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 67 14.00 14.55 14.16
Previous Quarter 67 14.00 14.55 14.13

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 2 15 0 5 1 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 1 2 0 4 1 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
Leuthold Group, Llc 1,861,843 14.55
New Harbor Financial Group, LLC 1,847,982 14.55
LEUTHOLD GROUP, LLC 1,530,156
Citadel Advisors Llc 398,942 14.55
Altfest L J & Co Inc 355,607 7.80
IMC-Chicago, LLC 262,951 14.55
Belpointe Asset Management LLC 236,880 14.55
Susquehanna International Group, Llp 223,646 14.55
Stratos Wealth Partners, LTD. 161,655 14.55
Truist Financial Corp 154,325 14.55
LPL Financial LLC 149,219 14.55
Galvin, Gaustad & Stein, LLC 140,650 14.55
Jane Street Group, Llc 119,953 14.55
Integrated Wealth Concepts LLC 113,998 14.55
Bennicas & Associates, Inc. 95,700 17.04
Nvwm, Llc 69,582 14.54
LEUTHOLD FUNDS INC - Leuthold Core ETF 62,659 14.55
Allred Capital Management, LLC 57,070 14.54
Envestnet Asset Management Inc 51,747 14.55
Cetera Advisors LLC 45,010 14.55

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
Leuthold Group, Llc 1,861,843 14.55
New Harbor Financial Group, LLC 1,847,982 14.55
Citadel Advisors Llc 398,942 14.55
Altfest L J & Co Inc 355,607 7.80
A. D. Beadell Investment Counsel, Inc. 351,900 14.55
IMC-Chicago, LLC 262,951 14.55
Belpointe Asset Management LLC 236,880 14.55
Susquehanna International Group, Llp 223,646 14.55
Stratos Wealth Partners, LTD. 161,655 14.55
Truist Financial Corp 154,325 14.55
LPL Financial LLC 149,219 14.55
Galvin, Gaustad & Stein, LLC 140,650 14.55
Jane Street Group, Llc 119,953 14.55
Integrated Wealth Concepts LLC 113,998 14.55
Bennicas & Associates, Inc. 95,700 14.55
Nvwm, Llc 69,582 14.54
LEUTHOLD FUNDS INC - Leuthold Core ETF 62,659 14.55
Allred Capital Management, LLC 57,070 14.54
Envestnet Asset Management Inc 51,747 14.55
Cetera Advisors LLC 45,010 14.55

 

Recent Quarter Analysis

Name Shares PPS
LEUTHOLD GROUP, LLC 1,530,156
Newbridge Financial Services Group, Inc. 950 16.84
Name Shares PPS
Citadel Advisors Llc 398,942 14.55
A. D. Beadell Investment Counsel, Inc. 351,900 14.55
Private Advisor Group, LLC 15,214 14.53
Cutler Group LP 300
Proequities, Inc.
Hc Financial Advisors Inc
blooom, inc.
Advisory Services Network, LLC
Beacon Pointe Advisors, LLC
Citigroup Inc
Virtu Financial LLC
Solstein Capital, LLC
Contravisory Investment Management, Inc.
Westside Investment Management, Inc.
Barclays Plc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Bennicas & Associates, Inc. 95,700 17.04 95,700 14.55
Resonant Capital Advisors, LLC 26,588 17.04 29,337 14.49
McLean Asset Management Corp 12,100 16.78 12,100 14.55
Global Retirement Partners, LLC 10,749 17.02 8,859 16.48
Belmont Capital, LLC 374 16.04 374 13.37
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 1,890 10,749 17.02 8,859 16.48 21.33
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Resonant Capital Advisors, LLC 2,749 26,588 17.04 29,337 14.49 -9.37
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
Newbridge Financial Services Group, Inc. 950 16.84
Name Shares PPS
A. D. Beadell Investment Counsel, Inc. 351,900 14.55
Private Advisor Group, LLC 15,214 14.53
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Bennicas & Associates, Inc. 95,700 17.04 95,700 14.55
Resonant Capital Advisors, LLC 26,588 17.04 29,337 14.49
Global Retirement Partners, LLC 10,749 17.02 8,859 16.48
Belmont Capital, LLC 374 16.04 374 13.37
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Global Retirement Partners, LLC 1,890 10,749 17.02 8,859 16.48 21.33
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Resonant Capital Advisors, LLC 2,749 26,588 17.04 29,337 14.49 -9.37
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