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	84	835.00	20.78	777.33
Previous Quarter	94	24.00	23.96	24.00

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	5	42	34	5	23	12
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	2	6	20	4	15	7
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	1	0.00	0.00	64	0.00	31.25
Previous Quarter	0	0.00	0.00	64	0.00	31.25

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
Black Diamond Capital Management, L.l.c.	1,037,331	23.97
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.	978,398
Advisors Asset Management, Inc.	150,799	20.77
Hennion & Walsh Asset Management, Inc.	112,137	20.77
Raymond James & Associates	85,557	20.77
Wells Fargo & Company/mn	82,189	20.77
Legal & General Group Plc	75,649	20.87
LPL Financial LLC	66,552	20.77
Ameriprise Financial Inc	47,873	20.76
Private Advisor Group, LLC	45,924	20.77
Banque Pictet & Cie Sa	43,403	20769.99
Pictet North America Advisors SA	43,403	20769.99
Two Sigma Advisers, Lp	40,000	20.77
Advisor Group Holdings, Inc.	36,801	20.76
Advisory Research Inc	35,721	20.77
Morgan Stanley	35,160	20.76
Jb Capital Partners Lp	33,847	23.96
PFG Advisors	28,802	20.76
Next Level Private LLC	27,683	21.96
Cerity Partners LLC	26,613	20.78

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
Black Diamond Capital Management, L.l.c.	1,037,331	23.97
Advisors Asset Management, Inc.	143,994	23.97
Hennion & Walsh Asset Management, Inc.	101,958	23.97
Raymond James & Associates	84,808	23.97
Wells Fargo & Company/mn	82,256	23.97
Thomas J. Herzfeld Advisors, Inc.	81,998	23.96
Legal & General Group Plc	71,023	23.96
LPL Financial LLC	64,011	23.96
Two Sigma Advisers, Lp	54,400	23.97
Advisor Group Holdings, Inc.	43,316	23.96
Pictet North America Advisors SA	42,400	23.96
Banque Pictet & Cie Sa	42,400	23.96
Private Advisor Group, LLC	41,524	23.96
Ameriprise Financial Inc	40,901	23.94
Advisory Research Inc	35,221	23.96
Morgan Stanley	34,216	23.97
Jb Capital Partners Lp	33,847	23.96
Mackenzie Financial Corp	30,229	23.98
PFG Advisors	29,965	23.96
Cerity Partners LLC	28,691	23.98

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.	978,398
Atria Wealth Solutions, Inc.	14,174	24.20
Larson Financial Group LLC	8,468	20.78
BlackRock Inc.	1
Signaturefd, Llc	1

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
Thomas J. Herzfeld Advisors, Inc.	81,998	23.96
Two Sigma Investments, Lp	15,788	23.94
Citadel Advisors Llc	9,200	24.02
Citadel Advisors Llc	9,200	24.02
Avantax Advisory Services, Inc.	8,852	23.95
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares	7,460	29.36
PSLAX - Putnam Small Cap Value Fund Class A Shares	7,356	27.46
Ahrens Investment Partners LLC	4,243	24.04
Lazard Asset Management Llc	2,963	23.96
Credit Agricole S A	1,000	24.00
Fairfield, Bush & Co.	1,000	24.00
Geneos Wealth Management Inc.	381	23.62
Northwestern Mutual Wealth Management Co	361	24.93
Center for Financial Planning, Inc.	2
Deutsche Bank Ag\
Mark Sheptoff Financial Planning, Llc
Harbour Investments, Inc.
Motco
Jpmorgan Chase & Co
FNY Investment Advisers, LLC
Chemistry Wealth Management LLC
Cambridge Investment Research Advisors, Inc.
Commonwealth Equity Services, Llc
TAP Consulting, LLC
Modera Wealth Management, LLC
Financial Advocates Investment Management
Jump Financial, LLC
Proequities, Inc.
Vectors Research Management, LLC
Eagle Global Advisors Llc
Marshall Wace, Llp
Lee Financial Co
Fmr Llc
All Season Financial Advisors, Inc.
D. E. Shaw & Co., Inc.
Samalin Investment Counsel, LLC
Chilton Capital Management Llc
Sandy Spring Bank
Cetera Advisors LLC
Putnam Investments Llc
Confluence Wealth Services, Inc.
Ares Management Llc

