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	90	23.00	22.85	22.96
Previous Quarter	88	23.00	22.85	22.87

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	8	13	1	16	4	4
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	209,250	3.52	11.52	400,604	6.73	23.04
Previous Quarter	103,803	1.74	23.23	400,604	6.73	23.04

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
Towerview Llc	1,161,144	23.23
CHRISTIAN EDWARD K	965,149
Price T Rowe Associates Inc /md/	657,258	22.85
FMR LLC	583,987
Fmr Llc	573,471	22.85
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc.	465,900	22.85
FLPSX - Fidelity Low-Priced Stock Fund	455,033	22.73
DIMENSIONAL FUND ADVISORS LP	365,932
Dimensional Fund Advisors Lp	363,127	22.85
GATE CITY CAPITAL MANAGEMENT, LLC	309,895
Minerva Advisors LLC	206,671	22.78
Vanguard Group Inc	201,184	23.23
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	157,074	22.73
Renaissance Technologies Llc	142,978	23.23
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	127,309	22.85
KENNEDY CAPITAL MANAGEMENT, INC.	116,450
Kennedy Capital Management, Inc.	110,687	23.23
BlackRock Inc.	105,447
BlackRock Inc.	103,803	23.23
Royce & Associates Lp	92,029	22.85

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
Towerview Llc	1,161,144	23.23
Price T Rowe Associates Inc /md/	657,258	22.85
Fmr Llc	573,471	22.85
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc.	465,900	22.85
FLPSX - Fidelity Low-Priced Stock Fund	457,106	22.18
Dimensional Fund Advisors Lp	363,127	22.85
Minerva Advisors LLC	206,671	22.78
Vanguard Group Inc	201,184	23.23
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	157,074	22.18
Renaissance Technologies Llc	142,978	23.23
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	127,309	22.85
Kennedy Capital Management, Inc.	110,687	23.23
BlackRock Inc.	103,803	23.23
Royce & Associates Lp	92,029	22.85
VEXMX - Vanguard Extended Market Index Fund Investor Shares	62,836	22.85
RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class	62,692	22.86
Bridgeway Capital Management Inc	59,677	22.86
FLKSX - Fidelity Low-Priced Stock K6 Fund	49,755	22.19
Nuveen Nasdaq 100 Dynamic Overwrite Fund	45,680	22.85
Nuveen Asset Management, LLC	45,680	22.79

Recent Quarter Analysis

Recent Quarter 8 New Institutes added position

Name	Shares	PPS
CHRISTIAN EDWARD K	965,149
FMR LLC	583,987
DIMENSIONAL FUND ADVISORS LP	365,932
GATE CITY CAPITAL MANAGEMENT, LLC	309,895
KENNEDY CAPITAL MANAGEMENT, INC.	116,450
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares	4,837	22.95
SWTSX - Schwab Total Stock Market Index Fund	3,088	22.67
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	69	28.99

Recent Quarter 13 Institutes closed out their positions

Name	Shares	PPS
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares	4,837	22.95
Pnc Financial Services Group, Inc.
New York State Common Retirement Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Barclays Plc
Tibra Equities Europe Ltd
Advisor Group Holdings, Inc.
Panagora Asset Management Inc
Ergoteles LLC
Proequities, Inc.
O'shaughnessy Asset Management, Llc
Goldman Sachs Group Inc
Hrt Financial Lp

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	105,447		103,803	23.23

Recent Quarter 16 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FLPSX - Fidelity Low-Priced Stock Fund	455,033	22.73	457,106	22.18
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	157,074	22.73	157,074	22.18
FLKSX - Fidelity Low-Priced Stock K6 Fund	51,272	22.72	49,755	22.19
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	41,436	22.73	42,277	22.19
DFAT - Dimensional U.S. Targeted Value ETF	29,719	22.75	31,216	22.17
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	24,006	22.74	24,006	22.16
Marquette Asset Management, LLC	21,729	24.85	15,365	22.84
DFSTX - U.s. Small Cap Portfolio - Institutional Class	18,068	22.75	17,530	22.19
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	8,693	22.78	8,693	22.20
DFAS - Dimensional U.S. Small Cap ETF	7,360	22.69	7,360	22.15
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	5,094	22.77	5,094	22.18
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	1,966	22.89	1,966	22.38
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	1,544	22.67	1,544	22.02
DFAC - Dimensional U.S. Core Equity 2 ETF	1,505	22.59	1,505	21.93
DFUS - Dimensional U.S. Equity ETF	558	23.30	558	21.51
IEME - iShares Evolved U.S. Media and Entertainment ETF	243	24.69	270	22.22

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Marquette Asset Management, LLC	6,364	21,729	24.85	15,365	22.84	41.42
BlackRock Inc.	1,644	105,447		103,803	23.23	1.58
FLKSX - Fidelity Low-Priced Stock K6 Fund	1,517	51,272	22.72	49,755	22.19	3.05
DFSTX - U.s. Small Cap Portfolio - Institutional Class	538	18,068	22.75	17,530	22.19	3.07

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
FLPSX - Fidelity Low-Priced Stock Fund	2,073	455,033	22.73	457,106	22.18	-0.45
DFAT - Dimensional U.S. Targeted Value ETF	1,497	29,719	22.75	31,216	22.17	-4.80
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	841	41,436	22.73	42,277	22.19	-1.99
IEME - iShares Evolved U.S. Media and Entertainment ETF	27	243	24.69	270	22.22	-10.00

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 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Marquette Asset Management, LLC	21,729	24.85	15,365	22.84

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Marquette Asset Management, LLC	6,364	21,729	24.85	15,365	22.84	41.42

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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