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 93 3.00 2.90 2.90
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 87 17 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 2 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 7 0 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 6,504,801 1.30 2.90 720,385 0.14 2.90
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
BlackRock Inc. 6,504,801 2.90
Fmr Llc 4,584,806 2.90
Aj Wealth Strategies, Llc 3,340,857 2.90
State Street Corp 1,876,046 2.90
Geode Capital Management, Llc 1,292,462 2.90
Northern Trust Corp 916,164 2.90
Vanguard Group Inc 720,385 2.90
Nuveen Asset Management, LLC 421,457 2.90
Bank of New York Mellon Corp 325,035 2.90
Charles Schwab Investment Management Inc 316,147 2.90
Beacon Pointe Advisors, LLC 202,436 2.90
Morgan Stanley 199,523 2.90
Exchange Traded Concepts, Llc 179,140 2.90
Rhumbline Advisers 139,206 2.90
Jpmorgan Chase & Co 105,812 2.90
Susquehanna International Group, Llp 97,563 2.90
UBS Group AG 79,036 2.90
MetLife Investment Management, LLC 73,502 2.90
Grey Street Capital, LLC 69,974 2.90
Invesco Ltd. 69,680 2.90

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
BlackRock Inc. 6,504,801 2.90
Fmr Llc 4,584,806 2.90
Aj Wealth Strategies, Llc 3,340,857 2.90
State Street Corp 1,876,046 2.90
Geode Capital Management, Llc 1,292,462 2.90
Northern Trust Corp 916,164 2.90
Vanguard Group Inc 720,385 2.90
Nuveen Asset Management, LLC 421,457 2.90
Bank of New York Mellon Corp 325,035 2.90
Charles Schwab Investment Management Inc 316,147 2.90
Beacon Pointe Advisors, LLC 202,436 2.90
Morgan Stanley 199,523 2.90
Exchange Traded Concepts, Llc 179,140 2.90
Rhumbline Advisers 139,206 2.90
Jpmorgan Chase & Co 105,812 2.90
Susquehanna International Group, Llp 97,563 2.90
UBS Group AG 79,036 2.90
MetLife Investment Management, LLC 73,502 2.90
Grey Street Capital, LLC 69,974 2.90
Invesco Ltd. 69,680 2.90
Name Shares PPS
Jefferies Financial Group Inc.
Wolverine Trading, Llc
TradeLink Capital LLC
Hrt Financial Lp
Y-Intercept (Hong Kong) Ltd
Point72 Asset Management, L.P.
Qube Research & Technologies Ltd
Johnson Financial Group, LLC
Cubist Systematic Strategies, LLC
Walleye Capital LLC
Jump Financial, LLC
Discovery Capital Management, Llc / Ct
Renaissance Technologies Llc
Point72 Middle East FZE
Susquehanna International Group, Llp
SG3 Management, LLC
Millennium Management 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
Wolverine Trading, Llc 0
SG3 Management, LLC 0
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
Nuveen Asset Management, LLC 421,457 2.90
Wells Fargo & Company/mn 55,968 2.89
Goldman Sachs Group Inc 48,362 2.89
Vestcor Inc 18,750
Orion Portfolio Solutions, LLC 17,479 2.92
Principal Street Partners, LLC 13,488 2.89
Advisor Group Holdings, Inc. 1,113 2.70
Name Shares PPS
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