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	164	11.00	11.46	11.45
Previous Quarter	170	108.00	11.46	12.15

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	7	50	26	0	12	8
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	1	11	0	3	6
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
Morgan Stanley	1,712,002	11.46
Bank Of America Corp /de/	965,999	11.46
Wells Fargo & Company/mn	878,173	11.46
LPL Financial LLC	850,039	11.46
Mirae Asset Global Investments Co., Ltd.	473,480	11.46
Jane Street Group, Llc	418,311	11.46
Raymond James Financial Services Advisors, Inc.	298,929	11.46
Advisor Group Holdings, Inc.	287,773	16.98
UBS Group AG	240,784	11.46
Ameriprise Financial Inc	230,913	11.46
Private Advisor Group, LLC	171,159	9.29
Heartwood Wealth Advisors LLC	97,138	9.29
Royal Bank Of Canada	85,470	11.45
Envestnet Asset Management Inc	84,376	11.46
Commonwealth Equity Services, Llc	83,029	9.29
Ameritas Advisory Services, LLC	75,667	11.46
Prospera Financial Services Inc	71,957	11.47
Lenox Wealth Advisors, LLC	67,500	11.53
Old Mission Capital Llc	66,210	11.46
Doyle Wealth Management	64,960	11.45

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
Morgan Stanley	1,712,002	11.46
Bank Of America Corp /de/	965,999	11.46
Wells Fargo & Company/mn	878,173	11.46
LPL Financial LLC	850,039	11.46
Mirae Asset Global Investments Co., Ltd.	473,480	11.46
Jane Street Group, Llc	418,311	11.46
Raymond James Financial Services Advisors, Inc.	298,929	11.46
Advisor Group Holdings, Inc.	287,773	16.98
UBS Group AG	240,784	11.46
Ameriprise Financial Inc	230,913	11.46
Private Advisor Group, LLC	171,636	11.46
Stratos Wealth Partners, LTD.	116,741	11.46
Heartwood Wealth Advisors LLC	85,556	11.45
Royal Bank Of Canada	85,470	11.45
Envestnet Asset Management Inc	84,376	11.46
Commonwealth Equity Services, Llc	83,157	11.45
Ameritas Investment Corp	82,852	0.01
Ameritas Advisory Services, LLC	75,667	11.46
Truist Financial Corp	72,327	11.46
Prospera Financial Services Inc	71,957	11.47

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
Envestnet Asset Management Inc	84,376	11.46
HBW Advisory Services LLC	21,272	8.04
Sargent Bickham Lagudis LLC	6,000	9.33
DALT - Anfield Capital Diversified Alternatives ETF	5,824	10.65
ACG Wealth	1,256	9.55
First Command Bank	62	16.13
First Command Financial Services, Inc.	62	16.13

Recent Quarter 50 Institutes closed out their positions

Name	Shares	PPS
Envestnet Asset Management Inc	84,376	11.46
Ameritas Investment Corp	82,852	0.01
Truist Financial Corp	72,327	11.46
Sightline Wealth Advisors, LLC	50,058	9.19
Citadel Advisors Llc	12,102	11.49
Money Concepts Capital Corp	3,000	11.33
IFP Advisors, Inc	900	12.22
Valley National Advisers Inc	754	11.94
Future Financial Wealth Managment LLC	500	12.00
Herold Advisors, Inc.	500	11460.00
Koshinski Asset Management, Inc.	450	11.11
PSI Advisors, LLC	200	10.00
AdvisorNet Financial, Inc	34
Advisory Services Network, LLC
Northern Oak Wealth Management Inc
Allworth Financial LP
Jfs Wealth Advisors, Llc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Sigma Planning Corp
Confluence Wealth Services, Inc.
Two Sigma Securities, Llc
Carroll Financial Associates, Inc.
Vanguard Capital Wealth Advisors
Pnc Financial Services Group, Inc.
CoreCap Advisors, LLC
Sage Capital Advisors,llc
Widmann Financial Services, Inc.
Credit Suisse Ag/
Kingsview Wealth Management, LLC
Flow Traders U.s. Llc
Cornerstone Advisory, LLC
Wealthspire Advisors, LLC
Us Bancorp \de\
Amplius Wealth Advisors, LLC
Tru Independence Asset Management 2, Llc
Cavalier Investments, LLC
Brookstone Capital Management
Activest Wealth Management
Emerald Investment Partners, Llc
Aurora Private Wealth, Inc.
Hilltop Holdings Inc.
Fisher Asset Management, LLC
Richwood Investment Advisors, LLC
Wagner Wealth Management, Llc
Wintrust Investments Llc
TCI Wealth Advisors, Inc.
Fsb Premier Wealth Management, Inc.
TAP Consulting, LLC
Financial Architects, Inc
Syverson Strege & Co

