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	105	4.00	4.08	4.12
Previous Quarter	101	5.00	5.12	5.11

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	12	31	58	5	31	11
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	1	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	1	2	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	2	0	9	0	5	1
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	429,985	0.00	0.00	3,030,431	0.00	0.00
Previous Quarter	411,559	0.00	0.00	4,296,474	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
Vanguard Group Inc	1,521,943	4.08
Villano John L.	1,337,324
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,059,367	4.08
Bard Associates Inc	662,250	4.08
Ahrens Investment Partners LLC	652,703	4.08
BlackRock Inc.	429,985	4.08
VEXMX - Vanguard Extended Market Index Fund Investor Shares	412,907	4.08
Geode Capital Management, Llc	277,513	4.08
Two Sigma Advisers, Lp	253,400	4.08
Renaissance Technologies Llc	212,900	4.08
Two Sigma Investments, Lp	187,532	4.08
FSMAX - Fidelity Extended Market Index Fund	153,575	4.98
Teamwork Financial Advisors, LLC	112,702	4.08
State Street Corp	109,993	4.08
AE Wealth Management LLC	109,477	4.08
Truvestments Capital Llc	94,842	4.08
IWC - iShares Micro-Cap ETF	73,249	4.08
First Republic Investment Management, Inc.	63,740	4.08
Penserra Capital Management LLC	58,907	4.07
LPL Financial LLC	55,248	4.07

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
Vanguard Group Inc	2,144,303	5.12
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,713,650	5.12
Bard Associates Inc	631,050	5.12
Renaissance Technologies Llc	449,242	5.12
BlackRock Inc.	411,559	5.12
VEXMX - Vanguard Extended Market Index Fund Investor Shares	402,307	5.12
Two Sigma Advisers, Lp	230,200	5.12
Geode Capital Management, Llc	221,684	5.12
FSMAX - Fidelity Extended Market Index Fund	153,575	4.90
Two Sigma Investments, Lp	150,706	5.12
State Street Corp	109,993	5.12
Commonwealth Equity Services, Llc	70,680	5.11
First Republic Investment Management, Inc.	63,740	5.11
Ahrens Investment Partners LLC	63,000	5.13
Teamwork Financial Advisors, LLC	60,287	5.13
AE Wealth Management LLC	57,053	5.12
IWC - iShares Micro-Cap ETF	54,672	5.12
Gsa Capital Partners Llp	54,522	5.12
Bank of New York Mellon Corp	53,497	5.12
Tiaa, Fsb	53,000	5.11

Recent Quarter Analysis

Recent Quarter 12 New Institutes added position

Name	Shares	PPS
Villano John L.	1,337,324
Hilltop Holdings Inc.	37,300	4.08
Jane Street Group, Llc	34,232	4.09
SWTSX - Schwab Total Stock Market Index Fund	16,351	4.83
Quadrature Capital Ltd	15,350	4.04
Visionary Wealth Advisors	11,200	4.11
New York Life Investment Management Llc	10,250	4.10
FZIPX - Fidelity ZERO Extended Market Index Fund	6,410	4.84
ACG Wealth	1,500	4.00
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class	995	4.02
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	417	4.80
Villano Jeffrey C	0

Recent Quarter 31 Institutes closed out their positions

Name	Shares	PPS
Commonwealth Equity Services, Llc	70,680	5.11
Bnp Paribas Arbitrage, Sa	28,762	5.11
Morling Financial Advisors, LLC	26,389	5.12
Marshall Wace, Llp	24,317	5.14
Roosevelt Investment Group Llc	15,000	5.13
Money Concepts Capital Corp	5,000	5.20
Lake Point Wealth Management	100	10.00
Fmr Llc	1
Cutler Group LP
Wagner Wealth Management, Llc
Creative Planning
Personal Cfo Solutions, Llc
Gladstone Institutional Advisory LLC
Financial Advisory Group
Arrowstreet Capital, Limited Partnership
Squarepoint Ops LLC
Kalos Management, Inc.
EAM Investors, LLC
Concorde Asset Management, LLC
Proequities, Inc.
Group One Trading, L.p.
O'shaughnessy Asset Management, Llc
Moors & Cabot, Inc.
Winton Capital Group Ltd
Ckw Financial Group
Huntington National Bank
Citigroup Inc
Simplex Trading, Llc
Virtu Financial LLC
Susquehanna International Group, Llp
Barclays Plc

Recent Quarter 58 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Vanguard Group Inc	1,521,943	4.08	2,144,303	5.12
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,059,367	4.08	1,713,650	5.12
Bard Associates Inc	662,250	4.08	631,050	5.12
Ahrens Investment Partners LLC	652,703	4.08	63,000	5.13
BlackRock Inc.	429,985	4.08	411,559	5.12
VEXMX - Vanguard Extended Market Index Fund Investor Shares	412,907	4.08	402,307	5.12
Geode Capital Management, Llc	277,513	4.08	221,684	5.12
Two Sigma Advisers, Lp	253,400	4.08	230,200	5.12
Renaissance Technologies Llc	212,900	4.08	449,242	5.12
Two Sigma Investments, Lp	187,532	4.08	150,706	5.12
Teamwork Financial Advisors, LLC	112,702	4.08	60,287	5.13
State Street Corp	109,993	4.08	109,993	5.12
AE Wealth Management LLC	109,477	4.08	57,053	5.12
Truvestments Capital Llc	94,842	4.08	48,467	5.12
IWC - iShares Micro-Cap ETF	73,249	4.08	54,672	5.12
First Republic Investment Management, Inc.	63,740	4.08	63,740	5.11
Penserra Capital Management LLC	58,907	4.07	50,111	5.11
LPL Financial LLC	55,248	4.07	42,741	5.12
Bank of New York Mellon Corp	53,046	4.09	53,497	5.12
Tiaa, Fsb	53,000	4.08	53,000	5.11

