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	110	91.00	92.27	93.33
Previous Quarter	116	91.00	92.28	75.98

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	29	6	0	3	2
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	5	0	3	1
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	398	0.00	0.00	0	0.00	0.00
Previous Quarter	398	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	188,726	92.29
Rock Creek Group, LP	179,839	115.28
Money Design Co.,Ltd.	125,676	75.94
LPL Financial LLC	84,256	92.29
Bank Of America Corp /de/	57,942	92.28
UBS Group AG	42,348	92.28
Cetera Investment Advisers	36,330	92.29
Betterment LLC	33,437	92.29
Wealth Enhancement Advisory Services, Llc	29,864	93.76
Albion Financial Group /ut	22,003	92.31
Jpmorgan Chase & Co	21,598	92.28
Laurel Wealth Planning LLC	15,207	92.26
Citadel Advisors Llc	14,973	92.30
Susquehanna International Group, Llp	14,891	92.27
Allianz Asset Management GmbH	13,636	92.26
Advisor Group Holdings, Inc.	13,488	103.94
Strategic Wealth Advisors Group, LLC	12,771	0.08
Envestnet Asset Management Inc	11,932	92.27
Mercer Global Advisors Inc /adv	11,795	92.33
Equitable Trust Co	10,276	92.25

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
Moors & Cabot, Inc.	280,000	1.06
Morgan Stanley	188,726	92.29
Rock Creek Group, LP	179,839	115.28
Money Design Co.,Ltd.	104,356	92.29
LPL Financial LLC	84,256	92.29
Bank Of America Corp /de/	57,942	92.28
UBS Group AG	42,348	92.28
Cetera Investment Advisers	36,330	92.29
Betterment LLC	33,437	92.29
Wealth Enhancement Advisory Services, Llc	29,864	93.76
Albion Financial Group /ut	22,003	92.31
Jpmorgan Chase & Co	21,598	92.28
Laurel Wealth Planning LLC	15,207	92.26
Citadel Advisors Llc	14,973	92.30
Susquehanna International Group, Llp	14,891	92.27
Allianz Asset Management GmbH	13,636	92.26
Advisor Group Holdings, Inc.	13,488	103.94
Strategic Wealth Advisors Group, LLC	12,771	0.08
Envestnet Asset Management Inc	11,932	92.27
Mercer Global Advisors Inc /adv	11,795	92.33

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 29 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	280,000	1.06
Cardan Capital Partners, LLC	3,333	101.11
Future Financial Wealth Managment LLC	1
Cetera Advisors LLC
Barclays Plc
Strategic Blueprint, LLC
Forefront Analytics, LLC
Goldman Sachs Group Inc
Private Capital Group, LLC
TD Capital Management LLC
DB Wealth Management Group, LLC
Patriot Financial Group Insurance Agency, LLC
Livingston Group Asset Management CO (operating as Southport Capital Management)
Proequities, Inc.
Huntington National Bank
Qube Research & Technologies Ltd
Cetera Advisor Networks LLC
BRYN MAWR TRUST Co
Elmwood Wealth Management, Inc.
Amplius Wealth Advisors, LLC
Hanson & Doremus Investment Management
Centaurus Financial, Inc.
Mine & Arao Wealth Creation & Management, LLC.
VWITX - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares
Flow Traders U.s. Llc
Montag A & Associates Inc
Spire Wealth Management
Better Money Decisions, LLC
Secure Asset Management, LLC

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	125,676	75.94	104,356	92.29
Cambridge Investment Research Advisors, Inc.	6,561	75.90	6,416	92.27
Pittenger & Anderson Inc	1,844	75.92	1,799	92.27
Adirondack Trust Co	228	74.56	235	93.62
Global Retirement Partners, LLC	65	76.92	70	85.71
Mascoma Wealth Management LLC	29	68.97	29	103.45

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Money Design Co.,Ltd.	21,320	125,676	75.94	104,356	92.29	20.43
Cambridge Investment Research Advisors, Inc.	145	6,561	75.90	6,416	92.27	2.26
Pittenger & Anderson Inc	45	1,844	75.92	1,799	92.27	2.50

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Adirondack Trust Co	7	228	74.56	235	93.62	-2.98
Global Retirement Partners, LLC	5	65	76.92	70	85.71	-7.14

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 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	125,676	75.94	104,356	92.29
Cambridge Investment Research Advisors, Inc.	6,561	75.90	6,416	92.27
Pittenger & Anderson Inc	1,844	75.92	1,799	92.27
Global Retirement Partners, LLC	65	76.92	70	85.71
Mascoma Wealth Management LLC	29	68.97	29	103.45

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
Money Design Co.,Ltd.	21,320	125,676	75.94	104,356	92.29	20.43
Cambridge Investment Research Advisors, Inc.	145	6,561	75.90	6,416	92.27	2.26
Pittenger & Anderson Inc	45	1,844	75.92	1,799	92.27	2.50

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Global Retirement Partners, LLC	5	65	76.92	70	85.71	-7.14

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