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	34	42.00	43.39	41.84
Previous Quarter	40	45.00	43.40	43.35

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	0	10	2	1	2	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	0	1	2	1	2	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
Advisor Group Holdings, Inc.	92,216	43.41
IHT Wealth Management, LLC	41,342	43.39
Morgan Stanley	34,878	43.38
Jane Street Group, Llc	21,731	43.39
Bridge Advisory, LLC	17,382	26.18
Raymond James Financial Services Advisors, Inc.	16,606	43.42
Cambridge Investment Research Advisors, Inc.	15,107	28.13
LPL Financial LLC	12,474	43.37
PVFIX - Pinnacle Value Fund	11,022	43.37
Beacon Pointe Advisors, LLC	9,671	43.43
Wealthsource Partners, Llc	9,315	43.37
National Bank Of Canada /fi/	8,079	43.20
Bank Of America Corp /de/	7,772	43.36
Royal Bank Of Canada	7,091	43.44
Cetera Advisor Networks LLC	6,252	43.35
Flow Traders U.s. Llc	6,076	40.82
Essex Financial Services, Inc.	5,815	43.34
Captrust Financial Advisors	5,600	43.39
UBS Group AG	5,546	43.45
CWA Asset Management Group, LLC	5,500	43.45

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
Advisor Group Holdings, Inc.	92,216	43.41
IHT Wealth Management, LLC	41,342	43.39
Morgan Stanley	34,878	43.38
Jane Street Group, Llc	21,731	43.39
Raymond James Financial Services Advisors, Inc.	16,606	43.42
Cambridge Investment Research Advisors, Inc.	14,299	43.43
One + One Wealth Management, Llc	13,294	43.40
LPL Financial LLC	12,474	43.37
PVFIX - Pinnacle Value Fund	11,022	43.37
Beacon Pointe Advisors, LLC	9,671	43.43
Wealthsource Partners, Llc	9,315	43.37
National Bank Of Canada /fi/	8,079	43.20
Bank Of America Corp /de/	7,772	43.36
Royal Bank Of Canada	7,091	43.44
Cetera Advisor Networks LLC	6,252	43.35
Flow Traders U.s. Llc	6,076	40.82
Essex Financial Services, Inc.	5,815	43.34
Captrust Financial Advisors	5,600	43.39
UBS Group AG	5,546	43.45
CWA Asset Management Group, LLC	5,500	43.45

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 10 Institutes closed out their positions

Name	Shares	PPS
One + One Wealth Management, Llc	13,294	43.40
RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
Synergy Financial Management, LLC
Lincoln National Corp
Cypress Point Wealth Management, LLC
Susquehanna International Group, Llp
Corrado Advisors, Llc
Cribstone Capital Management, LLC
O'Brien Greene & Co. Inc
Proequities, Inc.

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	15,107	28.13	14,299	43.43
West Oak Capital, LLC	12		12	83.33

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bridge Advisory, LLC	17,382	26.18	0

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridge Advisory, LLC	17,382	17,382	26.18	0		0.00
Cambridge Investment Research Advisors, Inc.	808	15,107	28.13	14,299	43.43	5.65

Recent Quarter 0 Institutes Decreased Positions

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

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 1 Institutes closed out their positions

Name	Shares	PPS
One + One Wealth Management, Llc	13,294	43.40

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	15,107	28.13	14,299	43.43
West Oak Capital, LLC	12		12	83.33

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bridge Advisory, LLC	17,382	26.18	0

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridge Advisory, LLC	17,382	17,382	26.18	0		0.00
Cambridge Investment Research Advisors, Inc.	808	15,107	28.13	14,299	43.43	5.65

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