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 46 25.00 25.68 25.12
Previous Quarter 0 0.00 0.00 0.00

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 46 5 0 0 0 0
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 5 2 0 0 0 0
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
Kohmann Bosshard Financial Services, LLC 492,305 22.49
Magnolia Capital Advisors Llc 273,410 25.68
McCarthy Asset Management, Inc. 239,881 25.68
Columbus Macro, LLC 207,612 25.68
Jane Street Group, Llc 203,391 25.68
Cetera Investment Advisers 200,338 25.68
First Republic Investment Management, Inc. 177,486 25.68
Citadel Advisors Llc 158,992 25.68
Flow Traders U.s. Llc 140,652 25.68
Financial Architects, Inc 132,436 25.68
Wsfs Capital Management, Llc 110,537 25.68
First Merchants Corp 93,251 25.68
Envestnet Asset Management Inc 89,957 25.68
ProVise Management Group, LLC 85,263 25.69
Old Mission Capital Llc 78,957 25.68
CVA Family Office, LLC 69,560 22.48
Cowa, Llc 68,970 29.19
Summit Asset Management, LLC 57,965 25.69
Carolinas Wealth Consulting Llc 36,121 25.69
Cambridge Investment Research Advisors, Inc. 28,476 22.48

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

 

Recent Quarter Analysis

Name Shares PPS
Kohmann Bosshard Financial Services, LLC 492,305 22.49
Magnolia Capital Advisors Llc 273,410 25.68
McCarthy Asset Management, Inc. 239,881 25.68
Columbus Macro, LLC 207,612 25.68
Jane Street Group, Llc 203,391 25.68
Cetera Investment Advisers 200,338 25.68
First Republic Investment Management, Inc. 177,486 25.68
Citadel Advisors Llc 158,992 25.68
Flow Traders U.s. Llc 140,652 25.68
Financial Architects, Inc 132,436 25.68
Wsfs Capital Management, Llc 110,537 25.68
First Merchants Corp 93,251 25.68
Envestnet Asset Management Inc 89,957 25.68
ProVise Management Group, LLC 85,263 25.69
Old Mission Capital Llc 78,957 25.68
CVA Family Office, LLC 69,560 22.48
Cowa, Llc 68,970 29.19
Summit Asset Management, LLC 57,965 25.69
Carolinas Wealth Consulting Llc 36,121 25.69
Cambridge Investment Research Advisors, Inc. 28,476 22.48
Name Shares PPS
AlphaCore Capital LLC
Sargent Bickham Lagudis LLC
SAVN - LifeGoal Conservative Wealth Builder ETF
Danda Trouve Investment Management, Inc.
Royal Bank Of Canada
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
CVA Family Office, LLC 69,560 22.48
Cambridge Investment Research Advisors, Inc. 28,476 22.48
Boenning & Scattergood, Inc. 11,755 22.46
Sargent Bickham Lagudis LLC 0
Danda Trouve Investment Management, Inc. 0
Name Shares PPS
Danda Trouve Investment Management, Inc.
Sargent Bickham Lagudis LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name