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 | 1 | 4.00 | 0.00 | 4.29 |
| Previous Quarter | 57 | 0.00 | 0.00 | 0.00 |
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 | 50 | 0 | 1 | 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 | 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Birchview Capital, LP | 245,127 | 0.00 |
| Geode Capital Management, Llc | 0 | |
| Group One Trading, L.p. | 0 | |
| Advisor Group Holdings, Inc. | 0 | |
| Hrt Financial Lp | 0 | |
| Bollard Group LLC | 0 | |
| Aspiriant, Llc | 0 | |
| Two Sigma Securities, Llc | 0 | |
| Nantahala Capital Management, LLC | 0 | |
| Wells Fargo & Company/mn | 0 | |
| Wolverine Trading, Llc | 0 | |
| Oppenheimer & Co Inc | 0 | |
| Onyx Bridge Wealth Group LLC | 0 | |
| Virtu Financial LLC | 0 | |
| AIGH Capital Management LLC | 0 | |
| Susquehanna International Group, Llp | 0 | |
| Simplex Trading, Llc | 0 | |
| UBS Group AG | 0 | |
| Citadel Advisors Llc | 0 | |
| Bank of New York Mellon Corp | 0 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Jpmorgan Chase & Co | ||
| ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Advisor Group Holdings, Inc. | ||
| Citigroup Inc | ||
| Clayton Partners LLC | ||
| Levy Wealth Management Group, LLC | ||
| Avantax Planning Partners, Inc. | ||
| Abingworth LLP | ||
| Two Sigma Securities, Llc | ||
| Wolverine Trading, Llc | ||
| Warberg Asset Management LLC | ||
| Aspiriant, Llc | ||
| Citadel Advisors Llc | ||
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Two Sigma Advisers, Lp | ||
| Renaissance Technologies Llc | ||
| Two Sigma Investments, Lp | ||
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Granite Point Capital Management, L.P. | ||
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| UBS Group AG | ||
| HIRSCHMAN ORIN | ||
| Virtu Financial LLC | ||
| Onyx Bridge Wealth Group LLC | ||
| Millennium Management Llc | ||
| Geode Capital Management, Llc | ||
| BlackRock Inc. | ||
| Vivo Opportunity Fund Holdings, L.P. | ||
| Group One Trading, L.p. | ||
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Hrt Financial Lp | ||
| Oppenheimer & Co Inc | ||
| Commonwealth Equity Services, Llc | ||
| Carlyle Group Inc. | ||
| Bollard Group LLC | ||
| Bnp Paribas Arbitrage, Sa | ||
| Tower Research Capital LLC (TRC) | ||
| Cutler Group LP | ||
| State Street Corp | ||
| Oracle Investment Management Inc | ||
| Wells Fargo & Company/mn | ||
| Royal Bank Of Canada | ||
| Nantahala Capital Management, LLC | ||
| Bank of New York Mellon Corp | ||
| Vanguard Group Inc | ||
| Simplex Trading, Llc | ||
| AIGH Capital Management LLC | ||
| Susquehanna International Group, Llp | ||
| Worth Venture Partners, LLC | ||
| Northern Trust Corp |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Birchview Capital, LP | 245,127 | 4.29 | 245,127 | 0.00 |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Shares | PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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