Recent Quarter 34 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advisors Asset Management, Inc.	150,799	20.77	143,994	23.97
Hennion & Walsh Asset Management, Inc.	112,137	20.77	101,958	23.97
Raymond James & Associates	85,557	20.77	84,808	23.97
Wells Fargo & Company/mn	82,189	20.77	82,256	23.97
Legal & General Group Plc	75,649	20.87	71,023	23.96
LPL Financial LLC	66,552	20.77	64,011	23.96
Ameriprise Financial Inc	47,873	20.76	40,901	23.94
Private Advisor Group, LLC	45,924	20.77	41,524	23.96
Two Sigma Advisers, Lp	40,000	20.77	54,400	23.97
Advisor Group Holdings, Inc.	36,801	20.76	43,316	23.96
Advisory Research Inc	35,721	20.77	35,221	23.96
Morgan Stanley	35,160	20.76	34,216	23.97
PFG Advisors	28,802	20.76	29,965	23.96
Cerity Partners LLC	26,613	20.78	28,691	23.98
Mackenzie Financial Corp	26,303	20.76	30,229	23.98
Claybrook Capital, LLC	22,655	20.79	11,105	23.95
D.a. Davidson & Co.	21,318	20.78	21,244	23.96
Royal Bank Of Canada	18,926	20.77	13,072	23.94
Rockefeller Capital Management L.P.	18,315	20.75	19,141	23.93
National Asset Management, Inc.	16,750	20.78	15,525	24.03

Recent Quarter 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Pictet North America Advisors SA	43,403	20769.99	42,400	23.96
Banque Pictet & Cie Sa	43,403	20769.99	42,400	23.96
Next Level Private LLC	27,683	21.96	0
Chicago Partners Investment Group LLC	19,863	23.56	19,786	23.55
Tower Research Capital LLC (TRC)	301	19.93	0

Recent Quarter 23 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Next Level Private LLC	27,683	27,683	21.96	0		0.00
Claybrook Capital, LLC	11,550	22,655	20.79	11,105	23.95	104.01
Hennion & Walsh Asset Management, Inc.	10,179	112,137	20.77	101,958	23.97	9.98
Ameriprise Financial Inc	6,972	47,873	20.76	40,901	23.94	17.05
Advisors Asset Management, Inc.	6,805	150,799	20.77	143,994	23.97	4.73
Royal Bank Of Canada	5,854	18,926	20.77	13,072	23.94	44.78
Legal & General Group Plc	4,626	75,649	20.87	71,023	23.96	6.51
Private Advisor Group, LLC	4,400	45,924	20.77	41,524	23.96	10.60
LPL Financial LLC	2,541	66,552	20.77	64,011	23.96	3.97
First Republic Investment Management, Inc.	1,696	13,677	20.76	11,981	23.95	14.16
National Asset Management, Inc.	1,225	16,750	20.78	15,525	24.03	7.89
Northern Trust Corp	1,194	15,395	20.79	14,201	23.94	8.41
Pictet North America Advisors SA	1,003	43,403	20769.99	42,400	23.96	2.37
Banque Pictet & Cie Sa	1,003	43,403	20769.99	42,400	23.96	2.37
Morgan Stanley	944	35,160	20.76	34,216	23.97	2.76
Raymond James & Associates	749	85,557	20.77	84,808	23.97	0.88
Advisory Research Inc	500	35,721	20.77	35,221	23.96	1.42
Tower Research Capital LLC (TRC)	301	301	19.93	0		0.00
Aquatic Capital Management LLC	229	500	20.00	271	22.14	84.50
Chicago Partners Investment Group LLC	77	19,863	23.56	19,786	23.55	0.39

Recent Quarter 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Two Sigma Advisers, Lp	14,400	40,000	20.77	54,400	23.97	-26.47
Advisor Group Holdings, Inc.	6,515	36,801	20.76	43,316	23.96	-15.04
Mackenzie Financial Corp	3,926	26,303	20.76	30,229	23.98	-12.99
Cerity Partners LLC	2,078	26,613	20.78	28,691	23.98	-7.24
Davidson Trust Co	2,000	11,000	20.73	13,000	24.00	-15.38
VPC - Virtus Private Credit Strategy ETF	1,628	15,954	23.57	17,582	25.59	-9.26
PFG Advisors	1,163	28,802	20.76	29,965	23.96	-3.88
Virtus ETF Advisers LLC	1,058	16,210	20.79	17,268	23.97	-6.13
Rockefeller Capital Management L.P.	826	18,315	20.75	19,141	23.93	-4.32
UBS Group AG	777	4,195	20.74	4,972	24.14	-15.63
Bard Associates Inc	160	16,085	20.76	16,245	23.95	-0.98
Wells Fargo & Company/mn	67	82,189	20.77	82,256	23.97	-0.08

