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	183	15.00	1.73	32.80
Previous Quarter	209	15.00	1.73	30.33

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	4	61	20	0	5	8
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	2	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	4	0	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	2,705,388	3.15	1.05	5,427,566	6.32	1.73
Previous Quarter	1,648,533	1.92	1.73	5,427,566	6.32	1.73

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
B. Riley Financial, Inc.	12,595,181
B. Riley Financial, Inc.	11,671,579	1.73
180 DEGREE CAPITAL CORP. /NY/	6,206,236
Allspring Global Investments Holdings, LLC	5,344,444	1.15
180 Degree Capital Corp. /ny/	4,695,676	1.73
ESPAX - Wells Fargo Special Small Cap Value Fund Class A	4,327,500	1.73
Cannell Capital Llc	2,857,344	1.73
Vanguard Group Inc	2,736,119	1.73
Punch & Associates Investment Management, Inc.	2,729,700	1.73
BlackRock Inc.	1,648,533	1.73
AWM Investment Company, Inc.	1,423,794	1.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,383,994	1.73
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,182,868	1.73
Acadian Asset Management Llc	1,163,656	1.73
Invenire Partners, LP	1,075,917	1730.00
BlackRock Inc.	1,056,855
Essex Investment Management Co Llc	965,814	1.73
Prelude Capital Management, Llc	938,229	1.73
Geode Capital Management, Llc	824,808	1.73
Dimensional Fund Advisors Lp	800,803	1.73

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
B. Riley Financial, Inc.	11,671,579	1.73
Allspring Global Investments Holdings, LLC	10,682,644	1.73
180 Degree Capital Corp. /ny/	4,695,676	1.73
ESPAX - Wells Fargo Special Small Cap Value Fund Class A	4,327,500	1.73
Cannell Capital Llc	2,857,344	1.73
Vanguard Group Inc	2,736,119	1.73
Punch & Associates Investment Management, Inc.	2,729,700	1.73
BlackRock Inc.	1,648,533	1.73
AWM Investment Company, Inc.	1,423,794	1.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,383,994	1.73
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,182,868	1.73
Acadian Asset Management Llc	1,163,656	1.73
Invenire Partners, LP	1,075,917	1730.00
Essex Investment Management Co Llc	965,814	1.73
Prelude Capital Management, Llc	938,229	1.73
Geode Capital Management, Llc	824,808	1.73
Dimensional Fund Advisors Lp	800,803	1.73
Bridgeway Capital Management Inc	797,600	1.73
Jacobs Levy Equity Management, Inc	769,584	1.73
Group One Trading, L.p.	616,600	1.73

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
180 DEGREE CAPITAL CORP. /NY/	6,206,236
Norges Bank	169,970	3.57
Siris Capital Group, LLC	131,664
JPMORGAN CHASE & CO	0

Recent Quarter 61 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc	82,090	1.73
Black Maple Capital Management LP	37,409	2.41
AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares	5
Point72 Hong Kong Ltd
PEAK6 Investments LLC
Rock Creek Group, LP
Tibra Equities Europe Ltd
PEAK6 Investments LLC
FNY Investment Advisers, LLC
Banque Cantonale Vaudoise
Squarepoint Ops LLC
Advisory Services Network, LLC
First Quadrant L P/ca
Jane Street Group, Llc
Wolverine Trading, Llc
Hussman Strategic Advisors, Inc.
Altium Capital Management LP
Manatuck Hill Partners, LLC
Arrowstreet Capital, Limited Partnership
Citigroup Inc
Portolan Capital Management, LLC
New York State Common Retirement Fund
Alpha Paradigm Partners, LLC
Wolverine Trading, Llc
Ardsley Advisory Partners Lp
Hood River Capital Management LLC
Spire Wealth Management
Granite Point Capital Management, L.P.
Clear Harbor Asset Management, LLC
Virtu Financial LLC
Eidelman Virant Capital
LMR Partners LLP
Northern Right Capital Management, L.P.
Voss Capital, LLC
ISCV - iShares Morningstar Small-Cap Value ETF
Mirabella Financial Services Llp
G2 Investment Partners Management LLC
Hrt Financial Lp
Cooper Creek Partners Management Llc
Two Sigma Investments, Lp
Kepos Capital LP
Victory Capital Management Inc
Harbor Investment Advisory, Llc
Cutler Group LP
Truvestments Capital Llc
Invesco Ltd.
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund
Geneos Wealth Management Inc.
Weiss Strategic Interval Fund
Lmcg Investments, Llc
272 Capital LP
Glaxis Capital Management, LLC
ISCB - iShares Morningstar Small-Cap ETF
Fmr Llc
Boothbay Fund Management, Llc
Raymond James & Associates
Millrace Asset Group, Inc.
Brighton Jones Llc
Ergoteles LLC
Santa Monica Partners Lp
Qube Research & Technologies Ltd

