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 21 30.00 29.24 29.25
Previous Quarter 23 29.00 29.27 29.18

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 8 0 3 0 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 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 902 0.00 28.82 0 0.00 0.00
Previous Quarter 902 0.00 28.82 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
Renaissance Technologies Llc 237,245 29.30
Susquehanna International Group, Llp 21,395 29.31
Dimensional Fund Advisors Lp 14,058 29.31
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 5,555 27.90
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 2,821 28.00
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 1,237 27.49
Acadian Asset Management Llc 1,124 28.47
DFAX - Dimensional World ex U.S. Core Equity 2 ETF 1,049 27.65
BlackRock Inc. 902 28.82
Jpmorgan Chase & Co 670 29.85
Morgan Stanley 357 30.81
UBS Group AG 342 29.24
Bnp Paribas Arbitrage, Sa 25 40.00
Veriti Management LLC 0
Proequities, Inc. 0
Royal Bank Of Canada 0
Rockbridge Investment Management, LCC 0
Koshinski Asset Management, Inc. 0
Advisor Group Holdings, Inc. 0
Proequities, Inc. 0

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
Renaissance Technologies Llc 237,245 29.30
Susquehanna International Group, Llp 21,395 29.31
Dimensional Fund Advisors Lp 14,058 29.31
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 5,555 25.92
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 2,821 25.88
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 1,237 27.49
Acadian Asset Management Llc 1,124 28.47
DFAX - Dimensional World ex U.S. Core Equity 2 ETF 1,049 25.74
BlackRock Inc. 902 28.82
Jpmorgan Chase & Co 670 29.85
Morgan Stanley 357 30.81
UBS Group AG 342 29.24
Koshinski Asset Management, Inc. 160 31.25
Bnp Paribas Arbitrage, Sa 25 40.00
Veriti Management LLC 0
Comerica Bank 0
Proequities, Inc. 0
Proequities, Inc. 0
Royal Bank Of Canada 0
Rockbridge Investment Management, LCC 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Koshinski Asset Management, Inc. 160 31.25
Geneos Wealth Management Inc.
Rockbridge Investment Management, LCC
Advisor Group Holdings, Inc.
Veriti Management LLC
Royal Bank Of Canada
Comerica Bank
Proequities, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class 5,555 27.90 5,555 25.92
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 2,821 28.00 2,821 25.88
DFAX - Dimensional World ex U.S. Core Equity 2 ETF 1,049 27.65 1,049 25.74
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Koshinski Asset Management, Inc. 160 31.25
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