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 20 10.00 10.43 10.43
Previous Quarter 20 11.00 10.95 10.95

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 7 9 2 7 5
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 0 1 1 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 23,113 0.00 0.00
Previous Quarter 0 0.00 0.00 22,793 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

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
Jane Street Group, Llc 11,435 10.41
Name Shares PPS
Flow Traders U.s. Llc 15,347 10.95
Pnc Financial Services Group, Inc. 1,600 11.25
Fmr Llc 20
Wells Fargo & Company/mn 1
Proequities, Inc.
Boston Private Wealth Llc
IFP Advisors, Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Mirae Asset Global Investments Co., Ltd. 694,600 10.44 166,900 10.95
Advisor Group Holdings, Inc. 241,095 10.44 208,568 10.95
Brandywine Oak Private Wealth Llc 87,306 10.34 103,259 10.94
LPL Financial LLC 63,230 10.44 61,542 10.95
Susquehanna International Group, Llp 50,732 10.45 77,095 10.95
Bank Of America Corp /de/ 40,832 10.43 9,579 10.96
Old Mission Capital Llc 28,559 10.43 80,100 10.95
Founders Financial Alliance, LLC 6,451 10.39 6,511 10.90
UBS Group AG 1,003 9.97 3,134 10.85
Name Current Shares Current PPS Previous Shares Previous PPS
Citadel Advisors Llc 75,679 10.44 0
Global Retirement Partners, LLC 1,882 8.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Mirae Asset Global Investments Co., Ltd. 527,700 694,600 10.44 166,900 10.95 316.18
Citadel Advisors Llc 75,679 75,679 10.44 0 0.00
Advisor Group Holdings, Inc. 32,527 241,095 10.44 208,568 10.95 15.60
Bank Of America Corp /de/ 31,253 40,832 10.43 9,579 10.96 326.27
Global Retirement Partners, LLC 1,882 1,882 8.50 0 0.00
LPL Financial LLC 1,688 63,230 10.44 61,542 10.95 2.74
Vanguard Capital Wealth Advisors 320 23,113 22,793 1.40
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Old Mission Capital Llc 51,541 28,559 10.43 80,100 10.95 -64.35
Susquehanna International Group, Llp 26,363 50,732 10.45 77,095 10.95 -34.20
Brandywine Oak Private Wealth Llc 15,953 87,306 10.34 103,259 10.94 -15.45
UBS Group AG 2,131 1,003 9.97 3,134 10.85 -68.00
Founders Financial Alliance, LLC 60 6,451 10.39 6,511 10.90 -0.92
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 1,882 8.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 1,882 1,882 8.50 0 0.00
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