Recent Quarter 20 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
B. Riley Financial, Inc.	12,595,181		11,671,579	1.73
Allspring Global Investments Holdings, LLC	5,344,444	1.15	10,682,644	1.73
Bouvel Investment Partners, LLC	583,989	1.15	576,124	1.73
Equitec Proprietary Markets, Llc	496,700	1.15	499,500	1.73
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	158,649	1.28	108,689	2.04
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	102,900	1.28	92,125	2.04
Special Opportunities Fund, Inc.	75,000	1.15	75,000	1.73
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	41,800	1.29	31,000	2.03
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	41,293	1.28	96,669	2.04
SWTSX - Schwab Total Stock Market Index Fund	37,860	1.27	37,860	2.03
Transcend Wealth Collective, Llc	30,524	1.15	30,524	1.74
Wedbush Securities Inc	27,500	1.16	27,500	1.75
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	22,059	1.27	67,228	2.04
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	13,697	1.31	22,442	2.05
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	10,900	1.28	10,900	2.02
Investors Research Corp	10,900	1.19	10,900	1.74
REBYX - U.S. Small Cap Equity Fund Class Y	9,577	1.25	14,477	2.07
DFAC - Dimensional U.S. Core Equity 2 ETF	9,326	1.29	21,920	2.05
DFAT - Dimensional U.S. Targeted Value ETF	7,342	1.23	43,249	2.03
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	4,161	1.20	4,161	1.92

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
B. Riley Financial, Inc.	923,602	12,595,181		11,671,579	1.73	7.91
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	49,960	158,649	1.28	108,689	2.04	45.97
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	10,800	41,800	1.29	31,000	2.03	34.84
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	10,775	102,900	1.28	92,125	2.04	11.70
Bouvel Investment Partners, LLC	7,865	583,989	1.15	576,124	1.73	1.37

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	5,338,200	5,344,444	1.15	10,682,644	1.73	-49.97
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	55,376	41,293	1.28	96,669	2.04	-57.28
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	45,169	22,059	1.27	67,228	2.04	-67.19
DFAT - Dimensional U.S. Targeted Value ETF	35,907	7,342	1.23	43,249	2.03	-83.02
DFAC - Dimensional U.S. Core Equity 2 ETF	12,594	9,326	1.29	21,920	2.05	-57.45
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	8,745	13,697	1.31	22,442	2.05	-38.97
REBYX - U.S. Small Cap Equity Fund Class Y	4,900	9,577	1.25	14,477	2.07	-33.85
Equitec Proprietary Markets, Llc	2,800	496,700	1.15	499,500	1.73	-0.56

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
PEAK6 Investments LLC	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0
Proequities, Inc.	0

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 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allspring Global Investments Holdings, LLC	5,344,444	1.15	10,682,644	1.73
Special Opportunities Fund, Inc.	75,000	1.15	75,000	1.73
Wedbush Securities Inc	27,500	1.16	27,500	1.75
Investors Research Corp	10,900	1.19	10,900	1.74

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	5,338,200	5,344,444	1.15	10,682,644	1.73	-49.97

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