Recent Quarter 26 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Private Advisor Group, LLC	171,159	9.29	171,636	11.46
Heartwood Wealth Advisors LLC	97,138	9.29	85,556	11.45
Commonwealth Equity Services, Llc	83,029	9.29	83,157	11.45
Harvest Investment Services, LLC	64,816	9.29	64,346	11.45
Cambridge Investment Research Advisors, Inc.	52,484	9.30	26,353	11.46
Wealthfront Advisers Llc	38,096	9.29	18,013	11.44
Wedbush Securities Inc	35,577	9.30	36,540	11.47
Stratos Wealth Partners, LTD.	32,776	9.28	116,741	11.46
Ford Financial Group, LLC	22,342	9.27	21,700	11.43
Hohimer Wealth Management, Llc	18,865	9.28	20,265	11.45
Institute for Wealth Management, LLC.	14,016	9.28	15,299	11.44
Raymond James Trust N.a.	12,800	9.30	12,800	11.48
Western Wealth Management, LLC	12,696	9.22	12,696	11.50
TFG Advisers LLC	12,063	9.28	13,820	11.43
PFG Advisors	11,112	9.27	10,133	11.45
Boenning & Scattergood, Inc.	10,850	9.31	10,000	11.50
C2C Wealth Management, LLC	10,465	9.17	10,465	11.18
Capital Investment Advisory Services, LLC	7,848	9.30	2,150	11.63
Global Retirement Partners, LLC	2,805	9.27	861	10.45
Spire Wealth Management	2,800	9.29	3,200	11.56

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 12 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	26,131	52,484	9.30	26,353	11.46	99.16
Wealthfront Advisers Llc	20,083	38,096	9.29	18,013	11.44	111.49
Heartwood Wealth Advisors LLC	11,582	97,138	9.29	85,556	11.45	13.54
Capital Investment Advisory Services, LLC	5,698	7,848	9.30	2,150	11.63	265.02
Global Retirement Partners, LLC	1,944	2,805	9.27	861	10.45	225.78
Millburn Ridgefield Corp	1,605	2,167	9.23	562	10.68	285.59
GPS Wealth Strategies Group, LLC	1,294	2,734	9.14	1,440	11.81	89.86
PFG Advisors	979	11,112	9.27	10,133	11.45	9.66
Boenning & Scattergood, Inc.	850	10,850	9.31	10,000	11.50	8.50
Ford Financial Group, LLC	642	22,342	9.27	21,700	11.43	2.96
Harvest Investment Services, LLC	470	64,816	9.29	64,346	11.45	0.73
Gradient Investments LLC	9	328	9.15	319	12.54	2.82

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Stratos Wealth Partners, LTD.	83,965	32,776	9.28	116,741	11.46	-71.92
TFG Advisers LLC	1,757	12,063	9.28	13,820	11.43	-12.71
Hohimer Wealth Management, Llc	1,400	18,865	9.28	20,265	11.45	-6.91
Institute for Wealth Management, LLC.	1,283	14,016	9.28	15,299	11.44	-8.39
Wedbush Securities Inc	963	35,577	9.30	36,540	11.47	-2.64
Private Advisor Group, LLC	477	171,159	9.29	171,636	11.46	-0.28
Spire Wealth Management	400	2,800	9.29	3,200	11.56	-12.50
Commonwealth Equity Services, Llc	128	83,029	9.29	83,157	11.45	-0.15

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
First Command Bank	62	16.13
First Command Financial Services, Inc.	62	16.13

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Truist Financial Corp	72,327	11.46

Past Week 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Heartwood Wealth Advisors LLC	97,138	9.29	85,556	11.45
Wealthfront Advisers Llc	38,096	9.29	18,013	11.44
Wedbush Securities Inc	35,577	9.30	36,540	11.47
Stratos Wealth Partners, LTD.	32,776	9.28	116,741	11.46
Hohimer Wealth Management, Llc	18,865	9.28	20,265	11.45
Institute for Wealth Management, LLC.	14,016	9.28	15,299	11.44
TFG Advisers LLC	12,063	9.28	13,820	11.43
C2C Wealth Management, LLC	10,465	9.17	10,465	11.18
Capital Investment Advisory Services, LLC	7,848	9.30	2,150	11.63
Spire Wealth Management	2,800	9.29	3,200	11.56
Geneos Wealth Management Inc.	1,180	8.47	1,180	11.02

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wealthfront Advisers Llc	20,083	38,096	9.29	18,013	11.44	111.49
Heartwood Wealth Advisors LLC	11,582	97,138	9.29	85,556	11.45	13.54
Capital Investment Advisory Services, LLC	5,698	7,848	9.30	2,150	11.63	265.02

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Stratos Wealth Partners, LTD.	83,965	32,776	9.28	116,741	11.46	-71.92
TFG Advisers LLC	1,757	12,063	9.28	13,820	11.43	-12.71
Hohimer Wealth Management, Llc	1,400	18,865	9.28	20,265	11.45	-6.91
Institute for Wealth Management, LLC.	1,283	14,016	9.28	15,299	11.44	-8.39
Wedbush Securities Inc	963	35,577	9.30	36,540	11.47	-2.64
Spire Wealth Management	400	2,800	9.29	3,200	11.56	-12.50

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