Recent Quarter 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FSMAX - Fidelity Extended Market Index Fund	153,575	4.98	153,575	4.90
RIET - Hoya Capital High Dividend Yield ETF	52,928	4.99	47,920	4.90
FCFMX - Fidelity Series Total Market Index Fund	28,804	4.96	28,804	4.90
FSKAX - Fidelity Total Market Index Fund	24,185	4.96	24,185	4.92
Susquehanna International Group, Llp	12,300	4.07	0

Recent Quarter 31 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Ahrens Investment Partners LLC	589,703	652,703	4.08	63,000	5.13	936.04
Geode Capital Management, Llc	55,829	277,513	4.08	221,684	5.12	25.18
AE Wealth Management LLC	52,424	109,477	4.08	57,053	5.12	91.89
Teamwork Financial Advisors, LLC	52,415	112,702	4.08	60,287	5.13	86.94
Truvestments Capital Llc	46,375	94,842	4.08	48,467	5.12	95.68
Two Sigma Investments, Lp	36,826	187,532	4.08	150,706	5.12	24.44
Bard Associates Inc	31,200	662,250	4.08	631,050	5.12	4.94
Two Sigma Advisers, Lp	23,200	253,400	4.08	230,200	5.12	10.08
Acadian Asset Management Llc	20,544	31,241	4.07	10,697	5.05	192.05
IWC - iShares Micro-Cap ETF	18,577	73,249	4.08	54,672	5.12	33.98
BlackRock Inc.	18,426	429,985	4.08	411,559	5.12	4.48
Jump Financial, LLC	12,521	26,120	4.10	13,599	5.15	92.07
LPL Financial LLC	12,507	55,248	4.07	42,741	5.12	29.26
VEXMX - Vanguard Extended Market Index Fund Investor Shares	10,600	412,907	4.08	402,307	5.12	2.63
Cambridge Investment Research Advisors, Inc.	9,462	39,849	4.09	30,387	5.13	31.14
Penserra Capital Management LLC	8,796	58,907	4.07	50,111	5.11	17.55
Samalin Investment Counsel, LLC	8,435	37,573		29,138	5.11	28.95
Private Advisor Group, LLC	7,128	21,691	4.06	14,563	5.15	48.95
Northern Trust Corp	5,422	51,932	4.08	46,510	5.12	11.66
RIET - Hoya Capital High Dividend Yield ETF	5,008	52,928	4.99	47,920	4.90	10.45

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	654,283	1,059,367	4.08	1,713,650	5.12	-38.18
Vanguard Group Inc	622,360	1,521,943	4.08	2,144,303	5.12	-29.02
Renaissance Technologies Llc	236,342	212,900	4.08	449,242	5.12	-52.61
Gsa Capital Partners Llp	40,943	13,579	4.05	54,522	5.12	-75.09
Millennium Management Llc	26,015	11,054	4.07	37,069	5.13	-70.18
Morgan Stanley	24,293	9,309	4.08	33,602	5.12	-72.30
Steward Partners Investment Advisory, Llc	20,645	2,686		23,331		-88.49
Beacon Financial Advisory LLC	4,326	24,031	4.08	28,357	5.11	-15.26
Nisa Investment Advisors, Llc	1,648	8,763	4.11	10,411	5.09	-15.83
Bank of New York Mellon Corp	451	53,046	4.09	53,497	5.12	-0.84
Royal Bank Of Canada	89	41,294	4.07	41,383	5.10	-0.22

Recent Quarter 1 New Institutes added Put Positions

Name	Current Puts
Wolverine Trading, Llc	12,400

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 1 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Susquehanna International Group, Llp	12,300	12,300	0	0.00

Recent Quarter 2 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Cutler Group LP	400	400	0	0.00
Citadel Advisors Llc	24,700	34,700	10,000	247.00

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 2 New Institutes added position

Name	Shares	PPS
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class	995	4.02
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	417	4.80

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,059,367	4.08	1,713,650	5.12
VEXMX - Vanguard Extended Market Index Fund Investor Shares	412,907	4.08	402,307	5.12
IWC - iShares Micro-Cap ETF	73,249	4.08	54,672	5.12
TMVAX - RBC Microcap Value Fund A Shares	26,200	4.08	26,200	5.11
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares	18,378	4.08	18,378	5.11
VBINX - Vanguard Balanced Index Fund Investor Shares	17,836	4.09	17,836	5.10
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	6,209	4.03	4,865	5.14
USMIX - Extended Market Index Fund	4,895	4.09	4,795	5.21
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I	4,500	4.00	3,800	5.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
IWC - iShares Micro-Cap ETF	18,577	73,249	4.08	54,672	5.12	33.98
VEXMX - Vanguard Extended Market Index Fund Investor Shares	10,600	412,907	4.08	402,307	5.12	2.63
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	1,344	6,209	4.03	4,865	5.14	27.63
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I	700	4,500	4.00	3,800	5.00	18.42
USMIX - Extended Market Index Fund	100	4,895	4.09	4,795	5.21	2.09

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	654,283	1,059,367	4.08	1,713,650	5.12	-38.18

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