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 2 New Institutes added position

Name	Shares	PPS
Atria Wealth Solutions, Inc.	14,174	24.20
BlackRock Inc.	1

Past Week 6 Institutes closed out their positions

Name	Shares	PPS
Geneos Wealth Management Inc.	381	23.62
Northwestern Mutual Wealth Management Co	361	24.93
Two Sigma Investments, Lp	15,788	23.94
Lazard Asset Management Llc	2,963	23.96
Thomas J. Herzfeld Advisors, Inc.	81,998	23.96
Credit Agricole S A	1,000	24.00

Past Week 20 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Hennion & Walsh Asset Management, Inc.	112,137	20.77	101,958	23.97
Wells Fargo & Company/mn	82,189	20.77	82,256	23.97
Legal & General Group Plc	75,649	20.87	71,023	23.96
LPL Financial LLC	66,552	20.77	64,011	23.96
Ameriprise Financial Inc	47,873	20.76	40,901	23.94
Two Sigma Advisers, Lp	40,000	20.77	54,400	23.97
Advisor Group Holdings, Inc.	36,801	20.76	43,316	23.96
Advisory Research Inc	35,721	20.77	35,221	23.96
Morgan Stanley	35,160	20.76	34,216	23.97
Cerity Partners LLC	26,613	20.78	28,691	23.98
Royal Bank Of Canada	18,926	20.77	13,072	23.94
National Asset Management, Inc.	16,750	20.78	15,525	24.03
Virtus ETF Advisers LLC	16,210	20.79	17,268	23.97
Bard Associates Inc	16,085	20.76	16,245	23.95
Northern Trust Corp	15,395	20.79	14,201	23.94
UBS Group AG	4,195	20.74	4,972	24.14
Tradition Wealth Management, LLC	1,502	20.64	1,465	23.89
Aquatic Capital Management LLC	500	20.00	271	22.14
Carmichael Hill & Associates, Inc.	315	22.22	315	25.40
Laurel Wealth Advisors LLC	241	20.75	241	24.90

Past Week 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Pictet North America Advisors SA	43,403	20769.99	42,400	23.96
Banque Pictet & Cie Sa	43,403	20769.99	42,400	23.96
Chicago Partners Investment Group LLC	19,863	23.56	19,786	23.55
Tower Research Capital LLC (TRC)	301	19.93	0

Past Week 15 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Hennion & Walsh Asset Management, Inc.	10,179	112,137	20.77	101,958	23.97	9.98
Ameriprise Financial Inc	6,972	47,873	20.76	40,901	23.94	17.05
Royal Bank Of Canada	5,854	18,926	20.77	13,072	23.94	44.78
Legal & General Group Plc	4,626	75,649	20.87	71,023	23.96	6.51
LPL Financial LLC	2,541	66,552	20.77	64,011	23.96	3.97
National Asset Management, Inc.	1,225	16,750	20.78	15,525	24.03	7.89
Northern Trust Corp	1,194	15,395	20.79	14,201	23.94	8.41
Banque Pictet & Cie Sa	1,003	43,403	20769.99	42,400	23.96	2.37
Pictet North America Advisors SA	1,003	43,403	20769.99	42,400	23.96	2.37
Morgan Stanley	944	35,160	20.76	34,216	23.97	2.76
Advisory Research Inc	500	35,721	20.77	35,221	23.96	1.42
Tower Research Capital LLC (TRC)	301	301	19.93	0		0.00
Aquatic Capital Management LLC	229	500	20.00	271	22.14	84.50
Chicago Partners Investment Group LLC	77	19,863	23.56	19,786	23.55	0.39
Tradition Wealth Management, LLC	37	1,502	20.64	1,465	23.89	2.53

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Two Sigma Advisers, Lp	14,400	40,000	20.77	54,400	23.97	-26.47
Advisor Group Holdings, Inc.	6,515	36,801	20.76	43,316	23.96	-15.04
Cerity Partners LLC	2,078	26,613	20.78	28,691	23.98	-7.24
Virtus ETF Advisers LLC	1,058	16,210	20.79	17,268	23.97	-6.13
UBS Group AG	777	4,195	20.74	4,972	24.14	-15.63
Bard Associates Inc	160	16,085	20.76	16,245	23.95	-0.98
Wells Fargo & Company/mn	67	82,189	20.77	82,256	23.97	-0.08

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