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	63	NaN	0.00	236.43
Previous Quarter	74	NaN	0.00	240.62

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	24	7	0	3	1
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	5	0	2	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
Morgan Stanley	366,452	14.22
UBS Group AG	238,538	14.22
180 Wealth Advisors, Llc	131,048	10.08
Bank Of America Corp /de/	108,174	14.22
Advisor Group Holdings, Inc.	106,369	1.76
LPL Financial LLC	95,944	14.22
Visionary Wealth Advisors	89,991	14.22
Envestnet Asset Management Inc	84,486	14.22
Hrt Financial Lp	78,314	14.21
IHT Wealth Management, LLC	74,770	14.22
Wealthfront Advisers Llc	64,143	9.87
Credit Suisse Ag/	51,550	14.22
Lane Generational LLC	35,226	14.22
Walkner Condon Financial Advisors LLC	28,686	14222.97
Jeppson Wealth Management, Llc	24,694	14.21
Citadel Advisors Llc	22,776	14.23
HighTower Advisors, LLC	22,539	14.29
Raymond James Financial Services Advisors, Inc.	20,781	14.24
Commonwealth Equity Services, Llc	20,190	9.86
Stifel Financial Corp	17,165	14.21

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
Morgan Stanley	366,452	14.22
UBS Group AG	238,538	14.22
180 Wealth Advisors, Llc	112,290	14.73
Bank Of America Corp /de/	108,174	14.22
Advisor Group Holdings, Inc.	106,369	1.76
LPL Financial LLC	95,944	14.22
Visionary Wealth Advisors	89,991	14.22
Envestnet Asset Management Inc	84,486	14.22
Hrt Financial Lp	78,314	14.21
IHT Wealth Management, LLC	74,770	14.22
Credit Suisse Ag/	51,550	14.22
Wealthfront Advisers Llc	50,777	14.22
Lane Generational LLC	35,226	14.22
Walkner Condon Financial Advisors LLC	28,686	14222.97
Jeppson Wealth Management, Llc	24,694	14.21
Citadel Advisors Llc	22,776	14.23
HighTower Advisors, LLC	22,539	14.29
Commonwealth Equity Services, Llc	21,065	14.19
Raymond James Financial Services Advisors, Inc.	20,781	14.24
Stifel Financial Corp	17,165	14.21

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Optimum Investment Advisors	2,000	14.00
Investmark Advisory Group LLC	505	11.88
Heritage Wealth Management, Llc	100	10.00
Laffer Investments
Deutsche Bank Ag\
Advisory Services Network, LLC
NEXT Financial Group, Inc
GPS Wealth Strategies Group, LLC
Heartwood Wealth Advisors LLC
Proficio Capital Partners LLC
Df Dent & Co Inc
Susquehanna International Group, Llp
Renaissance Technologies Llc
Proequities, Inc.
Capital Asset Advisory Services LLC
Flow Traders U.s. Llc
Signet Financial Management, Llc
Kestra Private Wealth Services, Llc
Wells Fargo & Company/mn
Jacobi Capital Management LLC
Marotta Asset Management
Eaton Vance Management
Synergy Financial Management, LLC
Strategic Wealth Advisors Group, LLC

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
180 Wealth Advisors, Llc	131,048	10.08	112,290	14.73
Wealthfront Advisers Llc	64,143	9.87	50,777	14.22
Commonwealth Equity Services, Llc	20,190	9.86	21,065	14.19
Edmonds Duncan Registered Investment Advisors, LLC	13,115	9.84	13,115	14.18
Baldwin Brothers Inc/ma	10,820	9.89	10,610	14.23
Spire Wealth Management	9,178	9.92	9,178	14.27
Sound Income Strategies, LLC	257	11.67	257	15.56

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
180 Wealth Advisors, Llc	18,758	131,048	10.08	112,290	14.73	16.70
Wealthfront Advisers Llc	13,366	64,143	9.87	50,777	14.22	26.32
Baldwin Brothers Inc/ma	210	10,820	9.89	10,610	14.23	1.98

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	875	20,190	9.86	21,065	14.19	-4.15

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 1 Institutes closed out their positions

Name	Shares	PPS
Kestra Private Wealth Services, Llc

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wealthfront Advisers Llc	64,143	9.87	50,777	14.22
Commonwealth Equity Services, Llc	20,190	9.86	21,065	14.19
Edmonds Duncan Registered Investment Advisors, LLC	13,115	9.84	13,115	14.18
Baldwin Brothers Inc/ma	10,820	9.89	10,610	14.23
Spire Wealth Management	9,178	9.92	9,178	14.27

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wealthfront Advisers Llc	13,366	64,143	9.87	50,777	14.22	26.32
Baldwin Brothers Inc/ma	210	10,820	9.89	10,610	14.23	1.98

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	875	20,190	9.86	21,065	14.19	-4.15

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