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 49 18.00 18.10 16.20
Previous Quarter 50 18.00 18.10 16.04

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 15 0 3 1 1
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 2 0 2 0 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 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
AHHX - Adaptive High Income ETF 733,124 17.95
Reuter James Wealth Management, Llc 373,266 18.10
Csenge Advisory Group 325,839 0.02
Jane Street Group, Llc 215,635 18.10
Stratos Wealth Advisors, LLC 183,853 18.10
Worth Asset Management, LLC 174,651 19.76
Cavalier Investments, LLC 163,464 18.10
Flow Traders U.s. Llc 119,273 18.10
Maltin Wealth Management, Inc. 84,814 18.10
Jefferies Group LLC 78,092 18.09
GWM Advisors LLC 76,149 18.10
Susquehanna International Group, Llp 72,272 18.10
Md Sass Investors Services Inc 67,315 18.09
Financial Advocates Investment Management 56,048 18.11
Goldman Sachs Group Inc 52,702 18.10
Nvwm, Llc 35,444 18.11
First Heartland Consultants, Inc. 29,268 19.75
Citadel Advisors Llc 21,100 18.10
HighTower Advisors, LLC 19,980 18.12
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,921 18.12

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
AHHX - Adaptive High Income ETF 733,124 17.95
Reuter James Wealth Management, Llc 373,266 18.10
Csenge Advisory Group 325,839 0.02
Jane Street Group, Llc 215,635 18.10
Stratos Wealth Advisors, LLC 183,853 18.10
Cavalier Investments, LLC 163,464 18.10
Flow Traders U.s. Llc 119,273 18.10
Maltin Wealth Management, Inc. 84,814 18.10
Jefferies Group LLC 78,092 18.09
GWM Advisors LLC 76,149 18.10
Susquehanna International Group, Llp 72,272 18.10
Md Sass Investors Services Inc 67,315 18.09
Worth Asset Management, LLC 66,447 19.17
Financial Advocates Investment Management 56,048 18.11
Goldman Sachs Group Inc 52,702 18.10
Nvwm, Llc 35,444 18.11
First Heartland Consultants, Inc. 29,268 18.07
Citadel Advisors Llc 21,100 18.10
HighTower Advisors, LLC 19,980 18.12
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,921 18.12

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp 72,272 18.10
Citadel Advisors Llc 21,100 18.10
Cambridge Investment Research Advisors, Inc. 11,229 18.08
Koshinski Asset Management, Inc. 2,291 17.90
Parallel Advisors, LLC
Sowell Financial Services LLC
Parallel Advisors, LLC
Bank Of Montreal /can/
Wells Fargo & Company/mn
Chilton Capital Management Llc
Belvedere Trading LLC
Ironsides Asset Advisors, LLC
Proequities, Inc.
Belvedere Trading LLC
Barclays Plc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Worth Asset Management, LLC 174,651 19.76 66,447 19.17
First Heartland Consultants, Inc. 29,268 19.75 29,268 18.07
Pinnacle Private Wealth, LLC 10,129 19.75 16,711 18.07
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Worth Asset Management, LLC 108,204 174,651 19.76 66,447 19.17 162.84
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Pinnacle Private Wealth, LLC 6,582 10,129 19.75 16,711 18.07 -39.39
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Parallel Advisors, LLC 0
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. 2,291 17.90
Cambridge Investment Research Advisors, Inc. 11,229 18.08
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
First Heartland Consultants, Inc. 29,268 19.75 29,268 18.07
Pinnacle Private Wealth, LLC 10,129 19.75 16,711 18.07
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
Pinnacle Private Wealth, LLC 6,582 10,129 19.75 16,711 18.07 -39.39
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