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	63	14.00	14.62	14.63
Previous Quarter	67	15.00	14.62	14.66

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	22	5	0	0	1
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	0	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	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
FIRST TRUST PORTFOLIOS LP	1,307,732
Raymond James & Associates	931,229	14.62
RAYMOND JAMES & ASSOCIATES	913,011
Raymond James Financial Services Advisors, Inc.	880,333	14.62
Raymond James Financial Services Advisors, Inc.	871,487
Advisors Asset Management, Inc.	597,917	14.62
Morgan Stanley	403,301	14.62
Wells Fargo & Company/mn	301,695	14.62
Cornerstone Advisors Inc	300,472	15.20
Cornerstone Advisors, LLC	251,388	14.62
Shaker Financial Services, LLC	201,616	14.62
Parametric Portfolio Associates Llc	158,780	14.62
Cornerstone Strategic Value Fund Inc	150,697	14.62
Cornerstone Total Return Fund Inc	100,691	14.62
Karpus Management, Inc.	92,415	14.62
Invesco Ltd.	91,498	14.62
Advisor Resource Council	86,600	14.62
Advisor Group Holdings, Inc.	70,471	14.62
Royal Bank Of Canada	66,834	14.62
Guggenheim Capital Llc	61,452	14.61

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
Raymond James & Associates	931,229	14.62
Raymond James Financial Services Advisors, Inc.	880,333	14.62
Advisors Asset Management, Inc.	597,917	14.62
Morgan Stanley	403,301	14.62
Wells Fargo & Company/mn	301,695	14.62
Cornerstone Advisors Inc	300,472	15.20
Cornerstone Advisors, LLC	251,388	14.62
Shaker Financial Services, LLC	201,616	14.62
Parametric Portfolio Associates Llc	158,780	14.62
Cornerstone Strategic Value Fund Inc	150,697	14.62
Cornerstone Total Return Fund Inc	100,691	14.62
Karpus Management, Inc.	92,415	14.62
Invesco Ltd.	91,498	14.62
Advisor Resource Council	86,600	14.62
Advisor Group Holdings, Inc.	70,471	14.62
Royal Bank Of Canada	66,834	14.62
Guggenheim Capital Llc	61,452	14.61
1607 Capital Partners, LLC	58,623	14.62
55i, Llc	57,686	14.61
Wolverine Asset Management Llc	35,900	14.60

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,307,732
RAYMOND JAMES & ASSOCIATES	913,011

Recent Quarter 22 Institutes closed out their positions

Name	Shares	PPS
Wealth Quarterback LLC	5,963
Advisory Services Network, LLC
Citigroup Inc
Cullen/frost Bankers, Inc.
Cnh Partners Llc
IHT Wealth Management, LLC
Jpmorgan Chase & Co
Huntington National Bank
Gradient Investments LLC
Liberty Wealth Management Llc
Raymond James Trust N.a.
Signet Financial Management, Llc
Janney Montgomery Scott LLC
Ahrens Investment Partners LLC
First Personal Financial Services
Cwm, Llc
Truist Financial Corp
CoreCap Advisors, LLC
AdvisorNet Financial, Inc
Rivernorth Capital Management, Llc
Confluence Wealth Services, Inc.
Proequities, Inc.

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PFG Advisors	30,452	12.31	30,452	14.61
Cambridge Investment Research Advisors, Inc.	18,055	12.30	19,411	14.63
Capital Investment Advisors, LLC	13,600	12.35	13,600	14.63
FNY Investment Advisers, LLC	1,500	12.00	1,500	14.00
Allworth Financial LP	503	11.93	503	13.92

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,356	18,055	12.30	19,411	14.63	-6.99

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PFG Advisors	30,452	12.31	30,452	14.61
Cambridge Investment Research Advisors, Inc.	18,055	12.30	19,411	14.63
FNY Investment Advisers, LLC	1,500	12.00	1,500	14.00
Allworth Financial LP	503	11.93	503	13.92

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,356	18,055	12.30	19,411	14.63	-6.99

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