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	53	15.00	16.10	15.31
Previous Quarter	56	15.00	16.11	15.60

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	14	6	0	2	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	0	5	0	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
Polar Asset Management Partners Inc.	205,916	16.12
Raymond James & Associates	118,406	16.12
Royal Bank Of Canada	109,580	16.13
Morgan Stanley	95,655	16.12
Stifel Financial Corp	70,399	16.12
Cohen & Steers, Inc.	68,522	16.13
Cohen & Steers Closed-end Opportunity Fund, Inc.	68,522	16.13
CENTRAL TRUST Co	64,087	16.12
Sprott Inc.	63,970	16.12
Wells Fargo & Company/mn	60,641	16.13
Advisor Group Holdings, Inc.	60,561	15.06
Boothbay Fund Management, Llc	43,917	16.12
LPL Financial LLC	43,560	16.12
Kestra Advisory Services, LLC	39,278	0.03
IHT Wealth Management, LLC	36,950	16.13
Lincoln Capital Corp	35,800	13.21
Live Oak Private Wealth LLC	35,000	16.11
Claudia M.p. Batlle, Crp (r) Llc	32,000	13.22
Cambridge Investment Research Advisors, Inc.	25,112	13.22
Commonwealth Equity Services, Llc	25,100	13.19

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
Polar Asset Management Partners Inc.	205,916	16.12
Raymond James & Associates	118,406	16.12
Royal Bank Of Canada	109,580	16.13
Morgan Stanley	95,655	16.12
Stifel Financial Corp	70,399	16.12
Cohen & Steers Closed-end Opportunity Fund, Inc.	68,522	16.13
Cohen & Steers, Inc.	68,522	16.13
CENTRAL TRUST Co	64,087	16.12
Sprott Inc.	63,970	16.12
Wells Fargo & Company/mn	60,641	16.13
Advisor Group Holdings, Inc.	60,561	15.06
Boothbay Fund Management, Llc	43,917	16.12
LPL Financial LLC	43,560	16.12
Kestra Advisory Services, LLC	39,278	0.03
IHT Wealth Management, LLC	36,950	16.13
Lincoln Capital Corp	35,800	16.12
Live Oak Private Wealth LLC	35,000	16.11
Claudia M.p. Batlle, Crp (r) Llc	32,000	16.12
Commonwealth Equity Services, Llc	25,172	16.09
Envestnet Asset Management Inc	21,335	16.12

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Brookstone Capital Management	17,954	14.04
Baldwin Brothers Inc/ma	1,000	13.00

Recent Quarter 14 Institutes closed out their positions

Name	Shares	PPS
Sonora Investment Management, LLC	2,280	14.47
Advisory Services Network, LLC
McClarren Financial Advisors, Inc.
Spire Wealth Management
Huntington National Bank
UBS Group AG
Harbour Investments, Inc.
Tower Research Capital LLC (TRC)
Proequities, Inc.
Assetmark, Inc
Jane Street Group, Llc
Greylin Investment Mangement Inc
Northwestern Mutual Wealth Management Co
Bank of New York Mellon Corp

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Lincoln Capital Corp	35,800	13.21	35,800	16.12
Claudia M.p. Batlle, Crp (r) Llc	32,000	13.22	32,000	16.12
Cambridge Investment Research Advisors, Inc.	25,112	13.22	13,412	16.10
Commonwealth Equity Services, Llc	25,100	13.19	25,172	16.09
Veracity Capital LLC	21,647	13.21	19,842	16.13
TCI Wealth Advisors, Inc.	1,750	13.14	1,750	16.00

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	11,700	25,112	13.22	13,412	16.10	87.24
Veracity Capital LLC	1,805	21,647	13.21	19,842	16.13	9.10

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	72	25,100	13.19	25,172	16.09	-0.29

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 1 New Institutes added position

Name	Shares	PPS
Baldwin Brothers Inc/ma	1,000	13.00

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Lincoln Capital Corp	35,800	13.21	35,800	16.12
Claudia M.p. Batlle, Crp (r) Llc	32,000	13.22	32,000	16.12
Commonwealth Equity Services, Llc	25,100	13.19	25,172	16.09
Veracity Capital LLC	21,647	13.21	19,842	16.13
TCI Wealth Advisors, Inc.	1,750	13.14	1,750	16.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Veracity Capital LLC	1,805	21,647	13.21	19,842	16.13	9.10

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	72	25,100	13.19	25,172	16.09	-0.29

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