Capital, LLC
Retirement Planning Co of New England, Inc.
Wells Fargo & Company/mn
Princeton Global Asset Management LLC
King Luther Capital Management Corp
Old Mission Capital Llc
TCI Wealth Advisors, Inc.
Wagner Wealth Management, Llc
Redhawk Wealth Advisors, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Bank Of Montreal /can/
First Financial Corp /in/
Mystic Asset Management, Inc.
3EDGE Asset Management, LP
Fmr Llc
Mirae Asset Global Investments Co., Ltd.

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Brookstone Capital Management	290,900	20.77	221,672	23.22
Cambridge Investment Research Advisors, Inc.	248,510	20.54	256,336	23.81
Private Advisor Group, LLC	89,847	20.55	62,594	23.82
Astoria Portfolio Advisors LLC.	40,508	20.54	22,535	23.83
Weaver Consulting Group	33,613	20.53	34,719	23.82
Commonwealth Equity Services, Llc	27,935	20.51	32,194	23.79
Gofen & Glossberg Llc /il/	26,579	20.54	61,366	23.81
Geneos Wealth Management Inc.	25,524	20.57	8,125	23.75
Flagship Harbor Advisors, Llc	14,150	20.57	24,454	23.80
Wedbush Securities Inc	13,280	20.56	10,125	23.80
Western Wealth Management, LLC	10,856	20.54	19,486	23.81
Qp Wealth Management, Llc	10,112	20.57	9,262	23.86
PSI Advisors, LLC	1,310	20.61	1,310	23.66
Strategic Asset Management, LLC	676	20.71	676	23.67
Newbridge Financial Services Group, Inc.	579	20.73	579	24.18
Spire Wealth Management	160	18.75	972	23.66
AdvisorNet Financial, Inc	23		22	45.45

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Brookstone Capital Management	69,228	290,900	20.77	221,672	23.22	31.23
Private Advisor Group, LLC	27,253	89,847	20.55	62,594	23.82	43.54
Astoria Portfolio Advisors LLC.	17,973	40,508	20.54	22,535	23.83	79.76
Geneos Wealth Management Inc.	17,399	25,524	20.57	8,125	23.75	214.14
Wedbush Securities Inc	3,155	13,280	20.56	10,125	23.80	31.16
Qp Wealth Management, Llc	850	10,112	20.57	9,262	23.86	9.18
AdvisorNet Financial, Inc	1	23		22	45.45	4.55

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Gofen & Glossberg Llc /il/	34,787	26,579	20.54	61,366	23.81	-56.69
Flagship Harbor Advisors, Llc	10,304	14,150	20.57	24,454	23.80	-42.14
Western Wealth Management, LLC	8,630	10,856	20.54	19,486	23.81	-44.29
Cambridge Investment Research Advisors, Inc.	7,826	248,510	20.54	256,336	23.81	-3.05
Commonwealth Equity Services, Llc	4,259	27,935	20.51	32,194	23.79	-13.23
Weaver Consulting Group	1,106	33,613	20.53	34,719	23.82	-3.19
Spire Wealth Management	812	160	18.75	972	23.66	-83.54

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	12,824

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 1 New Institutes added position

Name	Shares	PPS
Atlantic Union Bankshares Corp	15,675	20.54

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Belvedere Trading LLC	12,824	23.39
Private Ocean, LLC	100	20.00
Kestra Private Wealth Services, Llc
Truist Financial Corp	9,258	23.87

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Weaver Consulting Group	33,613	20.53	34,719	23.82
Geneos Wealth Management Inc.	25,524	20.57	8,125	23.75
Wedbush Securities Inc	13,280	20.56	10,125	23.80
Spire Wealth Management	160	18.75	972	23.66

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Geneos Wealth Management Inc.	17,399	25,524	20.57	8,125	23.75	214.14
Wedbush Securities Inc	3,155	13,280	20.56	10,125	23.80	31.16

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Weaver Consulting Group	1,106	33,613	20.53	34,719	23.82	-3.19
Spire Wealth Management	812	160	18.75	972	23.66	-83.54

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	12,824

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