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 61 15.00 11.15 11.42
Previous Quarter 62 15.00 11.15 11.51

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 3 15 5 0 0 2
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 2 0 4 0 0 2
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
LPL Financial LLC 1,019,417 11.15
Bank Of America Corp /de/ 514,553 11.15
UBS Group AG 403,888 11.15
Wells Fargo & Company/mn 173,129 11.15
Mml Investors Services, Llc 172,676 11.15
Sound Income Strategies, LLC 162,191 10.28
Hennion & Walsh Asset Management, Inc. 158,444 11.15
Royal Bank Of Canada 147,390 11.15
International Assets Investment Management, Llc 103,622 22.13
Morgan Stanley 67,987 11.15
Envestnet Asset Management Inc 57,615 11.14
Pinnacle Associates Ltd 45,578 11.15
IVC Wealth Advisors LLC 37,083 10.27
Susquehanna International Group, Llp 34,659 11.71
D.a. Davidson & Co. 33,459 11.15
Janney Montgomery Scott LLC 33,231 11.16
Cambridge Investment Research Advisors, Inc. 29,373 10.28
Raymond James & Associates 25,576 11.14
Cetera Investment Advisers 23,420 11.14
Ellis Investment Partners, LLC 21,674 11.12

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
LPL Financial LLC 1,019,417 11.15
Bank Of America Corp /de/ 514,553 11.15
UBS Group AG 403,888 11.15
Wells Fargo & Company/mn 173,129 11.15
Mml Investors Services, Llc 172,676 11.15
Hennion & Walsh Asset Management, Inc. 158,444 11.15
Royal Bank Of Canada 147,390 11.15
International Assets Investment Management, Llc 103,622 22.13
Morgan Stanley 67,987 11.15
Envestnet Asset Management Inc 57,615 11.14
Pinnacle Associates Ltd 45,578 11.15
IVC Wealth Advisors LLC 41,247 11.15
Cambridge Investment Research Advisors, Inc. 36,565 11.16
Susquehanna International Group, Llp 34,659 11.71
D.a. Davidson & Co. 33,459 11.15
Janney Montgomery Scott LLC 33,231 11.16
Raymond James & Associates 25,576 11.14
Cetera Investment Advisers 23,420 11.14
Ellis Investment Partners, LLC 21,674 11.12
Monticello Wealth Management, Llc 19,369 11.15

 

Recent Quarter Analysis

Name Shares PPS
Sound Income Strategies, LLC 162,191 10.28
Transcend Wealth Collective, Llc 19,017 10.31
Jane Street Group, Llc 0
Name Shares PPS
Future Financial Wealth Managment LLC 7,000 11.14
IFP Advisors, Inc 460 10.87
Jane Street Group, Llc
Centaurus Financial, Inc.
Jane Street Group, Llc
Us Bancorp \de\
Cetera Advisors LLC
Arkadios Wealth Advisors
Cooper Financial Group
Sigma Planning Corp
Citigroup Inc
Strategic Wealth Advisors Group, LLC
Bank Of Montreal /can/
Northwestern Mutual Wealth Management Co
Blair William & Co/il
Name Current Shares Current PPS Previous Shares Previous PPS
IVC Wealth Advisors LLC 37,083 10.27 41,247 11.15
Cambridge Investment Research Advisors, Inc. 29,373 10.28 36,565 11.16
Strategic Asset Management, LLC 6,600 10.30 6,600 11.21
Newbridge Financial Services Group, Inc. 1,274 10.20 1,274 10.99
AdvisorNet Financial, Inc 230 8.70 230 13.04
Name Current Shares Current PPS Previous Shares Previous PPS
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
Cambridge Investment Research Advisors, Inc. 7,192 29,373 10.28 36,565 11.16 -19.67
IVC Wealth Advisors LLC 4,164 37,083 10.27 41,247 11.15 -10.10
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
Sound Income Strategies, LLC 162,191 10.28
Transcend Wealth Collective, Llc 19,017 10.31
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
IVC Wealth Advisors LLC 37,083 10.27 41,247 11.15
Cambridge Investment Research Advisors, Inc. 29,373 10.28 36,565 11.16
Strategic Asset Management, LLC 6,600 10.30 6,600 11.21
Newbridge Financial Services Group, Inc. 1,274 10.20 1,274 10.99
Name Current Shares Current PPS Previous Shares Previous PPS
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
Cambridge Investment Research Advisors, Inc. 7,192 29,373 10.28 36,565 11.16 -19.67
IVC Wealth Advisors LLC 4,164 37,083 10.27 41,247 11.15 -10.10
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